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Heritage Financial Corporation

HFWA

Last
$27.16
Day
-1.5%
1y
+17.1%
5y
+8.1%
52w
-11.8%
SPY YTD
+13.3%
XLF
-1.3%
Earnings
2026-10-2211d
EMA 21
28.02
EMA 50
28.44
EMA 200
27.52
20d high
-4.3%
5y high
-19.7%
5y range
65th
Website · 976 employees · United States

Positions held

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Score
-23
Hold
avoid
Signal
Strong Sell
Target
$28.60
Stop
$26.71
Stop distance
1.7%
Target vs last
+5.3%

Bull / bear case

Site-generated summary from fundamentals, news, and score — not investment advice. As of 2026-10-08.

Bull case
  • Heritage Financial Corporation operates in a competitive regional banking sector, focusing on growth through strategic revenue increases and a solid dividend yield.
  • Revenue increased by 8% compared to the prior quarter, reaching $84 million.
  • The company has a trailing P/E ratio of 13.19, indicating potential value for investors.
Bear case
  • Despite growth, Heritage Financial Corporation has a 'Strong Sell' signal, indicating potential challenges ahead in the market.
  • The company's score is -28.00, reflecting a bearish trend with indicators such as MACD and RSI suggesting downward momentum.
  • Net income for the latest quarter was $17.546 million, down from $18.947 million in the previous quarter.

Fundamentals

Market cap$1.13BEnterprise value$1.11BTrailing P/E13.13Forward P/E10.46
PEG2.13Price / book1.02Beta0.50Dividend yield3.63%
Revenue growth53.1%Earnings growth17.0%Gross margin0.0%Operating margin28.9%
Profit margin26.4%ROE7.8%ROA1.0%Debt / equity—
Current ratio—Free cash flow—Analyst recommendationbuyMean target$32.40
52w high$31.2552w low$21.32

Quarterly

2026-Q22026-Q12025-Q42025-Q32025-Q2
Revenue$84.1M$77.9M$66.3M$65.7M$56.5M
Op margin—————
Net income$17.5M$18.9M$22.2M$19.2M$12.2M
Gross margin—————
Gross profit—————
Operating income—————
  • Revenue +8% vs prior quarter ($84M vs $78M).

Yearly (6y)

20252024202320222021
Revenue$246M$217M$244M$249M—
Op margin—————
Net income$67.5M$43.3M$61.8M$81.9M—
Gross margin—————
Gross profit—————
Operating income—————
Headline scan

No flags

• No distress or material-risk keywords in recent headlines (keyword scan only — not a guarantee).

News

HFWA · daily-2.3% over 13 sessions
Close EMA21 EMA50 EMA200
26.8827.3727.8628.3528.842026-092026-092026-092026-092026-102026-102026-10
Quarterly · revenue, net income, margins
Revenue Net income Gross margin Op margin
$0M$21M$42M$63M$84M0%5%10%2025-Q22025-Q32025-Q42026-Q12026-Q2