Stock Taper
SCREENER COMPARE ANY 2 STOCKS
HFWA
HERITAGE FINANCIAL CORPORATION
NASDAQ
$28.67
▲ UP 0.03% (0.01)

KEY STATISTICS

Market Cap$1.18 B
52w High$31.25
52w Low$21.32
Dividend Yield3.22%
FrequencyQuarterly
P/E12.25
Volume217.66K
Shares Out.41.22M

COMPANY

LEADERSHIP

Bryan D. McDonald
CHIEF EXECUTIVE
Bryan D. McDonald

COMPENSATION 2026

Salary$252,804
Stock Awards$443,702
Incentive Plan Pay$152,906
All Other Comp.$147,948
Total$1,012,243

ABOUT

SECTOR
Financial Services
WENT PUBLIC
May 7, 1998
METHOD OF GOING PUBLIC
IPO
FULL TIME EMPLOYEES
755

PRICE TARGET

Target High$32.00
Target Low$32.00
Target Median$32.00
Target Consensus$32.00

UPCOMING EARNINGS

DateOct 22, 2026
DayThursday
Rev. Est.$86.12M
OCT
22
THU

SPLIT RECORD

DATETYPERATIO
2005-09-28Forward21:20

PRICE

$28.67 ▲ UP 0.03% (+$0.01)
OVERLAYS
$28.60$28.70$28.809:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM28.67

About Heritage Financial Corporation

https://www.hf-wa.com ↗

Heritage Financial Corporation, founded in 1927 and based in Olympia, WA, is a bank holding company offering a range of deposit, loan, trust, and financial services to small and medium-sized businesses and individuals across Washington and Oregon.

INDUSTRY

Banks - Regional

A SERVICE HERITAGE FINANCIAL CORPORATION IS KNOWN FOR

Commercial and Business Lending

Heritage Financial Corporation is a commercial bank serving the Pacific Northwest, primarily offering loans and financial solutions to small and medium-sized businesses, including C&I, real estate, and equipment financing.

COMPETITORS

COMPETITOR
BANR COMPARE
BUSE COMPARE
FFBC COMPARE
FRME COMPARE
HOPE COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Deposit Account$3.05M $3.05M ▲$3.37M ▲$3.59M ▲
Credit and Debit Card$2.21M $1.79M ▼$2.1M ▲$2.6M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
169
LISTED HERE
26
RANKED BY POSITION SIZE
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0.06% · 2.5M
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0.02% · 194.2K
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0.21% · 181.5K
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0.76% · 170.1K
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0.08% · 84.0K
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0.07% · 69.7K
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0.04% · 38.0K
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0.24% · 7.4K
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0.46% · 5.6K
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0.01% · 5.4K
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0.29% · 4.3K
ZSML.TO
0.06% · 3.9K
JSTC
0.03% · 2.6K
RTWP.L
0.03% · 2.4K
RFLR
0.06% · 1.9K

INSTITUTIONAL OWNERSHIP

SHARES OWNED
69.05%
HOLDERS
270
TOP 12 OF 270 · RANKED BY POSITION SIZE
Blackrock, Inc.
5.8M sh · $172.13M
Blackrock Inc.
5.0M sh · $89.82M
Jennison Associates LLC
3.5M sh · $104.8M
Victory Capital Management Inc
2.6M sh · $63.53M
Vanguard Group Inc
2.4M sh · $57.05M
Dimensional Fund Advisors LP
2.0M sh · $60.55M
State Street Corp
2.0M sh · $58.71M
Alliancebernstein L.P.
1.3M sh · $32.52M
Geode Capital Management, LLC
1.1M sh · $32.7M
Blackrock Fund Advisors
970.6K sh · $24.99M
Blackrock Institutional Trust Company, N.A.
946.3K sh · $24.37M
Basswood Capital Management, L.L.C.
698.9K sh · $18.17M

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity3
Return On Assets3
Debt To Equity3
Price To Earnings2
Price To Book3
Overall Score3

INSIDER TRADES

★
OFFICER
Glasby William
— · —
2026-07-17
★
OFFICER: EVP CHIEF LENDING OFFICER
Ray Matthew T.
Sale · 3.7K shares
2026-08-13
★
DIRECTOR
LYON JEFFREY S
Sale · 10.0K shares
2026-08-05
★
OFFICER: EVP CHIEF CREDIT OFFICER
Chalfant Tony
Sale · 3.2K shares
2026-08-05

MOST RECENT ANALYST GRADES

GRADE SUMMARY
EQUAL WEIGHT 1
MARKET PERFORM 1
BUY 1
OVERWEIGHT 1
4 GRADES IN THE LAST 12 MONTHS
Stephens & Co. EQUAL WEIGHT Keefe, Bruyette & Woods MARKET PERFORM DA Davidson BUY Piper Sandler OVERWEIGHT

SECTORS PEERS

PEERPRICE
HBT$35.79COMPARE
FSBC$45.62COMPARE
CFFN$8.66COMPARE
BFST$31.21COMPARE
CCNE$34.01COMPARE
CPF$37.83COMPARE
TRST$57.13COMPARE
HAFC$31.14COMPARE