Stock Taper
HFWA
HERITAGE FINANCIAL CORPORATION
NASDAQ
$27.88
▼ DOWN 0.92% (-0.26)

KEY STATISTICS

Market Cap$1.15 B
52w High$31.25
52w Low$21.32
Dividend Yield3.22%
FrequencyQuarterly
P/E11.91
Volume369.01K
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$33.00
Target Low$32.00
Target Median$32.00
Target Consensus$32.33

UPCOMING EARNINGS

DateOct 22, 2026
DayThursday
Rev. Est.$86.11M
OCT
22
THU

SPLIT RECORD

DATETYPERATIO
2005-09-28Forward21:20

ETFS HOLDING THIS STOCK

ETFS HOLDING
174
LISTED HERE
10
RANKED BY POSITION SIZE

INSTITUTIONAL OWNERSHIP

SHARES OWNED
60.02%
HOLDERS
270
TOP 8 OF 270 · RANKED BY POSITION SIZE

PRICE

$27.88 ▼ DOWN 0.92% (−$0.26)
OVERLAYS
$27.80$27.90$28.00$28.109:30 AM10:35 AM11:40 AM12:44 PM1:49 PM2:54 PM3:59 PM27.88

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.

Heritage Financial in 2025

SENTIMENT: + POSITIVE
Steve Politakis
ACQUISITION · SEPTEMBER 2025

Heritage Financial Corporation announces definitive agreement to acquire Olympic Bancorp, Inc. in a deal valued at approximately $176.6 million.

Heritage Financial Corporation (HFWA) announced it will acquire Olympic Bancorp, Inc., the parent company of Kitsap Bank, in an all-stock transaction. This strategic move is expected to significantly increase Heritage's asset size to approximately $8.8 billion and enhance its footprint in the Puget Sound region, making it the second-largest community bank in the Kitsap and Olympic Peninsulas.

ACQUISITION · SEPTEMBER 25, 2025 · IN PROGRESS

Heritage Financial Corporation to Acquire Olympic Bancorp in a $176.6 Million All-Stock Transaction, Significantly Expanding its Pacific Northwest Presence

Heritage Financial Corporation announced a definitive agreement to acquire Olympic Bancorp, Inc., the holding company for Kitsap Bank. This strategic acquisition will create a combined institution with approximately $8.8 billion in assets, strengthening Heritage's footprint in the Puget Sound region and expanding its community banking platform.

Latest News

GURUFOCUS · SEP 30, 2026

Heritage Financial Announces Earnings Release Date and Conference Call

Heritage Financial Announces Earnings Release Date and Conference CallPR NewswireOLYMPIA, Wash., Sept. 30, 2026OLYMPIA, Wash., Sept. 30, 2026 /PRNewswire/ -- He

EARLIER COVERAGE
DEFENSE WORLD · SEP 30, 2026

Contrasting Heritage Financial (NASDAQ:HFWA) and Byline Bancorp (NYSE:BY)

Byline Bancorp (NYSE: BY - Get Free Report) and Heritage Financial (NASDAQ: HFWA - Get Free Report) are both small-cap finance companies, but which is the better stock? We will compare the two companies based on the strength of their dividends, valuation, analyst recommendations, profitability, risk, earnings and institutional ownership. Risk and Volatility Byline Bancorp has a

DEFENSE WORLD · SEP 28, 2026

Bank of America Corp DE Buys 187,594 Shares of Heritage Financial Corporation $HFWA

Bank of America Corp DE bought a new position in Heritage Financial Corporation (NASDAQ: HFWA) during the undefined quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission. The firm bought 187,594 shares of the financial services provider's stock, valued at approximately $5,557,000. Bank of America

RATINGS SNAPSHOT

Overall rating: B+

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity3
Return On Assets4
Debt To Equity2
Price To Earnings3
Price To Book3
Overall Score3

MOST RECENT ANALYST GRADES

GRADE SUMMARY
EQUAL WEIGHT 1
MARKET PERFORM 1
BUY 1
OVERWEIGHT 1
4 GRADES IN THE LAST 12 MONTHS

SECTORS PEERS

PEERPRICE
HBT$36.28COMPARE
CFFN$8.60COMPARE
FSBC$43.42COMPARE
BFST$30.91COMPARE
CCNE$33.91COMPARE
CPF$36.54COMPARE
HAFC$31.63COMPARE
TRST$55.07COMPARE

INSIDER TRADES

★
DIRECTOR
Rivera Frederick B
Sale · 1.3K shares
2026-09-15
★
DIRECTOR
CHARNESKI BRIAN
Sale · 13.7K shares
2026-09-03
★
OFFICER: EVP CHIEF LENDING OFFICER
Ray Matthew T.
Sale · 3.7K shares
2026-08-13
★
OFFICER
Glasby William
— · —
2026-07-17