HFWA · Heritage Financial Corp /Wa/
Price & Indicators
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| Adjusted diluted earnings per share non-GAAP | $0.57 | second quarter of 2026 | — |
| Adjusted efficiency ratio non-GAAP | 63.9% | second quarter of 2026 | — |
| Adjusted noninterest expense to average total assets non-GAAP | 2.56% | second quarter of 2026 | — |
| Adjusted return on average assets non-GAAP | 1.12% | second quarter of 2026 | — |
| Adjusted return on average tangible common equity non-GAAP | 13.29% | second quarter of 2026 | — |
| Cost of interest bearing deposits | 1.67% | second quarter of 2026 | — |
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| Cost of total deposits | 1.21% | second quarter of 2026 | — |
| Efficiency ratio | 76.5% | second quarter of 2026 | — |
| Loan to deposit ratio | 81.7% | As of June 30, 2026 | — |
| Net interest margin | 3.99% | second quarter of 2026 | — |
| Noninterest expense to average total assets | 3.06% | second quarter of 2026 | — |
| Return on average assets | 0.83% | second quarter of 2026 | — |
| Return on average common equity | 6.33% | second quarter of 2026 | — |
| Return on average tangible common equity non-GAAP | 10.17% | second quarter of 2026 | — |
| Tangible book value per share non-GAAP | $19.15 | As of June 30, 2026 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Banks - Regional — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
HFWA
this stock
Heritage Financial Corp /Wa/
|
$1.25B | +29.3% | — | 14.9 | 6.3% |
|
MFG
Mizuho Financial Group Inc
|
$128.77B | +44.4% | — | — | 0.1% |
|
HDB
Hdfc Bank Ltd
|
$119.29B | -36.4% | +15.2% | — | 0.4% |
|
IBN
Icici Bank Ltd
|
$104.87B | -1.9% | — | — | 0.6% |
|
PNC
Pnc Financial Services Group, Inc.
|
$100.09B | +20.3% | +7.2% | 14.5 | 1.7% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| HFWA | -3.1% | +4.5% | +18.9% | +2.3% | +29.3% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | -1.4% | +3.9% | +12.5% | +3.4% | +21.0% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.