Skip to main content
HFWA logo

HFWA · Heritage Financial Corp /Wa/

Track HFWA — free
Market Cap
$1.20B
Shares
40.92M

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$29.29 Open$29.06 Day$29.05–29.49 52W close$21.47–31.25 Avg vol 30d344K Short int2.7M · 6.5% float · 7.7d Short vol73% Last earningsJul 23, 2026 DataJan 2020–Sep 2026 Filing10-Q · Aug 7

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 6 wks
filed Aug 7, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$294.09M
Trailing 12 months
Net income (TTM)
$77.90M
Trailing 12 months
Revenue growth YoY
+48.9%
Year over year
Operating margin
Trailing 12 months
P / E (TTM)
13.9
Trailing earnings · reciprocal yield 7.2%
FCF yield
6.7%
TTM · current market cap
Return on invested capital
Trailing 12 months
Net cash
$204.38M
Latest balance sheet
Dividend yield
3.3%
Trailing 12 months
Shares change YoY
+20.6%
Year over year · more shares
Price change (1Y)
+17.0%
Trailing year
Short interest
6.5%
Latest settlement · 7.7 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Strong Sentiment Bullish Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.3 · calm Equity put/call 0.58
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +8%
above
Price vs 50-day avg −1%
below
RSI (14) 52
neutral
MACD trend Positive
52-week position 80%
mid-range
Momentum
relative strength
Strong
1-month return −1%
trailing
6-month return +16%
trailing
YTD return +24%
this year
Relative strength +1%
vs S&P · 6-mo
Sentiment
smart money
Bullish
Trend (MA cross) No cross
50d $30 › 200d $27 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +30 funds added
Insider flow Distributing
Net -$1.0M over 90 days · 100% sells
Short interest Falling
6.48% of float · ▼ -2.4% MoM · 7.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
192 holders — near 3-yr high, broad support
Squeeze score 65
elevated · 0–100
Fundamentals
Excellent
EPS growth +58%
Y/Y
Free cash flow $85.7M
Valuation P/E 14
in line
Quant / Vol
risk profile
Very Low
Volatility 27%
annualized · 1-yr
Max drawdown −15%
past year
ATR 1.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Prior guidance period ended · from the Earnings Call filed Oct 21, 2021
Non-Interest Expense · each quarter through 2022 $37M – $38M

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Buy
0 · 4 · 2
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+8% Bullish
Price vs 50-day avg
−1% Neutral
RSI (14)
52 Neutral
MACD trend
Positive Bullish
52-week position
80% Neutral
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross) No cross
50d $30 › 200d $27 — 50d above 200d
Institutional flow Accumulating
+4% holders QoQ · +30 funds added
Insider flow Distributing
Net -$1.0M over 90 days · 100% sells
Short interest Falling
6.48% of float · ▼ -2.4% MoM · 7.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
192 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $21 Now $29 · 80% Range high $31
vs 200-day avg +8% vs 50-day avg -1%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
HFWA
Heritage Financial Corp /Wa/
this stock
$1.20B +23.8% 14.0 6.5%
MFG
Mizuho Financial Group Inc
$135.92B +53.4% 0.1%
HDB
Hdfc Bank Ltd
$119.10B -36.6% -3.2% 0.5%
IBN
Icici Bank Ltd
$108.74B +1.7% 0.7%
CIXPF
CaixaBank/ADR
$105.73B +24.9% 0.1%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
192
% held
81.0%
Net QoQ
+334.3K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
240
View
Short & Settlement
Short Interest Falling
Shares short
2.7M
Days to cover
7.7d
Change
-64.2K sh
View
Short Volume
Short vol %
73%
As of
Sep 4, 2026
Short Total
View
Fails to Deliver
FTD shares
2.4K
Value
$73.1K
As of
Aug 5, 2026
View
Off-Exchange
Off-exchange %
29.4%
Week of
Aug 3, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.0M
Buyers / Sellers
0 / 5
Buyers Sellers
View
Financials
Financials
Net income (FY)
$67.5M
EPS diluted
$1.96
View
Buybacks
Authorized
shares 1.7M
Remaining
shares 424.5K
Spent Remaining
View
Filings
SEC Filings
Latest
10-Q
Filed
Aug 7, 2026
This year
13
View
Proposed Sales
Value
$109.8K
Shares
3.7K
Filed
Aug 6, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 23, 2026
View
Investor Relations
Latest news
Heritage Financial Announces Seco…
Published
Jul 23, 2026
View

Performance

5D 20D 120D MTD YTD
HFWA +2.2% -0.7% +15.8% +2.5% +23.9%
SPY +0.1% -0.4% +15.1% +0.4% +12.9%
vs SPY +2.1% -0.3% +0.7% +2.1% +10.9%

Capital returns

Latest dividend
$0.25 / share · ex Aug 5, 2026
Raised 4.2%
Paid (TTM)
$0.97 / share · 4 payouts
Dividend yield (TTM, derived)
3.31%
Buyback program · as of Jun 30, 2026
Authorized
shares 1.73M
Spent (derived)
shares 1.31M
Remaining
shares 424,489
Spent Remaining

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.

Key facts CIK 1046025 CUSIP 42722X106 13F (30d) 124 filings 123 filers Visit website Investor relations