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HFWA · Heritage Financial Corp · Metrics

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$29.15 +0.63 (+2.21%) At close · Oct 23
S&P 600 member Russell 2000 member Rebalance outlook locked
Market Cap
$1.19B
Shares
40.92M
Volume · Oct 23 462.48K Avg daily vol (3M) 374.06K

HFWA metrics

91 of 122 screener metrics currently available.

Open in screener

Market overview

2 metrics
Share price
$29.15
Market cap
$1.19B

Price action

20 metrics
Price change (1W)
+5.8%
Price change (30D)
+3.2%
Price change (3M)
-3.3%
Price change (6M)
+10.1%
Price change (YTD)
+23.3%
Price change (1Y)
+26.5%
Trailing year
Price change (5Y)
+14.8%
52-week high
$31.25
52-week low
$21.47
Change from 52-week high
-6.7%
Change from 52-week low
+35.8%
Annualized volatility
25.9%
Annualized volatility (3M)
17.0%
Beta
0.5
RSI (14D)
64.6
Price vs SMA 50
+3.0%
Price vs SMA 200
+5.3%
Avg volume (3M)
374,056
Relative volume
1.2
Average dollar volume
$10.74M

Company

3 metrics
Sector
Financial Services
Industry
Banks - Regional
Shares outstanding
40.92M

Valuation

12 metrics
P / E (TTM)
13.9
Trailing earnings · reciprocal yield 7.2%
PEG ratio
0.8
EV / revenue
—
EV / EBITDA
—
EV / EBIT
—
P / sales
4.0×
reciprocal yield 25.2%
P / book
1.1
reciprocal yield 95.1%
FCF yield
6.9%
TTM · current market cap
Buyback yield
1.0%
P / FCF
14.5
reciprocal yield 6.9%
P / operating cash flow
13.0
reciprocal yield 7.7%
Earnings yield
6.7%

Historical valuation

8 metrics
P / E historical average (3Y)
15.0×
reciprocal yield 6.7%
P / E historical average (5Y)
13.1×
reciprocal yield 7.6%
EV / revenue historical average (3Y)
—
EV / revenue historical average (5Y)
—
EV / EBIT historical average (3Y)
—
EV / EBIT historical average (5Y)
—
EV / EBITDA historical average (3Y)
—
EV / EBITDA historical average (5Y)
—

Dividends & buybacks

7 metrics
Dividend yield
3.3%
Trailing 12 months
Payout ratio
44.1%
Shareholder yield
3.9%
Dividend / share (TTM)
$0.97
Dividend growth YoY
+2.1%
Dividend growth streak
5+
Stored dividend history starts 2020
Last ex-dividend
2026-08-05

Earnings calendar

2 metrics
Next earnings
—
Last earnings
2026-10-22

Profitability

9 metrics
Gross margin
—
Operating margin
—
Trailing 12 months
Net margin
26.5%
Gross profit (TTM)
—
Operating profit (TTM)
—
Net income (TTM)
$77.90M
Trailing 12 months
Diluted EPS (TTM)
$2.10
FCF margin
27.3%
Effective tax rate
14.5%

Per share

11 metrics
Revenue per diluted share (TTM)
$7.85
Gross profit per diluted share (TTM)
—
Operating profit per diluted share (TTM)
—
EBITDA per diluted share (TTM)
—
Net income per diluted share (TTM)
$2.11
Operating cash flow per diluted share (TTM)
$2.45
Free cash flow per diluted share (TTM)
$2.19
Capital expenditures per diluted share (TTM)
$0.27
R&D per diluted share (TTM)
—
Stock compensation per diluted share (TTM)
$0.00
Book value per share
$27.13

Growth

11 metrics
Revenue growth YoY
+48.9%
Year over year
Net income growth YoY
+43.6%
Revenue (TTM)
$294.09M
Trailing 12 months
EPS growth YoY
+16.7%
Shares change YoY
+20.6%
Year over year · more shares
Revenue CAGR (3Y)
-0.4%
Revenue CAGR (5Y)
+0.7%
EPS CAGR (3Y)
-5.3%
EPS CAGR (5Y)
+8.7%
FCF CAGR (3Y)
-1.8%
FCF CAGR (5Y)
+6.2%

Quality

14 metrics
Return on equity
7.0%
Return on assets
0.9%
Debt / equity
—
Current ratio
—
EBITDA (TTM)
—
Free cash flow (TTM)
$80.43M
Quick ratio
—
Interest coverage
—
Net debt / EBITDA
—
Return on invested capital
—
Trailing 12 months
Net cash
$204.38M
Latest balance sheet
Cash & equivalents
$204.38M
Total assets
$8.43B
Total debt
—

Cash flow & spend

7 metrics
Operating cash flow (TTM)
$90.11M
Capital expenditures (TTM)
$9.68M
R&D (TTM)
—
SG&A (TTM)
—
Stock compensation (TTM)
$0
R&D / revenue
—
Stock compensation / revenue
—

Ownership (13F)

9 metrics
13F filers
192
13F filer change QoQ
+7
Institutional ownership
81.0%
Conviction holders (share of 13F filers)
0.0%
Crowding (high-turnover and private-fund holders)
33.8%
Private-fund adviser ownership
33.5%
Active holders' share change QoQ
-1.4%
Holder tenure
14.5
Price vs estimated holder cost
+27.7%

Ownership (registered funds)

1 metrics
Index-fund ownership
25.4%

Short interest

3 metrics
Short interest
7.8%
Latest settlement · 7.4 days to cover
Days to cover
7.4d
Short-squeeze score
98 / 100

Insider activity

2 metrics
Net insider buying (90D)
−$1.06M
Insider-sentiment score
17 / 100

Risk flags

1 metrics
Going concern
—
Key facts CIK 1046025 CUSIP 42722X106 13F (30d) 33 filings 33 filers Visit website Investor relations