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HFWA · Heritage Financial Corp /Wa/

Track HFWA — free
$27.88 -0.26 (-0.92%) At close · Oct 5
Market Cap
$1.17B
Shares
40.92M
Volume · Oct 5 369.02K Avg daily vol (3M) 397K

Price & Indicators

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20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$27.88 Open$28.09 Day$27.79–28.14 52W close$21.47–31.25 Avg vol 30d402K Short int3.0M · 7.4% float · 6.7d Short vol63% Last earningsOct 22, 2026 DataJan 2020–Oct 2026 Filing10-Q · Aug 7

Up next

Next earnings release
Oct 22, 2026 Announced · in 2 wks
Next earnings call
Oct 22, 2026 Scheduled · in 2 wks
filed Aug 7, 2026
call held Apr 23, 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)
13.4
Trailing earnings · reciprocal yield 7.5%
FCF yield
6.9%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
$204.38M
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
+20.6%
Year over year · more shares
Price change (1Y)
+17.1%
Trailing year
Short interest
7.4%
Latest settlement · 6.7 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Buy Momentum Neutral Sentiment Neutral Fundamentals Excellent Quant / Vol Very Low
Market backdrop VIX 15.5 · calm Equity put/call 0.59
Technical
price trend
Buy
50 / 200-day cross No cross
Price vs 200-day avg +2%
above
Price vs 50-day avg −4%
below
RSI (14) 42
neutral
MACD trend Positive
52-week position 66%
mid-range
Volume (OBV) Bullish div.
accumulating
Momentum
relative strength
Neutral
1-month return −5%
trailing
6-month return +3%
trailing
YTD return +18%
this year
Relative strength −9%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $29 › 200d $27 — 50d above 200d
Institutional flow Flat
2 of 192 funds reported for Sep 30 · net 0 sh shares
Insider flow Distributing
Net -$1.1M over 90 days · 100% sells
Short interest Falling
7.40% of float · ▼ -0.3% MoM · 6.7 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
192 holders — near 3-yr high, broad support
Squeeze score 57
elevated · 0–100
Fundamentals
Excellent
EPS growth +58%
Y/Y
Free cash flow $85.7M
Valuation P/E 13.6
in line
Quant / Vol
risk profile
Very Low
Volatility 27%
annualized · 1-yr
Max drawdown −13%
past year
ATR 2.0%
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

Latest guidance · from the Earnings Call filed Mar 31, 2026
Q2 and Q3
Quarterly noninterest expense levels $64M – $65M
Quarterly noninterest expense (excluding merger-related expenses $57M – $58M
Q4
Quarterly noninterest expense levels $56M – $57M
Quarterly noninterest expense (excluding merger-related expenses $55M
remainder of the year
Cost of interest-bearing deposits 1.7%

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 · 3
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+2% Bullish
Price vs 50-day avg
−4% Neutral
RSI (14)
42 Neutral
MACD trend
Positive Bullish
52-week position
66% Neutral
Volume (OBV)
Bullish div. Bullish
Market signals — smart money & positioning
Bullish · 2 of 6
Trend (MA cross) No cross
50d $29 › 200d $27 — 50d above 200d
Institutional flow Flat
2 of 192 funds reported for Sep 30 · net 0 sh shares
Insider flow Distributing
Net -$1.1M over 90 days · 100% sells
Short interest Falling
7.40% of float · ▼ -0.3% MoM · 6.7 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 $28 · 66% Range high $31
vs 200-day avg +2% vs 50-day avg -4%

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

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Incremental accretion on purchased loans non-GAAP 1.77M the three months ended June 30, 2026 filing —
Loan yield, excluding incremental accretion on purchased loans, annualized (non-GAAP) non-GAAP 5.6% Three Months Ended June 30, 2026 filing —
Net interest margin, excluding incremental accretion on purchased loans (non-GAAP) non-GAAP 3.9% Three Months Ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

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
$1.17B +17.9% — 13.6 7.4%
MFG
Mizuho Financial Group Inc
$133.98B +50.7% — — 0.1%
HDB
Hdfc Bank Ltd
$118.26B -39.5% -3.2% — 0.7%
CIXPF
CaixaBank/ADR
$103.83B +16.0% — — 0.1%
IBN
Icici Bank Ltd
$100.21B -6.9% — — 0.6%

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
Holders
192
% held
81.0%
Reported
2 of 192
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
238
View
Short & Settlement
Short Interest Falling
Shares short
3.0M
Days to cover
6.7d
Change
-9.1K sh
View
Short Volume
Short vol %
63%
As of
Oct 5, 2026
Short Total
View
Fails to Deliver
FTD shares
2.5K
Value
$73.1K
As of
Sep 4, 2026
View
Off-Exchange
Off-exchange %
32.4%
Week of
Aug 31, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$1.1M
Buyers / Sellers
0 / 6
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
Webcasts Upcoming
Next webcast
Oct 22, 2026
Last webcast
Jul 23, 2026
View
Investor Relations
Latest news
Heritage Financial Announces Earn…
Published
Sep 30, 2026
Upcoming events
1
View

Performance

5D 20D 120D MTD YTD
HFWA -1.0% -4.8% +2.8% +0.9% +17.9%
SPY +1.2% +0.6% +11.6% +1.6% +13.6%
vs SPY -2.2% -5.4% -8.8% -0.7% +4.3%

Capital returns

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) 4 filings 4 filers Visit website Investor relations