Heritage Financial Corporation

HFWA • Banks - Regional

$29.29

▲ +0.06 (+0.21%)

Precio actual

ResultadosÚltimo reporte: 31 mar 2026

PERFIL MUY FAVORABLEExcelenteConfianza: 70%

Perfil cuantitativo — no constituye una recomendación de inversión.

Perfil cuantitativo — no constituye una recomendación de inversión.Metodología

Tesis del análisis: Alta calidad del negocio, con crecimiento y flujo de caja que respaldan el caso. La valoración todavía importa, pero el historial de ratios es favorable.

Capitalización

$1.15B

Crecimiento

4.4%

Flujo de caja

5/5

Tendencia

Stable

Evidencia

Márgenes estables o en mejora · 20.1%Crecimiento positivo de ingresos · 9.3%Flujo de caja libre positivo · 2.52Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 11.89

Datos financieros hasta: 31 mar 2026, 12:00 a.m. UTCÚltima actualización de earnings: 23 abr 2026, 12:00 a.m. UTCÚltima actualización del perfil: 5 ago 2026, 2:27 p.m. UTC

Resumen de la compañía

Valoración, calidad, fortaleza financiera, momentum y datos de analistas.

Price$29.29

Change0.21%

Shares Out39.10M

Market Cap$1.15B

Enterprise Value$88.39M

52W Range21.32 - 29.29

Beta0.51

P/E15.78

P/S3.23

P/B1.03

P/FCF14.27

EV/Sales0.25

Price$29.29

Change0.21%

Shares Out39.10M

Market Cap$1.15B

Enterprise Value$88.39M

52W Range21.32 - 29.29

Beta0.51

P/E15.78

P/S3.23

P/B1.03

P/FCF14.27

EV/Sales0.25

EV/EBITDA1.04

EV/FCF1.10

Earnings Yield6.34%

FCF Yield7.01%

Dividend Yield3.18%

Gross Margin72.43%

Oper. Margin23.15%

Profit Margin20.10%

Debt/Eq0.05

Current Ratio1.18

Quick Ratio1.18

Revenue 5Y4.44%

FCF 5Y4.99%

Target$32.00

Target Upside9.25%

Target Median$32.00

Target Range32.00 - 32.00

Volume386.63K

Avg Volume289.43K

EPS Surprise0.02

ADN de inversión

Qué tan fuerte luce esta compañía para inversionistas de largo plazo

de 100

Calidad del negocio

Márgenes, ventaja competitiva, retornos

75/100

Fortaleza financiera

Deuda, caja, estabilidad

63/100

Potencial de crecimiento

Ingresos y expansión

86/100

Atractivo del precio

Barata o cara hoy

88/100

Por qué este puntaje▼

Márgenes estables o en mejora · 20.1%Crecimiento positivo de ingresos · 9.3%Flujo de caja libre positivo · 2.52Flujo de caja libre consistente · 5/5Múltiplo de ganancias razonable · 11.89Nivel de deuda manejable · 0.05

Analyst view

Analyst sentiment and price target

HFWA

Analyst sentiment

Based on 14 analyst votes · 2026-09-05

75/100

Bullish

Hold

Bearish

Precio objetivo

2026-06-18

Bajo

$30.00

Promedio

$31.33

Mediana

$32.00

Alto

$32.00

Resumen de la compañía

IPO: 5/7/1998

Industria: Banks - Regional

P/B i: 1.03

Deuda / Patrimonio i: 0.05

Margen operativo: 23.15%

Margen neto: 20.10%

ROE i: -

ROIC: -

Salud financiera

Puntaje13 / 20

Deuda / Patrimonio: 0.05

Ratio corriente: 1.18

Ratio rápido: 1.18

Estado: Good

Transacciones internas

Actividad reciente de ejecutivos e insiders

VANCE BRIAN L

Transacción: 06/17/2026

COMPRA

Cambio

+1,999

Precio

Not reported

Presentación

06/17/2026

Tipo

COMPRA

CHARNESKI BRIAN

Transacción: 06/17/2026

COMPRA

Cambio

+1,999

Precio

Not reported

Presentación

06/17/2026

Tipo

COMPRA

Saunders Karen R

Transacción: 06/17/2026

COMPRA

Cambio

+1,999

Precio

Not reported

Presentación

06/17/2026

Tipo

COMPRA

Insider	Tipo	Cambio	Precio	Transacción	Presentación
VANCE BRIAN L	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
CHARNESKI BRIAN	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Saunders Karen R	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Allan Scott Tanton	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Ellwanger Kimberly T	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
LYON JEFFREY S	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Watson Ann	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Giacobbe Gail B.	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Rivera Frederick B	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Dryer Trevor D.	COMPRA	+1,999	Not reported	06/17/2026	06/17/2026
Curran Amy E.	VENTA	-576	Not reported	06/15/2026	06/15/2026
Curran Amy E.	VENTA	-71	$28.44	06/15/2026	06/15/2026
Chalfant Tony	VENTA	-1,316	Not reported	06/15/2026	06/15/2026
Chalfant Tony	VENTA	-135	$28.44	06/15/2026	06/15/2026
Hinson Donald	VENTA	-3,842	$28.37	06/09/2026	06/10/2026
Ellwanger Kimberly T	VENTA	-2,218	Not reported	05/01/2026	05/04/2026
Ellwanger Kimberly T	COMPRA	+2,218	$27.61	05/01/2026	05/04/2026
Rivera Frederick B	VENTA	-2,218	Not reported	05/01/2026	05/04/2026
Rivera Frederick B	COMPRA	+2,218	$27.61	05/01/2026	05/04/2026
Saunders Karen R	VENTA	-2,218	Not reported	05/01/2026	05/04/2026

Sobre la compañía

Heritage Financial Corporation

Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.

Fuente - Link

Competidores

BFST CCNE CFFN CPF FSBC HAFC HBT HTBK MOFG TRST

Tamaño = capitalización · color = línea del gráfico

Rendimiento de peers · 1A

Top performers + empresa seleccionada

Ultimas Noticias

BlackRock Inc. Purchases Shares of 5,811,114 Heritage Financial Corporation $HFWA

BlackRock Inc. acquired a new stake in Heritage Financial Corporation (NASDAQ: HFWA) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 5,811,114 shares of the financial services provider's stock, valued at approximately $172,125,000. BlackRock Inc. owned 14.10% of Heritage Financial at

Defense World

469,403 Shares in Heritage Financial Corporation $HFWA Purchased by Algebris UK Ltd.

Algebris UK Ltd. purchased a new stake in shares of Heritage Financial Corporation (NASDAQ: HFWA) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 469,403 shares of the financial services provider's stock, valued at approximately $13,860,000. Heritage Financial

Defense World

Dividend Champion, Contender, And Challenger Highlights: Week August 16

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

Seeking Alpha

Heritage Financial Corporation (HFWA) Q2 2026 Earnings Call Transcript

Seeking Alpha

Heritage Financial Q2 Earnings Call Highlights

Heritage Financial NASDAQ: HFWA executives said the company's second-quarter results reflected higher net interest margin, stable credit quality and continued merger-related expenses as it moves toward a late-September systems conversion.

MarketBeat

Sorpresas de ganancias

Período	Estimado	Real	Sorpresa
2026-04-23	0.57	0.59	0.02
2026-01-22	0.57	0.66	0.09
2025-10-23	0.547	0.56	0.013
2025-07-24	0.4967	0.53	0.0333
2025-04-24	0.4517	0.49	0.0383
2025-01-23	0.45	0.51	0.06
2024-10-24	0.41	0.33	-0.08
2024-07-25	0.4	0.41	0.01
2024-04-25	0.3983	0.4	0.0017
2024-01-25	0.4533	0.47	0.0167
2023-10-19	0.43	0.51	0.08
2023-07-20	0.48	0.48	0