H

    Heritage Financial Corporation (HFWA)

    Official site

    FINANCIAL SERVICES • BANKS - REGIONAL • NASDAQ

    $28.57
    -0.10 (-0.35%)

    Market Cap: $1.17B

    Last updated: Sep 01, 2026 at 10:00 AM ET

    Earnings

    Performance (10Y)

    Beat Rate
    70%(28/40)
    Avg Surprise
    +0.70%
    Streak
    5 Q

    Upcoming Estimates

    Sep 30, 2026
    EPS Consensus$0.57
    Range$0.52 - $0.69
    6 analysts
    EPS Revisions
    1
    0
    7d
    1
    5
    30d
    EPS Estimate Drift
    90d ago$0.59+4.7%
    60d ago$0.59+4.7%
    30d ago$0.59+4.7%
    7d ago$0.57+0.0%
    Current$0.57
    Revenue Consensus
    $86M
    Range$86M - $87M
    5 analysts
    Dec 31, 2026
    EPS Consensus$0.67
    Range$0.57 - $0.84
    6 analysts
    Revenue Consensus
    $83M
    Range$82M - $84M
    5 analysts
    PeriodReportedEst.SurpriseB/MYoY
    Dec 26EST
    		-$0.67---
    Sep 26EST
    		-$0.57---
    Jun 26
    		$0.57$0.54+5.56%Beat+7.5%
    Mar 26
    		$0.59$0.57+3.51%Beat+47.5%
    Dec 25
    		$0.66$0.56+17.86%Beat+94.1%
    Sep 25
    		$0.56$0.55+1.82%Beat+69.7%
    Jun 25
    		$0.53$0.50+6.00%Beat+29.3%
    Mar 25
    		$0.40$0.45-11.11%Miss+150.0%
    Dec 24
    		$0.34$0.44-22.73%Miss-22.7%
    Sep 24
    		$0.33$0.41-19.51%Miss-35.3%
    Jun 24
    		$0.41$0.40+2.50%Beat-14.6%
    Mar 24
    		$0.16N/A-60.98%Miss-72.4%
    Dec 23
    		$0.44$0.45-2.22%Miss-31.3%
    Sep 23
    		$0.51$0.43+18.60%Beat-13.6%
    Jun 23
    		$0.48$0.48+0.00%Beat-7.7%
    Mar 23
    		$0.58$0.60-3.33%Miss+3.6%
    Dec 22
    		$0.64$0.64+0.00%Beat+16.4%
    Sep 22
    		$0.59$0.51+15.69%Beat+1.7%
    Jun 22
    		$0.52$0.45+15.56%Beat-42.2%
    Mar 22
    		$0.56$0.38+47.37%Beat-20.0%
    Dec 21
    		$0.55$0.46+19.57%Beat-16.7%
    Sep 21
    		$0.58$0.53+9.43%Beat+26.1%
    Jun 21
    		$0.90$0.51+76.47%Beat+600.0%
    Mar 21
    		$0.70$0.53+32.08%Beat+125.8%
    Dec 20
    		$0.66$0.47+40.43%Beat+40.4%
    Sep 20
    		$0.46$0.38+21.05%Beat-4.2%
    Jun 20
    		$-0.18$0.17-205.88%Miss-141.9%
    Mar 20
    		$0.31$0.31+0.00%Beat-31.1%
    Dec 19
    		$0.47$0.46+2.17%Beat+0.0%
    Sep 19
    		$0.48$0.47+2.13%Beat-4.0%
    Jun 19
    		$0.43$0.49-12.24%Miss+16.2%
    Mar 19
    		$0.45$0.49-8.16%Miss+15.4%
    Dec 18
    		$0.47$0.48-2.08%Miss+11.9%
    Sep 18
    		$0.50$0.47+6.38%Beat+42.9%
    Jun 18
    		$0.37$0.44-15.91%Miss-5.1%
    Mar 18
    		$0.39$0.39+0.00%Beat+25.8%
    Dec 17
    		$0.42$0.37+13.51%Beat+27.3%
    Sep 17
    		$0.35$0.35+0.00%Beat-5.4%
    Jun 17
    		$0.39$0.32+21.88%Beat-
    Mar 17
    		$0.31$0.32-3.13%Miss-
    Dec 16
    		$0.33$0.33+0.00%Beat-
    Sep 16
    		$0.37$0.32+15.63%Beat-

    Dividends

    Dividend Metrics

    Yield3.40%
    Annual/Share$0.97
    Payout Ratio51.15%
    Frequency4
    Pay MonthsFeb, May, Aug, Nov

    Growth

    3Y CAGR+4.55%
    5Y CAGR+3.71%
    View HFWA's full dividend history

    Key Metrics

    Valuation
    P/E Ratio12.00EV/EBITDAN/A
    Price/FCF14.59xFCF Yield6.85%
    Profitability
    Profit Margin26.40%Operating Margin28.90%
    ROE7.80%ROIC6.00%
    Financial Health
    Debt/Equity0.17xInterest Coverage1.05x
    Current RatioN/AQuick RatioN/A
    Trading Statistics
    Beta0.49Avg Volume306.45K
    52-Week High$30.9952-Week Low$20.77

    Technical Indicators Dashboard

    Moving Averages

    SMA 10$28.88
    SMA 20$29.31
    SMA 50$29.42
    SMA 200$26.63
    EMA 10$28.90
    EMA 20$29.13
    EMA 50$29.04
    EMA 200$27.08

    MACD

    Line: -0.23Signal: -0.12Hist: -0.11

    ADX

    ADX: 16.6+DI: 16.8-DI: 28.0

    Aroon & PSAR

    Aroon Up4.0
    Aroon Down92.0
    PSAR$29.82

    Bollinger Bands

    Upper Band$30.35
    Lower Band$28.28
    %B Position704%(Upper)
    Band Width0.14

    RSI (14-Day)

    Neutral
    37.7

    Momentum Oscillators

    Stoch %K18.2
    Stoch %D16.2
    Williams %R-85.2
    ROC (10d)-3.5%
    Momentum-1.03
    CCI (20d)-112.6
    MFI (14d)38.6

    Volatility Measures

    ATR (14d)$0.51(1.8%)
    StdDev (20d)0.52
    Hist Vol13.0%(Low)

    Volume Flow

    VWAP$28.58
    OBV209.1K
    AD Line-104.9M
    CMF (20d)-0.192

    Volume Metrics

    Avg Vol (20d)302.6K
    Vol Ratio0.7x
    VWMA (20d)$29.38

    Pivot Points

    R3$29.15
    R2$29.01
    R1$28.84
    Pivot Point$28.70
    S1$28.53
    S2$28.39
    S3$28.22

    Advanced Oscillators

    TSI-13.66
    Ultimate Osc37.9
    KST-22.31

    Financial Data

    QuarterJun 2026Mar 2026Dec 2025Sep 2025Jun 2025Mar 2025Dec 2024Sep 2024Jun 2024Mar 2024Dec 2023Sep 2023
    Total Revenue$84.13M$77.92M$66.35M$65.70M$56.50M$57.59M$57.05M$54.80M$56.36M$48.63M$50.72M$61.89M
    Cost of RevenueN/A$20.43M$20.50M$23.91M$24.47M$23.73M$26.38M$29.30M$26.74M$24.21M$21.82M$16.97M
    Gross ProfitN/A$78.94M$66.35M$63.92M$55.54M$57.54M$55.87M$52.36M$55.09M$47.24M$49.30M$62.77M
    Operating Expenses$64.32M$56.55M$41.48M$41.62M$41.09M$41.38M$39.54M$39.29M$39.10M$40.37M$42.72M$40.97M
    R&D$0$0$0$0$0$0$0$0$0$0$0$0
    SG&A$0$0$0$0$0$0$0$0$0$0$0$0
    Operating IncomeN/A$22.40M$24.86M$22.31M$14.46M$16.16M$16.33M$13.07M$15.99M$6.87M$6.58M$21.80M
    Interest Income$97.67M$90.67M$78.86M$79.51M$78.50M$77.37M$78.96M$79.82M$76.58M$74.35M$74.26M$73.47M
    Interest Expense$22.86M$21.46M$20.50M$22.14M$23.52M$23.68M$25.20M$26.86M$25.47M$22.82M$20.39M$17.85M
    Income Before Tax$20.72M$22.40M$25.68M$22.31M$14.46M$16.16M$16.33M$13.07M$15.99M$6.87M$6.58M$21.80M
    Income Tax Expense$3.18M$3.45M$3.44M$3.14M$2.24M$2.25M$4.40M$1.64M$1.84M$1.12M$344,000$3.58M
    Net Income$17.55M$18.95M$22.24M$19.17M$12.21M$13.91M$11.93M$11.42M$14.16M$5.75M$6.23M$18.22M
    EBITDA$28.19M$29.33M$50.90M$22.63M$20.91M$22.85M$37.04M$13.54M$16.92M$7.84M$24.43M$23.02M
    EBIT$20.72M$22.40M$25.68M$22.31M$14.46M$16.16M$16.33M$13.07M$15.99M$6.87M$6.58M$21.80M
    * Some calculated fields are derived from available data when not provided by source

    Related GNG Research

    No research available

    Be the first to write about HFWA

    News

    Heritage Financial Corporation (NASDAQ:HFWA) Given Average Recommendation of "Moderate Buy" by Analysts

    Analysts have issued a "Moderate Buy" rating for Heritage Financial Corporation (NASDAQ:HFWA), with three analysts recommending a "buy" and three a "hold." The average 12-month price target is $32.50, above the current share price of $29.10. The company recently reported strong quarterly earnings, beating expectations with $0.57 per share, and increased its quarterly dividend to $0.25, resulting in a 3.4% yield.

    MarketBeat•8/24/26•
    Somewhat-Bullish

    Capital Square LLC Makes New Investment in Heritage Financial Corporation $HFWA

    Capital Square LLC recently acquired a new stake of 184,847 shares in Heritage Financial Corporation (NASDAQ:HFWA), valued at approximately $1.697 million. Other institutional investors like BlackRock Inc. and Jennison Associates LLC also adjusted their holdings. The article details Heritage Financial's stock performance, including its dividend increase, and recent insider trading activities, alongside analyst ratings.

    MarketBeat•8/24/26•
    Bullish

    Heritage Financial (HFWA) Surpasses Q2 Earnings Estimates

    Heritage Financial (HFWA) reported Q2 earnings of $0.57 per share, surpassing the Zacks Consensus Estimate of $0.54 per share. While the company beat earnings expectations, its revenues of $84.13 million missed the consensus estimate. Heritage Financial's stock has seen a significant increase of 27.6% year-to-date, outperforming the S&P 500.

    Eastern Progress•8/22/26•
    Somewhat-Bullish

    275,000 Shares in Heritage Financial Corporation $HFWA Purchased by Heartland Advisors Inc.

    Heartland Advisors Inc. has acquired a new stake of 275,000 shares in Heritage Financial Corporation (HFWA), valued at approximately $8.15 million, increasing institutional ownership to 78.3%. This comes as Heritage Financial reported strong quarterly EPS, beating estimates, and raised its dividend to $0.25 per share. Analysts maintain a "Moderate Buy" rating with a consensus price target of $32.50.

    MarketBeat•8/22/26•
    Bullish

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

    Algebris UK Ltd. has acquired 469,403 shares of Heritage Financial Corporation (NASDAQ:HFWA) during the second quarter, making it their 29th biggest holding. Other institutional investors like BlackRock Inc. and Wellington Management Group LLP also made significant investments in the company. Heritage Financial reported strong earnings, beating consensus estimates, and increased its quarterly dividend.

    MarketBeat•8/20/26•
    Bullish

    Frequently Asked Questions About HFWA

    What is HFWA's current dividend yield?
    Heritage Financial Corporation (HFWA) has a current dividend yield of 3.40%.
    Does HFWA pay dividends?
    Yes, Heritage Financial Corporation pays dividends with a current yield of 3.40%.
    What is HFWA's P/E ratio?
    Heritage Financial Corporation has a price-to-earnings (P/E) ratio of 12.00.
    What is HFWA's market cap?
    Heritage Financial Corporation (HFWA) has a market capitalization of $1.17B with a current stock price of $28.57.

    Get full access to GNG Research

    Create a free account to access portfolio tracking, advanced tools, and more.

    Create Free AccountLog In