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HFWA
OverviewIntelligenceChart
Next earnings: Jul 23, 2026 · Before open
Signal
Leaning Bullish1↑
Price
1→
Move→+0.36%Quiet session
Volume
1→
Volume→0.7× avgNormal activity
Technical
1↑
RSI↑RSI 55Momentum positive
PRICE
Prev Close
27.42
Open
27.44
Day Range27.25 – 27.60
27.25
27.60
52W Range21.32 – 28.98
21.32
28.98
81% of range
VOLUME & SIZE
Avg Volume
257.6K
FUNDAMENTALS
P/E Ratio
13.5x
Value territory
EPS (TTM)
—
Div Yield
0.03%
Beta
0.49
Low vol
Performance
1D
+0.36%
5D
+0.04%
1M
+0.40%
3M↓
-2.38%
6M↑
+24.75%
YTD
+16.36%
1Y
+16.81%
Best: 6M (+24.75%)Worst: 3M (-2.38%)
Quick Read
Trend—Insufficient MA data
Momentum
BULLISH
revenue +8% YoY · 75% gross margin
Valuation
CHEAP
P/E 13x vs ~20x sector
Health
STRONG
CR 339.3 · FCF $2.11/sh
Strong Buy
Key MetricsTTM
Market Cap$935.61M
Revenue TTM$354.07M
Net Income TTM$72.57M
Free Cash Flow$81.55M
Gross Margin74.8%
Net Margin20.5%
Operating Margin23.7%
Return on Equity7.6%
Return on Assets0.9%
Debt / Equity0.04
Current Ratio339.27
EPS TTM$1.88
Alpha SignalsView Intelligence →

Intelligence analysis not yet available for this stock. Full AI-powered analysis may be available on the intelligence page.

Health Radar
2 strong4 concern
40/100
Liquidity
339.27Strong
Leverage
0.04Strong
Coverage
1.0xConcern
ROE
7.6%Concern
ROIC
1.0%Concern
Cash
$53MConcern
ANALYST COVERAGE14 analysts
BUY
▲ +16.3%upside to target
L $30.00
Med $32.00consensus
H $32.00
Buy
750%
Hold
750%
7 Buy (50%)7 Hold (50%)0 Sell (0%)
Full report →
Stock Health
Composite Score
5 of 5 signals bullish
10/10
Technicals
●
RSI RangeRSI 55 — Bullish momentum
✓
Volume
●
Volume FlowLean Accumulation
✓
Fundamentals
●
Last EarningsBeat estimates
✓
●
Analyst ConsensusBuy
✓
●
LiquidityCurrent Ratio 339.27 — healthy liquidity
✓
Upcoming Events
EEarnings ReportMay 10, 2026
Tomorrow
DEx-Dividend DateAug 7, 2026
In 90 days
PDividend PaymentAug 13, 2026
In 96 days
Research
Fundamentals→Financials→Analysts→Earnings→Growth→Key Metrics→Technical Analysis→Intelligence→
Technicals
Technical SetupBULLISH
Technicals →

Trend

▲ UptrendGolden Cross · 50D leads 200D by 6.3%

+4.3% vs SMA 50 · +10.8% vs SMA 200

Momentum

RSI55.1
Positive momentum, not extended
MACD+0.28
Above zero — bullish momentum · compressing
Market Position
Price Levels
52W High
$28.98+5.3%
Current
$27.52
EMA 50
$26.69-3.0%
EMA 200
$25.10-8.8%
52W Low
$21.32-22.5%
52-Week RangeNear 52-week high
$21.3281th %ile$28.98
Squeeze SetupVolume-based
Moderate Squeeze Setup

Accumulation pattern present — more buying days than selling over the past 20 sessions. Volume conditions support gradual price improvement.

20-Day Money Flow
Acc days:4
Dist days:2
Edge:+2 acc
Volume Context
Avg Vol (50D)170K
Recent Vol (5D)
199K+17%

Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.

Earnings & Analysts

ANALYST ESTIMATES

Consensus of 4 analysts
Full estimates →
Analyst revisions:EPS↑ Revised UpRevenue↑ Revised Up

Analyst consensus estimates · Actuals replace estimates as reported

YearRevenue Est.Rev GthEPS Est.EPS GthRangeAnalysts
FY2023
$214.4M
$212.7M–$217.2M
—$1.27—
±1%
Low2
FY2024
$230.5M
$221.2M–$239.8M
▲ +7.5%$1.35▲ +6.2%
±1%
Moderate4
FY2025
$252.3M
$247.1M–$257.5M
▲ +9.5%$1.88▲ +38.8%
±1%
Moderate4
Range confidence:Tight (high)ModerateWide (low)
🔥Beat 6 consecutive quarters
Earnings HistoryHFWA
Last 8Q
+4.1%avg beat
Beat 7 of 8 quartersMissed 1↑ Estimates rising
+2%
Q3'24
-20%
Q4'24
+13%
Q1'25
+8%
Q2'25
+7%
Q3'25
+2%
Q4'25
+16%
Q1'26
+4%
Q2'26
Beat
Miss
Estimate
Deeper color = bigger beat/miss
Insider Activity
SEC Filings →
0 Buys/2 SellsNet Selling
NET SELLERS$0 bought · $150K sold · 30d window
Robison Sabrina CEVP Chief HR O…
$20K
May 1
SELL
Robison Sabrina CEVP Chief HR O…
$130K
May 1
SELL
Financials
Dividends3.49% yield
+2.5% avg annual growth
Annual Yield3.49%
Semi-Annual Div.$0.2400
Est. Annual / Share$0.48
FrequencySemi-Annual
Q3'24
Q4'24
Q1'25
Q2'25
Q3'25
Q4'25
Q1'26
Q2'26

Dividend per payment — last 8 periods

INSTITUTIONAL OWNERSHIP

13-F Filings →
1
JENNISON ASSOCIATES LLC
3.2M▲
2
DIMENSIONAL FUND ADVISORS LP
2.0M▼
3
Bank of New York Mellon Corp
379K▲
4
HEARTLAND ADVISORS INC
275K—
5
ProShare Advisors LLC
250K▼
6
Nuveen, LLC
235K▲
7
UBS Group AG
226K▲
8
PRINCIPAL FINANCIAL GROUP INC
200K▲
News & Activity

HFWA News

20 articles · 4h ago

About

Heritage Financial Corporation is an Olympia-based bank holding company with Heritage Bank, a full-service commercial bank, as its sole wholly-owned banking subsidiary. Heritage Bank has a branching network of 61 banking offices in Washington and Oregon. Heritage Bank also does business under the Whidbey Island Bank name on Whidbey Island.

Sector
Finance and Insurance
Industry
Savings Institutions
Website
hf-wa.com ↗
Bryan D. McDonaldChief Executive Officer, President & Director
Nicholas BleyExecutive Vice President
Anthony ChalfantExecutive Vice President & Chief Credit Officer
Peers— Financial Services(7 companies)
Screen sector →
SymbolPriceDay %Mkt Cap↓P/ERev GrwMarginELO
HFWA◀
$27.52+0.36%$936M14.7+592.2%2010.1%1500
JPM
$302.10-1.36%$834.5B14.3+330.7%2039.3%1501
V
$318.79-0.79%$617.3B27.4+1134.0%5014.5%1499
MA
$495.48-1.09%$440.0B28.4+1641.6%4564.7%1492
BAC
$51.31-2.73%$377.0B11.7-45.1%1592.6%1503
MS
$193.09+1.51%$300.4B16.7+1147.7%1466.4%1520
GS
$936.48+1.15%$272.7B15.7-138.4%1373.0%1520
Sector avg—-0.42%—18.4+666.1%2580.1%1505

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