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Heritage Financial Corp

HFWA

22.570USD

+0.380+1.71%

Close 11/03, 16:00（ET）Quotes delayed by 15 min

766.40MMarket Cap

13.39P/E TTM



Heritage Financial Corp

22.570

+0.380+1.71%

Overview Company Financials Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

Overview

Company

Financials

Analysis

TradingKey Stock Score

Overall Financial Health

Valuation Dimensions

Earnings Forecast

Price Momentum

Institutional Confidence

Risk Assessment

Peer Comparison

TradingKey Stock Score of Heritage Financial Corp

Currency: USD Updated: 2025-10-31

Key Insights

The company's fundamentals are relatively very healthy. Its valuation is considered fairly valued,and institutional recognition is very high. Over the past 30 days, multiple analysts have rated the company as a Hold. Despite a weak stock market performance, the company shows strong technicals. The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.

Heritage Financial Corp's Score

Industry at a Glance

Industry Ranking

160 / 408

Overall Ranking

249 / 4618

Industry

Banking Services

Support & Resistance

No Data

Score Analysis

Current score

Previous score

Analyst Rating

Based on 6 analysts

Hold

Current Rating

27.800

Target Price

+25.28%

Upside Space

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Heritage Financial Corp Highlights

StrengthsRisks

Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, consumer loans and residential real estate loans for sale or investment purposes on residential properties located primarily in its market. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices.

High Dividend

The company is a high dividend payer, with the latest dividend payout ratio of 74.32%.

Stable Dividend

The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 74.32%.

Fairly Valued

The company’s latest PB is 0.83, at a medium 3-year percentile range.

Institutional Selling

The latest institutional holdings are 29.71M shares, decreasing 5.90% quarter-over-quarter.

Held by Keeley-Teton Advisors, LLC

Star Investor Keeley-Teton Advisors, LLC holds 19.80K shares of this stock.

Financial Health

Currency: USD Updated: 2025-10-31

The company's current financial score is 4.87, which is lower than the Banking Services industry's average of 7.05. Its financial status is robust, and its operating efficiency is low. Its latest quarterly revenue reached 59.88M, representing a year-over-year increase of 21.31%, while its net profit experienced a year-over-year increase of 67.81%.

Score

Industry at a Glance

Previous score

4.87

Change



Financials

8.96

Key Metrics

Cash and cash equivalents

Total assets

Total liabilities

Free cash flow

No Data



Quality of Earnings

3.13

Key Metrics

Total revenue

Operating profit

Total assets

SG&A

No Data



Operational Efficiency

2.57

Key Metrics

Cash flow from operating activities

Income after tax

No Data



Growth Potential

4.58

Key Metrics

Cash flow from operating activities

Total revenue

No Data



Shareholder Returns

5.12

Key Metrics

Free cash flow

No Data

Heritage Financial Corp's Company Valuation

Currency: USD Updated: 2025-10-31

The company’s current valuation score is 7.28, which is lower than the Banking Services industry's average of 7.67. Its current P/E ratio is 13.20, which is 90.36% below the recent high of 25.13 and 50.85% above the recent low of 6.49.

Score

Industry at a Glance

Previous score

7.28

Change

Valuation Dimensions

P/E

P/B

P/S

P/CF

Industry Ranking 160/408

No Data

Earnings Forecast

Currency: USD Updated: 2025-10-31

The company’s current earnings forecast score is 6.67, which is lower than the Banking Services industry's average of 7.39. The average price target for Heritage Financial Corp is 28.00, with a high of 31.00 and a low of 26.00.

Score

Industry at a Glance

Previous score

6.67

Change

Support & Resistance

No Data

Analyst Rating

Based on 6 analysts

Hold

Current Rating

27.800

Target Price

+25.28%

Upside Space

Strong Buy

Buy

Hold

Sell

Strong Sell

Peer Comparison

295

Total

Median

Average

Company name

Ratings

Analysts

Heritage Financial Corp

HFWA

JPMorgan Chase & Co

JPM

Bank of America Corp

BAC

Wells Fargo & Co

WFC

Zions Bancorporation NA

ZION

US Bancorp

USB

...

Financial Forecasting

EPS

Revenue

Net Profit

EBIT

No Data

Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.

Price Momentum

Currency: USD Updated: 2025-10-31

The company’s current price momentum score is 6.23, which is lower than the Banking Services industry's average of 7.35. Sideways: Currently, the stock price is trading between the resistance level at 24.02 and the support level at 21.15, making it suitable for range-bound swing trading.

Score

Industry at a Glance

Previous score

6.39

Change

-0.16

Support & Resistance

No Data

Indicators



The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.

This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.

Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.

Indicators

Sell(3)

Neutral(3)

Buy(1)

Indicators

Value

Direction

MACD(12,26,9)

-0.035

Sell

RSI(14)

42.398

Neutral

STOCH(KDJ)(9,3,3)

36.666

Neutral

ATR(14)

0.700

Low Volatility

CCI(14)

-88.995

Neutral

Williams %R

65.652

Sell

TRIX(12,20)

-0.263

Sell

StochRSI(14)

45.915

Buy

Moving Average

Sell(6)

Neutral(0)

Buy(0)

Indicators

Value

Direction

MA5

22.628

Sell

MA10

22.827

Sell

MA20

22.966

Sell

MA50

23.910

Sell

MA100

23.854

Sell

MA200

23.792

Sell

Institutional Confidence

Currency: USD Updated: 2025-10-31

The company’s current institutional recognition score is 7.00, which is higher than the Banking Services industry's average of 5.27. The latest institutional shareholding proportion is 87.50%, representing a quarter-over-quarter decrease of 1.60%. The largest institutional shareholder is The Vanguard, holding a total of 2.41M shares, representing 7.11% of shares outstanding, with 0.67% decrease in holdings.

Score

Industry at a Glance

Previous score

7.00

Change

Institutional Shareholding

No Data

Shareholder Activity

Name

Shares Held

Chg %

BlackRock Institutional Trust Company, N.A.

4.53M

-1.86%

Jennison Associates LLC

2.98M

+8.18%

The Vanguard Group, Inc.

Star Investors

2.41M

+0.38%

Victory Capital Management Inc.

2.41M

+62.46%

Dimensional Fund Advisors, L.P.

2.04M

-1.49%

State Street Investment Management (US)

1.59M

+3.42%

AllianceBernstein L.P.

1.36M

-1.58%

Geode Capital Management, L.L.C.

828.03K

+0.42%

Arrowstreet Capital, Limited Partnership

504.51K

+13.40%

Algebris (UK) Limited

443.37K

+52.27%

Risk Assessment

Currency: USD Updated: 2025-10-31

The company’s current risk assessment score is 7.29, which is higher than the Banking Services industry's average of 6.60. The company's beta value is 0.57. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.