Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.381
Neutral
RSI(14)
40.566
Neutral
STOCH(KDJ)(9,3,3)
15.219
Sell
ATR(14)
0.680
Low Volatility
CCI(14)
-160.240
Sell
Williams %R
91.220
Oversold
TRIX(12,20)
0.018
Sell
StochRSI(14)
0.000
Oversold
Search
Heritage Financial Corp
HFWAAdd to Watchlist
26.030USD
-0.450-1.70%
Close 05/15, 16:00（ET）Quotes delayed by 15 min
1.07BMarket Cap
12.59P/E TTM
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: 2026-05-15Key Insights
Heritage Financial Corp's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 58 out of 394 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 30.60.In the medium term, the stock price is expected to remain stable.Despite a weak stock market performance over the past month, the company shows strong fundamentals and 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
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Neutral
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 of 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, and consumer loans. 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. Its personal and business banking customers have the option of selecting from a variety of account types. 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%.
Overvalued
The company’s latest PB is 0.96, at a high 3-year percentile range.
Institutional Buying
The latest institutional holdings are 33.34M shares, increasing 4.96% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 3.62K shares of this stock.
Analyst Rating
Based on
6
analysts
Hold
Current Rating
30.600
Target Price
+15.56%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-05-15The current financial score of Heritage Financial Corp is 8.90, ranking 53 out of 394 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 70.72M, representing a year-over-year increase of 37.22%, while its net profit experienced a year-over-year increase of 36.20%.
Score
Financials
7.66
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
9.93
Operational Efficiency
10.00
Growth Potential
7.90
Shareholder Returns
9.00
Heritage Financial Corp's Company Valuation
Currency: USD Updated: 2026-05-15The current valuation score of Heritage Financial Corp is 7.28, ranking 268 out of 394 in the Banking Services industry. Its current P/E ratio is 12.59, which is 99.55% below the recent high of 25.13 and 48.47% above the recent low of 6.49.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 58/394
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-05-15The current earnings forecast score of Heritage Financial Corp is 6.67, ranking 238 out of 394 in the Banking Services industry. The average price target is 28.00, with a high of 31.00 and a low of 26.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
6
analysts
Hold
Current Rating
30.600
Target Price
+15.56%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
308
Total
4
Median
5
Average
Company name
Ratings
Analysts
Heritage Financial Corp
HFWA
6
JPMorgan Chase & Co
JPM
27
Bank of America Corp
BAC
27
Wells Fargo & Co
WFC
26
PNC Financial Services Group Inc
PNC
23
US Bancorp
USB
23
1
2
3
...
62
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
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: 2026-05-15The current price momentum score of Heritage Financial Corp is 6.63, ranking 265 out of 394 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 27.92 and the support level at 25.00, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
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.
Moving Average
Indicators
Value
Direction
MA5
26.478
Sell
MA10
26.931
Sell
MA20
27.140
Sell
MA50
26.422
Sell
MA100
26.225
Sell
MA200
24.949
Buy
Institutional Confidence
Currency: USD Updated: 2026-05-15The current institutional shareholding score of Heritage Financial Corp is 7.00, ranking 70 out of 394 in the Banking Services industry. The latest institutional shareholding proportion is 80.81%, representing a quarter-over-quarter increase of 10.76%. The largest institutional shareholder is HOTCHKIS & WILEY, holding a total of 282.82K shares, representing 0.69% of shares outstanding, with 19.84% decrease in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Risk Assessment
Currency: USD Updated: 2026-05-15The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Heritage Financial Corp is 8.01, ranking 137 out of 394 in the Banking Services industry. The company's beta value is 0.49. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. with an industry-leading ESG disclosure.
Score
Beta vs S&P 500 index
0.49
VaR
+3.02%
240-Day Maximum Drawdown
+16.56%
240-Day Volatility
+32.71%
Return
Best Daily Return
60 days
+3.29%
120 days
+7.16%
5 years
+15.20%
Worst Daily Return
60 days
-4.44%
120 days
-5.54%
5 years
-8.16%
Sharpe Ratio
60 days
-1.14
120 days
+1.24
5 years
+0.30
Risk Assessment
Maximum Drawdown
240 days
+16.56%
3 years
+24.32%
5 years
+55.29%
Return-to-Drawdown Ratio
240 days
+0.83
3 years
+0.80
5 years
+0.03
Skewness
240 days
+0.17
3 years
+0.65
5 years
+0.41
Volatility
Realised Volatility
240 days
+32.71%
5 years
+35.25%
Standardised True Range
240 days
+2.75%
5 years
+2.69%
Downside Risk-Adjusted Return
120 days
+203.88%
240 days
+203.88%
Maximum Daily Upside Volatility
60 days
+23.24%
Maximum Daily Downside Volatility
60 days
+23.82%
Liquidity
Average Turnover Rate
60 days
+0.89%
120 days
+0.81%
5 years
--
Turnover Deviation
20 days
+23.26%
60 days
+38.12%
120 days
+25.09%
Peer Comparison
Banking Services
Heritage Financial Corp
HFWA
7.48 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Royal Bank of Canada
RY
8.49 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Prosperity Bancshares Inc
PB
8.47 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.42 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
SYF
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AER
8.38 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
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