Subject of the day
HFWA
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit. In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
FY 2011–2025 · 15 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Net income | $61.76M | +12.5% | |
| Cash from ops | $94.82M | +17.5% |
$29.98
▲ +0.19 (+0.6%)
| 52w hi | $30.99 |
|---|---|
| 52w lo | $20.91 |
| Vol | 237.58K |
| As of | Aug 13 |
Our score +0.41
| Short | +0.22 |
|---|---|
| Medium | +0.48 |
| Long | +0.64 |
computed 2026-08-13
Heritage Financial Corporation
Financial Services · Banks - Regional
| Market cap | $1.23B |
|---|---|
| Enterprise value | $1.20B |
| Trailing P/E | 14.28x |
| Forward P/E | 11.31x |
| EV / EBITDA | — |
| P / S (ttm) | 4.16x |
| Profit margin | 26.4% |
| Return on equity | 7.8% |
| Revenue growth | +53.1% |
| Earnings growth | +17.0% |
| Debt / equity | — |
| Beta vs SPX | 0.80 |
|---|---|
| Corr SPX | 0.43 |
| Annual vol | 30.3% |
| Annual ret | +22.1% |
| Sharpe | 0.73 |
| Max DD | -23.1% |
Window: 504 trading days (504 obs)
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.39 | |
| Sector | +0.09 | |
| Technical | +0.21 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-08-13
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Aug 13 | $29.97 | $30.10 | $29.86 | $29.98 | 237.58K |
| Aug 12 | $29.59 | $29.95 | $29.47 | $29.79 | 271.50K |
| Aug 11 | $29.51 | $29.74 | $29.42 | $29.53 | 390.20K |
| Aug 10 | $29.32 | $29.46 | $29.04 | $29.41 | 380.30K |
| Aug 7 | $29.58 | $29.77 | $29.20 | $29.50 | 455.10K |