Heritage Financial (HFWA) Financials: Revenue & Earnings

HFWA price $28.82 -0.28 -0.98%

Ticker
HFWA
Price
$28.82
Change
-0.28 -0.98%
Market cap ?
$1.18B
Beta ?
0.50
Sector
Financial Services
Industry
Banks - Regional

Fair value

HFWA fair value Not meaningful. Price $28.82.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

No estimate. Cash-flow models don't suit banks

Compare HFWA

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2027-01-28—0.62—87.63M
2026-10-220.550.5186.51M86.11M
2026-07-230.570.4584.13M86.30M
2026-04-230.490.5777.92M80.49M
2026-01-220.660.5766.35M66.10M
2025-10-230.560.5565.70M66.21M
2025-07-240.530.5056.50M65.35M
2025-04-240.490.4557.59M61.76M
2025-01-230.350.4557.05M60.69M
2024-10-240.330.4154.80M58.12M
2024-07-250.410.4056.36M58.29M
2024-04-250.160.4148.63M59.89M
2024-01-250.180.4750.72M62.04M
2023-10-190.510.4361.89M62.48M
2023-07-200.480.4863.10M65.20M
2023-04-200.580.5968.10M68.63M
2023-01-260.640.6369.69M69.09M
2022-10-200.590.5166.74M61.81M
2022-07-210.520.4557.06M56.88M
2022-04-210.560.3855.48M53.32M
2022-01-270.550.4657.75M56.55M
2021-10-210.580.5259.61M60.43M
2021-07-220.900.5162.56M54.65M
2021-04-220.700.5260.49M60.71M
2021-01-280.660.4663.74M59.44M
2020-10-220.460.3857.89M43.42M
2020-07-23-0.170.1758.56M58.56M
2020-04-300.330.3258.04M56.28M
2020-02-280.47—62.95M—
2019-10-240.480.4758.70M57.48M
2019-07-250.430.4962.78M131.41M
2019-04-250.450.4961.24M62.30M
2019-03-010.45—63.33M—
2018-10-250.490.4762.66M66.23M
2018-07-250.350.4454.24M64.52M
2018-04-260.410.4450.80M75.27M
2018-01-250.420.3746.22M40.72M
2017-10-260.350.3543.38M43.38M
2017-07-260.390.3244.84M36.79M
2017-04-260.310.3140.49M40.50M

Dividends

Yield 3.37%. Payout ratio 33.82%. Frequency Quarterly.

Safety score 87/100 · Safe. Payout ratio is 34% of earnings. Free-cash-flow coverage is not available, so this part stays neutral. Dividends were paid in 28 separate years. Yield is 3.4%, in a range that is usually sustainable.

Ex-dateDividendRecordPaymentFrequency
2026-11-04$0.252026-11-042026-11-18Quarterly
2026-08-05$0.252026-08-052026-08-19Quarterly
2026-05-06$0.242026-05-062026-05-20Quarterly
2026-01-28$0.242026-01-282026-02-11Quarterly
2025-11-05$0.242025-11-052025-11-19Quarterly
2025-08-06$0.242025-08-062025-08-20Quarterly
2025-05-07$0.242025-05-072025-05-21Quarterly
2025-02-06$0.242025-02-062025-02-20Quarterly
2024-11-06$0.232024-11-062024-11-20Quarterly
2024-08-07$0.232024-08-072024-08-21Quarterly
2024-05-07$0.232024-05-082024-05-22Quarterly
2024-02-07$0.232024-02-082024-02-22Quarterly
2023-10-31$0.222023-11-012023-11-15Quarterly
2023-08-01$0.222023-08-022023-08-16Quarterly
2023-05-03$0.222023-05-042023-05-18Quarterly
2023-02-07$0.222023-02-082023-02-22Quarterly
2022-11-01$0.212022-11-022022-11-16Quarterly
2022-08-02$0.212022-08-032022-08-17Quarterly
2022-05-03$0.212022-05-042022-05-18Quarterly
2022-02-08$0.212022-02-092022-02-23Quarterly
2021-11-02$0.212021-11-032021-11-17Quarterly
2021-08-03$0.202021-08-042021-08-18Quarterly
2021-05-04$0.202021-05-052021-05-19Quarterly
2021-02-09$0.202021-02-102021-02-24Quarterly
2020-11-03$0.202020-11-042020-11-18Quarterly
2020-08-04$0.202020-08-052020-08-19Quarterly
2020-05-12$0.202020-05-132020-05-27Quarterly
2020-02-05$0.202020-02-062020-02-20Quarterly
2019-11-06$0.292019-11-072019-11-21Quarterly
2019-08-07$0.192019-08-082019-08-22Quarterly
2019-05-07$0.182019-05-082019-05-22Quarterly
2019-02-06$0.182019-02-072019-02-21Quarterly
2018-11-06$0.272018-11-072018-11-21Quarterly
2018-08-08$0.152018-08-092018-08-23Quarterly
2018-05-09$0.152018-05-102018-05-24Quarterly
2018-02-06$0.152018-02-072018-02-21Quarterly
2017-11-07$0.232017-11-082017-11-22Quarterly
2017-08-08$0.132017-08-102017-08-24Quarterly
2017-05-08$0.132017-05-102017-05-24Quarterly
2017-02-07$0.122017-02-092017-02-23Quarterly
2016-11-04$0.372016-11-082016-11-22Quarterly
2016-08-02$0.122016-08-042016-08-18Quarterly
2016-05-03$0.122016-05-052016-05-19Quarterly
2016-02-08$0.112016-02-102016-02-24Quarterly
2015-11-02$0.212015-11-042015-11-18Quarterly
2015-08-04$0.112015-08-062015-08-20Quarterly
2015-05-05$0.112015-05-072015-05-21Quarterly
2015-02-06$0.102015-02-102015-02-24Quarterly
2014-11-28$0.162014-12-022014-12-12Monthly
2014-11-04$0.092014-11-062014-11-20Quarterly
2014-08-05$0.092014-08-072014-08-21Quarterly
2014-04-04$0.082014-04-082014-04-23Quarterly
2014-02-06$0.082014-02-102014-02-24Quarterly
2013-11-01$0.082013-11-052013-11-15Quarterly
2013-08-02$0.182013-08-062013-08-15Quarterly
2013-05-08$0.082013-05-102013-05-24Quarterly
2013-02-06$0.082013-02-082013-02-22Quarterly
2012-11-21$0.302012-11-262012-12-06Quarterly
2012-11-07$0.082012-11-092012-11-21Quarterly
2012-08-10$0.082012-08-142012-08-24Monthly
2012-07-06$0.202012-07-102012-07-24Special
2012-05-08$0.082012-05-102012-05-24Quarterly
2012-02-08$0.062012-02-102012-02-24Quarterly
2011-11-23$0.252011-11-282011-12-09Monthly
2011-11-08$0.052011-11-102011-11-23Quarterly
2011-08-10$0.052011-08-122011-08-26Quarterly
2011-05-11$0.032011-05-132011-05-27Quarterly
2009-02-03$0.102009-02-052009-02-20Quarterly
2008-10-10$0.142008-10-152008-10-31Quarterly
2008-07-11$0.212008-07-152008-07-30Quarterly
2008-04-11$0.212008-04-152008-04-30Quarterly
2008-01-11$0.212008-01-152008-01-30Quarterly
2007-10-11$0.212007-10-152007-10-30Quarterly
2007-07-12$0.212007-07-162007-07-30Quarterly
2007-04-12$0.212007-04-162007-04-30Quarterly
2007-01-10$0.212007-01-152007-01-31Quarterly
2006-10-12$0.202006-10-162006-10-31Quarterly
2006-07-13$0.202006-07-172006-07-31Quarterly
2006-04-12$0.202006-04-172006-04-28Quarterly
2006-01-11$0.192006-01-162006-01-30Quarterly

Insider trades

DateInsiderActionSharesPriceValue
2026-09-15Rivera Frederick BSell1.30K$28.5737.13K
2026-09-03CHARNESKI BRIANSell13.68K$29.18399.09K
2026-08-13Ray Matthew T.Sell3.69K$30.10111.13K
2026-08-05LYON JEFFREY SSell10.00K$30.00300.00K
2026-08-05Chalfant TonySell3.23K$29.9296.75K
2026-07-30Wilson Kelli AnnSell3.78K$29.69112.18K
2026-07-17Glasby WilliamOther0——
2026-07-17Glasby WilliamBuy1.85K$30.5256.34K
2026-07-17Glasby WilliamBuy1.85K$30.5256.34K
2026-07-17Glasby WilliamSell3.38K$30.52103.13K
2026-07-17Glasby WilliamBuy1.85K$30.5256.34K
2026-07-17Glasby WilliamBuy1.59K$30.5248.68K
2026-07-17Glasby WilliamBuy1.59K$30.5248.68K
2026-07-17Glasby WilliamBuy1.82K$30.5255.67K
2026-07-17Glasby WilliamBuy301$30.529.19K
2026-07-17Glasby WilliamBuy301$30.529.19K
2026-07-17Glasby WilliamBuy301$30.529.19K
2026-07-17Glasby WilliamBuy302$30.529.22K
2026-07-17Glasby WilliamBuy264$30.528.06K
2026-07-17Glasby WilliamBuy264$30.528.06K
2026-07-17Glasby WilliamBuy265$30.528.09K
2026-07-17Glasby WilliamBuy265$30.528.09K
2026-07-17Glasby WilliamSell1.85K$30.5256.34K
2026-07-17Glasby WilliamSell1.85K$30.5256.34K
2026-07-17Glasby WilliamSell1.59K$30.5248.68K
2026-07-17Glasby WilliamSell302$30.529.22K
2026-07-17Glasby WilliamSell265$30.528.09K
2026-07-17Glasby WilliamSell301$30.529.19K
2026-07-17Glasby WilliamSell265$30.528.09K
2026-07-17Glasby WilliamSell301$30.529.19K
2026-07-17Glasby WilliamSell264$30.528.06K
2026-07-17Glasby WilliamSell1.85K$30.5256.34K
2026-06-17Dryer Trevor D.Buy2.00K$27.5255.01K
2026-06-17Rivera Frederick BBuy2.00K$27.5255.01K
2026-06-17Giacobbe Gail B.Buy2.00K$27.5255.01K
2026-06-17Watson AnnBuy2.00K$27.5255.01K
2026-06-17LYON JEFFREY SBuy2.00K$27.5255.01K
2026-06-17Ellwanger Kimberly TBuy2.00K$27.5255.01K
2026-06-17Allan Scott TantonBuy2.00K$27.5255.01K
2026-06-17Saunders Karen RBuy2.00K——
2026-06-17CHARNESKI BRIANBuy2.00K——
2026-06-17VANCE BRIAN LBuy2.00K——
2026-06-15Chalfant TonyBuy1.32K$28.4437.43K
2026-06-15Chalfant TonySell135$28.443.84K
2026-06-15Chalfant TonySell1.32K——
2026-06-15Curran Amy E.Buy576$28.4416.38K
2026-06-15Curran Amy E.Sell71$28.442.02K
2026-06-15Curran Amy E.Sell576——
2026-06-09Hinson DonaldSell3.84K$28.37109.01K
2026-05-01Robison Sabrina CSell716$27.5119.70K
2026-05-01Robison Sabrina CSell4.72K$27.61130.43K
2026-05-01Dryer Trevor D.Buy2.22K$27.6161.24K
2026-05-01Dryer Trevor D.Sell2.22K——
2026-05-01LYON JEFFREY SBuy2.22K$27.6161.24K
2026-05-01LYON JEFFREY SSell2.22K——
2026-05-01Watson AnnBuy2.22K$27.6161.24K
2026-05-01Watson AnnSell2.22K——
2026-05-01CHARNESKI BRIANBuy2.22K$27.6161.24K
2026-05-01CHARNESKI BRIANSell2.22K——
2026-05-01Giacobbe Gail B.Buy2.22K$27.6161.24K
2026-05-01Giacobbe Gail B.Sell2.22K——
2026-05-01VANCE BRIAN LBuy2.22K$27.6161.24K
2026-05-01VANCE BRIAN LSell2.22K——
2026-05-01Saunders Karen RBuy2.22K$27.6161.24K
2026-05-01Saunders Karen RSell2.22K——
2026-05-01Rivera Frederick BBuy2.22K$27.6161.24K
2026-05-01Rivera Frederick BSell2.22K——
2026-05-01Ellwanger Kimberly TBuy2.22K$27.6161.24K
2026-05-01Ellwanger Kimberly TSell2.22K——
2026-03-16Wilson Kelli AnnBuy1.34K$24.8933.48K
2026-03-16Wilson Kelli AnnSell719$24.8917.90K
2026-03-16Wilson Kelli AnnBuy1.45K$24.8936.17K
2026-03-16Wilson Kelli AnnBuy530$24.8913.19K
2026-03-16Wilson Kelli AnnBuy490$24.8912.20K
2026-03-16Wilson Kelli AnnSell530——
2026-03-16Wilson Kelli AnnSell1.34K——
2026-03-16Wilson Kelli AnnSell1.45K——
2026-03-16Wilson Kelli AnnSell490——
2026-03-16Robison Sabrina CBuy1.26K$24.8931.44K
2026-03-16Robison Sabrina CSell744$24.8918.52K
2026-03-16Robison Sabrina CBuy1.36K$24.8933.93K
2026-03-16Robison Sabrina CBuy265$24.896.60K
2026-03-16Robison Sabrina CBuy1.15K$24.8928.55K
2026-03-16Robison Sabrina CSell1.26K——
2026-03-16Robison Sabrina CSell265——
2026-03-16Robison Sabrina CSell1.36K——
2026-03-16Robison Sabrina CSell1.15K——
2026-03-16Ray Matthew T.Buy1.00K$24.8924.91K
2026-03-16Ray Matthew T.Sell749$24.8918.64K
2026-03-16Ray Matthew T.Buy1.66K$24.8941.42K
2026-03-16Ray Matthew T.Buy530$24.8913.19K
2026-03-16Ray Matthew T.Buy662$24.8916.48K
2026-03-16Ray Matthew T.Buy155$24.893.86K
2026-03-16Ray Matthew T.Buy504$24.8912.54K
2026-03-16Ray Matthew T.Sell530——
2026-03-16Ray Matthew T.Sell1.00K——
2026-03-16Ray Matthew T.Sell1.66K——
2026-03-16Ray Matthew T.Sell504——
2026-03-16Ray Matthew T.Sell155——
2026-03-16Ray Matthew T.Sell662——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 194, holders +10 vs prior quarter. Ownership 84.11%.

HolderSharesChangeChange %Value
BLACKROCK, INC.5.81M249.33K+4.48%172.13M
JENNISON ASSOCIATES LLC3.54M324.69K+10.10%104.80M
VICTORY CAPITAL MANAGEMENT INC2.36M-108.40K-4.39%69.93M
DIMENSIONAL FUND ADVISORS LP2.04M87.92K+4.49%60.55M
STATE STREET CORP1.98M185.73K+10.34%58.71M
VANGUARD CAPITAL MANAGEMENT LLC1.83M-13.19K-0.71%54.34M
GEODE CAPITAL MANAGEMENT, LLC1.10M168.97K+18.08%32.70M
ALLIANCEBERNSTEIN L.P.1.14M-8.44K-0.74%29.55M
VANGUARD PORTFOLIO MANAGEMENT LLC749.71K96.02K+14.69%22.21M
BASSWOOD CAPITAL MANAGEMENT, L.L.C.689.01K-9.89K-1.42%20.41M
BOSTON PARTNERS677.11K-13.21K-1.91%20.05M
WELLINGTON MANAGEMENT GROUP LLP528.11K-100.21K-15.95%15.64M
ALGEBRIS (UK) LTD469.40K-49.01K-9.45%13.86M
MORGAN STANLEY455.99K-23.85K-4.97%13.51M
NORTHERN TRUST CORP440.62K27.51K+6.66%13.05M
CHARLES SCHWAB INVESTMENT MANAGEMENT INC399.44K22.39K+5.94%11.83M
SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P.399.44K399.44KNew11.83M
BANK OF NEW YORK MELLON CORP398.96K19.57K+5.16%11.82M
TWO SIGMA INVESTMENTS, LP389.21K-101.20K-20.64%11.53M
RHINO INVESTMENT PARTNERS, INC373.46K43.00K+13.01%11.06M
MANUFACTURERS LIFE INSURANCE COMPANY, THE308.64K-713-0.23%9.14M
BRIDGEWAY CAPITAL MANAGEMENT, LLC301.41K12.83K+4.45%8.93M
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP298.12K-135.39K-31.23%8.83M
HEARTLAND ADVISORS INC275.00K00.00%8.15M
VANGUARD FIDUCIARY TRUST CO274.79K7.89K+2.95%8.14M

Earnings and financials

Heritage Financial Corporation (HFWA) trades at $28.82, with a market cap of $1.18B and a trailing P/E of n/a. Revenue below is the annual history on file. It describes what the business has already reported. It is not a forecast and it is not a recommendation.

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Heritage Financial (HFWA) Financials: Revenue & Earnings

HFWA$28.82-0.28 -0.98%

$1.18B

Market Cap

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P/E

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Forward P/E

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Score

Price History