• $1.2B
    Market Cap
  • 24.97%
    1-Year Change
  • Banks - Regional
    Industry

Key Performance

More
  • Earnings Score: N/A
  • Momentum Score: 73
  • True Yield: 28
  • Financial Health Score: N/A
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Latest Research & News

Heritage Financial Filed an Insider Sale. The Form 4 provides the context

Sabrina C Robison, EVP Chief HR Officer at Heritage Financial Corporation, sold 5,439 shares for approximately $150,000. The sale primarily consisted of 4,723 shares from indirect holdings (401k plan) with a full exit, while only 716 shares were sold from direct holdings. Robison retains 32,931 shares directly. The article characterizes this as low-signal insider selling, likely driven by personal financial planning rather than negative outlook on the company.

05/10/2026, 9:04 AM • The Motley Fool

Heritage Financial Corporation Declares Quarterly Dividend

Heritage Financial Corporation (NASDAQ: HFWA) announced a quarterly cash dividend of $0.24 per common share, payable on February 11, 2026 to shareholders of record on January 28, 2026. The dividend is being paid early in advance of the anticipated merger with Olympic Bancorp, Inc.

01/16/2026, 4:05 PM • Benzinga

$HAREHOLDER ALERT: The M&A Class Action Firm Continues to Investigate the Merger--HFWA, HOUS, COMP, and CSGS

Law firm Monteverde & Associates is investigating potential class action lawsuits related to mergers involving Heritage Financial, Anywhere Real Estate, Compass, and CSG Systems International.

12/03/2025, 2:03 PM • Benzinga

Halper Sadeh LLC Encourages HFWA, BRNS, FITB Shareholders to Contact the Firm to Discuss Their Rights

Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in mergers, encouraging shareholders to contact them about their legal rights.

11/20/2025, 5:00 PM • GlobeNewswire

Halper Sadeh LLC Encourages CMA, HFWA, COMP, HOUS Shareholders to Contact the Firm to Discuss Their Rights

Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in mergers and acquisitions, encouraging shareholders to contact them about their legal rights.

11/19/2025, 3:48 PM • GlobeNewswire

Halper Sadeh LLC Encourages HFWA, FITB, AVDL, BRNS Shareholders to Contact the Firm to Discuss Their Rights

Law firm investigating potential securities law violations and fiduciary duty breaches for several companies involved in mergers and acquisitions.

11/18/2025, 7:18 PM • GlobeNewswire

HERITAGE FINANCIAL INVESTOR ALERT by the Former Attorney General of Louisiana: Kahn Swick & Foti, LLC Investigates Heritage Financial Corporation - HFWA

Law firm Kahn Swick & Foti is investigating the proposed sale of Olympic Bancorp to Heritage Financial Corporation, examining whether the transaction is fair to Heritage shareholders.

09/29/2025, 11:12 AM • Benzinga

HFWA Stock Alert: Halper Sadeh LLC Is Investigating Whether the Merger of Heritage Financial Corporation Is Fair to Shareholders

Halper Sadeh LLC is investigating the merger between Heritage Financial Corporation and Olympic Bancorp, questioning whether the transaction is fair to Heritage shareholders and potentially seeking increased consideration or additional disclosures.

09/26/2025, 8:58 AM • Benzinga

Costco Wholesale, Concentrix And 3 Stocks To Watch Heading Into Friday

Several companies reported quarterly earnings, with mixed results. Costco beat estimates, while Concentrix reported weaker-than-expected earnings and guidance. Heritage Financial announced an acquisition, and Inventiva and LightPath Technologies also shared financial updates.

09/26/2025, 6:16 AM • Benzinga

Peers

Statistics

More
Day Range
$27.85
$28.34
$28.08
1-Year Range
$21.47
$29.04
$28.08
Latest Close$28.08
Change
+$0.16 (+0.57%)
Volume265,470
Market Cap$1.2B
Shares Outstanding41.2M
P/E (TTM)13.78
Diluted EPS (TTM)$2.04
Enterprise Value$931.7M

Information as of 06/22/2026

Company Profile

HERITAGE FINANCIAL CORP
https://www.hf-wa.com
$1.2B
Market Cap
$72.6M
Net Income
Sector: Financial Services
Industry: Banks - Regional
201 Fifth Avenue SW, Olympia, WA, United States, 98501
360 943 1500

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.

Key Executives

  • Bryan D. McDonald
  • Donald J. Hinson
  • Anthony Chalfant
  • Nicholas Bley
  • Jeffrey J. Deuel

Current Ownership Distribution

  • Institutions516.2M (71.75%)
  • Mutual Funds202.1M (28.09%)
  • Insiders1.2M (0.17%)
  • Other0 (0.00%)