Heritage Financial Corp /Wa/ (HFWA) Stock Price & Analysis
Heritage Financial Corp /Wa/ (HFWA) rose 1.54% to USD 28.34 as of June 10, 2026 at 02:23 UTC, according to Nexqual real-time market data.
HFWA last closed at USD 27.91; the session ranged USD 28.06–28.72 on volume of 238,243 shares. Market capitalization is $1.17B, with a 52-week range of USD 21.32–28.98 (NMS). Source: Nexqual, June 10, 2026 at 02:23 UTC.
Key Statistics (as of June 10, 2026 at 02:23 UTC)
| Price | USD 28.34 |
|---|---|
| Change | ▲ 1.54% (up) |
| Previous Close | USD 27.91 |
| Open | USD 28.06 |
| Day Range | USD 28.06 – 28.72 |
| 52-Week Range | USD 21.32 – 28.98 |
| Volume | 238,243 shares |
| Market Cap | $1.17B |
| Exchange | NMS |
Technical Analysis (HFWA)
Nexqual's technical model rates HFWA "BUY" based on 5 bullish and 2 bearish signals across 124 daily candles, as of June 10, 2026 at 02:23 UTC.
| Overall Signal | BUY |
|---|---|
| RSI (14) | 60.61 (neutral) |
| vs SMA50 | Above (USD 27.1) |
| MACD | 0.24 (positive) |
Analyst Ratings (HFWA)
Wall Street analysts rate HFWA "None" based on 5 analysts, with a mean price target of USD 30.6 (range USD 30–32), per Nexqual as of June 10, 2026 at 02:23 UTC.
| Consensus Rating | None |
|---|---|
| Analyst Count | 5 |
| Mean Target | USD 30.6 |
| High Target | USD 32 |
| Low Target | USD 30 |
| Buy / Hold / Sell | 2 / 4 / 0 |
Earnings (HFWA)
| Next Earnings Date | 2026-07-23 |
|---|---|
| EPS Estimate | USD 0.54 |
| Revenue Estimate | $86.30M |
Recent Earnings History
| Quarter | Actual vs Estimate |
|---|---|
| 2026-03-31 | USD 0.59 vs est 0.57 ▲ beat |
| 2025-12-31 | USD 0.66 vs est 0.56 ▲ beat |
| 2025-09-30 | USD 0.56 vs est 0.55 ▲ beat |
| 2025-06-30 | USD 0.53 vs est 0.5 ▲ beat |
Source: Nexqual, June 10, 2026 at 02:23 UTC.
Financials & Fundamentals (HFWA)
| Total Revenue | $265.58M |
|---|---|
| Revenue Growth (YoY) | +37.20% |
| Gross Margin | +0.00% |
| Operating Margin | +32.29% |
| Profit Margin | +27.32% |
| ROE | +7.27% |
| Total Cash | $284.77M |
| Total Debt | $59.05M |
Source: Nexqual, June 10, 2026 at 02:23 UTC.
Financial Health Score (HFWA)
Nexqual rates Heritage Financial Corp /Wa/'s overall financial health "Mixed" across five dimensions, as of June 10, 2026 at 02:23 UTC.
| Growth | Mixed — Revenue +3.4% YoY (annual), slow |
|---|---|
| Profitability | Critical — Gross margin 0% |
| Balance Sheet | Mixed — $285M cash vs $59M debt, net cash position |
| Cash Flow | Solid — Operating cash flow $90M |
| Efficiency | Mixed — ROE 7%, ROA 0.9% |
Ownership (HFWA)
| Insider Ownership | +1.44% |
|---|---|
| Institutional Ownership | +80.88% |
| Shares Outstanding | 41.22M |
| Float | 40.55M |
| Short % of Float | +6.98% |
Source: Nexqual, June 10, 2026 at 02:23 UTC.
Leadership (HFWA)
Heritage Financial Corp /Wa/ is led by Bryan D. McDonald (age 53), CEO, President & Director, per Nexqual as of June 10, 2026 at 02:23 UTC.
| CEO, President & Director | Bryan D. McDonald (age 53) |
|---|---|
| Independent Chairman | Brian L. Vance (age 71) |
| Executive VP & CFO | Donald J. Hinson (age 64) |
| Executive Vice President | Nicholas M. Bley (age 51) |
Major Backers & Investors (HFWA)
Notable institutional backers of Heritage Financial Corp /Wa/ include Jennison Associates LLC, Victory Capital Management Inc., Victory Portfolios-Victory Sycamore Small Company Opportunity Fund, according to Nexqual as of June 10, 2026 at 02:23 UTC.
Active Investors
| Investor | Stake |
|---|---|
| Jennison Associates LLC | 7.8% |
| Victory Capital Management Inc. | 5.99% |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 4.43% |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 3.37% |
| Alliancebernstein L.P. | 2.78% |
Index Funds (Passive)
| Fund | Stake |
|---|---|
| BlackRock | 22.48% |
| Vanguard Group | 8.86% |
| State Street | 6.15% |
| Dimensional Fund Advisors | 4.75% |
| Geode Capital | 2.27% |
Source: Nexqual, June 10, 2026 at 02:23 UTC.
From Heritage Financial Corp /Wa/'s Latest SEC 10-K Filing (filed 2026-02-27)
Key Strengths & Strategy (as disclosed to the SEC)
- 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.
Source: SEC EDGAR 10-K, official filing. Curated by Nexqual.
Peers & Related Stocks
| Symbol | Name | Price | Change |
|---|---|---|---|
| HBNC | Horizon Bancorp, Inc. | USD 19.18 | ▲ 2.29% |
| GSBC | Great Southern Bancorp, Inc. | USD 74.48 | ▲ 1.6% |
| BANR | Banner Corporation | USD 65.37 | ▲ 0.79% |
| INDB | Independent Bank Corp. | USD 80.61 | ▲ 1.31% |
| LKFN | Lakeland Financial Corporation | USD 60.37 | ▲ 0.63% |
Data source: Nexqual — real-time market data, technical indicators, analyst consensus, earnings, SEC EDGAR filings. Last updated: June 10, 2026 at 02:23 UTC. This page is informational and not investment advice.