HFWA SEC Filings - Heritage Finl Corp Wash 10-K, 10-Q, 8-K Forms
This page provides access to Heritage Financial Corporation's (HFWA) SEC filings, including annual 10-K reports, quarterly 10-Q statements, and 8-K material event disclosures. It highlights recent filings detailing insider purchases, quarterly earnings, dividend declarations, and merger agreements such as the acquisition of Olympic Bancorp, Inc. and Kitsap Bank. The platform aims to assist investors in reviewing the company's financial condition, capital, risk profile, and corporate actions with AI-powered summaries.
Heritage Financial Corporation stock hits 52-week high at 28.59 USD
Heritage Financial Corporation's stock reached a 52-week high of $28.59, reflecting strong financial performance and investor confidence. The company recently completed a merger with Olympic Bancorp and reported better-than-expected Q4 2025 earnings, leading analysts to raise price targets. Heritage Financial appears slightly undervalued according to some analyses.
Heritage Financial Corporation stock hits 52-week high at 28.59 USD
Heritage Financial Corporation's stock reached a 52-week high of $28.59 USD, reflecting strong investor confidence with significant returns over the past year. The company recently completed a merger with Olympic Bancorp and reported better-than-expected Q4 2025 earnings, leading analysts to raise price targets. InvestingPro analysis suggests the stock is slightly undervalued despite its recent surge.
SHAREHOLDER INQUIRY: Halper Sadeh LLC Probes HFWA, FSFG, TIPT for Shareholder Interests
Halper Sadeh LLC is investigating Heritage Financial Corporation (HFWA), First Savings Financial Group (FSFG), and Tiptree Inc. (TIPT) for potential violations of federal securities laws and breaches of fiduciary duties related to their recent transactions. The law firm is offering free consultations to shareholders concerned about their rights and options. This investigation comes amidst recent positive financial reports and dividend announcements from Heritage Financial Corporation, as well as analyst upgrades.
Heritage Financial Corporation (NASDAQ:HFWA) Given Consensus Recommendation of "Hold" by Brokerages
Heritage Financial Corporation (NASDAQ:HFWA) has received a consensus "Hold" rating from six brokerages, with an average 12-month target price of $31.25. The company recently surpassed earnings expectations, posting $0.66 EPS against an estimated $0.57, and announced a quarterly dividend of $0.24. Recent insider transactions show sales by a director and an EVP, though hedge funds have actively adjusted their holdings, with institutional investors owning 78.30% of the stock.
Heritage financial director Rivera sells $47k in shares
Heritage Financial Corp director Frederick B. Rivera sold 1,800 shares of common stock for approximately $47,349 on February 3, 2026. This transaction follows the company's merger with Olympic Bancorp, Inc. and strong Q4 2025 earnings, which have led analysts to raise price targets for HFWA.
How Heritage Financial Corporation (HFWA) Affects Rotational Strategy Timing
This article analyzes Heritage Financial Corporation (HFWA) using AI models from Stock Traders Daily, focusing on how its current market signals impact rotational strategy timing. It highlights neutral near-term readings, strong mid-term sentiment, and elevated downside risk due to a lack of long-term support signals. The report also details institutional trading strategies, including position, momentum, and risk-hedging strategies, along with multi-timeframe signal analysis for HFWA.
Heritage Financial (HFWA) completes all-stock merger with Olympic Bancorp and Kitsap Bank
Heritage Financial Corporation (HFWA) has completed its all-stock merger with Olympic Bancorp, Inc., with Olympic merging into Heritage Financial and its subsidiary Kitsap Bank merging into Heritage Bank. Under the agreement, Olympic shareholders received 45.0 shares of Heritage Financial common stock for each Olympic share. This strategic acquisition expands Heritage's banking franchise, and the company plans to file audited financial statements and pro forma information in a subsequent amendment.
Heritage Financial Corporation Completes Acquisition of Olympic Bancorp Inc.
Heritage Financial Corporation has completed its acquisition of Olympic Bancorp, Inc., integrating the latter's operations and Kitsap Bank into its existing framework. This strategic move, announced on February 2, 2026, expands Heritage Financial's market presence in Washington state and aims to strengthen its position in the regional banking sector.
Kitsap Bank branches join Heritage as 7,167,600 new shares issued
Heritage Financial Corporation (HFWA) has successfully completed its merger with Olympic Bancorp, Inc., effective January 31, 2026. This acquisition involves Heritage issuing 7,167,600 shares of its common stock and integrating Kitsap Bank's branches into Heritage Bank, expanding its network across Washington, Oregon, and Idaho. Olympic shareholders will receive 45.0 shares of Heritage common stock for each of their shares.
Heritage Financial Corporation Announces Completion of Acquisition of Olympic Bancorp, Inc.
Heritage Financial Corporation (Nasdaq: HFWA) has announced the completion of its merger with Olympic Bancorp, Inc., effective January 31, 2026. As a result, Kitsap Bank has merged into Heritage Bank, and Olympic shareholders will receive 45.0 shares of Heritage's common stock for each Olympic share. Heritage will issue a total of 7,167,600 shares of its common stock for the transaction.
Heritage Financial Corporation Announces Completion of Acquisition of Olympic Bancorp, Inc.
Heritage Financial Corporation (Nasdaq: HFWA) announced the completion of its acquisition of Olympic Bancorp, Inc., and the merger of Kitsap Bank into Heritage Bank, effective January 31, 2026. Heritage will issue approximately 7.17 million shares of its common stock to Olympic shareholders as part of the transaction. This acquisition expands Heritage Bank's presence in Washington, Oregon, and Idaho, welcoming Kitsap Bank's customers and employees.
Heritage Financial Corporation completed the acquisition of Olympic Bancorp, Inc. from a group of shareholders.
Heritage Financial Corporation has successfully acquired Olympic Bancorp, Inc. for approximately $180 million through an all-stock deal. The merger, which was approved by both companies' boards and shareholders, involved Olympic shareholders receiving 45.0 shares of Heritage common stock for each Olympic share. This acquisition was finalized on January 31, 2026, after receiving all necessary regulatory approvals.
Heritage Financial EVP Wilson sells $50k in stock
Heritage Financial Corp's EVP Chief Banking Officer, Kelli Ann Wilson, sold 1,900 shares of company stock for over $50,000 on January 26, 2026. This transaction leaves Wilson with 3,778 directly owned shares. The sale follows a strong fourth quarter for 2025, where Heritage Financial surpassed earnings and revenue expectations, leading analysts to raise price targets for the stock.
Heritage Financial EVP Wilson sells $50k in stock By Investing.com
Kelli Ann Wilson, EVP Chief Banking Officer at Heritage Financial Corp, sold 1,900 shares of common stock for over $50,000 on January 26, 2026. This transaction leaves Wilson with 3,778 directly owned shares. The sale follows Heritage Financial's strong Q4 2025 earnings which surpassed market expectations, leading several analysts to raise their price targets for the company.
Heritage Financial Corporation (NASDAQ:HFWA) Declares Quarterly Dividend of $0.24
Heritage Financial Corporation (NASDAQ:HFWA) declared a quarterly dividend of $0.24 per share, marking 14 consecutive years of annual increases. The dividend, payable on February 11th to shareholders of record on January 28th, represents an annualized payout of $0.96 and a 3.6% yield. The company's dividend payout ratio is 42.5%, well-covered by expected earnings, and analysts generally rate the stock as "Hold" with an average price target of $30.33.
Algebris UK Ltd. Makes New Investment in Heritage Financial Corporation $HFWA
Algebris UK Ltd. has made a new investment in Heritage Financial Corporation (NASDAQ:HFWA), acquiring 445,760 shares valued at approximately $10.78 million in the third quarter, representing a 1.31% stake. Heritage Financial recently reported strong Q4 results, beating EPS and revenue expectations, and announced a quarterly dividend of $0.24 per share. Despite the positive earnings and an analyst upgrade from DA Davidson, the stock experienced a 5.5% decline due to concerns over dilution from a shareholder-approved stock issuance related to the Olympic merger.
Dividend Investors: Don't Be Too Quick To Buy Heritage Financial Corporation (NASDAQ:HFWA) For Its Upcoming Dividend
Heritage Financial Corporation is about to trade ex-dividend, but investors should be cautious. Although the company maintains an acceptable payout ratio, its earnings per share have remained flat over the past five years, and the dividend growth rate is moderate. Consequently, the article suggests that the stock may not be an attractive option for dividend investors due to poor dividend quality and static earnings.
Dividend Investors: Don't Be Too Quick To Buy Heritage Financial Corporation (NASDAQ:HFWA) For Its Upcoming Dividend
Heritage Financial Corporation (NASDAQ:HFWA) is about to trade ex-dividend, offering a 3.6% trailing yield. However, the company's earnings per share have been flat over the past five years, and it distributes over half of its earnings as dividends, raising concerns about dividend sustainability. Investors are advised to consider these factors and potential risks before investing solely for the dividend.
Heritage Financial Reports Q4 2025 Results, Adjusts Loan Loss Provisions
Heritage Financial Corporation (NASDAQ: HFWA) released its Q4 2025 earnings, showcasing stable operations with continued net interest income generation and adjusted loan loss provisions. The Olympia, Washington-based savings institution maintained its focus on community banking in the Pacific Northwest, with a market capitalization of approximately $485 million. The company emphasized controlled expense growth, measured loan portfolio development, and consistent capital management within regulatory guidelines.
Heritage Financial shareholders approve Olympic Bancorp merger and stock issuance
Heritage Financial Corp (NASDAQ:HFWA) shareholders have approved the issuance of common stock for its merger with Olympic Bancorp, Inc., following a virtual special meeting. The approval facilitates the planned merger where Olympic Bancorp will merge into Heritage Financial, with Heritage as the surviving entity. Separately, Heritage Financial also reported strong fiscal fourth-quarter earnings, exceeding analyst expectations with a net income of $22.2 million.
Heritage Financial Q4 2025 Earnings Report: Revenue & Profit Beat Estimates - News and Statistics
Heritage Financial Corp. (HFWA) reported fourth-quarter 2025 earnings that surpassed Wall Street expectations, with net income of $22.2 million and adjusted earnings of 66 cents per share, beating analyst estimates of 57 cents. The company also exceeded revenue forecasts, posting $86.8 million in revenue and adjusted revenue of $66.3 million against an estimated $65.7 million. For the full year, Heritage Financial reported a profit of $67.5 million on revenues of $246.1 million.
Heritage Financial shareholders approve Olympic Bancorp merger and stock issuance
Heritage Financial (NASDAQ:HFWA) shareholders have approved the issuance of common stock necessary for its merger with Olympic Bancorp, Inc. The approval ensures Heritage Financial will be the surviving corporation. This follows a strong Q4 earnings report for Heritage Financial, where net income and net interest income both increased, surpassing analyst expectations.
Heritage Financial: Fourth Quarter Earnings Overview
Heritage Financial Corp. reported a strong financial performance for the fourth quarter, with a net profit of $22.2 million and adjusted earnings of 66 cents per share, surpassing analysts' expectations of 57 cents per share. The company's revenue reached $86.8 million, or $66.3 million adjusted, exceeding forecasts. For the full year, Heritage Financial posted a profit of $67.5 million and revenue of $246.1 million.
Heritage Financial (HFWA) investors approve stock issuance for Olympic merger
Heritage Financial Corporation (HFWA) shareholders have approved the issuance of common stock for its planned merger with Olympic Bancorp, Inc. The vote, held at a virtual special meeting, saw overwhelming support for the stock issuance proposal, with approximately 80% of outstanding shares represented. This approval satisfies a key condition for the merger, which is set to proceed with Heritage as the surviving corporation.
Earnings Flash (HFWA) Heritage Financial Corporation Posts Q4 Adjusted EPS $0.66 per Share, vs. FactSet Est of $0.56
Heritage Financial Corporation (HFWA) reported Q4 adjusted EPS of $0.66 per share, exceeding the FactSet estimate of $0.56. The company also posted Q4 revenue of $66.3 million, slightly above the FactSet estimate of $66.1 million. Heritage Financial Corporation is a bank holding company primarily engaged in commercial lending and deposit relationships.
Heritage Financial: Q4 Earnings Snapshot
Heritage Financial Corp. (HFWA) reported strong fourth-quarter earnings, with net income of $22.2 million and adjusted earnings of 66 cents per share, surpassing Wall Street expectations. The bank holding company also exceeded revenue forecasts, posting $86.8 million in the period, with adjusted revenue at $66.3 million. For the full year, Heritage Financial reported a profit of $67.5 million on revenue of $246.1 million.
Heritage Financial: Fourth Quarter Earnings Overview
Heritage Financial Corp. reported a net profit of $22.2 million for the fourth quarter, with earnings of 65 cents per share, exceeding analyst expectations. Adjusted earnings were 66 cents per share. The company's revenue reached $86.8 million, with adjusted revenue of $66.3 million, also surpassing forecasts. For the full year, Heritage Financial reported profits of $67.5 million and revenue of $246.1 million.
The Truth About Heritage Financial Corp: Is HFWA the Sleeper Stock Nobody Saw Coming?
Heritage Financial Corp (HFWA) is presented as a quiet regional bank stock that offers value and dividends, contrasting with highly volatile meme stocks. The article analyzes its price performance, consistent dividend payouts, and moderate risk compared to other regional banks. It suggests HFWA is suitable for long-term investors seeking stability and income rather than quick, high-risk gains.
The Truth About Heritage Financial Corp: Is HFWA the Sleeper Stock Nobody Saw Coming?
Heritage Financial Corp (HFWA) is presented as a quiet, value-oriented regional bank stock, contrasting with volatile meme stocks and high-growth tech. The article explores its price performance, consistent dividend payments, and risk profile, positioning it as a stable, long-term investment rather than a quick gain. It suggests HFWA could provide ballast to a portfolio for investors seeking steady returns and dividends over viral hype.
Heritage Financial Corp Declares Quarterly Dividend
Heritage Financial Corp (HFWA) announced a quarterly cash dividend of $0.24 per share on January 16, 2026. The dividend is scheduled to be paid on February 11, 2026, to shareholders of record by January 28, 2026. This declaration was made ahead of its anticipated merger with Olympic Bancorp.
Heritage Financial to pay $0.24 per share before Olympic Bancorp merger
Heritage Financial Corporation (HFWA) has declared a quarterly cash dividend of $0.24 per common share, payable on February 11, 2026, to shareholders of record on January 28, 2026. This dividend is being accelerated ahead of its normal timing due to the anticipated merger with Olympic Bancorp, Inc. Registered shareholders can set up direct deposit of dividends through Computershare.
Heritage Financial Corporation (NASDAQ:HFWA) Given Average Rating of "Hold" by Brokerages
Heritage Financial Corporation (NASDAQ:HFWA) has received an average rating of "Hold" from five brokerages, with an average one-year price target of $29.33. The company recently reported quarterly earnings of $0.56 per share, matching analyst estimates, and announced a quarterly dividend of $0.24 per share, representing an annualized yield of about 4.0%. Insider activity shows President Bryan Mcdonald recently acquiring 19,106 shares, significantly increasing his stake.
Heritage Financial Announces Earnings Release Date and Conference Call
Heritage Financial Corporation (Nasdaq: HFWA) is scheduled to release its fourth-quarter earnings on Thursday, January 22, 2026, before the market opens. A conference call to discuss these earnings will follow on the same day at 10:00 a.m. Pacific time. The company has provided details for participants to register for the call and access a replay afterward.
Heritage Bank Deal for Kitsap Bank Receives Regulatory Approval
Heritage Financial Corp. has received all necessary regulatory approvals for its acquisition of Olympic Bancorp Inc., parent company of Kitsap Bank. The all-stock transaction, valued at about $176.6 million, is expected to close around January 31, 2026. This merger will create a stronger banking platform in the Puget Sound region, making the combined entity the second-largest community bank serving the Kitsap and Olympic peninsulas.
Kiley Juergens Wealth Management LLC Sells 55,440 Shares of Heritage Financial Corporation $HFWA
Kiley Juergens Wealth Management LLC reduced its stake in Heritage Financial Corporation (NASDAQ:HFWA) by 23.8% in the third quarter, selling 55,440 shares. Despite this institutional sell-off, Heritage Financial President Bryan Mcdonald increased his personal holdings significantly. The company maintains an average analyst rating of "Hold" with a consensus target price of $29.33, and has a market cap of approximately $805 million with a quarterly dividend yield of around 4.1%.
Heritage Financial Corp Receives Regulatory Approvals for Olympic Bancorp Merger
Heritage Financial Corp (HFWA) announced it has received all necessary regulatory approvals from the FDIC and Federal Reserve for its merger with Olympic Bancorp. The merger is expected to close by January 31, 2026, pending shareholder approval from both companies. This strategic move aims to enhance banking services and create a robust banking platform in the Puget Sound region.
Heritage Financial receives regulatory approvals for Olympic Bancorp merger
Heritage Financial Corporation announced it has received all regulatory approvals for its merger with Olympic Bancorp, Inc., including the subsequent merger of Kitsap Bank with Heritage Bank. This acquisition, expected to close around January 31, 2026, will expand Heritage's presence in the Puget Sound region. The announcement follows a strong third-quarter earnings report for 2025 and the appointment of Scott T. Allan to the Board of Directors.
Heritage Financial Corporation Receives Regulatory Approval to Acquire Olympic Bancorp, Inc.
Heritage Financial Corporation has received all necessary regulatory approvals to acquire Olympic Bancorp, Inc., and merge Kitsap Bank into Heritage Bank. The transaction, expected to close around January 31, 2026, is contingent upon shareholder approval from both Heritage and Olympic. This acquisition aims to create a stronger banking platform across the Puget Sound region by combining the relationship banking strategies of both entities.
Regulators clear path for Kitsap Bank merger serving Puget Sound communities
Heritage Financial (Nasdaq: HFWA) has received all necessary regulatory approvals for its merger with Olympic Bancorp, which includes merging Kitsap Bank into Heritage Bank. The transaction is expected to close around January 31, 2026, pending shareholder approval from both companies and other customary closing conditions. This move will create a more robust banking platform across the Puget Sound region.
With 86% institutional ownership, Heritage Financial Corporation (NASDAQ:HFWA) is a favorite amongst the big guns
Heritage Financial Corporation (NASDAQ:HFWA) shows a significantly high institutional ownership of 86%, meaning its stock price is heavily influenced by their trading actions. The top seven shareholders collectively own 52% of the company, and insiders have recently been buying shares, indicating alignment with other shareholders. The general public holds a 12% stake, which may not be enough to sway company policy if it conflicts with larger shareholders' interests.
Heritage Financial Appoints Scott Allan to Board of Directors
Heritage Financial Corporation has announced the appointment of Scott T. Allan to its board of directors and the board of Heritage Bank, effective January 1, 2026. Allan, known for his experience in engineering, consulting, venture-backed startups, and consumer brands, will join as an independent director on the Audit and Risk and Technology Committees. This move aims to enhance the bank's governance, strategic oversight, and technological capabilities for long-term growth in the Pacific Northwest.
Heritage Financial appoints Scott Allan to board of directors By Investing.com
Heritage Financial Corporation announced the appointment of Scott T. Allan to its Board of Directors, effective January 1, 2026. Allan, a partner at Cascade Growth Partners with a diverse background in consulting and consumer brand leadership, will also join the board of Heritage Bank. This news follows Heritage Financial's recent strong third-quarter earnings, which surpassed analyst expectations.
Heritage Financial Corp Appoints New Director
Heritage Financial Corporation announced the appointment of Scott T. Allan to its Board of Directors, effective January 1, 2026. Mr. Allan will also join the Board of Heritage Bank and serve on the Audit and Risk and Technology Committees. This information is based on an SEC filing from December 19, 2025.
Heritage Financial Appoints Scott Allan to Board of Directors
Heritage Financial has announced the appointment of Scott T. Allan to its board of directors and the board of Heritage Bank, effective January 1, 2026. Allan brings extensive experience from engineering, consulting, venture-backed startups, and consumer brands, and will serve as an independent director on the Audit and Risk and Technology Committees. This strategic move aims to bolster the bank's governance, oversight, and capabilities for long-term growth in the Pacific Northwest.
Heritage Financial Corporation Appoints Scott T. Allan to Its Board of Directors, Effective January 1, 2026
Heritage Financial Corporation announced the appointment of Scott T. Allan to its Board of Directors and to the Board of Directors of its wholly-owned subsidiary, Heritage Bank, effective January 1, 2026. Mr. Allan brings extensive executive experience from various companies, including serving as CEO of Hydro Flask and senior vice president at Helen of Troy. He also holds a Bachelor of Science in Mechanical Engineering and an MBA, and currently serves on several advisory and corporate boards.
Heritage Financial Corporation Appoints Scott T. Allan to its Board of Directors
Heritage Financial Corporation has appointed Scott T. Allan to its Board of Directors, effective January 1, 2026. Mr. Allan, a partner at Cascade Growth Partners, brings diverse experience from engineering, consulting, venture-backed startups, and consumer brand leadership. He will also join the Board of Directors for Heritage Bank, the company's wholly-owned subsidiary.
Heritage Financial appoints Scott Allan to board of directors
Heritage Financial Corporation announced the appointment of Scott T. Allan to its Board of Directors, effective January 1, 2026. Allan, a partner at Cascade Growth Partners, brings extensive experience from roles at Helen of Troy and Hydro Flask. The company, trading near its 52-week high, recently exceeded analyst expectations for its third-quarter 2025 earnings.
Heritage Financial Corporation Appoints Scott T. Allan to its Board of Directors
Heritage Financial Corporation announced the appointment of Scott T. Allan to its Board of Directors, effective January 1, 2026. Mr. Allan, a partner at Cascade Growth Partners, brings diverse experience from engineering, consulting, venture-backed startups, and consumer brand leadership. He will also join the Board of Directors for Heritage Bank, the company's wholly-owned subsidiary.
Heritage Financial (NASDAQ:HFWA) Hits New 12-Month High - What's Next?
Heritage Financial (NASDAQ:HFWA) recently hit a new 52-week high of $26.08, fueled by heavy trading volume. Despite mixed analyst ratings, the company boasts a stable market capitalization, a quarterly dividend of $0.24, and strong insider buying activity from its President. This financial services provider continues to show consistent earnings and institutional investor interest.
