Great Lakes Advisors LLC Buys Shares of 155,487 Heritage Financial Corporation $HFWA
Great Lakes Advisors LLC recently purchased 155,487 shares of Heritage Financial Corporation (NASDAQ:HFWA) for approximately $4.6 million, giving them a 0.38% stake. Other institutional investors have also adjusted their holdings in the company. Heritage Financial reported strong earnings of $0.57 EPS, surpassing analyst estimates, and increased its quarterly dividend to $0.25 per share.
469,403 Shares in Heritage Financial Corporation $HFWA Purchased by Algebris UK Ltd.
Algebris UK Ltd. has acquired 469,403 shares of Heritage Financial Corporation (NASDAQ:HFWA) during the second quarter, making it their 29th biggest holding. Other institutional investors like BlackRock Inc. and Wellington Management Group LLP also made significant investments in the company. Heritage Financial reported strong earnings, beating consensus estimates, and increased its quarterly dividend.
Net loan losses of Heritage Financial Corporation – NASDAQ:HFWA
This article provides a brief mention of the "Net loan losses of Heritage Financial Corporation – NASDAQ:HFWA" within a financial data context. It appears to be a stub or a section of a larger financial data platform, showing basic company information and navigation options related to financial analysis. The content itself doesn't offer details on the loan losses but rather highlights its availability as a data point.
Matthew Ray, Heritage Financial EVP, sells $111,129 in stock
Matthew T. Ray, EVP and Chief Lending Officer at Heritage Financial Corp /WA/ (NASDAQ:HFWA), sold 3,692 shares of common stock for $111,129. The sale occurred on August 13, 2026, at $30.1 per share, leaving him with 22,735 shares. HFWA is considered undervalued with a P/E of 14.41 and a PEG ratio of 0.35, and has increased its dividend for five consecutive years.
Heritage Financial Corp (HFWA) EVP files Form 4 with no share activity
Heritage Financial Corp's EVP and Chief Information Officer, William Glasby, filed a Form 4 insider ownership report showing no share transactions or derivative activity for the reported period. The filing indicates zero purchases, sales, exercises, gifts, or other equity movements. This results in a neutral net buy or sell position for Glasby.
Heritage Financial EVP Matthew T. Ray Sells 3,692 Shares at $30.1 Each in August 2026
Matthew T. Ray, Executive Vice President and Chief Lending Officer of Heritage Financial Corp (NASDAQ:HFWA), sold 3,692 shares of the company's common stock on August 13, 2026, at a price of $30.1 per share. Following this transaction, Ray directly holds 22,735 shares of common stock. The sale was an open-market transaction reported in compliance with Section 16(a) of the Securities Exchange Act of 1934.
Heritage Financial (HFWA) lending chief sells 3,692 shares at $30.10
Matthew T. Ray, EVP Chief Lending Officer at Heritage Financial Corp (HFWA), sold 3,692 shares of common stock at $30.10 per share on August 13, 2026. This transaction leaves him with 22,735 shares directly held, and the sale was not conducted under a Rule 10b5-1 trading plan. The total value of the sale was approximately $111,000.
Heritage Financial Corp (HFWA) Earnings Forecast: Future EPS & Revenue Growth Estimates
This article provides an earnings forecast for Heritage Financial Corp (HFWA), detailing its current earnings forecast score, analyst ratings, and price targets. It highlights an average price target of $28.00 and an expected revenue of $86.12M for the next quarter. The company's EPS for the previous quarter was $0.49, exceeding the market expectation of $0.43, with the next quarter's EPS expected at $0.48.
Heritage Financial Corp /WA/ Q2 2026: Revenue $106.99M, EPS $0.42— 10-Q Summary
Heritage Financial Corp /WA/ (HFWA) reported its Q2 2026 financial results, with revenue reaching $106.99 million and diluted EPS at $0.42. This growth was primarily driven by the acquisition of Olympic/Kitsap Bank on January 31, 2026, which expanded its asset base and branch network. Despite higher operating expenses due to merger-related integration costs, net income increased significantly compared to the prior year.
Don't Ignore The Insider Selling In Heritage Financial
An independent director at Heritage Financial Corporation recently sold US$300k worth of stock, reducing their holding by 20%. While there was a larger insider purchase by the CEO in the past year, it was at a significantly lower price. Overall, insider selling has outpaced buying, and despite the company's profitability, this trend, coupled with moderate insider ownership, suggests caution for potential investors.
Heritage Financial Corp Submits Q2 2026 SEC Quarterly Report Detailing Financial Performance
Heritage Financial Corporation has filed its Form 10-Q with the U.S. Securities and Exchange Commission for the quarterly period ending June 30, 2026. This report, submitted on August 7, 2026, details the company's financial condition and operational results for the three and six months preceding June 30, 2026. The information is crucial for stakeholders to understand the company's performance during this period.
Heritage Financial (HFWA) holder Scott Elliott plans sale of 3,692 shares
Heritage Financial Corporation (HFWA) shareholder Scott Elliott has filed a Form 144, indicating an intended sale of 3,692 shares of common stock on Nasdaq. The proposed sale, valued at approximately $109,763.16, is scheduled for August 6, 2026. The filing also details the corresponding restricted stock issuances from 2018 to 2022 that make up these shares.
Jeffrey Lyon Sells 10,000 Shares of Heritage Financial (NASDAQ:HFWA) Stock
Jeffrey Lyon, a Director at Heritage Financial (NASDAQ:HFWA), sold 10,000 shares of the company's stock for $300,000, reducing his position by nearly 20%. This transaction occurred as Heritage Financial reported stronger-than-expected quarterly EPS of $0.57, although revenue slightly missed estimates. The company also increased its quarterly dividend to $0.25, and analysts maintain a "Moderate Buy" rating with an average price target of $32.50.
Heritage Financial (HFWA) director trades 10,000 shares at $30 in insider sale
Heritage Financial Corp. director Jeffrey S. Lyon sold 10,000 shares of common stock at $30.00 per share on August 5, 2026, in an open market or private transaction. Following this sale, Lyon directly holds 40,719 shares of Heritage Financial common stock. This insider sale, valued at $300,000, is categorized as having a moderate impact and negative sentiment.
Heritage Financial (HFWA) EVP trades 3,234 company shares
Heritage Financial Corp (HFWA) Executive Vice President and Chief Credit Officer Tony Chalfant sold 3,234 shares of common stock at $29.9167 per share on August 5, 2026. This transaction, reported via a Form 4 filing, leaves him with 20,362 shares directly owned. The sale was an open-market or private transaction and was not executed under a Rule 10b5-1 plan.
Heritage Financial (HFWA) shareholder files to sell 10,000 common shares
A shareholder of Heritage Financial Corporation (HFWA) has filed a Form 144 to sell 10,000 common shares through Fidelity Investments on NASDAQ, with an estimated market value of $300,100. The shares originate from restricted stock grants issued between 2017 and 2026. This filing indicates a potential sale, but the impact is noted as neutral.
Arrowstreet Capital Limited Partnership Trims Stock Holdings in Heritage Financial Corporation $HFWA
Arrowstreet Capital Limited Partnership reduced its stake in Heritage Financial Corporation (HFWA) by 14% in the first quarter, selling 70,709 shares, but still holds 433,512 shares valued at approximately $11.3 million. Despite the reduction by one institutional investor, other funds increased their holdings, and institutional investors collectively own 78.3% of HFWA. Heritage Financial reported strong quarterly earnings, beating EPS estimates, and increased its quarterly dividend to $0.25 per share, indicating a 3.4% annual yield.
Heritage Financial Corp (HFWA) Financial Health: Profitability & Balance Sheet Analysis
Heritage Financial Corp (HFWA) has a current financial score of 5.41, ranking 332 out of 395 in the Banking Services industry, indicating robust financial status but low operating efficiency. The company reported a significant year-over-year revenue increase of 37.22% to $70.72 million and a 36.20% increase in net profit. While several financial metrics like cash and cash equivalents, operating profit, and free cash flow are noted, the company has not disclosed relevant data for a detailed breakdown in some categories.
Heritage Financial Corp (HFWA) Technical Analysis: Support, Resistance, Indicators & Moving Averages
This article provides a technical analysis of Heritage Financial Corp (HFWA), focusing on price momentum, support and resistance levels, and key technical indicators. As of July 30, 2026, HFWA has a price momentum score of 2.70, ranking 303 out of 395 in the Banking Services industry, and is trading between a resistance level of 31.02 and a support level of 28.31. The analysis includes detailed breakdowns of various indicators like MACD, RSI, and moving averages, offering a neutral signal based on today's data.
Heritage Financial EVP Kelli Wilson sells $112,177 in stock
Kelli Ann Wilson, EVP and Chief Banking Officer at Heritage Financial Corp., sold 3,778 shares of company stock for a total of $112,177. Following this transaction, Ms. Wilson directly holds 3,099 shares. The company's stock is considered undervalued by InvestingPro, boasts a 27% year-to-date return, and has maintained dividends for 16 consecutive years.
Heritage Financial EVP Kelli Wilson sells $112,177 in stock
Heritage Financial Corp.'s EVP and Chief Banking Officer, Kelli Ann Wilson, sold 3,778 shares of company stock for $112,177 on July 30, 2026, at a price of $29.6924 per share. Following the sale, Wilson directly holds 3,099 shares. The company recently reported better-than-expected Q2 2026 earnings per share but missed revenue forecasts, and has a 16-year history of dividend payments.
Heritage Financial Corp (NASDAQ: HFWA) EVP reports 3,778-share stock sale
Heritage Financial Corp (NASDAQ: HFWA) EVP Chief Banking Officer Kelli Ann Wilson sold 3,778 shares of common stock on July 30, 2026, at an average price of $29.6924 per share. Following this transaction, Wilson directly holds 3,099 shares. The sale was not conducted under a Rule 10b5-1 trading plan.
Heritage Financial (HFWA) plans 3,778-share Rule 144 stock sale via Morgan Stanley
Heritage Financial Corporation (HFWA) has filed to sell 3,778 shares of common stock through Morgan Stanley Smith Barney LLC Executive Financial Services. The aggregate market value of these shares is $112,177.89, with the sale scheduled to occur on NASDAQ on July 30, 2026. The shares originated from various restricted stock grants between March 2024 and June 2025.
Heritage Financial Corporation (NASDAQ:HFWA) Given Average Rating of "Moderate Buy" by Analysts
Heritage Financial Corporation (NASDAQ:HFWA) has received a "Moderate Buy" consensus rating from analysts, with three recommending a buy and three a hold, and an average 12-month price target of $32.50. The company reported quarterly EPS of $0.57, surpassing estimates, but revenue of $84.13 million fell short. Heritage Financial also recently increased its quarterly dividend from $0.24 to $0.25 per share, resulting in a 3.4% yield and a $1.00 annualized payout.
HERITAGE FINANCIAL CORP : STEPHENS RAISES TARGET PRICE TO $32 FROM $30
Stephens has increased its target price for Heritage Financial Corp (HFWA.O) stock from $30 to $32. This update indicates a more positive outlook from the analytical firm regarding the financial corporation's potential stock performance.
Heritage Financial Corporation $HFWA Shares Acquired by Rhino Investment Partners Inc
Rhino Investment Partners Inc increased its stake in Heritage Financial Corporation ($HFWA) by 77.7% during the first quarter, making it the firm's 16th largest holding. Other institutional investors also adjusted their positions in HFWA, which reported strong quarterly earnings and increased its dividend. The company also saw insider selling activity from its CFO and received updated analyst ratings, resulting in an average "Moderate Buy" rating.
Heritage Financial Corporation Revenue Breakdown – NASDAQ:HFWA
Heritage Financial Corporation (NASDAQ:HFWA) generated its entire reported revenue of $246.14 million USD last year from its Commercial Banking segment, an increase from $216.84 million USD the previous year. All of this revenue was attributed to operations within the United States. The article provides a high-level overview of the company's financial performance by segment and geography.
HFWA|Heritage Financial Corp|Price:29.637|Chg%:+0.087
Heritage Financial Corporation is a bank holding company primarily engaged in commercial lending and deposit relationships for small and medium-sized businesses and individuals through its subsidiary, Heritage Bank. The company offers a full range of banking products and services, including real estate construction and consumer loans, and investment advice. Heritage Financial Corp has 50 branch offices and boasts a market capitalization of $1.01 billion with a P/E TTM of 14.38.
HERITAGE FINANCIAL CORP : STEPHENS RAISES TARGET PRICE TO $32 FROM $30
Stephens has increased its target price for Heritage Financial Corp (HFWA.O) stock from $30 to $32. The article provides this key financial news update from Reuters.
Heritage Financial Corp (HFWA) Shareholder Structure: Major Shareholders & Institutional Holdings
This article details the shareholder structure of Heritage Financial Corp (HFWA), identifying major institutional shareholders and their holdings. It breaks down shareholders by type and provides a historical overview of institutional shareholding over recent quarters, highlighting changes in shares held and proportion. Additionally, it lists ETFs that have HFWA as a component.
HFWA|Heritage Financial Corp|Price:29.950|Chg%:+0.150
This article provides a comprehensive stock analysis of Heritage Financial Corp (HFWA) from TradingKey, highlighting its healthy fundamentals and high growth potential. The company is considered fairly valued within the Banking Services industry and shows high institutional ownership. Heritage Financial Corp is noted for its high and stable dividend payouts and operates as a bank holding company primarily engaged in commercial lending and deposit relationships for small to medium-sized businesses.
Heritage Financial Corp (HFWA) Dividends & Stock Splits: Historical Payouts and Event Timeline
This article details the historical dividend payouts for Heritage Financial Corp (HFWA), showing a total of 121.02M USD distributed over the past five years. It lists upcoming and past interim and final cash dividends, including their record dates, payment dates, and ex-dividend dates, ranging from October 2024 to July 2026. The data provides a clear timeline of HFWA's dividend history.
HFWA|Heritage Financial Corp|Price:30.160|Chg%:-0.130
Heritage Financial Corp (HFWA) is currently trading at $30.160, down 0.43% for the day. The company's fundamentals are robust, and its valuation is considered fair within the Banking Services industry, with high institutional ownership. Analysts have a "Hold" rating on HFWA, with a target price of $31.40, indicating a stable price outlook in the medium term.
Heritage Financial (HFWA) Q3 2024 earnings summary
Heritage Financial (HFWA) reported a net income of $11.4 million ($0.33 per diluted share) for Q3 2024, a decrease from Q3 2023 primarily due to higher funding costs and a $6.9 million pre-tax loss on securities sales. Despite this, the company saw strong loan and deposit growth, with loans reaching $4.7 billion and deposits totaling $5.7 billion. Management projects steady Q4 net interest margin, with optimism for 2025 expansion, and anticipates mid- to high-single-digit loan growth for Q4 and 2025.
Heritage Financial recognized $7.5M merger expenses in first full quarter
Heritage Financial (NASDAQ: HFWA) reported Q2 2026 net income of $17.5 million, or $0.42 per diluted share, demonstrating growth from the previous year but a slight decrease from Q1 2026 due to $7.5 million in merger-related expenses from the Olympic Bancorp acquisition. Despite this, the company's net interest margin increased to 3.99%, and it declared a quarterly cash dividend of $0.25 per share, a 4.2% increase. Loans receivable saw a modest increase of 0.4% to $5.75 billion, while total deposits declined by 2.9% to $7.04 billion in the quarter.
Heritage Financial Corp (HFWA) Q2 2026 Earnings Call Highlights: Navigating Growth Amidst ...
Heritage Financial Corp (HFWA) reported an increase in net interest margin to 3.99% and positive progress in its integration with Kitsap Bank, while also repurchasing 372,000 shares. However, the company experienced a decrease in total deposits and incurred high merger-related costs. CFO Donald Hinson and CEO Bryan McDonald provided insights on expense guidance, deposit costs, FHLB borrowings, and growth opportunities during the Q2 2026 earnings call.
Heritage Financial Corporation 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:HFWA) 2026-07-23
Heritage Financial Corporation (NASDAQ:HFWA) published its Q2 2026 earnings call presentation on July 23, 2026. The company reported EPS of $0.57, beating estimates by $0.03, and revenue of $84.34M, missing estimates by $1.96M despite a 33.14% year-over-year increase. This presentation provides investors with detailed financial results and insights from the earnings call.
Heritage Financial Q2 2026 Earnings Call: Complete Transcript
Heritage Financial reported a net interest margin increase to 3.99% in Q2 2026, driven by improved investment portfolio yields and decreased deposit costs, though total deposits decreased due to seasonal tax payments and a large depositor withdrawal. The company expects mid-single-digit annualized loan growth and moderate net interest margin growth, and their integration with Kitsap Bank is on track with system conversions planned for late September. Despite elevated merger-related expenses, credit quality remains strong, and the company repurchased 372,000 shares.
Heritage Financial Corporation 2026 Q2 - Results - Earnings Call Presentation (NASDAQ:HFWA)
Heritage Financial Corporation (HFWA) reported its Q2 2026 earnings, with an EPS of $0.57, beating estimates by $0.03. However, the company's revenue of $84.34M missed expectations by $1.96M, despite a 33.14% year-over-year increase. The company published a slide deck in conjunction with its earnings call.
Heritage Financial Corp reports results for the quarter ended June 30 - Earnings Summary
Heritage Financial Corp has released its earnings summary for the quarter ended June 30. The full article provides detailed financial results for the company during this period. Readers can access the complete report on TradingView, which aggregates content from Reuters and other news sources.
Heritage Financial (HFWA) Q2 2026 earnings summary
Heritage Financial (HFWA) reported its Q2 2026 earnings, marking the first full quarter post-Olympic Bancorp acquisition, which led to increased financial metrics and expanded presence in the Pacific Northwest. The company recorded a net income of $17.5 million, with an adjusted net income of $23.6 million, and maintained strong capital with a 10.4% leverage ratio. Integration with Kitsap Bank is proceeding as planned, with system conversion scheduled for late September, and the company projects annualized loan and deposit growth in the mid-single digits.
Heritage Financial Announces Second Quarter 2026 Results and Declares Regular Cash Dividend of $0.25 Per Share
Heritage Financial Corporation announced its second quarter 2026 results, reporting net income of $17.5 million, or $0.42 per diluted share. The company's net interest margin increased to 3.99%, and a regular cash dividend of $0.25 per share was declared, representing a 4.2% increase. These results reflect the first full quarter following the acquisition of Olympic Bancorp, Inc., with management optimistic about future earnings due to improving net interest margin and expected cost savings.
Heritage Financial: Q2 Earnings Snapshot
Heritage Financial Corp. (HFWA) reported second-quarter net income of $17.5 million, or 42 cents per share, with adjusted earnings of 57 cents per share, surpassing analyst expectations. Despite beating earnings forecasts, the company's adjusted revenue of $84.1 million missed Street estimates of $85.9 million. The bank holding company posted total revenue of $107 million in the period.
Earnings Flash (HFWA) Heritage Financial Corporation Posts Q2 Adjusted EPS $0.57 per Share, Vs. FactSet Est of $0.54
Heritage Financial Corporation (HFWA) reported its Q2 adjusted earnings per share (EPS) of $0.57, exceeding the FactSet estimate of $0.54. This indicates a positive performance for the company during the second quarter.
Heritage Financial Corp (HFWA) EVP exercises 12,815 RSU shares
Heritage Financial Corp's EVP and Chief Information Officer, William Glasby, exercised 12,815 Restricted Stock Units (RSU) at $30.52 per share and had 3,379 shares withheld for tax obligations. These transactions were related to various Omnibus Equity Plans from 2023, 2024, and 2026, with some grants vesting over three years. The activities were not conducted under a Rule 10b5-1 trading plan.
Jennison Associates LLC Purchases 106,308 Shares of Heritage Financial Corporation $HFWA
Jennison Associates LLC increased its stake in Heritage Financial Corporation by 3.4% in the first quarter, acquiring 106,308 additional shares, bringing its total holding to over 3.21 million shares valued at approximately $83.6 million. The company's stock currently holds a "Moderate Buy" consensus rating from analysts, with an average target price of $30.50, despite some recent downgrades and price objective adjustments. Heritage Financial reported Q1 earnings of $0.59 per share, surpassing estimates, and recently announced a quarterly dividend of $0.24 per share, translating to an annualized yield of about 3.1%.
Heritage Financial Corporation stock hits 52-week high at $30.60 By Investing.com
Heritage Financial Corporation's stock has reached a new 52-week high of $30.60, demonstrating significant upward momentum with a nearly 30% year-to-date return. The company also reported strong Q1 2026 earnings, exceeding EPS expectations, and re-elected all director nominees at its annual shareholder meeting. Heritage Financial has consistently raised its dividend for five consecutive years.
Heritage Financial Corporation stock hits 52-week high at $30.60
Heritage Financial Corporation (HFWA) reached a 52-week high of $30.60, indicating strong investor confidence and a significant 30% year-to-date return. Despite revenue slightly missing expectations in Q1 2026, the company's EPS beat projections by over 90%, and its stock is considered undervalued with a fair value of $35.70. The company has also consistently raised its dividend for five consecutive years.
Heritage Financial Announces Earnings Release Date and Conference Call
Heritage Financial (HFWA) has announced its earnings release date and conference call. This news was alerted to Quantisnow Plus members immediately upon publication. The company provides real-time market data, news, SEC filings, and other financial insights through its platform.
Price to sales forward of Heritage Financial Corporation – NASDAQ:HFWA
This article provides the "Price to sales forward" value for Heritage Financial Corporation (NASDAQ: HFWA). The content indicates that the market was closed at the time of publication and that there were no trades. The article is very concise, primarily focusing on displaying this specific financial metric.
