Third-quarter earnings are expected Oct. 22 before markets open
Heritage Financial (HFWA) announced it expects to release its third-quarter earnings on October 22, 2026, before market open. The company has scheduled a conference call for the same day at 9:00 a.m. Pacific time, followed by a live question-and-answer session. A recording of the call will be available on the company's website and via telephone replay until November 5, 2026.
Heritage Financial Announces Earnings Release Date and Conference Call
Heritage Financial Corporation (Nasdaq: HFWA) is scheduled to release its third-quarter earnings on Thursday, October 22, 2026, before the market opens. Following the release, the company will host a conference call on the same day at 9:00 a.m. Pacific time to discuss the results, which will include a live question-and-answer session.
Heritage Financial Corporation (HFWA) Stock Forecasts
This article provides stock forecast information for Heritage Financial Corporation (HFWA), a bank holding company. It highlights an Argus report from September 23, 2026, which includes a current price of $28.25 and a price target for HFWA. The company specializes in commercial lending and deposit relationships with small businesses.
Heritage Financial Corporation (HFWA) Stock forecasts
This article provides a stock forecast for Heritage Financial Corporation (HFWA), identifying it as a bank holding company that offers commercial lending and deposit relationships. An Argus report from September 16, 2026, rates the company and provides a current price of $28.25. The report also suggests upgrading for premium screener tools and exclusive reports.
Heritage Financial (NASDAQ: HFWA) director sells shares without preset plan
Heritage Financial (HFWA) director Frederick B. Rivera sold 1,300 shares of common stock on September 15, 2026, for $28.565 per share, totaling $37,134.50. This open-market transaction was not executed under a Rule 10b5-1 trading plan, and Rivera now directly holds 5,890 shares. The sale was disclosed in a Form 4 filing with the SEC.
Heritage Financial director Rivera sells $37,134 in stock By Investing.com
Frederick B. Rivera, a director at Heritage Financial Corp. (NASDAQ:HFWA), sold 1,300 shares of common stock for a total of $37,134 on September 15, 2026. The shares were sold at $28.565 each, and Rivera now directly holds 5,890 shares. Heritage Financial has maintained dividends for 16 years, with a 3.52% yield, and recently surpassed Q2 2026 earnings expectations despite a revenue shortfall.
Legal & General Group Plc Makes New Investment in Heritage Financial Corporation $HFWA
Legal & General Group Plc has acquired a new position in Heritage Financial Corporation (NASDAQ:HFWA), purchasing 89,971 shares valued at approximately $2.67 million, making them owners of about 0.22% of the company. Other institutional investors have also adjusted their holdings, with institutional ownership now at 78.30%. Heritage Financial reported strong quarterly EPS of $0.57, exceeding estimates, and increased its quarterly dividend to $0.25, while analysts maintain a "Moderate Buy" rating with an average price target of $32.50.
Heritage Financial (HFWA) director exits indirect stake with 13,675-share sale
Heritage Financial (HFWA) director Brian Charneski sold 13,675 shares of common stock indirectly through a corporation on September 3, 2026, at approximately $29.18 per share. Following this transaction, Charneski reported holding no shares indirectly. The sale was not conducted under a Rule 10b5-1 trading plan.
Heritage Financial director Brian Charneski sells $399,091 in stock By Investing.com
Heritage Financial director Brian Charneski indirectly sold 13,675 shares of common stock for $399,091 on September 3, 2026, through a corporation, reducing its beneficial ownership to zero. Despite this insider transaction, the company maintains a solid dividend track record and appears undervalued according to InvestingPro. Heritage Financial recently surpassed earnings expectations for Q2 2026, though revenue fell short, amidst challenges like declining deposits and elevated merger-related costs.
Heritage Financial director Brian Charneski sells $399,091 in stock By Investing.com
Heritage Financial director Brian Charneski indirectly sold 13,675 shares of common stock for $399,091 on September 3, 2026. The stock trades at $29.07 and is considered undervalued by InvestingPro, despite the insider sale. Heritage Financial recently surpassed earnings expectations but missed revenue targets, maintaining a solid dividend track record and strong credit quality amidst challenges like declining deposits.
Heritage Financial director Brian Charneski sells $399,091 in stock By Investing.com
Heritage Financial director Brian Charneski indirectly sold 13,675 shares of common stock for $399,091. The sale, conducted through a corporation, reduced its beneficial ownership to zero. Despite this, Heritage Financial maintains a strong dividend track record and recently surpassed Q2 2026 earnings expectations, although revenue fell short of forecasts.
Heritage Financial director Brian Charneski sells $399,091 in stock
Heritage Financial director Brian Charneski sold 13,675 shares of common stock for $399,091 on September 3, 2026. This transaction follows the company's Q2 2026 earnings report, which beat expectations on earnings per share but missed on revenue. The company is navigating a complex financial landscape with strong net interest margin and low credit losses alongside declining deposits and elevated merger costs.
Bank of New York Mellon Corp Takes Position in Heritage Financial Corporation $HFWA
Bank of New York Mellon Corp has acquired a new position of 398,963 shares, valued at approximately $11.8 million, in Heritage Financial Corporation (NASDAQ:HFWA). This purchase represents a 0.97% stake in the company, which reported strong quarterly EPS of $0.57, surpassing analyst expectations, and recently increased its quarterly dividend to $0.25 per share. Institutional investors collectively own 78.30% of Heritage Financial, and analysts maintain a "Moderate Buy" consensus with an average price target of $32.50.
(HFWA) Risk Channels and Responsive Allocation
Heritage Financial Corporation (NASDAQ: HFWA) is showing weak near and mid-term sentiment despite a positive long-term outlook. AI models have generated three distinct trading strategies (Position Trading, Momentum Breakout, and Risk Hedging) with specific entry, target, and stop-loss levels. The analysis highlights an exceptional 21.6:1 risk-reward setup, targeting a 6.2% gain against 0.3% risk.
Deutsche Bank AG Invests $1.32 Million in Heritage Financial Corporation $HFWA
Deutsche Bank AG has acquired a new stake of 44,651 shares, valued at approximately $1.32 million, in Heritage Financial Corporation (NASDAQ:HFWA) during the second quarter. This investment is part of broader institutional interest, with such investors collectively owning 78.3% of the company. Heritage Financial also reported strong financial performance, exceeding earnings expectations with an EPS of $0.57 and raising its quarterly dividend to $0.25 per share.
The Manufacturers Life Insurance Company Makes New $9.14 Million Investment in Heritage Financial Corporation $HFWA
The Manufacturers Life Insurance Company recently acquired a new stake of 308,640 shares in Heritage Financial Corporation (NASDAQ:HFWA) valued at approximately $9.14 million. This investment brings institutional ownership of Heritage Financial to 78.30%. Despite missing revenue expectations, Heritage Financial exceeded earnings estimates, reporting $0.57 per share against an estimated $0.44, and increased its quarterly dividend.
Heritage Financial Corporation (NASDAQ:HFWA) Given Average Recommendation of "Moderate Buy" by Analysts
Analysts have issued a "Moderate Buy" rating for Heritage Financial Corporation (NASDAQ:HFWA), with three analysts recommending a "buy" and three a "hold." The average 12-month price target is $32.50, above the current share price of $29.10. The company recently reported strong quarterly earnings, beating expectations with $0.57 per share, and increased its quarterly dividend to $0.25, resulting in a 3.4% yield.
Capital Square LLC Makes New Investment in Heritage Financial Corporation $HFWA
Capital Square LLC recently acquired a new stake of 184,847 shares in Heritage Financial Corporation (NASDAQ:HFWA), valued at approximately $1.697 million. Other institutional investors like BlackRock Inc. and Jennison Associates LLC also adjusted their holdings. The article details Heritage Financial's stock performance, including its dividend increase, and recent insider trading activities, alongside analyst ratings.
Heritage Financial (HFWA) Surpasses Q2 Earnings Estimates
Heritage Financial (HFWA) reported Q2 earnings of $0.57 per share, surpassing the Zacks Consensus Estimate of $0.54 per share. While the company beat earnings expectations, its revenues of $84.13 million missed the consensus estimate. Heritage Financial's stock has seen a significant increase of 27.6% year-to-date, outperforming the S&P 500.
275,000 Shares in Heritage Financial Corporation $HFWA Purchased by Heartland Advisors Inc.
Heartland Advisors Inc. has acquired a new stake of 275,000 shares in Heritage Financial Corporation (HFWA), valued at approximately $8.15 million, increasing institutional ownership to 78.3%. This comes as Heritage Financial reported strong quarterly EPS, beating estimates, and raised its dividend to $0.25 per share. Analysts maintain a "Moderate Buy" rating with a consensus price target of $32.50.
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.
