HFWA
Heritage Financial CorporationNASDAQ
Financial Services • Banks - Regional
Updated 1 day ago
Coverage limited
Factor tilt: Momentum-tilted Small Cap
$27.09-0.55%
Close Oct 13, 2026
- Market cap
- $1.12B
- 1 month
- -5.1%
- 3 months
- -10.2%
- 1 year
- +19.0%
- 52-week range
- $21.47$31.25
- Dividend, last 12 mo
- $0.97 · 3.58% yield
- Last ex-date
- Aug 5, 2026 · $0.25
- Dividend growth
- 3 years in a row
- Next-quarter EPS estimate
- $0.57Quarter to Sep 30, 2026 · 6 analysts · revenue $86.11M
- Short interest
- 7.9% of float3.2M shares · settled Sep 30, 2026 · +4.7% since Sep 15, 2026 · FINRA
Fundamentals · trailing 12 months to Jun 30, 2026
- Revenue
- $336.27M
- Net income
- $77.9M
- Free cash flow
- —
- Book value
- $1.11B
- Total debt
- —
- P/E
- 14.3×
- Price / sales
- 3.3×
- Price / book
- 1×
- FCF yield
- —
- Net margin
- +23.2%
EODHD (TTM) · as of Oct 13, 2026
End-of-day close from stored market data, not a live quote.
Portfolio context
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Loading market dates
No upcoming ex-dividend date announced
No 8-K filings in the last 30 days.
Smart money context
Holder IQ: LOW
16 top institutions tracked
as of 2026-Q2 (filed 2026-09-22)
Last 13F trend: distributing (light)
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Sentiment: bearish
Last trade: sell 30 days ago
Red flags: 0
Largest 13-F holders · Q2 2026
191 filers reported a long position in HFWA for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
| Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|
| BlackRock, Inc. | $172.1M | 5.8M | +4.5% |
| JENNISON ASSOCIATES LLC | $104.8M | 3.5M | +10.1% |
| VICTORY CAPITAL MANAGEMENT INC | $69.9M | 2.4M | -4.4% |
| DIMENSIONAL FUND ADVISORS LP | $60.6M | 2M | +4.5% |
| STATE STREET CORP | $58.7M | 2M | +10.3% |
| VANGUARD CAPITAL MANAGEMENT LLC | $54.3M | 1.8M | -0.7% |
| GEODE CAPITAL MANAGEMENT, LLC | $32.7M | 1.1M | +18.1% |
| ALLIANCEBERNSTEIN L.P. | $29.5M | 1.1M | -0.7% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $22.2M | 749.7K | +14.7% |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $20.4M | 689K | -1.4% |
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