HFWA

$25.05-0.25 (-0.99%)

Market OpenAs of Mar 17, 7:05 PM UTC

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.

Historical Price

Price (Line)
50-Day SMA
200-Day SMA
Synthesizing Whystock Narrative...
Loading Financials...

Peer Comparison

JPMBACGS

Whystock Valuation Model

Calculated using a trailing P/E relative model adjusted by sector ROE and historical growth.
Current Price$25.05
Potential Upside
52.7%
Whystock Fair Value$38.25
Price
UndervaluedFair ValueOvervalued

Fundamentals

SectorFinancial Services
IndustryBanks - Regional

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 noni...

Market Cap
Total dollar market value of a company's outstanding shares of stock (Price * Shares).
$1.03B
P/E Ratio
Value territory. Trading at a high yield relative to earnings.
12.78
Beta
Defensive asset. Lower volatility than the S&P 500.
0.49
Div Yield
Strong income play. Yield provides a meaningful total return floor.
379.00%
ROIC
Average efficiency. Growth may require heavy reinvestment.
7.57%
Quick Ratio
Tight liquidity. Monitor cash flow carefully against debt.
-

Recent News

Simply Wall St.
Mar 8, 2026

Assessing Heritage Financial (HFWA) Valuation After Recent Share Price Pullback

Heritage Financial stock performance snapshot With no single headline event driving trading, Heritage Financial (HFWA) has been moving on recent performance and fundamentals, as investors weigh its share price shifts against reported revenue, earnings and current valuation metrics. See our latest analysis for Heritage Financial. At a share price of US$25.35, Heritage Financial has seen a 10.1% one month share price decline after earlier gains, while its one year total shareholder return of...

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Barrons.com
Mar 3, 2026

Savant Acquires $3.9 Billion Massachusetts Advisory Firm. It Has $42 Billion in Assets Now.

The addition of Heritage Financial is Savant’s largest deal to date and adds three offices in the Bay State.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Wealth Management
Mar 3, 2026

Savant Wealth Secures Largest Acquisition to Date With $3.9B RIA

Heritage Financial, an independent RIA that had grown to $3.9 billion in assets, will adopt the Savant Wealth name while continuing to operate from offices in Massachusetts.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Zacks
Feb 26, 2026

Zacks Industry Outlook Highlights ServisFirst Bancshares, WSFS Financial and Heritage Financial

ServisFirst Bancshares, WSFS Financial and Heritage Financial stand out as falling rates boost loan demand and margins in the Savings & Loan industry.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.
Zacks
Feb 24, 2026

Savings & Loan Industry Stocks to Buy on Solid Prospects

SFBS, WSFS and HFWA within the Zacks Savings & Loan Industry will gain on lower interest rates. Also, digital upgrades will improve operating efficiency.

BULLISH
Positive press. Headlines skewed toward growth and analyst upgrades.