Heritage Financial Corporation(HFWA)
USD --+0.00%
Reward54Moderate
Risk40Moderate
📊75%Data
Strong 28% profit margin · 3.5% dividend yield · Revenue growing 20% YoY
HFWA
+0.0 · +0.00%
USD · NASDAQ
Heritage Financial Corporation | Financial Services
Dividend King
Market Cap:935.35M
ℹ️
Reward Rating
54
Moderate
Bottom 50% (model universe)
75% data coverage
ℹ️
Risk Rating
40
Moderate
Risk Assessment
ℹ️

Educational tool only – Scores are based on historical data and financial metrics for informational purposes. This is not financial advice or a recommendation to buy or sell any security. Always conduct your own research or consult a qualified financial adviser.

ℹ️ Educational tool only · More
Limited data coverage
We don't have enough public data on HFWA to score it reliably yet — Reward, Risk, Forecasts and Dividends tabs aren't available for this stock. The price chart and basic profile are still shown.
OTC / ADR stock — scores and fundamentals use data tagged in USD by our provider. The issuer may report in a different home currency (e.g. JPY), so treat figures as directional rather than precise.
Not available for limited-coverage stocks
The overview tab requires fundamentals and price history we don't have for this stock. The price chart is the most reliable view we have — try the Chart tab.

Market Performance

Stock returned +10.0% over the past year, broadly in line with market conditions.

Analyst Target

Analyst consensus price target: $31.40.

What is Heritage Financial Corporation?

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States.

HFWA · Verdict

Moderate reward · moderate risk

HFWA stands out on volatility and profitability, but watch the growth signal.

Based on 88% data coverage

HFWA · Verdict

What’s working & what to watch

Strengths 3

  • Volatility80/100

    Top decile vs peers

  • Profitability68/100

    20% net margin · 8% ROE

  • Valuation67/100

    P/E 12.3× · PEG 2.13

Watchouts 1

  • Growth44/100

    Rev +9.3% CAGR · earnings -6.2%

Model-based scoring. For information only — not financial advice.

What is Heritage Financial Corporation?

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company is listed on the NASDAQ in USA, operating in the Financial Services sector, with a market capitalisation of 935.35M, and a P/E ratio of 13.8x.

Financial Highlights

Investment Breakdown

📈 Growth
Revenue and earnings growing steadily, indicating improving operating performance.
💰 Profitability
Adequate profitability with some margin variability in recent periods.
⚠️ Risk
Risk profile appears balanced versus broad market conditions.
💸 Valuation
Valuation appears fair relative to current fundamentals.

OpenBook Logo Analysis

Reward: Moderate (54)

The scoring profile indicates limited reward potential at this time, with profitability and valuation offering the most support. Risk indicators are moderate, consistent with typical market exposure.

For informational purposes only. Not financial advice.

Company Information
SectorFinancial Services
Market Cap935.35M
P/E Ratio13.8392
Dividend Yield3.54%
52 Week High28.98
52 Week Low19.045
Last AnnualDecember
IPO Date5/7/1998
IncorporatedUSA
Shares Outstanding34M
No. of Employees742
IndustryBanks - Regional
ExchangeNASDAQ
Beta0.516
CurrencyUSD