HFWA

Investor Moves

Name	Value	Action	Change	Price	Current Price
Ken GriffinCitadel Advisors $-2.3M ExitQ1 2026 $2.3M -- $28.72
Jim SimonsRenaissance Technologies $-1.7M TrimQ1 2026 $1.7M -- $28.72
Chuck RoyceRoyce & Associates $-857.9K TrimQ1 2026 $858k -- $28.72
Paul Tudor Jones IITudor Investment $-325.5K ExitQ1 2026 $325k -- $28.72
Jim SimonsRenaissance Technologies $-6.9M ExitQ4 2025 $6.9M -- $28.72
Chuck RoyceRoyce & Associates $-4.1M ExitQ4 2025 $4.1M -- $28.72

Insider Trades

Name	Value	Action	Price	Current Price
Hinson DonaldEVPand Chief Financial Officer $109k3.8k shares SellJun 9, 2026 $28.37 $28.72

News

seekingalpha.comHeritage Financial Corporation (HFWA) Shareholder/Analyst Call Prepared Remarks Transcriptseekingalpha.comMay 7

seekingalpha.comHeritage Financial Corporation (HFWA) Q1 2026 Earnings Call Transcriptseekingalpha.comApr 23

zacks.comCompared to Estimates, Heritage Financial (HFWA) Q1 Earnings: A Look at Key Metricszacks.comApr 23

zacks.comHeritage Financial (HFWA) Q1 Earnings Surpass Estimateszacks.comApr 23

prnewswire.comHeritage Financial Announces First Quarter 2026 Results and Declares Regular Cash Dividend of $0.24 Per Shareprnewswire.comApr 23

Trade HFWA

About Heritage Financial Corporation

Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.

CEO: Bryan D. McDonald
IPO Date: May 7, 1998

Market Data

Open: $28.53
High: $28.92
Low: $28.38
Volume: 271.9K
52W High: $28.98
52W Low: $21.32

Valuation

Market Cap: $976M
Enterprise Value: $921M

Financials

Free Cash Flow: $86M
Revenue: $336M
Net Income: $68M
Cash: $53M
Debt: $42M

Events

EarningsJul 23

EPS est. 0.54