Heritage Financial Corporation

NMS: HFWA
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📈 ZcoreAI Score

Our AI model analyzes Heritage Financial Corporation's price action across multiple timeframes using regression channels and statistical scoring.

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About Heritage Financial Corporation

Financial Services Banks - 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 noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit. In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

📊 Fundamental Analysis

Heritage Financial Corporation demonstrates a healthy profit margin of 27.7%.

The company recently reported 20.2% revenue growth, which is well above average for the Financial Services sector.

Return on Equity (ROE) is 7.6%, which suggests room for improvement in capital utilization.

At a current price of $27.30, HFWA currently trades near the top of its 52-week range (80%) (Range: $20.56 - $28.98).

💰 Valuation Insight

HFWA is valued broadly in line with the sector at a PE of 13.93. Analysts expect earnings growth, as indicated by a lower forward PE.

🏥 Financial Health

⚠️ Profit Margin Moderate
Revenue Growth Excellent
🔴 Return on Equity Weak
Beta (Risk) Low Volatility

Key Financials

Market Cap
$1.12B
Trailing P/E
13.93
Forward P/E
9.35
Beta (5Y)
0.48
52W High
$28.98
52W Low
$20.56
Avg Volume
322K
Day High
Day Low
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