Heritage Financial share price logo

Heritage Financial

NASDAQ: HFWA

Small Cap

$28.57

+0.32

(+1.13%)

as on

Heritage Financial Stock Performance

as on September 26, 2026 at 2:16 pm IST

  • Day's Low

    Day's High

    $28.30
    $28.61
    downward going graph

    0.95%

    Downside

    0.14%

    Upside

    downward going graph

  • 52 Week's Low

    52 Week's High

    $21.32
    $31.25
    downward going graph

    25.38%

    Downside

    9.38%

    Upside

    downward going graph

Heritage Financial share price movements today

Previous Close
$28.25
Open
$28.50
Volume
293.3K
Market Cap
$1.2B
Dividend Yield
3.47%
Day's Low - High
$28.30 - $28.61
52 Week Low - High
$21.32 - $31.25

Heritage Financial Historical Returns

1 Month Return
-0.59 %
3 Month Return
-3.22 %
1 Year Return
+ 14.97 %
3 Year Return
+ 76.47 %
5 Year Return
+ 13.6 %

Heritage Financial Stock Fundamentals & Key Indicators

Check Heritage Financial market cap, PE, PB, PEG ratios, dividend yield, and other key fundamental indicators.

Market Cap

$1.2B

EPS (TTM)

2.12

Dividend Yield

3.47%

Quarterly Earnings Growth YOY

0.17%

PE Ratio (TTM)

13.33

Industry PE ratio

11.15

PEG Ratio

0.288387074063644

EBITDA

48.8M

Revenue (TTM)

336.3M

Profit Margin

74.64%

Return On Equity TTM

7.69%

Heritage Financial Stock Valuation

Track how Heritage Financial P/E has moved over time to understand its valuation trends.

Heritage Financial in the last 5 years

  • Overview

  • Trends

Lowest (8.89x)

December 31, 2021

Industry (11.15x)

December 31, 2025

Today (11.88x)

December 31, 2025

Highest (19.44x)

December 31, 2024

LowHigh

Today’s Price to Earnings Ratio: 11.88x

Heritage Financial vs Peer Comparison

Compare market cap, revenue, PE, and other key metrics of Heritage Financial with its industry peers.

Company
Analyst View
Market Cap
5 Years Return %PE RatioProfit Margin %Dividend Yield %
Heritage Financial image
Heritage Financial
Buy$1.2B13.6%13.3374.64%3.47%
Mizuho Financial image
Mizuho Financial
Buy$131.2B281.72%15.0929.14%1.71%
US Bancorp image
US Bancorp
Buy$92.6B-0.77%11.6663.78%3.56%
China Merchants Bank image
China Merchants Bank
NA$155.9BNA6.9787.19%4.43%
Icici Bank image
Icici Bank
Buy$100.3B42.89%17.0268.53%0.90%

Stock Returns calculator for Heritage Financial Stock including INR - Dollar returns

The Heritage Financial stock calculator helps Indian investors calculate returns based on the historical performance of the stock. Just choose your investment amount and duration to get insights and invest more confidently. See stock returns as well as the effect of dollar appreciation over different durations.

*Dollar Impact: The bonus return you make when the US Dollar rises against the Rupee; calculated on the full amount you walk away with, not just what you invested in.

Investment Value

₹1,00,000

  • 1Y

  • 3Y

  • 5Y

  • 7Y

  • 10Y

Heritage Financial investment value today

Current value as on today

₹1,24,231

Returns

₹24,231

(+24.23%)

Returns from Heritage Financial Stock

₹14,970 (+14.97%)

Dollar Impact

₹9,261 (+9.26%)

Analyst Recommendation on Heritage Financial Stock

Based on 4 analysts

BUY

50.00%

Buy

50.00%

Hold

0.00%

Sell

Based on 4 analysts, 50% of analysts recommend a 'BUY' rating for Heritage Financial. Average target price of $32.8

Heritage Financial Share Price Target

Get share price movements and forecasts by analysts on Heritage Financial.

What analysts predicted

12.9%UPSIDE

Target Price

$32.8

Current Price

$28.57

Analyzed by

4 Analysts

High

$34

Target

$32.80

Low

$32

Heritage Financial target price $32.8, a slight upside of 12.9% compared to current price of $28.57. According to 4 analysts rating.

Indian Investors' Interest in Heritage Financial Stock

Search interest for Heritage Financial Stock has decreased by -50% in the last 30 days, reflecting a downward trend in search activity.

Time period: to

Change:-50% versus previous 30 day period

Heritage Financial Quarterly Profit & Loss

All numbers in Millions USD

Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
Total Revenue
71
81
81
82
81
80
87
86
99
62
Gross Profit
47
55
52
55
57
55
63
66
78
41
Operating Income
6
15
13
16
16
14
22
24
22
-22
EBITDA
7
16
13
17
16
14
22
25
23
-22
Interest Expense
22
25
26
25
23
23
22
20
21
22
Depreciation
0
0
0
0
0
0
0
0
1
-
Income Before Tax
6
15
13
16
16
14
22
25
22
20
Income Tax Expense
1
1
1
4
2
2
3
3
3
3
Net Income
5
14
11
11
13
12
19
22
18
17
Net Profit Margin
66.11%
67.33%
64.12%
67.93%
70.80%
69.42%
72.78%
76.39%
79.44%
67.17%

Heritage Financial Annual Profit & Loss

All numbers in Millions USD

Dec 2017
Dec 2018
Dec 2019
Dec 2020
Dec 2021
Dec 2022
Dec 2023
Dec 2024
Dec 2025
Total Revenue
183
231
250
251
247
257
303
317
335
Gross Profit
170
213
227
202
269
250
239
210
243
Operating Income
60
64
81
53
120
99
72
52
77
EBITDA
72
85
99
53
101
102
78
55
79
Interest Expense
8
12
18
13
7
8
59
100
89
Depreciation
11
21
18
0
-18
3
5
3
1
Income Before Tax
60
64
81
53
120
99
72
52
78
Income Tax Expense
18
11
13
6
22
17
11
9
11
Net Income
41
53
67
46
98
81
61
43
67
Net Profit Margin
93.14%
92.41%
91.02%
80.35%
109.02%
97.41%
79.02%
66.38%
72.43%

Heritage Financial Quarterly Cash Flow

All numbers in Millions USD

Mar 2024
Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
Net Income
5
14
11
11
13
12
19
22
18
17
Operating Cash Flow
12
6
24
20
19
22
25
27
13
23
Investing Cash Flow
33
-53
-21
-43
79
57
26
23
90
-3
Financing Cash Flow
-81
-29
59
-35
33
-74
-60
-63
-69
-83
Change in Cash
-35
-75
61
-58
131
5
-8
-12
35
-63

Heritage Financial Annual Cash Flow

All numbers in Millions USD

Dec 2017
Dec 2018
Dec 2019
Dec 2020
Dec 2021
Dec 2022
Dec 2023
Dec 2024
Dec 2025
Net Income
41
53
67
46
98
81
61
43
67
Operating Cash Flow
73
90
92
70
69
94
109
64
94
Investing Cash Flow
-241
-109
-125
-538
163
-1,207
-93
-85
186
Financing Cash Flow
167
78
99
982
746
-506
105
-86
-165
Change in Cash
0
58
66
514
979
-1,619
121
-107
115

Mutual Funds that own Heritage Financial Stock

Check out the Mutual Funds with significant holdings in Heritage Financial.

Funds
Holdings
Shares Held
Victory Portfolios
4.460405%
1825000
VANGUARD INDEX FUNDS
4.411031%
1804798
Prudential Jennison Small Co Fund, Inc.
3.398313%
1390439
DFA INVESTMENT DIMENSIONS GROUP INC
2.749636%
1125029
Fidelity Salem Street Trust
0.949961%
388682
See all

Global Institutional Holdings in Heritage Financial

Funds
Holdings
iShares
10.95%
Vanguard
5.92%
Victory Portfolios
4.46%
VANGUARD INDEX FUNDS
4.41%
Prudential Jennison Small Co Fund, Inc.
3.4%
See all

Insights on Heritage Financial

Insights help you understand the recent movement of the company's critical parameters, giving you an overall view of the company.

  • imgPOSITIVE IMPACT

    Price Rise

    img

    In the last 7 days, HFWA stock has moved up by 1.3%

  • imgNO EFFECT

    Against Peers

    img

    In the last 3 years, Mizuho Financial Group, Inc. American Depositary Shares Each representing one-fifth of an Ordinary Share has given 211.0% return, outperforming this stock by 133.9%

  • imgNO EFFECT

    Against Peers

    img

    In the last 1 year, Mizuho Financial Group, Inc. American Depositary Shares Each representing one-fifth of an Ordinary Share has given 61.6% return, outperforming this stock by 46.6%

  • imgNEGATIVE IMPACT

    Revenue Fall

    img

    Revenue is down for the last 2 quarters, 99.36M → 62.21M (in $), with an average decrease of 37.4% per quarter

  • imgNEGATIVE IMPACT

    Profit Down

    img

    Netprofit is down for the last 3 quarters, 22.23M → 17.54M (in $), with an average decrease of 11.1% per quarter

About Heritage Financial

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.
OrganisationHeritage Financial
Headquarters201 Fifth Avenue SW, Olympia, WA, 98501, US
IndustryBanks - Regional
CEOBryan D. McDonald
E-voting on sharesClick here to vote

Key Management of Heritage Financial

Name

Title

Mr. Nicholas M. Bley

Executive Vice President

Ms. Kaylene M. Lahn CPA

Senior VP, Corporate Governance Officer & Corporate Secretary

Mr. Brian L. Vance

Independent Chairman

Mr. Bryan D. McDonald

CEO, President & Director

Mr. Donald J. Hinson CPA

Executive VP & CFO

Mr. Jeffrey J. Deuel

Advisory to the CEO

Mr. Anthony W. Chalfant

Executive VP & Chief Credit Officer

FAQs

What is Heritage Financial share price today?

Heritage Financial share price today is $28.57 as on at the close of the market. Heritage Financial share today touched a day high of $28.61 and a low of $28.30.

What is the 52 week high and 52 week low for Heritage Financial share?

Heritage Financial share touched a 52 week high of $31.25 on and a 52 week low of $21.32 on . Heritage Financial stock price today i.e. is closed at $28.57,which is 8.58% down from its 52 week high and 34.01% up from its 52 week low.

What is Heritage Financial's market capitalisation today?

Heritage Financial market capitalisation is $0.00T as on .

How to invest in Heritage Financial Stock (HFWA) from India?

  1. Step 1: Open a free US stocks account on INDmoney App and transfer your Rupees into Dollars to your INDmoney US stocks account. For a step by step instruction, check How to Transfer Money to Your US Stocks Account .
  2. Step 2: Search for Heritage Financial on INDmoney app. Click on Buy button. You can invest as low as $1.5 in Heritage Financial Shares that will get you 0.0525 shares as per Heritage Financial share price of $28.57 per share as on September 26, 2026 at 8:46 am IST.

What is the minimum amount required to buy Heritage Financial Stock (HFWA) from India?

Indian investors can start investing in Heritage Financial (HFWA) shares with as little as ₹95.819999694824 or $1 (as of ) using the INDmoney app.
For example: If you want to invest $10 or ₹958.20 in Heritage Financial stock (as per the Rupee-Dollar exchange rate as on ). Based on Heritage Financial share’s latest price of $28.57 as on September 26, 2026 at 8:46 am IST, you will get 0.3500 shares of Heritage Financial. Learn more about fractional shares .

What are the returns that Heritage Financial has given to Indian investors in the last 5 years?

Heritage Financial stock has given 13.6% share price returns and 29.7% dollar appreciation to an Indian investor in the last 5 years.
Read more about How do Currency Exchange Rates impact your returns on US Stock Investments?