Heritage Financial share price logo

Heritage Financial

NASDAQ: HFWA

Small Cap

$28.50

-0.41

(-1.44%)

as on

Heritage Financial Stock Performance

as on October 31, 2026 at 6:59 am IST

  • Day's Low

    Day's High

    $28.44
    $29.05
    downward going graph

    0.21%

    Downside

    1.93%

    Upside

    downward going graph
  • 52 Week's Low

    52 Week's High

    $21.32
    $31.25
    downward going graph

    25.19%

    Downside

    9.65%

    Upside

    downward going graph

Heritage Financial share price movements today

Previous Close
$28.91
Open
$28.84
Volume
179.3K
Market Cap
$1.2B
Dividend Yield
3.38%
Day's Low - High
$28.44 - $29.05
52 Week Low - High
$21.32 - $31.25

Heritage Financial Historical Returns

1 Month Return
+ 4.63 %
3 Month Return
-2.17 %
1 Year Return
+ 28.78 %
3 Year Return
+ 75.64 %
5 Year Return
+ 16.38 %

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)

2.02

Dividend Yield

3.38%

Quarterly Earnings Growth YOY

-0.17%

PE Ratio (TTM)

14.2

Industry PE ratio

12.73

PEG Ratio

0.70

EBITDA

73.2M

Revenue (TTM)

357.9M

Profit Margin

75.81%

Return On Equity TTM

7.32%

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 %
Buy$1.2B16.38%14.2075.81%3.38%
Buy$117.0B282.76%13.3329.14%1.80%
Buy$92.9B0.45%11.6264.71%3.52%
NA$160.9BNA7.2187.19%4.35%
Buy$103.7B37.73%16.7168.59%0.87%

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

₹1,35,998

Returns

₹35,998

(+36%)

Returns from Heritage Financial Stock

₹26,949 (+26.95%)

Dollar Impact

₹9,049 (+9.05%)

Analyst Recommendation on Heritage Financial Stock

Based on 2 analysts

BUY

50.00%

Buy

50.00%

Hold

0.00%

Sell

Based on 2 analysts, 50% of analysts recommend a 'BUY' rating for Heritage Financial. Average target price of $32.6

Heritage Financial Share Price Target

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

What analysts predicted

12.58%UPSIDE

Target Price

$32.6

Current Price

$28.5

Analyzed by

2 Analysts

High

$33

Target

$32.60

Low

$33

Heritage Financial target price $32.6, a slight upside of 12.58% compared to current price of $28.5. According to 2 analysts rating.

Indian Investors' Interest in Heritage Financial Stock

Search interest for Heritage Financial Stock has increased by 400% in the last 30 days, reflecting an upward trend in search activity.

Time period: to

Change:400% versus previous 30 day period

Heritage Financial Quarterly Profit & Loss

All numbers in Millions USD

Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Total Revenue
81
81
82
81
80
87
86
99
62
109
Gross Profit
55
52
55
57
55
63
66
78
41
84
Operating Income
15
13
16
16
14
22
24
22
-22
22
EBITDA
16
13
17
16
14
22
25
23
-20
45
Interest Expense
25
26
25
23
23
22
20
21
22
22
Depreciation
0
0
0
0
0
0
0
1
1
-
Income Before Tax
15
13
16
16
14
22
25
22
20
22
Income Tax Expense
1
1
4
2
2
3
3
3
3
3
Net Income
14
11
11
13
12
19
22
18
17
18
Net Profit Margin
67.33%
64.12%
67.93%
70.80%
69.42%
72.78%
76.39%
79.44%
67.17%
76.97%

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
2
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

Jun 2024
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025
Mar 2026
Jun 2026
Sep 2026
Net Income
14
11
11
13
12
19
22
18
17
18
Operating Cash Flow
6
24
20
19
22
25
27
13
23
-
Investing Cash Flow
-53
-21
-43
79
57
26
23
90
-3
-
Financing Cash Flow
-29
59
-35
33
-74
-60
-63
-69
-83
-
Change in Cash
-75
61
-58
131
5
-8
-12
35
-63
-204

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

Global Institutional Holdings in Heritage Financial

Check out the Institutions with significant holdings in Heritage Financial.

Funds
Holdings
iShares
10.85%
Vanguard
5.80%
Victory Portfolios
4.39%
VANGUARD INDEX FUNDS
4.38%
DFA
4.19%

Heritage Financial News & Key Events

  • img

    Today's Timeline - 22 October

    Thu, 05:35 PM

    -

    Heritage Financial reports Q3 adjusted EPS of 55c, slightly below consensus of 56c, with improved net interest margin.

    Thu, 11:17 PM

    -

    Heritage Financial reports Q3 net income of $18.7 million, announces stock repurchase program and quarterly dividend.

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

    Revenue Rich

    img

    Revenue is up for the last 2 quarters, 62.21M → 109.44M (in $), with an average increase of 43.2% per quarter

  • imgPOSITIVE IMPACT

    Profit Spike

    img

    Netprofit is up for the last 2 quarters, 17.54M → 18.72M (in $), with an average increase of 6.3% per quarter

  • 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 188.7% return, outperforming this stock by 113.1%

  • 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 49.1% return, outperforming this stock by 20.3%

  • imgNEGATIVE IMPACT

    Price Dip

    img

    In the last 7 days, HFWA stock has moved down by -0.8%

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

Key Management of Heritage Financial

Name

Title

Mr. Jeffrey J. Deuel

Advisory to the CEO

Mr. Anthony W. Chalfant

Executive VP & Chief Credit Officer

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

FAQs

What is Heritage Financial share price today?

Heritage Financial share price today is $28.50 as on at the close of the market. Heritage Financial share today touched a day high of $29.05 and a low of $28.44.

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 $28.50,which is 8.80% down from its 52 week high and 33.68% 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.

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 ₹94.94999694824219 or $1 (as of ) using the INDmoney app.
For example: If you want to invest $10 or ₹949.50 in Heritage Financial stock (as per the Rupee-Dollar exchange rate as on ). Based on Heritage Financial share’s latest price of $28.50 as on October 31, 2026 at 1:29 am IST, you will get 0.3509 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 16.38% share price returns and 27.1% 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?