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Heritage Financial (HFWA) Stock Analysis

NASDAQFinancial ServicesBanks - Regional

$29.07+1.79%
1-year price historyRange $21.47 – $31.25
52-week range$29.07
$21.32$31.25

What Heritage Financial does

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.

Key metrics

Market cap
$1.20B
P/E (TTM)
12.42
EPS (TTM)
$2.34
Beta
0.49
Dividend yield
3.34%
Revenue / share
$8.43
50-day avg
$29.58
200-day avg
$26.94
52-week high
$31.25
52-week low
$21.32
CEO
Bryan D. McDonald

ETFs linked to HFWA

Broad-market and Financial Services sector ETFs an investor holding Heritage Financial is often also exposed to. Open an ETF page to see its actual top holdings.

PortView Portfolio Insights

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Frequently asked questions

What is the ticker symbol for Heritage Financial?
Heritage Financial trades under the ticker HFWA on NASDAQ.
Which exchange is HFWA listed on?
HFWA is listed on NASDAQ.
What sector does Heritage Financial operate in?
Heritage Financial is classified in the Financial Services sector (Banks - Regional industry).
How can PortView help analyze HFWA in a portfolio?
PortView shows HFWA's weight in your portfolio, its contribution to return and risk, sector exposure, indirect exposure through ETFs you own, and correlation with your other holdings.

The information provided by PortView is for informational and educational purposes only and does not constitute investment advice. Market data may be delayed. Past performance does not guarantee future results.