HFWA — Heritage Financial Corp
NASDAQ · Banking · Banking
- Latest Close
- $27.13
- 30-Day Move
- +7.5%
- Market Cap
- $1.1B
- Shares Outstanding
- 41,130,000
- P/E Ratio
- 15.9
- P/B Ratio
- 0.87
Heritage Financial Corp
A read-only Alphactor snapshot forHeritage Financial Corp. It uses the same research structure as the app, but with delayed data and shallow depth so search visitors can evaluate the stock before signing up.
Snapshot as of2026-04-21
Topline snapshot
Latest Close
$27.13
30-Day Move
+7.5%
Market Cap
$1.1B
Shares Outstanding
41,130,000
P/E Ratio
15.9
P/B Ratio
0.87
$27.13
+7.5%last 90 delayed daily bars
90D High
$28.98
90D Low
$23.36
Avg Volume
284,811
Net margin is 29.7%, useful for comparing HFWA against peers in Banking.
HFWA is up 7.5% over the last 30 trading days shown on this page.
Composite Fair Value
$32.20
Rule of 40
48.3%
Dark Pool Short %
84.7%
Latest Close
$27.13
30-Day Move
+7.5%
Market Cap
$1.1B
Shares Outstanding
41,130,000
P/E Ratio
15.9
P/B Ratio
0.87
ROE
7.3%
ROA
97.0%
Operating Margin
35.9%
Net Margin
29.7%
Debt / Equity
0.02
Dividend Yield
3.8%
Latest Revenue
$66M
Revenue
$66M
Gross Profit
--
Operating Income
--
Net Income
$22M
Gross Margin
--
Net Margin
2970.7%
Current Ratio
--
Debt / Equity
0.02
Fair Value
$32.20
Upside / Downside
+18.7%
Signal
Fairly Valued
Implied Growth
-1.7%
DCF
$29.85
EV/Rev
$34.56
Growth Assumption
-0.4%
Discount Rate
9.6%
Terminal Growth
2.0%
Base FCF
$86M
Valuation spread
After signup
The full valuation workspace goes deeper
Adjust DCF growth, discount, and terminal assumptions instead of relying on one static snapshot.
Open the deeper balance-sheet and cash-flow views to inspect debt, liquidity, and cash generation line by line.
Compare multiple valuation models against peers and save your own thesis instead of re-reading a fixed public state.
Negative growth / decline priced in
Altman Z
0.23
Distress
Piotroski
6
Moderate (4-6)
Cash Conversion
1.40x
Rule of 40
48.3%
Strong
Annual performance mix
| Period | Revenue | Operating Income | Net Income | Free Cash Flow |
|---|---|---|---|---|
| 2022-12-31 | $249M | -- | $82M | $90M |
| 2023-12-31 | $244M | -- | $62M | $99M |
| 2024-12-31 | $217M | -- | $43M | $61M |
| 2025-12-31 | $246M | -- | $68M | $86M |
After signup
The app opens the full statement deep dive
Extend the history well beyond this public snapshot to inspect longer cycles and regime changes.
Move from summary lines into detailed balance-sheet and cash-flow rows for working capital, debt, and capex analysis.
Cross-link statement changes with alerts, watchlists, and saved research workflows after signup.
| Date | Name | Type | Shares | Price |
|---|---|---|---|---|
| 2026-03-16 | Wilson Kelli Ann | M | 1,345 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 1,453 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 530 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 490 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | F | 719 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 1,345 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 1,453 | $24.89 |
| 2026-03-16 | Wilson Kelli Ann | M | 530 | $24.89 |
| ETF | Shares | Weight | As Of |
|---|---|---|---|
| iShares Trust-iShares Core S&P Small-Cap ETF | 2,058,858 | 0.05% | 2026-02-28 |
| Victory Portfolios-Victory Sycamore Small Company Opportunity Fund | 1,800,000 | 0.04% | 2025-12-31 |
| Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. | 1,390,439 | 0.03% | 2025-12-31 |
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 1,108,814 | 0.03% | 2025-12-31 |
| iShares Trust-iShares Russell 2000 ETF | 843,202 | 0.02% | 2026-02-28 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 423,158 | 0.01% | 2026-01-31 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 371,624 | 0.01% | 2025-12-31 |
| SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF | 370,356 | 0.01% | 2026-03-31 |
After signup
The deeper ownership view shows who is leaning in
Open richer institutional and holder diffs to see position changes across filings instead of one static snapshot.
Use those ownership shifts alongside conviction and alerts in the full app workflow.
BlackRock
Filed 2024-05-10
$99M
--
Vanguard Group
Filed 2025-05-09
$59M
-1.1%
Geode Capital Management
Filed 2025-11-12
$20M
+1.3%
Northern Trust
Filed 2025-05-13
$10M
-5.0%
For informational and educational purposes only. Not financial advice. Learn more
Related reading
Research and strategy guides from the alphactor blog.
Accruals Quality: How to Spot Earnings That Aren't Real
Accruals measure the gap between reported earnings and actual cash. Widening accruals is one of the most reliable red flags in financial analysis — Sloan's…
Altman Z-Score: A Bankruptcy Predictor That Still Works
Edward Altman's 1968 discriminant model predicts bankruptcy within two years about 72% of the time at its distress threshold.
Balance Sheet Deep Dive
Balance sheet changes lead income statements by 2-6 quarters. Net debt, receivables days, and goodwill are the lines that move stocks first.