HFWA

HERITAGE FINANCIAL CORP /WA/

Nasdaq · Savings Institutions, Not Federally Chartered · Inc. WA · CIK 0001046025
$27.18 +0.15% $1.1B
Insider Selling Cluster (2 insiders)
Vol
Market Cap$1.1B
Cap SizeSmall Cap
Analyst ConsensusBuy (58%)
Inst. Holders8 funds
Inst. Value$93.5M
Inst. Activity1 buys / 0 sells
Insider Activity0B / 1S
Insider Net $-$19.7K
SEC Reports2
Exchange Nasdaq·Sector Savings Institutions, Not Federally Chartered·Inc. WA·CIK 0001046025·Prev Close $27.14

Recent Activity

May 1, 2026 Insider
Rivera Frederick B sold 2,218 shares
Director @ $27.61 ($61.2K)
May 1, 2026 Insider
Giacobbe Gail B. sold 2,218 shares
Director @ $27.61 ($61.2K)
May 1, 2026 Insider
Giacobbe Gail B. sold 2,218 shares
Director @ $27.61 ($61.2K)
Apr 23, 2026 earnings_calendar
HFWA Q1 2026 Earnings Scheduled — 2026-04-23
Mar 23, 2026 SEC
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauthorized access and ex
8-K — Impact 6/10
Mar 20, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Inst.
WELLS FARGO & COMPANY/MN — ADD
43,106 shares ($1.0M)
Inst.
TWO SIGMA INVESTMENTS, LP — ADD
256,567 shares ($6.2M)

Price Targets

$30.60 +12.6% upside Buy
Current $27.18 Low $30.00 Median $30.00 High $32.00 5 analysts
$30.00 $32.00

Analyst Ratings

Hold58% buy · 12 analysts
2Strong Buy
5Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 27, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Apr 2, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Feb 5, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Jan 26, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight
Jan 23, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.54 ▼ -8.7% $0.50 — $0.60 2% YoY 6
Next Q $0.59 ▼ -7.3% $0.57 — $0.62 6% YoY 6
Current FY $2.39 ▼ -4.7% $2.30 — $2.50 7% YoY 6
Next FY $2.79 ▼ -4.1% $2.70 — $2.95 17% YoY 6

Latest Reports

BEARISH 8-K 6/10
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauthorized access and ex
Mar 23, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 20, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$57.1M—
MORGAN STANLEY$9.5M—
CHARLES SCHWAB INVESTMENT MANAGEMENT$7.7MTRIM
RENAISSANCE TECHNOLOGIES LLC$6.6MADD
TWO SIGMA INVESTMENTS, LP$6.4MADD

Recent Insider Trades

DateInsiderTypeValue
May 1, 2026Rivera FrederickM$61.2K
May 1, 2026Giacobbe GailM$61.2K
May 1, 2026Giacobbe GailM$61.2K
May 1, 2026VANCE BRIANM$61.2K
May 1, 2026VANCE BRIANM$61.2K
8 institutional holders with $93.5M total value (3,955,308 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, CHARLES. Net buying activity: 1 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC2,412,325$57.1M61.0%—
2MORGAN STANLEY399,617$9.5M10.1%—
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC326,536$7.7M8.3%TRIM -74.1%
4RENAISSANCE TECHNOLOGIES LLC277,953$6.6M7.0%ADD +35.3%
5TWO SIGMA INVESTMENTS, LP269,492$6.4M6.8%ADD +40.2%
6BANK OF AMERICA CORP /DE/220,295$5.2M5.6%—
7WELLS FARGO & COMPANY/MN43,106$1.0M1.1%ADD +50.7%
8FMR LLC5,984$141.5K0.2%ADD +31.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLS FARGO & COMPANY/MNADD28,61243,106+50.7%$1.0M2025-Q4
TWO SIGMA INVESTMENTS, LPADD182,981256,567+40.2%$6.2M2025-Q3
TWO SIGMA INVESTMENTS, LPADD129,495182,981+41.3%$4.4M2025-Q2
FMR LLCADD4,5345,949+31.2%$141.8K2025-Q2
RENAISSANCE TECHNOLOGIES LLCADD245,730332,430+35.3%$8.1M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCTRIM1,249,905323,754-74.1%$7.9M2025-Q1
UBS Group AGADD61,15597,738+59.8%$2.4M2025-Q1
UBS Group AGADD37,55161,155+62.9%$1.5M2024-Q4
CITADEL ADVISORS LLCTRIM26,29215,742-40.1%$385.7K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—1,241,174—$27.0M2024-Q3
18 unique insiders with 1 transactions. Net insider value: -$19.7K ($0.00 bought, $19.7K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 1, 2026Rivera Frederick BDirectorM2,218$27.61$61.2K
May 1, 2026Giacobbe Gail B.DirectorM2,218$27.61$61.2K
May 1, 2026Giacobbe Gail B.DirectorM2,218$27.61$61.2K
May 1, 2026VANCE BRIAN LDirectorM2,218$27.61$61.2K
May 1, 2026VANCE BRIAN LDirectorM2,218$27.61$61.2K
May 1, 2026Saunders Karen RDirectorM2,218$27.61$61.2K
May 1, 2026CHARNESKI BRIANDirectorM2,218$27.61$61.2K
May 1, 2026CHARNESKI BRIANDirectorM2,218$27.61$61.2K
May 1, 2026LYON JEFFREY SDirectorM2,218$27.61$61.2K
May 1, 2026LYON JEFFREY SDirectorM2,218$27.61$61.2K
May 1, 2026Dryer Trevor D.DirectorM2,218$27.61$61.2K
May 1, 2026Dryer Trevor D.DirectorM2,218$27.61$61.2K
May 1, 2026Watson AnnDirectorM2,218$27.61$61.2K
May 1, 2026Watson AnnDirectorM2,218$27.61$61.2K
May 1, 2026Ellwanger Kimberly TDirectorM2,218$27.61$61.2K
May 1, 2026Rivera Frederick BDirectorM2,218$27.61$61.2K
May 1, 2026Ellwanger Kimberly TDirectorM2,218$27.61$61.2K
May 1, 2026Saunders Karen RDirectorM2,218$27.61$61.2K
May 1, 2026Robison Sabrina CEVP Chief HR OfficerSELL716$27.51$19.7K
Mar 16, 2026Wilson Kelli AnnEVP Chief Banking OfficerM490$24.89$12.2K
Mar 16, 2026Wilson Kelli AnnEVP Chief Banking OfficerF719$24.89$17.9K
Mar 16, 2026Wilson Kelli AnnEVP Chief Banking OfficerM490$24.89$12.2K
Mar 16, 2026McDonald BryanPresidentF939$24.89$23.4K
Mar 16, 2026McDonald BryanPresidentM1,115$24.89$27.8K
Mar 16, 2026McDonald BryanPresidentM267$24.89$6.6K
Mar 16, 2026McDonald BryanPresidentM1,115$24.89$27.8K
Mar 16, 2026Ray Matthew T.EVP Chief Lending OfficerM504$24.89$12.5K
Mar 16, 2026Ray Matthew T.EVP Chief Lending OfficerM504$24.89$12.5K
Mar 16, 2026Ray Matthew T.EVP Chief Lending OfficerF749$24.89$18.6K
Mar 16, 2026Robison Sabrina CEVP Chief HR OfficerM1,147$24.89$28.5K
Mar 16, 2026Robison Sabrina CEVP Chief HR OfficerF744$24.89$18.5K
Mar 16, 2026Robison Sabrina CEVP Chief HR OfficerM1,147$24.89$28.5K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerM850$24.89$21.2K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerF689$24.89$17.1K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerM850$24.89$21.2K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerM203$24.89$5.1K
Mar 16, 2026Henning Thomas JEVP Chief Risk OfficerM1,440$24.89$35.8K
Mar 16, 2026Henning Thomas JEVP Chief Risk OfficerF938$24.89$23.3K
Mar 16, 2026Henning Thomas JEVP Chief Risk OfficerM1,440$24.89$35.8K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerM1,227$24.89$30.5K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerF583$24.89$14.5K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerM1,227$24.89$30.5K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerM176$24.89$4.4K
Mar 16, 2026Curran Amy E.EVP Director Commercial LendM155$24.89$3.9K
Mar 16, 2026Curran Amy E.EVP Director Commercial LendF918$24.89$22.8K
Mar 16, 2026Curran Amy E.EVP Director Commercial LendM155$24.89$3.9K
Mar 16, 2026Glasby WilliamEVP Chief Information OfficerM302$24.89$7.5K
Mar 16, 2026Glasby WilliamEVP Chief Information OfficerF1,338$24.89$33.3K
Mar 16, 2026Glasby WilliamEVP Chief Information OfficerM302$24.89$7.5K
Feb 25, 2026Glasby WilliamEVP Chief Information OfficerA5,538$27.54$152.5K
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
BEARISH 8-K 6/10
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauth
Mar 23, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 20, 2026
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No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (58% buy). Based on 12 analysts: 2 strong buy, 5 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$30.60 mean target +12.6% upside Buy (3.00)
$30.00 Low $32.00 High
MetricValue
Current Price$27.18
Target Low$30.00
Target Mean$30.60
Target Median$30.00
Target High$32.00
# Analysts5
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.54 $0.50 $0.60 2.2% -8.7% 0↑ 5↓ $0.1B 36.2% 6
Next Q
2026-09-30
 $0.59 $0.57 $0.62 5.9% -7.3% 0↑ 6↓ $0.1B 34.3% 6
Current FY
2026-12-31
 $2.39 $2.30 $2.50 6.6% -4.7% 0↑ 6↓ $0.3B 39.0% 6
Next FY
2027-12-31
 $2.79 $2.70 $2.95 17.0% -4.1% 0↑ 6↓ $0.4B 8.4% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.542
7d ago$0.542
30d ago$0.593-0.052
60d ago$0.588-0.047
90d ago$0.573-0.031
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 27, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 2, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 5, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 26, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20262550058%
Apr 1, 20262550058%
Mar 1, 20262550058%
Feb 1, 20262540064%
Jan 1, 20262550058%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

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No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 23, 2026
earnings_calendar
HFWA Q1 2026 Earnings Scheduled — 2026-04-23