Heritage Financial Corporation

$27.58 ▼ -0.19%
2026-04-21 07:17:00
NMS: HFWA

Explore Heritage Financial Corporation stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$1.14 B
Current Price
$27.58
52W High / Low
$28.98 / $21.32
Stock P/E
16.85
Book Value
$27.13
Dividend Yield
3.49%
ROCE
ROE
7.57%
Face Value
EPS
$1.96
Exp Qtr EPS
Sector
Financial Services
Industry
Banks - Regional
Employees
728
Beta
0.48
Debt / Equity
0.05
Current Ratio
Quick Ratio
Forward P/E
9.35
Price / Sales
4.6
Enterprise Value
$954.52 M
EV / EBITDA
EV / Revenue
3.91
Rating
Buy
Target Price
$30.8
EPS Forecast (FY)

Pros

  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Net margin remains healthy.
  • Valuation is not stretched on P/E basis.
  • Meaningful dividend yield is available.

Cons

  • Return on equity is on the weaker side.

Sift Stocks

S.No. Name Price P.E. Market Cap Div Yld % ROCE ROE 52Week High/ Low Book Value
1. Princeton Bancorp, Inc. $35.27 12.87 $239.43 M 3.85% 6.99% $37.99 / $27.85 $40.01
2. First Hawaiian, Inc. $27.15 12.08 $3.34 B 3.83% 10.26% $28.35 / $22.07 $22.57
3. WaFd, Inc. $35.2 10.55 $2.66 B 3.07% 8.03% $36.02 / $26.31 $35.7
4. Unity Bancorp, Inc. $54.46 9.04 $547.85 M 1.18% 18.08% $57.3 / $40.34 $34.63
5. Community Financial System, Inc. $63.37 15.86 $3.34 B 2.97% 11.17% $67.5 / $51.12 $38.08
6. Western Alliance Bancorporation $79.49 9.11 $8.75 B 2.11% 13.52% $97.23 / $62.38 $68.06
7. Enterprise Financial Services Corp $58.49 10.8 $2.18 B 2.26% 10.42% $62.3 / $47.55 $53.22

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024
Sales66.35 M65.7 M56.5 M57.59 M57.05 M
Operating Profit
Net Profit22.24 M19.17 M12.21 M13.91 M11.93 M
EPS in Rs0.540.470.30.340.29

Profit & Loss

Figures shown in M / B

2025202420232022
Sales246.14 M216.84 M243.82 M248.98 M
Operating Profit
Net Profit67.53 M43.26 M61.76 M81.88 M
EPS in Rs1.641.051.51.99

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets6.97 B7.11 B7.17 B6.98 B
Total Liabilities6.05 B6.24 B6.32 B6.18 B
Equity921.5 M863.53 M853.26 M797.89 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF94.82 M64.48 M109.52 M94.46 M
Investing CF186.75 M-85.9 M-93.45 M-1.21 B
Financing CF-165.58 M-86.45 M105.31 M-506.38 M
Free CF85.66 M61.02 M99.15 M90.44 M
Capex-9.16 M-3.46 M-10.38 M-4.02 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %-11.07%-2.07%
Earnings Growth %-29.95%-24.57%
Profit Margin %19.95%25.33%32.88%
Operating Margin %
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-01-28$0.24
2025-11-05$0.24
2025-08-06$0.24
2025-05-07$0.24
2025-02-06$0.24
2024-11-06$0.23
2024-08-07$0.23
2024-05-07$0.23
2024-02-07$0.23
2023-10-31$0.22
2023-08-01$0.22
2023-05-03$0.22
2023-02-07$0.22
2022-11-01$0.21
2022-08-02$0.21
2022-05-03$0.21
2022-02-08$0.21
2021-11-02$0.21
2021-08-03$0.2
2021-05-04$0.2

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
iShares Trust-iShares Core S&P Small-Cap ETF Mutual Fund 2.06 M $53.84 M 0.05% 2026-01-31
iShares Trust-iShares Russell 2000 ETF Mutual Fund 0.83 M $21.59 M 0.02% 2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio Mutual Fund 0.42 M $11.04 M 0.01% 2026-01-31
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund Mutual Fund 0.33 M $8.7 M 0.01% 2026-01-31
iShares Trust-iShares S&P Small-Cap 600 Value ETF Mutual Fund 0.33 M $8.61 M 0.01% 2026-01-31
SPDR SERIES TRUST-State Street SPDR Portfolio S&P 600 Small Cap ETF Mutual Fund 0.31 M $8.01 M 0.01% 2026-01-31
Blackrock Inc. Institutional 4.91 M $128.23 M 0.12% 2025-12-31
Jennison Associates LLC Institutional 3.11 M $81.1 M 0.08% 2025-12-31
Victory Capital Management Inc. Institutional 2.44 M $63.57 M 0.06% 2025-12-31
Vanguard Group Inc Institutional 2.41 M $62.96 M 0.06% 2025-12-31
Dimensional Fund Advisors LP Institutional 1.98 M $51.64 M 0.05% 2025-12-31
Victory Portfolios-Victory Sycamore Small Company Opportunity Fund Mutual Fund 1.8 M $46.98 M 0.04% 2025-12-31
State Street Corporation Institutional 1.57 M $41.07 M 0.04% 2025-12-31
Prudential Jennison Small Co Fd., Inc.-PGIM JENNISON SMALL COMPANY Fd. Mutual Fund 1.39 M $36.29 M 0.03% 2025-12-31
Alliancebernstein L.P. Institutional 1.31 M $34.11 M 0.03% 2025-12-31