Price

US$ 24,92

variation (12m)

21,53% Logo

p/l

16,78

p/vp

0,95

DIVIDEND YIELD

3,83%
graph

price HFWA

BVMF
HFWA
If you had invested
If you had invested
years ago
6 months
1 year
5 years
10 years
today you would have
today you would have:
*The figure considers the reinvestment of dividends.

profitability of HFWA

1 month
3 months
1 year
2 years
5 years
10 years
profitability
1 month
7,26%
3 months
10,65%
1 year
21,53%
2 years
60,74%
5 years
51,84%
10 years
89,35%

real profitability

profitability minus inflation.

1 month
7,26%
3 months
10,48%
1 year
16,11%
2 years
47,06%
5 years
11,78%
10 years
12,98%
Estatistica

Indicators HFWA

check out the fundamentals of Heritage Financial shares

P/E

16,78
Sector: -6.406,55 Industry: 11,68

P/SALES RATIO (PSR)

3,70
Sector: 1,20 Industry: 2,97

P/BV

0,95
Sector: -3.288,16 Industry: 1,07

DIVIDEND YIELD (DY)

3,83%
Sector: 0,41% Industry: 2,46%

ROA

0,71%
Sector: -6,92% Industry: 0,89%

ROE

5,66%
Sector: -1.485,36% Industry: 8,79%

ROIC

0,00%
Sector: -11,91% Industry: -

NET MARGIN

22,08%
Sector: -0,93% Industry: 24,74%

GROSS MARGIN

0,00%
Sector: -0,65% Industry: 1,54%

OPERATING MARGIN

0,00%
Sector: -6,18% Industry: 0,16%

P/EBITDA

-
Sector: -10.238,97 Industry: -0,58

P/EBIT

-
Sector: -10.078,13 Industry: -55,33

P/ASSET

0,12
Sector: 0,13 Industry: 0,11

BVPS

26,12
Sector: -1.421,05 Industry: 26,07

EPS

1,48
Sector: -1.406,56 Industry: 2,28

EQUITY / ASSETS

0,13
Sector: -0,01 Industry: 0,10

CAGR REVENUES 5 YEARS

-0,89%
Sector: - Industry: -

CAGR PROFITS 5 YEARS

-0,30%
Sector: - Industry: -
RETORNO DO INVESTIMENTO

FAIR PRICE OF Heritage Financial ASSETS ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Price

The Fair Price formula was created by Benjamin Graham to identify stocks with appreciation potential or that are being traded for less than they are worth. Graham was one of the greatest investors in history and Warren Buffet's mentor.

Current price

US$ 24,92

Fair Price

US$ 0,00

Upside Potencial de rentabilidade.

18,35%
Because it considers equity value in its calculation, the formula does not work well for technology companies.
This is not a buy/sell recommendation; the fair value calculation takes into account only the formula created by Benjamin Graham, published in the book The Intelligent Investor.
statistics

HFWA indicators history

Checklist do Investidor Buy And Hold

Checklist do investidor buy and hold sobre Heritage Financial

comparator of Stocks

graph

comparison of HFWA with indexes

If you had invested (change) 2 years years ago, today you would have

R$ 1.000,00 in PETR4 you would have R$ 2.294,60

R$ 1.000,00 in LEVE3 you would have R$ 5.240,60

*The value considers the reinvestment of dividends.
Cotação

dividend history HFWA dividend history

current DY: 3,83%

5-year average DY: 3,72%

DRAG THE FRAME TO SEE MORE DATA

type

date with

payment date

value

Dividends 06/08/2025 20/08/2025 0,24000000
Dividends 07/05/2025 21/05/2025 0,24000000
Dividends 06/02/2025 20/02/2025 0,24000000
Dividends 06/11/2024 20/11/2024 0,23000000
Dividends 07/08/2024 21/08/2024 0,23000000
Dividends 08/05/2024 22/05/2024 0,23000000
Dividends 08/02/2024 22/02/2024 0,23000000
Dividends 01/11/2023 15/11/2023 0,22000000
Dividends 02/08/2023 16/08/2023 0,22000000
Dividends 04/05/2023 18/05/2023 0,22000000
Dividends 08/02/2023 22/02/2023 0,22000000
Dividends 02/11/2022 16/11/2022 0,21000000
Dividends 04/05/2022 18/05/2022 0,21000000
Dividends 09/02/2022 23/02/2022 0,21000000
Dividends 03/11/2021 17/11/2021 0,21000000
Dividends 04/08/2021 18/08/2021 0,20000000
Dividends 05/05/2021 19/05/2021 0,20000000
Dividends 10/02/2021 24/02/2021 0,20000000
Dividends 04/11/2020 18/11/2020 0,20000000
Dividends 05/08/2020 19/08/2020 0,20000000
Dividends 13/05/2020 27/05/2020 0,20000000
Dividends 06/02/2020 20/02/2020 0,20000000
Dividends 07/11/2019 21/11/2019 0,29000000
Dividends 08/08/2019 22/08/2019 0,19000000
Dividends 08/05/2019 22/05/2019 0,18000000
Dividends 07/02/2019 21/02/2019 0,18000000
Dividends 07/11/2018 21/11/2018 0,27000000
Dividends 09/08/2018 23/08/2018 0,14950000
Dividends 10/05/2018 24/05/2018 0,14950000
Dividends 07/02/2018 21/02/2018 0,14950000
Dividends 08/11/2017 22/11/2017 0,23000000
Dividends 10/08/2017 24/08/2017 0,12920000
Dividends 10/05/2017 24/05/2017 0,12920000
Dividends 09/02/2017 23/02/2017 0,11930000
Dividends 08/11/2016 22/11/2016 0,37000000
Dividends 04/08/2016 18/08/2016 0,11760000
Dividends 05/05/2016 19/05/2016 0,11760000
Dividends 10/02/2016 24/02/2016 0,10780000
Dividends 04/11/2015 18/11/2015 0,21000000
Dividends 06/08/2015 20/08/2015 0,10720000
Dividends 07/05/2015 21/05/2015 0,10720000
Dividends 10/02/2015 24/02/2015 0,09750000
Dividends 02/12/2014 12/12/2014 0,15600000
Dividends 06/11/2014 20/11/2014 0,08690000
Dividends 07/08/2014 21/08/2014 0,08690000
Dividends 08/04/2014 23/04/2014 0,07730000
Dividends 10/02/2014 24/02/2014 0,07730000
Dividends 05/11/2013 15/11/2013 0,07730000
Dividends 06/08/2013 15/08/2013 0,18000000
Dividends 10/05/2013 24/05/2013 0,07680000
Dividends 08/02/2013 22/02/2013 0,07680000
Dividends 26/11/2012 06/12/2012 0,28800000
Dividends 09/11/2012 21/11/2012 0,07510000
Dividends 14/08/2012 24/08/2012 0,07510000
Dividends 10/07/2012 24/07/2012 0,20000000
Dividends 10/05/2012 24/05/2012 0,07410000
Dividends 10/02/2012 24/02/2012 0,05560000
Dividends 28/11/2011 09/12/2011 0,25000000
Dividends 10/11/2011 23/11/2011 0,04540000
Dividends 12/08/2011 26/08/2011 0,04540000
Dividends 13/05/2011 27/05/2011 0,02720000
Dividends 05/02/2009 20/02/2009 0,09070000
Dividends 15/10/2008 31/10/2008 0,14000000
Dividends 15/07/2008 30/07/2008 0,21000000
Dividends 15/04/2008 30/04/2008 0,21000000
Dividends 15/01/2008 30/01/2008 0,21000000
Dividends 15/10/2007 30/10/2007 0,21000000
Dividends 16/07/2007 30/07/2007 0,21000000
Dividends 16/04/2007 30/04/2007 0,21000000
Dividends 15/01/2007 31/01/2007 0,21000000
Dividends 16/10/2006 31/10/2006 0,20500000
Dividends 17/07/2006 31/07/2006 0,20000000
Dividends 17/04/2006 28/04/2006 0,19500000
Dividends 16/01/2006 30/01/2006 0,19000000
Dividends 17/10/2005 28/10/2005 0,18500000
Dividends 15/07/2005 29/07/2005 0,17142857
Dividends 15/04/2005 28/04/2005 0,16666667
Dividends 14/01/2005 28/01/2005 0,16190476
Dividends 15/10/2004 29/10/2004 0,15714286
Dividends 15/07/2004 29/07/2004 0,15238095
Dividends 15/04/2004 29/04/2004 0,14761905
Dividends 15/01/2004 30/01/2004 0,14285714
Dividends 15/10/2003 27/10/2003 0,13809524
Dividends 15/07/2003 28/07/2003 0,13333333
Dividends 11/04/2003 29/04/2003 0,12857143
Dividends 13/01/2003 30/01/2003 0,12380952
Dividends 10/10/2002 29/10/2002 0,11904762
Dividends 11/07/2002 26/07/2002 0,11428571
Dividends 11/04/2002 29/04/2002 0,10952381
Dividends 11/01/2002 30/01/2002 0,10476190
Dividends 11/10/2001 29/10/2001 0,10000000
Dividends 12/07/2001 25/07/2001 0,09523810
Dividends 11/04/2001 27/04/2001 0,09047619
Dividends 17/01/2001 31/01/2001 0,08571429
Dividends 12/10/2000 27/10/2000 0,08095238
Dividends 12/07/2000 28/07/2000 0,07619048
Dividends 12/04/2000 28/04/2000 0,07142857
Dividends 12/01/2000 27/01/2000 0,05761905
Dividends 13/10/1999 27/10/1999 0,05352381
Dividends 13/07/1999 27/07/1999 0,04933333
Dividends 13/04/1999 26/04/1999 0,04523810
Dividends 13/01/1999 25/01/1999 0,09523810
Dividends 02/10/1998 15/10/1998 0,09523810
Dividends 01/07/1998 15/07/1998 0,09523810
Dividends 02/04/1998 15/04/1998 0,02876190

ABOUT THE COMPANY

Logo Heritage Financial

Heritage Financial Corporation

Average user rating I10

4.0 (1 people)

Estados Unidos

Estados Unidos

28 years

Foundation: 1997

1998

Year of debut on the stock exchange - 27 years

856

Employees

Market value

US$ 843,20 Milhões

US$ 843,20 Milhões

Net worth

US$ 888,21 Milhões

US$ 888.210.000,00

Assets

US$ 7,07 Billions

US$ 7.070.640.000,00

Total Number of Shares

34,00 Milhões

34.000.000

Average Daily Trading Volume

US$ 159,86 Thousand

US$ 159.855,64

Sector

Financial

Industry

Banks

Shares

receitas e lucros

HFWA revenue and profits

graph

PROFIT X PRICE HFWA

resultados

HFWA results

DRAG THE FRAME TO SEE MORE DATA
Resultados

HFWA cash flow

DRAG THE FRAME TO SEE MORE DATA
Ativos e Passivos

evolution of assets - HFWA

Pontos Relevantes

HFWA balance sheet

DRAG THE FRAME TO SEE MORE DATA

Common Questions

What is the price of Heritage Financial (HFWA) today?

The price of Heritage Financial (HFWA) today is R$ 134,31, with a variation of 21.53% compared to the last year. The price of Heritage Financial (HFWA) started the year trading around R$ 132,06 and today it is at R$ 134,31. Follow the real-time price chart, the historical price of Heritage Financial (HFWA), and stock data from Ibovespa and international markets.

When does Heritage Financial (HFWA) pay dividends?

Heritage Financial (HFWA) distributed dividends in the last year,in the months of February, May, August e November totaling R$ 4,96. The Dividend Yield for the last 12 months is 3,83%.

Heritage Financial (HFWA) is it worth it?

Currently, Heritage Financial (HFWA) is priced at R$ 134,31, with a P/E of 16,78%, representing a deviation of 12,29% from its historical average P/E. In the last year, the stock showed a variation of 21.53% in its price and distributed R$ 4,96 in dividends, resulting in a Dividend Yield of 3,83%. The total shareholder return was 21,53%.

It is important to remember that past performance does not guarantee future results. This should not be seen as an investment recommendation.

How to buy stocks of Heritage Financial (HFWA)?

Investing in stocks of Heritage Financial (HFWA) can be done in two ways: by buying the stock abroad or the BDR in Brazil (if available). The stock is the original stock, traded on international exchanges. By buying it, you invest with money outside Brazil, which brings greater geographical and currency diversification.

BDR is a receipt for that stock, traded on the B3 with reais, through a brazilian brokerage. Although the money remains in Brazil, the BDR still offers diversification, as it represents a foreign company and is linked to the dollar.

How much do 100 stocks of Heritage Financial (HFWA) yield today?

The yield of Heritage Financial (HFWA) was 7,26% in the last month, 21,53% in the last year and 51,84% in the last 5 years (already considering appreciation and dividends).

In the last 12 months, the company paid a total of R$ 5,12 in dividends, um Dividend Yield de 3,83%.

If you wanted to buy 100 stocks of Heritage Financial (HFWA) today, the total investment would be R$ 13.431,34, based on the current price of R$ 134,31.

If past performance were to repeat, the return on your investment would be:

  • In 1 year: R$ 16.323,11
  • In 5 years: R$ 20.394,15
  • In 10 years: 25.432,24

It is important to remember that past performance does not guarantee future results. This should not be seen as an investment recommendation.