HFWA

Heritage Financial Corporation

Price

$28.41

return (12m)

20.25%

p/e

15.09

p/bv

1.06

DIVIDEND YIELD

3.39%

HFWA price

Heritage Financial

If you had invested

exposure

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

Return on Investment HFWA

1 month

3 months

1 year

2 years

5 years

10 years

return

1 month

-3.47%

3 months

0.73%

1 year

20.25%

2 years

41.33%

5 years

43.79%

10 years

122.76%

Profitability Comparator

If you had invested

years ago

ago, you would now have:

Fundamentals HFWA

Valuation

P/E

15.09

Sector -142.61

Industry 9.05

P/BV

1.06

Sector -8.03

Industry 1.00

P/Revenue (PSR)

4.00

Sector -12.13

Industry 0.97

EV/EBITDA

Sector -748,048,439.87

Industry 12.59

EV/EBIT

Sector -5,388,598,507.43

Industry -53.88

P/EBITDA

Sector -101.58

Industry 3.88

P/EBIT

Sector -119.16

Industry -2.31

P/Total Assets

0.14

Sector 0.14

Industry 0.28

P/Net Current Assets

-0.16

Sector -7.71

Industry -9.34

P/Working Capital

Sector -

Industry -0.61

EPS

1.90

Sector -9,594.04

Industry 4.37

BVPS

27.01

Sector -26,074.98

Industry 26.27

Efficiency

Gross Margin

0.00%

Sector -0.07%

Industry 50.47%

EBITDA Margin

0.00%

Sector -312.01%

Industry 16.64%

EBIT Margin

0.00%

Sector -360,243.68%

Industry 9.63%

Operating Margin

0.00%

Sector -6.49%

Industry 9.93%

Net Profit Margins

26.49%

Sector -1.92%

Industry 8.74%

Asset Turnover

0.01

Sector 0.01

Industry 0.06

Profitability

ROE

7.02%

Sector -1,330.04%

Industry 12.11%

ROA

0.92%

Sector -7.68%

Industry 2.66%

ROIC

0.00%

Sector -12.29%

Industry -2.58%

Dividends

Dividend yield

3.39%

Sector 0.25%

Industry 0.47%

Payout

51.16%

Sector 5.42%

Industry 8.16%

Debt

Current Ratio

Sector -

Industry 0.99

Net Debt / EBITDA

Sector -492,888,154.18

Industry -0.83

Net Debt / EBIT

Sector -4,517,275,612.45

Industry -45.11

Net Debt / Equity

0.00

Sector -0.81

Industry 0.17

Gross Debt / Equity

0.00

Sector -0.23

Industry 0.50

Equity/Assets

0.13

Sector -0.02

Industry 0.24

Liabilities/Assets

0.87

Sector 0.37

Industry 0.72

Growth

5Y Revenue CAGR

4.11%

Sector -

Industry -

5Y Earnings CAGR

-4.49%

Sector -

Industry -

Fundamentals HFWA

DRAG THE FRAME TO SEE MORE DATA

FAIR VALUE OF Heritage Financial ACCORDING TO BENJAMIN GRAHAM

Graham's Fair Value

The Fair Value 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 Buffett’s mentor.

Current price

$28.41

Fair Value

$33.98

Upside Return potential.

19.61%

See Graham's ranking

Because it considers equity value in its calculation, this formula may 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.

Assets	Price (US$)	Return 12m	DY	P/E	P/BV	ROE	Net Profit Margins
HFWA Heritage Financial Corporation	$28.41	20.25%	3.39%	15.09	1.06	7.02%	26.49%
NU Nu Holdings (NuBank)	$14.62	-6.82%	0.00%	19.88	5.41	27.22%	18.61%
BAC Bank of America Corporation	$62.69	27.32%	1.79%	13.79	1.51	10.97%	16.92%
HSBC HSBC Holdings PLC	$105.29	61.51%	3.65%	14.06	1.80	12.84%	18.78%
C Citigroup Inc.	$138.82	42.56%	1.78%	14.28	1.13	7.94%	9.67%
RY ROYAL BANK OF CANADA	$205.90	47.68%	2.30%	21.53	2.75	12.76%	15.73%
ITUB Itau Unibanco Banco Holding SA	$8.33	33.33%	6.90%	384.22	58.40	15.20%	9.21%
ING ING Group N.V.	$37.27	53.29%	3.60%	6.72	1.44	21.39%	25.90%
SAN Banco Santander SA ADR	$14.96	51.50%	1.36%	5.22	1.34	25.71%	30.33%
WFC Wells Fargo & Company	$90.29	13.23%	2.05%	12.57	1.54	12.26%	17.12%
LYG Lloyds Banking Group PLC	$6.01	40.23%	3.37%	1.22	0.20	16.09%	8.25%
TD Toronto Dominion Bank	$120.97	63.87%	2.61%	72.95	3.06	4.19%	15.79%
NWG NatWest Group PLC	$18.89	38.48%	3.34%	2.55	0.37	14.39%	20.44%
BCS Barclays PLC	$26.70	32.88%	1.74%	11.34	0.65	5.73%	11.31%
BBD Banco Bradesco SA ADR	$3.60	29.92%	7.65%	42.85	5.69	13.27%	7.37%
BSBR Banco Santander Brasil SA ADR	$6.02	19.08%	5.65%	89.60	9.41	10.51%	3.93%
MUFG Mitsubishi UFJ Financial Group Inc.	$23.89	57.62%	1.81%	2,341.77	316.49	13.51%	20.20%
BSAC Banco Santander Chile	$35.17	43.16%	4.32%	13.53	2.92	21.58%	34.03%
DB Deutsche Bank AG	$40.48	11.87%	2.15%	12.13	0.88	7.22%	9.00%
USB U.S. Bancorp	$62.84	34.15%	3.35%	12.10	1.43	11.83%	18.24%

Stock vs Indice Comparison Tool

If you had invested

years ago

ago, you would now have *

ago, you would now have:

*This calculation reflects price variation only.

HFWA Historical Dividends

current DY: 3.39%

5-year average DY: 3.83%

DRAG THE FRAME TO SEE MORE DATA

type	Ex - Dividend Date	payment date	value
Dividends	08/04/2026	08/19/2026	0.25000000
Dividends	05/05/2026	05/20/2026	0.24000000
Dividends	01/27/2026	02/11/2026	0.24000000
Dividends	11/04/2025	11/19/2025	0.24000000
Dividends	08/05/2025	08/20/2025	0.24000000
Dividends	05/06/2025	05/21/2025	0.24000000
Dividends	02/05/2025	02/20/2025	0.24000000
Dividends	11/05/2024	11/20/2024	0.23000000
Dividends	08/06/2024	08/21/2024	0.23000000
Dividends	05/06/2024	05/22/2024	0.23000000
Dividends	02/06/2024	02/22/2024	0.23000000
Dividends	10/30/2023	11/15/2023	0.22000000
Dividends	07/31/2023	08/16/2023	0.22000000
Dividends	05/02/2023	05/18/2023	0.22000000
Dividends	02/06/2023	02/22/2023	0.22000000
Dividends	10/31/2022	11/16/2022	0.21000000
Dividends	05/02/2022	05/18/2022	0.21000000
Dividends	02/07/2022	02/23/2022	0.21000000
Dividends	11/01/2021	11/17/2021	0.21000000
Dividends	08/02/2021	08/18/2021	0.20000000
Dividends	05/03/2021	05/19/2021	0.20000000
Dividends	02/08/2021	02/24/2021	0.20000000
Dividends	11/02/2020	11/18/2020	0.20000000
Dividends	08/03/2020	08/19/2020	0.20000000
Dividends	05/11/2020	05/27/2020	0.20000000
Dividends	02/04/2020	02/20/2020	0.20000000
Dividends	11/05/2019	11/21/2019	0.29000000
Dividends	08/06/2019	08/22/2019	0.19000000
Dividends	05/06/2019	05/22/2019	0.18000000
Dividends	02/05/2019	02/21/2019	0.18000000
Dividends	11/05/2018	11/21/2018	0.27000000
Dividends	08/07/2018	08/23/2018	0.14950000
Dividends	05/08/2018	05/24/2018	0.14950000
Dividends	02/05/2018	02/21/2018	0.14950000
Dividends	11/06/2017	11/22/2017	0.23000000
Dividends	08/08/2017	08/24/2017	0.12920000
Dividends	05/08/2017	05/24/2017	0.12920000
Dividends	02/07/2017	02/23/2017	0.11930000
Dividends	11/04/2016	11/22/2016	0.37000000
Dividends	08/02/2016	08/18/2016	0.11760000
Dividends	05/03/2016	05/19/2016	0.11760000
Dividends	02/08/2016	02/24/2016	0.10780000
Dividends	11/02/2015	11/18/2015	0.21000000
Dividends	08/04/2015	08/20/2015	0.10720000
Dividends	05/05/2015	05/21/2015	0.10720000
Dividends	02/06/2015	02/24/2015	0.09750000
Dividends	11/28/2014	12/12/2014	0.15600000
Dividends	11/04/2014	11/20/2014	0.08690000
Dividends	08/05/2014	08/21/2014	0.08690000
Dividends	04/04/2014	04/23/2014	0.07730000
Dividends	02/06/2014	02/24/2014	0.07730000
Dividends	11/01/2013	11/15/2013	0.07730000
Dividends	08/02/2013	08/15/2013	0.18000000
Dividends	05/08/2013	05/24/2013	0.07680000
Dividends	02/06/2013	02/22/2013	0.07680000
Dividends	11/22/2012	12/06/2012	0.28800000
Dividends	11/07/2012	11/21/2012	0.07510000
Dividends	08/10/2012	08/24/2012	0.07510000
Dividends	07/06/2012	07/24/2012	0.20000000
Dividends	05/08/2012	05/24/2012	0.07410000
Dividends	02/08/2012	02/24/2012	0.05560000
Dividends	11/24/2011	12/09/2011	0.25000000
Dividends	11/08/2011	11/23/2011	0.04540000
Dividends	08/10/2011	08/26/2011	0.04540000
Dividends	05/11/2011	05/27/2011	0.02720000
Dividends	02/03/2009	02/20/2009	0.09070000
Dividends	10/13/2008	10/31/2008	0.14000000
Dividends	07/11/2008	07/30/2008	0.21000000
Dividends	04/11/2008	04/30/2008	0.21000000
Dividends	01/11/2008	01/30/2008	0.21000000
Dividends	10/11/2007	10/30/2007	0.21000000
Dividends	07/12/2007	07/30/2007	0.21000000
Dividends	04/12/2007	04/30/2007	0.21000000
Dividends	01/11/2007	01/31/2007	0.21000000
Dividends	10/12/2006	10/31/2006	0.20500000
Dividends	07/13/2006	07/31/2006	0.20000000
Dividends	04/13/2006	04/28/2006	0.19500000
Dividends	01/12/2006	01/30/2006	0.19000000
Dividends	10/13/2005	10/28/2005	0.18500000
Dividends	07/13/2005	07/29/2005	0.17142857
Dividends	04/13/2005	04/28/2005	0.16666667
Dividends	01/12/2005	01/28/2005	0.16190476
Dividends	10/13/2004	10/29/2004	0.15714286
Dividends	07/13/2004	07/29/2004	0.15238095
Dividends	04/13/2004	04/29/2004	0.14761905
Dividends	01/13/2004	01/30/2004	0.14285714
Dividends	10/13/2003	10/27/2003	0.13809524
Dividends	07/11/2003	07/28/2003	0.13333333
Dividends	04/09/2003	04/29/2003	0.12857143
Dividends	01/09/2003	01/30/2003	0.12380952
Dividends	10/08/2002	10/29/2002	0.11904762
Dividends	07/09/2002	07/26/2002	0.11428571
Dividends	04/09/2002	04/29/2002	0.10952381
Dividends	01/09/2002	01/30/2002	0.10476190
Dividends	10/09/2001	10/29/2001	0.10000000
Dividends	07/10/2001	07/25/2001	0.09523810
Dividends	04/09/2001	04/27/2001	0.09047619
Dividends	01/15/2001	01/31/2001	0.08571429
Dividends	10/10/2000	10/27/2000	0.08095238
Dividends	07/10/2000	07/28/2000	0.07619048
Dividends	04/10/2000	04/28/2000	0.07142857
Dividends	01/10/2000	01/27/2000	0.05761905
Dividends	10/11/1999	10/27/1999	0.05352381
Dividends	07/09/1999	07/27/1999	0.04933333
Dividends	04/09/1999	04/26/1999	0.04523810
Dividends	01/11/1999	01/25/1999	0.09523810
Dividends	09/30/1998	10/15/1998	0.09523810
Dividends	06/29/1998	07/15/1998	0.09523810
Dividends	03/31/1998	04/15/1998	0.02876190

ABOUT Heritage Financial

Heritage Financial Corporation

Average Investor10 user rating

4.0 (3 people)

United States

29 years

Founded: 1997

1998

Time since IPO - 28 years

856

Employees

Heritage Financial Corporation (United States) is listed on the Nasdaq and has a market capitalization of $1.18 billion, with shareholders equity totaling $1.11 billion.

The company employs approximately 856 people and operates in the Financial sector, within the Banks industry.

Over the past 12 months, Heritage Financial Corporation reported $294.09 million in revenue, generating net income of $77.90 million.

Key financial metrics include a P/E ratio of 15.09, a price-to-book (P/B) ratio of 1.06, and a trailing twelve-month dividend yield of 3.39%.

The company trades under the ticker HFWA.

Market cap

$1.18 billion

Net worth

$1.11 billion

$1,109,692,000.00

Assets

$8.43 billion

$8,430,566,000.00

Total Shares Outstanding

41.08 million

41,079,000

Average Daily Trading Volume

$382.73 Thousand

$382,734.14

Sector

Financial

Industry

Banks

HFWA

HFWA revenue and profits

Financial Results HFWA

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HFWA cash flow

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