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About the company
Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily of commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, and consumer loans. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. Its personal and business banking customers have the option of selecting from a variety of account types. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices.
- Revenue in USD (TTM)314.24m
- Net income in USD67.53m
- Incorporated1997
- Employees723.00
- LocationHeritage Financial Corp201 Fifth Avenue S.W.,P O Box 1578OLYMPIA 98501United StatesUSA
- Phone+1 (360) 943-1500
- Websitehttps://www.hf-wa.com/
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Mergers & acquisitions
| Acquired company | HFWA:NSQ since announced | Transaction value |
|---|---|---|
| Olympic Bancorp Inc | 6.37% | 176.61m |
Data delayed at least 15 minutes, as of Mar 03 2026 21:00 GMT.
Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Capitol Federal Financial Inc | 407.89m | 72.81m | 937.47m | 655.00 | 12.86 | 0.9002 | 11.65 | 4.44 | 0.5614 | 0.5614 | 1.63 | 8.02 | -- | -- | -- | -- | 0.7548 | 0.3394 | -- | -- | -- | -- | 34.56 | 21.45 | -- | -- | -- | 259.59 | 6.02 | 5.55 | 78.91 | 1.05 | -18.81 | 0.00 |
| Southside Bancshares Inc | 403.07m | 69.18m | 942.91m | 781.00 | 13.86 | 1.11 | 11.81 | 3.98 | 2.29 | 2.29 | 7.84 | 28.52 | -- | -- | -- | -- | 0.8128 | 1.18 | -- | -- | -- | -- | 29.20 | 37.39 | -- | -- | -- | 47.57 | -2.72 | 11.70 | -21.78 | -3.38 | 12.21 | 2.87 |
| Northeast Bank | 337.81m | 87.18m | 953.41m | 211.00 | 10.75 | 1.78 | 13.86 | 4.34 | 10.36 | 10.36 | 26.15 | 62.65 | -- | -- | -- | -- | 1.93 | 2.39 | -- | -- | -- | -- | 39.64 | 40.57 | -- | -- | -- | 0.5282 | 26.23 | 31.22 | 43.30 | 29.70 | -9.35 | 0.00 |
| Equity BancShares Inc | 330.84m | 22.73m | 966.64m | 810.00 | 34.54 | 1.17 | 112.89 | 4.60 | 1.31 | 1.31 | 11.40 | 38.64 | -- | -- | -- | -- | 0.3883 | 0.7918 | -- | -- | -- | -- | 10.82 | 21.42 | -- | -- | -- | -- | 11.45 | 16.29 | -63.71 | -- | -- | -- |
| First National Bank Alaska | 236.74m | 77.54m | 988.07m | 662.00 | 12.75 | -- | -- | 4.54 | 24.48 | 24.48 | 68.78 | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 35.59 | 34.34 | -- | -- | -- | -- | -3.16 | 9.74 | 15.65 | 6.15 | -- | 4.56 |
| Burke & Herbert Financial Services Corp | 446.65m | 105.96m | 989.11m | 829.00 | 9.34 | 1.22 | 7.66 | 2.93 | 7.04 | 7.04 | 22.47 | 54.71 | -- | -- | -- | -- | 1.36 | 0.8437 | -- | -- | -- | -- | 31.62 | 23.02 | -- | -- | -- | 54.61 | 149.27 | 27.03 | 54.38 | 15.59 | 20.85 | -- |
| Farmers & Merchants Bank of Long Beach | 431.74m | 68.35m | 1.03bn | 822.00 | 15.23 | 0.7272 | -- | 3.52 | 554.80 | 554.80 | 2,370.87 | 13,187.91 | -- | -- | -- | -- | 0.582 | 0.7018 | -- | -- | -- | -- | 23.40 | 27.66 | -- | -- | -- | 16.82 | -1.82 | 8.57 | 52.30 | -3.05 | -- | 0.73 |
| OceanFirst Financial Corp | 642.45m | 67.13m | 1.06bn | 898.00 | 15.87 | 0.6397 | 12.75 | 2.63 | 1.17 | 1.17 | 7.05 | 28.97 | -- | -- | -- | -- | 0.5076 | 0.8223 | -- | -- | -- | -- | 17.54 | 26.83 | -- | -- | -- | 43.83 | 0.0438 | 11.10 | -30.11 | 1.86 | -12.16 | 3.30 |
| Heritage Financial Corp | 314.24m | 67.53m | 1.08bn | 723.00 | 13.36 | 0.966 | -- | 4.38 | 1.96 | 1.96 | 7.15 | 27.13 | -- | -- | -- | -- | 0.9597 | 0.9933 | -- | -- | -- | -- | 27.44 | 29.47 | -- | -- | -- | 43.83 | 1.46 | 7.95 | 56.11 | 7.72 | 5.53 | 3.71 |
| Preferred Bank | 486.46m | 133.63m | 1.09bn | 323.00 | 8.59 | 1.38 | 10.90 | 3.76 | 10.44 | 10.44 | 22.62 | 64.83 | -- | -- | -- | -- | 1.84 | 1.97 | -- | -- | -- | -- | 46.03 | 48.22 | -- | -- | -- | 24.45 | -4.45 | 17.82 | 2.27 | 14.04 | -- | 20.51 |
| First Mid Bancshares Inc | 372.99m | 91.75m | 1.09bn | 1.17k | 10.75 | 1.03 | 9.82 | 3.14 | 3.82 | 3.82 | 14.56 | 39.97 | -- | -- | -- | -- | 1.18 | 1.06 | -- | -- | -- | -- | 26.27 | 25.09 | -- | -- | -- | 25.73 | 4.37 | 20.94 | 16.29 | 15.17 | 22.69 | -4.13 |
| Community Trust Bancorp Inc | 345.72m | 98.06m | 1.11bn | 930.00 | 11.30 | 1.30 | 10.90 | 3.94 | 5.43 | 5.43 | 15.66 | 47.26 | -- | -- | -- | -- | 1.52 | 1.49 | -- | -- | -- | -- | 34.70 | 35.35 | -- | -- | -- | 37.22 | 10.30 | 14.40 | 18.41 | 10.51 | 38.68 | 5.50 |
| Tompkins Financial Corp | 382.07m | 161.07m | 1.12bn | 813.00 | 6.93 | 1.19 | 6.61 | 2.51 | 11.23 | 11.23 | 31.15 | 65.41 | -- | -- | -- | -- | 1.92 | 1.05 | -- | -- | -- | -- | 36.07 | 26.40 | -- | -- | -- | 41.42 | 9.93 | 8.48 | 127.34 | 15.99 | 8.75 | 3.63 |
| Coastal Financial Corp (EVERETT) | 429.62m | 46.99m | 1.17bn | 483.00 | 25.35 | 2.38 | 21.91 | 2.16 | 3.04 | 3.04 | 35.05 | 32.43 | -- | -- | -- | -- | 1.06 | 1.21 | -- | -- | -- | -- | 8.68 | 10.42 | -- | -- | -- | -- | 8.28 | 46.79 | 3.92 | 25.41 | 9.46 | -- |
| Peoples Bancorp Inc | 514.31m | 105.80m | 1.18bn | 1.45k | 11.00 | 0.9713 | 9.51 | 2.57 | 2.99 | 2.99 | 12.99 | 33.87 | -- | -- | -- | -- | 1.13 | 1.22 | -- | -- | -- | -- | 23.25 | 25.48 | -- | -- | -- | 49.75 | -1.24 | 26.77 | -8.95 | 25.20 | 6.99 | 3.54 |
| Westamerica Bancorp | 230.98m | 116.17m | 1.25bn | 627.00 | 11.33 | 1.35 | 10.11 | 4.83 | 4.52 | 4.52 | 10.05 | 37.91 | -- | -- | -- | -- | 1.93 | 1.88 | -- | -- | -- | -- | 45.02 | 46.13 | -- | -- | -- | 36.69 | -13.82 | 6.85 | -16.20 | 7.64 | 0.4147 | 2.10 |
Data as of Mar 03 2026. Currency figures normalised to Heritage Financial Corp's reporting currency: US Dollar USD
55.95%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Dec 2025 | 4.52m | 13.33% |
| Jennison Associates LLCas of 31 Dec 2025 | 3.11m | 9.15% |
| Victory Capital Management, Inc. (Investment Management)as of 31 Dec 2025 | 2.44m | 7.17% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 2.15m | 6.33% |
| Dimensional Fund Advisors LPas of 31 Dec 2025 | 1.93m | 5.69% |
| SSgA Funds Management, Inc.as of 31 Dec 2025 | 1.57m | 4.63% |
| AllianceBernstein LPas of 31 Dec 2025 | 1.31m | 3.85% |
| Geode Capital Management LLCas of 31 Dec 2025 | 842.60k | 2.48% |
| Basswood Capital Management LLCas of 31 Dec 2025 | 607.11k | 1.79% |
| Algebris (UK) Ltd.as of 31 Dec 2025 | 520.69k | 1.53% |
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Data from 31 Dec 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
