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Heritage Financial Corporation (HFWA)

Financial Services · Banks - Regional · Small-cap · updated October 16, 2026

NOT A BUY TODAY
What this means. Heritage Financial Corporation is an average business by our measures, its shares look fairly priced, and its share price trend is middling.
Value49
Quality43
Price trend56
Overall49
1556 of 2764rank among the US stocks we score (our core model buys the top 15)
44%of US stocks we score rank below it

Scores are 0 to 100 against every US stock we track; 50 is average. Recomputed after every US market close.

The business in numbers

Fiscal year to December 2025, from the company's annual filing with the SEC.

Return on equityprofit vs. shareholders' accounting value7.3%
Change in share countnegative = the company is buying back its shares-1.3%

Insider trades, last 90 days

3 insiders sold $509K on the open market.

Chalfant TonyEVP Chief Credit OfficerSoldAug 53,234 shat $29.92 · $97K
Lyon Jeffrey SDirectorSoldAug 510,000 shat $30.00 · $300K
Wilson Kelli AnnEVP Chief Banking OfficerSoldJul 303,778 shat $29.69 · $112K

From Form 4 filings with the SEC. Open-market trades only. "Plan" = a sale set up in advance under a 10b5-1 plan, usually routine.

Higher-scoring in the same industry

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