Heritage Financial Corp.

Heritage Financial Corp.

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Market Cap$1.15B
Close$

Compare to Similar Companies

P/E RatioDividendsReturn on EquityPrice-to-SalesDebt-to-Equity
Heritage Financial Corp.Heritage Financial Corp.14.13.45%7%3.50.1
$32.50

Target Price by Analysts

14.5% upsideHeritage Financial Target Price DetailsTarget Price
$26.96

Current Fair Value

5% downside

Overvalued by 5% based on the discounted cash flow analysis.

Insider Trades

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Congress Trades

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Share Statistics

Market cap$1.15 Billion
Enterprise Value$1.11 Billion
Annual dividend$0.98
Dividend yield3.45%
Earnings per Share$1.99
Beta0.51
Outstanding Shares40,740,742

Return

Return on Equity7.15%ROE
Return on Assets0.91%
Return on Invested Capital3.94%

Valuation & Multiples

P/E Ratio14.05P/E Ratio
PEG-600.02PEG
Price to Sales3.55Price to Sales
Price to Book Ratio1.09Price to Book Ratio
Enterprise Value to Revenue3.18
Enterprise Value to EBIT23.27
Enterprise Value to Net Income14
Total Debt to Enterprise0.13
Debt to Equity0.13Debt to Equity

Revenue Sources

No data

Last Earnings Call

Report Date
October 22, 2026
EPS Estimate
$0.51
Consensus analyst estimate
Revenue Estimate
$86.11 M
Consensus analyst estimate

Next Earnings Call

Expected Date
January 28, 2027
EPS Estimate
$0.62
Consensus analyst estimate
Revenue Estimate
$87.82 M
Consensus analyst estimate

Institutional Put/Call Ratio

Compares institutional put options with call options. At 0.00, the ratio is below 1, so institutions hold more calls than puts.

Put/Call Ratio0.00000%
Total Calls-▼ 100.00%
Total Puts-

Institutional Ownership

Holdings and activity of institutional investors.

Ownership %1.51%▼ 82.60%
Total Invested$16.66M▼ 98.32%
Investors Holding43▼ 151.00%

About Heritage Financial Corp.

Heritage Financial Corporation is an Olympia-based bank holding company with Heritage Bank, a full-service commercial bank, as its sole wholly-owned banking subsidiary. Heritage Bank has a branching network of 61 banking offices in Washi...

Heritage Financial Insider Information FAQ

Stockcircle tracks 3 top investors with a current 13F position in Heritage Financial. Holdings come from the latest quarterly 13F filings filed with the SEC.

In the latest 13F quarter on Stockcircle, 1 top investor increased or opened positions and 2 top investors reduced or sold among tracked top investors. Changes are based on reported share counts in their quarterly filings, not day-to-day trading.

Stockcircle shows 7 open-market insider sales for Heritage Financial in the last six months from SEC Form 4 reports by executives, directors, and other insiders.

Form 4 insider trades are added as new filings are imported. Top investor 13F holdings refresh after each quarterly filing cycle. Politician trade disclosures are added when new reports are published on Stockcircle.