HFWA

HERITAGE FINANCIAL CORP /WA/

Nasdaq · Savings Institutions, Not Federally Chartered · Inc. WA · CIK 0001046025
$29.04 +0.76% $1.2B
Insider Selling Cluster (2 insiders)7 New Institutional Positions3 Institutional Exits
Vol
Market Cap$1.2B
Cap SizeSmall Cap
Analyst ConsensusBuy (58%)
Inst. Holders50 funds
Inst. Value$643.8M
Inst. Activity7 buys / 3 sells
Insider Activity0B / 4S
Insider Net $-$305.1K
SEC Reports2
Exchange Nasdaq·Sector Savings Institutions, Not Federally Chartered·Inc. WA·CIK 0001046025·Prev Close $28.82

Recent Activity

Jun 9, 2026 Insider
Hinson Donald sold 3,842 shares
EVPand Chief Financial Officer @ $28.37 ($109.0K)
May 1, 2026 Insider
Giacobbe Gail B. acquired via exercise 2,218 shares
Director @ $27.61 ($61.2K)
May 1, 2026 Insider
VANCE BRIAN L acquired via exercise 2,218 shares
Director @ $27.61 ($61.2K)
Apr 23, 2026 earnings_calendar
HFWA Q1 2026 Earnings Scheduled — 2026-04-23
Mar 23, 2026 SEC
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauthorized access and ex
8-K — Impact 6/10
Mar 20, 2026 SEC
Analysis based on filing metadata only — document content was unavailable
DEFA14A — Impact 2/10
Inst.
WELLINGTON MANAGEMENT GROUP LLP — DOUBLED
628,320 shares ($16.3M)
Inst.
RENAISSANCE TECHNOLOGIES LLC — TRIM
188,341 shares ($4.9M)

Price Targets

$30.60 +5.4% upside Buy
Current $29.04 Low $30.00 Median $30.00 High $32.00 5 analysts
$30.00 $32.00

Analyst Ratings

Hold58% buy · 12 analysts
2Strong Buy
5Buy
5Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 27, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Apr 2, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Feb 5, 2026 Piper Sandler MAINTAIN Overweight → Overweight
Jan 26, 2026 Stephens & Co. MAINTAIN Equal-Weight → Equal-Weight
Jan 23, 2026 DA Davidson MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.54 ▼ -8.7% $0.50 — $0.60 2% YoY 6
Next Q $0.59 ▼ -7.3% $0.57 — $0.62 6% YoY 6
Current FY $2.39 ▼ -4.7% $2.30 — $2.50 7% YoY 6
Next FY $2.79 ▼ -4.1% $2.70 — $2.95 17% YoY 6

Latest Reports

BEARISH 8-K 6/10
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauthorized access and ex
Mar 23, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 20, 2026

Top Institutional Holders

FundValueMove
BlackRock, Inc.$144.6M—
JENNISON ASSOCIATES LLC$83.6M—
VICTORY CAPITAL MANAGEMENT INC$64.2MADD
DIMENSIONAL FUND ADVISORS LP$50.9M—
VANGUARD CAPITAL MANAGEMENT LLC$48.0M—

Recent Insider Trades

DateInsiderTypeValue
Jun 9, 2026Hinson DonaldSELL$109.0K
May 1, 2026Giacobbe GailM$61.2K
May 1, 2026VANCE BRIANM$61.2K
May 1, 2026Saunders KarenM$61.2K
May 1, 2026CHARNESKI BRIANM$61.2K
50 institutional holders with $643.8M total value (24,864,731 shares) as of 2026-Q1. Top holders: BlackRock,, JENNISON, VICTORY. Net buying activity: 7 institutions added/increased vs 3 reduced.

Top Institutional Holders — 2026-Q1

#FundSharesValue% of TrackedLast Move
1BlackRock, Inc.5,561,782$144.6M22.5%—
2JENNISON ASSOCIATES LLC3,213,473$83.6M13.0%—
3VICTORY CAPITAL MANAGEMENT INC2,469,315$64.2M10.0%ADD +62.5%
4DIMENSIONAL FUND ADVISORS LP1,956,477$50.9M7.9%—
5VANGUARD CAPITAL MANAGEMENT LLC1,847,906$48.0M7.5%—
6STATE STREET CORP1,796,525$46.7M7.3%—
7ALLIANCEBERNSTEIN L.P.1,144,920$27.1M4.2%—
8VANGUARD PORTFOLIO MANAGEMENT LLC653,691$17.0M2.6%—
9WELLINGTON MANAGEMENT GROUP LLP628,320$16.3M2.5%DOUBLED +547.5%
10TWO SIGMA INVESTMENTS, LP490,410$12.8M2.0%ADD +40.2%
11MORGAN STANLEY479,833$12.5M1.9%—
12ARROWSTREET CAPITAL, LIMITED PARTNERSHIP433,512$11.3M1.8%—
13CHARLES SCHWAB INVESTMENT MANAGEMENT INC377,043$9.8M1.5%TRIM -74.1%
14GOLDMAN SACHS GROUP INC312,057$8.1M1.3%—
15MANUFACTURERS LIFE INSURANCE COMPANY, THE309,353$8.0M1.2%—
16HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC270,039$7.0M1.1%—
17VANGUARD FIDUCIARY TRUST CO266,902$6.9M1.1%—
18Invesco Ltd.255,265$6.6M1.0%—
19Nuveen, LLC234,974$6.1M0.9%DOUBLED +150.9%
20BANK OF AMERICA CORP /DE/210,438$5.5M0.8%—

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
WELLINGTON MANAGEMENT GROUP LLPDOUBLED97,035628,320+547.5%$16.3M2026-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM277,953188,341-32.2%$4.9M2026-Q1
ROYCE & ASSOCIATES LPTRIM126,63982,196-35.1%$2.1M2026-Q1
SEI INVESTMENTS COADD45,50079,334+74.4%$2.1M2026-Q1
Connor, Clark & Lunn Investment Management Ltd.DOUBLED22,24864,833+191.4%$1.7M2026-Q1
PRUDENTIAL FINANCIAL INCADD31,86240,422+26.9%$1.1M2026-Q1
FMR LLCDOUBLED5,98430,246+405.4%$786.4K2026-Q1
FIFTH THIRD BANCORPDOUBLED39213,475+3337.5%$350.4K2026-Q1
BNP Paribas Asset Management Holding S.A.ADD427611+43.1%$15.9K2026-Q1
LOS ANGELES CAPITAL MANAGEMENT LLCNEAR_EXIT813184-77.4%$4.8K2026-Q1
Russell Investments Group, Ltd.ADD140,825184,108+30.7%$4.4M2025-Q4
ROYCE & ASSOCIATES LPTRIM169,014126,639-25.1%$3.0M2025-Q4
AMERIPRISE FINANCIAL INCTRIM348,968111,479-68.1%$2.6M2025-Q4
WELLINGTON MANAGEMENT GROUP LLPNEAR_EXIT463,40197,035-79.1%$2.3M2025-Q4
SEI INVESTMENTS CODOUBLED16,44745,500+176.6%$1.1M2025-Q4
WELLS FARGO & COMPANY/MNADD28,61243,106+50.7%$1.0M2025-Q4
NISA INVESTMENT ADVISORS, LLCDOUBLED203899+342.9%$21.3K2025-Q4
BNP Paribas Asset Management Holding S.A.ADD282427+51.4%$10.002025-Q4
WELLINGTON MANAGEMENT GROUP LLPNEW—463,401—$11.2M2025-Q3
TWO SIGMA INVESTMENTS, LPADD182,981256,567+40.2%$6.2M2025-Q3
Russell Investments Group, Ltd.ADD97,861140,825+43.9%$3.4M2025-Q3
Universal- Beteiligungs- und Servicegesellschaft mbHDOUBLED27,31858,043+112.5%$1.4M2025-Q3
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLCTRIM98,73451,365-48.0%$1.2M2025-Q3
BARCLAYS PLCTRIM78,04250,125-35.8%$1.2M2025-Q3
FEDERATED HERMES, INC.TRIM57,44232,858-42.8%$794.8K2025-Q3
19 unique insiders with 49 transactions. Net insider value: -$305.1K ($0.00 bought, $305.1K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
Jun 9, 2026Hinson DonaldEVPand Chief Financial OfficerSELL3,842$28.37$109.0K
May 1, 2026Giacobbe Gail B.DirectorEXERCISE2,218$27.61$61.2K
May 1, 2026VANCE BRIAN LDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Saunders Karen RDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026CHARNESKI BRIANDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026LYON JEFFREY SDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Dryer Trevor D.DirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Watson AnnDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Rivera Frederick BDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Ellwanger Kimberly TDirectorEXERCISE2,218$27.61$61.2K
May 1, 2026Robison Sabrina CEVP Chief HR OfficerSELL716$27.51$19.7K
Mar 16, 2026Wilson Kelli AnnEVP Chief Banking OfficerEXERCISE490$24.89$12.2K
Mar 16, 2026Wilson Kelli AnnEVP Chief Banking OfficerTAX W/H719$24.89$17.9K
Mar 16, 2026McDonald BryanPresidentTAX W/H939$24.89$23.4K
Mar 16, 2026McDonald BryanPresidentEXERCISE267$24.89$6.6K
Mar 16, 2026McDonald BryanPresidentEXERCISE1,115$24.89$27.8K
Mar 16, 2026Ray Matthew T.EVP Chief Lending OfficerEXERCISE504$24.89$12.5K
Mar 16, 2026Ray Matthew T.EVP Chief Lending OfficerTAX W/H749$24.89$18.6K
Mar 16, 2026Robison Sabrina CEVP Chief HR OfficerEXERCISE1,147$24.89$28.5K
Mar 16, 2026Robison Sabrina CEVP Chief HR OfficerTAX W/H744$24.89$18.5K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerEXERCISE850$24.89$21.2K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerTAX W/H689$24.89$17.1K
Mar 16, 2026Hinson DonaldEVPand Chief Financial OfficerEXERCISE203$24.89$5.1K
Mar 16, 2026Henning Thomas JEVP Chief Risk OfficerEXERCISE1,440$24.89$35.8K
Mar 16, 2026Henning Thomas JEVP Chief Risk OfficerTAX W/H938$24.89$23.3K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerEXERCISE1,227$24.89$30.5K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerTAX W/H583$24.89$14.5K
Mar 16, 2026Chalfant TonyEVP Chief Credit OfficerEXERCISE176$24.89$4.4K
Mar 16, 2026Curran Amy E.EVP Director Commercial LendEXERCISE155$24.89$3.9K
Mar 16, 2026Curran Amy E.EVP Director Commercial LendTAX W/H918$24.89$22.8K
Mar 16, 2026Glasby WilliamEVP Chief Information OfficerEXERCISE302$24.89$7.5K
Mar 16, 2026Glasby WilliamEVP Chief Information OfficerTAX W/H1,338$24.89$33.3K
Feb 25, 2026Glasby WilliamEVP Chief Information OfficerAWARD5,538$27.54$152.5K
Feb 25, 2026Chalfant TonyEVP Chief Credit OfficerAWARD2,757$27.54$75.9K
Feb 25, 2026Chalfant TonyEVP Chief Credit OfficerAWARD2,757$27.54$75.9K
Feb 25, 2026Ray Matthew T.EVP Chief Lending OfficerAWARD2,755$27.54$75.9K
Feb 25, 2026Ray Matthew T.EVP Chief Lending OfficerAWARD2,755$27.54$75.9K
Feb 25, 2026Curran Amy E.EVP Director Commercial LendAWARD5,355$27.54$147.5K
Feb 25, 2026Bley Nicholas MEVP Chief Operating OfficerAWARD3,021$27.54$83.2K
Feb 25, 2026Bley Nicholas MEVP Chief Operating OfficerAWARD3,021$27.54$83.2K
Feb 25, 2026Henning Thomas JEVP Chief Risk OfficerAWARD5,225$27.54$143.9K
Feb 25, 2026Wilson Kelli AnnEVP Chief Banking OfficerAWARD5,037$27.54$138.7K
Feb 25, 2026Robison Sabrina CEVP Chief HR OfficerAWARD4,860$27.54$133.8K
Feb 25, 2026McDonald BryanPresidentAWARD7,081$27.54$195.0K
Feb 25, 2026McDonald BryanPresidentAWARD7,081$27.54$195.0K
Feb 25, 2026Hinson DonaldEVPand Chief Financial OfficerAWARD3,269$27.54$90.0K
Feb 25, 2026Hinson DonaldEVPand Chief Financial OfficerAWARD3,269$27.54$90.0K
Feb 11, 2026Chalfant TonyEVP Chief Credit OfficerSELL4,668$27.65$129.1K
Feb 3, 2026Rivera Frederick BDirectorSELL1,800$26.31$47.3K
2 SEC filing reports analyzed. Sentiment: 0 bullish, 1 bearish, 0 mixed, 1 neutral. Avg impact: 4.0/10.
BEARISH 8-K 6/10
Heritage Financial Corporation disclosed a cybersecurity incident on March 2, 2026, involving unauth
Mar 23, 2026
NEUTRAL DEFA14A 2/10
Analysis based on filing metadata only — document content was unavailable
Mar 20, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (58% buy). Based on 12 analysts: 2 strong buy, 5 buy, 5 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$30.60 mean target +5.4% upside Buy (3.00)
$30.00 Low $32.00 High
MetricValue
Current Price$29.04
Target Low$30.00
Target Mean$30.60
Target Median$30.00
Target High$32.00
# Analysts5
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.54 $0.50 $0.60 2.2% -8.7% 0↑ 5↓ $0.1B 36.2% 6
Next Q
2026-09-30
 $0.59 $0.57 $0.62 5.9% -7.3% 0↑ 6↓ $0.1B 34.3% 6
Current FY
2026-12-31
 $2.39 $2.30 $2.50 6.6% -4.7% 0↑ 6↓ $0.3B 39.0% 6
Next FY
2027-12-31
 $2.79 $2.70 $2.95 17.0% -4.1% 0↑ 6↓ $0.4B 8.4% 6

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.542
7d ago$0.542
30d ago$0.593-0.052
60d ago$0.588-0.047
90d ago$0.573-0.031
3 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 27, 2026 Piper Sandler MAINTAIN Overweight Overweight
Apr 2, 2026 Piper Sandler MAINTAIN Overweight Overweight
Feb 5, 2026 Piper Sandler MAINTAIN Overweight Overweight
Jan 26, 2026 Stephens & Co. MAINTAIN Equal-Weight Equal-Weight
Jan 23, 2026 DA Davidson MAINTAIN Buy Buy

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
Jun 1, 20262550058%
May 1, 20262550058%
Apr 1, 20262550058%
Mar 1, 20262550058%
Feb 1, 20262540064%
Jan 1, 20262550058%
Strong BuyBuyHoldSellStrong Sell
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No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 23, 2026
earnings_calendar
HFWA Q1 2026 Earnings Scheduled — 2026-04-23