Is Heritage Financial Corporation (HFWA) a Buy, Sell, or Hold?
NASDAQ : HFWA
Heritage Financial Corporation — Institutional Ownership
$30.16 USD
-$0.13 (-0.43%)
- Volume
- 733.08K
- Average Volume
- 324.36K
- Market Capitalization
- $1.03B
- P/E Ratio
- 14.23
- Dividend Yield
- 3.18%
- Price Target
- $31.00
- Year High
- $31.25
- Year Low
- $21.32
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.42
- Current Ratio
- $0.76
Institutional Ownership Summary
Institutional Ownership %
0.45%
Investors Holding
27
change: -156 | last: 183
Increased Positions
11
change: -96 | last: 107
Reduced Positions
7
change: -38 | last: 45
New Positions
4
change: -21 | last: 25
Sold Positions
160
change: 145 | last: 15
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: 0 | last: 0
Total Invested
5.16M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-11 | Victory Capital Management, Inc. | 2.48M | 6.02% |
| 2026-05-06 | Jennison Associates LLC | 3.21M | 7.80% |
| 2026-04-30 | Vanguard Capital Management | 2.16M | 5.24% |
| 2026-04-24 | BlackRock, Inc. | 5.46M | 13.30% |
| 2026-04-09 | Dimensional Fund Advisors LP | 1.96M | 4.80% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2026-01-30 | Jennison Associates LLC | 3.11M | 9.20% |
| 2025-08-08 | Victory Capital Management, Inc. | 2.41M | 7.05% |
| 2025-05-15 | PRUDENTIAL FINANCIAL INC | 2.82M | 8.30% |
| 2025-05-09 | Jennison Associates LLC | 2.75M | 8.10% |
| 2025-02-13 | PRUDENTIAL FINANCIAL INC | 2.28M | 6.70% |
| 2025-02-11 | Jennison Associates LLC | 2.21M | 6.50% |
| 2025-02-05 | AllianceBernstein L.P. | 1.5M | 4.40% |
| 2024-10-31 | 30-0447847 | 2.03M | 5.90% |
| 2024-02-14 | 13-4064930 | 1.99M | 5.70% |
| 2022-02-14 | 52-0556948 | 1.43M | 4.00% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 2.12M | 6.04% |
| 2022-01-27 | (1) BlackRock, Inc. | 5.16M | 14.70% |
| 2022-01-26 | (1) BlackRock, Inc. | 5.16M | 14.70% |
| 2021-02-16 | 52-0556948 | 3.58M | 9.90% |
| 2021-02-10 | The Vanguard Group - 23-1945930 | 2.35M | 6.55% |
| 2021-01-26 | (1) BlackRock, Inc. | 5.27M | 14.70% |
| 2020-04-13 | 52-0556948 | 3.64M | 10.00% |
| 2020-02-12 | The Vanguard Group - 23-1945930 | 2.3M | 6.29% |
| 2020-02-04 | (1) BlackRock, Inc. | 5.38M | 14.70% |
| 2019-02-14 | 52-0556948 | 3.6M | 9.70% |
| 2019-01-28 | (1) BlackRock, Inc. | 5.23M | 14.20% |
| 2018-07-10 | (1) BlackRock, Inc. | 4.42M | 13.00% |
| 2018-02-14 | 52-0556948 | 2.71M | 9.00% |
| 2018-02-09 | (. | 1.84M | 6.15% |
| 2018-01-25 | (1) BlackRock, Inc. | 2.13M | 7.10% |
| 2017-02-10 | 47-0875103 | 1.91M | 6.39% |
| 2017-02-10 | 2 | 1.42M | 4.73% |
| 2017-02-10 | 73-1597141 | 462K | 1.50% |
| 2017-02-10 | 13G/A | 462K | 1.50% |
| 2017-01-24 | (1) BlackRock, Inc. | 2.1M | 7.00% |
| 2016-02-12 | 47-0875103 | 1.78M | 5.92% |
| 2016-02-10 | 13G/A | 1.9M | 6.30% |
| 2016-02-10 | 73-1597141 | 1.9M | 6.30% |
| 2016-01-26 | (1) BlackRock, Inc. | 1.85M | 6.20% |
| 2015-02-13 | 13G/A | 2.17M | 7.20% |
| 2015-02-13 | 73-1597141 | 2.17M | 7.20% |
| 2015-02-11 | 2. | 956.84K | 3.16% |
| 2015-02-10 | Investment Counselors of Maryland, LLC | 1.17M | 3.85% |
| 2015-02-02 | (1) BlackRock, Inc. | 1.69M | 5.60% |
| 2015-01-30 | APG Group | 1.69M | 5.60% |
| 2015-01-30 | APG Asset Management US Inc. | 1.69M | 5.60% |
| 2015-01-30 | APG Asset Management N.V. | 1.69M | 5.60% |
| 2015-01-30 | STICHTING PENSIOENSFONDS ABP | 1.69M | 5.60% |
| 2014-12-01 | APG Asset Management US Inc. | 1.65M | 5.40% |
| 2014-12-01 | APG Asset Management N.V. | 1.65M | 5.40% |
| 2014-12-01 | Stichting Pensioenfonds ABP | 1.65M | 5.40% |
| 2014-12-01 | APG Group | 1.65M | 5.40% |
| 2014-02-14 | 04-2683227 | - | 0.00% |
| 2014-02-14 | 2 | 1.12M | 6.90% |
| 2014-02-14 | 2 | 1.12M | 6.90% |
| 2014-02-12 | Investment Counselors of Maryland, LLC | 1.07M | 6.62% |
| 2014-02-11 | 2. | 926.84K | 5.72% |
| 2014-01-29 | (1) BlackRock, Inc. | 979.32K | 6.00% |
| 2013-02-14 | 73-1597141 | 806.35K | 5.30% |
| 2013-02-14 | Mark Lee | 806.35K | 5.30% |
| 2013-02-14 | 04-2683227 | 972.86K | 6.42% |
| 2013-02-12 | APG Group | 698.25K | 4.60% |
| 2013-02-12 | APG Asset Management US Inc. | 698.25K | 4.60% |
| 2013-02-12 | STITCHING PENSIOENFONDS ABP | 698.25K | 4.60% |
| 2013-02-11 | Banc Fund VI L.P. | 203K | 1.30% |
| 2013-02-11 | Banc Fund VII L.P. | 149.35K | 1.00% |
| 2013-02-11 | Banc Fund VIII L.P. | 368.6K | 2.40% |
| 2013-02-08 | (1) BlackRock, Inc. | 873.32K | 5.76% |
| 2013-02-04 | ( | 828.08K | 5.48% |
| 2012-08-03 | APG All Pensions Group NV | 762.25K | 5.03% |
| 2012-08-03 | APG Group | 762.25K | 5.03% |
| 2012-08-03 | APG Asset Management US Inc. | 762.25K | 5.03% |
| 2012-08-03 | Stichting Pensioenfonds ABP | 762.25K | 5.03% |
| 2012-02-14 | Woodmen of the World Life Insurance Society and/or Omaha Woodmen Life Insurance Society | 774.58K | 5.01% |
| 2012-02-14 | 04-2683227 | 1.14M | 7.30% |
| 2012-02-09 | (1) BlackRock, Inc. | 874.34K | 5.61% |
| 2012-02-08 | Banc Fund VIII L.P. | 368.6K | 2.40% |
| 2012-02-08 | Banc Fund VI L.P. | 231.5K | 1.50% |
| 2012-02-08 | Banc Fund VII L.P. | 307.7K | 2.00% |
| 2011-02-14 | 04-2683227 | 1.23M | 7.91% |
| 2011-02-14 | Banc Fund VI L.P. | 231.5K | 1.50% |
| 2011-02-14 | Banc Fund VII L.P. | 295.7K | 1.90% |
| 2011-02-14 | Banc Fund VIII L.P. | 295.08K | 1.90% |
| 2010-02-12 | 04-2683227 | 726.6K | 6.57% |
| 2009-02-17 | Donald V. Rhodes | 411.94K | 6.11% |
| 2008-03-11 | Donald V. Rhodes | 413.14K | 6.17% |
| 2007-02-08 | Donald V. Rhodes | 411.45K | 6.27% |
| 2006-02-09 | Donald V. Rhodes | 438.16K | 7.00% |
| 2005-02-09 | Donald V. Rhodes | 434.68K | 7.31% |
| 2005-01-31 | National Association | - | 0.00% |
| 2005-01-31 | 55402-7020 | - | 0.00% |
| 2004-02-12 | Donald V. Rhodes | 422.88K | 6.83% |
| 2004-01-30 | National Association | 374.58K | 5.85% |
| 2004-01-30 | 55402-7020 | 375.51K | 5.85% |
| 2003-02-13 | Donald V. Rhodes | 412.49K | 6.10% |
HFWA Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $23.65 | 33.96M | $803.11M | $52.59M | $42.35M | $792.87M |
| 2024-12-31 | $24.50 | 34.46M | $844.39M | $117.1M | $405.06M | $1.13B |
| 2023-12-31 | $21.39 | 35.48M | $758.94M | $224.97M | $521.76M | $1.06B |
| 2022-12-31 | $30.64 | 35.1M | $1.08B | $103.59M | $68.07M | $1.04B |
| 2021-12-31 | $24.44 | 35.68M | $871.97M | $1.72B | $72.02M | -$779.3M |
| 2020-12-31 | $23.39 | 36.01M | $842.37M | $743.32M | $56.57M | $155.62M |
| 2019-12-31 | $28.30 | 36.76M | $1.04B | $228.57M | $40.76M | $852.45M |
| 2018-12-31 | $29.72 | 35.19M | $1.05B | $161.91M | $51.79M | $935.84M |
| 2017-12-31 | $30.80 | 29.76M | $916.55M | $103.02M | $144.33M | $957.86M |
| 2016-12-31 | $25.75 | 29.68M | $764.21M | $103.74M | $121.42M | $781.88M |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $29.62 | 39.89M | $1.18B | $102.56M | $188.75M | $1.27B |
| 2026-03-31 | $26.00 | 38.68M | $1.01B | $98.26M | $42.42M | $949.93M |
| 2025-12-31 | $23.65 | 33.96M | $803.11M | $52.59M | $42.35M | $792.87M |
| 2025-09-30 | $24.19 | 33.95M | $821.34M | $245.49M | $160.28M | $736.13M |
| 2025-06-30 | $23.84 | 34.04M | $811.44M | $254.1M | $285.4M | $842.75M |
| 2025-03-31 | $24.33 | 34.01M | $827.51M | $248.66M | $286.53M | $865.38M |
| 2024-12-31 | $24.50 | 34.11M | $835.67M | $117.1M | $405.06M | $1.12B |
| 2024-09-30 | $21.77 | 34.32M | $747.19M | $175.57M | $403.98M | $975.6M |
| 2024-06-30 | $17.90 | 34.61M | $619.52M | $113.76M | $521.91M | $1.03B |
| 2024-03-31 | $18.98 | 34.82M | $660.98M | $189.65M | $521.84M | $993.17M |
| 2023-12-31 | $21.39 | 34.9M | $746.55M | $224.97M | $521.76M | $1.04B |
| 2023-09-30 | $16.31 | 35.02M | $571.23M | $220.5M | $494.85M | $845.57M |