Heritage Financial Corporation

Report azionario NasdaqGS:HFWA

Capitalizzazione di mercato: US$1.2b

Heritage Financial Gestione

Criteri Gestione verificati 3/4

Heritage Financial Il CEO è Bryan McDonald, nominato in May2025, e ha un mandato di 1.17 anni. la retribuzione annua totale è $ 1.35M, composta da 45.4% di stipendio e 54.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.085% delle azioni della società, per un valore di $ 1.04M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 6 anni e 5.6 anni.

Informazioni chiave

Bryan McDonald

Amministratore delegato

US$1.3m

Compenso totale

Percentuale dello stipendio del CEO45.38%
Mandato del CEO1.2yrs
Proprietà del CEO0.09%
Durata media del management6yrs
Durata media del Consiglio di amministrazione5.6yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento narrativa Jun 23

HFWA: Future Returns Will Depend On Credit Costs And P/E Reassessment

The analyst price target for Heritage Financial has been reduced by $2, with analysts citing updated assumptions on valuation metrics such as the price-to-earnings (P/E) ratio and profitability to support the change. What's in the News Heritage Financial reported net charge offs of $552,000 for the quarter ended March 31, 2026, based on company disclosures.
Articolo di analisi Jun 17

Heritage Financial (HFWA) Stock Could Be 32% Below Fair Value Despite Richer P E

Heritage Financial (HFWA) has drawn investor attention recently, with the stock last closing at $28.25 and showing mixed short term returns that differ between the past week, month and past 3 months. See our latest analysis for Heritage Financial. While Heritage Financial's share price slipped 0.7% over the last trading day and eased 1.6% over the past week, the 30 day and year to date share price returns of 6.1% and 19.2% point to momentum that aligns with its stronger 1 year total...
Aggiornamento narrativa Jun 05

HFWA: Future Returns Will Depend On Credit Costs And P/E Rerating

Heritage Financial's analyst price target has been reduced by $2, as analysts factor in updated views reflected in recent Street research while keeping key valuation assumptions broadly unchanged. What's in the News Heritage Financial Corporation reported net charge offs of $552,000 for the quarter ended March 31, 2026, compared with $299,000 for the same quarter a year earlier, according to a recent key developments filing.
Aggiornamento narrativa May 11

HFWA: Future Upside Will Rely On Executing Profitability And P/E ReRating

Analysts have reduced their price target on Heritage Financial by $0.40 to $30.60, citing updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E. Analyst Commentary Recent research has focused on how updated assumptions for fair value, discount rate, revenue, profit margin, and future P/E feed into the revised price target for Heritage Financial.
Aggiornamento narrativa Apr 26

HFWA: Future Returns Will Depend On Earnings Supporting A Higher P/E

Narrative update on Heritage Financial The analyst price target for Heritage Financial has moved slightly higher to $31.00, with analysts pointing to updated views on fair value, profit margins and forward P/E assumptions as they refine their models following recent Street research. Analyst Commentary Street research on Heritage Financial has featured several recent price target changes, including both increases and a reduction, as analysts update their assumptions on fair value, profit margins and P/E multiples.
Aggiornamento narrativa Apr 09

HFWA: Future Upside Will Rely On Earnings Supporting A Higher P/E Multiple

Heritage Financial's analyst price target has been reduced by $0.60 as analysts adjust their outlook in light of recent research updates and modest changes to fair value and forward P/E assumptions. Analyst Commentary Recent Street research around Heritage Financial has centered on a series of price target revisions, with several bullish analysts lifting their targets by $2 to $3 and more cautious voices trimming theirs by about $1.
Aggiornamento narrativa Mar 26

HFWA: Future Upside Will Depend On Earnings Power Supporting Higher P/E

Analyst price targets on Heritage Financial have increased by $2 to $3, with firms citing updated views on valuation and earnings power as key reasons for the change. Analyst Commentary Recent research notes on Heritage Financial point to a cluster of higher price targets, with analysts updating their views on valuation and earnings power.
Aggiornamento narrativa Mar 11

HFWA: Future Upside Will Rely On Higher P/E Confidence Holding

Heritage Financial's consensus analyst price target has increased by a few dollars per share, as several firms raised their targets in recent research, with analysts attributing the change to updated P/E assumptions and revised views on the company’s earnings profile. Analyst Commentary Recent research updates cluster around modest price target increases, with several firms adjusting their models by US$2 to US$3 per share after revisiting P/E assumptions and earnings expectations for Heritage Financial.
Aggiornamento narrativa Feb 25

HFWA: Future Upside Will Hinge On Successful Olympic Bancorp Merger

The analyst price target for Heritage Financial has been adjusted slightly to $31.40. Analysts attribute the change to updated fair value estimates, a refined P/E assumption, and modest tweaks to margin expectations.
Aggiornamento narrativa Feb 10

HFWA: Higher Fair Value Will Depend On Successful Olympic Bancorp Merger

Analysts have raised their price target on Heritage Financial by about $1.55 to $31.75, reflecting updated assumptions related to fair value, discount rate, revenue growth, profit margin, and future P/E estimates. Analyst Commentary Recent Street research on Heritage Financial has centered on refreshed price targets and updated models, with analysts revisiting their views on fair value, earnings power, and risk.
Aggiornamento narrativa Jan 27

HFWA: Raised Fair Value Will Rely On Executing Planned Merger

Analysts have lifted their price target on Heritage Financial to US$30.20 from US$28.00, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E. Analyst Commentary Recent Street research has centered on how the new US$30.20 price target lines up with Heritage Financial’s earnings power, risk profile, and potential execution on its business plans.
Articolo di analisi Jul 28

Heritage Financial's (NASDAQ:HFWA) Dividend Will Be $0.24

The board of Heritage Financial Corporation ( NASDAQ:HFWA ) has announced that it will pay a dividend on the 20th of...
Seeking Alpha Apr 24

Heritage Financial Q1: Still Sitting On The Sidelines

Summary Despite a 39.8% stock increase, I maintain a "Hold" rating on Heritage Financial Corporation shares due to high uninsured deposit exposure and mediocre asset quality. Q1 2025 showed revenue and earnings growth, but fell short of analysts' expectations, causing a 1.5% drop in share price. Heritage Financial's balance sheet shows rising deposits and reduced debt, but office asset exposure and high vacancy rates are concerning. HFWA stock trades at a higher P/E multiple than preferred, and asset quality metrics fall below my thresholds, making it a mediocre investment. Read the full article on Seeking Alpha
Articolo di analisi Oct 27

Heritage Financial Corporation Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting Now

Heritage Financial Corporation ( NASDAQ:HFWA ) just released its latest quarterly report and things are not looking...
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Nuova narrativa Sep 24

Expanding Loan Operations And Strategic Balance Sheet Management Set To Boost Earnings Growth

Heritage Financial's strategic focus on expanding loans and deposits aims to boost its asset base and net interest income.
Articolo di analisi Jan 28

Heritage Financial's (NASDAQ:HFWA) Dividend Will Be Increased To $0.23

Heritage Financial Corporation ( NASDAQ:HFWA ) will increase its dividend from last year's comparable payment on the...

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Bryan McDonald rispetto agli utili di Heritage Financial?
DataCompenso totaleStipendioUtili della società
Mar 31 2026n/an/a

US$73m

Dec 31 2025US$1mUS$611k

US$68m

Sep 30 2025n/an/a

US$57m

Jun 30 2025n/an/a

US$49m

Mar 31 2025n/an/a

US$51m

Dec 31 2024US$1mUS$493k

US$43m

Sep 30 2024n/an/a

US$38m

Jun 30 2024n/an/a

US$44m

Mar 31 2024n/an/a

US$47m

Dec 31 2023US$949kUS$436k

US$62m

Sep 30 2023n/an/a

US$78m

Jun 30 2023n/an/a

US$81m

Mar 31 2023n/an/a

US$83m

Dec 31 2022US$936kUS$414k

US$82m

Sep 30 2022n/an/a

US$79m

Jun 30 2022n/an/a

US$78m

Mar 31 2022n/an/a

US$92m

Dec 31 2021US$826kUS$397k

US$98m

Sep 30 2021n/an/a

US$103m

Jun 30 2021n/an/a

US$99m

Mar 31 2021n/an/a

US$60m

Dec 31 2020US$728kUS$385k

US$47m

Sep 30 2020n/an/a

US$40m

Jun 30 2020n/an/a

US$41m

Mar 31 2020n/an/a

US$63m

Dec 31 2019US$745kUS$371k

US$68m

Compensazione vs Mercato: La retribuzione totale di Bryan ($USD 1.35M ) è inferiore alla media delle aziende di dimensioni simili nel mercato US ($USD 5.19M ).

Compensazione vs guadagni: La retribuzione di Bryan è aumentata di oltre il 20% nell'ultimo anno.


AMMINISTRATORE DELEGATO

Bryan McDonald (54 yo)

1.2yrs
Mandato
US$1,345,480
Compensazione

Mr. Bryan D. McDonald is Chief Executive Officer and President at Heritage Financial Corporation from May 6, 2025 and its Director since June 2024. He is Chief Executive Officer of Heritage Bank from July...


Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Brian Vance
Independent Chairman24.3yrsUS$172.52k0.31%
$ 3.8m
Bryan McDonald
CEO, President & Director1.2yrsUS$1.35m0.085%
$ 1.0m
Donald Hinson
Executive VP & CFO18.8yrsUS$922.33k0.10%
$ 1.2m
Jeffrey Deuel
Advisory to the CEO1.2yrsUS$1.01m0.18%
$ 2.2m
Anthony Chalfant
Executive VP & Chief Credit Officer6yrsUS$796.41k0.057%
$ 698.7k
Nicholas Bley
Executive Vice President1.8yrsUS$616.20k0.0092%
$ 112.9k
Kaylene Lahn
Senior VP17.8yrsNessun datoNessun dato
6.0yrs
Durata media
64yo
Età media

Gestione esperta: Il team dirigenziale di HFWA è esperto e expertise (durata media dell'incarico 6 anni).


Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Brian Vance
Independent Chairman24.3yrsUS$172.52k0.31%
$ 3.8m
Bryan McDonald
CEO, President & Director2.1yrsUS$1.35m0.085%
$ 1.0m
Brian Charneski
Lead Independent Director26.5yrsUS$135.02k0.14%
$ 1.7m
Jeffrey Lyon
Independent Director25.5yrsUS$110.02k0.12%
$ 1.5m
Kimberly Ellwanger
Independent Director20.5yrsUS$104.18k0.085%
$ 1.0m
Ann Watson
Independent Director13.8yrsUS$101.68k0.063%
$ 773.4k
Trevor Dryer
Independent Director4.5yrsUS$100.02k0.024%
$ 295.4k
Frederick Rivera
Independent Director5.6yrsUS$105.85k0.017%
$ 212.9k
Gail Giacobbe
Independent Director4.5yrsUS$100.02k0.024%
$ 295.4k
Karen Saunders
Independent Director1.5yrsUS$100.02k0.0054%
$ 65.7k
Scott Allan
Directorless than a yearNessun datoNessun dato
5.6yrs
Durata media
62.5yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di HFWA sono considerati esperti (durata media dell'incarico 5.6 anni).


Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/15 16:00
Prezzo dell'azione a fine giornata2026/07/15 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina GitHub; abbiamo anche delle guide su come utilizzare i nostri report e dei tutorial su YouTube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Heritage Financial Corporation è coperta da 9 analisti. 5 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jeffrey RulisD.A. Davidson & Co.
null nullD.A. Davidson & Co.
Christopher McGrattyKeefe, Bruyette, & Woods