Heritage Financial Corporation

NasdaqGS:HFWA Stock Report

Market Cap: US$1.2b

Heritage Financial Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

NasdaqGS:HFWA Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
13 Aug 26SellUS$111,129Matthew RayIndividual3,692US$30.10
05 Aug 26SellUS$96,751Anthony ChalfantIndividual3,234US$29.92
05 Aug 26SellUS$300,000Jeffrey LyonIndividual10,000US$30.00
30 Jul 26SellUS$112,178Kelli WilsonIndividual3,778US$29.69
09 Jun 26SellUS$109,013Donald HinsonIndividual3,842US$28.37
01 May 26SellUS$150,127Sabrina RobisonIndividual5,439.99US$27.61
11 Feb 26SellUS$129,065Anthony ChalfantIndividual4,668US$27.65
03 Feb 26SellUS$47,350Frederick RiveraIndividual1,800US$26.31
26 Jan 26SellUS$50,307Kelli WilsonIndividual1,900US$26.48
20 Nov 25BuyUS$426,446Bryan McDonaldIndividual19,106US$22.32

Insider Trading Volume

Insider Buying: HFWA insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of HFWA?
Owner TypeNumber of SharesOwnership Percentage
State or Government8,0260.0196%
Individual Insiders645,2341.58%
General Public6,827,94116.7%
Institutions33,434,35781.7%

Dilution of Shares: Shareholders have been diluted in the past year, with total shares outstanding growing by 20.5%.

Top Shareholders

Top 25 shareholders own 67.18% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
14.2%
BlackRock, Inc.
5,811,114US$172.8m4.48%no data
8.65%
Jennison Associates LLC
3,538,159US$105.2m10.1%0.06%
5.77%
Victory Capital Management Inc.
2,360,915US$70.2m-4.39%0.04%
5.16%
Vanguard Capital Management, LLC
2,109,500US$62.7m-0.25%no data
5%
Dimensional Fund Advisors LP
2,044,399US$60.8m4.49%0.01%
4.84%
State Street Investment Management
1,982,257US$59.0m10.3%no data
2.8%
AllianceBernstein L.P.
1,144,920US$34.0m-12.4%0.01%
2.7%
Geode Capital Management, LLC
1,103,769US$32.8m18.1%no data
1.83%
Vanguard Portfolio Management, LLC
749,714US$22.3m14.7%no data
1.71%
Basswood Capital Management, L.L.C.
698,904US$20.8m15.1%0.9%
1.65%
Boston Partners Global Investors, Inc.
677,105US$20.1m-1.91%0.01%
1.54%
Wellington Management Group LLP
628,320US$18.7m548%no data
1.2%
Two Sigma Investments, LP
490,410US$14.6m82%0.01%
1.15%
Algebris (UK) Limited
469,403US$14.0m-9.45%0.59%
1.11%
Bridgeway Capital Management, LLC
454,658US$13.5m6.35%0.16%
1.08%
Northern Trust Global Investments
440,623US$13.1m6.66%no data
0.98%
BNY Asset Management
398,963US$11.9m5.16%no data
0.92%
Charles Schwab Investment Management, Inc.
377,043US$11.2m0%no data
0.81%
Rhino Investment Partners, Inc.
330,459US$9.8m77.7%2.24%
0.76%
Manulife Asset Management
309,353US$9.2m-1.54%0.01%
0.73%
Arrowstreet Capital, Limited Partnership
298,120US$8.9m-31.2%no data
0.67%
Heartland Advisors, Inc.
275,000US$8.2m0%0.36%
0.67%
Lord, Abbett & Co. LLC
272,437US$8.1m-1.91%0.02%
0.66%
Hotchkis and Wiley Capital Management, LLC
270,039US$8.0m-4.52%0.02%
0.61%
ProShare Advisors LLC
249,948US$7.4m-0.79%0.01%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2026/08/16 21:15
End of Day Share Price 2026/08/14 00:00
Earnings2026/06/30
Annual Earnings2025/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Heritage Financial Corporation is covered by 8 analysts. 6 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Jeffrey RulisD.A. Davidson & Co.
null nullD.A. Davidson & Co.
Kelly MottaKeefe, Bruyette, & Woods