Heritage Financial Corporation (HFWA)
NASDAQ (NGS) NASDAQ (NGS) Primary Summary
HFWA Chart
Heritage Financial Corporation (HFWA) Shareholder/Analyst Call Prepared Remarks Transcript
Heritage Financial Corporation (HFWA) Shareholder/Analyst Call Prepared Remarks Transcript
Heritage Financial Corporation (HFWA) Q1 2026 Earnings Call Transcript
Heritage Financial Corporation (HFWA) Q1 2026 Earnings Call Transcript
Compared to Estimates, Heritage Financial (HFWA) Q1 Earnings: A Look at Key Metrics
The headline numbers for Heritage Financial (HFWA) give insight into how the company performed in the quarter ended March 2026, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
Heritage Financial Corporation Investors
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
| CE Curtis Ellergodt Rothschild Investment LLC | 102 | $2,450.95 | $3,073.08 | $622.13 | 25.38% |
| BG Bart Gancher Intech Investment Management LLC | 8,733 | $212,339.49 | $263,168.95 | $50,829.46 | 23.94% |
 Jeff Ameen Spire Wealth Management | 38 | $774.9 | $1,125.18 | $350.28 | 45.2% |
| MD Michelle Dubey Yousif Capital Management LLC | 10,819 | $267,063.68 | $326,517.42 | $59,453.74 | 22.26% |
 Joseph Castro Nuveen LLC | 234,974 | $5.64M | $7.08M | $1.44M | 25.53% |
Heritage Financial Corporation (HFWA) FAQ
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Heritage Financial Corporation Profile
| Banks Industry | Financials Sector | Bryan D. McDonald CEO | NASDAQ (NGS) Exchange | 42722X106 CUSIP |
| US Country | 755 Employees | 6 May 2026 Last Dividend | 28 Sep 2005 Last Split | 7 May 1998 IPO Date |
Overview
Heritage Financial Corporation operates as a pivotal bank holding entity for Heritage Bank, dedicated to offering a broad spectrum of financial services catering to the nuanced needs of small and medium-sized businesses alongside individuals across the United States. With its roots deeply embedded since its inception in 1927 and headquartered in Olympia, Washington, Heritage Financial Corporation has evolved through a strategic rebranding from its former identity, Heritage Financial Corporation, M.H.C., in 1998. It stands today as a testament to its enduring legacy and commitment to financial excellence and client-centric service.
Products and Services
The comprehensive range of financial products and services provided by Heritage Financial Corporation reflects its dedication to serving the diverse needs of its clientele:
- Deposit Products: The bank offers a versatile array of deposit products to cater to both individual and business needs, including noninterest demand deposits, interest-bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. These products are designed to provide flexibility and security for the management of funds.
- Loan Portfolio: Heritage Bank's loan offerings are expansive, covering commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, term equipment financing, and term real estate loans. The diversity of this portfolio ensures that various financing needs—from personal to professional, from construction to real estate development—are adequately met.
- Small Business Lending: Recognizing the vital role of small businesses in the economy, Heritage Financial Corporation also specializes in originating loans that are guaranteed by the U.S. Small Business Administration. This service is pivotal for small businesses seeking financial support with the backing of a federal guarantee, enhancing their access to necessary capital.
- Trusted Advisers: Beyond financial products, Heritage Financial Corporation prides itself on offering objective advice through its team of trusted advisers. This facet of their service underscores a commitment to not just transactional relationships, but to being a partner invested in their clients' financial wellness and success.
