Heritage Financial (HFWA) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Heritage Financial NASDAQ: HFWA executives said the company's second-quarter results reflected higher net interest margin, stable credit quality and continued merger-related expenses as it moves toward a late-September systems conversion.
Although the revenue and EPS for Heritage Financial (HFWA) give a sense of how its business performed in the quarter ended June 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
Curtis Ellergodt Rothschild Investment LLC | 124 | $3,022.95 | $3,333.12 | $310.17 | 10.26% |
| ARS Adelbert R. Sanchez Deprince Race & Zollo Inc | 71,815 | $1.73M | $1.95M | $216,088.93 | 12.5% |
| RW Riley Wancket HANTZ FINANCIAL SERVICES Inc. | 980 | $23,706.2 | $26,999 | $3,292.8 | 13.89% |
| ML Matthew Lindenbaum Basswood Capital Management LLC | 689,010 | $16.82M | $18.52M | $1.7M | 10.1% |
| BG Bart Gancher Intech Investment Management LLC | 8,047 | $195,649.11 | $220,648.74 | $24,999.63 | 12.78% |
| Banks Industry | Financials Sector | Bryan D. McDonald CEO | NASDAQ (NGS) Exchange | 42722X106 CUSIP |
| US Country | 755 Employees | 5 Aug 2026 Last Dividend | 28 Sep 2005 Last Split | 7 May 1998 IPO Date |
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.
The comprehensive range of financial products and services provided by Heritage Financial Corporation reflects its dedication to serving the diverse needs of its clientele: