VCP Scanner
Stock Screener
Filter stocks with fundamental & technical criteria
Technical Scanner
RSI, Moving averages & volume momentum signals
Market Themes
Curated industry baskets & thematic leaders
Earnings Hub
Calendar, EPS surprise stats & earnings transcripts
Market News
Real-time market intelligence & AI overviews
Insider Buying
SEC Form 4 corporate insider purchases
Minervini — VCPContraction bases in Stage 2 uptrends
Minervini — Trend TemplateFull 8-rule Stage 2 screen
O'Neil — Cup with HandleBase breakouts with RS leadership
O'Neil — CANSLIM LeadersGrowth leaders with RS ≥ 85
Qullamaggie — High Tight FlagsPower plays after a large advance
Qullamaggie — Momentum Leaders1/3/6-month strength leaders
Livermore — Pivotal PointsMulti-touch resistance breakouts
View All Playbooks...
Breakouts
FAANG & Tech
AAPL vs MSFTNVDA vs AMDGOOGL vs META
Cloud & Cyber
CRM vs NOWCRWD vs PANWSNOW vs DDOG
Consumer & Auto
TSLA vs FAMZN vs WMTNFLX vs DIS
Finance & Crypto
JPM vs BACV vs MACOIN vs MSTR
Index & ETFs
SPY vs QQQVTI vs VOOSPY vs IWM
Compare Any Stocks...
DCF ValuationCalculate intrinsic value of US stocks
Market ValuationBuffett indicator, CAPE & macro gauges
Total ReturnSee dividends + price return history
DCA CalculatorSimulate recurring buys & compounding
VisualizeInteractive multi-year financial charts
Watchlist
Breakouts
WatchlistPricing
Ctrl K
Pricing
HFWA
← Back to Screener
VCP ScannerFree US Stock Screener & Financial Analysis

Find stocks. Analyze deeply. Research with clarity.

Data updated daily

Product

  • Screener
  • Themes
  • Valuation
  • Total Return
  • DCA Calculator
  • Pricing
  • News
  • Earnings

Resources

  • Market Valuation
  • Compare
  • Insider Activity
  • Methodology
  • How It Works
  • Glossary
  • Learn

Get Ideas

Get weekly market insights — free

© 2026 VCP Scanner
AboutPrivacyTermsRefund Policy
Not financial advice. Do your own research.
ScreenerBreakoutsCompareWatchlist
HFWAHeritage Financial Corporation
$27.95$1.2B
Overview & Tools
OverviewChart Terminal ↗Visualize
Valuation & Forecasts
Valuation ModelsEstimatesDCF Model
Price & Analyst Data
Analyst TargetsPrice History
Financial Statements
Income StatementBalance SheetCash FlowRatios & Margins
Performance
P/E HistoryRevenue HistoryEarnings HistoryDividend HistoryTotal Return
Discovery & Screens
Live BreakoutsStock ScreenerOwnership
HFWA logo

Heritage Financial Corporation

HFWA
NASDAQ · Regional Banks
$27.95
At close - Sep 23, 4:00 PM EDT - USD
Market Cap$1.15B
P/E14.3x
52W High$31.25
Volume352.03K
OverviewTerminalAnalysisFinancialsValuationEarningsBreakoutsOwnership
VCP Research Verdict2026Q2

NII Surges 36% but Efficiency Spike Clouds Outlook

Heritage Financial's net interest income accelerated 36.1% YoY to $74.8M in Q2 2026, driven by loan growth and higher yields, yet the efficiency ratio spiked to 103.2% and non-interest income swung to -$35.5M, revealing significant cost and revenue volatility....

GrowthAccelerating
ProfitabilityStrained
ValuationExpensive
TechnicalsMixed
Explore valuation models
MARKET ACTION

HFWA price & volume

Price trend, volume and key moving averages

Launch Terminal
Loading chart...
Decision Checklist4 Core Signals

What matters now

The signals most likely to change the investment case.

01

Earnings momentum

6/12 Beats

EPS beat 6 of last 12 quarters

02

Valuation risk

-13% Peers

P/E is 13% below peer median

03

Market leadership

RS 62 · Avg

Average momentum (RS Rating: 62)

04

Mixed Trend

Mixed

Price < 50DMA but > 200DMA

Next CatalystEstimated earnings · Oct 23

Market performance

Price History →

Trailing total returns as of 9/24/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).

YTD Return
HFWA+21.01%
S&P 500 (^GSPC)+12.39%
1-Year Return
HFWA+17.90%
S&P 500 (^GSPC)+15.77%
3-Year Return
HFWA+90.94%
S&P 500 (^GSPC)+75.26%
5-Year Return
HFWA+31.17%
S&P 500 (^GSPC)+66.92%
02

Test the fundamentals

Check whether operating performance supports the current valuation.

VALUATION & INTRINSIC VALUE

Valuation Scenarios

Valuation Analysis
Trailing P/E5Y High
14.3x
Forward P/EExpansion
14.1x
EV/EBITDA75th %ile
14.3x
FCF YieldCash Flow
7.4%

Valuation vs 5-Year History

Multiple Range
Metric
Current
5Y Median
Historical Range
Percentile
P/E
14.3x
12.2x
80th· High
EV/EBITDA
14.3x
13.4x
75th· Fair
Price/FCF
13.4x
12.0x
80th· High
Current Multiple
5Y Median (50th %ile)

Intrinsic Value Scenarios

DCF Projection
Bear$9.51-66.0%
Base (Fair)$18.35-34.9%
Bull$29.45+5.4%
$9.51 Bear$18.35 Base$29.45 Bull
Current Market Price: $27.95
Trades at a 52.3% premium to Base DCF ($18.35)
Open DCF & Valuation Models →Chart Terminal ↗

Growth & profitability

Annual revenue & EPS trend
Revenue
$246M+13.5% YoY
Net income
$68M+56.1% YoY
Free cash flow
$86M+40.4% YoY
Operating margin
23.2%+6.7 pts YoY
ROIC (TTM)5.2%
Avg ROIC 5Y-
ROE (TTM)7.6%
Piotroski Score9 / 9
Financial Statements →
03

Monitor what changed

Recent results and news deserve attention only when they alter the forward view.

OPERATING RESULTS

Recent Earnings

Earnings History
EPS Beat Rate6/12 (55%)
Revenue Beat Rate1/12 (9%)
QuarterEPS (Act vs Est)Revenue (Act vs Est)
Q3 2026Latest
Jul 23, 2026
$0.57+28.1%
vs $0.45
$84M-2.5%
vs $86M
Q2 2026
Apr 23, 2026
$0.49-14.0%
vs $0.57
$78M-3.2%
vs $80M
Q1 2026
Feb 27, 2026
$0.65
vs —
$87M
vs —
Q1 2026
Jan 22, 2026
$0.66+15.8%
vs $0.57
$66M+0.4%
vs $66M
Historical baseline: 12 quarters analyzedGAAP / Adjusted
MARKET COVERAGE

Latest News

5 Stories
Defense World·3d ago
Analysts Set Heritage Financial Corporation (NASDAQ:HFWA) PT at $32.50

Shares of Heritage Financial Corporation (NASDAQ: HFWA - Get Free Report) have earned a consensus rating of "Moderate Buy" from the six analysts that are presently covering the stock, Marketbeat Ratings reports. Three research analysts have rated the stock with a hold rating and three have assigned a buy rating to the company. The average 1-year

Defense World·Aug 28, 2026
BlackRock Inc. Purchases Shares of 5,811,114 Heritage Financial Corporation $HFWA

BlackRock Inc. acquired a new stake in Heritage Financial Corporation (NASDAQ: HFWA) in the second quarter, according to the company in its most recent Form 13F filing with the SEC. The firm acquired 5,811,114 shares of the financial services provider's stock, valued at approximately $172,125,000. BlackRock Inc. owned 14.10% of Heritage Financial at

Defense World·Aug 20, 2026
469,403 Shares in Heritage Financial Corporation $HFWA Purchased by Algebris UK Ltd.

Algebris UK Ltd. purchased a new stake in shares of Heritage Financial Corporation (NASDAQ: HFWA) during the second quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 469,403 shares of the financial services provider's stock, valued at approximately $13,860,000. Heritage Financial

Seeking Alpha·Aug 14, 2026
Dividend Champion, Contender, And Challenger Highlights: Week August 16

A weekly summary of dividend activity for Dividend Champions, Contenders, and Challengers. Companies which changed their dividends. Companies with upcoming ex-dividend dates.

Filtered for Heritage Financial CorporationMore Headlines
04

Compare before deciding

Benchmark HFWA against direct peers instead of judging its metrics in isolation.

Peers Comparison

Key metrics vs top competitors for Heritage Financial Corporation (HFWA)

Full Screener →
CompanyPriceMarket CapP/E RatioRev Growth (1Y)Net MarginROEDiv Yield
HFWA logoHFWAHeritage Financial CorporationCurrent
$27.95$1.15B14.2613.51%20.1%7.57%3.4%
COLB logoCOLBColumbia Banking System, Inc.
$28.85$8.16B12.5419.28%19.96%9.22%—
WAFD logoWAFDWaFd, Inc.
$30.70$2.27B11.670.42%18.26%8.36%—
HOMB logoHOMBHome Bancshares, Inc.
$28.84$5.81B11.97-3.54%34.84%11.29%—
NWBI logoNWBINorthwest Bancshares, Inc.
$15.04$2.2B16.3525.41%18.13%8.07%—
CVBF logoCVBFCVB Financial Corp.
$22.01$3.16B14.487.23%29.31%8.22%—

Compare HFWA vs Peers

Heritage Financial Corporation (HFWA) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.

Closest Rival

vs COLB

Most directly comparable listed peer for HFWA.

Scale Benchmark

vs ICE

Larger-name benchmark to compare HFWA against a more recognizable public peer.

Peer Set

Compare Top 5

vs COLB, WAFD, HOMB, NWBI

05

Keep researching

Verify the primary filings, follow material updates, and answer the remaining questions.

HFWA SEC Filings & Documents

Heritage Financial Corporation (HFWA) SEC filings — annual & quarterly reports (10-K, 10-Q)

8-K Announcements

6
Material company update

Jul 23, 2026·SEC

Material company update

May 8, 2026·SEC

Material company update

Apr 23, 2026·SEC

10-K Annual Reports

3
FY 2026

Feb 27, 2026·SEC

FY 2025

Feb 27, 2025·SEC

FY 2024

Feb 27, 2024·SEC

10-Q Quarterly Reports

6
FY 2026

Aug 7, 2026·SEC

FY 2026

May 8, 2026·SEC

FY 2025

Nov 7, 2025·SEC

Get notified when HFWA posts new earnings or crosses analyst targets

Free. No account needed. Unsubscribe any time.

Free. Unsubscribe any time.

HFWA Frequently Asked Questions

Heritage Financial Corporation (HFWA) stock FAQ — growth, dividends, profitability & financials explained

Growth & Financials
How fast is Heritage Financial Corporation growing?

Heritage Financial Corporation (HFWA) grew revenue by 13.5% over the past year. This is steady growth.

Is HFWA profitable?

Yes, Heritage Financial Corporation (HFWA) is profitable, generating $77.9M in net income for fiscal year 2025 (20.1% net margin).

Dividend & Returns
Does HFWA pay dividends?

Yes, Heritage Financial Corporation (HFWA) pays a dividend with a yield of 3.40%. This makes it attractive for income-focused investors.

What is HFWA's return on equity?

Heritage Financial Corporation (HFWA) has a return on equity (ROE) of 7.6%. This is below average, suggesting room for improvement.

Industry Metrics
What is Heritage Financial Corporation's net interest margin?

Heritage Financial Corporation (HFWA) has a net interest margin (NIM) of 3.2%. This indicates healthy earnings from lending activities.

What is Heritage Financial Corporation's efficiency ratio?

Heritage Financial Corporation (HFWA) has an efficiency ratio of 49.3%. This is excellent, indicating strong cost control.

What if you invested $1,000 in HFWA back in 1997?

Total return calculator · dividends reinvested · 29+ years of data

See returns →