Market Cap | 657.50M | P/E | 8.19 | EPS this Y | -21.10% | Ern Qtrly Grth | -16.00% |
Income | 44.36M | Forward P/E | 10.48 | EPS next Y | 29.70% | 50D Avg Chg | 9.00% |
Sales | 214.4M | PEG | 2.15 | EPS past 5Y | -6.76% | 200D Avg Chg | -23.00% |
Dividend | 5.00% | Price/Book | 0.80 | EPS next 5Y | 7.00% | 52W High Chg | -45.00% |
Recommedations | 2.70 | Quick Ratio | - | Shares Outstanding | 34.50M | 52W Low Chg | 26.00% |
Insider Own | 1.90% | ROA | 0.63% | Shares Float | 33.78M | Beta | 0.53 |
Inst Own | 82.23% | ROE | 5.31% | Shares Shorted/Prior | 509.64K/569.90K | Price | 18.76 |
Gross Margin | - | Profit Margin | 20.69% | Avg. Volume | 256,032 | Target Price | 24.60 |
Oper. Margin | 31.27% | Earnings Date | Oct 17 | Volume | 263,215 | Change | 1.41% |
Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company's loan portfolio includes 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, as well as commercial business loans to a range of businesses in industries that include real estate and rental and leasing, healthcare, accommodation and food services, retail trade, and construction. It also originates loans that are guaranteed by the U.S. Small Business Administration; and provides objective advice from trusted advisers. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.
Piper Sandler | Overweight | Jul 29, 24 |
Keefe, Bruyette & Woods | Market Perform | Jul 26, 24 |
Keefe, Bruyette & Woods | Market Perform | Jun 26, 24 |
Stephens & Co. | Equal-Weight | Mar 13, 24 |
DA Davidson | Buy | Jan 26, 24 |
Keefe, Bruyette & Woods | Market Perform | Jan 26, 24 |
Stephens & Co. | Equal-Weight | Jul 28, 23 |
Piper Sandler | Overweight | Apr 24, 23 |
Keefe, Bruyette & Woods | Market Perform | Apr 24, 23 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
Chalfant Tony | EVP Chief Credit Off.. EVP Chief Credit Officer | Jun 15 | Option | 17.6 | 1,315 | 23,144 | 19,954 | 06/16/23 |
Wilson Kelli Ann | EVP Chief Banking Of.. EVP Chief Banking Officer | Jun 15 | Option | 17.6 | 526 | 9,258 | 1,209 | 06/16/23 |
Curran Amy E. | EVP Director Commerc.. EVP Director Commercial Lend | Jun 15 | Option | 17.6 | 576 | 10,138 | 17,031 | 06/16/23 |
Rivera Frederick B | Director Director | May 19 | Buy | 16.34 | 600 | 9,804 | 4,121 | 05/19/23 |
Gavin Deborah J | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 18,046 | 05/01/23 |
LYON JEFFREY S | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 42,550 | 05/01/23 |
Dryer Trevor D. | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 1,808 | 05/01/23 |
Ellwanger Kimberly T | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 26,868 | 05/01/23 |
Rivera Frederick B | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 3,521 | 05/01/23 |
PICKERING ANTHONY | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 57,023 | 05/01/23 |
VANCE BRIAN L | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 94,173 | 05/01/23 |
Watson Ann | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 17,952 | 05/01/23 |
CLEES JOHN A | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 46,724 | 05/01/23 |
Giacobbe Gail B. | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 1,808 | 05/01/23 |
CHARNESKI BRIAN | Director Director | May 01 | Option | 17.41 | 1,808 | 31,477 | 31,540 | 05/01/23 |
LYON JEFFREY S | Director Director | Apr 26 | Buy | 17.365 | 1,750 | 30,389 | 40,742 | 04/27/23 |
Curran Amy E. | EVP Director Commerc.. EVP Director Commercial Lend | Mar 15 | Option | 22.83 | 2,253 | 51,436 | 16,917 | 03/16/23 |
Robison Sabrina C | EVP Chief HR Officer EVP Chief HR Officer | Mar 15 | Option | 22.83 | 1,848 | 42,190 | 25,135 | 03/16/23 |
Chalfant Tony | EVP Chief Credit Off.. EVP Chief Credit Officer | Mar 15 | Option | 22.83 | 1,763 | 40,249 | 18,968 | 03/16/23 |
Wilson Kelli Ann | EVP Chief Banking Of.. EVP Chief Banking Officer | Mar 15 | Option | 22.83 | 909 | 20,752 | 909 | 03/16/23 |
Deuel Jeffrey J | CEO CEO | Mar 15 | Option | 22.83 | 13,946 | 318,387 | 62,373 | 03/16/23 |
Henning Thomas J | EVP Chief Risk Offic.. EVP Chief Risk Officer | Mar 15 | Option | 22.83 | 2,140 | 48,856 | 6,991 | 03/16/23 |
Hinson Donald | EVPand Chief Financi.. EVPand Chief Financial Officer | Mar 15 | Option | 22.83 | 4,076 | 93,055 | 39,958 | 03/16/23 |
Hirman Cindy M | EVP Chief Banking Of.. EVP Chief Banking Officer | Mar 15 | Option | 22.83 | 3,603 | 82,256 | 23,692 | 03/16/23 |
Glasby William | EVP Chief Informatio.. EVP Chief Information Officer | Mar 15 | Option | 22.83 | 2,377 | 54,267 | 7,038 | 03/16/23 |
Ray Matthew T. | EVP Chief Lending Of.. EVP Chief Lending Officer | Mar 15 | Option | 22.83 | 3,054 | 69,723 | 14,513 | 03/16/23 |
McDonald Bryan | President and COO President and COO | Mar 15 | Option | 22.83 | 5,414 | 123,602 | 23,699 | 03/16/23 |
Hirman Cindy M | EVP Chief Banking Of.. EVP Chief Banking Officer | Dec 15 | Option | 30.06 | 331 | 9,950 | 20,146 | 12/15/22 |
Glasby William | EVP Chief Informatio.. EVP Chief Information Officer | Dec 15 | Option | 30.06 | 265 | 7,966 | 4,724 | 12/15/22 |
Huntley Cindy M | EVP Chief Banking Of.. EVP Chief Banking Officer | Nov 04 | Sell | 32.61 | 1,193 | 38,904 | 19,815 | 11/04/22 |
VANCE BRIAN L | Director Director | Nov 02 | Sell | 32.7254 | 5,148 | 168,470 | 92,365 | 11/03/22 |
CHARNESKI BRIAN | Director Director | Oct 31 | Sell | 33.65 | 4,000 | 134,600 | 29,732 | 11/01/22 |
VANCE BRIAN L | Director Director | Jun 07 | Sell | 25.8283 | 5,470 | 141,281 | 97,513 | 06/07/22 |
CHARNESKI BRIAN | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 33,732 | 05/04/22 |
Ellwanger Kimberly T | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 25,357 | 05/04/22 |
PICKERING ANTHONY | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 55,215 | 05/04/22 |
Gavin Deborah J | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 16,238 | 05/04/22 |
Watson Ann | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 16,144 | 05/04/22 |
MILLER GRAGG E | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 24,950 | 05/04/22 |
LYON JEFFREY S | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 38,992 | 05/04/22 |
Rivera Frederick B | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 1,713 | 05/04/22 |
VANCE BRIAN L | Director Director | May 03 | Option | 24.85 | 1,713 | 42,568 | 103,387 | 05/04/22 |
McDonald Bryan | President and COO President and COO | Mar 15 | Option | 25.46 | 3,143 | 80,021 | 18,882 | 03/16/22 |
Glasby William | EVP Chief Informatio.. EVP Chief Information Officer | Mar 15 | Option | 25.45 | 1,867 | 47,515 | 4,931 | 03/16/22 |
Hinson Donald | EVPand Chief Financi.. EVPand Chief Financial Officer | Mar 15 | Option | 25.46 | 2,427 | 61,791 | 36,341 | 03/16/22 |
VANCE BRIAN L | Director Director | Mar 15 | Option | 25.46 | 4,972 | 126,587 | 102,807 | 03/16/22 |
Huntley Cindy M | EVP Chief Banking Of.. EVP Chief Banking Officer | Mar 15 | Option | 25.46 | 2,213 | 56,343 | 21,431 | 03/16/22 |
Deuel Jeffrey J | CEO CEO | Mar 15 | Option | 25.46 | 6,579 | 167,501 | 49,709 | 03/16/22 |
Chalfant Tony | EVP Chief Credit Off.. EVP Chief Credit Officer | Mar 15 | Option | 25.46 | 1,822 | 46,388 | 19,617 | 03/16/22 |
Henning Thomas J | EVP Chief Risk Offic.. EVP Chief Risk Officer | Mar 15 | Option | 25.46 | 1,634 | 41,602 | 5,152 | 03/16/22 |