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US Stock Details

Get in-depth insights on US stocks, including fundamentals, financials, shareholding, peer comparison, and performance. Track key metrics, price trends, and market sentiment for informed decisions. Stay ahead with expert analysis and data-driven strategies at Motilal Oswal.

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HERITAGE FINANCIAL CORP

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$24.08 0.0058(0.58%) HFWA at 04 Dec 2025 04:34 PM Banks - Regional
Lowest Today 24.09
Highest Today 24.35
Today’s Open 24.16
Prev. Close 23.94
52 Week High 25.58
52 Week Low 19.22
Day’s Range: Low 24.09 High 24.35
52-Week Range: Low 19.22 High 25.58
1 day return -
1 Week return +0.54
1 month return +7.29
3 month return -3.4
6 month return +4.78
1 year return -7.94
3 year return -22.04
5 year return -1.39
10 year return -

Institutional Holdings

BlackRock Inc 14.42

Jennison Associates LLC 8.77

Vanguard Group Inc 7.13

Victory Capital Management Inc. 7.09

Dimensional Fund Advisors, Inc. 6.00

iShares Core S&P Small-Cap ETF 5.98

Victory Sycamore Small Company Opp R 5.18

State Street Corp 4.68

Jennison SMid Cap Core Equity 4.10

PGIM Jennison Small Company A 4.10

AllianceBernstein L.P. 4.01

Vanguard Total Stock Mkt Idx Inv 3.17

Geode Capital Management, LLC 2.44

iShares Russell 2000 ETF 2.40

Arrowstreet Capital Limited Partnership 1.49

DFA US Small Cap Value I 1.27

Northern Trust Corp 1.20

Ameriprise Financial Inc 1.16

Morgan Stanley - Brokerage Accounts 1.12

Algebris Financial Equity BM EUR Acc 1.12

JENNISON SMALL/MID CAP EQUITY 3 1.10

Vanguard Institutional Extnd Mkt Idx Tr 1.09

Bank of New York Mellon Corp 1.03

Fidelity Small Cap Index 1.01

Lord, Abbett & Co LLC 0.96

Lord Abbett Small Cap Value A 0.96

Charles Schwab Investment Management Inc 0.95

Renaissance Technologies Corp 0.95

Manufacturers Life Insurance Co 0.94

iShares S&P Small-Cap 600 Value ETF 0.93

SPDR® S&P Regional Banking ETF 0.91

SPDR® Portfolio S&P 600™ Sm Cap ETF 0.89

iShares Russell 2000 Value ETF 0.87

AB Small Cap Value Advisor 0.86

Hotchkis & Wiley Capital Management LLC 0.84

Amvescap Plc. 0.81

Heartland Advisors Inc 0.81

Heartland Value Investor 0.81

ProShares Russell 2000 Dividend Growers 0.75

DFA US Targeted Value I 0.72

Market Status

Strong Buy: 1

Buy: 1

Hold: 4

Sell: 0

Strong Sell: 0

Fundamentals

Market Cap 812.92 M

PB Ratio 0.9033

PE Ratio 14.5091

Enterprise Value 731.45 M

Total Assets 7106.28 M

Volume 149936

Company Financials

Annual Revenue FY23:303128000 303.1M, FY22:248976000 249.0M, FY21:240404000 240.4M, FY20:238226000 238.2M, FY19:232144000 232.1M

Annual Profit FY23:303128000 303.1M, FY22:248976000 249.0M, FY21:240404000 240.4M, FY20:238226000 238.2M, FY19:232144000 232.1M

Annual Net worth FY23:61755000 61.8M, FY22:81875000 81.9M, FY21:98035000 98.0M, FY20:46570000 46.6M, FY19:67557000 67.6M

Quarterly Revenue Q3/2025:87833000 87.8M, Q2/2025:80017000 80.0M, Q1/2025:81269000 81.3M, Q3/2024:54795000 54.8M, Q2/2024:81828000 81.8M

Quarterly Profit Q3/2025:63921000 63.9M, Q2/2025:55544000 55.5M, Q1/2025:57542000 57.5M, Q3/2024:54795000 54.8M, Q2/2024:81828000 81.8M

Quarterly Net worth Q3/2025:19169000 19.2M, Q2/2025:12215000 12.2M, Q1/2025:13911000 13.9M, Q3/2024:11423000 11.4M, Q2/2024:14159000 14.2M

Fund house & investment objective

Company Information 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. The company 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. Its 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. 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.

Organisation Banks - Regional

Employees 749

Industry Banks - Regional

CEO Mr. Jeffrey J. Deuel

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Disclaimer: These services are not for exchange traded products. The securities quoted are exemplary and not recommendatory. Please be informed that US Stocks are not exchange traded funds in India and Motilal Oswal Financial Services acts in the capacity of facilitator of this product. All disputes with respect to the transaction facilitation services, would not have access to Indian Exchange investor redressal forum or Arbitration mechanism in India. T&C apply*

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