XNAS
HFWA
Market cap1.14bUSD
Oct 08, Last price
27.57USD
1D
1.21%
1Q
-6.29%
Jan 2017
7.07%
Name
Heritage Financial Corp
Chart & performance
Notes
No notes on this company yet
Write a private note on this company, for your eyes only
Profile
Heritage Financial Corporation operates as the parent company for Heritage Bank, providing a comprehensive range of financial services to individuals and small to mid-sized businesses throughout the United States. The company's deposit offerings include various checking accounts (both interest and non-interest bearing), money market accounts, savings accounts, and certificates of deposit. Its extensive lending portfolio encompasses commercial and industrial financing, real estate loans for both owner-occupied and investment properties, residential mortgages for single to four-family dwellings, and funding for construction and land development projects. Additionally, it extends consumer loans, lines of credit, equipment financing, and commercial business loans to a wide array of sectors such as real estate, leasing, healthcare, hospitality, retail, and construction. Heritage Financial also originates loans backed by the U.S. Small Business Administration and delivers trust services along with professional financial guidance. As of January 27, 2022, the corporation managed 49 banking locations situated across Washington and Oregon. Established in 1927 and headquartered in Olympia, Washington, the company adopted its current name in 1998, having previously operated as Heritage Financial Corporation, M.H.C.
Key people
Brian Vance
Chairman of the Board · since 2020
Donald Hinson
Executive Vice President and Chief Financial Officer of Heritage Financial Corporation and Heritage Bank · since 2012
Nicholas Bley
Executive Vice President and Executive Vice President and Chief Operating Officer of Heritage Bank · since 2024
Tony Chalfant
Executive Vice President and Chief Credit Officer of Heritage Financial Corporation and Heritage Bank · since 2020
Matthew Ray
Executive Vice President and Chief Lending Officer of Heritage Bank · since 2023
Brian Charneski
Lead Independent Director · since 2019
Bryan Mcdonald
President, Chief Executive Officer, Director, President, Chief Executive Officer and Director of Heritage Bank · since 2025
Scott Allan
Independent Director · since 2026
Trevor Dryer
Independent Director · since 2022
Kimberly Ellwanger
Independent Director · since 2006
Gail Giacobbe
Independent Director · since 2022
Jeffrey Lyon
Independent Director · since 2001
Frederick Rivera
Independent Director · since 2020
Karen Saunders
Independent Director · since 2025
Ann Watson
Independent Director · since 2012
Valuation
Title USD in thousands, except ratios and share amounts | FY | FY | FY | FY | FY | FY | FY | FY | FY | FY |
|---|---|---|---|---|---|---|---|---|---|---|
| 2025‑12 | 2024‑12 | 2023‑12 | 2022‑12 | 2021‑12 | 2020‑12 | 2019‑12 | 2018‑12 | 2017‑12 | 2016‑12 | |
| Income | ||||||||||
Revenues | ||||||||||
Cost of revenue | ||||||||||
Unusual Expense (Income) | ||||||||||
NOPBT | ||||||||||
NOPBT Margin | ||||||||||
Operating Taxes | ||||||||||
Tax Rate | ||||||||||
NOPAT | ||||||||||
Net income | ||||||||||
Dividends | ||||||||||
Dividend yield | ||||||||||
Proceeds from repurchase of equity | ||||||||||
BB yield | ||||||||||
| Debt | ||||||||||
Debt current | ||||||||||
Long-term debt | ||||||||||
Deferred revenue | ||||||||||
Other long-term liabilities | ||||||||||
Net debt | ||||||||||
| Cash flow | ||||||||||
Cash from operating activities | ||||||||||
CAPEX | ||||||||||
Cash from investing activities | ||||||||||
Cash from financing activities | ||||||||||
FCF | ||||||||||
| Balance | ||||||||||
Cash | ||||||||||
Long term investments | ||||||||||
Excess cash | ||||||||||
Stockholders' equity | ||||||||||
Invested Capital | ||||||||||
ROIC | ||||||||||
ROCE | ||||||||||
| EV | ||||||||||
Common stock shares outstanding | ||||||||||
Price | ||||||||||
Market cap | ||||||||||
EV | ||||||||||
EBITDA | ||||||||||
EV/EBITDA | ||||||||||
Interest | ||||||||||
Interest/NOPBT | ||||||||||