Heritage Financial Corporation
HFWAFinancial ServicesNASDAQBanks - Regional · Last scanned Sep 8, 2026
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Daily timeframeHeadquartered within the financial services sector, Heritage Financial Corporation focuses on Banks - Regional services and products. Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. The company carries a $1.18B market cap, placing it firmly in the small-cap category. 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.
Market Cap
$1.18B
Beta
0.48
P/E (TTM)
13.76
P/E (Fwd)
10.91
EPS (TTM)
$2.10
EPS (Fwd)
$2.65
ROE
7.8%
ROA
1.0%
Cash
$221.4M
Total Debt
$205.7M
Free CF
—
52W Change
18.1%
Annual Financials
Cash vs Debt
Where HFWA stands vs its 150-day and 200-day moving averages
As of the September 2, 2026 close, HFWA finished 3.89% above its 150-day moving average ($27.49) and 7.53% above its 200-day moving average ($26.56). This snapshot is end-of-day data shown with a five-trading-day delay on the free plan; Premium members see readings from the latest close.
Is HFWA overbought or oversold?
At the September 2, 2026 close, HFWA's RSI(14) was 20.9, in oversold territory (below 30). The MACD histogram was negative, so short-term momentum leaned bearish at that close. These readings are historical, refresh daily after market close, and are not investment advice.
With $221.4M in cash and $205.7M in debt, HFWA maintains more liquidity than leverage. This favorable balance sheet position can be an asset when capital markets become less accommodating. Return on equity stands at 7.8%, which is modest for the sector. ROE measures how effectively a company uses shareholder capital to generate profits. ROA of 1.0% is on the lower side, which is common in asset-heavy industries. Revenue has been relatively flat, moving from $249.0M (2022) to $246.1M (2025).
The relatively low beta of 0.48 suggests HFWA is a less volatile holding compared to the broader index. It is important to consider these factors alongside broader market conditions and individual financial goals when reviewing HFWA.