Heritage Financial (HFWA) Metrics: History & Chart

Heritage Financial Corporation(HFWA)

Banks - Regional · Olympia, WA

$27.76-0.12 (-0.43%)

Delayed quote: Oct 6, 2026, 1:30 PM EDT

About Heritage Financial Corporation

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.

Olympia, WA

755 employees

www.hf-wa.com

Financial Services / Banks - Regional

Sector: Financial Services
Industry: Banks - Regional
CEO: Bryan D. McDonald

View full financials

Third-Party DCF Estimate (FMP)	N/A
Price Gap vs Third-Party Estimate	N/A

7D Total Return	-0.99%
30D Total Return	-4.81%
YTD Total Return	+21.05%
1Y Total Return	+18.87%
3Y Total Return	+90.32%
5Y Total Return	+33.12%
10Y Total Return	+116.27%
15Y Total Return	+313.22%
20Y Total Return	+103.25%

2026	+21.05%
2025	+0.56%
2024	+19.72%
2023	-26.88%
2022	+29.31%
2021	+7.87%
2020

CAGR TTM	+18.77%
CAGR 3Y	+23.92%
CAGR 5Y	+5.89%
CAGR 10Y	+8.02%
CAGR 15Y	+9.92%
CAGR 20Y	+3.61%

PE Ratio	13.21
PE Ratio Avg TTM	14.40
PE Ratio Avg 3Y	14.57
Current VS TTM Avg	-8.24%
Current VS 3Y Avg	-9.34%
Current VS 5Y Avg	+1.66%

All Metrics

HFWA Valuation Metrics

HFWA Stock Price Metrics

HFWA Dividend Metrics

HFWA Growth Rate Metrics

HFWA Discounted Cash Flow Metrics

HFWA Returns By Period

HFWA Yearly Returns

HFWA Average Annual Returns By Period (CAGR)

HFWA Revenue Metrics

HFWA PE Ratio Metrics

HFWA PS Ratio Metrics

HFWA PB Ratio Metrics

HFWA Debt to Equity Ratio Metrics

HFWA PEG Ratio Metrics

HFWA Earnings Yield

HFWA EBITDA Yield

HFWA OCF Yield

HFWA ROIC Metrics

HFWA Return on Assets Metrics

HFWA Return on Equity Metrics

HFWA Net Profit Margin Metrics

HFWA Tax Rate Metrics

PS Ratio	3.35
PS Ratio Avg TTM	2.88
PS Ratio Avg 3Y	2.55
Current VS TTM Avg	+16.20%
Current VS 3Y Avg	+31.30%
Current VS 5Y Avg	+14.59%

PB Ratio	1.01
PB Ratio Avg TTM	0.98
PB Ratio Avg 3Y	0.92
Current VS TTM Avg	+2.81%
Current VS 3Y Avg	+10.13%
Current VS 5Y Avg	+6.67%

Debt/Equity Ratio	0.17
Debt/Equity Ratio Avg TTM	0.15
Debt/Equity Ratio Avg 3Y	0.39
Current VS TTM Avg	+12.99%
Current VS 3Y Avg	-56.47%
Current VS 5Y Avg	-42.26%

PEG Ratio	1.51
PEG Ratio Avg TTM	1.57
PEG Ratio Avg 3Y	3.34
Current VS TTM Avg	-4.05%
Current VS 3Y Avg	-54.78%
Current VS 5Y Avg	-21.70%

Earnings Yield	7.57%
Earnings Yield Avg TTM	6.99%
Earnings Yield Avg 3Y	6.56%
Current VS TTM Avg	+8.34%
Current VS 3Y Avg	+15.35%
Current VS 5Y Avg	-11.55%

EBITDA Yield	N/A
EBITDA Yield Avg TTM	N/A
EBITDA Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

OCF Yield	N/A
OCF Yield Avg TTM	N/A
OCF Yield Avg 3Y	N/A
Current VS TTM Avg	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A

ROIC	N/A
ROIC Avg 3Y	N/A
ROIC Avg 5Y	N/A
Current VS 3Y Avg	N/A
Current VS 5Y Avg	N/A
Current VS 10Y Avg	N/A

ROA	0.92%
ROA Avg TTM	0.24%
ROA Avg 3Y	0.20%
Current VS TTM Avg	+284.50%
Current VS 3Y Avg	+363.74%
Current VS 5Y Avg	+305.39%

ROE	7.02%
ROE Avg TTM	6.55%
ROE Avg 3Y	6.29%
Current VS TTM Avg	+7.17%
Current VS 3Y Avg	+11.59%
Current VS 5Y Avg	-14.19%

Net Profit Margin	23.17%
Net Profit Margin Avg TTM	21.99%
Net Profit Margin Avg 3Y	18.02%
Current VS TTM Avg	+5.35%
Current VS 3Y Avg	+28.55%
Current VS 5Y Avg	-3.95%

Tax Rate	15.33%
Tax Rate Avg 3Y	14.51%
Tax Rate Avg 5Y	16.07%
Current VS 3Y Avg	+5.67%
Current VS 5Y Avg	-4.58%
Current VS 10Y Avg	-11.00%