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NASDAQFinancial ServicesBanks - Regional
Latest quote
$27.16
−$0.41 · -1.49%
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.
Previous close
$27.16
−$0.41 · -1.49%
After-hours
$27.16
$0.00 · 0.00%
Oct 9, 7:30 PM ET
Regular session · ET · Market data may be delayed.
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.
Day range
Current $27.16
52-week range
Current $27.16
Regular session · ET · Market data may be delayed.
GoAI Score
Buy
Valuation
85
Deep Value
Sentiment
70
Bullish
Risk
22
Moderate Risk
Momentum
55
Neutral
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
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.
Day range
Current $27.16
52-week range
Current $27.16
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 335.97M USD | 317.19M USD | 303.13M USD | 257.05M USD | 247.45M USD |
| Cost of goods sold | 92.61M USD | 106.63M USD | 63.59M USD | 6.65M USD | −22.33M USD |
| Gross profit | 243.36M USD | 210.56M USD | 239.54M USD | 250.4M USD | 269.78M USD |
| Selling, general, and administrative | 121.13M USD | 102.78M USD | 105.33M USD | 95.75M USD | 93.01M USD |
| Operating expenses | 165.57M USD | 158.3M USD | 166.62M USD | 150.97M USD | 149.27M USD |
| Interest income | 314.24M USD | 309.71M USD | 284.47M USD | 227.46M USD | 212.83M USD |
| Interest expense | 89.83M USD | 100.35M USD | 59.31M USD | 8.07M USD | 7.04M USD |
| Depreciation and amortization | 2.13M USD | 3.23M USD | 5.6M USD | 3.09M USD | −18.63M USD |
| Operating income | 77.79M USD | 52.26M USD | 72.92M USD | 99.44M USD | 120.51M USD |
| Net income | 67.53M USD | 43.26M USD | 61.76M USD | 81.88M USD | 98.04M USD |
Company facts updated Oct 10, 2026.
Reported history and fiscal-year consensus
Reported history and fiscal-year consensus
Third-party consensus; not a GoAI recommendation.
Average target
$32.33
19.04% upsideCash distributions grouped by calendar year; partial years are marked.
$0.96
2025 complete year+18.5% since 2021
2026 partial: $0.73
$0.81
2,021
$0.84
2,022
$0.88
2,023
$0.92
2,024
$0.96
2,025
$0.73
2,026*
* Partial calendar year in the available dividend history.
| Action | Ex-dividend date | Details | Record date | Payment date |
|---|---|---|---|---|
Dividend | Aug 5, 2026 | $0.25Quarterly | Aug 5, 2026 | Aug 19, 2026 |
Dividend | May 6, 2026 | $0.24Quarterly | May 6, 2026 | May 20, 2026 |
Dividend | Jan 28, 2026 | $0.24Quarterly | Jan 28, 2026 | Feb 11, 2026 |
Dividend | Nov 5, 2025 | $0.24Quarterly | Nov 5, 2025 | Nov 19, 2025 |
Dividend | Aug 6, 2025 | $0.24Quarterly | Aug 6, 2025 | Aug 20, 2025 |
Dividend | May 7, 2025 | $0.24Quarterly | May 7, 2025 | May 21, 2025 |
Ex-dividend Aug 5, 2026
$0.25
Quarterly
Record Aug 5, 2026 · Payment Aug 19, 2026
Ex-dividend May 6, 2026
$0.24
Quarterly
Record May 6, 2026 · Payment May 20, 2026
Ex-dividend Jan 28, 2026
$0.24
Quarterly
Record Jan 28, 2026 · Payment Feb 11, 2026
Ex-dividend Nov 5, 2025
$0.24
Quarterly
Record Nov 5, 2025 · Payment Nov 19, 2025
Ex-dividend Aug 6, 2025
$0.24
Quarterly
Record Aug 6, 2025 · Payment Aug 20, 2025
Ex-dividend May 7, 2025
$0.24
Quarterly
Record May 7, 2025 · Payment May 21, 2025
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI37.92M0.00%2.3T USD0.03%$381.94+0.63%
iShares Russell 2000 ETFIWM29.85M0.04%78.27B USD0.19%$278.94+0.49%
U.S. Small Cap Value Portfolio ETF Class SharesDFSV21.16M0.08%26.81B USD0.33%$37.95-0.39%
Vanguard Extended Market ETFVXF13.69M0.01%95.4B USD0.05%$235+0.80%
Dimensional - US Targeted Value ETFDFAT12.54M0.04%30.12B USD0.33%$67.27-0.43%
iShares Russell 2000 Value ETFIWN10.55M0.08%13.85B USD0.24%$210.87-0.04%
State Street SPDR S&P Regional Banking ETFKRE10.44M0.30%3.3B USD0.35%$69.01-0.83%
State Street SPDR Portfolio S&P 600 Small Cap ETFSPSM10.35M0.07%15.84B USD0.03%$53.45+0.17%Vanguard Morningstar Total Stock Market ETFVTIiShares Russell 2000 ETFIWMU.S. Small Cap Value Portfolio ETF Class SharesDFSVVanguard Extended Market ETFVXFDimensional - US Targeted Value ETFDFATiShares Russell 2000 Value ETFIWNState Street SPDR S&P Regional Banking ETFKREState Street SPDR Portfolio S&P 600 Small Cap ETFSPSMAI-generated and delayed market data for informational and educational purposes only. Not investment advice.
