Heritage Financial Stock Performance
| HFWA Stock | USD 24.41 0.56 2.35% |
Heritage Financial has a performance score of 9 on a scale of 0 to 100. The company retains a Market Volatility (i.e., Beta) of 0.92, which attests to possible diversification benefits within a given portfolio. Heritage Financial returns are very sensitive to returns on the market. As the market goes up or down, Heritage Financial is expected to follow. Heritage Financial right now retains a risk of 1.61%. Please check out Heritage Financial semi variance, and the relationship between the maximum drawdown and accumulation distribution , to decide if Heritage Financial will be following its current trending patterns.
Risk-Adjusted Performance
Fair
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Compared to the overall equity markets, risk-adjusted returns on investments in Heritage Financial are ranked lower than 9 (%) of all global equities and portfolios over the last 90 days. Despite somewhat unsteady basic indicators, Heritage Financial may actually be approaching a critical reversion point that can send shares even higher in February 2026. ...more
| Heritage Financial dividend paid on 19th of November 2025 | 11/19/2025 |
| Begin Period Cash Flow | 225 M | |
| Total Cashflows From Investing Activities | -85.9 M |
Heritage Financial Relative Risk vs. Return Landscape
If you would invest 2,186 in Heritage Financial on October 16, 2025 and sell it today you would earn a total of 255.00 from holding Heritage Financial or generate 11.67% return on investment over 90 days. Heritage Financial is currently generating 0.1908% in daily expected returns and assumes 1.613% risk (volatility on return distribution) over the 90 days horizon. In different words, 14% of stocks are less volatile than Heritage, and 97% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Heritage Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heritage Financial, and traders can use it to determine the average amount a Heritage Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = 0.1183
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
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Based on monthly moving average Heritage Financial is performing at about 9% of its full potential. If added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Financial by adding it to a well-diversified portfolio.
Heritage Financial Fundamentals Growth
Heritage Stock prices reflect investors' perceptions of the future prospects and financial health of Heritage Financial, and Heritage Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heritage Stock performance.
| Return On Equity | 0.0644 | ||||
| Return On Asset | 0.0081 | ||||
| Profit Margin | 0.25 % | ||||
| Operating Margin | 0.37 % | ||||
| Current Valuation | 724.65 M | ||||
| Shares Outstanding | 33.96 M | ||||
| Price To Earning | 19.94 X | ||||
| Price To Book | 0.90 X | ||||
| Price To Sales | 3.48 X | ||||
| Revenue | 317.19 M | ||||
| EBITDA | 55.49 M | ||||
| Cash And Equivalents | 407.32 M | ||||
| Cash Per Share | 11.60 X | ||||
| Total Debt | 405.06 M | ||||
| Debt To Equity | 0.04 % | ||||
| Book Value Per Share | 26.62 X | ||||
| Cash Flow From Operations | 64.48 M | ||||
| Earnings Per Share | 1.65 X | ||||
| Total Asset | 7.11 B | ||||
| Retained Earnings | 387.1 M | ||||
About Heritage Financial Performance
By analyzing Heritage Financial's fundamental ratios, stakeholders can gain valuable insights into Heritage Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heritage Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Heritage Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
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. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington. Heritage Financial operates under BanksRegional classification in the United States and is traded on NASDAQ Exchange. It employs 790 people.Things to note about Heritage Financial performance evaluation
Checking the ongoing alerts about Heritage Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heritage Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heritage Financial has a strong financial position based on the latest SEC filings | |
| Over 88.0% of the company shares are owned by institutional investors | |
| On 19th of November 2025 Heritage Financial paid $ 0.24 per share dividend to its current shareholders | |
| Latest headline from news.google.com: Why HomeTrust Bancshares Could Beat Earnings Estimates Again - Yahoo Finance |
- Analyzing Heritage Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heritage Financial's stock is overvalued or undervalued compared to its peers.
- Examining Heritage Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heritage Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heritage Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heritage Financial's stock. These opinions can provide insight into Heritage Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heritage Stock analysis
When running Heritage Financial's price analysis, check to measure Heritage Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Financial is operating at the current time. Most of Heritage Financial's value examination focuses on studying past and present price action to predict the probability of Heritage Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Financial's price. Additionally, you may evaluate how the addition of Heritage Financial to your portfolios can decrease your overall portfolio volatility.
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