Heritage Financial Ownership
| HFWA Stock | USD 26.50 0.71 2.75% |
Shares in Circulation | First Issued 2009-03-31 | Previous Quarter 35 M | Current Value 35 M | Avarage Shares Outstanding 26.5 M | Quarterly Volatility 10.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Heritage |
Heritage Stock Ownership Analysis
About 83.0% of the company shares are owned by institutional investors. The company has price-to-book (P/B) ratio of 1.03. Some equities with similar Price to Book (P/B) outperform the market in the long run. Heritage Financial has Price/Earnings To Growth (PEG) ratio of 2.13. The entity last dividend was issued on the 6th of November 2024. The firm had 21:20 split on the 28th of September 2005. 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. To learn more about Heritage Financial call Brian Vance at 360 943 1500 or check out https://www.hf-wa.com.Besides selling stocks to institutional investors, Heritage Financial also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Heritage Financial's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Heritage Financial's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Heritage Financial Quarterly Liabilities And Stockholders Equity |
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Heritage Financial Insider Trades History
Only 1.91% of Heritage Financial are currently held by insiders. Unlike Heritage Financial's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Heritage Financial's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Heritage Financial's insider trades
Heritage Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Heritage Financial is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Heritage Financial backward and forwards among themselves. Heritage Financial's institutional investor refers to the entity that pools money to purchase Heritage Financial's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Goldman Sachs Group Inc | 2024-06-30 | 460.8 K | Northern Trust Corp | 2024-09-30 | 427.5 K | Aqr Capital Management Llc | 2024-06-30 | 365.5 K | Manufacturers Life Insurance Co | 2024-09-30 | 335.3 K | Proshare Advisors Llc | 2024-09-30 | 327.7 K | Lord, Abbett & Co Llc | 2024-09-30 | 320.3 K | Hotchkis & Wiley Capital Management Llc | 2024-09-30 | 311.1 K | Renaissance Technologies Corp | 2024-09-30 | 296 K | American Century Companies Inc | 2024-09-30 | 292.9 K | Blackrock Inc | 2024-06-30 | 5 M | Vanguard Group Inc | 2024-09-30 | 2.5 M |
Heritage Financial Insider Trading Activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Heritage Financial insiders, such as employees or executives, is commonly permitted as long as it does not rely on Heritage Financial's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Heritage Financial insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Chalfant Tony over six months ago Acquisition by Chalfant Tony of 558 shares of Heritage Financial at 18.38 subject to Rule 16b-3 | ||
Henning Thomas J over six months ago Disposition of 530 shares by Henning Thomas J of Heritage Financial subject to Rule 16b-3 | ||
Chalfant Tony over six months ago Acquisition by Chalfant Tony of 3682 shares of Heritage Financial subject to Rule 16b-3 | ||
Wilson Kelli Ann over a year ago Exercise or conversion by Wilson Kelli Ann of 526 shares of Heritage Financial subject to Rule 16b-3 | ||
Brian Vance over a year ago Exercise or conversion by Brian Vance of 1808 shares of Heritage Financial subject to Rule 16b-3 | ||
Wilson Kelli Ann over a year ago Exercise or conversion by Wilson Kelli Ann of 322 shares of Heritage Financial subject to Rule 16b-3 | ||
Wilson Kelli Ann over a year ago Acquisition by Wilson Kelli Ann of 1470 shares of Heritage Financial subject to Rule 16b-3 |
Heritage Financial Outstanding Bonds
Heritage Financial issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Heritage Financial uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Heritage bonds can be classified according to their maturity, which is the date when Heritage Financial has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
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Heritage Financial Corporate Filings
13A | 14th of November 2024 The form used by investors holding more than 5% of a company's stock, to report their beneficial ownership pursuant to Rule 13d-1 or Rule 13d-2 under the Securities Exchange Act of 1934 | ViewVerify |
F4 | 7th of November 2024 The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities | ViewVerify |
10Q | 6th of November 2024 Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations | ViewVerify |
8K | 24th of October 2024 Report filed with the SEC to announce major events that shareholders should know about | ViewVerify |
Also Currently Popular
Analyzing currently trending equities could be an opportunity to develop a better portfolio based on different market momentums that they can trigger. Utilizing the top trending stocks is also useful when creating a market-neutral strategy or pair trading technique involving a short or a long position in a currently trending equity.When determining whether Heritage Financial offers a strong return on investment in its stock, a comprehensive analysis is essential. The process typically begins with a thorough review of Heritage Financial's financial statements, including income statements, balance sheets, and cash flow statements, to assess its financial health. Key financial ratios are used to gauge profitability, efficiency, and growth potential of Heritage Financial Stock. Outlined below are crucial reports that will aid in making a well-informed decision on Heritage Financial Stock:Check out Risk vs Return Analysis to better understand how to build diversified portfolios, which includes a position in Heritage Financial. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in housing. For information on how to trade Heritage Stock refer to our How to Trade Heritage Stock guide.You can also try the Money Managers module to screen money managers from public funds and ETFs managed around the world.
Is Regional Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Heritage Financial. If investors know Heritage will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Heritage Financial listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.35) | Dividend Share 0.91 | Earnings Share 1.08 | Revenue Per Share 5.885 | Quarterly Revenue Growth (0.17) |
The market value of Heritage Financial is measured differently than its book value, which is the value of Heritage that is recorded on the company's balance sheet. Investors also form their own opinion of Heritage Financial's value that differs from its market value or its book value, called intrinsic value, which is Heritage Financial's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Heritage Financial's market value can be influenced by many factors that don't directly affect Heritage Financial's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Heritage Financial's value and its price as these two are different measures arrived at by different means. Investors typically determine if Heritage Financial is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Heritage Financial's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.