Heritage Financial Corp. (Washington)

How big is Heritage Financial Corp. (Washington)?

As of Jun 18, Heritage Financial Corp. (Washington) has a market capitalization of 761.24 million and reported shareholder's funds of 863.53 million with total assets of 7,106.28 million.

As of Jun 18, Heritage Financial Corp. (Washington) has a market capitalization of 761.24 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of interest earned for the latest four quarters is 312.73 million, while the sum of net profit for the same period is 51.42 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds at 863.53 million and Total Assets amounting to 7,106.28 million.

What does Heritage Financial Corp. (Washington) do?

Heritage Financial Corporation is a micro-cap bank holding company focused on commercial business lending and banking activities, with a recent net sales of $77 million and a net profit of $14 million. It has a market cap of $761.24 million and key metrics include a P/E ratio of 15.00 and a return on equity of 5.83%.

Overview:<BR>Heritage Financial Corporation is a bank holding company engaged in commercial business lending and other banking activities within the Regional Banks industry, categorized as a micro-cap company.<BR><BR>Financial Snapshot:<BR>Most recent Net Sales: 77 Million (Quarterly Results - Mar 2025)<BR>Most recent Net Profit: 14 Million (Quarterly Results - Mar 2025)<BR>Market cap: USD 761.24 Million (Micro Cap)<BR><BR>Key Metrics:<BR>P/E: 15.00<BR>Dividend Yield: 0.00%<BR>Debt Equity: 0.00<BR>Return on Equity: 5.83%<BR>Price to Book: 0.86<BR><BR>Contact Details:<BR>Address: 201 5th Ave SW, PO Box 1578 OLYMPIA WA : 98501-1063<BR>Tel: 1 360 9431500<BR>Website: https://www.heritagebanknw.com/home/about/company-story

Should I buy, sell or hold Heritage Financial Corp. (Washington)?

Who are in the management team of Heritage Financial Corp. (Washington)?

As of March 2022, the management team of Heritage Financial Corp. (Washington) includes Executive Chairman Brian Vance, President and CEO Jeffrey Deuel, Lead Independent Director Brian Charneski, and Independent Directors Frederick Rivera, John Clees, Stephen Dennis, and Kimberly Ellwanger. They oversee the company's strategic direction and operations.

As of March 2022, the management team of Heritage Financial Corp. (Washington) includes the following individuals:<BR><BR>- Mr. Brian Vance, who serves as the Executive Chairman of the Board.<BR>- Mr. Jeffrey Deuel, who is the President, Chief Executive Officer, and a Director.<BR>- Mr. Brian Charneski, who holds the position of Lead Independent Director.<BR>- Mr. Frederick Rivera, who is a Director.<BR>- Mr. John Clees, who serves as an Independent Director.<BR>- Mr. Stephen Dennis, who is also an Independent Director.<BR>- Ms. Kimberly Ellwanger, who is another Independent Director. <BR><BR>This team is responsible for overseeing the company's strategic direction and operations.

Is Heritage Financial Corp. (Washington) overvalued or undervalued?

As of October 3, 2025, Heritage Financial Corp. is considered undervalued with a P/E ratio of 15 and a valuation grade upgrade to attractive, despite its stock returning 15.40% over the past year, which is below the S&P 500's 17.82% return.

As of 3 October 2025, the valuation grade for Heritage Financial Corp. (Washington) moved from fair to attractive, indicating a positive shift in its valuation outlook. The company appears to be undervalued, with a P/E ratio of 15, a Price to Book Value of 0.90, and an EV to EBITDA ratio of 12.94. In comparison to peers, Banc of California, Inc. has a P/E of 18.08, while Republic Bancorp, Inc. shows a lower P/E of 10.77, highlighting Heritage's relative attractiveness in the regional banking sector.<BR><BR>Despite recent challenges, Heritage Financial's stock has returned 15.40% over the past year, which lags behind the S&P 500's 17.82% return, and the 5-year return of 22.35% is significantly lower than the S&P 500's 100.56%. This performance suggests that while the stock is currently undervalued based on its ratios, it has not kept pace with broader market returns.

Is Heritage Financial Corp. (Washington) technically bullish or bearish?

As of October 3, 2025, Heritage Financial Corp. has shifted to a bullish trend, supported by positive weekly and monthly signals, despite some mixed indicators and underperformance compared to the S&P 500.

As of 3 October 2025, the technical trend for Heritage Financial Corp. (Washington) has changed from mildly bearish to bullish. The current technical stance is bullish, supported by weekly and monthly bullish signals in MACD and Bollinger Bands, along with a bullish daily moving average. However, the KST is bullish on a weekly basis but mildly bearish monthly, and the OBV shows a mildly bearish trend monthly. The stock has underperformed the S&P 500 in the short term, with a 1-week return of -1.03% compared to the S&P 500's 1.09%, and a year-to-date return of -0.47% versus the S&P 500's 14.18%.