Heritage FinancialHFWA
About: Heritage Financial Corp is a bank holding company. The company through its subsidiary provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as noninterest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
Employees: 761
Fund manager confidence
Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)
40% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 15
13% more capital invested
Capital invested by funds: $602M [Q3] → $678M (+$76M) [Q4]
2% more funds holding
Funds holding: 165 [Q3] → 169 (+4) [Q4]
0.06% more ownership
Funds ownership: 79.74% [Q3] → 79.8% (+0.06%) [Q4]
16% less repeat investments, than reductions
Existing positions increased: 51 | Existing positions reduced: 61
71% less call options, than puts
Call options by funds: $5K | Put options by funds: $17K
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Piper Sandler Matthew Clark 31% 1-year accuracy 9 / 29 met price target | 36%upside $31 | Overweight Maintained | 28 Apr 2025 |
Keefe, Bruyette & Woods Kelly Motta 50% 1-year accuracy 9 / 18 met price target | 14%upside $26 | Market Perform Maintained | 28 Apr 2025 |
Financial journalist opinion
Based on 6 articles about HFWA published over the past 30 days
