ShareValue.ai

ShareValue scores for HFWA: Valuation 54, Quality 38, Growth 51, Health 65.

Heritage Financial Corporation logo

HFWA
NASDAQ

Heritage Financial Corporation

$27.52(-2.58%)
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Sentiment

Verdicts

Rating

Trap Risk

Return

6% to 17%
Valuation
54
Fair Value
Price vs Value
Quality
38
Weak
Business Strength
Growth
51
Moderate
Revenue & Earnings
Health
65
Moderate
Financial Stability
Momentum
63
Bullish
Price Trend

Company Details

About

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and its owners in the United States. It accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. The company also offers commercial business loans, including lines of credit, term equipment financing and term owner-occupied, and non-owner occupied CRE loans; real estate construction and land development loans, as well as residential construction loans, and commercial and multifamily construction loans; residential real estate loans; and originate loans that are guaranteed by the U.S. SBA, and secured and unsecured consumer loans and lines of credit. In addition, it provides investment advice, online banking, online statements, mobile banking with mobile deposit, Visa debit cards, and access. The company was formerly known as Heritage Financial Corporation, M.H.C. and changed its name to Heritage Financial Corporation in 1998. Heritage Financial Corporation was founded in 1927 and is headquartered in Olympia, Washington.

Score Analysis

AI Investment Thesis

Data as of:Jun 18, 2026
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Last calculated:Jun 18, 2026