Heritage Financial (HFWA) Stock Analysis & Price (Updated Oct 16, 2026, 4:00 PM ET)
Updated Oct 16, 2026, 4:00 PM ET
- Closed at $27.55, +0.47% vs the prior close of $27.42.
- Volume 307.09K shares, 0.8x its 50-day average.
- No new SEC filings since the prior session.
- No new insider buys or sales reported since the prior session.
HFWA rises 0.5% to $27.55. Closed at $27.55, +0.47% vs the prior close of $27.42. Day range $27.43–$28.00, opened at $27.43.
HFWA daily analysis — what happened
A plain-English, data-only note written after every US trading day. Newest first; older days stay archived below.
Oct 16, 2026 — HFWA rises 0.5% to $27.55
- Closed at $27.55, +0.47% vs the prior close of $27.42. Day range $27.43–$28.00, opened at $27.43.
- Volume was 307.09K shares, 0.8x its 50-day average of 361.29K.
- Price is -3.2% vs its 50-day average ($28.45) and -0.1% vs its 200-day average ($27.58).
- 52-week range $21.32–$31.25; today's close sits at 63% of that range, 11.8% below the 52-week high.
Oct 15, 2026 — HFWA rises 2.0% to $27.42
- Closed at $27.42, +2.01% vs the prior close of $26.88. Day range $26.93–$27.45, opened at $27.06.
- Volume was 286.60K shares, 0.8x its 50-day average of 362.80K.
- Price is -3.8% vs its 50-day average ($28.49) and -0.5% vs its 200-day average ($27.56).
- 52-week range $21.32–$31.25; today's close sits at 61% of that range, 12.3% below the 52-week high.
Oct 14, 2026 — HFWA dips 0.8% to $26.88, a 3-month low
- Closed at $26.88, -0.78% vs the prior close of $27.09. Day range $26.57–$27.01, opened at $26.66.
- Volume was 316.70K shares, 0.9x its 50-day average of 364.75K.
- Price is -5.8% vs its 50-day average ($28.54) and -2.4% vs its 200-day average ($27.55).
- 52-week range $21.32–$31.25; today's close sits at 56% of that range, 14.0% below the 52-week high.
Oct 13, 2026 — HFWA dips 0.6% to $27.09, a 3-month low
- Closed at $27.09, -0.55% vs the prior close of $27.24. Day range $26.91–$27.49, opened at $27.34.
- Volume was 263.30K shares, 0.7x its 50-day average of 367.14K.
- Price is -5.3% vs its 50-day average ($28.62) and -1.6% vs its 200-day average ($27.53).
- 52-week range $21.32–$31.25; today's close sits at 58% of that range, 13.3% below the 52-week high.
Oct 12, 2026 — HFWA ends flat (+0.3%) to $27.24
- Closed at $27.24, +0.29% vs the prior close of $27.16. Day range $27.15–$27.38, opened at $27.16.
- Volume was 159.90K shares, 0.4x its 50-day average of 372.69K — lighter than usual.
- Price is -5.0% vs its 50-day average ($28.67) and -1.0% vs its 200-day average ($27.52).
- 52-week range $21.32–$31.25; today's close sits at 60% of that range, 12.8% below the 52-week high.
Oct 9, 2026 — HFWA dips 1.5% to $27.16, a 3-month low
- Closed at $27.16, -1.49% vs the prior close of $27.57. Day range $27.12–$27.48, opened at $27.47.
- Volume was 196.70K shares, 0.5x its 50-day average of 377.75K — lighter than usual.
- Price is -5.4% vs its 50-day average ($28.72) and -1.3% vs its 200-day average ($27.51).
- 52-week range $21.32–$31.25; today's close sits at 59% of that range, 13.1% below the 52-week high.
Oct 8, 2026 — HFWA rises 1.2% to $27.57
- Closed at $27.57, +1.21% vs the prior close of $27.24. Day range $27.04–$27.58, opened at $27.19.
- Volume was 362.50K shares, 1.0x its 50-day average of 380.87K.
- Price is -4.2% vs its 50-day average ($28.77) and +0.3% vs its 200-day average ($27.50).
- 52-week range $21.32–$31.25; today's close sits at 63% of that range, 11.8% below the 52-week high.
Oct 7, 2026 — HFWA dips 1.6% to $27.24, a 3-month low, 3 down days in a row
- Closed at $27.24, -1.63% vs the prior close of $27.69. Day range $27.10–$27.43, opened at $27.32.
- Volume was 266.00K shares, 0.7x its 50-day average of 383.35K.
- Price is -5.5% vs its 50-day average ($28.82) and -0.9% vs its 200-day average ($27.48).
- 52-week range $21.32–$31.25; today's close sits at 60% of that range, 12.8% below the 52-week high.
- That makes 3 straight losses.
Oct 6, 2026 — HFWA dips 0.7% to $27.69
- Closed at $27.69, -0.68% vs the prior close of $27.88. Day range $27.65–$28.06, opened at $27.99.
- Volume was 326.90K shares, 0.8x its 50-day average of 386.56K.
- Price is -4.1% vs its 50-day average ($28.87) and +0.8% vs its 200-day average ($27.48).
- 52-week range $21.32–$31.25; today's close sits at 64% of that range, 11.4% below the 52-week high.
Oct 5, 2026 — HFWA dips 0.9% to $27.88
- Closed at $27.88, -0.92% vs the prior close of $28.14. Day range $27.79–$28.14, opened at $28.09.
- Volume was 369.00K shares, 0.9x its 50-day average of 394.22K.
- Price is -3.6% vs its 50-day average ($28.91) and +1.5% vs its 200-day average ($27.47).
- 52-week range $21.32–$31.25; today's close sits at 66% of that range, 10.8% below the 52-week high.
Oct 2, 2026 — HFWA rises 0.9% to $28.14
- Closed at $28.14, +0.90% vs the prior close of $27.89. Day range $27.91–$28.48, opened at $28.21.
- Volume was 370.30K shares, 0.9x its 50-day average of 408.83K.
- Price is -2.8% vs its 50-day average ($28.96) and +2.5% vs its 200-day average ($27.45).
- 52-week range $21.32–$31.25; today's close sits at 69% of that range, 10.0% below the 52-week high.
HFWA latest news & SEC filings
Every SEC filing by or about HFWA in the last 120 days, explained in plain English. Updated daily, with a same-day refresh for new filings.
Oct 8, 2026 · Form SCHEDULE 13G — Passive stake (13G)
Passive stake (13G) — an investor reported owning more than 5%
Filed by an outside investor (not the company). It reports a holding of more than 5% of a share class; percentage and holder name are in the filing.
Sep 15, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Rivera Frederick B sold 1,300 shares at $28.57 (≈$37.14K) on Sep 15, 2026
- Rivera Frederick B sold 1,300 shares at $28.57 (≈$37.14K) on Sep 15, 2026
- Rivera Frederick B sold 1,300 shares at $28.57 (≈$37.14K) on Sep 15, 2026
- Rivera Frederick B sold 1,300 shares at $28.57 (≈$37.14K) on Sep 15, 2026
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Sep 3, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Charneski Brian sold 13,675 shares at $29.18 (≈$399.04K) on Sep 3, 2026
- Charneski Brian sold 13,675 shares at $29.18 (≈$399.04K) on Sep 3, 2026
- Charneski Brian sold 13,675 shares at $29.18 (≈$399.04K) on Sep 3, 2026
- Charneski Brian sold 13,675 shares at $29.18 (≈$399.04K) on Sep 3, 2026
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Aug 13, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
Insider holdings update with no common-stock transactions in the table (often options or derivative awards only).
Aug 13, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Ray Matthew T. sold 3,692 shares at $30.10 (≈$111.13K) on Aug 13, 2026
- Ray Matthew T. sold 3,692 shares at $30.10 (≈$111.13K) on Aug 13, 2026
- Ray Matthew T. sold 3,692 shares at $30.10 (≈$111.13K) on Aug 13, 2026
- Ray Matthew T. sold 3,692 shares at $30.10 (≈$111.13K) on Aug 13, 2026
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Aug 7, 2026 · Form 10-Q — Quarterly report
Quarterly report (unaudited financial statements for the quarter)
Quarter ended Jun 30, 2026:
- Net income: $17.55M (prior year $12.21M) (+43.6% vs Jun 30, 2025)
- Diluted EPS: $0.42 (prior year $0.36) (+16.7% vs Jun 30, 2025)
Aug 6, 2026 · Form 144 — Planned insider sale
Notice of proposed sale (Form 144) — an insider or affiliate plans to sell restricted or control shares
A notice of intent, not a completed sale. Any actual sale by a director or officer shows up later on Form 4.
Aug 5, 2026 · Form 4 — Insider trade
Insider trade report (Form 4) — a director, officer or 10%+ owner changed their holdings
- Lyon Jeffrey S sold 10,000 shares at $30.00 (≈$300.00K) on Aug 5, 2026
- Lyon Jeffrey S sold 10,000 shares at $30.00 (≈$300.00K) on Aug 5, 2026
- Lyon Jeffrey S sold 10,000 shares at $30.00 (≈$300.00K) on Aug 5, 2026
- Lyon Jeffrey S sold 10,000 shares at $30.00 (≈$300.00K) on Aug 5, 2026
Open-market purchases (P) and sales (S) are shown in colour; awards, exercises and tax withholding are routine pay-related moves. Many sales are pre-planned under 10b5-1 plans.
Jul 23, 2026 · Form 8-K — Major event / current report
Current report — a filing companies must make within 4 business days of a major event
- Item 2.02 — Reported results of operations (earnings release).
- Item 7.01 — Released information under Regulation FD (e.g. a presentation or press release).
- Item 8.01 — Reported other events the company considers important.
This is a results-day filing: the earnings press release is attached as an exhibit.
Things to know before you trade HFWA
- Last results release: Jul 23, 2026 (8-K Item 2.02). Previous ones: Apr 23, 2026, Jan 22, 2026, Oct 23, 2025. Based on that rhythm, the next report is likely around Oct 22, 2026 — an estimate, not a confirmed date.
- How much it moves: over the last 20 sessions the average daily move was 0.99% (largest 2.0%). That is a relatively calm stock.
- Liquidity: about 339.34K shares (≈$9.35M) trade per day on average.
- 52-week position: $27.55 vs a range of $21.32–$31.25 (63% of the range).
- Dividends: last ex-dividend date Aug 5, 2026 ($0.25/share); 4 payments in the past 12 months.
- Splits: none in the last 2 years.
- Insider trades (Form 4, last 12 months, recent 25 shown): 0 open-market buys, 25 sales; latest: Frederick B Rivera sold 1,300 shares on Sep 15, 2026.
- Latest filings: 10-Q Aug 7, 2026; 8-K Jul 23, 2026; 10-Q May 8, 2026.
- Share count: 40.92M shares outstanding (Jul 29, 2026), +20.5% vs a year earlier — notable dilution.
- Listing: Nasdaq · industry: Savings Institutions, Not Federally Chartered.
HFWA market data (last 20 sessions)
| Date | Open | High | Low | Close | Volume |
|---|---|---|---|---|---|
| Oct 16, 2026 | 27.43 | 28.00 | 27.43 | 27.55 | 307.09K |
| Oct 15, 2026 | 27.06 | 27.45 | 26.93 | 27.42 | 286.60K |
| Oct 14, 2026 | 26.66 | 27.01 | 26.57 | 26.88 | 316.70K |
| Oct 13, 2026 | 27.34 | 27.49 | 26.91 | 27.09 | 263.30K |
| Oct 12, 2026 | 27.16 | 27.38 | 27.15 | 27.24 | 159.90K |
| Oct 9, 2026 | 27.47 | 27.48 | 27.12 | 27.16 | 196.70K |
| Oct 8, 2026 | 27.19 | 27.58 | 27.04 | 27.57 | 362.50K |
| Oct 7, 2026 | 27.32 | 27.43 | 27.10 | 27.24 | 266.00K |
| Oct 6, 2026 | 27.99 | 28.06 | 27.65 | 27.69 | 326.90K |
| Oct 5, 2026 | 28.09 | 28.14 | 27.79 | 27.88 | 369.00K |
| Oct 2, 2026 | 28.21 | 28.48 | 27.91 | 28.14 | 370.30K |
| Oct 1, 2026 | 27.47 | 27.95 | 26.97 | 27.89 | 474.20K |
| Sep 30, 2026 | 27.91 | 28.03 | 27.35 | 27.63 | 428.40K |
| Sep 29, 2026 | 28.16 | 28.32 | 27.69 | 27.81 | 339.60K |
| Sep 28, 2026 | 28.52 | 28.53 | 28.07 | 28.16 | 370.70K |
| Sep 25, 2026 | 28.26 | 28.61 | 28.26 | 28.57 | 419.80K |
| Sep 24, 2026 | 28.00 | 28.34 | 27.84 | 28.25 | 422.60K |
| Sep 23, 2026 | 28.26 | 28.48 | 27.92 | 27.95 | 352.90K |
| Sep 22, 2026 | 28.28 | 28.76 | 28.16 | 28.22 | 486.70K |
| Sep 21, 2026 | 28.20 | 28.38 | 28.00 | 28.00 | 267.00K |
About Heritage Financial
Heritage Financial (HFWA) is listed on the Nasdaq and classified by the SEC under “Savings Institutions, Not Federally Chartered”. Its business address is in OLYMPIA, WA. State of incorporation: WA. Fiscal year ends December 31. SEC CIK 1046025.
HFWA board of directors & executives
From SEC Form 3/4/5 insider filings made in the last 12 months (date = latest filing).
Directors
| Name | Role | Latest filing |
|---|---|---|
| Scott Tanton Allan | Director | Jun 17, 2026 |
| Brian Charneski | Director | Sep 3, 2026 |
| Trevor D. Dryer | Director | Jun 17, 2026 |
| Kimberly T Ellwanger | Director | Jun 17, 2026 |
| Gail B. Giacobbe | Director | Jun 17, 2026 |
| Jeffrey S Lyon | Director | Aug 5, 2026 |
| Frederick B Rivera | Director | Sep 15, 2026 |
| Karen R Saunders | Director | Jun 17, 2026 |
| Brian L Vance | Director | Jun 17, 2026 |
| Ann Watson | Director | Jun 17, 2026 |
Executive officers
| Name | Title | Latest filing |
|---|---|---|
| Nicholas M Bley | EVP Chief Operating Officer | Feb 27, 2026 |
| Tony Chalfant | EVP Chief Credit Officer | Aug 5, 2026 |
| Amy E. Curran | EVP Director Commercial Lend | Jun 15, 2026 |
| William Glasby | EVP Chief Information Officer | Aug 13, 2026 |
| Thomas J Henning | EVP Chief Risk Officer | Mar 18, 2026 |
| Donald Hinson | EVPand Chief Financial Officer | Jun 10, 2026 |
| Bryan Mcdonald | President | Mar 18, 2026 |
| Matthew T. Ray | EVP Chief Lending Officer | Aug 13, 2026 |
| Sabrina C Robison | EVP Chief HR Officer | May 4, 2026 |
| Kelli Ann Wilson | EVP Chief Banking Officer | Jul 30, 2026 |
Recent insider buys & sales
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| Sep 15, 2026 | Frederick B Rivera | Sale | 1,300 | $28.57 |
| Sep 15, 2026 | Frederick B Rivera | Sale | 1,300 | $28.57 |
| Sep 15, 2026 | Frederick B Rivera | Sale | 1,300 | $28.57 |
| Sep 15, 2026 | Frederick B Rivera | Sale | 1,300 | $28.57 |
| Sep 3, 2026 | Brian Charneski | Sale | 13,675 | $29.18 |
| Sep 3, 2026 | Brian Charneski | Sale | 13,675 | $29.18 |
| Sep 3, 2026 | Brian Charneski | Sale | 13,675 | $29.18 |
| Sep 3, 2026 | Brian Charneski | Sale | 13,675 | $29.18 |
| Aug 13, 2026 | Matthew T. Ray | Sale | 3,692 | $30.10 |
| Aug 13, 2026 | Matthew T. Ray | Sale | 3,692 | $30.10 |
| Aug 13, 2026 | Matthew T. Ray | Sale | 3,692 | $30.10 |
| Aug 13, 2026 | Matthew T. Ray | Sale | 3,692 | $30.10 |
| Aug 5, 2026 | Jeffrey S Lyon | Sale | 10,000 | $30.00 |
| Aug 5, 2026 | Jeffrey S Lyon | Sale | 10,000 | $30.00 |
| Aug 5, 2026 | Jeffrey S Lyon | Sale | 10,000 | $30.00 |
HFWA financials (annual, from XBRL filings)
| Fiscal year end | Revenue | Net income | Diluted EPS | Operating cash flow |
|---|---|---|---|---|
| Dec 31, 2025 | — | $67.53M | 1.96 | $94.82M |
| Dec 31, 2024 | — | $43.26M | 1.24 | $64.48M |
| Dec 31, 2023 | — | $61.76M | 1.75 | $109.52M |
| Dec 31, 2022 | — | $81.88M | 2.31 | $94.46M |
| Dec 31, 2021 | — | $98.03M | 2.73 | $69.53M |
Latest balance sheet: total assets $8.43B, total liabilities $7.32B, cash $204.38M (as of Jun 30, 2026).
HFWA earnings / results-day log
| Date | Filing | Close that day |
|---|---|---|
| Jul 23, 2026 | 8-K Item 2.02 (results) | $30.29 |
| Apr 23, 2026 | 8-K Item 2.02 (results) | $27.70 |
| Jan 22, 2026 | 8-K Item 2.02 (results) | $28.14 |
| Oct 23, 2025 | 8-K Item 2.02 (results) | $23.05 |
| Jul 24, 2025 | 8-K Item 2.02 (results) | $23.25 |
| Apr 24, 2025 | 8-K Item 2.02 (results) | $22.99 |
| Jan 23, 2025 | 8-K Item 2.02 (results) | $24.85 |
| Oct 24, 2024 | 8-K Item 2.02 (results) | $22.36 |
| Jul 25, 2024 | 8-K Item 2.02 (results) | — |
| Apr 26, 2024 | 8-K Item 2.02 (results) | — |
| Jan 29, 2024 | 8-K Item 2.02 (results) | — |
| Oct 19, 2023 | 8-K Item 2.02 (results) | — |
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Information only, not investment advice. BuyMeWhiskey is not a registered investment adviser or broker-dealer; nothing here is a recommendation to buy, sell or hold any security, and there are no price targets. Data comes from SEC EDGAR filings and public end-of-day market data and may be delayed or contain errors. Verify with the company's filings before making decisions. Prices: end-of-day data as of Oct 16, 2026, 4:00 PM ET. Filings: SEC EDGAR. Updated after every US trading day.