HERITAGE FINANCIAL CORP /WA/ (HFWA) Stock
HFWA has an Alpha Score of 65 out of 100 (moderate), computed on Nov 7, 2026 from 3 of 4 sub-scores. 3 of the hedge funds AlphaScala tracks reported HFWA in 13F filings for the quarter ended Jun 30, 2026; the largest reported position is Renaissance Technologies's at $3.92M. Company insiders reported 0 open-market buys and 3 sales on SEC Form 4 in the 90 days to Nov 9, 2026. Its trailing P/E ratio is 15.3 and its net margin 29.7% (key statistics as of Oct 30, 2026).
What is HFWA's Alpha Score?
How it works →Alpha Score of 65 reflects moderate overall profile with moderate momentum, strong value, strong quality. Based on 3 of 4 signals – score is capped at 90 until remaining data ingests.
Computed from 3 of 4 sub-scores; a sub-score is left out when its inputs are missing, and the composite is capped accordingly.
Computed Nov 7, 2026
A rules-based research rating, not a recommendation to buy or sell.
Which hedge funds own HFWA?
From 13F filings| Fund | Shares Held | Position Value | Change vs prior Q |
|---|---|---|---|
| Renaissance Technologies Jim Simons (founder) | 132K | $3.92M | -30% |
| Millennium Management Israel Englander | 24K | $711.6K | NEW |
| D.E. Shaw David Shaw | 23K | $692.3K | NEW |
13F holdings as of Jun 30, 2026
Explore all tracked funds →Are HERITAGE FINANCIAL CORP /WA/ insiders buying or selling?
SEC Form 4 filings| Date | Insider | Role | Type | Shares | Value |
|---|---|---|---|---|---|
| Sep 15, 26 | Rivera Frederick B | Director | SELL | 1.3K | $37K |
| Sep 3, 26 | Charneski Brian | Director | SELL | 13.7K | $399K |
| Aug 13, 26 | Ray Matthew T. | EVP Chief Lending Officer | SELL | 3.7K | $111K |
| Aug 5, 26 | Chalfant Tony | EVP Chief Credit Officer | SELL | 3.2K | $97K |
| Aug 5, 26 | Lyon Jeffrey S | Director | SELL | 10.0K | $300K |
| Jul 30, 26 | Wilson Kelli Ann | EVP Chief Banking Officer | SELL | 3.8K | $112K |
SEC Form 4 filings as of Nov 9, 2026
See cluster-buy signals across all tickers →What are HFWA's key statistics?
Key statistics as of Oct 30, 2026
How does HFWA's valuation compare with the Financials sector?
| Metric | HFWA | Financials median | Companies in median |
|---|---|---|---|
| P/E ratio | 15.3 | 12.8 | 242 |
| Net margin | 29.71% | 20.71% | 227 |
| Return on equity | 7.32% | 12.34% | 255 |
| Dividend yield (payers) | 5.07% | 3.28% | 189 |
Medians over the Financials stocks whose key statistics were refreshed in the last 35 days (newest Nov 10, 2026). P/E excludes loss-making companies.
HFWA price chart
Powered by TradingViewWhat does HERITAGE FINANCIAL CORP /WA/ do?
Heritage Financial Corp. is a banking institution engaged in providing a broad array of financial services primarily to small and medium-sized businesses and individuals. As a cornerstone of community banking, the corporation operates through its network of branches, offering traditional banking products such as loans, deposit accounts, and mortgages. Heritage Financial Corp. is notable for its focus on relationship-driven services, aiming to foster long-term customer loyalty by understanding and addressing the specific needs of its clientele. The institution's operations significantly impact the local economies where it is active, supporting economic growth through business lending and personal financial solutions. In the financial market, Heritage Financial Corp. plays a crucial role by maintaining sound banking practices, thereby ensuring stability and earning confidence from its stakeholders. Its strategic initiatives are often centered around technological advancements and community investment, seeking to balance profitability with societal contributions.