# Heritage Financial Corp: overview

HFWA · Nasdaq · CIK 1046025 · [Financials](/sectors/financials.md) · fiscal year ends Dec 31

Pages: [Overview](/companies/hfwa.md) · [Financials](/companies/hfwa/financials.md) · [Filings](/companies/hfwa/filings.md) · [Insiders](/companies/hfwa/insiders.md)

Revenue is not reported in this company’s XBRL financial statements.

## Last eight quarters

| Line item | Unit | Q3 FY2024 (2024-09-30) | Q4 FY2024 (2024-12-31) | Q1 FY2025 (2025-03-31) | Q2 FY2025 (2025-06-30) | Q3 FY2025 (2025-09-30) | Q4 FY2025 (2025-12-31) | Q1 FY2026 (2026-03-31) | Q2 FY2026 (2026-06-30) |
| --- | --- | ---: | ---: | ---: | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [0.33](/filings/0001628280-25-050556.md) | not reported | [0.40](/filings/0001628280-26-032682.md) | [0.36](/filings/0001628280-26-054673.md) | [0.55](/filings/0001628280-25-050556.md) | not reported | [0.48](/filings/0001628280-26-032682.md) | [0.42](/filings/0001628280-26-054673.md) |
| Free cash flow | $m | [23.2 d](/filings/0001628280-25-050556.md) | [19.8 d](/filings/0001628280-26-012703.md) | [18.1](/filings/0001628280-26-032682.md) | [20.9 d](/filings/0001628280-26-054673.md) | [24.4 d](/filings/0001628280-25-050556.md) | [22.3 d](/filings/0001628280-26-012703.md) | [12.7](/filings/0001628280-26-032682.md) | [21.1 d](/filings/0001628280-26-054673.md) |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss. Derived values: 12-month figure less the 9-month figure.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment. Derived values: 9-month figure less the 6-month figure; 12-month figure less the 9-month figure; 6-month figure less the 3-month figure.

## Last five fiscal years

| Line item | Unit | FY2021 (2021-12-31) | FY2022 (2022-12-31) | FY2023 (2023-12-31) | FY2024 (2024-12-31) | FY2025 (2025-12-31) |
| --- | --- | ---: | ---: | ---: | ---: | ---: |
| Revenue | $m | not reported | not reported | not reported | not reported | not reported |
| Gross margin | % | not reported | not reported | not reported | not reported | not reported |
| Operating margin | % | not reported | not reported | not reported | not reported | not reported |
| Net margin | % | not reported | not reported | not reported | not reported | not reported |
| Diluted EPS | $ per share | [2.73](/filings/0001046025-24-000015.md) | [2.31](/filings/0001046025-25-000046.md) | [1.75](/filings/0001628280-26-012703.md) | [1.24](/filings/0001628280-26-012703.md) | [1.96](/filings/0001628280-26-012703.md) |
| Free cash flow | $m | [66.5](/filings/0001046025-24-000015.md) | [90.4](/filings/0001046025-25-000046.md) | [99.1](/filings/0001628280-26-012703.md) | [61.0](/filings/0001628280-26-012703.md) | [85.7](/filings/0001628280-26-012703.md) |

- Revenue. XBRL not reported.
- Gross margin (gross profit / revenue). XBRL not reported.
- Operating margin (operating income / revenue). XBRL not reported.
- Net margin (net income / revenue). XBRL Net income: us-gaap:NetIncomeLoss.
- Diluted EPS. XBRL Diluted EPS: us-gaap:EarningsPerShareDiluted.
- Free cash flow (operating cash flow − capital expenditure). XBRL Operating cash flow: us-gaap:NetCashProvidedByUsedInOperatingActivities; Capital expenditure: us-gaap:PaymentsToAcquirePropertyPlantAndEquipment.

Each value links to the filing it came from. d marks a derived value. A ratio is not reported when any input is missing.

## Insider purchases and sales

The last 20 open-market transactions on Form 4 (codes P and S). Reported price is as stated on the form, not a market price. [All insider transactions](/companies/hfwa/insiders.md)

None in coverage.

## Funds that report holding it

From each manager’s latest Form 13F, largest reported value first. Reported value is as filed: filing data, not a price. [All funds](/funds.md)

| Fund | Quarter ended | Reported value | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | --- | --- |
| [BlackRock, Inc.](/funds/2012383.md) | 2026-06-30 | $172.1m | 5,811,114 |  | Added +249,332 |
| [JENNISON ASSOCIATES LLC](/funds/53417.md) | 2026-06-30 | $104.8m | 3,538,159 |  | Added +324,686 |
| [VICTORY CAPITAL MANAGEMENT INC](/funds/1040188.md) | 2026-06-30 | $69.9m | 2,360,915 |  | Reduced −108,400 |
| [DIMENSIONAL FUND ADVISORS LP](/funds/354204.md) | 2026-06-30 | $60.6m | 2,044,399 |  | Added +87,922 |
| [STATE STREET CORP](/funds/93751.md) | 2026-06-30 | $58.7m | 1,982,257 |  | Added +185,732 |
| [VANGUARD CAPITAL MANAGEMENT LLC](/funds/2100119.md) | 2026-06-30 | $54.3m | 1,834,712 |  | Reduced −13,194 |
| [GEODE CAPITAL MANAGEMENT, LLC](/funds/1214717.md) | 2026-06-30 | $32.7m | 1,103,769 |  | Added +168,967 |
| [ALLIANCEBERNSTEIN L.P.](/funds/1109448.md) | 2026-06-30 | $29.5m | 1,136,479 |  | Reduced −8,441 |
| [VANGUARD PORTFOLIO MANAGEMENT LLC](/funds/2100121.md) | 2026-06-30 | $22.2m | 749,714 |  | Added +96,023 |
| [BASSWOOD CAPITAL MANAGEMENT, L.L.C.](/funds/1085393.md) | 2026-06-30 | $20.4m | 689,010 |  | Reduced −9,894 |

## Recent filings

[All 1,367 filings](/companies/hfwa/filings.md)

| Filed | Accepted | Form | What it is | Accession |
| --- | --- | --- | --- | --- |
| 2026-10-22 | 17:23 ET | [8-K](/filings/0001628280-26-066841.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-066841 |
| 2026-08-07 | 15:44 ET | [10-Q](/filings/0001628280-26-054673.md) | Quarterly report, period 2026-06-30 | 0001628280-26-054673 |
| 2026-07-23 | 21:08 ET | [8-K](/filings/0001628280-26-049439.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-049439 |
| 2026-05-08 | 16:55 ET | [10-Q](/filings/0001628280-26-032682.md) | Quarterly report, period 2026-03-31 | 0001628280-26-032682 |
| 2026-05-08 | 14:29 ET | [8-K](/filings/0001628280-26-032612.md) | 5.07 Shareholder vote results | 0001628280-26-032612 |
| 2026-04-23 | 21:05 ET | [8-K](/filings/0001628280-26-026904.md) | 2.02 Results of operations; 7.01 Regulation FD disclosure; 8.01 Other events; 9.01 Financial statements and exhibits | 0001628280-26-026904 |
| 2026-04-10 | 18:30 ET | [8-K/A](/filings/0001628280-26-024654.md) | 9.01 Financial statements and exhibits | 0001628280-26-024654 |
| 2026-03-23 | 22:09 ET | [8-K](/filings/0001628280-26-020261.md) | 8.01 Other events | 0001628280-26-020261 |
| 2026-03-20 | 12:58 ET | [DEF 14A](/filings/0001628280-26-019987.md) | Proxy statement, period 2026-03-20 | 0001628280-26-019987 |
| 2026-02-27 | 19:11 ET | [10-K](/filings/0001628280-26-012703.md) | Annual report, period 2025-12-31 | 0001628280-26-012703 |

## Latest annual report

[Form 10-K for the fiscal year ended Dec 31, 2025](/filings/0001628280-26-012703.md), filed Feb 27, 2026.

## Forecast league

Not in this season’s league. [This season’s league](/leagues.md)

## About the filer

- CIK: 1046025
- Tickers: HFWA
- Exchange: Nasdaq
- SIC code: 6036 Savings Institutions, Not Federally Chartered
- State of incorporation: WA
- Filer category: Large accelerated filer

Source: SEC EDGAR, XBRL company facts, the filing index and Forms 4. Last ingested by Listed: Oct 24, 2026, 15:31 ET. No prices; not investment advice.