HFWA
Heritage Financial Corporation
NasdaqGS Financial Services United States
27,88 $US
-0.92% today
+17.64% YTD · +14.31% 1Y
3
Insider transactions
SEC Form 4 · AMF · BaFin — rolling 90 days
12
Hedge funds tracked
Latest available SEC 13F filings
69
/ 100
STRONG

Analysis Heritage Financial Corporation (HFWA) — Kairos Score 69/100

Composite score aggregating 8 smart money dimensions: insiders (SEC/AMF/BaFin), hedge funds, politicians & gurus, price momentum, valuation, analyst consensus, financial health, earnings momentum. The higher the score, the more favorable the institutional signals consensus.

💡 Detailed breakdown (the 8 sub-scores) available in the Premium dashboard.

About Heritage Financial Corporation

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.

Key info

👔
CEO
Mr. Bryan D. McDonald
📍
HQ
201 Fifth Avenue SW, Olympia, WA, 98501, United States
👥
Employees
976
💰
Market cap
1 151 363 800,00 $US
📊
P/E
14.8
💸
Dividend yield
2.98%

🕴️ Insider activity (90 days)

3 transactions — 0 buys and 3 sales reported by Heritage Financial Corporation executives.

RF
Rivera Frederick B
2026-09-15
Sell
CB
CHARNESKI BRIAN
2026-09-03
Sell
RM
Ray Matthew T.
EVP Chief Lending Officer · 2026-08-13
Sell

🏦 Hedge Funds

12 institutional funds report a position on HFWA in their latest SEC quarterly filing.

GEODE CAPITAL MANAGEMENT, LLC
Bank of New York Mellon Corp
Russell Investments Group, Ltd.
AMERIPRISE FINANCIAL INC
TIAA CREF INVESTMENT MANAGEMENT LLC

📰 Recent news

11 recent articles on HFWA.

🧠 What makes Kairos Insider

Beyond raw data, we aggregate and score every smart money signal to give you a unique view.

🧠

Kairos Score 0-100

8-dimension composite score: insiders · hedge funds · politicians · momentum · valuation · health · analysts · earnings.

🎯

Insider Clusters

Detection of clustered purchases or sales by several executives in the same stock.

🏦

13F Hedge Funds

Berkshire, Pershing Square, Tiger Global, Bridgewater and other reporting funds.

📈

ETF Rotations

NANC & GOP (Pelosi & Republicans), GURU (top hedge funds), ARK (Cathie Wood). See who enters and exits each week.

🔥

Google Trends

Spot marked changes in search interest around the stocks being followed.

📧

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Companies in the same sector as Heritage Financial Corporation

Official sources · Public data · SEC EDGAR — Form 4 & 13F · AMF — Executive filings · BaFin — Directors' Dealings · Yahoo Finance · Alpha Vantage

🔓 Unlock the full analysis

This public page only shows a preview. The full analysis of HFWA on the Kairos Insider dashboard includes:

✅ Full Kairos Score (8-axis radar + synthesis)
✅ History of all 3 insider transactions over 90 days
✅ All 12 detected institutional funds
✅ Thematic ETFs (ARK, BUZZ, NANC, GOP, JEPI…)
✅ Hot Stocks Google Trends
✅ Available history: AUM + rotations
✅ Fundamentals (P/E, PEG, EV/EBITDA, ROE…)
✅ Financial health (Altman Z, Piotroski F)
✅ Sector peers + recent earnings
See full analysis →
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