HERITAGE FINANCIAL CORP /WA/(HFWA)Stock Analysis
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Pending next ranking run
This company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. Rankings refresh on Jan 1, Apr 1, Jul 1, Oct 1.
Financial data, filings, and institutional holdings below are still tracked in full — only the proprietary quality composite is unavailable for this name.
HFWA Stock Analysis & AI Quality Score
AI stock analysis and institutional research for HERITAGE FINANCIAL CORP /WA/ (HFWA), a Financials sector company. HFWA is not currently included in 13F Pro's AI-ranked quality universe — this company passes all size and coverage filters but hasn't been included in the latest quarterly ranking run. rankings refresh on jan 1, apr 1, jul 1, oct 1. Based on the latest XBRL financial filings (Q1 2026), HERITAGE FINANCIAL CORP /WA/ reports quarterly revenue of $77.9M, net income of $18.9M, an operating margin of 28.7%. Top institutional holders of HFWA by reported 13-F value include BlackRock,, JENNISON ASSOCIATES, VICTORY CAPITAL MANAGEMENT, based on the most recent SEC filings. HFWA trades on the Nasdaq exchange and files with the SEC under CIK 1046025. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate HFWA daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for HERITAGE FINANCIAL CORP /WA/ directly from SEC EDGAR.
Revenue
Q1 2026
$77.9M
Net Income
Q1 2026
$18.9M
Free Cash Flow
Q1 2026
$12.7M
Operating Margin
Q1 2026
28.7%
AI Insight: HFWA Ratio Trends
Heritage Financial's ROE surged to 9.7% in Q4 2025 but retreated to 6.8% in Q1 2026, signaling volatile profitability trends.
• ROE jumped from 5.5% in Q2 2025 to 9.7% in Q4 2025, then declined to 6.8% in Q1 2026.
• ROIC peaked at 11.2% in Q4 2025, up from 6.5% in Q2 2025, before falling to 8.0% in Q1 2026.
• ROA improved from 0.7% in Q2 2025 to 1.3% in Q4 2025, then dropped to 0.9% in Q1 2026.
⚠ Sharp quarterly volatility in profitability metrics suggests unstable earnings generation or seasonal factors.
⚠ Q1 2026 profitability retreat from Q4 2025 highs warrants monitoring for underlying trend direction.
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Available Research
13F Pro tracks comprehensive data for HERITAGE FINANCIAL CORP /WA/ including:
Top Institutional Holders of HFWA
BlackRock, Inc.
$144.6M5,561,782 shJENNISON ASSOCIATES LLC
$83.6M3,213,473 shVICTORY CAPITAL MANAGEMENT INC
$64.2M2,469,315 shDIMENSIONAL FUND ADVISORS LP
$50.9M1,956,477 shVANGUARD CAPITAL MANAGEMENT LLC
$48.0M1,847,906 shSTATE STREET CORP
$46.7M1,796,525 shALLIANCEBERNSTEIN L.P.
$27.1M1,144,920 shGEODE CAPITAL MANAGEMENT, LLC
$24.3M934,802 shBASSWOOD CAPITAL MANAGEMENT, L.L.C.
$18.2M698,904 shBoston Partners
$18.0M690,319 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $144.6M | 5,561,782 |
| JENNISON ASSOCIATES LLC | $83.6M | 3,213,473 |
| VICTORY CAPITAL MANAGEMENT INC | $64.2M | 2,469,315 |
| DIMENSIONAL FUND ADVISORS LP | $50.9M | 1,956,477 |
| VANGUARD CAPITAL MANAGEMENT LLC | $48.0M | 1,847,906 |
| STATE STREET CORP | $46.7M | 1,796,525 |
| ALLIANCEBERNSTEIN L.P. | $27.1M | 1,144,920 |
| GEODE CAPITAL MANAGEMENT, LLC | $24.3M | 934,802 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $18.2M | 698,904 |
| Boston Partners | $18.0M | 690,319 |
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Popular Research
Is HFWA a good stock to buy?
13F Pro's AI-powered analysis of HERITAGE FINANCIAL CORP /WA/ (HFWA) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on Nasdaq). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for HFWA are available on the HFWA stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own HFWA?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling HFWA. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of HERITAGE FINANCIAL CORP /WA/'s investment landscape.