Company Heritage Financial Corporation

HFWA

US42722X1063

Banks

Analysts' Consensus

Business Summary

Sales per Business

Sales per region

Managers

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Company contact information

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Ratings for Heritage Financial Corporation

EPS Revisions

Quarterly earnings - Rate of surprise

Sector Other Banks

Market Closed - Nasdaq Other stock markets 04:00:00 2024-04-29 pm EDT			5-day change	1st Jan Change
17.66 ^USD	-1.18%		-2.54%	-17.44%

Apr. 26	Tranche Update on Heritage Financial Corporation's Equity Buyback Plan announced on March 12, 2020.	CI
Apr. 26	Heritage Financial Corporation announces an Equity Buyback for 1,700,000 shares, representing 5% of its issued share capital.	CI

Heritage Financial Corporation is a bank holding company. The Company is primarily engaged in the business of planning, directing, and coordinating the business activities of its wholly owned subsidiary, Heritage Bank (the Bank). Its business consists primarily commercial lending and deposit relationships with small and medium-sized businesses and their owners in its market areas and attracting deposits from the general public. It also makes real estate construction and land development loans, consumer loans and residential real estate loans for sale or investment purposes on residential properties located primarily in its market. It offers a full range of products and services to customers for personal and business banking needs designed to attract both short-term and long-term deposits. It also offers investment advice through a wealth management department that provides objective advice from trusted advisers. The Bank conducts business from its approximately 50 branch offices.

Number of employees: 765

USD in Million	2022	Weight	2023	Weight	Delta
Banking and Related Activities 100.0 %	249	100.0 %	244	100.0 %	-2.07%

USD in Million	2022	Weight	2023	Weight	Delta
United States 100.0 %	249	100.0 %	244	100.0 %	-2.07%

Managers	Title	Age	Since
Jeffrey Deuel CEO	Chief Executive Officer	65	10-02-23
Brian Vance CHM	Chairman	69	95-12-31
Donald Hinson DFI	Director of Finance/CFO	63	04-12-31
Thomas Henning PRN	Corporate Officer/Principal	-	-
Bill Glasby		-	-
Anthony Chalfant PRN	Corporate Officer/Principal	62	20-06-30
Bryan McDonald PRN	Corporate Officer/Principal	53	14-04-30
Sabrina Robison HRO	Human Resources Officer	-	-
Kaylene M. Lahn SEC	Corporate Secretary	-	04-12-31

Members of the board	Title	Age	Since
Brian Charneski BRD	Director/Board Member	62	99-12-31
Jeffrey Lyon BRD	Director/Board Member	71	00-12-31
Brian Vance CHM	Chairman	69	95-12-31
Deborah Gavin BRD	Director/Board Member	67	12-12-31
Kimberly Ellwanger BRD	Director/Board Member	64	05-12-31
Jeffrey Deuel CEO	Chief Executive Officer	65	10-02-23
Ann Watson BRD	Director/Board Member	62	12-10-29
Trevor Dryer BRD	Director/Board Member	45	21-12-31
Frederick Rivera BRD	Director/Board Member	55	20-12-16
Gail Giacobbe BRD	Director/Board Member	55	21-12-31

	Vote	Quantity	Free-Float	Company-owned shares	Total Float
Stock A	1	34,689,843	34,028,756 ( 98.09 %)	0	98.09 %

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AllianceBernstein LP 5.705 %	1,991,278	5.705 %	39 M $
Dimensional Fund Advisors LP 4.967 %	1,733,722	4.967 %	34 M $
STATE STREET CORPORATION 4.631 %	1,616,414	4.631 %	31 M $
Charles Schwab Investment Management, Inc. 2.890 %	1,008,656	2.890 %	20 M $
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Geode Capital Management LLC 2.217 %	773,794	2.217 %	15 M $
Ameriprise Financial Services LLC 1.508 %	526,429	1.508 %	10 M $

Heritage Financial Corp. (Washington)

201 5th Avenue SW

98501-1063, Olympia

http://www.hf-wa.com

address Heritage Financial Corporation(HFWA)

Trading Rating

Investor Rating

ESG Refinitiv

B-

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Sell

Buy

Mean consensus

OUTPERFORM

Number of Analysts

Last Close Price

17.66 USD

Average target price

21.4 USD

Spread / Average Target

+21.18%

Consensus

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