Heritage Financial Corporation
Heritage Financial Corporation (Nasdaq: HFWA) is a bank holding company whose principal business is conducted through Heritage Bank, its single reportable segment. The bank provides commercial lending and deposit services to small and medium-sized businesses and their owners, as well as personal banking, real estate… From the company’s description.
Over the twelve months to Sep 30, 2026, Heritage Financial Corporation reported revenue of $314.90M, up 33.0% from a year earlier, and net income of $77.45M. Its pre-tax margin was 28.9%. In fiscal 2025, it reported revenue of $246.14M, up 13.5% from fiscal 2024, and net income of $67.53M.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Heritage Financial Corporation does
In the company’s own words
Heritage Financial Corporation (Nasdaq: HFWA) is a bank holding company whose principal business is conducted through Heritage Bank, its single reportable segment. The bank provides commercial lending and deposit services to small and medium-sized businesses and their owners, as well as personal banking, real estate construction and land development loans, consumer lending, and wealth management advice. Its commercial products include business lines of credit, equipment financing, commercial real estate loans, and government-guaranteed loans; retail services include checking, savings, money market, and certificate of deposit accounts. At December 31, 2025, commercial business loans totaled $3.91 billion, or 81.7% of loans receivable. The bank operates branches across Washington, the greater Portland area, Eugene, Oregon, and Boise, Idaho, and does business as Whidbey Island Bank on Whidbey Island. On January 31, 2026, Heritage acquired Olympic Bancorp and its subsidiary Kitsap Bank, adding 16 Washington branches; Kitsap Bank operates as a division of Heritage Bank. Its website is www.hf-wa.com.
Company details
- Sector
- Financials
- Industry (SIC)
- Banks & Brokers
- Headquarters
- OLYMPIA, WA
- Fiscal year end
- December
- CIK
- 1046025
- SIC
- 6036
Financial performance, year by year
Fiscal 2011–2025 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Heritage Financial Corporation — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Largest fund holders · Heritage Financial Corporation’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Could not be determined for this company: bond issues.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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