Lumida
/HFWA
⌘K
Heritage Financial Corp

Heritage Financial Corp

HFWA
$30.52USD-2.34%-0.73 today

MARKET CAP

1.3B

P/E (TTM)

15.0x

FWD P/E

11.6x

DAY RANGE

$30 – $31

52W RANGE

$21
$31

AI Summary

Stalk
StalkMedium

HFWA remains in a clear Stage 2 – Advancing regime with sustained HH/HL and Parabola acceleration above rising EMAs. The medium‐term bias is firmly bullish, reinforced by continuation patterns, but price is extended and marked as extreme overbought. Execution is best deferred: wait for a pullback into the rising 9/21 EMAs or prior breakout zone before initiating a long entry.

  • Q1 total loans increased $939M, driven by Olympic merger’s $954M loan addition
  • Net interest margin improved to 3.96% from 3.72%, boosted by higher loan yields
  • Non-interest expenses forecast at $64–65M in Q2-Q3, pressuring margins
Full analysis →
Insider Trades58 trades
DateSideTickerInsiderRoleSharesPriceMkt Cap52W High52W LowValue% ChgRuleAI View
Jun 15, 2026BuyHFWAAmy E. CurranEVP Director Commercial Lend647$28.44$1.3B-2.34%+43.15%$18.4K+0.83%Stalk
Jun 15, 2026BuyHFWATony ChalfantEVP Chief Credit Officer1,451$28.44$1.3B-2.34%+43.15%$41.3K+2.56%Stalk
Jun 9, 2026SellHFWADonald HinsonEVPand Chief Financial Officer3,842$28.37$1.3B-2.34%+43.15%$109.0K-8.52%Stalk
May 1, 2026SellHFWASabrina C RobisonEVP Chief HR Officer5,439.991$27.60$1.3B-2.34%+43.15%$150.1K-14.18%Stalk
Mar 16, 2026BuyHFWATony ChalfantEVP Chief Credit Officer3,711$24.89$1.3B-2.34%+43.15%$92.4K+2.29%Stalk
Mar 16, 2026BuyHFWADonald HinsonEVPand Chief Financial Officer4,374$24.89$1.3B-2.34%+43.15%$108.9K+1.34%Stalk
Mar 16, 2026BuyHFWAKelli Ann WilsonEVP Chief Banking Officer4,537$24.89$1.3B-2.34%+43.15%$112.9K+8.97%Stalk
Mar 16, 2026BuyHFWASabrina C RobisonEVP Chief HR Officer4,782$24.89$1.3B-2.34%+43.15%$119.0K+1.97%Stalk
Mar 16, 2026BuyHFWAMatthew T. RayEVP Chief Lending Officer5,265$24.89$1.3B-2.34%+43.15%$131.0K+2.10%Stalk
Mar 16, 2026BuyHFWABryan McdonaldPresident5,930$24.89$1.3B-2.34%+43.15%$147.6K+2.35%Stalk
Mar 16, 2026BuyHFWAAmy E. CurranEVP Director Commercial Lend5,958$24.89$1.3B-2.34%+43.15%$148.3K+2.42%Stalk
Mar 16, 2026BuyHFWAThomas J HenningEVP Chief Risk Officer6,054$24.89$1.3B-2.34%+43.15%$150.7K+4.64%Stalk
Mar 16, 2026BuyHFWAWilliam GlasbyEVP Chief Information Officer6,629$24.89$1.3B-2.34%+43.15%$165.0K+6.33%Stalk
Feb 11, 2026SellHFWATony ChalfantEVP Chief Credit Officer4,668$27.65$1.3B-2.34%+43.15%$129.1K-19.02%Stalk
Jan 26, 2026SellHFWAKelli Ann WilsonEVP Chief Banking Officer1,900$26.48$1.3B-2.34%+43.15%$50.3K-33.46%Stalk
Dec 15, 2025BuyHFWASabrina C RobisonEVP Chief HR Officer286$25.43$1.3B-2.34%+43.15%$7.3K+0.33%Stalk
Dec 15, 2025BuyHFWAWilliam GlasbyEVP Chief Information Officer305$25.43$1.3B-2.34%+43.15%$7.8K+1.20%Stalk
Dec 15, 2025BuyHFWAThomas J HenningEVP Chief Risk Officer574$25.43$1.3B-2.34%+43.15%$14.6K+1.41%Stalk
Dec 15, 2025BuyHFWAMatthew T. RayEVP Chief Lending Officer1,010$25.43$1.3B-2.34%+43.15%$25.7K+1.36%Stalk
Dec 15, 2025BuyHFWANicholas M BleyEVP Chief Operating Officer5,900$25.43$1.3B-2.34%+43.15%$150.0K+26.17%Stalk
Nov 20, 2025BuyHFWABryan McdonaldPresident19,106$22.32$1.3B-2.34%+43.15%$426.4K+155.88%Stalk
Jun 16, 2025BuyHFWAKelli Ann WilsonEVP Chief Banking Officer578$22.76$1.3B-2.34%+43.15%$13.2K+4.34%Stalk
Jun 16, 2025BuyHFWAAmy E. CurranEVP Director Commercial Lend1,226$22.76$1.3B-2.34%+43.15%$27.9K+1.28%Stalk
Jun 16, 2025BuyHFWATony ChalfantEVP Chief Credit Officer1,445$22.76$1.3B-2.34%+43.15%$32.9K+2.40%Stalk
Jun 11, 2025SellHFWAWilliam GlasbyEVP Chief Information Officer420$23.60$1.3B-2.34%+43.15%$9.9K-4.59%Stalk
Mar 17, 2025BuyHFWABryan McdonaldPresident1,067$23.77$1.3B-2.34%+43.15%$25.4K+1.26%Stalk
Mar 17, 2025BuyHFWAJeffrey J DeuelCEO2,822$23.77$1.3B-2.34%+43.15%$67.1K+1.42%Stalk
Mar 17, 2025BuyHFWAKelli Ann WilsonEVP Chief Banking Officer3,466$23.77$1.3B-2.34%+43.15%$82.4K+8.13%Stalk
Mar 17, 2025BuyHFWASabrina C RobisonEVP Chief HR Officer4,396$23.77$1.3B-2.34%+43.15%$104.5K+1.92%Stalk
Mar 17, 2025BuyHFWATony ChalfantEVP Chief Credit Officer4,654$23.77$1.3B-2.34%+43.15%$110.6K+2.84%Stalk
Mar 17, 2025BuyHFWAMatthew T. RayEVP Chief Lending Officer4,957$23.77$1.3B-2.34%+43.15%$117.8K+2.26%Stalk
Mar 17, 2025BuyHFWAAmy E. CurranEVP Director Commercial Lend5,363$23.77$1.3B-2.34%+43.15%$127.5K+2.56%Stalk
Mar 17, 2025BuyHFWAThomas J HenningEVP Chief Risk Officer5,550$23.77$1.3B-2.34%+43.15%$131.9K+5.51%Stalk
Mar 17, 2025BuyHFWAWilliam GlasbyEVP Chief Information Officer5,837$23.77$1.3B-2.34%+43.15%$138.7K+7.65%Stalk
Mar 17, 2025BuyHFWABryan McdonaldPresident and COO6,143$23.77$1.3B-2.34%+43.15%$146.0K+3.52%Stalk
Mar 17, 2025BuyHFWADonald HinsonEVPand Chief Financial Officer8,855$23.70$1.3B-2.34%+43.15%$209.9K+0.13%Stalk
Mar 17, 2025BuyHFWAJeffrey J DeuelCEO21,327$23.73$1.3B-2.34%+43.15%$506.2K+0.75%Stalk
Dec 15, 2024SellHFWASabrina C RobisonEVP Chief HR Officer47$26.17$1.3B-2.34%+43.15%$1.2K-0.16%Stalk
Dec 15, 2024BuyHFWAWilliam GlasbyEVP Chief Information Officer313$26.17$1.3B-2.34%+43.15%$8.2K+1.75%Stalk
Dec 15, 2024BuyHFWAThomas J HenningEVP Chief Risk Officer589$26.17$1.3B-2.34%+43.15%$15.4K+1.85%Stalk
Dec 10, 2024SellHFWAWilliam GlasbyEVP Chief Information Officer3,795$26.07$1.3B-2.34%+43.15%$98.9K-41.20%Stalk
Nov 7, 2024SellHFWATony ChalfantEVP Chief Credit Officer2,975$26.50$1.3B-2.34%+43.15%$78.8K-12.88%Stalk
Jun 15, 2024BuyHFWAKelli Ann WilsonEVP Chief Banking Officer573$16.68$1.3B-2.34%+43.15%$9.6K+8.02%Stalk
Jun 15, 2024BuyHFWAAmy E. CurranEVP Director Commercial Lend1,221$16.68$1.3B-2.34%+43.15%$20.4K+1.53%Stalk
Jun 15, 2024BuyHFWATony ChalfantEVP Chief Credit Officer1,433$16.68$1.3B-2.34%+43.15%$23.9K+2.51%Stalk
Mar 15, 2024BuyHFWAKelli Ann WilsonEVP Chief Banking Officer2,164$18.38$1.3B-2.34%+43.15%$39.8K+8.04%Stalk
Mar 15, 2024BuyHFWATony ChalfantEVP Chief Credit Officer2,942$18.38$1.3B-2.34%+43.15%$54.1K+1.98%Stalk
Mar 15, 2024BuyHFWASabrina C RobisonEVP Chief HR Officer3,387$18.38$1.3B-2.34%+43.15%$62.3K+1.57%Stalk
Mar 15, 2024BuyHFWADonald HinsonEVPand Chief Financial Officer3,465$18.38$1.3B-2.34%+43.15%$63.7K+1.20%Stalk
Mar 15, 2024BuyHFWAMatthew T. RayEVP Chief Lending Officer3,914$18.38$1.3B-2.34%+43.15%$71.9K+2.13%Stalk
Mar 15, 2024BuyHFWAAmy E. CurranEVP Director Commercial Lend4,148$18.38$1.3B-2.34%+43.15%$76.2K+2.32%Stalk
Mar 15, 2024BuyHFWAThomas J HenningEVP Chief Risk Officer4,224$18.38$1.3B-2.34%+43.15%$77.6K+5.80%Stalk
Mar 15, 2024BuyHFWAWilliam GlasbyEVP Chief Information Officer4,225$18.38$1.3B-2.34%+43.15%$77.7K+5.45%Stalk
Mar 15, 2024BuyHFWABryan McdonaldPresident and COO4,602$18.38$1.3B-2.34%+43.15%$84.6K+2.59%Stalk
Mar 15, 2024BuyHFWAJeffrey J DeuelCEO11,260$18.38$1.3B-2.34%+43.15%$207.0K+2.45%Stalk
Dec 15, 2023BuyHFWASabrina C RobisonEVP Chief HR Officer299$21.56$1.3B-2.34%+43.15%$6.4K+0.38%Stalk
Dec 15, 2023BuyHFWAWilliam GlasbyEVP Chief Information Officer314$21.56$1.3B-2.34%+43.15%$6.8K+1.46%Stalk
Dec 15, 2023BuyHFWAThomas J HenningEVP Chief Risk Officer600$21.56$1.3B-2.34%+43.15%$12.9K+2.49%Stalk