Stock Scorecard
Stock Summary for Heritage Financial Corp (HFWA) - $17.27 as of 4/16/2024 3:59:41 PM EST
Total Score
15 out of 29
Currently on the following lists
None
Tim's Recommendation
Possible Buy
Growth List Algorithm Criteria for HFWA
| Positive earnings growth | |
| P/E ratio less than Industry P/E Ratio | |
| P/E ratio less than Sector P/E Ratio | |
| P/E ratio that is half the growth rate (or less) | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Positive net income past year and 12 trailing months | |
| Free cash flow ratio greater than 0 and less than 10 |
Small Cap List Algorithm Criteria for HFWA
| Revenue growing by at least 20% average per year over the last 5 years | |
| Market Capitalization under 2 billion | |
| Price to Sales (P/S) ratio 12 trailing months less than Industry P/S ratio twelve trailing months | |
| Price to Sales (P/S) ratio 12 trailing months less than Sector P/S ratio twelve trailing months | |
| Net Income past year > Net Income prior year OR Net Income 12 trailing months > Net Income prior year OR Net Income 12 trailing months > Net Income past year |
Dividend List Algorithm Criteria for HFWA
| Declared an ex-dividend date | |
| Forward annual dividend rate greater than 2 | |
| Positive net cash position the past year and most recent quarter | |
| Equity to debt ratio greater than 0.75 for past year and most recent quarter | |
| Current ratio most recent quarter greater than 2 |
Bonus Criteria for HFWA
| P/E ratio less than five-year Average P/E ratio | |
| Last Price to 52 Week Low Ratio Less Than 1 | |
| Total Cash Per Share > Last Day Price | |
| P/S Ratio < 1 | |
| P/B Ratio < 1 |
Latest News for for HFWA
Financial Details for HFWA
Company Overview |
|
|---|---|
| Ticker | HFWA |
| Company Name | Heritage Financial Corp |
| Country | USA |
| Description | Heritage Financial Corporation is the banking holding company for Heritage Bank providing various financial services to small and medium-sized businesses and individuals in the United States. The company is headquartered in Olympia, Washington. |
| Sector Name | FINANCE |
| Industry Name | SAVINGS INSTITUTIONS, NOT FEDERALLY CHARTERED |
| Most Recent Quarter | 12/31/2023 |
| Next Earnings Date | 4/25/2024 |
Stock Price History |
|
| Last Day Price | 17.27 |
| Last Day Price Updated | 4/16/2024 3:59:41 PM EST |
| Last Day Volume | 148,955 |
| Average Daily Volume | 166,024 |
| 52-Week High | 22.27 |
| 52-Week Low | 14.30 |
| Last Price to 52 Week Low | 20.77% |
Valuation Measures |
|
| Trailing PE | 9.89 |
| Industry PE | 27.26 |
| Sector PE | 18.19 |
| 5-Year Average PE | 9.79 |
| Free Cash Flow Ratio | 2.66 |
| Industry Free Cash Flow Ratio | 2.66 |
| Sector Free Cash Flow Ratio | 8.54 |
| Current Ratio Most Recent Quarter | 0.46 |
| Total Cash Per Share | 6.50 |
| Book Value Per Share Most Recent Quarter | 24.44 |
| Price to Book Ratio | 0.70 |
| Industry Price to Book Ratio | 0.85 |
| Sector Price to Book Ratio | 1.71 |
| Price to Sales Ratio Twelve Trailing Months | 2.50 |
| Industry Price to Sales Ratio Twelve Trailing Months | 3.14 |
| Sector Price to Sales Ratio Twelve Trailing Months | 2.70 |
Share Statistics |
|
| Total Shares Outstanding | 34,655,200 |
| Market Capitalization | 598,495,304 |
| Institutional Ownership | N/A |
Dividends |
|
| Ex-Dividend Date | 2/7/2024 |
| Last Dividend Amount | 0.22 |
| Current Dividend Amount | 0.23 |
| Dividend Aristocrat? | False |
| Trailing Annual Dividend Rate | 0.89 |
| Trailing Annual Dividend Yield | 5.15% |
| Forward Annual Dividend Rate | 0.90 |
| Forward Annual Dividend Yield | 5.21% |
| 5-Year Dividend Payments Count | 21 |
| 3-Year Average Dividend Yield | 3.39% |
| 5-Year Average Dividend Yield | 3.31% |
| 1-Year Dividend Growth Rate Percentage | 4.76% |
| 3-Year Dividend Growth Rate Percentage | 4.23% |
| 5-Year Dividend Growth Rate Percentage | 1.17% |
| All-Time Dividend Growth Rate Percentage | 8.88% |
| Dividend Payout Ratio | 50.86% |
Income Statement |
|
| Quarterly Earnings Growth YOY | -72.10% |
| Annual Earnings Growth | -24.57% |
| Reported EPS 12 Trailing Months | 1.75 |
| Reported EPS Past Year | 0.00 |
| Reported EPS Prior Year | 1.75 |
| Net Income Twelve Trailing Months | 61,755,000 |
| Net Income Past Year | 61,755,000 |
| Net Income Prior Year | 81,875,000 |
| Quarterly Revenue Growth YOY | -27.80% |
| 5-Year Revenue Growth | 2.21% |
Balance Sheet |
|
| Total Cash Most Recent Quarter | 225,287,000 |
| Total Cash Past Year | 225,287,000 |
| Total Cash Prior Year | 103,775,000 |
| Net Cash Position Most Recent Quarter | 203,522,000 |
| Net Cash Position Past Year | 203,522,000 |
| Long Term Debt Past Year | 21,765,000 |
| Long Term Debt Prior Year | 21,473,000 |
| Total Debt Most Recent Quarter | 21,765,000 |
| Equity to Debt Ratio Past Year | 0.98 |
| Equity to Debt Ratio Most Recent Quarter | 0.98 |
| Total Stockholder Equity Past Year | 853,261,000 |
| Total Stockholder Equity Prior Year | 797,893,000 |
| Total Stockholder Equity Most Recent Quarter | 853,261,000 |
Options |
|
| Put/Call Ratio | 0.00 |
| Has Options | Options Chain |
| Liquidity Rating | None |
Technical Analysis |
|
| Yahoo Finance Chart | Yahoo Finance Chart |
| MACD | -0.32 |
| MACD Signal | -0.18 |
| 20-Day Bollinger Lower Band | 16.85 |
| 20-Day Bollinger Middle Band | 19.27 |
| 20-Day Bollinger Upper Band | 21.68 |
| Beta | 0.55 |
| RSI | 38.00 |
| 50-Day SMA | 17.65 |
| 200-Day SMA | 21.72 |
System |
|
| Modified | 4/16/2024 2:03:50 AM EST |