Company profile

Nasdaq: HFWA

HERITAGE FINANCIAL CORP /WA/

HERITAGE FINANCIAL CORP /WA/ (HFWA) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 6036 (Savings Institutions, Not Federally Chartered).

CIK
0001046025
Research Profile
Insufficient · 31
Coverage
Universe
Profile updated
Sep 15, 2026
Business
Savings Institutions, Not Federally Chartered
Exchange / ticker
Nasdaq: HFWA
Industry
Financial Services
Headquarters
United States
Latest revenue
Latest filing
10-Q · Aug 7, 2026
Coverage status
Universe only
Taxonomy
US-GAAP

Company overview

What does HERITAGE FINANCIAL CORP /WA/ do?

HERITAGE FINANCIAL CORP /WA/ (HFWA) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 6036 (Savings Institutions, Not Federally Chartered).

What does HERITAGE FINANCIAL CORP /WA/ do?

HERITAGE FINANCIAL CORP /WA/ (HFWA) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 6036 (Savings Institutions, Not Federally Chartered).

What industry is HERITAGE FINANCIAL CORP /WA/ in?

Financial Services · Savings Institutions, Not Federally Chartered

What was HERITAGE FINANCIAL CORP /WA/'s latest reported revenue?

Latest revenue is not identified in the current XBRL extract.

What changed in the latest comparable period?

Net cash provided by operating activities was $94.8M.

Business model (from the public record)

Belvedere describes the business using the issuer’s SEC classification and the company description extracted from public filings. Segment mix, customer identity, and recurring-versus-transactional revenue are shown only when those facts are identified in the filing extract—not inferred.

Financial Services · Savings Institutions, Not Federally Chartered · United States

Financial profile

Revenue
Not identified in latest matched XBRL period
Revenue growth YoY
Not identified in latest matched XBRL period
Gross margin
Not identified in latest matched XBRL period
Operating margin
Not identified in latest matched XBRL period
Net income
$67.5M
10-K · FY 2025 · Filed Feb 27, 2026
Operating cash flow
$94.8M
10-K · FY 2025 · Filed Feb 27, 2026
Capex
$9.2M
10-K · FY 2025 · Filed Feb 27, 2026
Belvedere FCF
$85.7M
Belvedere calculation · 10-K · FY 2025 · Filed Feb 27, 2026
FCF margin
Not identified in latest matched XBRL period
Cash
$204.4M
10-Q · Jun 30, 2026 · Filed Aug 7, 2026
Debt
Not identified in latest matched XBRL period
Net debt
-$204.4M
Belvedere calculation · 10-Q · Jun 30, 2026 · Filed Aug 7, 2026
Shares
40,906,122
10-Q · Jun 30, 2026 · Filed Aug 7, 2026

Balance sheet snapshot

Cash $204.4M. Identified debt . Net debt -$204.4M. Missing debt tags are not treated as a zero-debt capital structure.

Financial information is derived from public filings and other identified sources. Belvedere calculations may differ from company-defined non-GAAP measures. See methodology and source notes. Valuation multiples are omitted because a licensed market-data provider is not configured.

Latest filings

FormFiledPeriodAccessionSource
4Sep 15, 2026Sep 15, 20260001628280-26-062015SEC
4Sep 3, 2026Sep 3, 20260001628280-26-060287SEC
4Aug 13, 2026Jul 17, 20260001628280-26-056636SEC
4Aug 13, 2026Aug 13, 20260001628280-26-056558SEC
10-QAug 7, 2026Jun 30, 20260001628280-26-054673SEC
4Aug 5, 2026Aug 5, 20260001628280-26-053598SEC
4Aug 5, 2026Aug 5, 20260001628280-26-053596SEC
4Jul 30, 2026Jul 30, 20260001628280-26-051140SEC
8-KJul 23, 2026Jul 23, 20260001628280-26-049439SEC
4Jul 20, 2026Jul 17, 20260001628280-26-048803SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043976SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043975SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043974SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043973SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043972SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043971SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043970SEC
4Jun 17, 2026Jun 17, 20260001628280-26-043969SEC

What changed

Operating cash flow$94.8MNet cash provided by operating activities was $94.8M.
Cash$204.4MCash and cash equivalents were $204.4M as of the latest reported balance-sheet date.
Shares outstanding$40.9MShares outstanding were 40,906,122 as of the latest reported date.

Each line is an arithmetic comparison of sourced facts. It is not a thesis.

Research view

Belvedere has not published an initiation or update on HERITAGE FINANCIAL CORP /WA/. Universe inclusion is not a rating, a forecast, or coverage in the sell-side sense.

Research Radar

KindChangeExplanationSourceDate
Cash$204.4MCash and cash equivalents were $204.4M as of the latest reported balance-sheet date.10-Q · CashAndCashEquivalentsAtCarryingValueAug 7, 2026
Share count$40.9MShares outstanding were 40,906,122 as of the latest reported date.10-Q · CommonStockSharesOutstandingAug 7, 2026
Cash generation$94.8MNet cash provided by operating activities was $94.8M.10-K · NetCashProvidedByUsedInOperatingActivitiesFeb 27, 2026

Open the full Research Radar

Rankings

Industry context

HERITAGE FINANCIAL CORP /WA/ is mapped to Financial Services (Savings Institutions, Not Federally Chartered) from SIC metadata on the SEC submission. Mapping is a classification convenience, not a claim that every peer is economically comparable.

Belvedere Research Profile

InsufficientResearch Profile Index 31

This measures researchable information characteristics. It is not investment advice, a credit rating, or a buy/sell/hold recommendation.

Financial Disclosure75

Presence of core income-statement, cash-flow and balance-sheet concepts in SEC XBRL.

Operating Visibility0

Comparable-period revenue history and operating-result availability.

KPI Transparency20

Availability of margin, cash-flow and per-share concepts used in screening.

Investor Information40

SEC periodic reports, current reports, proxy statement and website identified in submissions.

Financial History22

Distinct filing years in the current archive window plus comparable prior-period revenue.

Research Profile methodology

Risks

Belvedere does not manufacture generic risk language. Material risks are those the issuer discloses in its periodic reports, particularly Item 1A of the latest Form 10-K.

A Form 10-K was not present in the current filing window.

Sources

Free cash flow (Belvedere calculation)
Source
U.S. Securities and Exchange Commission
Form
10-K
Period
FY 2025
Filed
Feb 27, 2026
Accession
0001628280-26-012703
Concept
BelvedereFreeCashFlow

Net cash provided by operating activities − payments to acquire property, plant and equipment

View filing
Cash
Source
U.S. Securities and Exchange Commission
Form
10-Q
Period
Jun 30, 2026
Filed
Aug 7, 2026
Accession
0001628280-26-054673
Concept
CashAndCashEquivalentsAtCarryingValue
View filing

Disclosure

Belvedere Research publishes informational analysis. Nothing on this site is investment advice, an offer, or a solicitation to buy or sell any security.

This page is a company intelligence / data profile. It is not a research report unless a dated note is attached above. Rankings appearing here are independent of any issuer compensation.

Frequently asked questions

What does HERITAGE FINANCIAL CORP /WA/ do?
HERITAGE FINANCIAL CORP /WA/ (HFWA) is a U.S. SEC registrant. The Commission classifies the issuer under SIC 6036 (Savings Institutions, Not Federally Chartered).
What industry is HERITAGE FINANCIAL CORP /WA/ in?
HERITAGE FINANCIAL CORP /WA/ is classified in Financial Services (Savings Institutions, Not Federally Chartered).
When did HERITAGE FINANCIAL CORP /WA/ last file a periodic report?
HERITAGE FINANCIAL CORP /WA/ last filed a 10-Q on Aug 7, 2026 (accession 0001628280-26-054673).
Does Belvedere cover HERITAGE FINANCIAL CORP /WA/?
HERITAGE FINANCIAL CORP /WA/ is in the Belvedere universe. Presence in the universe is not the same as active initiation coverage.