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Heritage Financial Corporation (HFWA)

(Delayed Data from NSDQ)

$24.19 USD

24.19
244,839

+0.10 (0.42%)

Updated Jul 30, 2021 04:00 PM ET

Zacks Rank:

This is our short term rating system that serves as a timeliness indicator for stocks over the next 1 to 3 months. How good is it? See rankings and related performance below.

Zacks Rank Definition Annualized Return
1Strong Buy25.57%
2Buy19.14%
3Hold10.74%
4Sell6.46%
5Strong Sell3.16%
S&P50011.27%

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2-Buy of 5   2      

Style Scores:

The Style Scores are a complementary set of indicators to use alongside the Zacks Rank. It allows the user to better focus on the stocks that are the best fit for his or her personal trading style.

The scores are based on the trading styles of Value, Growth, and Momentum. There's also a VGM Score ('V' for Value, 'G' for Growth and 'M' for Momentum), which combines the weighted average of the individual style scores into one score.

Value Score A
Growth Score A
Momentum Score A
VGM Score A

Within each Score, stocks are graded into five groups: A, B, C, D and F. As you might remember from your school days, an A, is better than a B; a B is better than a C; a C is better than a D; and a D is better than an F.

As an investor, you want to buy stocks with the highest probability of success. That means you want to buy stocks with a Zacks Rank #1 or #2, Strong Buy or Buy, which also has a Score of an A or a B in your personal trading style.

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D Value F Growth D Momentum F VGM

Industry Rank:

The Zacks Industry Rank assigns a rating to each of the 265 X (Expanded) Industries based on their average Zacks Rank.

An industry with a larger percentage of Zacks Rank #1's and #2's will have a better average Zacks Rank than one with a larger percentage of Zacks Rank #4's and #5's.

The industry with the best average Zacks Rank would be considered the top industry (1 out of 265), which would place it in the top 1% of Zacks Ranked Industries. The industry with the worst average Zacks Rank (265 out of 265) would place in the bottom 1%.

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Top 22% (56 out of 252)

Industry: Financial - Savings and Loan

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Balance Sheet

Research for HFWA

The Zacks Equity Research reports, or ZER for short, are our in-house, independently produced research reports.

The ever popular one-page Snapshot reports are generated for virtually every single Zacks Ranked stock. It's packed with all of the company's key stats and salient decision making information. Including the Zacks Rank, Zacks Industry Rank, Style Scores, the Price, Consensus & Surprise chart, graphical estimate analysis and how a stocks stacks up to its peers.

The detailed multi-page Analyst report does an even deeper dive on the company's vital statistics. In addition to all of the proprietary analysis in the Snapshot, the report also visually displays the four components of the Zacks Rank (Agreement, Magnitude, Upside and Surprise); provides a comprehensive overview of the company business drivers, complete with earnings and sales charts; a recap of their last earnings report; and a bulleted list of reasons to buy or sell the stock. It also includes an industry comparison table to see how your stock compares to its expanded industry, and the S&P 500.

Researching stocks has never been so easy or insightful as with the ZER Analyst and Snapshot reports.

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Fiscal Year End for Heritage Financial Corporation falls in the month of December.

All items in Millions except Per Share data.

12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016
Assets          
Cash & Equivalents 743 229 162 103 104
Receivables 4,418 3,746 3,635 2,829 2,621
Notes Receivable 0 0 0 0 0
Inventories 5 6 2 2 12
Other Current Assets 0 0 0 0 0
Total Current Assets 5,166 3,980 3,798 2,935 2,736
Net Property & Equipment 85 88 81 60 64
Investments & Advances 809 959 982 819 802
Other Non-Current Assets 0 1 2 0 1
Deferred Charges 0 0 0 0 0
Intangibles 254 258 262 125 126
Deposits & Other Assets 301 268 192 174 150
Total Assets 6,615 5,553 5,317 4,113 3,879
Liabilities & Shareholders Equity 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016
Notes Payable 36 20 31 32 22
Accounts Payable 5,598 4,583 4,432 3,393 3,230
Current Portion Long-Term Debt 0 0 0 0 0
Current Portion Capital Leases 0 0 0 0 0
Accrued Expenses 140 120 72 68 46
Income Taxes Payable 0 0 0 0 0
Other Current Liabilities 0 0 0 0 0
Total Current Liabilities 5,774 4,723 4,536 3,492 3,298
Mortgages 0 0 0 0 0
Deferred Taxes/Income 0 0 0 0 0
Convertible Debt 0 0 0 0 0
Long-Term Debt 21 21 20 113 99
Non-Current Capital Leases 0 0 0 0 0
Other Non-Current Liabilities 0 0 0 0 0
Minority Interest (Liabilities) 0 0 0 0 0
Total Liabilities 5,795 4,744 4,556 3,605 3,397
Shareholders Equity 12/31/2020 12/31/2019 12/31/2018 12/31/2017 12/31/2016
Preferred Stock 0 0 0 0 0
Common Stock (Par) 571 586 592 361 359
Capital Surplus 0 0 0 0 0
Retained Earnings 224 212 176 149 125
Other Equity 25 10 -7 -1 -3
Treasury Stock 0 0 0 0 0
Total Shareholder's Equity 820 809 761 508 482
Total Liabilities & Shareholder's Equity 6,615 5,553 5,317 4,113 3,879
Total Common Equity 820 809 761 508 482
Shares Outstanding 35.90 36.60 36.80 29.90 29.90
Book Value Per Share 22.85 22.11 20.67 17.00 16.11

Fiscal Year End for Heritage Financial Corporation falls in the month of December.

All items in Millions except Per Share data.

6/30/2021 3/31/2021 12/31/2020 9/30/2020 6/30/2020
Assets          
Cash & Equivalents 1,265 934 743 576 415
Receivables 4,173 4,551 4,418 4,612 4,613
Notes Receivable NA 0 0 0 0
Inventories 3 7 5 8 4
Other Current Assets NA 0 0 0 0
Total Current Assets 5,441 5,492 5,166 5,197 5,032
Net Property & Equipment 83 85 85 90 87
Investments & Advances 1,057 901 809 841 887
Other Non-Current Assets NA 0 0 0 0
Deferred Charges NA 0 0 0 0
Intangibles 252 253 254 255 256
Deposits & Other Assets 272 297 301 303 302
Total Assets 7,106 7,028 6,615 6,686 6,562
Liabilities & Shareholders Equity 6/30/2021 3/31/2021 12/31/2020 9/30/2020 6/30/2020
Notes Payable 46 37 36 29 24
Accounts Payable 6,062 6,020 5,598 5,689 5,568
Current Portion Long-Term Debt NA 0 0 0 0
Current Portion Capital Leases NA 0 0 0 0
Accrued Expenses 121 124 140 144 156
Income Taxes Payable NA 0 0 0 0
Other Current Liabilities NA 0 0 0 0
Total Current Liabilities 6,229 6,180 5,774 5,862 5,748
Mortgages NA 0 0 0 0
Deferred Taxes/Income NA 0 0 0 0
Convertible Debt NA 0 0 0 0
Long-Term Debt 21 21 21 21 21
Non-Current Capital Leases NA 0 0 0 0
Other Non-Current Liabilities NA 0 0 0
Minority Interest (Liabilities) NA 0 0 0 0
Total Liabilities 6,250 6,201 5,795 5,883 5,769
Shareholders Equity 6/30/2021 3/31/2021 12/31/2020 9/30/2020 6/30/2020
Preferred Stock NA 0 0 0 0
Common Stock (Par) 572 571 571 570 569
Capital Surplus NA 0 0 0 0
Retained Earnings 268 242 224 208 198
Other Equity 16 13 25 25 26
Treasury Stock NA 0 0 0 0
Total Shareholder's Equity 856 827 820 803 794
Total Liabilities & Shareholder's Equity 7,106 7,028 6,615 6,686 6,562
Total Common Equity 100,855 827 820 803 794
Shares Outstanding 35.90 35.90 35.90 35.90 35.90
Book Value Per Share 2,809.33 23.04 22.85 22.37 22.11