Lumida
/HFWA
⌘K
Heritage Financial Corp

Heritage Financial Corp

HFWA
$28.41USD↑+0.00%+0.00 today

MARKET CAP

1.2B

P/E (TTM)

13.5x

FWD P/E

11.9x

DAY RANGE

$28 – $29

52W RANGE

$21
$31

AI Summary

Stalk
StalkMedium

HFWA remains in a healthy Stage 2 uptrend above key EMAs, but the Bullish Exhaustion pattern at fresh highs increases the odds of a near-term pullback. Price is currently retracing into the 9/20 EMA zone. We will stalk for a clean pullback into this EMA support area before initiating any new long exposure.

  • ↑Q1 EPS $0.80, up 18% QoQ and 29% YoY.
  • ↑NIM rose to 3.72%, supported by asset repricing.
  • ↓Non-performing loans climbed to 0.39% from 0.09%, raising credit concerns.
Full analysis →

Buying

5

institutions

Selling

3

institutions

New Positions

2

this quarter

Filing Period

Q2 2026

latest 13-F

13-F Holdings

Institution↕Action↕Shares Held↕Value↓Change↕Chg %↕Weight↕
BI

Blackrock, Inc.

Q2 2026

BUY5.81 M172.13 M+249.33 K+19.0%0.00%
JC

Jpmorgan Chase & Co

Q2 2026

BUY245.75 K7.23 M+226.82 K+1394.0%0.00%
AC

Aqr Capital Management LLC

Q2 2026

SELL132.96 K3.94 M+-35.98 K-10.3%0.00%
RT

Renaissance Technologies LLC

Q2 2026

SELL132.44 K3.92 M+-55.90 K-19.9%0.01%
JH

Janus Henderson Group Plc

Q1 2026

BUY30.68 K797.99 K+15.34 K+119.9%0.00%
MM

Millennium Management LLC

Q2 2026

BUYNEW24.02 K711.56 K+24.02 K+0.0%0.00%
CA

Citadel Advisors LLC

Q2 2026

BUYNEW9.70 K287.31 K+9.70 K+0.0%0.00%
RC

Rockefeller Capital Management L.P.

Q2 2026

SELL606.0017.95 K+-14.00+11.3%0.00%