Heritage FinancialHFWA
About: Heritage Financial Corp is a bank holding company. The company through its subsidiary provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as noninterest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
Employees: 749
Fund manager confidence
Based on 2024 Q3 regulatory filings by fund managers ($100M+ AUM)
198% more call options, than puts
Call options by funds: $143K | Put options by funds: $48K
18% more capital invested
Capital invested by funds: $511M [Q2] → $602M (+$91.5M) [Q3]
0% more funds holding
Funds holding: 165 [Q2] → 165 (+0) [Q3]
0% more first-time investments, than exits
New positions opened: 16 | Existing positions closed: 16
1.9% less ownership
Funds ownership: 81.65% [Q2] → 79.75% (-1.9%) [Q3]
28% less repeat investments, than reductions
Existing positions increased: 50 | Existing positions reduced: 69
Research analyst outlook
2 Wall Street Analysts provided 1 year price targets over the past 3 months
2 analyst ratings
Stephens & Co. Gordon McGuire 0 / 0 met price target | 7%upside $26 | Equal-Weight Maintained | 29 Oct 2024 |
Piper Sandler Matthew Clark 89% 1-year accuracy 16 / 18 met price target | 15%upside $28 | Overweight Maintained | 28 Oct 2024 |
Financial journalist opinion
