HERITAGE FINANCIAL CORP /WA/
Company Information
Industry
Savings Institutions, Not Federally Chartered
SIC Code
6036
Entity Type
operating
SEC Category
Large accelerated filer
State of Incorporation
WA
Business Address
201 FIFTH AVENUE S.W., OLYMPIA, WA, 98501
Mailing Address
205 5TH AVE SW, OLYMPIA, WA, 98501
Phone
3609431500
Fiscal Year End
1231
EIN
911857900
Financial Overview
FY2025
$67.53M
Net Income
$1.99
EPS
Recent SEC Filings
| Form Type | Date Filed | Document |
|---|---|---|
| SCHEDULE 13G/A Passive ownership amendment | March 27, 2026 | View on SEC |
| 8-K Current report of material events | March 23, 2026 | View on SEC |
| DEF 14A Definitive proxy statement | March 20, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
| 4 Insider stock transaction report | March 18, 2026 | View on SEC |
Annual Reports
10-K
February 27, 2026
- Strong capital adequacy with a Common Equity Tier 1 (CET1) ratio of 12.8%, significantly exceeding regulatory minimums.
- Board authorized a new $25 million share repurchase program in April 2024, signaling management's confidence in intrinsic value and commitment to shareholder returns.
Material Events
8-K
Acquisition
February 2, 2026
High Impact
- Strategic acquisition of Olympic Bancorp, Inc. completed, expanding market presence.
- Strengthens Heritage Financial Corp's position in the financial services sector and competitive standing.
8-K
Acquisition
January 22, 2026
High Impact
- Shareholders overwhelmingly approved the stock issuance for the Olympic Bancorp merger with over 90% of votes cast in favor.
- The merger significantly advances the strategic combination, creating a stronger, more competitive community bank in the Pacific Northwest.
Insider Trading
BUY
4 insiders
4 recent transactions
View Full Insider Trading Profile
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Investor Resources
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Important Disclaimer
This AI-generated analysis is for informational purposes only and does not constitute financial or investment advice. Always consult with qualified professionals and conduct your own research before making investment decisions.