Heritage Financial (NASDAQ:HFWA) EVP Kelli Ann Wilson Sells 1,900 Shares

January 27, 2026 by InsiderTrades.com

Key Points

EVP Kelli Ann Wilson sold 1,900 shares on Jan. 26 at an average price of $26.48 for $50,312, cutting her stake by 33.46% to 3,778 shares, according to an SEC filing.
Heritage beat quarterly estimates with $0.66 EPS vs. $0.57 expected and $66.35M revenue, and declared a quarterly dividend of $0.24 ($0.96 annual, 3.6% yield; ex-dividend Jan. 28, payable Feb. 11).
Analyst and valuation snapshot: the consensus rating is "Hold" (two Buys, four Holds) with a $30.25 price target; the stock trades at a P/E of 13.44 and a market cap of about $894.85M.

Heritage Financial Corporation (NASDAQ:HFWA - Get Free Report) EVP Kelli Ann Wilson sold 1,900 shares of the stock in a transaction on Monday, January 26th. The stock was sold at an average price of $26.48, for a total value of $50,312.00. Following the sale, the executive vice president owned 3,778 shares in the company, valued at $100,041.44. The trade was a 33.46% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is accessible through the SEC website.

Heritage Financial Stock Performance

Heritage Financial stock opened at $26.35 on Tuesday. The stock has a 50-day simple moving average of $24.51 and a 200 day simple moving average of $23.96. The stock has a market capitalization of $894.85 million, a price-to-earnings ratio of 13.44 and a beta of 0.52. The company has a quick ratio of 0.84, a current ratio of 0.83 and a debt-to-equity ratio of 0.05. Heritage Financial Corporation has a 12-month low of $19.84 and a 12-month high of $28.35.

Heritage Financial (NASDAQ:HFWA - Get Free Report) last issued its quarterly earnings data on Thursday, January 22nd. The financial services provider reported $0.66 EPS for the quarter, topping analysts' consensus estimates of $0.57 by $0.09. Heritage Financial had a net margin of 20.10% and a return on equity of 8.61%. The firm had revenue of $66.35 million for the quarter, compared to analyst estimates of $65.95 million. On average, research analysts anticipate that Heritage Financial Corporation will post 2.09 earnings per share for the current fiscal year.

Heritage Financial Announces Dividend

The business also recently declared a quarterly dividend, which will be paid on Wednesday, February 11th. Investors of record on Wednesday, January 28th will be issued a $0.24 dividend. The ex-dividend date of this dividend is Wednesday, January 28th. This represents a $0.96 dividend on an annualized basis and a dividend yield of 3.6%. Heritage Financial's dividend payout ratio (DPR) is currently 48.98%.

Analyst Upgrades and Downgrades

A number of brokerages have commented on HFWA. Wall Street Zen upgraded Heritage Financial from a "sell" rating to a "hold" rating in a research report on Saturday, November 15th. Stephens upped their price target on Heritage Financial from $28.00 to $30.00 and gave the company an "equal weight" rating in a research note on Monday. DA Davidson lifted their price objective on Heritage Financial from $29.00 to $32.00 and gave the stock a "buy" rating in a research report on Friday. Keefe, Bruyette & Woods upped their target price on shares of Heritage Financial from $26.00 to $28.00 and gave the company a "market perform" rating in a research report on Monday, September 29th. Finally, Zacks Research lowered shares of Heritage Financial from a "strong-buy" rating to a "hold" rating in a research note on Tuesday, November 25th. Two research analysts have rated the stock with a Buy rating and four have given a Hold rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $30.25.

View Our Latest Stock Report on HFWA

Institutional Investors Weigh In On Heritage Financial

A number of institutional investors and hedge funds have recently added to or reduced their stakes in the stock. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Heritage Financial by 4.6% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 20,060 shares of the financial services provider's stock worth $488,000 after buying an additional 881 shares during the last quarter. Empowered Funds LLC boosted its stake in Heritage Financial by 4.2% during the 1st quarter. Empowered Funds LLC now owns 123,798 shares of the financial services provider's stock worth $3,012,000 after acquiring an additional 4,947 shares during the last quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC boosted its stake in Heritage Financial by 7.4% during the 1st quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 78,130 shares of the financial services provider's stock worth $1,901,000 after acquiring an additional 5,417 shares during the last quarter. Jane Street Group LLC grew its holdings in Heritage Financial by 437.3% during the first quarter. Jane Street Group LLC now owns 107,482 shares of the financial services provider's stock valued at $2,615,000 after purchasing an additional 87,479 shares during the period. Finally, GAMMA Investing LLC increased its stake in Heritage Financial by 53.3% in the second quarter. GAMMA Investing LLC now owns 4,557 shares of the financial services provider's stock valued at $109,000 after purchasing an additional 1,585 shares in the last quarter. Institutional investors own 78.30% of the company's stock.

About Heritage Financial

(Get Free Report)

Heritage Financial Corporation (NASDAQ:HFWA) is a bank holding company headquartered in Spokane, Washington. Through its primary subsidiary, Heritage Bank, the company provides a comprehensive range of banking and financial services to both individual and commercial clients. Heritage Bank's offerings encompass deposit products, lending solutions, treasury and cash management services, mortgage banking, and wealth management, positioning the organization as a full-service community bank.

The company's lending portfolio includes commercial real estate loans, agricultural loans, small business administration (SBA) loans, construction and development financing, and a variety of consumer mortgage products.