Pulling SEC filings + quote and writing the call…
Pulling SEC filings + quote and writing the call…
HERITAGE FINANCIAL CORP /WA/
Last earnings +1.3% on 2026-04-23
Undemanding valuation (P/E 14.0); but high leverage (liabilities/equity 6.6x).
Rules-based read computed from SEC figures — no Anthropic key set. Add ANTHROPIC_API_KEY to .env.local for a full Claude analysis.
HERITAGE FINANCIAL CORP /WA/ shows limited reported revenue, and 7.3% ROE.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
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Sources: SEC EDGAR (CIK 0001046025, latest 10-Q filed 2026-05-08) · EODHD · rules-based read · as of 6/18/2026, 1:13:49 PM.
Research and education only — not financial advice. Calls are generated from SEC filings and a delayed/third-party price feed, may be wrong or out of date, and are not a recommendation to buy or sell any security. Do your own research.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | — | — | — | — | — |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $98.0M | $81.9M | $61.8M | $43.3M | $67.5M |
| Diluted EPS | $2.73 | $2.31 | $1.75 | $1.24 | $1.96 |
| Net margin | — | — | — | — | — |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
501 tracked peers · median
Source: EODHD. Yield = trailing-12-month dividends ÷ price.