HFWA — Heritage Financial Corporation
Heritage Financial Corporation (HFWA)
HFWA pays a 3.22% distribution rate, quarterly. Its Distribution Safety Score™ is 97 (Safe), giving a Safety-Adjusted Yield of 3.12%. Distributions grew 5.0% over the past year. Total return is 483.1% over the past 28.6 years, 791.1 points behind SPY at 1274.2%. Its deepest 1-year drawdown was 13.8%.
Heritage Financial Corporation is a bank holding company that operates Heritage Bank, providing deposit products and lending services to small and medium-sized businesses and consumers across the United States, including commercial loans, real estate financing, residential mortgages, and consumer credit alongside digital banking services. The stock carries a moderate current distribution rate paid quarterly. It may appeal to income-focused investors seeking exposure to regional banking with regular dividend payments.
HFWA key facts
- Distribution Safety Score™
- 97 · Safe
- Safety-Adjusted Yield
- 3.12%
- Asset type
- Stock
- Asset class
- Equity
- Inception date
- 01/09/1998
- Distribution rate
- 3.22%
- Distribution frequency
- Quarterly
- Trailing yield
- 3.26%
- 5-year average yield
- 3.87
- Last close
- $29.74
- Market cap
- $1,257,998,336
- Average volume
- 202994.0
- Last dividend
- $0.2500
- Ex-dividend date
- 08/05/2026
- Payment date
- 08/19/2026
- Beta
- 0.49
- Payout ratio
- 0.4305
- P/E ratio
- 15.3367
- Forward P/E
- 12.3305
- EPS
- $1.99
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Income is not the same as return. Distribution yield measures cash paid to investors; total return also includes price changes. Compare both, especially for option-income and other high-distribution funds.
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