Market Movers (8-K)
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Heritage Financial Corporation announced its second quarter 2026 financial results, reporting net income of $17.5 million and declaring a regular cash dividend of $0.25 per share.
NASDAQ
Heritage Financial Corporation shareholders re-elected all director nominees and ratified the appointment of Crowe LLP as the independent auditor.
NASDAQ
Heritage Financial Corporation reported Q1 2026 net income of $18.9 million, driven by the completed acquisition of Olympic Bancorp.
NASDAQ
Heritage Financial Corporation has amended its Form 8-K to include financial statements related to its acquisition of Olympic Bancorp, Inc., effective January 31, 2025.
NASDAQ
Heritage Financial Corporation has completed its acquisition of Olympic Bancorp, Inc., expanding its banking network in Washington.
Capital raise
NASDAQ
Heritage Financial Corporation announced robust fourth quarter and annual 2025 results, driven by increased profitability, deposit growth, and margin expansion, alongside progress on the Olympic Bancorp acquisition.
Better than expected
Quarterly Earnings (10-Q)
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Heritage Financial Corporation announced a significant increase in net income and net interest income for the second quarter of 2026, largely attributed to its recent acquisition of Olympic.
NASDAQ
Heritage Financial Corporation reports a 36.2% increase in net income for Q1 2026, driven by the successful integration of Olympic Bancorp.
Better than expected
NASDAQ
Heritage Financial Corporation reports a significant increase in net income for Q3 2025, driven by lower investment security losses, while announcing a definitive merger agreement with Olympic Bancorp, Inc.
Delay expected
Worse than expected
NASDAQ
Heritage Financial Corporation reported a 13.7% decrease in second-quarter net income to $12.2 million, primarily due to strategic investment security sales, despite strong net interest income growth.
Worse than expected
NASDAQ
Heritage Financial Corporation's Q1 2025 net income surged to $13.9 million, driven by strategic balance sheet repositioning and increased interest income.
Better than expected
NASDAQ
10-Q: Heritage Financial Corporation Reports Lower Q3 Earnings Amid Strategic Balance Sheet Repositioning
Heritage Financial Corporation's Q3 2024 net income declined due to increased interest expenses and losses from investment security sales, despite growth in loan portfolios and expense management initiatives.
Worse than expected
Annual Reports (10-K)
NASDAQ
Heritage Financial Corporation announced a significant increase in net income and diluted EPS for the fiscal year ended December 31, 2025, driven by higher net interest income and reduced investment security losses, alongside a key acquisition.
Capital raise
Better than expected
NASDAQ
Heritage Financial Corporation's 2024 net income decreased due to lower net interest income and increased losses on investment securities sales, despite a reduction in noninterest expense.
Worse than expected
NASDAQ
Heritage Financial Corporation details its common and preferred stock structure, including voting rights and dividend entitlements, in a recent SEC filing.
Capital raise
Insider Trading (Form 4)
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William Glasby, EVP Chief Information Officer of Heritage Financial Corp /Wa/, reported multiple transactions in common stock on July 17, 2026.
NASDAQ
Matthew T. Ray, EVP Chief Lending Officer of Heritage Financial Corp /Wa/, sold 3,692 shares of common stock on August 13, 2026 for $30.10 per share.
NASDAQ
Jeffrey S Lyon, a Director of Heritage Financial Corp /Wa/, sold 10,000 shares of common stock on August 5, 2026 for $30.00 per share.
NASDAQ
Tony Chalfant, EVP Chief Credit Officer of Heritage Financial Corp /Wa/, sold 3,234 shares of common stock on August 5, 2026 for $29.92 per share.
NASDAQ
Kelli Ann Wilson, EVP Chief Banking Officer of Heritage Financial Corp /Wa/, sold 3,778 shares of common stock on July 30, 2026 for $29.69 per share.
NASDAQ
William Glasby, EVP Chief Information Officer of Heritage Financial Corp /Wa/, reported multiple transactions in common stock on July 17, 2026.
Proxy Statements (Def-14A)
NASDAQ
Heritage Financial Corporation announces its 2026 annual shareholder meeting, highlighting strong 2025 profitability, a 56.1% net income increase, and key governance proposals.
Better than expected
NASDAQ
Heritage Financial Corporation has filed definitive additional materials with the SEC related to a proxy statement.
NASDAQ
Heritage Financial Corporation invites shareholders to its virtual 2025 annual meeting to vote on director elections, executive compensation, and the ratification of the independent auditor.
Worse than expected
NASDAQ
Heritage Financial Corporation has filed definitive additional material with the SEC related to its proxy statement.
NASDAQ
Heritage Financial Corporation will hold its annual shareholder meeting virtually on May 6, 2024, to vote on director elections, executive compensation, and auditor ratification.
Worse than expected
Schedule 13G - Passive Investments
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Victory Capital Management, Inc. has increased its beneficial ownership of Heritage Financial Corp. /WA/ common stock to 6.02%, filing an amended Schedule 13G.
NASDAQ
Jennison Associates LLC has reported beneficial ownership of 3,213,473 shares, representing 7.8% of the common stock of Heritage Financial Corp.
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 5.24% of Heritage Financial Corp's common stock as of March 31, 2026.
NASDAQ
Dimensional Fund Advisors LP has disclosed a beneficial ownership of 4.8% in Heritage Financial Corp/WA, holding 1,956,477 shares as of March 31, 2026.
NASDAQ
The Vanguard Group has filed an amended Schedule 13G, reporting zero beneficial ownership in Heritage Financial Corp/WA following an internal realignment.
NASDAQ
Jennison Associates LLC has reported a 9.2% beneficial ownership stake in Heritage Financial Corp, holding over 3.1 million shares.