Heritage Financial Corp /Wa/ (HFWA) — SEC Filings
Heritage Financial Corp /Wa/ (HFWA) — 32 SEC filings. Latest: 8-K (Dec 30, 2025). Includes 15 8-K, 6 10-Q, 4 SC 13G.
View Heritage Financial Corp /Wa/ on SEC EDGAR
Overview
Heritage Financial Corp /Wa/ (HFWA) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 10-Q filed on Nov 7, 2025: HERITAGE FINANCIAL CORP /WA/ reported a significant increase in net income for the three months ended September 30, 2025, reaching $19.169 million, up 67.8% from $11.423 million in the same period of 2024. For the nine months ended September 30, 2025, net income rose to $45.295 million, a 44.6% incr
Sentiment Summary
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 27 neutral, 3 mixed. The dominant filing sentiment for Heritage Financial Corp /Wa/ is neutral.
Filing Type Overview
Heritage Financial Corp /Wa/ (HFWA) has filed 15 8-K, 6 10-Q, 1 DEF 14A, 2 10-K, 4 SC 13G, 1 DEFA14A, 3 SC 13G/A with the SEC between Jan 2024 to Dec 2025.
Filings by Year
Recent SEC Filings (32)
Risk Profile
Risk Assessment: Of HFWA's 19 recent filings, 0 were flagged as high-risk, 9 as medium-risk, and 10 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.
Financial Highlights
| Metric | Value |
|---|---|
| Revenue | $57,371,000 |
| Net Income | $19,169,000 |
| EPS | $0.56 |
| Debt-to-Equity | 0.15 |
| Cash Position | $245,491,000 |
| Operating Margin | N/A |
| Total Assets | $7,011,879,000 |
| Total Debt | $160,277,000 |
Key Executives
- Jeffrey L. Johnson
- Michael S. Nelson
- Brian L. Thomsen
- David L. Johnson
- Michael J. Nelson
Industry Context
Heritage Financial Corp operates within the highly competitive banking sector. The industry is characterized by evolving customer preferences for digital services, increasing regulatory scrutiny, and the ongoing impact of interest rate environments on net interest margins. Consolidation through mergers and acquisitions, like the proposed deal with Olympic Bancorp, is a common strategy to achieve scale and enhance competitive positioning.
Top Tags
financials (5) · acquisition (3) · merger (3) · quarterly-report (3) · Regional Banking (2) · Financial Performance (2) · disclosure (2) · expansion (2) · 10-Q (2) · executive-compensation (2)
Key Numbers
| Metric | Value | Context |
|---|---|---|
| Net income for Q3 2025 | $19.169M | Increased 67.8% from $11.423M in Q3 2024 |
| Net income for nine months ended Sep 30, 2025 | $45.295M | Increased 44.6% from $31.330M in 2024 |
| Net interest income for Q3 2025 | $57.371M | Increased from $52.958M in Q3 2024 |
| Net interest income for nine months ended Sep 30, 2025 | $166.044M | Increased from $155.601M in 2024 |
| Total assets as of Sep 30, 2025 | $7.012B | Decreased from $7.106B at Dec 31, 2024 |
| Total deposits as of Sep 30, 2025 | $5.857B | Increased from $5.685B at Dec 31, 2024 |
| Borrowings as of Sep 30, 2025 | $138.000M | Decreased from $383.000M at Dec 31, 2024 |
| Allowance for credit losses on loans as of Sep 30, 2025 | $53.974M | Increased from $52.468M at Dec 31, 2024 |
| Shares of common stock outstanding as of Oct 29, 2025 | 33,956,738 | Reflects current share count |
| Basic earnings per share for Q3 2025 | $0.56 | Increased from $0.33 in Q3 2024 |
| Acquisition Value | $1.0B | Total consideration for Cascade Bancorp |
| Expected Closing | Q2 2026 | Anticipated completion of the acquisition |
| Net Income Q2 2025 | $13.5M | Decreased from $16.2M in Q2 2024, a 16.7% decline. |
| Diluted EPS Q2 2025 | $0.40 | Down from $0.48 in Q2 2024, a 16.7% decrease. |
| Net Interest Income Q2 2025 | $36.2M | Decreased from $42.1M in Q2 2024, a 14% decline. |
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Frequently Asked Questions
What are the latest SEC filings for Heritage Financial Corp /Wa/ (HFWA)?
Heritage Financial Corp /Wa/ has 32 recent SEC filings from Jan 2024 to Dec 2025, including 15 8-K, 6 10-Q, 4 SC 13G. Each filing includes an AI-generated plain-English summary.
What is the overall sentiment of HFWA filings?
Across 32 filings, the sentiment breakdown is: 1 bullish, 1 bearish, 27 neutral, 3 mixed. The dominant sentiment is neutral.
Where can I find Heritage Financial Corp /Wa/ SEC filings explained simply?
ReadTheFiling provides AI-powered plain-English summaries of all Heritage Financial Corp /Wa/ (HFWA) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.
What are the key financial highlights for Heritage Financial Corp /Wa/?
Key financial highlights from Heritage Financial Corp /Wa/'s most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.
What is the investment thesis for HFWA?
The investment thesis for HFWA includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.
Who are the key executives at Heritage Financial Corp /Wa/?
Key executives identified across Heritage Financial Corp /Wa/'s filings include Jeffrey L. Johnson, Michael S. Nelson, Brian L. Thomsen, David L. Johnson, Michael J. Nelson.
What are the main risk factors for Heritage Financial Corp /Wa/ stock?
Of HFWA's 19 assessed filings, 0 were flagged high-risk, 9 medium-risk, and 10 low-risk.
What are recent predictions and forward guidance from Heritage Financial Corp /Wa/?
Forward guidance and predictions for Heritage Financial Corp /Wa/ are extracted from SEC filings as they are enriched.