HFWA NASDAQ Week ended 24 Jul 2026

Weekly Investor Report

Heritage Financial Corporation · Financial Services · Banks - Regional

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Latest close 30.16 USD
-1.2% latest week
Weekly setup

Constructive, but selective

The weekly trend is active. Price is 11.9% above the Trend Line and sits at 89.4% of its 52-week range. The latest completed week returned -1.2%, after a 2.2% four-week move. The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive. Options positioning is mixed with 35/100 conviction, while the latest news-sentiment score is 56/100. Near-term considerations: earnings are due in 84d.

Setup score 74 out of 100
Latest Close 30.16 USD 24 Jul 2026
1W Return -1.2% latest completed week
4W Return 2.2% short-term follow-through
12W Return 10.2% quarterly tape
Trend Breadth 76.9% 40 of 52 weeks active
Volume Ratio 2.1x vs 13-week average
What is working
  • The trend backdrop is active with a 33-week active streak.
  • Price is above the Trend Line, keeping the weekly tape constructive.
  • Price is above Fair Value, showing premium demand versus the model.
  • Activity pressure is positive on the latest completed week.
What could go wrong
  • 2 reversal markers appear in the recent smart-money tape.
What to watch next
  • Price is close to its 52-week high; watch for continuation or exhaustion.
  • Trend Line remains the key weekly regime level.
  • Activity pressure is the gauge to monitor for confirmation or fade.
  • A volume ratio above 1.5x would show stronger participation in the next move.
Price follow-through -1.2% Latest completed week; four-week move 2.2%. Indicator stack 87/76 Trend and activity pressure are weighted against the latest 12-week confirmation window. Trend backdrop Active The trend backdrop defines the current weekly regime. Patient Capital Quiet Activity-pressure buy-signal status for institutional accumulation timing. Options pressure Mixed 35/100 conviction; expected move 9.4%. News sentiment 56/100 69 relevant articles in the latest sentiment read. Event risk 84d Next report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
01 · Price action

Where price is—and whether the trend supports it

The weekly trend is active. Price is 11.9% above the Trend Line and sits at 89.4% of its 52-week range. The latest completed week returned -1.2%, after a 2.2% four-week move.

Study the full chart

52-week price path

Price vs Trend Line and Fair Value
Price Trend Line Fair Value
02 · Volume and demand

Is real participation confirming the move?

Latest weekly volume is 2.1x the 13-week average. Participation is unusually strong and confirms that the move is attracting attention.

26-week volume confirmation

Bar height shows volume; colour shows the weekly price direction
30 Jan 6 Feb 13 Feb 20 Feb 27 Feb 6 Mar 13 Mar 20 Mar 27 Mar 3 Apr 10 Apr 17 Apr 24 Apr 1 May 8 May 15 May 22 May 29 May 5 Jun 12 Jun 19 Jun 26 Jun 3 Jul 10 Jul 17 Jul 24 Jul
Up week Down week
Demand beneath price

Activity pressure and institutional-style signals

These indicators assess whether participation is improving beneath the headline price move. They are supporting evidence, not proof of institutional buying.

Activity pressure path

Latest 0.9412-week average 0.76

12-week confirmation

Trend active12/12Active trend-backdrop weeks in the latest 12-week window.
Positive pressure7/12Weeks with constructive activity pressure in the latest 12-week window.
Positive leadership5/12Weeks with positive relative leadership in the latest 12-week window.
Activity pressure0.94Current proprietary activity-pressure read.
Buy signals0Accumulation signal count in the latest 12 weeks.
Reversal markers22 reversal markers

No recent accumulation markers. 2 reversal markers.

03 · Momentum and leadership

Is performance persistent—and is the stock leading?

Performance is 2.2% over four weeks, 10.2% over 12 weeks, and 33.8% over one year. The current trend has remained active for 33 consecutive weeks.

Performance by holding period

1W-1.2%
4W2.2%
12W10.2%
26W15.6%
52W33.8%
Active trend streak33 weeks
Active weeks in one year40
Trend breadth76.9%

Activity pressure vs relative leadership

Activity pressureRelative leadership
Pressure1.40Latest activity-pressure read.
Pressure change15.3%Four-week change in activity pressure.
Leadership9.55Latest relative-leadership reading.
RS change152.9%Four-week change in relative leadership.
04 · Fundamentals and valuation

What investors are paying for—and the quality behind it

The latest factor snapshot indicates quality ranks strongly versus its universe; growth is moderate; valuation is neither clearly cheap nor expensive.

Open full factor analysis
Factor week 26 Jul 2026 Financial statements through 31 Dec 2025 Field coverage 100% Model confidence 100%

Relative factor standing

Higher display scores are better. Each score is converted from the underlying universe rank, where rank 1 is best.

Overall factor strength62/100Blend of value, momentum, and quality. Underlying universe rank 39; rank 1 is best.
Value29/100Relative valuation strength. Underlying universe rank 72; rank 1 is best.
Quality83/100Profitability and accounting quality. Underlying universe rank 18; rank 1 is best.
Momentum78/100Medium-term price momentum. Underlying universe rank 23; rank 1 is best.
Growth69/100Revenue and earnings growth. Underlying universe rank 32; rank 1 is best.
How to read this

Quality and valuation are separate questions

A strong company can still carry a demanding valuation. This report shows profitability, growth, balance-sheet strength, and the price paid for those characteristics separately.

Value-quality framework36/100Value and quality alignment from the Sharemaestro SVQF framework.

Valuation

How much investors are paying for earnings, sales, and cash flow.

P/E
16.0x
Price divided by trailing earnings.
Price / sales
3.7x
Market value relative to trailing revenue.
EV / EBITDA
27.2x
Enterprise value relative to operating cash earnings.
Free-cash-flow yield
7.8%
Free cash flow as a share of enterprise value.

Business quality

Margins and the return generated on invested capital.

Gross margin
74.6%
Gross profit retained from each unit of revenue.
Operating margin
14.0%
Operating profit retained from revenue.
Free-cash-flow margin
30.9%
Free cash flow generated from revenue.
Return on invested capital
3.4%
Operating return generated on invested capital.

Growth and financial strength

Recent business growth and accounting strength.

Revenue growth
3.4%
Latest one-year revenue growth.
EPS growth
57.4%
Latest one-year earnings-per-share growth.
Free-cash-flow growth
-
Latest one-year free-cash-flow growth.
Piotroski F-score
9/9
Nine-point accounting-strength checklist.

Shareholder return and balance sheet

Cash returned to owners and financial leverage.

Dividend yield
3.2%
Cash dividends relative to market value.
Buyback yield
0.4%
Net share repurchases relative to market value.
Shareholder yield
3.6%
Dividend yield plus net buyback yield.
Net debt / EBITDA
1.8x
Balance-sheet debt relative to operating cash earnings.
05 · Ownership, options, and sentiment

What other market participants are doing

Options, insider transactions, market sentiment, and activity-pressure signals can confirm or challenge the price story. None should be used alone.

Options positioningMixed

HFWA shows mixed options pressure with a 35/100 conviction score, put-call volume ratio of n/a, expected move of 9.4%, and Sharemaestro trend signal active.

Conviction35/100
Expected move9.4%
Put/call volume
Pressure-5
Speculation0
Volatility64
Trend agreement100
Open options detail
Insider activity12 / 8

12 acquisitions and 8 disposals in the latest 180-day insider tape.

Acquisitions / disposals over the latest 180 days. Insider activity is context, not a stand-alone signal.
News sentiment56/100

Weighted news tone is neutral across 69 relevant articles.

26 positive · 40 neutral · 3 negative
Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal
06 · Catalysts and risk

What can move the shares—and how volatile the path has been

Event timing, options-implied movement, drawdown, and weekly return distribution frame the risk around the current setup.

Next earnings84dNext report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
Options expected move9.4%Nearest-chain priced movement where available.
52-week drawdown-3.5%Distance below the 52-week high.
13-week volatility3.3%Standard deviation of weekly returns.

Weekly gains and losses

Latest 26 completed weeks

Each bar is one week. Gains rise above the zero line; losses fall below it. Taller bars mean a larger weekly move.

Weeks higher15 of 2611 weeks finished lower.
Best week+9.2%Week of 6 Feb.
Worst week-6.6%Week of 27 Feb.
Latest week-1.2%Week of 24 Jul.

Shape of recent returns

Strong gains6
Modest gains9
Flat weeks0
Modest losses8
Sharp losses3
Recent vol3.3%13-week weekly-return volatility.
Base vol3.5%52-week weekly-return volatility.
Up/down split32/20Count of positive and negative weeks in the 52-week window.
Average skew2.9% / -3.0%Average positive week versus average negative week.
07 · Sector and peer context

Is this stock leading—or simply moving with its group?

Sector and industry breadth distinguish company-specific strength from a broad group move.

08 · Evidence and weekly data

The underlying research record

Every top-level statement above should be traceable to a stored market, fundamental, event, or positioning observation.

Weekly tape76/100

Trend, activity pressure, participation, and risk combine to a 76/100 tape read.

 Indicator analysis67/100

Latest 12-week confirmation: trend 12/12, activity pressure 7/12, relative leadership 5/12.

Activity pressure 0.94; 2 reversal markers Factors62/100

O'Shaughnessy factor stack blends value, quality, momentum, and confidence.

Buyback Yield rank 36; Small Cap Core rank 68 SVQF36/100

Value and quality alignment from the Sharemaestro SVQF framework.

Composite rank 467.5 of 726 Patient CapitalQuiet

Activity-pressure buy-signal evidence highlights potential institutional accumulation windows.

No recent buy signal Options60/100

HFWA shows mixed options pressure with a 35/100 conviction score, put-call volume ratio of n/a, expected move of 9.4%, and Sharemaestro trend signal active.

Mixed · Options-market disagreement · Expected move 9.4% Sentiment56/100

Weighted news tone is neutral across 69 relevant articles.

Heritage Financial (NASDAQ:HFWA) Given New $32.00 Price Target at Stephens Insiders12 / 8

12 acquisitions and 8 disposals in the latest 180-day insider tape.

 Earnings84d

Next report is scheduled for 22 Oct 2026; event risk rises as the date approaches.
WeekCloseReturnTrend LineFair ValuePressureLeadershipVolumeTrend
24 Jul 202630.16 USD-1.2%26.95 USD21.48 USD1.409.553.2MOn
17 Jul 202630.52 USD3.7%26.74 USD21.39 USD1.469.302.2MOn
10 Jul 202629.42 USD-0.9%26.54 USD21.29 USD1.321.021.1MOn
3 Jul 202629.70 USD0.6%26.39 USD21.20 USD1.393.651.2MOn
26 Jun 202629.52 USD5.7%26.19 USD21.10 USD1.223.782.6MOn
19 Jun 202627.92 USD-3.9%25.99 USD21.00 USD0.71-6.271.5MOn
12 Jun 202629.04 USD4.5%25.82 USD20.91 USD0.38-0.081.2MOn
5 Jun 202627.78 USD1.9%25.58 USD20.83 USD-0.11-2.281.3MOn
29 May 202627.25 USD0.3%25.37 USD20.74 USD-0.28-8.59909.5KOn
22 May 202627.18 USD4.4%25.18 USD20.67 USD-0.22-6.481.0MOn
15 May 202626.03 USD-5.4%25.03 USD20.59 USD-0.21-9.601.3MOn
8 May 202627.52 USD0.5%24.87 USD20.51 USD-0.06-5.071.1MOn
1 May 202627.37 USD4.3%24.69 USD20.42 USD-0.03-0.761.5MOn
24 Apr 202626.24 USD-3.7%24.57 USD20.34 USD-0.08-3.631.5MOn
How to use this report

This is a completed-week research summary. It explains the available evidence and its conflicts; it does not predict a guaranteed outcome or replace your own risk assessment. Fundamental figures may refer to an earlier financial reporting period, which is shown above.