Heritage Financial Stock Performance
| HFWA Stock | USD 23.77 0.53 2.28% |
The company retains a Market Volatility (i.e., Beta) of 0.83, which attests to possible diversification benefits within a given portfolio. As returns on the market increase, Heritage Financial's returns are expected to increase less than the market. However, during the bear market, the loss of holding Heritage Financial is expected to be smaller as well. At this point, Heritage Financial has a negative expected return of -0.0863%. Please make sure to check out Heritage Financial's skewness, as well as the relationship between the rate of daily change and price action indicator , to decide if Heritage Financial performance from the past will be repeated at some point in the near future.
Risk-Adjusted Performance
Very Weak
Weak | Strong |
Over the last 90 days Heritage Financial has generated negative risk-adjusted returns adding no value to investors with long positions. Despite somewhat strong basic indicators, Heritage Financial is not utilizing all of its potentials. The latest stock price disturbance, may contribute to short-term losses for the investors. ...more
Actual Historical Performance (%)
One Day Return 0.46 | Five Day Return 1.57 | Year To Date Return (0.71) | Ten Year Return 44.2 | All Time Return 99.17 |
Forward Dividend Yield 0.0404 | Payout Ratio | Last Split Factor 21:20 | Forward Dividend Rate 0.96 | Dividend Date 2025-02-20 |
1 | Disposition of 2700 shares by Rivera Frederick B of Heritage Financial at 25.45 subject to Rule 16b-3 | 01/27/2025 |
2 | Apple investors back companys pro-DEI stance, setting up stark divide in Silicon Valley | 02/25/2025 |
3 | Historic Brown Chapel AME Church African American Cultural Heritage Action Fund Commemorate the 60th Anniversary of Bloody Sunday | 02/28/2025 |
4 | This Stunning Chronograph Combines Menswear Heritage with Field-Watch Vibes | 03/05/2025 |
5 | The governments of Canada and Saskatchewan sign a bilateral agreement on minority-language education and second official language instruction | 03/10/2025 |
6 | Heritage Insurance Reports Q4 Earnings What Key Metrics Have to Say | 03/11/2025 |
7 | 2025 Philadelphia St Patricks Day Parade What You Need To Know | 03/12/2025 |
8 | Direct aid to Israel should be phased out to reduce US leverage, influential conservative groups argue | 03/13/2025 |
9 | Freeland offered transport, Miller and Duclos among ministers to be dropped from Carneys new cabinet sources | 03/14/2025 |
| Begin Period Cash Flow | 225 M |
Heritage |
Heritage Financial Relative Risk vs. Return Landscape
If you would invest 2,543 in Heritage Financial on December 17, 2024 and sell it today you would lose (152.00) from holding Heritage Financial or give up 5.98% of portfolio value over 90 days. Heritage Financial is currently does not generate positive expected returns and assumes 1.7222% risk (volatility on return distribution) over the 90 days horizon. In different words, 15% of stocks are less volatile than Heritage, and 99% of all traded equity instruments are projected to make higher returns than the company over the 90 days investment horizon. Expected Return |
| Risk |
Heritage Financial Market Risk Analysis
Today, many novice investors tend to focus exclusively on investment returns with little concern for Heritage Financial's investment risk. Standard deviation is the most common way to measure market volatility of stocks, such as Heritage Financial, and traders can use it to determine the average amount a Heritage Financial's price has deviated from the expected return over a period of time. It is calculated by determining the expected price for the established period and then subtracting this figure from each price point. The differences are then squared, summed, and averaged to produce the variance.
Sharpe Ratio = -0.0501
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| Cash | Small Risk | Average Risk | High Risk | Huge Risk |
| Negative Returns | HFWA |
Estimated Market Risk
| 1.72 actual daily | 15 85% of assets are more volatile |
Expected Return
| -0.09 actual daily | 0 Most of other assets have higher returns |
Risk-Adjusted Return
| -0.05 actual daily | 0 Most of other assets perform better |
Based on monthly moving average Heritage Financial is not performing at its full potential. However, if added to a well diversified portfolio the total return can be enhanced and market risk can be reduced. You can increase risk-adjusted return of Heritage Financial by adding Heritage Financial to a well-diversified portfolio.
Heritage Financial Fundamentals Growth
Heritage Stock prices reflect investors' perceptions of the future prospects and financial health of Heritage Financial, and Heritage Financial fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Heritage Stock performance.
| Return On Equity | 0.0504 | ||||
| Return On Asset | 0.0061 | ||||
| Profit Margin | 0.21 % | ||||
| Operating Margin | 0.31 % | ||||
| Current Valuation | 1.12 B | ||||
| Shares Outstanding | 33.99 M | ||||
| Price To Earning | 19.94 X | ||||
| Price To Book | 0.94 X | ||||
| Price To Sales | 3.84 X | ||||
| Revenue | 309.71 M | ||||
| Gross Profit | 210.56 M | ||||
| EBITDA | 78.52 M | ||||
| Net Income | 43.26 M | ||||
| Cash And Equivalents | 407.32 M | ||||
| Cash Per Share | 11.60 X | ||||
| Total Debt | 405.06 M | ||||
| Debt To Equity | 0.04 % | ||||
| Book Value Per Share | 25.41 X | ||||
| Cash Flow From Operations | 64.48 M | ||||
| Earnings Per Share | 1.24 X | ||||
| Market Capitalization | 807.96 M | ||||
| Total Asset | 7.11 B | ||||
| Retained Earnings | 387.1 M | ||||
About Heritage Financial Performance
By analyzing Heritage Financial's fundamental ratios, stakeholders can gain valuable insights into Heritage Financial's financial health, operational efficiency, and overall profitability, helping them make informed investment and management decisions. For instance, if Heritage Financial has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Heritage Financial has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements.
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | 0.01 | 0.01 | |
| Return On Capital Employed | 0.04 | 0.05 | |
| Return On Assets | 0.01 | 0.01 | |
| Return On Equity | 0.05 | 0.09 |
Things to note about Heritage Financial performance evaluation
Checking the ongoing alerts about Heritage Financial for important developments is a great way to find new opportunities for your next move. Stock alerts and notifications screener for Heritage Financial help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.| Heritage Financial generated a negative expected return over the last 90 days | |
| Over 84.0% of the company shares are owned by institutional investors | |
| Latest headline from bnnbloomberg.ca: Freeland offered transport, Miller and Duclos among ministers to be dropped from Carneys new cabinet sources |
- Analyzing Heritage Financial's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
- Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Heritage Financial's stock is overvalued or undervalued compared to its peers.
- Examining Heritage Financial's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
- Evaluating Heritage Financial's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Heritage Financial's management team can help you assess the Company's leadership.
- Pay attention to analyst opinions and ratings of Heritage Financial's stock. These opinions can provide insight into Heritage Financial's potential for growth and whether the stock is currently undervalued or overvalued.
Complementary Tools for Heritage Stock analysis
When running Heritage Financial's price analysis, check to measure Heritage Financial's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Heritage Financial is operating at the current time. Most of Heritage Financial's value examination focuses on studying past and present price action to predict the probability of Heritage Financial's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Heritage Financial's price. Additionally, you may evaluate how the addition of Heritage Financial to your portfolios can decrease your overall portfolio volatility.
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