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Heritage Financial (HFWA) Competitors

Heritage Financial logo
$23.88 -0.15 (-0.62%)
Closing price 10/8/2025 04:00 PM Eastern
Extended Trading
$23.90 +0.02 (+0.06%)
As of 10/8/2025 04:10 PM Eastern
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HFWA vs. BANR, BUSE, CTBI, FFBC, FRME, HOPE, SFNC, STBA, TCBK, and UBSI

Should you be buying Heritage Financial stock or one of its competitors? The main competitors of Heritage Financial include Banner (BANR), First Busey (BUSE), Community Trust Bancorp (CTBI), First Financial Bancorp. (FFBC), First Merchants (FRME), Hope Bancorp (HOPE), Simmons First National (SFNC), S&T Bancorp (STBA), TriCo Bancshares (TCBK), and United Bankshares (UBSI). These companies are all part of the "regional banks" industry.

Heritage Financial vs. Its Competitors

Heritage Financial (NASDAQ:HFWA) and Banner (NASDAQ:BANR) are both finance companies, but which is the better stock? We will contrast the two businesses based on the strength of their media sentiment, analyst recommendations, earnings, dividends, profitability, institutional ownership, risk and valuation.

Banner has higher revenue and earnings than Heritage Financial. Banner is trading at a lower price-to-earnings ratio than Heritage Financial, indicating that it is currently the more affordable of the two stocks.

CompanyGross RevenuePrice/Sales RatioNet IncomeEarnings Per SharePrice/Earnings Ratio
Heritage Financial$317.18M2.56$43.26M$1.4316.70
Banner$832.99M2.65$168.90M$5.2512.18

Heritage Financial pays an annual dividend of $0.96 per share and has a dividend yield of 4.0%. Banner pays an annual dividend of $1.92 per share and has a dividend yield of 3.0%. Heritage Financial pays out 67.1% of its earnings in the form of a dividend. Banner pays out 36.6% of its earnings in the form of a dividend. Both companies have healthy payout ratios and should be able to cover their dividend payments with earnings for the next several years. Heritage Financial has raised its dividend for 14 consecutive years. Heritage Financial is clearly the better dividend stock, given its higher yield and longer track record of dividend growth.

78.3% of Heritage Financial shares are owned by institutional investors. Comparatively, 87.3% of Banner shares are owned by institutional investors. 1.8% of Heritage Financial shares are owned by company insiders. Comparatively, 1.7% of Banner shares are owned by company insiders. Strong institutional ownership is an indication that endowments, hedge funds and large money managers believe a stock will outperform the market over the long term.

Banner has a net margin of 21.15% compared to Heritage Financial's net margin of 15.22%. Banner's return on equity of 10.06% beat Heritage Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Heritage Financial15.22% 7.34% 0.90%
Banner 21.15%10.06%1.13%

In the previous week, Banner had 7 more articles in the media than Heritage Financial. MarketBeat recorded 13 mentions for Banner and 6 mentions for Heritage Financial. Banner's average media sentiment score of 0.75 beat Heritage Financial's score of 0.70 indicating that Banner is being referred to more favorably in the news media.

Company Very Positive Positive Neutral Negative Very Negative Overall Sentiment
Heritage Financial
1 Very Positive mention(s)
1 Positive mention(s)
3 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive
Banner
4 Very Positive mention(s)
3 Positive mention(s)
5 Neutral mention(s)
0 Negative mention(s)
0 Very Negative mention(s)
Positive

Heritage Financial presently has a consensus price target of $28.50, indicating a potential upside of 19.35%. Banner has a consensus price target of $70.17, indicating a potential upside of 9.77%. Given Heritage Financial's higher possible upside, analysts plainly believe Heritage Financial is more favorable than Banner.

Company Sell Ratings Hold Ratings Buy Ratings Strong Buy Ratings Rating Score
Heritage Financial
0 Sell rating(s)
3 Hold rating(s)
2 Buy rating(s)
1 Strong Buy rating(s)
2.67
Banner
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67

Heritage Financial has a beta of 0.53, meaning that its stock price is 47% less volatile than the S&P 500. Comparatively, Banner has a beta of 0.91, meaning that its stock price is 9% less volatile than the S&P 500.

Summary

Banner beats Heritage Financial on 13 of the 19 factors compared between the two stocks.

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New MarketBeat Followers Over Time

This chart shows the number of new MarketBeat users adding HFWA and its top 5 competitors to their watchlist. Each company is represented with a line over a 90 day period.
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Media Sentiment Over Time

This chart shows the average media sentiment of NASDAQ and its competitors over the past 90 days as caculated by MarketBeat. The averaged score is equivalent to the following: Very Negative Sentiment <= -1.5, Negative Sentiment > -1.5 and <= -0.5, Neutral Sentiment > -0.5 and < 0.5, Positive Sentiment >= 0.5 and < 1.5, and Very Positive Sentiment >= 1.5.
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HFWA vs. The Competition

MetricHeritage FinancialFIN IndustryFinance SectorNASDAQ Exchange
Market Cap$815.90M$593.02M$12.69B$10.55B
Dividend Yield3.99%3.17%5.54%4.75%
P/E Ratio16.7013.5130.2327.60
Price / Sales2.562.0730.18205.12
Price / Cash12.1116.1222.5761.55
Price / Book0.941.082.296.76
Net Income$43.26M$36.82M$1.02B$275.88M
7 Day Performance-0.67%0.35%0.36%2.81%
1 Month Performance-3.98%-0.16%0.36%9.24%
1 Year Performance12.91%10.65%539.82%35.42%

Heritage Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HFWA
Heritage Financial
4.3246 of 5 stars
$23.88
-0.6%
$28.50
+19.3%
+14.0%$815.90M$317.18M16.70830Analyst Forecast
BANR
Banner
3.6274 of 5 stars
$65.82
+1.0%
$70.17
+6.6%
+8.2%$2.25B$832.99M12.541,956Trending News
Upcoming Earnings
Analyst Forecast
BUSE
First Busey
4.8511 of 5 stars
$23.50
-2.1%
$27.33
+16.3%
-5.4%$2.14B$663.36M20.981,548Analyst Forecast
CTBI
Community Trust Bancorp
4.381 of 5 stars
$55.59
-1.6%
$64.50
+16.0%
+15.8%$1.02B$264.82M10.94980News Coverage
Positive News
Upcoming Earnings
Analyst Forecast
FFBC
First Financial Bancorp.
4.8002 of 5 stars
$25.47
-1.4%
$29.40
+15.4%
+6.0%$2.47B$1.62B10.192,090Analyst Forecast
FRME
First Merchants
4.9717 of 5 stars
$37.44
-2.0%
$48.00
+28.2%
+4.7%$2.21B$637.74M9.702,120Analyst Downgrade
High Trading Volume
HOPE
Hope Bancorp
4.7832 of 5 stars
$10.71
-1.6%
$13.25
+23.7%
-9.4%$1.39B$444.74M30.601,244Analyst Forecast
SFNC
Simmons First National
4.9078 of 5 stars
$19.36
-1.8%
$22.75
+17.5%
-9.8%$2.85B$794.53M15.242,946Upcoming Earnings
Analyst Forecast
STBA
S&T Bancorp
3.6403 of 5 stars
$37.64
-1.6%
$42.00
+11.6%
-5.2%$1.47B$384.51M11.041,206Analyst Forecast
TCBK
TriCo Bancshares
3.8514 of 5 stars
$44.56
-0.7%
$47.60
+6.8%
+5.0%$1.46B$531.04M13.111,201Positive News
Analyst Forecast
UBSI
United Bankshares
3.7727 of 5 stars
$37.24
-0.3%
$40.50
+8.8%
+3.7%$5.29B$1.63B13.162,553Positive News
Analyst Downgrade

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This page (NASDAQ:HFWA) was last updated on 10/9/2025 by MarketBeat.com Staff
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