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Heritage Financial (HFWA) Competitors

Heritage Financial logo
$25.28 -0.37 (-1.44%)
Closing price 07/11/2025 04:00 PM Eastern
Extended Trading
$25.28 0.00 (0.00%)
As of 07/11/2025 04:04 PM Eastern
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HFWA vs. BANR, BUSE, CTBI, FFBC, FRME, PPBI, 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), Pacific Premier Bancorp (PPBI), Simmons First National (SFNC), S&T Bancorp (STBA), TriCo Bancshares (TCBK), and United Bankshares (UBSI). These companies are all part of the "finance" sector.

Heritage Financial vs. Its Competitors

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

Banner has a net margin of 20.77% compared to Heritage Financial's net margin of 15.73%. Banner's return on equity of 9.95% beat Heritage Financial's return on equity.

Company Net Margins Return on Equity Return on Assets
Banner20.77% 9.95% 1.10%
Heritage Financial 15.73%7.12%0.87%

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
Banner$832.99M2.85$168.90M$5.0913.49
Heritage Financial$317.18M2.72$43.26M$1.4817.08

Banner has a beta of 0.89, indicating that its share price is 11% less volatile than the S&P 500. Comparatively, Heritage Financial has a beta of 0.54, indicating that its share price is 46% less volatile than the S&P 500.

Banner currently has a consensus price target of $70.83, indicating a potential upside of 3.14%. Heritage Financial has a consensus price target of $27.67, indicating a potential upside of 9.44%. 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
Banner
0 Sell rating(s)
2 Hold rating(s)
4 Buy rating(s)
0 Strong Buy rating(s)
2.67
Heritage Financial
0 Sell rating(s)
2 Hold rating(s)
1 Buy rating(s)
0 Strong Buy rating(s)
2.33

87.3% of Banner shares are held by institutional investors. Comparatively, 78.3% of Heritage Financial shares are held by institutional investors. 1.7% of Banner shares are held by company insiders. Comparatively, 1.8% of Heritage Financial shares are held by company insiders. Strong institutional ownership is an indication that hedge funds, endowments and large money managers believe a company is poised for long-term growth.

Banner pays an annual dividend of $1.92 per share and has a dividend yield of 2.8%. Heritage Financial pays an annual dividend of $0.96 per share and has a dividend yield of 3.8%. Banner pays out 37.7% of its earnings in the form of a dividend. Heritage Financial pays out 64.9% 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 increased 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.

In the previous week, Banner had 3 more articles in the media than Heritage Financial. MarketBeat recorded 6 mentions for Banner and 3 mentions for Heritage Financial. Banner's average media sentiment score of 0.75 beat Heritage Financial's score of 0.63 indicating that Banner is being referred to more favorably in the media.

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

Summary

Banner beats Heritage Financial on 14 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$874.81M$632.94M$12.07B$9.11B
Dividend Yield3.74%3.31%5.53%4.02%
P/E Ratio17.0810.1620.0420.25
Price / Sales2.721.7625.5199.61
Price / Cash12.9315.2521.6458.16
Price / Book1.001.022.285.49
Net Income$43.26M$33.50M$992.82M$250.27M
7 Day Performance-1.29%-0.71%-0.23%4.75%
1 Month Performance8.03%2.94%2.76%7.64%
1 Year Performance31.74%13.28%536.06%16.34%

Heritage Financial Competitors List

CompanyMarketRankShare PriceAnalysts' Price Target1Y Price PerformanceMarket CapRevenueP/E RatioEmployee CountIndicator(s)
HFWA
Heritage Financial
2.6278 of 5 stars
$25.28
-1.4%
$27.67
+9.4%
+32.4%$874.81M$317.18M17.08830News Coverage
BANR
Banner
2.6499 of 5 stars
$67.96
-1.0%
$70.83
+4.2%
+31.3%$2.37B$832.99M13.351,956Upcoming Earnings
BUSE
First Busey
4.7789 of 5 stars
$24.00
-1.6%
$27.67
+15.3%
-5.6%$2.18B$663.36M22.431,548News Coverage
Positive News
Dividend Announcement
Analyst Forecast
CTBI
Community Trust Bancorp
3.403 of 5 stars
$55.28
-1.5%
$57.00
+3.1%
+21.9%$1.02B$376.01M11.54980Positive News
Upcoming Earnings
FFBC
First Financial Bancorp.
4.5708 of 5 stars
$25.49
-1.4%
$28.75
+12.8%
+9.0%$2.48B$1.62B10.582,090Positive News
Analyst Downgrade
FRME
First Merchants
4.7034 of 5 stars
$40.27
-1.2%
$46.40
+15.2%
+15.9%$2.38B$1.07B11.312,120News Coverage
Positive News
PPBI
Pacific Premier Bancorp
3.7843 of 5 stars
$22.76
-1.5%
$27.25
+19.7%
-9.6%$2.24B$905.41M14.971,325Positive News
SFNC
Simmons First National
4.5835 of 5 stars
$19.98
-1.8%
$22.33
+11.8%
+5.7%$2.56B$1.46B17.222,946News Coverage
Positive News
Upcoming Earnings
STBA
S&T Bancorp
2.6408 of 5 stars
$39.46
-1.0%
$41.67
+5.6%
+10.5%$1.53B$564.96M11.371,206Analyst Downgrade
TCBK
TriCo Bancshares
3.7051 of 5 stars
$42.38
-1.4%
$47.80
+12.8%
+2.1%$1.41B$531.04M12.361,201News Coverage
Positive News
UBSI
United Bankshares
2.7483 of 5 stars
$37.78
-1.6%
$40.63
+7.5%
+10.2%$5.46B$1.63B14.042,553Positive News

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This page (NASDAQ:HFWA) was last updated on 7/12/2025 by MarketBeat.com Staff
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