HFWA Heritage Financial Corporation · $30.52 Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤 Terminal终端 ↗

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Heritage Financial Corporation · Health Care

HFWA

$30.52
Deep value深度价值 Small cap小盘 $1B
Engine stance引擎立场2026-07-20
Extended — don't chase; wait for a pullback过度拉升 — 勿追高；等待回撤
You missed the bottoming entry — the low already formed and price is now extended (momentum is fading — the daily moment已错过筑底入场——低点已经形成，目前价格已拉伸（动量正在衰竭——日线动量已开始掉头向下）。不要追高；等待回调至 10 日均线或下一个周期低点。若已持有则继续持有。
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Key Statistics关键统计

Price价格
$30.52
2.3% below 52-week high低于52周高点 2.3%
Market Cap市值
$1B
Normal volume正常成交量
P/E Ratio市盈率
15.3x
28.9x sector median
Beta贝塔
0.73
Moves about 0.7x the market波动幅度约为市场的 0.7 倍
RSI (14)RSI（14）
61
Elevated偏高
Next Earnings下次财报
2026-07-23 (4d)
Volatility Rank波动率分位
39th pctile
hist. vol. percentile历史波动率分位数
Short Interest空头兴趣
7.7% of float

Performance价格表现

Period周期 HFWA S&P 500vs Index对比指数
1 Week近1周 +3.7% -1.5% Beat the index by 5.2 points跑赢指数 5.2 个百分点
1 Month近1月 +10.9% +0.6% Beat the index by 10.3 points跑赢指数 10.3 个百分点
3 Months近3月 +12.0% +4.7% Beat the index by 7.3 points跑赢指数 7.3 个百分点
6 Months近6月 +23.9% +7.8% Beat the index by 16.1 points跑赢指数 16.1 个百分点
Year to date年初至今 +31.1% +9.1% Beat the index by 22.0 points跑赢指数 22.0 个百分点
1 Year近1年 +25.3% +19.4% Beat the index by 5.9 points跑赢指数 5.9 个百分点
3 Years近3年 +89.2% +69.4% Beat the index by 19.8 points跑赢指数 19.8 个百分点

Technicals技术面

RSI (14)RSI（14） 61 Elevated偏高
vs 50-day相对50日均线 +8.1% vs 50-day avg
vs 200-day相对200日均线 +19.1% vs 200-day avg
Volatility rank波动率分位 39th percentile 分位
Engine reference levels — not advice引擎参考水平 — 非投资建议
Buy zone买入区间
$29.63
Don't chase above不追高于
$30.52
Stop止损
$27.52
Extended — wait for a pullback过度拉伸 — 等待回撤

Earnings财务业绩

4
days until next report天后公布财报
2026-07-23

Estimates being cut预期下调

Earnings call transcripts — coming soon财报电话会议记录 — 即将上线

Valuation估值

Multiple指标 HFWA Sector median行业中位 Cheaper than相对便宜
P/E (trailing)市盈率（历史） 15.35x 28.92
85%
P/B市净率 1.12x 3.52
94%
Earnings yield盈利收益率 6.51% 2.72
89%
FCF yield自由现金流收益率 8.26% 3.94
87%
Shareholder yield股东收益率 3.68% 1.89
72%
P/FCF市值/自由现金流 12.10x 22.42
84%
Analyst price targets — coming soon分析师目标价 — 即将上线

Financials财务数据

Earnings Per Share每股收益
$1.29
2020
$2.73
2021
$2.31
2022
$1.75
2023
$1.24
2024
$1.96
2025
5yr CAGR5年复合增速: 8.7%
Free Cash Flow自由现金流
$63.3M
2020
$66.5M
2021
$90.4M
2022
$99.1M
2023
$61.0M
2024
$85.7M
2025
Margins利润率
7.3%Return on Equity股本回报率
1.0%Return on Assets资产回报率
Capital Allocation资本配置
Buybacks (TTM)回购（TTM）$5.5M
Share count change (1y)股数变化（1年）-0.1%
Piotroski皮奥特罗斯基 4/5 Clean稳健

Snapshot Gauges综合指标

Valuation vs Sector估值相对行业
Looks cheap vs sector相对行业偏便宜
Cheaper than 89% of its sector on blended multiples综合估值倍数低于行业内 89% 的公司
Beta市场敏感度
0.73×
0.21×3×
Moves about 0.7× the market波动幅度约为市场的 0.7 倍
Financial Health财务健康
4/5
Weak financial health财务健康状况偏弱
Dividend分红
—
Does not pay a dividend不派发股息

Why Is It Moving为何波动

Macro宏观 Long-duration name into a restrictive, rising-real-rate regime → rate headwind.长久期标的进入偏紧、实际利率上行的环境→利率逆风。
Positioning持仓 Insider cluster activity内部人集中交易
Technical技术面 HFWA made a new 52-week highHFWA 创52周新高

Ownership & Smart Money持仓与聪明钱

Insider activity内部人员活动: +$0.2M net (1 buyers, 3 sellers)+$0.2M 净值（1 买家，3 卖家）
Concentrated ownership集中持仓
Fund基金 Grade评级 Activity动作 % of portfolio组合占比 As of截至
Basswood Capital Management B Adding加仓 0.9% 2026-03-31

Signal History信号历史

BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS. A daily bottoming setup did fire (swing low in, momentum turned up), but it's LATE — price is already extended above the cycle low (formed ~20 day(s) ago @ 27.52) and momentum is fading — the daily momentum is already rolling over. A momentum cross is a LAGGING confirmation: after a vertical run it only triggers once the move is mature, so the bottoming entry has already passed. This is a chase, not a fresh buy. Last cycle was left-translated (topped early) — a bearish structural tell止盈。日线筑底形态确实已经触发（摆动低点出现、动量转向上行），但为时已晚——价格已显著高于周期低点（约 20 天前形成 @ 27.52）且动量正在衰竭——日线动量已开始掉头向下。动量交叉属于滞后确认：在垂直拉升之后，只有当走势已经成熟时才会触发，因此筑底入场早已错过。这是追高，而非新的买入。 上一周期为左移结构（见顶偏早）——属于看空的结构性信号
TOP WATCH NEARING A HIGH
Jul 16, 2026
HFWA made a new 52-week highHFWA 创52周新高
Price reached a fresh 52-week high — a momentum / trend extreme the whole market watches. $31.25.价格创出52周新高 — 全市场关注的动量/趋势极值。$31.25。
Jul 16, 2026
HFWA daily MACD crossed upHFWA 日线MACD上穿
The daily MACD histogram turned positive — fast and noisy, context rather than a standalone trigger. $31.25.日线MACD柱状图转正 — 快速且嘈杂，仅作背景。$31.25。
Jul 15, 2026
HFWA took relative-strength leadershipHFWA 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $30.18.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$30.18。
Jul 13, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 8, 2026
HFWA daily MACD crossed downHFWA 日线MACD下穿
The daily MACD histogram turned negative — fast and noisy, context rather than a standalone trigger. $28.70.日线MACD柱状图转负 — 快速且嘈杂，仅作背景。$28.70。
Jul 6, 2026
NEARING A HIGH → BOTTOMING接近高点 → 筑底中
BUY SETUP买入预备
Jul 2, 2026
BOTTOMING → NEARING A HIGH筑底中 → 接近高点
TAKE PROFITS止盈
Jul 1, 2026
HFWA took relative-strength leadershipHFWA 取得相对强弱领先
Relative strength vs SPY crossed above the 90th percentile of the last 90 days — leadership tends to persist. $30.23.相对标普500的强弱上穿近90日的第90百分位 — 领先往往延续。$30.23。
Jul 1, 2026
HFWA RSI reached overboughtHFWA RSI进入超买
RSI(14) crossed above 70 — stretched to the upside; context, not a timing trigger alone. $30.23.RSI(14)上穿70 — 上行过度；仅作背景，单独不构成择时。$30.23。

Showing last 15 of显示最近15条，共 236 signals条信号

Factor Profile因子特征

Composite factor score综合因子得分: 0.33
Value价值
+1.2
Quality质量
-0.7
Investment资本投入
+0.6
Shareholder payout股东回报
-0.1
Low volatility低波动
+0.6
Low market beta低市场敏感度
+0.1
Earnings quality盈利质量
-0.8
Short interest空头兴趣
-0.8

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