Heritage FinancialHFWA -0.47%63 Shareholder Yield % is 26.14% as of Mar. 2026, which is 527% above its 10-year median of 4.17. GuruFocus rates HFWA with a GF Score™ of 63/100 and a GF Value™ of $27.21 (Fairly Valued). The stock has 4 warning signs investors should review. Among 1,503 Banks companies, Heritage Financial ranks better than 91.08% on this metric.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. It is a measure of shareholder return.
As of today, Heritage Financial's Shareholder Yield % was 26.14%.
Shareholder Yield % is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. The term was coined by William W. Priest of Epoch Investment Partners in a paper in 2005 entitled The Case for Shareholder Yield as a Dominant Driver of Future Equity Returns. William Priest indicated that "shareholder yield is a term that we came up with to reflect the various ways dividends can be paid to owners of a business in a publicly-traded company."
Dividend Yield % shows how much a company pays out in dividends each year relative to its stock price, which is most obvious form of shareholder return.
Buyback Yield % is the net repurchase of shares outstanding over the market capital of the company. Shares repurchases also increase shareholder value by returning the money back to shareholders.
Net Debt Paydown Yield % is the change in average of four quarters of company's total debt over a company's market cap. Assuming the total value of a company remains that same, shareholder value is increased as debt is reduced.
Heritage Financial Shareholder Yield % Related Terms
Heritage Financial Shareholder Yield % Historical Data
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The historical data trend for Heritage Financial's Shareholder Yield % can be seen below:
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
HFWA vs OSBC, UVSP, MCB: Shareholder Yield % Comparison
For the Banks - Regional subindustry, Heritage Financial's Shareholder Yield %, along with its competitors' market caps and Shareholder Yield % data, can be viewed below:
* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.
Heritage Financial Shareholder Yield % vs Banks Industry
For the Banks industry and Financial Services sector, Heritage Financial's Shareholder Yield % distribution charts can be found below:
* The bar in red indicates where Heritage Financial's Shareholder Yield % falls into.
* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD. * For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.
* All the data are calculated by TTM values. Note that if a companies is traded in several exchanges, then we calculate the company level data for Shareholder Yield % using the primary share class stock data. The calculation result in definition page is for demonstration purpose only, and it's showing the share class level data. Therefore, the numbers in the calculation may differ from elsewhere if the stock is not a primary share.
Heritage Financial (HFWA) has a Shareholder Yield % of 26.14% as of Mar. 2026. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Heritage Financial and its competitors. This is 527% above median its historical median of 4.17. According to the industry distribution chart, Heritage Financial ranks #134 out of 1503 companies in the Banks industry, placing it in the top 8.9%.
Is Heritage Financial's Shareholder Yield % too high?
Heritage Financial's current Shareholder Yield % of 26.14% is 527% above median its 10-year median of 4.17. The Banks industry median Shareholder Yield % is 1.57. Heritage Financial's value of 26.14% is 1565% above this industry median. Based on the distribution chart, Heritage Financial ranks #134 out of 1503 companies in the Banks industry, which is in the top quartile — a strong position relative to peers. Overall, Heritage Financial has a GF Score™ of 63/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heritage Financial's Shareholder Yield % compare to OSBC and UVSP?
According to the Banks industry distribution chart, Heritage Financial ranks #134 out of 1503 companies for Shareholder Yield %. This places Heritage Financial in the top 9% of its industry — outperforming the majority of peers. The industry median Shareholder Yield % is 1.57. Heritage Financial's value of 26.14% is 1565% above this benchmark. While the company's 10-year median is 4.17 vs. the industry median of 1.57, Heritage Financial has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Shareholder Yield % for a Banks company?
The median Shareholder Yield % among Banks companies is 1.57, based on 1,503 companies in the industry. Companies in the top quartile (top 25%) have a Shareholder Yield % significantly above this median, while those in the bottom quartile fall well below. However, Shareholder Yield % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Heritage Financial's current Shareholder Yield % of 26.14% is 1565% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Shareholder Yield % mean?
A high Shareholder Yield % can signal that a stock is expensive relative to its fundamentals. Shareholder Yield is how much money shareholders receive from a company that is in the form of cash dividends, net stock repurchases, and debt reduction. View historical data on Heritage Financial and its competitors. For the Banks industry, the median Shareholder Yield % is 1.57 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. Heritage Financial's current Shareholder Yield % is 26.14%, which is 527% above median its own 10-year median of 4.17. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heritage Financial stock overvalued right now?
Based on GuruFocus' analysis, Heritage Financial (HFWA) is currently considered Fairly Valued. The stock's GF Value™ is $27.21, compared to a current price of $29.41 — trading 8.1% above its estimated fair value. The current Shareholder Yield % is 26.14%, which is 527% above median its 10-year median of 4.17 and 1565% above the Banks industry median of 1.57. Heritage Financial's overall GF Score™ is 63/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Shareholder Yield % calculated?
Shareholder Yield % is calculated from a company's financial statements. For Heritage Financial (HFWA), the current Shareholder Yield % is 26.14% as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.
Is Heritage Financial (HFWA) Overvalued in 2026?
Based on GuruFocus' analysis, Heritage Financial stock appears to be overvalued.
The current stock price of $29.41 is trading 8.1% above its estimated GF Value™ of $27.21.
GuruFocus considers Heritage Financial to be Fairly Valued.
Key valuation signals for HFWA:
Shareholder Yield %: 26.14% (527% above median its 10-year median of 4.17)
GF Value™: $27.21 vs. price of $29.41 (8.1% above fair value)
Industry Position: 1565% above the Banks median (#134 of 1503)
No single metric tells the full story. See the HFWA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.
Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
63GF Score
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