Every 8-K that Heritage Financial Corp (HFWA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow HFWA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full HFWA filings page.
Heritage Financial Corporation reported second quarter 2026 net income of $17.5 million, or $0.42 per diluted share, compared with $18.9 million, or $0.48, in the prior quarter and $12.2 million, or $0.36, a year earlier. Adjusted diluted EPS was $0.57 versus $0.59 in the first quarter and $0.53 in second quarter 2025.
This was the first full quarter after the Olympic Bancorp acquisition. Net interest income rose 8.1% sequentially and 36.1% year over year, with net interest margin at 3.99% versus 3.96% in the prior quarter and 3.51% a year ago. Loans receivable increased 0.4% during the quarter to $5.75 billion, while total deposits declined 2.9% to $7.04 billion, and the cost of total deposits improved to 1.21% from 1.25%.
Credit quality metrics remained strong: nonperforming assets were 0.19% of total assets and the allowance for credit losses on loans was 1.03% of loans, including a $0.9 million net reversal of provision. Capital ratios stayed well above regulatory minimums, with a common equity tier 1 ratio of 12.1% and tangible common equity to tangible assets of 9.7%. The board declared a regular quarterly cash dividend of $0.25 per share, payable August 19, 2026 to shareholders of record on August 5, 2026, up from $0.24 declared in the second quarter of 2025.
Heritage Financial Corporation held its annual shareholder meeting on May 7, 2026, with 35,533,585 of 41,131,100 eligible common shares represented, establishing a quorum. Shareholders elected eleven directors, including Scott T. Allan and Brian S. Charneski, to one-year terms expiring at the 2027 annual meeting.
Shareholders also gave advisory approval to the compensation of the named executive officers, with 32,397,946 votes for, 645,154 against and 95,066 abstentions. In addition, they ratified the appointment of Crowe LLP as independent registered public accounting firm for the year ending December 31, 2026, with 35,455,405 votes for and 66,701 against.
Heritage Financial Corporation reported first quarter 2026 results reflecting merger-driven growth and higher margins. Net income was $18.9 million, or $0.48 per diluted share, compared with $22.2 million, or $0.65, in the prior quarter and $13.9 million, or $0.40, a year earlier. Adjusted diluted earnings per share were $0.59 versus $0.66 in the prior quarter and $0.49 a year ago.
Total assets reached $8.50 billion at March 31, 2026, up 22.0% from $6.97 billion, largely from the $1.6 billion acquisition of Olympic Bancorp, Inc., which added $954.3 million of loans and $1.39 billion of deposits. Loans receivable increased 19.6% to $5.72 billion and total deposits rose 22.4% to $7.25 billion.
Net interest margin expanded to 3.96%, from 3.72% in the fourth quarter of 2025 and 3.44% a year earlier, helped by higher loan yields and lower deposit costs. The allowance for credit losses on loans was 1.06% of loans, while nonperforming assets were 0.19% of total assets. Capital remained strong, with a common equity tier 1 capital ratio of 12.2% and a total capital ratio of 13.5%. The board declared a regular quarterly cash dividend of $0.24 per share, payable May 20, 2026 to shareholders of record on May 6, 2026.
Heritage Financial Corporation filed an amended current report to add audited 2025–2024 financial statements for acquired subsidiary Olympic Bancorp, Inc. and unaudited pro forma combined results. The amendment is mainly administrative; the Olympic acquisition itself was previously completed under a September 25, 2025 merger agreement.
Olympic Bancorp reported total assets of $1.65 billion and deposits of $1.40 billion as of December 31, 2025. Net income rose to $12.4 million in 2025 from $5.2 million in 2024, supported by net interest income of $50.6 million and noninterest income of $16.0 million. Capital ratios at the bank level remained well above “well-capitalized” regulatory thresholds.
Heritage Financial Corporation reported a cybersecurity incident involving an internal file share server used by employees, where files were exfiltrated and may contain personal information. The company stated that bank customer accounts, customer systems, and operations were not impacted, and business has continued in the ordinary course.
The company activated its incident response plan, took the affected system offline, and engaged external forensic and legal experts. It also notified banking regulators, law enforcement, and its cyber insurance carrier. As of this report, Heritage Financial has not determined the incident to be material or likely to have a material impact on its financial condition or results.
Heritage Financial Corporation completed its previously announced acquisition of Olympic Bancorp, Inc. on January 31, 2026. Olympic merged into Heritage Financial, and immediately afterward Kitsap Bank, Olympic’s banking subsidiary, merged into Heritage Bank, which continues as the surviving bank.
Under the merger agreement, each outstanding share of Olympic capital stock was converted into the right to receive 45.0 shares of Heritage Financial common stock, with cash paid instead of any fractional shares. Existing Heritage Financial common shares were unchanged by the transaction. Heritage plans to file audited financial statements of the acquired business and unaudited pro forma financial information in a later amendment.
Heritage Financial Corporation filed a current report describing its latest earnings communications. On January 22, 2026, the company issued a press release announcing its fourth quarter and full-year 2025 results, and attached that release as Exhibit 99.1. The report explains that this information is being furnished rather than filed, which affects how it is treated under securities laws.
Heritage also provided an investor presentation reviewed during its earnings conference call held on January 22, 2026, attached as Exhibit 99.2. Together, the press release and presentation give more detail on the company’s 2025 financial performance and operating trends beyond what is contained in the brief report itself.
Heritage Financial Corporation held a virtual special shareholder meeting to vote on matters related to its planned merger with Olympic Bancorp, Inc. under a previously announced Merger Agreement. Shareholders of record as of November 26, 2025, when 33,956,738 shares of common stock were outstanding, were entitled to vote.
At the meeting, holders of 27,149,330 shares, or about 80% of the outstanding common stock, were represented, establishing a quorum. Shareholders approved the issuance of Heritage common stock pursuant to the Merger Agreement, with 27,081,202 votes for, 25,429 against, and 42,699 abstentions.
They also approved a proposal that would have allowed adjournment of the meeting to solicit additional votes if needed, by a vote of 26,331,640 for, 773,306 against, and 44,384 abstentions. Because the stock issuance proposal passed comfortably, no adjournment was required and the special meeting proceeded to conclusion.
Heritage Financial Corporation reported that its board has approved a regular quarterly cash dividend of $0.24 per common share. The dividend will be paid on February 11, 2026 to shareholders who are on record as of the close of business on January 28, 2026. The company also provided a press release with additional details as an exhibit to the report.
Heritage Financial Corporation (HFWA) reported that it issued a press release announcing its third quarter 2025 results and declared a regular quarterly cash dividend of $0.24 per common share.
The dividend is payable on November 19, 2025 to shareholders of record as of November 5, 2025. The company also made available an investor presentation reviewed in conjunction with its earnings release conference call on October 23, 2025. The press release (Exhibit 99.1) and investor presentation (Exhibit 99.2) were furnished with the report.
Heritage Financial Corporation (HFWA) has entered into a definitive merger agreement to acquire the Target and merge the Target's wholly-owned banking subsidiary, Kitsap Bank, into Heritage Bank. As of June 30, 2025 the Target reported approximately $1.7 billion in total assets, $941.0 million in total loans and $7.1 billion in total deposits. Kitsap Bank's branches will become Heritage Bank branches at closing.
The agreement contains customary representations, covenants and closing conditions, restrictions on certain activities pending closing, and a $7,000,000 termination fee payable in specified circumstances. The parties expect to complete the merger in the first quarter of 2026, subject to regulatory and shareholder approvals and other customary closing conditions.
Heritage Financial Corp. (HFWA) filed an 8-K dated 24-Jul-2025 covering three items:
- Item 2.02 – Results of Operations: the company issued a press release announcing its Q2-25 financial results; the detailed numbers are contained in Exhibit 99.1 and are not included in this filing text.
- Item 7.01 – Regulation FD: management furnished an investor slide deck (Exhibit 99.2) reviewed during the 24-Jul-25 earnings conference call.
- Item 8.01 – Other Events: the board declared a $0.24 per-share quarterly cash dividend payable 20-Aug-2025 to shareholders of record on 6-Aug-2025.
No additional financial metrics, guidance, or strategic updates are disclosed in the body of the report. All exhibits are furnished, not filed, and therefore are excluded from Exchange Act liability except as subsequently incorporated by reference.