Financials · Savings Institutions, Not Federally Chartered · Nasdaq · CIK 1046025 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $29.10 · Day +0.52% · Mkt cap $1.2B · P/E (FY) 14.8× · 1Y +30.9% · Off 52W high −6.9% · Vol (1Y) 27.9% Price2023-08-21 → 2026-08-21 HFWA close: $17.4 on 2023-08-21 to $29.1 on 2026-08-21. Split-adj closes · 240 of 5,310 · price returnⓘ At a glance | Short interest6.6% of sh out | | Days to cover5.2d | | 13F net flow (QoQ)+5.46% | | Top-10 13F concentration61.9% | | Next report (est.)2026-10-22 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)14.8× | | Sales (TTM)$294.1M | | Earnings (TTM)$77.9M | | ROE7.6% | | Net margin27.4% | | EPS growth 3Y−5.3% | | Sales growth 3Y−0.4% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD+26.3% | | 1Y+30.9% | | 3Y+89.9% | | 5Y+42.2% | | 10Y+128.7% | | Since incept. (ann.)+4.9% |
Total return · from 2005-07-11ⓘ Risk | Ann. volatility (1Y)27.9% | | Ann. volatility (3Y)31.2% | | Sharpe (1Y)1.08 | | Sharpe (3Y)0.85 | | Max drawdown (1Y)−13.8% | | Max drawdown (3Y)−22.4% | | Beta (3Y vs SPY)0.72 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| BlackRock, Inc. | 5.6M | $145M | 13.52% | +13.2% | | JENNISON ASSOCIATES LLC | 3.2M | $84M | 7.81% | +3.4% | | VICTORY CAPITAL MANAGEMENT INC | 2.5M | $64M | 6.00% | +1.4% | | DIMENSIONAL FUND ADVISORS LP | 2.0M | $51M | 4.76% | −1.1% | | VANGUARD CAPITAL MANAGEMENT LLC | 1.8M | $48M | 4.49% | new | | STATE STREET CORP | 1.8M | $47M | 4.37% | +14.2% | | ALLIANCEBERNSTEIN L.P. | 1.1M | $27M | 2.78% | −12.4% | | GEODE CAPITAL MANAGEMENT, LLC | 934,802 | $24M | 2.27% | +10.9% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-07-23 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-07-23 | $0.42 | +16.7% | $84.1M | +48.9% | | 2026-03-31 | 2026-04-23 | $0.48 | +20.0% | $77.9M | +35.3% | | 2025-12-31 | 2026-01-22 | $0.65 | +91.2% | $66.3M | +16.3% | | 2025-09-30 | 2025-10-23 | $0.55 | +66.7% | $65.7M | +19.9% |
As-reported XBRL · next 2026-10-22 est.ⓘ Segment mixFY2025 (ended Dec 2025) Deposit Account 61% · Credit And Debit Card 39% product & service · TAGGED revenueⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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