Heritage Financial's ROA from the third quarter of 2026 to the third quarter of 2025 and 5 Year Period

Return on Assets, Quarterly Results, Trends, Rankings, Statistics

What is Heritage Financial's ROA in the third quarter of 2026?
Heritage Financial Corp achieved a return on average assets (ROA) of 0.96 % in its third quarter of 2026, this is above HFWA's average return on assets of 0.95%.
Heritage Financial Corps assets during the 12 months ending in the third quarter of 2026 are valued at $8 billion

ROA fell compared to the second quarter of 2026, despite the net income growth of 6.69% from the second quarter of 2026.

However, within the Financial sector 574 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Sep 30 2026 quarter, so far to 2245, from total ROA ranking in the second quarter of 2026 at 2569.

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Return On Assets	(Sep 30 2026) III. Quarter	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter
Y / Y Total Assets Change	23.95 %	21.81 %	19.75 %	-11.55 %	-3.28 %
Y / Y Net Income Change	-2.34 %	43.64 %	36.2 %	86.43 %	67.81 %
Net Income (TTM) in million	77	78	73	68	57
Return On Assets (TTM)	0.96 %	1.02 %	1 %	0.97 %	0.8 %
HFWA's Total Ranking	# 2245	# 2569	# 2298	# 2331	# 2325
Total Assets (TTM) in million	8,518	8,431	8,375	6,967	6,872
Seq. Total Assets Change	1.04 %	0.66 %	20.21 %	1.39 %	-0.71 %
Seq. Net Income Change	6.69 %	-7.39 %	-14.8 %	16.01 %	56.93 %

HFWA's 5 Years Annual ROA >> Back to HFWA Management Effectiveness >> Compare HFWA ROA to its Competitors

Return On Assets Company Ranking
Within:	No.
Industry	# 110
Sector	# 575
Overall	# 2210

Return On Assets Statistics
High	Average	Low
1.46 %	0.95 %	0.51 %
(Sep 30 2021)		(Jun 30 2014)

Financial Statements
Heritage Financial's Assets	$ 8,518 million	HFWA's Balance sheet
Heritage Financial's Income	$ 19 million	Quarterly HFWA's Income Statement
HFWA's Income by Division		See HFWA's Income by Division

Annual Return On Assets	(Dec 31 2025) FY 2025	(Dec 31 2024) FY 2024	(Dec 31 2023) FY 2023	(Dec 31 2022) FY 2022	(Dec 31 2021) FY 2021
Y / Y Total Assets Change	-3.67 %	0.36 %	2.9 %	20.45 %	-2.77 %
Total Assets in million	6,840	7,101	7,076	6,877	5,709
Y / Y Net Income Change	56.11 %	-29.95 %	-24.57 %	-16.48 %	110.51 %
Net Income in million	68	43	62	82	98
Annual Return On Assets	0.99 %	0.61 %	0.87 %	1.19 %	1.72 %

HFWA's 5 Years Annual ROA >> Back to HFWA Management Effectiveness >> Compare HFWA ROA to its Competitors

Comment on HFWA's ROA in the fiscal year ending 2025

In the fiscal year 2025 ROA improved to 0.99 % compared to prior year, due to annual net income growth of 56.11 % to $67.53 million, and due to decline of value in Heritage Financial's assets by -3.67 % to $6,840.24 million, compared to $6,840.24 a year before.

More Return On Assets Ratios
HFWA's' Return on Assets at Yahoo Finance
Regional Banks Industry Return On Assets Trends and Statistics
Financial Sector Roa Statistics
Roa Trends for overall market
HFWA's Roa Ratio versus Regional Banks Industry, Financial Sector and overall Market
Highest Ranking Return On Assets
Lowest Ranking Return On Assets
Subscribers only: Roa for HFWA's Competitors
Subscribers only: Roa for Heritage Financial's Suppliers
Subscribers only: Return On Assets for HFWA's Customers

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	HFWA's Profitability Ratios	HFWA's Asset Turnover Ratio	HFWA's Dividend Growth
HFWA's Roe	HFWA's Valuation Ratios	HFWA's Financial Strength Ratios	HFWA's Dividend Payout Ratio

Companies with similar Return On Assets at Sep 30 2026, within Financial Sector	ROA
Markel Group Inc	2.60 %
Broadstone Net Lease Inc	2.53 %
Intercontinental Exchange Inc	2.52 %
Blue Owl Capital Inc	2.52 %
Welltower Inc	2.51 %
International Bancshares Corporation	2.48 %
Bread Financial Holdings Inc	2.36 %
Alignment Healthcare Inc	2.36 %
Agree Realty Corporation	2.33 %
Humana Inc	2.31 %
Bowhead Specialty Holdings Inc	2.31 %
Cme Group Inc	2.24 %
Regional Management Corp	2.23 %
Iron Mountain Inc	2.20 %
Ameriprise Financial Inc	2.18 %
Slm Corp	2.17 %
Oppenheimer Holdings Inc	2.17 %
Rocket Companies Inc	2.16 %
Community Healthcare Trust inc	2.16 %
Schwab Charles Corp	2.11 %
Columbia Banking System Inc	2.07 %
Seven Hills Realty Trust	2.06 %
Tompkins Financial Corp	2.05 %
American International Group Inc	2.03 %
Unity Bancorp inc	1.98 %
Ryan Specialty Holdings Inc	1.95 %
1st Source Corp	1.94 %
Ford Motor Credit Company Llc	1.92 %
Park National Corporation	1.92 %
Saul Centers Inc	1.91 %

Date modified: 2026-11-07T13:16:43+00:00

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