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

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

What is Heritage Financial's ROA in the second quarter of 2026?
Heritage Financial Corp achieved a return on average assets (ROA) of 1 % in its second 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 second quarter of 2026 are valued at $7 billion

Despite the company's net income deteriorating, Heritage Financial was able to improve its ROA compared to the first quarter of 2026.

However, within the Financial sector 573 other companies had a higher return on assets. While Return on assets, overall ranking has advanced in the Jun 30 2026 quarter, so far to 2239, from total ROA ranking in the first quarter of 2026 at 2565.

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Return on Assets ROA▼

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Return On Assets	(Jun 30 2026) II. Quarter	(Mar 31 2026) I. Quarter	(Dec 31 2025) IV. Quarter	(Sep 30 2025) III. Quarter	(Jun 30 2025) II. Quarter
Y / Y Total Assets Change	21.81 %	19.75 %	-4.04 %	-3.28 %	-2.14 %
Y / Y Net Income Change	43.64 %	36.2 %	86.43 %	67.81 %	-13.73 %
Net Income (TTM) in million	78	73	68	57	49
Return On Assets (TTM)	1 %	0.98 %	0.95 %	0.8 %	0.68 %
HFWA's Total Ranking	# 2239	# 2565	# 2288	# 2322	# 2316
Total Assets (TTM) in million	8,431	8,375	7,560	6,872	6,921
Seq. Total Assets Change	0.66 %	10.79 %	10.01 %	-0.71 %	-1.04 %
Seq. Net Income Change	-7.39 %	-14.8 %	16.01 %	56.93 %	-12.19 %

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	# 109
Sector	# 574
Overall	# 2207

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	$ 8,431 million	HFWA's Balance sheet
Heritage Financial's Income	$ 18 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 Jun 30 2026, within Financial Sector	ROA
Blue Owl Capital Inc	2.72 %
Invesco Db Agriculture Fund	2.72 %
Regions Financial Corporation	2.68 %
Virtus Investment Partners Inc	2.68 %
STEELE BANCORP INC	2.68 %
Carter bankshares inc	2.66 %
Oppenheimer Holdings Inc	2.63 %
Intercontinental Exchange Inc	2.60 %
Broadstone Net Lease Inc	2.59 %
Bowhead Specialty Holdings Inc	2.58 %
Arrow Financial Corporation	2.57 %
Bread Financial Holdings Inc	2.55 %
Raymond James Financial Inc	2.55 %
Trupanion Inc	2.55 %
The Bancorp Inc	2.50 %
Dt Cloud Star Acquisition Corporation	2.50 %
Silverbox Corp Iv	2.50 %
Graf Global Corp	2.48 %
Cedar Realty Trust Inc	2.48 %
International Bancshares Corporation	2.47 %
Gores Holdings X Inc	2.47 %
Pathward Financial Inc	2.44 %
Cayson Acquisition Corp	2.43 %
Howard Hughes Holdings Inc	2.39 %
Security National Financial Corporation	2.36 %
American Healthcare Reit Inc	2.28 %
Roman Dbdr Acquisition Corp Ii	2.25 %
Agree Realty Corporation	2.25 %
Interactive Brokers Group Inc	2.25 %
Regional Management Corp	2.25 %

Date modified: 2026-09-05T07:02:58+00:00

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