Heritage Financial (HFWA) Return on Equity ROE from the second quarter 2026 to second quarter 2025 and annually, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Heritage Financial Corp  (NASDAQ: HFWA)
    Sector • Financial    Industry • Regional Banks
   Industry • Regional Banks
   Sector • Financial

Heritage Financial's ROE per quarter

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


What is ROE for Heritage Financial in the second quarter 2026?
Heritage Financial Corp achieved a return on average equity (ROE) of 7.69 % in its second quarter 2026, this is above HFWA's average return on equity of 7.4%.
Heritage Financial Corp shareholder's equity over the 12 months ending in its second quarter 2026 are valued at $1,013 million

While the company's net income was fading, Heritage Financial was able to improve its ROE compared to the first quarter 2026.

Within the Regional Banks industry 141 other companies had a higher return on equity. While return on equity, the total ranking has deteriorated compared to the first quarter 2026 from 1683 to 1716.

What is ROE?




Return On Equity (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 Equity Change 24.94 % 26.57 % 6.71 % 3.38 % -
Y / Y Net Income Change 43.64 % 36.2 % 86.43 % 67.81 % -13.73 %
Net Income (TTM) in Millions 78 73 68 57 49
Return On Equity (TTM) 7.69 % 7.58 % 7.51 % 6.47 % 5.64 %
HFWA's Total Ranking # 1716 # 1683 # 1526 # 1667 # 1644
Equity (TTM) in Millions 1,110 1,116 922 904 888
Seq. Equity Change -0.54 % 21.07 % 1.93 % 1.78 % 0.76 %
Seq. Net Income Change -7.39 % -14.8 % 16.01 % 56.93 % -12.19 %

Return On Equity Company Ranking
Within: No.
Industry # 142
Sector # 522
Overall # 1716

Return On Equity Statistics
High Average Low
12.23 %
7.4 %
3.89 %
(Sep 30 2021)   (Jun 30 2014)





HFWA Annual Return On Equity (Dec 31 2025)
2025
(Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
Total Equity in Millions 922 864 853 798 854
Y / Y Equity Change 6.71 % 1.2 % 6.94 % -6.62 % 4.14 %
Net Income in Millions 68 43 62 82 98
Y / Y Net Income Change 56.11 % -29.95 % -24.57 % -16.48 % 110.51 %
Return On Equity 7.33 % 5.01 % 7.24 % 10.26 % 11.47 %





Annual Roe Comment
In 2025 ROE improved to 7.33 % compared to the previous year, due to net income growth.


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




Companies with similar Return On Equity at Jun 30 2026, within Financial Sector ROE
American Strategic Investment Co   21.10 %
Price T Rowe Group Inc  21.10 %
Cincinnati Financial Corporation  20.89 %
Northrim Bancorp Inc   20.68 %
NewtekOne, Inc.  20.59 %
Ryan Specialty Holdings Inc   20.57 %
Synchrony Financial  20.57 %
Pathward Financial Inc   20.52 %
Stonex Group Inc   20.47 %
Schwab Charles Corp  20.38 %
Invesco Db Commodity Index Tracking Fund  20.37 %
Globe Life Inc   20.28 %
Willis Towers Watson Plc  20.04 %
Alignment Healthcare Inc   20.02 %
American Financial Group Inc   20.01 %
W R Berkley Corp  19.79 %
White Mountains Insurance Group ltd  19.78 %
Invesco Db Precious Metals Fund  19.78 %
Twfg Inc   19.66 %
Gaming And Leisure Properties inc   19.59 %
Arch Capital Group Ltd   19.52 %
Tompkins Financial Corp  19.30 %
Root Inc   19.28 %
Wisdomtree Inc   19.08 %
First Bancorp  19.03 %
Value Line Inc   18.78 %
Old Republic International Corporation  18.72 %
Agnc Investment Corp   18.67 %
Graniteshares Gold Trust  18.57 %
Armour Residential Reit Inc   18.52 %


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



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