Heritage Financial Corp (HFWA) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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• ROI Quarterly
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Heritage Financial Corp  (NASDAQ: HFWA)
    Sector • Financial    Industry • Regional Banks
   Industry • Regional Banks
   Sector • Financial


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

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

What is Heritage Financial's ROI in the second quarter of 2026?
Heritage Financial Corp achieved a return on average invested assets (ROI) of 2.79 % in its second quarter of 2026, which is below Heritage Financial's average return on investment, which stands at 4.91%.

ROI decreased relative to the period ending Mar 31 2026, due to the decline in net income.

Within the Financial sector 7 other companies had a higher return on investment. While return on investment, the total ranking has deteriorated compared to the first quarter of 2026 from 1148 to 1154.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM -30.45 % -82.37 % -87.03 % -65.43 % -43.55 %
Y / Y Net Income Change TTM 57.44 % 41.13 % 80.04 % 123.68 % 249.44 %
Investment (TTM) in Millions 8,171 1,138 944 926 910
Return On Investment (TTM) 2.79 % 7.41 % 7.33 % 2.32 % 1.23 %
HFWA's Overall Ranking # 1154 # 1148 # 2002 # 1977 # 2022
Seq. Investment Change TTM 185.28 % 6.36 % -62.58 % -38.74 % -27.67 %
Seq. Net Income Change TTM 7.35 % 7.46 % 18.02 % 15.66 % -3.78 %
Net Income (TTM) in Millions 78 73 68 57 49

HFWA Company Profile >> Back to HFWA Roi Comparisons >> See Annual HFWA Return On Investment



Return On Investment HFWA's Ranking
Within: No.
Industry # 0
Sector # 8
Overall # 1154

Return On Investment Statistics
High Average Low
10.38 %
4.91 %
0.53 %
(Sep 30 2021)   (Sep 30 2024)







Financial Statements
Heritage Financial's II. Quarter Investments $ 8,171 Millions HFWA's Balance sheet
Heritage Financial's II. Quarter Income $ 18 Millions Quarterly HFWA's Income Statement
HFWA's Income by Division See HFWA's Income by Division


HFWA Annual Return On Investment (Dec 31 2025)
2025		 (Dec 31 2024)
2024		 (Dec 31 2023)
2023		 (Dec 31 2022)
2022		 (Dec 31 2021)
2021
Total Investments in Millions 6,967 7,106 7,175 6,980 1,000
Y / Y Investment Growth -1.96 % -0.96 % 2.79 % 597.85 % 1.89 %
Net Income in Millions 68 43 62 82 98
Y / Y Net Income Growth 56.11 % -29.95 % -24.57 % -16.48 % 110.51 %
Annual Return On Investment 0.97 % 0.61 % 0.86 % 1.17 % 9.8 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 0.97 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Regional Banks Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
HFWA's Roi Ratio versus Regional Banks Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for HFWA's Competitors
Subscribers only: Roi for Heritage Financial's Suppliers
Subscribers only: Return On Investment for HFWA's Customers

Other Ratios
HFWA's Roa HFWA's Inventory Turnover Ratio HFWA's Growth Rates HFWA's Dividend Statistics
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 Investment at Jun 30 2026, within Financial Sector ROI
Lamar Advertising Co  7.63 %
The Bancorp Inc   7.54 %
First Real Estate Investment Trust Of New Jersey Inc   7.53 %
Unitedhealth Group Incorporated  7.51 %
Manhattan Bridge Capital Inc   7.41 %
Pathward Financial Inc   7.38 %
Nasdaq Inc   7.29 %
United Fire Group Inc  7.28 %
Agnc Investment Corp   7.27 %
Proshares Trust Ii  7.21 %
Pagaya Technologies Ltd   7.07 %
United States Natural Gas Fund Lp  7.05 %
Rli Corp  7.05 %
Everest Group Ltd   7.02 %
Equifax Inc  6.95 %
Regions Financial Corporation  6.94 %
The Cigna Group  6.88 %
Invesco Db Base Metals Fund  6.86 %
Caretrust Reit Inc   6.80 %
Radian Group Inc  6.77 %
Arch Capital Group Ltd   6.76 %
STANDARD PREMIUM FINANCE HOLDINGS, INC.  6.67 %
Ltc Properties Inc  6.59 %
U S Global Investors Inc  6.55 %
Championsgate Acquisition Corporation  6.53 %
United States Brent Oil Fund Lp  6.52 %
Synchrony Financial  6.51 %
National Health Investors Inc   6.48 %
Security National Financial Corporation  6.40 %
First American Financial Corporation  6.31 %

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



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