Heritage Financial Corp (HFWA) Return on Investment ROI from the third quarter of 2026 to third quarter of 2025 and for the year 2026, average high and low, overall ranking from Sep 30 2026 to Sep 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 ROI from its third quarter of 2026 to the third quarter of 2025 and 5 Year Period

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

What is Heritage Financial's ROI in the third quarter of 2026?
Heritage Financial Corp achieved a return on average invested assets (ROI) of 0.98 % in its third quarter of 2026, which is below Heritage Financial's average return on investment, which stands at 4.91%.

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

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 second quarter of 2026 from 1148 to 1154.

Definition and Formula of Return on Investment


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Return On Investment (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 Investment Change TTM 16.03 % 9.03 % 2.35 % -4.64 % -4.02 %
Y / Y Net Income Change TTM 35.35 % 57.44 % 94.75 % 189.2 % 400.95 %
Investment (TTM) in Millions 8,293 8,171 8,387 6,864 6,784
Return On Investment (TTM) 0.98 % 1.03 % 1.01 % 1 % 0.84 %
HFWA's Overall Ranking # 1154 # 1148 # 2002 # 1977 #
Seq. Investment Change TTM 5 % 5.14 % 6.04 % -0.89 % -1.33 %
Seq. Net Income Change TTM -0.58 % 7.35 % 7.46 % 18.02 % 15.66 %
Net Income (TTM) in Millions 77 78 73 68 57

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 III. Quarter Investments $ 8,293 Millions HFWA's Balance sheet
Heritage Financial's III. Quarter Income $ 19 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 Sep 30 2026, within Financial Sector ROI
Phillips Edison and Company Inc   2.67 %
International Bancshares Corporation  2.57 %
Postal Realty Trust Inc   2.56 %
Welltower Inc   2.52 %
Credit Acceptance Corp  2.44 %
Iron Mountain Inc  2.42 %
American International Group Inc   2.32 %
Agree Realty Corporation  2.28 %
Loews Corp  2.25 %
Virtus Investment Partners Inc   2.25 %
Hippo Holdings Inc   2.19 %
Regional Management Corp   2.19 %
Community Healthcare Trust inc  2.17 %
Broadstone Net Lease Inc   2.15 %
Columbia Banking System Inc   2.07 %
Seven Hills Realty Trust  2.06 %
Tompkins Financial Corp  2.06 %
Rocket Companies Inc   2.02 %
1st Source Corp  2.02 %
Finwise Bancorp  2.00 %
Blue Owl Capital Inc   2.00 %
Unity Bancorp inc   1.99 %
Arrow Financial Corporation  1.99 %
Horace Mann Educators Corporation  1.96 %
Park National Corporation  1.93 %
Hills Bancorporation  1.92 %
Ford Motor Credit Company Llc  1.90 %
First Financial Bankshares Inc   1.90 %
Realty Income Corporation  1.89 %
Ofg Bancorp  1.89 %

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



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