Heritage Financial annual return on equity
2010
2011
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2014
2015
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2020
2021
2022
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2024
2025
Heritage Financial Return on Equity (ROE) Growth & History (HFWA)
Heritage Financial's return on equity was 7.57% for fiscal 2025.
View full Heritage Financial company overviewHeritage Financial annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 7.57% | +2.53 pp |
| 2024 | 2024-12-31 | 5.04% | −2.44 pp |
| 2023 | 2023-12-31 | 7.48% | −2.43 pp |
| 2022 | 2022-12-31 | 9.91% | −1.80 pp |
| 2021 | 2021-12-31 | 11.71% | +5.99 pp |
| 2020 | 2020-12-31 | 5.71% | −2.89 pp |
| 2019 | 2019-12-31 | 8.61% | +0.24 pp |
| 2018 | 2018-12-31 | 8.36% | −0.08 pp |
| 2017 | 2017-12-31 | 8.44% | +0.26 pp |
| 2016 | 2016-12-31 | 8.18% | +0.07 pp |
| 2015 | 2015-12-31 | 8.11% | +1.84 pp |
| 2014 | 2014-12-31 | 6.27% | +1.65 pp |
| 2013 | 2013-12-31 | 4.62% | −1.99 pp |
| 2012 | 2012-12-31 | 6.61% | +3.39 pp |
| 2011 | 2011-12-31 | 3.22% | −4.18 pp |
| 2010 | 2010-12-31 | 7.40% | — |
Heritage Financial quarterly return on equity
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Q3.11
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Q1.13
Q2.13
Q3.13
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Q3.14
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Q2.15
Q3.15
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Q2.16
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Q4.16
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Q3.18
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Q4.20
Q2.21
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Q1.22
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Q4.22
Q1.23
Q2.23
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Q1.25
Q2.25
Q3.25
Q4.25
Q1.26
Q2.26
| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 1.58% | +0.20 pp |
| Q1 2026 | 2026-03-31 | 1.86% | +0.27 pp |
| Q4 2025 | 2025-12-31 | 2.44% | +1.06 pp |
| Q3 2025 | 2025-09-30 | 2.14% | +0.81 pp |
| Q2 2025 | 2025-06-30 | 1.38% | −0.29 pp |
| Q1 2025 | 2025-03-31 | 1.59% | +0.92 pp |
| Q4 2024 | 2024-12-31 | 1.37% | +0.62 pp |
| Q3 2024 | 2024-09-30 | 1.32% | −0.91 pp |
| Q2 2024 | 2024-06-30 | 1.67% | −0.38 pp |
| Q1 2024 | 2024-03-31 | 0.68% | −1.84 pp |
| Q4 2023 | 2023-12-31 | 0.75% | −2.12 pp |
| Q3 2023 | 2023-09-30 | 2.23% | −0.42 pp |
| Q2 2023 | 2023-06-30 | 2.05% | −0.24 pp |
| Q1 2023 | 2023-03-31 | 2.52% | +0.16 pp |
| Q4 2022 | 2022-12-31 | 2.86% | +0.59 pp |
| Q3 2022 | 2022-09-30 | 2.65% | +0.24 pp |
| Q2 2022 | 2022-06-30 | 2.28% | −1.62 pp |
| Q1 2022 | 2022-03-31 | 2.36% | — |
| Q4 2021 | 2021-12-31 | 2.28% | −0.65 pp |
| Q3 2021 | 2021-09-30 | 2.42% | — |
| Q2 2021 | 2021-06-30 | 3.90% | — |
| Q4 2020 | 2020-12-31 | 2.93% | +0.81 pp |
| Q4 2019 | 2019-12-31 | 2.12% | −0.08 pp |
| Q3 2019 | 2019-09-30 | 2.24% | −0.00 pp |
| Q2 2019 | 2019-06-30 | 2.03% | +0.17 pp |
| Q1 2019 | 2019-03-31 | 2.15% | +0.56 pp |
| Q4 2018 | 2018-12-31 | 2.20% | +0.23 pp |
| Q3 2018 | 2018-09-30 | 2.24% | +0.13 pp |
| Q2 2018 | 2018-06-30 | 1.86% | −0.53 pp |
| Q1 2018 | 2018-03-31 | 1.59% | −0.33 pp |
| Q4 2017 | 2017-12-31 | 1.97% | −0.05 pp |
| Q3 2017 | 2017-09-30 | 2.11% | −0.13 pp |
| Q2 2017 | 2017-06-30 | 2.39% | +0.56 pp |
| Q1 2017 | 2017-03-31 | 1.92% | +0.01 pp |
| Q4 2016 | 2016-12-31 | 2.02% | +0.00 pp |
| Q3 2016 | 2016-09-30 | 2.24% | +0.19 pp |
| Q2 2016 | 2016-06-30 | 1.83% | −0.06 pp |
| Q1 2016 | 2016-03-31 | 1.91% | −0.22 pp |
| Q4 2015 | 2015-12-31 | 2.02% | +0.42 pp |
| Q3 2015 | 2015-09-30 | 2.05% | +0.48 pp |
| Q2 2015 | 2015-06-30 | 1.89% | +0.65 pp |
| Q1 2015 | 2015-03-31 | 2.13% | +0.96 pp |
| Q4 2014 | 2014-12-31 | 1.60% | +1.27 pp |
| Q3 2014 | 2014-09-30 | 1.57% | −0.01 pp |
| Q2 2014 | 2014-06-30 | 1.25% | −0.10 pp |
| Q1 2014 | 2014-03-31 | 1.18% | −0.27 pp |
| Q4 2013 | 2013-12-31 | 0.33% | −1.18 pp |
| Q3 2013 | 2013-09-30 | 1.58% | +0.15 pp |
| Q2 2013 | 2013-06-30 | 1.34% | −0.23 pp |
| Q1 2013 | 2013-03-31 | 1.44% | −0.60 pp |
| Q4 2012 | 2012-12-31 | 1.51% | +0.42 pp |
| Q3 2012 | 2012-09-30 | 1.42% | +0.53 pp |
| Q2 2012 | 2012-06-30 | 1.57% | +0.75 pp |
| Q1 2012 | 2012-03-31 | 2.04% | — |
| Q4 2011 | 2011-12-31 | 1.09% | — |
| Q3 2011 | 2011-09-30 | 0.89% | — |
| Q2 2011 | 2011-06-30 | 0.83% | — |
Heritage Financial return on equity trends
Over the last five fiscal years, Heritage Financial's return on equity increased from 5.71% to 7.57%, a change of +1.85 percentage points. The latest reported quarter, Q2 2026, shows 1.58%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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