Heritage Financial Corporation

Heritage Financial Corporationverified

HFWA

Price:

$24.16

Market Cap:

$825.15M

Heritage Financial Corporation operates as the bank holding company for Heritage Bank that provides various financial services to small and medium sized businesses and individuals in the United States. The company accepts various deposit products, such as noninterest demand deposits, interest bearing demand deposits, money market accounts, savings accounts, personal checking accounts, and certificates of deposit. Its loan portfolio includes commercial and industrial loans, owner-occupied and non-owner occupied commercial real estate loans, one-to-four family residential loans, real estate construction and land development loans, consumer loans, commercial business loans, lines of credit, ter...[Read more]

Industry

Banks - Regional

IPO Date

1998-05-07

Stock Exchange

NASDAQ

Ticker

HFWA

The ROE as of December 2024 (TTM) for Heritage Financial Corporation (HFWA) is 4.39%

According to Heritage Financial Corporation’s latest financial reports and current stock price. The company's current ROE is 4.39%. This represents a change of 300.56% compared to the average of 1.09% of the last 4 quarters.

Heritage Financial Corporation (HFWA) Historical ROE (quarterly & annually)

How has HFWA ROE performed in the past?

The mean historical ROE of Heritage Financial Corporation over the last ten years is 7.89%. The current 4.39% ROE has changed -44.39% with respect to the historical average. Over the past ten years (40 quarters), HFWA's ROE was at its highest in in the June 2021 quarter at 3.82%. The ROE was at its lowest in in the June 2020 quarter at -0.77%.

Quarterly (TTM)
Annual

Average

7.89%

Median

8.03%

Minimum

4.62%

Maximum

11.47%

Heritage Financial Corporation (HFWA) ROE by Quarter and Year

Discovering the peaks and valleys of Heritage Financial Corporation ROE, unveiling quarterly and yearly fluctuations to gain insights into the company’s financial performance and market dynamics, offering valuable data for investors and analysts alike.

Maximum Annual Increase = 102.14%

Maximum Annual ROE = 11.47%

Minimum Annual Increase = -32.00%

Minimum Annual ROE = 4.62%

Quarterly (TTM)
Annual
YearROEChange
20237.24%-29.47%
202210.26%-10.57%
202111.47%102.14%
20205.68%-32.00%
20198.35%19.68%
20186.97%-15.17%
20178.22%1.78%
20168.08%1.27%
20157.98%72.53%
20144.62%4.19%

Heritage Financial Corporation (HFWA) Average ROE

How has HFWA ROE performed in the past?

The current ROE of Heritage Financial Corporation (HFWA) is less than than its 3-year, less than than its 5-year, and less than than its 10-year historical averages

3-year avg

9.66%

5-year avg

8.60%

10-year avg

7.89%

Heritage Financial Corporation (HFWA) ROE vs. Peers

How is HFWA’s ROE compared to its peers?

Heritage Financial Corporation’s ROE is less than Heritage Commerce Corp (6.37%), less than Horizon Bancorp, Inc. (2.89%), less than Heartland Financial USA, Inc. (4.22%), less than Independent Bank Corp. (6.74%), less than Great Southern Bancorp, Inc. (10.36%),

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