Heritage Financial (HFWA) Assets (2010 - 2026)
Heritage Financial's (HFWA) quarterly Assets came in at $8.4 billion in Q2 2026, up 19.23% on a YoY basis from $7.1 billion in Q2 2025, and down 0.8% quarter-over-quarter from $8.5 billion in Q1 2026.
Analysis
Heritage Financial (HFWA) Assets (2010 - 2026) Analysis & Trends
Heritage Financial (HFWA) has reported Assets for 17 consecutive years, with $8.4 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets rose 19.23% year-over-year to $8.4 billion; the trailing twelve-month figure through Jun 2026 stood at $8.4 billion (up 19.23% YoY), and the FY2025 full-year result was $7.0 billion, down 1.96% from the prior year.
- Assets fell to $8.4 billion in Q2 2026 per HFWA's latest filing, from $8.5 billion in the prior quarter.
- Across five years, Assets topped out at $8.5 billion in Q1 2026 and bottomed at $7.0 billion in Q4 2025.
- Historically, Assets has averaged $7.3 billion across 5 years, with a median of $7.1 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Assets dropped 6.09% in 2022, then grew 19.23% in 2026.
- Over 5 years, Assets stood at $7.0 billion in 2022, then advanced by 2.79% to $7.2 billion in 2023, then retreated by 0.96% to $7.1 billion in 2024, then slipped by 1.96% to $7.0 billion in 2025, then advanced by 21.0% to $8.4 billion in 2026.
- According to Business Quant data, Assets over the past three periods registered $8.4 billion, $8.5 billion, and $7.0 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Assets (Qtr) |
|---|---|---|---|---|---|
| 1 | Banco Santander Chile | 948.96 Bn | 948.96 Bn | - | 68,147.28 Bn |
| 2 | Truist Financial | 61.64 Bn | 61.64 Bn | - | 556.02 Bn |
| 3 | Fifth Third Bancorp | 49.62 Bn | 25.89 Bn | - | 300.18 Bn |
| 4 | M&T Bank | 34.88 Bn | 34.88 Bn | - | 219.26 Bn |
| 5 | Huntington Bancshares | 33.82 Bn | 29.29 Bn | - | 283.98 Bn |
| 6 | Citizens Financial | 29.46 Bn | 29.46 Bn | - | 233.84 Bn |
| 7 | Regions Financial | 25.57 Bn | 25.57 Bn | - | 161.30 Bn |
| 8 | First Citizens Bancshares | 25.00 Bn | 24.48 Bn | 29.00 Mn | 236.84 Bn |
| 9 | Keycorp | 23.27 Bn | -24.42 Bn | - | 191.32 Bn |
| 10 | Heritage Financial | 1.17 Bn | 967.43 Mn | 1.36 Mn | 8.43 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.43 Bn |
| Mar 31, 2026 | 8.50 Bn |
| Dec 31, 2025 | 6.97 Bn |
| Sep 30, 2025 | 7.01 Bn |
| Jun 30, 2025 | 7.07 Bn |
| Mar 31, 2025 | 7.13 Bn |
| Dec 31, 2024 | 7.11 Bn |
| Sep 30, 2024 | 7.15 Bn |
| Jun 30, 2024 | 7.06 Bn |
| Mar 31, 2024 | 7.09 Bn |
| Dec 31, 2023 | 7.17 Bn |
| Sep 30, 2023 | 7.15 Bn |
| Jun 30, 2023 | 7.12 Bn |
| Mar 31, 2023 | 7.24 Bn |
| Dec 31, 2022 | 6.98 Bn |
| Sep 30, 2022 | 7.20 Bn |
| Jun 30, 2022 | 7.32 Bn |
| Mar 31, 2022 | 7.48 Bn |
| Dec 31, 2021 | 7.43 Bn |
| Sep 30, 2021 | 7.26 Bn |