Heritage Financial (HFWA) Assets Average (2011 - 2026)
Heritage Financial's (HFWA) quarterly Assets Average came in at $8.5 billion in Q2 2026, up 19.21% on a YoY basis from $7.1 billion in Q2 2025, and up 9.46% quarter-over-quarter from $7.7 billion in Q1 2026.
Analysis
Heritage Financial (HFWA) Assets Average (2011 - 2026) Analysis & Trends
Heritage Financial (HFWA) has reported Assets Average for 16 consecutive years, with $8.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Assets Average rose 19.21% year-over-year to $8.5 billion; the trailing twelve-month figure through Jun 2026 stood at $8.5 billion (up 19.21% YoY), and the FY2025 full-year result was $7.0 billion, down 1.45% from the prior year.
- Assets Average grew to $8.5 billion in Q2 2026 per HFWA's latest filing, from $7.7 billion in the prior quarter.
- Across five years, Assets Average topped out at $8.5 billion in Q2 2026 and bottomed at $7.0 billion in Q4 2025.
- Historically, Assets Average has averaged $7.3 billion across 5 years, with a median of $7.1 billion in 2023.
- The sharpest annual moves came in 2023 and 2026: Assets Average declined 4.69% in 2023, then gained 19.21% in 2026.
- Over 5 years, Assets Average stood at $7.1 billion in 2022, then grew by 1.02% to $7.2 billion in 2023, then retreated by 0.46% to $7.1 billion in 2024, then decreased by 1.97% to $7.0 billion in 2025, then grew by 21.1% to $8.5 billion in 2026.
- According to Business Quant data, Assets Average over the past three periods registered $8.5 billion, $7.7 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 Avg. (Qtr) |
|---|---|---|---|---|---|
| 1 | Banco Santander Chile | 948.96 Bn | 948.96 Bn | - | 34,073.67 Bn |
| 2 | Truist Financial | 61.64 Bn | 61.64 Bn | - | 552.50 Bn |
| 3 | Fifth Third Bancorp | 49.62 Bn | 25.89 Bn | - | 257.28 Bn |
| 4 | M&T Bank | 34.88 Bn | 34.88 Bn | - | 217.00 Bn |
| 5 | Huntington Bancshares | 33.82 Bn | 29.29 Bn | - | 284.68 Bn |
| 6 | Citizens Financial | 29.46 Bn | 29.46 Bn | - | 230.88 Bn |
| 7 | Regions Financial | 25.57 Bn | 25.57 Bn | - | 161.02 Bn |
| 8 | First Citizens Bancshares | 25.00 Bn | 24.48 Bn | 29.00 Mn | 236.40 Bn |
| 9 | Keycorp | 23.27 Bn | -24.42 Bn | - | 189.99 Bn |
| 10 | Heritage Financial | 1.17 Bn | 967.43 Mn | 1.36 Mn | 8.46 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 8.46 Bn |
| Mar 31, 2026 | 7.73 Bn |
| Dec 31, 2025 | 6.99 Bn |
| Sep 30, 2025 | 7.04 Bn |
| Jun 30, 2025 | 7.10 Bn |
| Mar 31, 2025 | 7.12 Bn |
| Dec 31, 2024 | 7.13 Bn |
| Sep 30, 2024 | 7.11 Bn |
| Jun 30, 2024 | 7.08 Bn |
| Mar 31, 2024 | 7.13 Bn |
| Dec 31, 2023 | 7.16 Bn |
| Sep 30, 2023 | 7.13 Bn |
| Jun 30, 2023 | 7.18 Bn |
| Mar 31, 2023 | 7.11 Bn |
| Dec 31, 2022 | 7.09 Bn |
| Sep 30, 2022 | 7.26 Bn |
| Jun 30, 2022 | 7.40 Bn |
| Mar 31, 2022 | 7.46 Bn |
| Dec 31, 2021 | 7.35 Bn |
| Sep 30, 2021 | 7.18 Bn |