Heritage Financial (HFWA) EBT Margin (2009 - 2026)
Heritage Financial (HFWA) recorded EBT Margin of 24.63% in Q2 2026, down 0.96 percentage points from 25.59% a year earlier and down 4.11 percentage points from the prior quarter.
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Analysis
Heritage Financial (HFWA) EBT Margin (2009 - 2026) Analysis & Trends
On a TTM basis, Heritage Financial's EBT Margin came in at 30.98% as of Jun 30, 2026, up 4.42 percentage points year-over-year; for FY2025, it came in at 31.93%.
- Annual EBT Margin has a five-year change of +9.61 percentage points (FY2020 to FY2025).
- Across earlier years, EBT Margin came in at 39.94% in FY2022 (-10.19 pp) and 50.13% in FY2021 (+27.80 pp).
- The Q2 2026 figure is the lowest quarterly EBT Margin since Q3 2024.
- On a year-over-year basis, EBT Margin rose in five of the last eight quarters, with an average year-over-year change of +4.42 percentage points.
- Peak year-over-year performance for EBT Margin in the last five years was a gain of 15.66 percentage points in Q4 2024, against a drop of 27.05 percentage points in Q4 2023 at the low end.
- Per Business Quant, the preceding three quarters came in at 28.74% (Q1 2026), 38.70% (Q4 2025) and 33.95% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | EBT Margin (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 909.02 Bn | 886.77 Bn | - | 40.13% |
| 2 | Banco Santander Chile | 406.67 Bn | -7,110.43 Bn | - | - |
| 3 | Bank Of America | 350.91 Bn | -2,025.20 Bn | - | 29.93% |
| 4 | Hsbc Holdings | 308.71 Bn | -2,966.46 Bn | - | 51.73% |
| 5 | Morgan Stanley | 293.66 Bn | -249.15 Bn | - | 31.85% |
| 6 | Royal Bank Of Canada | 283.56 Bn | -546.44 Bn | - | 41.80% |
| 7 | Goldman Sachs | 262.71 Bn | -3,480.74 Bn | - | 37.49% |
| 8 | Wells Fargo & Company | 257.44 Bn | 92.87 Bn | - | 32.46% |
| 9 | Mitsubishi Ufj Financial | 256.82 Bn | -75.42 Bn | 10.89 Bn | 70.61% |
| 10 | Heritage Financial | 1.15 Bn | 259.30 Mn | - | 25.76% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Sep 30, 2026 | 25.76% |
| Jun 30, 2026 | 24.63% |
| Mar 31, 2026 | 28.74% |
| Dec 31, 2025 | 38.70% |
| Sep 30, 2025 | 33.95% |
| Jun 30, 2025 | 25.59% |
| Mar 31, 2025 | 28.06% |
| Dec 31, 2024 | 28.62% |
| Sep 30, 2024 | 23.85% |
| Jun 30, 2024 | 28.38% |
| Mar 31, 2024 | 14.12% |
| Dec 31, 2023 | 12.97% |
| Sep 30, 2023 | 35.22% |
| Jun 30, 2023 | 31.49% |
| Mar 31, 2023 | 36.23% |
| Dec 31, 2022 | 40.02% |
| Sep 30, 2022 | 38.43% |
| Jun 30, 2022 | 39.54% |
| Mar 31, 2022 | 42.07% |
| Dec 31, 2021 | 42.11% |
API Access
Heritage Financial EBT Margin API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=ebt-margin&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "ebt-margin", "ticker": "HFWA", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=ebt-margin&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();