Heritage Financial (HFWA) Gains from Investment Securities (2010 - 2026)
Heritage Financial posted quarterly Gains from Investment Securities of $1.0 million for Q1 2026, down 59.02% year-on-year from $2.5 million in Q1 2025, and down 73.74% on a QoQ basis from $3.9 million in Q4 2025.
Heritage Financial (HFWA) has 17 years of Gains from Investment Securities data on file, last reported at $1.0 million in Q1 2026.
- For the quarter ending Q1 2026, Gains from Investment Securities fell 59.02% year-over-year to $1.0 million; the trailing twelve-month figure through Mar 2026 stood at $2.4 million (up 23.14% YoY), and the FY2025 full-year result was $3.9 million, up 122.43% from the prior year.
- Gains from Investment Securities for Q1 2026 stood at $1.0 million, down from $3.9 million in the prior quarter.
- Across five years, Gains from Investment Securities topped out at $4.8 million in Q2 2023 and bottomed at -$3.5 million in Q4 2023.
- The 5-year median for Gains from Investment Securities is $552000.0 (2023), against an average of $608352.9.
- The widest annual swing landed in 2023, when Gains from Investment Securities jumped 2256.36%; it then tumbled 311.39% in 2025.
- A 5-year view of Gains from Investment Securities shows it stood at -$1.6 million in 2022, then slumped by 118.75% to -$3.5 million in 2023, then jumped by 108.37% to $290000.0 in 2024, then surged by 1257.59% to $3.9 million in 2025, then tumbled by 73.74% to $1.0 million in 2026.
- The last three Gains from Investment Securities figures came in at $1.0 million (Q1 2026), $3.9 million (Q4 2025), and -$2.7 million (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Bank Of Chile | 90,891.20 Bn | 90,891.20 Bn | - |
| 2 | Bank Bradesco | 6,807.69 Bn | 6,791.75 Bn | - |
| 3 | Lloyds Banking | 426.28 Bn | 426.28 Bn | - |
| 4 | NatWest | 184.56 Bn | 184.56 Bn | - |
| 5 | First Capital | 181.18 Bn | 181.03 Bn | - |
| 6 | Landmark Bancorp | 164.67 Bn | 164.64 Bn | - |
| 7 | Deutsche Bank Aktiengesellschaft | 161.63 Bn | -151,939.28 Bn | - |
| 8 | KB Financial | 150.02 Bn | 142.15 Bn | - |
| 9 | Pnc Financial Services | 88.79 Bn | 88.84 Bn | - |
| 10 | Heritage Financial | 1.05 Bn | 783.27 Mn | 2.98 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.03 Mn |
| Mar 31, 2026 | 1.03 Mn |
| Dec 31, 2025 | 3.94 Mn |
| Dec 31, 2025 | 3.94 Mn |
| Sep 30, 2025 | -2.65 Mn |
| Sep 30, 2025 | -2.65 Mn |
| Jun 30, 2025 | 130,000.00 |
| Jun 30, 2025 | 130,000.00 |
| Mar 31, 2025 | 2.52 Mn |
| Mar 31, 2025 | 2.52 Mn |
| Dec 31, 2024 | 290,000.00 |
| Dec 31, 2024 | 290,000.00 |
| Sep 30, 2024 | 1.26 Mn |
| Sep 30, 2024 | 1.26 Mn |
| Jun 30, 2024 | -2.08 Mn |
| Jun 30, 2024 | -2.08 Mn |
| Mar 31, 2024 | 2.31 Mn |
| Mar 31, 2024 | 2.31 Mn |
| Dec 31, 2023 | -3.47 Mn |
| Dec 31, 2023 | -3.47 Mn |
| Sep 30, 2023 | 552,000.00 |
| Sep 30, 2023 | 552,000.00 |
| Jun 30, 2023 | 4.82 Mn |
| Jun 30, 2023 | 4.82 Mn |
| Mar 31, 2023 | 1.30 Mn |
| Mar 31, 2023 | 1.30 Mn |
| Dec 31, 2022 | -1.58 Mn |
| Dec 31, 2022 | -1.58 Mn |
| Sep 30, 2022 | -235,000.00 |
| Sep 30, 2022 | -235,000.00 |
| Jun 30, 2022 | 2.17 Mn |
| Jun 30, 2022 | 2.17 Mn |
| Mar 31, 2022 | 55,000.00 |
| Mar 31, 2022 | 55,000.00 |
| Dec 31, 2021 | -7.69 Mn |
| Dec 31, 2021 | -7.69 Mn |
| Sep 30, 2021 | 4.17 Mn |
| Sep 30, 2021 | 4.17 Mn |
| Jun 30, 2021 | 6.85 Mn |
| Jun 30, 2021 | 6.85 Mn |
| Mar 31, 2021 | 1.12 Mn |
| Mar 31, 2021 | 1.12 Mn |
| Dec 31, 2020 | -6.76 Mn |
| Dec 31, 2020 | -6.76 Mn |
| Jun 30, 2020 | 183,000.00 |
| Jun 30, 2020 | 183,000.00 |
| Mar 31, 2020 | 9,000.00 |
| Mar 31, 2020 | 9,000.00 |
| Dec 31, 2019 | 1.49 Mn |
| Dec 31, 2019 | 1.49 Mn |
| Sep 30, 2019 | 52,000.00 |
| Sep 30, 2019 | 52,000.00 |
| Jun 30, 2019 | -279,000.00 |
| Jun 30, 2019 | -279,000.00 |
| Dec 31, 2018 | 31,000.00 |
| Dec 31, 2018 | 31,000.00 |
| Dec 31, 2017 | -17,000.00 |
| Dec 31, 2017 | -17,000.00 |
| Sep 30, 2017 | 111,000.00 |
| Sep 30, 2017 | 111,000.00 |
| Dec 31, 2016 | -933,000.00 |
| Dec 31, 2016 | -933,000.00 |
| Sep 30, 2016 | 131,000.00 |
| Sep 30, 2016 | 131,000.00 |
| Jun 30, 2016 | 32,000.00 |
| Jun 30, 2016 | 32,000.00 |
| Mar 31, 2016 | 560,000.00 |
| Mar 31, 2016 | 560,000.00 |
| Dec 31, 2015 | -3,000.00 |
| Dec 31, 2015 | -3,000.00 |
| Sep 30, 2015 | 3,000.00 |
| Sep 30, 2015 | 3,000.00 |
| Jun 30, 2015 | -27,000.00 |
| Jun 30, 2015 | -27,000.00 |
| Mar 31, 2015 | 544,000.00 |
| Mar 31, 2015 | 544,000.00 |
| Dec 31, 2014 | 599,000.00 |
| Dec 31, 2014 | 599,000.00 |
| Sep 30, 2014 | -378,000.00 |
| Sep 30, 2014 | -378,000.00 |
| Jun 30, 2014 | 38,000.00 |
| Jun 30, 2014 | 38,000.00 |
| Mar 31, 2014 | 27,000.00 |
| Mar 31, 2014 | 27,000.00 |
| Dec 31, 2013 | 500,000.00 |
| Dec 31, 2013 | 500,000.00 |
| Sep 30, 2013 | 75,000.00 |
| Sep 30, 2013 | 75,000.00 |
| Jun 30, 2013 | 60,000.00 |
| Jun 30, 2013 | 60,000.00 |
| Mar 31, 2013 | 2.61 Mn |
| Mar 31, 2013 | 2.61 Mn |
| Dec 31, 2012 | -7.26 Mn |
| Dec 31, 2012 | -7.26 Mn |
| Sep 30, 2012 | 2,000.00 |
| Sep 30, 2012 | 2,000.00 |
| Jun 30, 2012 | 6.72 Mn |
| Jun 30, 2012 | 6.72 Mn |
| Mar 31, 2012 | 650,000.00 |
| Mar 31, 2012 | 650,000.00 |
| Dec 31, 2011 | -5.99 Mn |
| Dec 31, 2011 | -5.99 Mn |
| Sep 30, 2011 | 2.90 Mn |
| Sep 30, 2011 | 2.90 Mn |
| Jun 30, 2011 | 1.95 Mn |
| Jun 30, 2011 | 1.95 Mn |
| Mar 31, 2011 | 1.14 Mn |
| Mar 31, 2011 | 1.14 Mn |
| Dec 31, 2010 | 1.35 Mn |
| Dec 31, 2010 | 1.35 Mn |
| Sep 30, 2010 | 47,000.00 |
| Sep 30, 2010 | 47,000.00 |