Heritage Financial (HFWA) Gains from Investment Securities (2010 - 2026)
Heritage Financial (HFWA) reported Gains from Investment Securities of $1.0 million for Q1 2026, down 59.02% on a YoY basis from $2.5 million in Q1 2025, and down 73.74% quarter-over-quarter from $3.9 million in Q4 2025.
Heritage Financial (HFWA) Gains from Investment Securities (2010 - 2026) Analysis & Trends
Heritage Financial has reported Gains from Investment Securities for 17 years, with the latest figure 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.
- The five-year high for Gains from Investment Securities was $4.8 million in Q2 2023, with the low at -$3.5 million in Q4 2023.
- Historically, Gains from Investment Securities has averaged $608352.9 across 5 years, with a median of $552000.0 in 2023.
- Annual changes were most pronounced in 2023 — Gains from Investment Securities jumped 2256.36% — and 2025, when it sank 311.39%.
- Heritage Financial's Gains from Investment Securities stood at -$1.6 million in 2022, then tumbled by 118.75% to -$3.5 million in 2023, then soared by 108.37% to $290000.0 in 2024, then jumped by 1257.59% to $3.9 million in 2025, then plunged 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 | 97,765.53 Bn | 97,765.53 Bn | - |
| 2 | Bank Bradesco | 6,846.93 Bn | 6,830.99 Bn | - |
| 3 | Lloyds Banking | 384.13 Bn | 384.40 Bn | - |
| 4 | First Capital | 215.78 Bn | 215.63 Bn | - |
| 5 | Itau Unibanco Holding | 202.78 Bn | 202.78 Bn | - |
| 6 | Landmark Bancorp | 180.37 Bn | 180.34 Bn | - |
| 7 | NatWest | 168.65 Bn | -51.67 Bn | - |
| 8 | Shinhan Financial | 136.54 Bn | 104.11 Bn | - |
| 9 | Mizuho Financial | 112.02 Bn | 112.56 Bn | - |
| 10 | Heritage Financial | 1.12 Bn | 852.90 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 |