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
DateValue
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