Heritage Financial (HFWA) Invested Capital (2013 - 2026)
Heritage Financial (HFWA) recorded Invested Capital of $1.3 billion in Q2 2026, up 10.6% from $1.17 billion a year earlier and up 12.1% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Invested Capital (2013 - 2026) Analysis & Trends
For FY2025, Heritage Financial reported Invested Capital of $963.85 million, down 24.0% from FY2024.
- Annual Invested Capital has a five-year compound annual growth rate of 2.8% (FY2020 to FY2025).
- Across earlier years, Invested Capital came in at $1.27 billion in FY2024 (-7.7%), $1.38 billion in FY2023 (+67.8%), $819.39 million in FY2022 (-6.4%) and $875.63 million in FY2021 (+4.1%).
- The Q2 2026 figure is the highest quarterly Invested Capital since Q2 2024.
- On a year-over-year basis, Invested Capital rose in 1 of the last eight quarters, with an average decline of 8.6%.
- Peak year-over-year performance for Invested Capital in the last five years was growth of 67.8% in Q4 2023, against a decline of 24.0% in Q4 2025 at the low end.
- Per Business Quant, the preceding three quarters came in at $1.16 billion (Q1 2026), $963.85 million (Q4 2025) and $1.06 billion (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 447.03 Bn |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 9,394.86 Bn |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 361.07 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 147.26 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 490.36 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 224.49 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 560.62 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 207.49 Bn |
| 10 | Heritage Financial | 1.15 Bn | 200.00 Mn | - | 1.30 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.30 Bn |
| Mar 31, 2026 | 1.16 Bn |
| Dec 31, 2025 | 963.85 Mn |
| Sep 30, 2025 | 1.06 Bn |
| Jun 30, 2025 | 1.17 Bn |
| Mar 31, 2025 | 1.17 Bn |
| Dec 31, 2024 | 1.27 Bn |
| Sep 30, 2024 | 1.28 Bn |
| Jun 30, 2024 | 1.37 Bn |
| Mar 31, 2024 | 1.37 Bn |
| Dec 31, 2023 | 1.38 Bn |
| Sep 30, 2023 | 1.29 Bn |
| Jun 30, 2023 | 1.29 Bn |
| Mar 31, 2023 | 1.21 Bn |
| Dec 31, 2022 | 819.39 Mn |
| Sep 30, 2022 | 798.10 Mn |
| Jun 30, 2022 | 826.69 Mn |
| Mar 31, 2022 | 842.70 Mn |
| Dec 31, 2021 | 875.63 Mn |
| Sep 30, 2021 | 869.51 Mn |
API Access
Heritage Financial Invested Capital 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=invested-capital&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "invested-capital", "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=invested-capital&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();