Heritage Financial (HFWA) Invested Capital (2010 - 2026)

Heritage Financial (HFWA) has 17 years of Invested Capital data on file, last reported at $1.1 billion in Q1 2026.

• For the quarter ending Q1 2026, Invested Capital rose 26.57% year-over-year to $1.1 billion; the trailing twelve-month figure through Mar 2026 stood at $1.1 billion (up 26.57% YoY), and the FY2025 full-year result was $921.5 million, up 6.71% from the prior year.
• Invested Capital for Q1 2026 stood at $1.1 billion, up from $921.5 million in the prior quarter.
• Across five years, Invested Capital topped out at $1.1 billion in Q1 2026 and bottomed at $776.7 million in Q3 2022.
• The 5-year median for Invested Capital is $850.5 million (2024), against an average of $862.4 million.
• The widest annual swing landed in 2022, when Invested Capital dropped 8.45%; it then grew 26.57% in 2026.
• A 5-year view of Invested Capital shows it stood at $797.9 million in 2022, then advanced by 6.94% to $853.3 million in 2023, then climbed by 1.2% to $863.5 million in 2024, then increased by 6.71% to $921.5 million in 2025, then gained by 21.07% to $1.1 billion in 2026.
• The last three Invested Capital figures came in at $1.1 billion (Q1 2026), $921.5 million (Q4 2025), and $904.1 million (Q3 2025), per Business Quant data.

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