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

Heritage Financial (HFWA) has reported Invested Capital for 17 consecutive years, with $1.3 billion the latest figure, recorded in Q2 2026.

• For the quarter ending Q2 2026, Invested Capital rose 10.64% year-over-year to $1.3 billion; the trailing twelve-month figure through Jun 2026 stood at $1.3 billion (up 10.64% YoY), and the FY2025 full-year result was $963.9 million, down 24.02% from the prior year.
• Invested Capital advanced to $1.3 billion in Q2 2026 per HFWA's latest filing, from $1.2 billion in the prior quarter.
• Across five years, Invested Capital topped out at $1.4 billion in Q4 2023 and bottomed at $817.2 million in Q3 2022.
• Historically, Invested Capital has averaged $1.1 billion across 5 years, with a median of $1.2 billion in 2023.
• The sharpest annual moves came in 2023 and 2025: Invested Capital jumped 62.83% in 2023, then dropped 24.02% in 2025.
• Over 5 years, Invested Capital stood at $844.5 million in 2022, then jumped by 62.83% to $1.4 billion in 2023, then declined by 7.74% to $1.3 billion in 2024, then decreased by 24.02% to $963.9 million in 2025, then soared by 34.71% to $1.3 billion in 2026.
• According to Business Quant data, Invested Capital over the past three periods registered $1.3 billion, $1.2 billion, and $963.9 million for Q2 2026, Q1 2026, and Q4 2025 respectively.