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Heritage Financial (HFWA) Invested Capital: 2021-2025

Historic Invested Capital for Heritage Financial (HFWA) over the last 5 years, with Sep 2025 value amounting to $904.1 million.

  • Heritage Financial's Invested Capital rose 3.38% to $904.1 million in Q3 2025 from the same period last year, while for Sep 2025 it was $904.1 million, marking a year-over-year increase of 3.38%. This contributed to the annual value of $863.5 million for FY2024, which is 1.20% up from last year.
  • Heritage Financial's Invested Capital amounted to $904.1 million in Q3 2025, which was up 1.78% from $888.2 million recorded in Q2 2025.
  • Over the past 5 years, Heritage Financial's Invested Capital peaked at $904.1 million during Q3 2025, and registered a low of $776.7 million during Q3 2022.
  • Over the past 3 years, Heritage Financial's median Invested Capital value was $853.3 million (recorded in 2023), while the average stood at $856.6 million.
  • As far as peak fluctuations go, Heritage Financial's Invested Capital fell by 8.45% in 2022, and later rose by 7.49% in 2024.
  • Over the past 5 years, Heritage Financial's Invested Capital (Quarterly) stood at $854.4 million in 2021, then decreased by 6.62% to $797.9 million in 2022, then grew by 6.94% to $853.3 million in 2023, then rose by 1.20% to $863.5 million in 2024, then climbed by 3.38% to $904.1 million in 2025.
  • Its last three reported values are $904.1 million in Q3 2025, $888.2 million for Q2 2025, and $881.5 million during Q1 2025.