Heritage Financial (HFWA) Investment Gain (Loss) (2010 - 2025)
Heritage Financial (HFWA) posted Investment Gain (Loss) of -$6.9 million for Q2 2025, down 76.33% on a QoQ basis from -$3.9 million in Q1 2025, and down 256.79% year-over-year from $4.4 million in Q2 2024.
Heritage Financial (HFWA) Investment Gain (Loss) (2010 - 2025) Analysis & Trends
Heritage Financial's Investment Gain (Loss) history runs 13 years deep, the most recent figure standing at -$6.9 million for Q2 2025.
- Quarterly Investment Gain (Loss) fell 256.79% year-over-year to -$6.9 million in Q2 2025, while the trailing twelve-month figure through Mar 2026 was -$6.9 million (up 58.85% YoY) and the FY2025 annual result came in at -$10.7 million, up 52.77% from the prior year.
- Investment Gain (Loss) was -$6.9 million for Q2 2025 at Heritage Financial, down from -$3.9 million in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $29000.0 in Q1 2021 and bottomed at -$10.0 million in Q1 2024.
- A 5-year average of -$3.6 million and a median of -$2.9 million in 2023 frame the typical range for Investment Gain (Loss).
- Annual changes were most pronounced in 2024 — Investment Gain (Loss) plunged 3387.06% — and 2025, when it surged 61.02%.
- Heritage Financial's Investment Gain (Loss) stood at $29000.0 in 2021, then sank by 982.76% to -$256000.0 in 2022, then slumped by 657.81% to -$1.9 million in 2023, then slumped by 101.19% to -$3.9 million in 2024, then plunged by 75.61% to -$6.9 million in 2025.
- Business Quant data shows HFWA's Investment Gain (Loss) at -$6.9 million in Q2 2025, -$3.9 million in Q1 2025, and -$3.9 million in Q4 2024.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Bank Of Chile | 4,181.60 Bn | 4,181.60 Bn | 167,623.00 | - |
| 2 | Lloyds Banking | 365.91 Bn | 365.91 Bn | - | - |
| 3 | First Capital | 210.72 Bn | 210.38 Bn | - | 169,000.00 |
| 4 | Landmark Bancorp | 190.28 Bn | 190.25 Bn | - | - |
| 5 | NatWest | 147.27 Bn | 147.27 Bn | 1.79 Bn | - |
| 6 | Pnc Financial Services | 100.93 Bn | 100.93 Bn | - | 463.00 Mn |
| 7 | Grupo Aval Acciones Y Valores | 78.02 Bn | -1,273.25 Bn | - | 4.71 Bn |
| 8 | Nu Holdings | 70.39 Bn | 55.24 Bn | 1.94 Bn | - |
| 9 | Deutsche Bank Aktiengesellschaft | 68.39 Bn | 68.39 Bn | - | - |
| 10 | Heritage Financial | 1.16 Bn | 890.04 Mn | 1.29 Mn | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2025 | -6.85 Mn |
| Mar 31, 2025 | -3.89 Mn |
| Dec 31, 2024 | -3.90 Mn |
| Sep 30, 2024 | -6.95 Mn |
| Jun 30, 2024 | -1.92 Mn |
| Mar 31, 2024 | -9.97 Mn |
| Sep 30, 2023 | -1.94 Mn |
| Mar 31, 2023 | -286,000.00 |
| Dec 31, 2022 | -256,000.00 |
| Mar 31, 2021 | 29,000.00 |
| Dec 31, 2020 | 55,000.00 |
| Sep 30, 2020 | 40,000.00 |
| Jun 30, 2020 | 409,000.00 |
| Mar 31, 2020 | 1.03 Mn |
| Dec 31, 2019 | 1,000.00 |
| Sep 30, 2019 | 281,000.00 |
| Jun 30, 2019 | 187,000.00 |
| Mar 31, 2019 | 89,000.00 |
| Dec 31, 2018 | 2,000.00 |
| Sep 30, 2018 | 82,000.00 |