Heritage Financial (HFWA) Long-Term Investments (2010 - 2026)
Heritage Financial (HFWA) recorded Long-Term Investments of $12.65 million in Q2 2026, down 21.4% from $16.11 million a year earlier but up 108.4% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Long-Term Investments (2010 - 2026) Analysis & Trends
At the end of FY2025, Heritage Financial reported Long-Term Investments of $5.16 million, down 76.0% from FY2024.
- Annual Long-Term Investments has a five-year compound annual growth rate of -5.0% (FY2020 to FY2025).
- Across earlier years, Long-Term Investments came in at $21.54 million in FY2024 (+414.5%), $4.19 million in FY2023 (-53.1%), $8.92 million in FY2022 (+12.4%) and $7.93 million in FY2021 (+19.1%).
- Quarterly Long-Term Investments has ranged from $4.19 million in Q4 2023 to $23.7 million in Q1 2023 over the past five years.
- On a year-over-year basis, Long-Term Investments has declined for five consecutive quarters, with growth averaging 70.9% over the last eight quarters.
- Peak year-over-year performance for Long-Term Investments in the last five years was growth of 414.5% in Q4 2024, against a decline of 81.8% in Q1 2024 at the low end.
- Per Business Quant, the preceding three quarters came in at $6.07 million (Q1 2026), $5.16 million (Q4 2025) and $10.47 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | - |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 24.30 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | - |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | - |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | - |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 255.63 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | - |
| 10 | Heritage Financial | 1.15 Bn | 200.00 Mn | - | 12.65 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 12.65 Mn |
| Mar 31, 2026 | 6.07 Mn |
| Dec 31, 2025 | 5.16 Mn |
| Sep 30, 2025 | 10.47 Mn |
| Jun 30, 2025 | 16.11 Mn |
| Mar 31, 2025 | 16.16 Mn |
| Dec 31, 2024 | 21.54 Mn |
| Sep 30, 2024 | 16.99 Mn |
| Jun 30, 2024 | 22.30 Mn |
| Mar 31, 2024 | 4.30 Mn |
| Dec 31, 2023 | 4.19 Mn |
| Sep 30, 2023 | 8.37 Mn |
| Jun 30, 2023 | 8.37 Mn |
| Mar 31, 2023 | 23.70 Mn |
| Dec 31, 2022 | 8.92 Mn |
| Sep 30, 2022 | 8.92 Mn |
| Jun 30, 2022 | 8.92 Mn |
| Mar 31, 2022 | 8.92 Mn |
| Dec 31, 2021 | 7.93 Mn |
| Sep 30, 2021 | 7.93 Mn |
API Access
Heritage Financial Long-Term Investments 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=long-term-investments&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "long-term-investments", "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=long-term-investments&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();