Heritage Financial (HFWA) Retained Earnings (2010 - 2026)
Heritage Financial (HFWA) posted Retained Earnings of $439.8 million for Q2 2026, up 10.9% from $396.64 million a year earlier and up 1.7% from the prior quarter.
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Analysis
Heritage Financial (HFWA) Retained Earnings (2010 - 2026) Analysis & Trends
At the end of FY2025, Heritage Financial's Retained Earnings came in at $421.62 million, up 8.9% from FY2024.
- Annual Retained Earnings has increased for 15 consecutive years, with a five-year compound annual growth rate of 13.4% (FY2020 to FY2025).
- In prior years, Heritage Financial's Retained Earnings was $387.1 million in FY2024 (+3.0%), $375.99 million in FY2023 (+8.9%), $345.35 million in FY2022 (+17.8%) and $293.24 million in FY2021 (+30.7%).
- The Q2 2026 figure stands as the highest quarterly Retained Earnings in data going back to Q4 2010.
- On a year-over-year basis, Retained Earnings has increased in each of the last 48 quarters, with growth averaging 6.3% over the last eight quarters.
- Over the past five years, the year-over-year growth in Retained Earnings ranged from 1.5% (Q3 2024) to 35.4% (Q3 2021).
- According to Business Quant data, Retained Earnings for the three prior quarters was $432.26 million (Q1 2026), $421.62 million (Q4 2025) and $407.56 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 879.54 Bn | 909.01 Bn | - | 445.02 Bn |
| 2 | Banco Santander Chile | 418.48 Bn | 538.42 Bn | - | 661.60 Bn |
| 3 | Bank Of America | 381.92 Bn | -1,994.15 Bn | - | 274.52 Bn |
| 4 | Hsbc Holdings | 341.10 Bn | 341.15 Bn | - | 21.39 Bn |
| 5 | Morgan Stanley | 295.71 Bn | -213.38 Bn | - | 122.77 Bn |
| 6 | Royal Bank Of Canada | 275.38 Bn | 126.13 Bn | - | 74.21 Bn |
| 7 | Mitsubishi Ufj Financial | 273.79 Bn | -1,314.70 Bn | 10.89 Bn | 102.78 Bn |
| 8 | Goldman Sachs | 262.78 Bn | -3,294.34 Bn | - | 174.35 Bn |
| 9 | Wells Fargo & Company | 242.61 Bn | 244.75 Bn | - | 237.23 Bn |
| 10 | Heritage Financial | 1.13 Bn | 179.14 Mn | - | 439.80 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 439.80 Mn |
| Mar 31, 2026 | 432.26 Mn |
| Dec 31, 2025 | 421.62 Mn |
| Sep 30, 2025 | 407.56 Mn |
| Jun 30, 2025 | 396.64 Mn |
| Mar 31, 2025 | 392.74 Mn |
| Dec 31, 2024 | 387.10 Mn |
| Sep 30, 2024 | 383.13 Mn |
| Jun 30, 2024 | 379.71 Mn |
| Mar 31, 2024 | 373.63 Mn |
| Dec 31, 2023 | 375.99 Mn |
| Sep 30, 2023 | 377.52 Mn |
| Jun 30, 2023 | 367.09 Mn |
| Mar 31, 2023 | 358.01 Mn |
| Dec 31, 2022 | 345.35 Mn |
| Sep 30, 2022 | 330.28 Mn |
| Jun 30, 2022 | 316.73 Mn |
| Mar 31, 2022 | 305.58 Mn |
| Dec 31, 2021 | 293.24 Mn |
| Sep 30, 2021 | 281.29 Mn |
API Access
Heritage Financial Retained Earnings 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=retained-earnings&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "retained-earnings", "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=retained-earnings&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();