Heritage Financial (HFWA) Retained Earnings (2010 - 2026)
Heritage Financial's (HFWA) quarterly Retained Earnings came in at $439.8 million in Q2 2026, up 10.88% on a YoY basis from $396.6 million in Q2 2025, and up 1.75% quarter-over-quarter from $432.3 million in Q1 2026.
Analysis
Heritage Financial (HFWA) Retained Earnings (2010 - 2026) Analysis & Trends
Heritage Financial (HFWA) has reported Retained Earnings for 17 consecutive years, with $439.8 million the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Retained Earnings rose 10.88% year-over-year to $439.8 million; the trailing twelve-month figure through Jun 2026 stood at $439.8 million (up 10.88% YoY), and the FY2025 full-year result was $421.6 million, up 8.92% from the prior year.
- Retained Earnings improved to $439.8 million in Q2 2026 per HFWA's latest filing, from $432.3 million in the prior quarter.
- Across five years, Retained Earnings topped out at $439.8 million in Q2 2026 and bottomed at $305.6 million in Q1 2022.
- Historically, Retained Earnings has averaged $377.3 million across 5 years, with a median of $378.6 million in 2023.
- The sharpest annual moves came in 2022 and 2024: Retained Earnings advanced 26.02% in 2022, then increased 1.48% in 2024.
- Over 5 years, Retained Earnings stood at $345.3 million in 2022, then advanced by 8.87% to $376.0 million in 2023, then climbed by 2.95% to $387.1 million in 2024, then gained by 8.92% to $421.6 million in 2025, then climbed by 4.31% to $439.8 million in 2026.
- According to Business Quant data, Retained Earnings over the past three periods registered $439.8 million, $432.3 million, and $421.6 million for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Retained Earnings (Qtr) |
|---|---|---|---|---|---|
| 1 | Banco Santander Chile | 948.96 Bn | 948.96 Bn | - | 661.60 Bn |
| 2 | Truist Financial | 61.64 Bn | 61.64 Bn | - | 31.62 Bn |
| 3 | Fifth Third Bancorp | 49.62 Bn | 25.89 Bn | - | 25.65 Bn |
| 4 | M&T Bank | 34.88 Bn | 34.88 Bn | - | 22.04 Bn |
| 5 | Huntington Bancshares | 33.82 Bn | 29.29 Bn | - | 25.15 Bn |
| 6 | Citizens Financial | 29.46 Bn | 29.46 Bn | - | 22.52 Bn |
| 7 | Regions Financial | 25.57 Bn | 25.57 Bn | - | 10.84 Bn |
| 8 | First Citizens Bancshares | 25.00 Bn | 24.48 Bn | 29.00 Mn | 20.35 Bn |
| 9 | Keycorp | 23.27 Bn | -24.42 Bn | - | 15.87 Bn |
| 10 | Heritage Financial | 1.17 Bn | 967.43 Mn | 1.36 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 |