Heritage Financial (HFWA) Return on Assets [ROA] (2011 - 2026)
Heritage Financial's Return on Assets [ROA] was 0.92% in Q2 2026, up 0.22 percentage points from 0.70% a year earlier but down 0.02 percentage points from the prior quarter.
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Analysis
Heritage Financial (HFWA) Return on Assets [ROA] (2011 - 2026) Analysis & Trends
For FY2025, Return on Assets [ROA] at Heritage Financial came in at 0.96%, up 0.35 percentage points from FY2024.
- Return on Assets [ROA] shows a five-year change of +0.19 percentage points (FY2020 to FY2025).
- In earlier years, Return on Assets [ROA] was 0.61% in FY2024 (-0.27 pp), 0.87% in FY2023 (-0.26 pp), 1.14% in FY2022 (-0.26 pp) and 1.40% in FY2021 (+0.63 pp).
- Quarterly Return on Assets [ROA] has moved between 0.53% (Q3 2024) and 1.43% (Q3 2021) over five years.
- Compared with a year earlier, Return on Assets [ROA] has increased for six straight quarters, with an average year-over-year change of +0.05 percentage points over the last eight quarters.
- The best year-over-year quarter for Return on Assets [ROA] over five years was Q3 2021 (a gain of 0.83 percentage points); the worst was Q3 2024 (a drop of 0.57 percentage points).
- Per Business Quant data, HFWA's Return on Assets [ROA] in the three quarters before Q2 2026 was 0.94% (Q1 2026), 0.97% (Q4 2025) and 0.81% (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | ROA (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | 1.31% |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | 2.83% |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 0.96% |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 1.25% |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 0.93% |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 0.53% |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 1.00% |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | 1.02% |
| 10 | Heritage Financial | 1.15 Bn | 200.00 Mn | - | 0.92% |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 0.92% |
| Mar 31, 2026 | 0.94% |
| Dec 31, 2025 | 0.97% |
| Sep 30, 2025 | 0.81% |
| Jun 30, 2025 | 0.70% |
| Mar 31, 2025 | 0.72% |
| Dec 31, 2024 | 0.61% |
| Sep 30, 2024 | 0.53% |
| Jun 30, 2024 | 0.63% |
| Mar 31, 2024 | 0.66% |
| Dec 31, 2023 | 0.86% |
| Sep 30, 2023 | 1.09% |
| Jun 30, 2023 | 1.13% |
| Mar 31, 2023 | 1.16% |
| Dec 31, 2022 | 1.15% |
| Sep 30, 2022 | 1.08% |
| Jun 30, 2022 | 1.06% |
| Mar 31, 2022 | 1.24% |
| Dec 31, 2021 | 1.33% |
| Sep 30, 2021 | 1.43% |
API Access
Heritage Financial Return on Assets [ROA] 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=return-on-assets-%5Broa%5D&ticker=HFWA&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "return-on-assets-[roa]", "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=return-on-assets-%5Broa%5D&ticker=HFWA&period=max&api_key=YOUR_API_KEY");
const data = await res.json();