Heritage Financial (HFWA) Return on Invested Capital: 2021-2025

Historic Return on Invested Capital for Heritage Financial (HFWA) over the last 4 years, with Sep 2025 value amounting to -0.14%.

  • Heritage Financial's Return on Invested Capital rose 1.00% to -0.14% in Q3 2025 from the same period last year, while for Sep 2025 it was -0.14%, marking a year-over-year increase of 1.00%. This contributed to the annual value of -0.14% for FY2024, which is 2.00% up from last year.
  • According to the latest figures from Q3 2025, Heritage Financial's Return on Invested Capital is -0.14%, which was down 0.42% from -0.14% recorded in Q2 2025.
  • In the past 5 years, Heritage Financial's Return on Invested Capital registered a high of 0.12% during Q4 2021, and its lowest value of -0.16% during Q4 2023.
  • In the last 3 years, Heritage Financial's Return on Invested Capital had a median value of -0.15% in 2023 and averaged -0.15%.
  • Its Return on Invested Capital has fluctuated over the past 5 years, first fell by 27bps in 2023, then grew by 2bps in 2024.
  • Over the past 5 years, Heritage Financial's Return on Invested Capital (Quarterly) stood at 0.12% in 2021, then fell by 21bps to -0.09% in 2022, then decreased by 7bps to -0.16% in 2023, then grew by 2bps to -0.14% in 2024, then rose by 1bps to -0.14% in 2025.
  • Its last three reported values are -0.14% in Q3 2025, -0.14% for Q2 2025, and -0.14% during Q1 2025.