Heritage Financial (HFWA) Securities (2020 - 2026)
Heritage Financial's (HFWA) quarterly Securities came in at $1.7 billion in Q1 2026, up 18.07% YoY from $1.4 billion in Q1 2025, and up 30.26% on a QoQ basis from $1.3 billion in Q4 2025.
Heritage Financial (HFWA) Securities (2020 - 2026) Analysis & Trends
Heritage Financial (HFWA) has 7 years of Securities data on file, last reported at $1.7 billion in Q1 2026.
- Quarterly Securities rose 18.07% year-over-year to $1.7 billion in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $1.7 billion (up 18.07% YoY) and the FY2025 annual result came in at $1.3 billion, down 12.68% from the prior year.
- Securities climbed to $1.7 billion in Q1 2026, from $1.3 billion in the prior quarter.
- In the past five years, Securities ranged from a high of $2.1 billion in Q3 2022 to a low of $1.3 billion in Q4 2025.
- A 5-year average of $1.7 billion and a median of $1.7 billion in 2026 frame the typical range for Securities.
- Annual changes were most pronounced in 2022 — Securities surged 98.53% — and 2024, when it decreased 21.67%.
- Tracing HFWA's Securities over 5 years: stood at $2.1 billion in 2022, then declined by 10.68% to $1.9 billion in 2023, then dropped by 21.67% to $1.5 billion in 2024, then declined by 12.68% to $1.3 billion in 2025, then jumped by 30.26% to $1.7 billion in 2026.
- The last three Securities figures came in at $1.7 billion (Q1 2026), $1.3 billion (Q4 2025), and $1.3 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Securities (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 119.58 Bn | 83.39 Bn | - | - |
| 2 | Pnc Financial Services | 97.75 Bn | 97.75 Bn | - | - |
| 3 | Us Bancorp | 96.33 Bn | 96.33 Bn | - | - |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | - |
| 5 | NatWest | 73.86 Bn | -145.23 Bn | - | - |
| 6 | Deutsche Bank Aktiengesellschaft | 71.72 Bn | -81.60 Bn | - | - |
| 7 | Nu Holdings | 68.51 Bn | 54.82 Bn | 2.35 Bn | - |
| 8 | Truist Financial | 61.69 Bn | 61.69 Bn | - | - |
| 9 | Fifth Third Bancorp | 49.73 Bn | 26.00 Bn | - | - |
| 10 | Heritage Financial | 1.19 Bn | 984.68 Mn | 1.36 Mn | 1.63 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 1.63 Bn |
| Mar 31, 2026 | 1.67 Bn |
| Dec 31, 2025 | 1.28 Bn |
| Sep 30, 2025 | 1.31 Bn |
| Jun 30, 2025 | 1.35 Bn |
| Mar 31, 2025 | 1.41 Bn |
| Dec 31, 2024 | 1.47 Bn |
| Sep 30, 2024 | 1.57 Bn |
| Jun 30, 2024 | 1.66 Bn |
| Mar 31, 2024 | 1.73 Bn |
| Dec 31, 2023 | 1.87 Bn |
| Sep 30, 2023 | 1.89 Bn |
| Jun 30, 2023 | 2.03 Bn |
| Mar 31, 2023 | 2.08 Bn |
| Dec 31, 2022 | 2.10 Bn |
| Sep 30, 2022 | 2.13 Bn |
| Jun 30, 2022 | 1.80 Bn |
| Mar 31, 2022 | 1.46 Bn |
| Dec 31, 2021 | 1.28 Bn |
| Sep 30, 2021 | 1.07 Bn |