Heritage Financial (HFWA) Tax Rate (2021 - 2025)

Heritage Financial's Tax Rate history spans 5 years, with the latest figure at 13.4% for Q4 2025.

  • For Q4 2025, Tax Rate fell 1355.0% year-over-year to 13.4%; the TTM value through Dec 2025 reached 14.08%, down 314.0%, while the annual FY2025 figure was 14.08%, 314.0% down from the prior year.
  • Tax Rate reached 13.4% in Q4 2025 per HFWA's latest filing, down from 14.06% in the prior quarter.
  • In the past five years, Tax Rate ranged from a high of 26.96% in Q4 2024 to a low of 5.23% in Q4 2023.
  • Average Tax Rate over 5 years is 16.18%, with a median of 16.36% recorded in 2023.
  • Peak YoY movement for Tax Rate: crashed -1393bps in 2023, then surged 2173bps in 2024.
  • A 5-year view of Tax Rate shows it stood at 20.24% in 2021, then dropped by -5bps to 19.17% in 2022, then crashed by -73bps to 5.23% in 2023, then skyrocketed by 415bps to 26.96% in 2024, then plummeted by -50bps to 13.4% in 2025.
  • Per Business Quant, the three most recent readings for HFWA's Tax Rate are 13.4% (Q4 2025), 14.06% (Q3 2025), and 15.52% (Q2 2025).