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HERITAGE FINANCIAL CORP (HFWA) ROE

HERITAGE FINANCIAL CORP /WA/ ROE

Return on equity (ROE) is the profit a company earns for every dollar of shareholder money invested in it, shown as a percentage. It is net income divided by shareholder equity, and the table shows both amounts: the profit earned and the equity it was earned on. A higher ROE means more profit per dollar of equity, but ROE also rises when equity shrinks through buybacks, dividends or losses, and it has no meaning for a company with negative equity. Quarterly points divide the trailing four quarters of net income by the balance at that quarter end; annual points divide the filed fiscal-year net income by the fiscal-year-end balance.

  • HERITAGE FINANCIAL CORP /WA/ roe for the quarter ending 2026-06-30 was 7.02%, a 26.02% increase year-over-year.
  • HERITAGE FINANCIAL CORP /WA/ roe for the quarter ending 2026-03-31 was 6.50%, a 11.50% increase year-over-year.
  • HERITAGE FINANCIAL CORP /WA/ roe for the quarter ending 2025-12-31 was 7.33%, a 46.29% increase year-over-year.
  • HERITAGE FINANCIAL CORP /WA/ roe for the quarter ending 2025-09-30 was 6.33%, a 47.36% increase year-over-year.
  • HERITAGE FINANCIAL CORP /WA/ roe for fiscal 2025 was 7.33%, a 46.29% increase from fiscal 2024.
  • HERITAGE FINANCIAL CORP /WA/ roe for fiscal 2024 was 5.01%, a 30.78% decline from fiscal 2023.
  • HERITAGE FINANCIAL CORP /WA/ roe for fiscal 2023 was 7.24%, a 29.47% decline from fiscal 2022.
  • HERITAGE FINANCIAL CORP /WA/ roe for fiscal 2022 was 10.26%, a 10.57% decline from fiscal 2021.
Available history
2009-12-31 to 2026-06-30
Data captured

Historical ROE

DateROENet income 12 monthNet income 3 monthShareholder equity
2026-06-307.02%$77.9M$17.55M$1.11B
2026-03-316.50%$72.57M$18.95M$1.12B
2025-12-317.33%$67.53M$22.24M$921.5M
2025-09-306.33%$57.22M$19.17M$904.06M
2025-06-305.57%$49.48M$12.21M$888.21M
2025-03-315.83%$51.42M$13.91M$881.52M
2024-12-315.01%$43.26M$11.93M$863.53M
2024-09-304.30%$37.56M$11.42M$874.51M
2024-06-305.22%$44.36M$14.16M$850.51M
2024-03-315.55%$47.05M$5.75M$847.58M
2023-12-317.24%$61.76M$6.23M$853.26M
2023-09-309.60%$78.07M$18.22M$813.55M
2023-06-309.86%$80.84M$16.85M$819.73M
2023-03-3110.00%$82.58M$20.46M$826.08M
2022-12-3110.26%$81.88M$22.54M$797.89M
2022-09-3010.14%$78.73M$20.99M$776.7M
2022-06-309.73%$78.33M$18.58M$805.37M
2022-03-3111.25%$92.45M$19.76M$821.45M
2021-12-3111.47%$98.04M$19.40M$854.43M
2021-09-3012.08%$102.52M$20.59M$848.4M
2021-06-3011.51%$98.56M$32.70M$855.98M
2021-03-317.22%$59.72M$25.34M$827.15M
2020-12-315.68%$46.57M$23.88M$820.44M
2020-09-304.96%$39.81M$16.64M$803.13M
2020-06-305.18%$41.07M-$6.14M$793.65M
2020-03-317.91%$63.2M$12.19M$798.44M
2019-12-318.35%$67.56M$17.13M$809.31M
2019-09-308.34%$67.04M$17.89M$804.13M
2019-06-308.12%$64.65M$15.98M$796.63M
2019-03-317.78%$60.52M$16.55M$778.19M
2018-12-316.97%$53.06M$16.61M$760.72M
2018-09-306.23%$46.47M$15.50M$746.13M
2018-06-306.50%$41.59M$11.86M$639.52M
2018-03-316.55%$41.56M$9.09M$634.71M
2017-12-318.22%$41.79M$10.02M$508.31M
2017-09-308.21%$41.66M$10.62M$507.61M
2017-06-308.41%$42.08M$11.83M$500.05M
2017-03-318.00%$39.14M$9.32M$489.2M
2016-12-318.08%$38.92M$9.89M$481.76M
2016-09-307.77%$38.52M$11.04M$496.01M
2016-06-307.54%$36.97M$8.89M$490.06M
2016-03-317.66%$36.8M$9.09M$480.18M
2015-12-317.98%$37.49M$9.49M$469.97M
2015-09-307.52%$35.25M$9.49M$468.7M
2015-06-307.15%$32.83M$8.72M$459.13M
2015-03-316.11%$28.25M$9.78M$462.53M
2014-12-314.62%$21.01M$7.25M$454.51M
2014-09-303.20%$14.47M$7.07M$451.65M
2014-06-302.38%$10.69M$4.15M$449.83M
2014-03-314.27%$9.23M$2.54M$216.42M
2013-12-314.44%$9.58M$710.00K$215.76M
2013-09-305.49%$11.9M$3.29M$216.6M
2013-06-305.72%$11.47M$2.69M$200.53M
2013-03-315.97%$11.98M$2.88M$200.51M
2012-12-316.67%$13.26M$3.03M$198.94M
2012-09-306.16%$12.46M$2.86M$202.24M
2012-06-305.71%$11.43M$3.19M$200.14M
2012-03-314.82%$9.92M$4.17M$205.66M
2011-12-313.22%$6.52M$2.23M$202.52M
2011-09-306.81%$14.05M$1.84M$206.12M
2011-06-306.93%$14.25M$1.69M$205.65M

Annual ROE

DateROENet income 12 monthShareholder equity
2025-12-317.33%$67.53M$921.5M
2024-12-315.01%$43.26M$863.53M
2023-12-317.24%$61.76M$853.26M
2022-12-3110.26%$81.88M$797.89M
2021-12-3111.47%$98.04M$854.43M
2020-12-315.68%$46.57M$820.44M
2019-12-318.35%$67.56M$809.31M
2018-12-316.97%$53.06M$760.72M
2017-12-318.22%$41.79M$508.31M
2016-12-318.08%$38.92M$481.76M
2015-12-317.98%$37.49M$469.97M
2014-12-314.62%$21.01M$454.51M
2013-12-314.44%$9.58M$215.76M
2012-12-316.67%$13.26M$198.94M
2011-12-313.22%$6.52M$202.52M
2010-12-316.60%$13.35M$202.28M
2009-12-310.37%$581,000.00$158.5M

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