Heritage Financial HFWA Effective Income Tax Rate Reconciliation, Tax Credit, Investment, Percent

Effective Income Tax Rate Reconciliation, Tax Credit, Investment, Percent at other companies

Corebridge FinancialCRBG

-2.2%-2.5pp

SeaboardSEB

2.7%—

Heritage FinancialHFWA

37.5%-8.7pp

NiSourceNI

-2.7%+10.8pp

Knight-Swift Transportation Holdings Inc.KNX

2.6%—

Western Alliance BancorporationWAL

3.1%—

Other financials

Income statement

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Revenue$77.9M+35.3%

Net income$18.9M+36.2%

EPS (diluted)$0.48+20.0%

Balance sheet

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Cash & equivalents$268.1M+7.8%

Total debt$20.0M-92.4%

Total equity$1.1B+26.6%

Total assets$8.5B+19.2%

Cash flow

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Operating cash flow$14.0M-27.4%

CapEx$1.3M+11.2%

Free cash flow$12.7M-29.9%

Valuation

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Market cap$1.21B+56.8%

Enterprise value$959.16M+22.1%

P/E16.6×+1.7×

P/S4.5×+1.1×

Profitability

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Net margin27.2%+4.5pp

FCF margin30.1%+0.4pp

Returns & leverage

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Return on equity7.3%+1.3pp

Debt / equity0×-0.3×

Where this comes from

Reported directly by Heritage Financial in its filing.

Tagged under the XBRL concept us-gaap:EffectiveIncomeTaxRateReconciliationTaxCreditsInvestment.

The official record: Heritage Financial’s 10-K, filed February 27, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Heritage Financial's effective income tax rate reconciliation, tax credit, investment, percent?: Heritage Financial (HFWA) reported effective income tax rate reconciliation, tax credit, investment, percent of 37.5% in Q4 2025.
What does effective income tax rate reconciliation, tax credit, investment, percent mean?: Expresses the tax savings from investment-related tax credits as a percentage of pre-tax income. This metric allows for the comparison of the efficiency of tax-advantaged investment programs relative to the company's overall profitability.