Skip to content

Heritage Financial HFWA Effective Income Tax Rate Reconciliation, Tax Exempt Income, Amount

Effective Income Tax Rate Reconciliation, Tax Exempt Income, Amount at other companies

Lakeland Financial logo
Lakeland FinancialLKFN

Other financials

Income statement

See full
Revenue$77.9M+35.3%
Net income$18.9M+36.2%
EPS (diluted)$0.48+20.0%

Balance sheet

See full
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

See full
Operating cash flow$14.0M-27.4%
CapEx$1.3M+11.2%
Free cash flow$12.7M-29.9%

Valuation

See full
Market cap$1.19B+55.2%
Enterprise value$946.38M+20.5%
P/E16.5×+1.5×
P/S4.5×+1.1×

Profitability

See full
Net margin27.2%+4.5pp
FCF margin30.1%+0.4pp

Returns & leverage

See full
Return on equity7.3%+1.3pp
Debt / equity-0.3×

Where this comes from

Reported directly by Heritage Financial in its filing.

Tagged under the XBRL concept us-gaap:IncomeTaxReconciliationTaxExemptIncome.

The official record: Heritage Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

Ask your AI about Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude

Questions, answered.

What is Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount?
Heritage Financial (HFWA) reported effective income tax rate reconciliation, tax exempt income, amount of $338K in Q1 2026.
How has Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount changed year-over-year?
Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount increased by 7.3% year-over-year, from $315K to $338K.
What is the long-term trend for Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount?
Over 4 years (2021 to 2025), Heritage Financial's effective income tax rate reconciliation, tax exempt income, amount has grown at a -13.6% compound annual growth rate (CAGR), from $1.93M to $1.08M.
What does effective income tax rate reconciliation, tax exempt income, amount mean?
This metric quantifies the dollar amount of income that is excluded from taxable income, such as interest from municipal bonds or other tax-exempt securities. It reflects the portion of the company's earnings that are not subject to federal or state income taxes. This is a critical component in understanding the company's tax-advantaged revenue streams.