Heritage Financial HFWA Investment-related tax credit
Investment-related tax credit at other companies
Other financials
Where this comes from
Reported directly by Heritage Financial in its filing.
Tagged under the XBRL concept us-gaap:InvestmentProgramProportionalAmortizationMethodElectedIncomeTaxCredit.
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 investment-related tax credit?
- Heritage Financial (HFWA) reported investment-related tax credit of $7.38M in Q4 2025.
- How has Heritage Financial's investment-related tax credit changed year-over-year?
- Heritage Financial's investment-related tax credit increased by 22.9% year-over-year, from $6M to $7.38M.
- What is the long-term trend for Heritage Financial's investment-related tax credit?
- Over 2 years (2023 to 2025), Heritage Financial's investment-related tax credit has grown at a 20.5% compound annual growth rate (CAGR), from $20.3M to $29.5M.
- What does investment-related tax credit mean?
- Represents the total income tax credits recognized from investment programs, such as low-income housing tax credits, that utilize the proportional amortization method. This metric highlights the tax-efficiency strategies employed by the bank to reduce its effective tax rate.