Skip to content

Heritage Financial HFWA Tax Credit, Investment, Amortization

Tax Credit, Investment, Amortization at other companies

ServisFirst Bancshares logo
ServisFirst BancsharesSFBS
$6.83M+135%
Urban Outfitters logo
Urban OutfittersURBN
$3.73M-13.2%
Valley National Bank logo
Valley National BankVLY
$16.01M+71.8%
Burke & Herbert Financial Services Corp. logo
Burke & Herbert Financial Services Corp.BHRB
$1.53M-17.6%
BancFirst Corporation logo
BancFirst CorporationBANF
$306.5K+10.8%
Morgan Stanley logo
Morgan StanleyMS
$15M+15.4%

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+29.3%
Enterprise value$946.38M-2.5%
P/E16.5×-1.5×
P/S4.5×+0.4×

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 hfwa:TaxCreditInvestmentAmortization.

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

Ask your AI about Heritage Financial's tax credit, investment, amortization.

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 tax credit, investment, amortization?
Heritage Financial (HFWA) reported tax credit, investment, amortization of $6.19M in Q4 2025.
How has Heritage Financial's tax credit, investment, amortization changed year-over-year?
Heritage Financial's tax credit, investment, amortization increased by 24.1% year-over-year, from $4.99M to $6.19M.
What is the long-term trend for Heritage Financial's tax credit, investment, amortization?
Over 2 years (2023 to 2025), Heritage Financial's tax credit, investment, amortization has grown at a 22.7% compound annual growth rate (CAGR), from $16.46M to $24.76M.
What does tax credit, investment, amortization mean?
This metric measures the periodic expense recognized from the amortization of investments in tax credit programs, such as low-income housing or similar tax-advantaged partnerships. It reflects the systematic allocation of the cost of these investments over their useful life. Monitoring this helps investors understand the non-cash impact of tax-advantaged investment strategies on net income.