Screener
Heritage Financial HFWA Ratios & Valuation
| Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | ||
|---|---|---|---|---|---|---|
| Profitability | ||||||
| Net margin | 26.5%+4.6pp | 27.2%+4.5pp | 27.4%+7.5pp | 24.2%+6.3pp | 21.9%+1.5pp | |
| Returns | ||||||
| Return on equity | 7.8%+2.1pp | 7.3%+1.3pp | 7.6%+2.5pp | 6.4%+2.0pp | 5.7%+0.4pp | |
| Efficiency | ||||||
| Asset turnover | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | 0×0.0× | |
| Leverage | ||||||
| Debt-to-equity | 0.1×-0.1× | 0×-0.3× | 0.1×-0.8× | 0.2×-0.3× | 0.3×-0.3× | |
| Per Share | ||||||
| Book value per share | $26.71+3.6% | $28.53+11.7% | $26.74+8.1% | $26.27+4.1% | $25.79+5.9% | |
| Valuation | ||||||
| Market capitalization | $1.21B+59.5% | $1.07B+29.3% | $803.08M-4.0% | $821.33M+9.4% | $804.21M+28.6% | |
| Price / earnings | 15.6×+0.2× | 14.7×-1.3× | 11.9×-7.5× | 14.4×-5.6× | 16.3×+2.2× | |
| Price / sales | 4.1×+0.8× | 4×+0.4× | 3.3×-0.6× | 3.5×-0.1× | 3.6×+0.7× | |
| Price / book | 1.1×+0.2× | 1×0.0× | 0.9×-0.1× | 0.9×0.0× | 0.9×+0.2× | |
| Dividend yield | 2.8%-1.4pp | 3.1%-0.8pp | 4.1%+0.3pp | 3.9%-0.3pp | 4%-1.0pp |
FAQ
- Where do Heritage Financial's ratios come from?
- Every ratio is computed from Heritage Financial's SEC filings — trailing-twelve-month flows over period-end balances. Valuation multiples combine those fundamentals with market data, recomputed each period. Switch between quarterly, annual, and TTM, or open any ratio for its full history and peer comparisons.
