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.

Heritage Financial HFWA Ratios & Valuation

Income Statement Balance Sheet Cash Flow Ratios Segments

Quarterly Annual TTM

YoY QoQ

Simplified Detailed

	Q1 '26	Q4 '25	Q3 '25	Q2 '25	Q1 '25
Profitability
Net margin	27.2%+4.5pp	27.4%+7.5pp	24.2%+6.3pp	21.9%+1.5pp	22.8%+1.8pp
Returns
Return on equity	7.3%+1.3pp	7.6%+2.5pp	6.4%+2.0pp	5.7%+0.4pp	5.9%+0.3pp
Efficiency
Asset turnover	0×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Leverage
Debt-to-equity	0×-0.3×	0.1×-0.8×	0.2×-0.3×	0.3×-0.3×	0.3×-0.3×
Per Share
Book value per share	$28.53+11.7%	$26.74+8.1%	$26.27+4.1%	$25.79+5.9%	$25.55+6.2%
Valuation
Market capitalization	$1.19B+55.2%	$803.08M-4.0%	$821.33M+9.4%	$804.21M+28.6%	$827M+23.1%
Price / earnings	16.5×+1.5×	11.9×-7.5×	14.4×-5.6×	16.3×+2.2×	16.1×+1.8×
Price / sales	4.5×+1.1×	3.3×-0.6×	3.5×-0.1×	3.6×+0.7×	3.7×+0.7×
Price / book	1.1×+0.2×	0.9×-0.1×	0.9×0.0×	0.9×+0.2×	0.9×+0.1×
Dividend yield	2.7%-1.4pp	4.1%+0.3pp	3.9%-0.3pp	4%-1.0pp	3.9%-0.8pp

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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.