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

	TTM Q1 '26	TTM Q4 '25	TTM Q3 '25	TTM Q2 '25	TTM Q1 '25
Profitability
Net margin	27.2%-0.2pp	27.4%+3.3pp	24.2%+2.3pp	21.9%-0.9pp	22.8%+2.8pp
Returns
Return on equity	7.3%-0.3pp	7.6%+1.1pp	6.4%+0.7pp	5.7%-0.3pp	5.9%+0.9pp
Efficiency
Asset turnover	0×0.0×	0×0.0×	0×0.0×	0×0.0×	0×0.0×
Leverage
Debt-to-equity	0×0.0×	0.1×-0.1×	0.2×-0.1×	0.3×0.0×	0.3×-0.6×
Per Share
Book value per share	$28.53+6.7%	$26.74+1.8%	$26.27+1.9%	$25.79+0.9%	$25.55+3.2%
Valuation
Market capitalization	$1.19B+56.8%	$803.08M-2.2%	$821.33M+2.1%	$804.21M-2.8%	$827M-1.2%
Price / earnings	16.5×+1.6×	11.9×-2.5×	14.4×-1.9×	16.3×+0.2×	16.1×-3.3×
Price / sales	4.5×+1.1×	3.3×-0.2×	3.5×-0.1×	3.6×-0.1×	3.7×-0.2×
Price / book	1.1×+0.2×	0.9×0.0×	0.9×0.0×	0.9×0.0×	0.9×0.0×
Dividend yield	2.7%-1.4pp	4.1%+0.1pp	3.9%-0.1pp	4%+0.1pp	3.9%+0.1pp

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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.