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Heritage Financial HFWA Unfunded Equity Investment Commitments

Unfunded Equity Investment Commitments at other companies

WaFd, Inc. logo
WaFd, Inc.WAFD
$63.13M+2.8%

Other financials

Income statement

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Revenue$77.9M+35.3%
Net income$18.9M+36.2%
EPS (diluted)$0.48+20.0%

Balance sheet

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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

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Operating cash flow$14.0M-27.4%
CapEx$1.3M+11.2%
Free cash flow$12.7M-29.9%

Valuation

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Market cap$1.21B+56.8%
Enterprise value$959.16M+22.1%
P/E16.6×+1.7×
P/S4.5×+1.1×

Profitability

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Net margin27.2%+4.5pp
FCF margin30.1%+0.4pp

Returns & leverage

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Return on equity7.3%+1.3pp
Debt / equity0×-0.3×

Where this comes from

Reported directly by Heritage Financial in its filing.

Tagged under the XBRL concept us-gaap:QualifiedAffordableHousingProjectInvestmentsCommitment.

The official record: Heritage Financial’s 10-Q, filed May 8, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Heritage Financial's unfunded equity investment commitments?
Heritage Financial (HFWA) reported unfunded equity investment commitments of $15.7M in Q1 2026.
How has Heritage Financial's unfunded equity investment commitments changed year-over-year?
Heritage Financial's unfunded equity investment commitments decreased by 67.5% year-over-year, from $48.3M to $15.7M.
What is the long-term trend for Heritage Financial's unfunded equity investment commitments?
Over 5 years (2020 to 2025), Heritage Financial's unfunded equity investment commitments has grown at a -19.6% compound annual growth rate (CAGR), from $53.8M to $18.1M.
What does unfunded equity investment commitments mean?
This represents the total contractual obligation to provide capital to equity investments that has not yet been called by the investee. It serves as a measure of potential future liquidity requirements and off-balance sheet capital exposure.