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2026Q2
HERITAGE FINANCIAL CORPORATION
Latest filing Jun 30, 2026 · RSSD 2166124
Total assets
$8.43B
55th percentile
Annualized ROA
0.83%
19th percentile
Annualized ROE
6.31%
13th percentile
Asset growth YoY
19.23%
Asset rank #172 / 384
Total assets
$8.43B
2026Q2
2018Q12026Q2
Annualized ROA
0.83%
2026Q2
2018Q22026Q2
Quarterly performance
| Quarter | Assets | Quarterly Net Income | ROA | ROE | Growth YoY |
|---|---|---|---|---|---|
| 2026Q2 | $8.43B | $17.5M | 0.83% | 6.31% | 19.23% |
| 2026Q1 | $8.50B | $18.9M | 0.98% | 7.44% | 19.19% |
| 2025Q4 | $6.97B | $22.2M | 1.27% | 9.74% | -1.96% |
| 2025Q3 | $7.01B | $19.2M | 1.09% | 8.56% | -1.98% |
| 2025Q2 | $7.07B | $12.2M | 0.69% | 5.52% | 0.15% |
| 2025Q1 | $7.13B | $13.9M | 0.78% | 6.38% | 0.54% |
| 2024Q4 | $7.11B | $11.9M | 0.67% | 5.49% | -0.96% |
| 2024Q3 | $7.15B | $11.4M | 0.64% | 5.30% | 0.04% |
| 2024Q2 | $7.06B | $14.2M | 0.80% | 6.67% | -0.78% |
| 2024Q1 | $7.09B | $5.7M | 0.32% | 2.70% | -2.01% |
| 2023Q4 | $7.17B | $6.2M | 0.35% | 2.99% | 2.79% |
| 2023Q3 | $7.15B | $18.2M | 1.02% | 8.92% | -0.69% |
| 2023Q2 | $7.12B | $16.8M | 0.94% | 8.19% | -2.75% |
| 2023Q1 | $7.24B | $20.5M | 1.15% | 10.08% | -3.30% |
| 2022Q4 | $6.98B | $22.5M | 1.27% | 11.45% | -6.09% |
| 2022Q3 | $7.20B | $21.0M | 1.16% | 10.61% | -0.81% |
| 2022Q2 | $7.32B | $18.6M | 1.00% | 9.14% | 2.97% |
| 2022Q1 | $7.48B | $19.8M | 1.06% | 9.43% | 6.48% |
| 2021Q4 | $7.43B | $19.4M | 1.06% | 9.11% | 12.35% |
| 2021Q3 | $7.26B | $20.6M | 1.15% | 9.67% | 8.57% |
| 2021Q2 | $7.11B | $32.7M | 1.85% | 15.54% | 8.21% |
| 2021Q1 | $7.03B | $25.3M | 1.49% | 12.31% | 25.79% |
| 2020Q4 | $6.62B | $23.9M | 1.44% | 11.77% | 19.13% |
| 2020Q3 | $6.69B | $16.6M | 1.00% | 8.33% | 21.23% |
| 2020Q2 | $6.57B | $-6.1M | -0.40% | -3.08% | 22.13% |
| 2020Q1 | $5.59B | $12.2M | 0.88% | 6.07% | 4.59% |
| 2019Q4 | $5.55B | $17.1M | 1.24% | 8.49% | 4.44% |
| 2019Q3 | $5.52B | $17.9M | 1.31% | 8.94% | 4.53% |
| 2019Q2 | $5.38B | $16.0M | 1.19% | 8.12% | 12.26% |
| 2019Q1 | $5.34B | $16.6M | 1.24% | 8.60% | 14.24% |
| 2018Q4 | $5.32B | $16.6M | 1.25% | 8.82% | — |
| 2018Q3 | $5.28B | $15.5M | 1.23% | 8.95% | — |
| 2018Q2 | $4.79B | $11.9M | 1.00% | 7.44% | — |
| 2018Q1 | $4.68B | $9.1M | — | — | — |