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5.57%Return on Equity
VS
Market
Sector
Industry
History
$ 23.88Close
$ 20.94 - $ 27.28 52-Week Range
Ticker Information
Ticker
HFWACompany Name
HERITAGE FINANCIAL CORPSector
Financial ServicesIndustry
Banks - RegionalExchange
NASDAQHERITAGE FINANCIAL CORP - Return on Equity Chart Analysis (TTM)
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HFWA - ROE Historical data
| Date | Shareholders Equity | Net Income Common Stock | Return on Equity |
|---|---|---|---|
| 6/30/2025 | $ 888.21M | $ 49.48M | 5.57% |
| 3/31/2025 | $ 881.51M | $ 51.42M | 5.83% |
| 12/31/2024 | $ 863.53M | $ 43.26M | 5.01% |
| 9/30/2024 | $ 874.51M | $ 37.56M | 4.3% |
| 6/30/2024 | $ 850.51M | $ 44.36M | 5.22% |
| 3/31/2024 | $ 847.58M | $ 47.05M | 5.55% |
| 12/31/2023 | $ 853.26M | $ 61.76M | 7.24% |
| 9/30/2023 | $ 813.55M | $ 78.07M | 9.6% |
| 6/30/2023 | $ 819.73M | $ 80.84M | 9.86% |
| 3/31/2023 | $ 826.08M | $ 82.58M | 10% |
Key Performance Insights, Last 5 Years
- HERITAGE FINANCIAL CORP's latest trailing twelve months (TTM) ROE stands at 4.96%.
- Over the past 5 years, HERITAGE FINANCIAL CORP's average ROE has been 8.12%.
- The median ROE for HERITAGE FINANCIAL CORP during this period was 8.42%
- HERITAGE FINANCIAL CORP reached its highest ROE over the past 5 years at 12.08%.
- The lowest ROE recorded by HERITAGE FINANCIAL CORP in the same timeframe 4.3%
HERITAGE FINANCIAL CORP's ROE vs. competitors
We picked the following companies as peers based on multiple factors, including sector, industry, market capitalization and revenue
ROE Benchmarks
Similar metrics to ROE:
- Net Income Common Stock - [Income Statement] The company's Net Income (loss) [NetInc] less the sum paid on dividends of preferred shares [PrefDivIS].
- Return on Assets - [Calculation] Return on Assets (ROA) measures net income [NetIncCmn] as percentage of total [Assets]. A high ROA shows an effective allocation of capital by the company.
- Shareholders Equity - [Balance Sheet] A principal component of the balance sheet; in addition to [Liabilities] and [Assets]; that represents the total of all stockholders' equity (deficit) after all liabilities have been deducted.
- Net Margin - [Calculation] A company’s Net Income [NetIncCmn] as a percentage of [Revenue]. Measures how much earnings a company produces for each dollar of revenue generated.
- Return on Invested Capital - [Calculation] Return on Invested Capital (ROIC) measures how well a company allocates its invested capital to profitable projects and/or investments. It is calculated as net income [NetIncCmn] divided by invested capital [InvCapital].
Definition of Return on Equity
[Calculation] Return on Equity (ROE) measures net income [NetIncCmn] as percentage of [Equity]. A high ROE shows an effective use of investor capital, but it doesn't consider any risks related to financial leverage [Debt].Net Inc. Cmn. / Equity
(=) ROE ROE for HERITAGE FINANCIAL CORP is calculated as follows: Net Inc. Cmn. [ $ 39.81M ] / Equity [ $ 803.13M ]
(=) ROE [ 4.96% ] HFWA - Return on Equity, Last 5 years
4.3%
Minimum
Sep 30, 2024
12.08%
Maximum
Sep 30, 2021
8.12%
Average
8.42%
Median
ROE Benchmark AnalysisMarket
The chart above depicts the distribution of ROE for companies in the Total Stock Market. The average ROE of the companies is 1.61% with a standard deviation of 22.53%.
The following table provides additional summary stats:
ROE in the Market:
| filtered constituents | 3.13K |
|---|---|
| min | -66.24% |
| max | 73.25% |
| average | 1.61% |
| median | 6.52% |
| std | 22.53% |