Heritage Financial Corporation Long-term Investment Intensity

Latest as of June 2026: 19.4%

Heritage Financial Corporation long-term investment intensity. Heritage Financial Corporation (HFWA) has a Long-term Investment Intensity of 19.4% as of June 2026. Long-term investments of $1.63 Billion represent 19.4% of total assets of $8.43 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. Read HFWA total debt and obligations for a breakdown of total debt and financial obligations.

LT Investment Intensity

19.4%
LT Investments / Total Assets

Long-term Investments

$1.63 Billion
USD

Total Assets

$8.43 Billion
USD

Country

USA
NASDAQ

Long-term Investment Intensity of Heritage Financial Corporation (2011–2025)

Long-term investment intensity of Heritage Financial Corporation from 2011 to 2025. This chart shows how Heritage Financial Corporation's Long-term Investment Intensity has evolved across 15 annual periods from 2011 to 2025. As of June 2026, the intensity stands at 19.4%, reflecting long-term investments of $1.63 Billion against total assets of $8.43 Billion USD.

Heritage Financial Corporation Long-term Investment Intensity by Year (2011–2025)

Heritage Financial Corporation long-term investment intensity by year from 2011 to 2025. The table below presents the year-by-year Long-term Investment Intensity for Heritage Financial Corporation from 2011 to 2025, covering 15 annual filings. Each row shows total assets, long-term investments, the intensity percentage, and the change in percentage points compared to the prior year. For the complete balance sheet picture, see balance sheet size of Heritage Financial Corporation.

Year LT Investment Intensity LT Investments (USD) Total Assets Change (pp)
2025 18.4% $1.28 Billion $6.97 Billion ▼ -2.3 pp
2024 20.7% $1.47 Billion $7.11 Billion ▼ -5.5 pp
2023 26.1% $1.87 Billion $7.17 Billion ▼ -3.9 pp
2022 30.1% $2.10 Billion $6.98 Billion ▲ +12.9 pp
2021 17.2% $1.28 Billion $7.43 Billion ▼ -49.4 pp
2020 66.6% $4.40 Billion $6.62 Billion ▼ -0.8 pp
2019 67.3% $3.74 Billion $5.55 Billion ▼ -0.8 pp
2018 68.1% $3.62 Billion $5.32 Billion ▼ -0.4 pp
2017 68.5% $2.82 Billion $4.11 Billion ▲ +1.0 pp
2016 67.6% $2.62 Billion $3.88 Billion ▲ +2.2 pp
2015 65.4% $2.39 Billion $3.65 Billion ▲ +3.1 pp
2014 62.3% $2.15 Billion $3.46 Billion ▲ +1.0 pp
2013 61.3% $1.02 Billion $1.66 Billion ▼ -14.2 pp
2012 75.5% $1.02 Billion $1.35 Billion ▲ +0.8 pp
2011 74.7% $1.02 Billion $1.37 Billion —
pp = percentage points