Heritage Financial Corporation (HFWA) — Long-term Investment Intensity

Latest as of December 2025: 18.4%

Heritage Financial Corporation (HFWA) has a Long-term Investment Intensity of 18.4% as of December 2025. Long-term investments of $1.28 Billion represent 18.4% of total assets of $6.97 Billion. A higher ratio indicates a company with significant capital committed to long-duration strategic positions. See Heritage Financial Corporation net assets for net asset value and shareholders' equity analysis.

LT Investment Intensity

18.4%
LT Investments / Total Assets

Long-term Investments

$1.28 Billion
USD

Total Assets

$6.97 Billion
USD

Country

USA
NASDAQ

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

This chart shows how Heritage Financial Corporation's Long-term Investment Intensity has evolved across 15 annual periods from 2011 to 2025. As of December 2025, the intensity stands at 18.4%, reflecting long-term investments of $1.28 Billion against total assets of $6.97 Billion USD. Also explore HFWA asset base for the complete picture of this company's asset base.

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

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 market capitalisation and broader financial context, see how much is Heritage Financial Corporation worth.

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