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

Latest as of June 2026: 19.4%

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. Check how resilient are Heritage Financial Corporation's assets to evaluate the company's liquid asset resilience ratio.

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

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 June 2026, the intensity stands at 19.4%, reflecting long-term investments of $1.63 Billion against total assets of $8.43 Billion USD. For the complete balance sheet picture, see Heritage Financial Corporation assets under control.

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. Read total liabilities of Heritage Financial Corporation for a breakdown of total debt and financial obligations.

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