Company / Shareholders' Equity
Heritage Financial Corporation Shareholders' Equity History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Shareholders' Equity
$921.5M
FY2025
5-year range
$797.9M / $921.5M
FY2021-FY2025
Trend
+6.7%
vs FY2024
Sector context
#298 of 402
Financials
What the data says
At $922M, Heritage Financial Corporation's shareholders' equity ranks #298 of 402 in the Financials sector. Shareholders' Equity has increased for 3 consecutive years, from $798M in FY2022 to $922M in FY2025.
Based on SEC 10-K filings.
$922M in FY2025 with a 5-year CAGR of +2.4%.
Improved from $853M to $922M over the past 2 years.
Financials sector context is included.
Shareholders' Equity over time
Growth rates
- 3-Year CAGR
- +4.9%
- 5-Year CAGR
- +2.4%
- 10-Year CAGR
- -
Sector benchmark
#298 of 402 in FinancialsTop 74% of 402This company $921.5M Sector average $11.2B
▼
-91.7% below sector average
Key checks
Key Insights
- Heritage Financial Corporation's shareholders' equity has grown for 3 consecutive years.
- 5-year CAGR of +2.4%, indicating consistent growth.
- In FY2025, shareholders' equity increased 6.7% year-over-year.
- Ranks #298 out of 402 companies in the Financials sector.
Annual data
| Year | Shareholders' EquityValue | YoY GrowthYoY |
|---|---|---|
| FY2025 | $921.5M | +6.7% |
| FY2024 | $863.5M | +1.2% |
| FY2023 | $853.3M | +6.9% |
| FY2022 | $797.9M | -6.6% |
| FY2021 | $854.4M | +4.1% |
| FY2020 | $820.4M | +1.4% |
| FY2019 | $809.3M | +6.4% |
| FY2018 | $760.7M | +49.7% |
| FY2017 | $508.3M | +5.5% |
| FY2016 | $481.8M | +2.5% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026