Company / Return on Assets (ROA)
Heritage Financial Corporation Return on Assets (ROA) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Assets (ROA)
1.0%
FY2025
5-year range
0.6% / 1.3%
FY2021-FY2025
Trend
+59.0%
vs FY2024
Sector context
#268 of 400
Financials
What the data says
At 1.0%, Heritage Financial Corporation's return on assets (roa) ranks #268 of 400 in the Financials sector. Return on Assets (ROA) returned to growth in FY2025 after 3 years of decline, reaching 1.0%.
Based on SEC 10-K filings.
1.0% in FY2025 with a 5-year CAGR of +0.3%.
Improved from 0.9% to 1.0% over the past 2 years.
Financials sector context is included.
Return on Assets (ROA) over time
Growth rates
- 3-Year Change
- -0.2pp
- 5-Year Change
- +0.3pp
- 10-Year Change
- -
Sector benchmark
#268 of 400 in FinancialsTop 67% of 400This company 1.0% Sector average 2.1%
▼
-53.9% below sector average
Key checks
Key Insights
- In FY2025, return on assets (roa) increased 59.0% year-over-year.
- Currently 1.1pp below the Financials sector average.
- Peak return on assets (roa) was recorded in FY2021.
- Lowest return on assets (roa) in the period was in FY2024.
Annual data
| Year | Return on Assets (ROA)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 1.0% | +59.0% |
| FY2024 | 0.6% | -29.1% |
| FY2023 | 0.9% | -26.5% |
| FY2022 | 1.2% | -11.4% |
| FY2021 | 1.3% | +88.6% |
| FY2020 | 0.7% | -42.6% |
| FY2019 | 1.2% | +22.0% |
| FY2018 | 1.0% | -2.0% |
| FY2017 | 1.0% | +2.0% |
| FY2016 | 1.0% | -2.9% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026