Company / Return on Equity (ROE)
Heritage Financial Corporation Return on Equity (ROE) History
FY2016-FY2025 · Annual data · Source: SEC filings
At a glance
Latest annual filing availableLatest Return on Equity (ROE)
7.3%
FY2025
5-year range
5.0% / 11.5%
FY2021-FY2025
Trend
+46.3%
vs FY2024
Sector context
#280 of 388
Financials
What the data says
At 7.3%, Heritage Financial Corporation's return on equity (roe) ranks #280 of 388 in the Financials sector. Return on Equity (ROE) returned to growth in FY2025 after 3 years of decline, reaching 7.3%.
Based on SEC 10-K filings.
7.3% in FY2025 with a 5-year CAGR of +1.7%.
Remained stable around 7.3% over the past 2 years.
Financials sector context is included.
Return on Equity (ROE) over time
Growth rates
- 3-Year Change
- -2.9pp
- 5-Year Change
- +1.7pp
- 10-Year Change
- -
Sector benchmark
#280 of 388 in FinancialsTop 72% of 388This company 7.3% Sector average 16.4%
▼
-55.2% below sector average
Key checks
Key Insights
- In FY2025, return on equity (roe) increased 46.3% year-over-year.
- Currently 9.0pp below the Financials sector average.
- Peak return on equity (roe) was recorded in FY2021.
- Lowest return on equity (roe) in the period was in FY2024.
Annual data
| Year | Return on Equity (ROE)Value | YoY GrowthYoY |
|---|---|---|
| FY2025 | 7.3% | +46.3% |
| FY2024 | 5.0% | -30.8% |
| FY2023 | 7.2% | -29.4% |
| FY2022 | 10.3% | -10.5% |
| FY2021 | 11.5% | +101.9% |
| FY2020 | 5.7% | -32.0% |
| FY2019 | 8.3% | +19.8% |
| FY2018 | 7.0% | -15.2% |
| FY2017 | 8.2% | +1.7% |
| FY2016 | 8.1% | +1.3% |
As of FY2025 · SEC 10-K · Updated Feb 28, 2026