HFWA (Heritage Financial) Total Equity: $1,115.7 Mil (As of Mar. 2026)


HFWA Heritage Financial Corp HFWA
63 GF Score
Price $29.54
GF Value $27.21
Valuation Fairly Valued
! 4 Warning Signs
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What is Heritage Financial Total Equity?

Heritage Financial HFWA +0.82% 63 Total Equity is $1,115.7 Mil as of Mar. 2026. GuruFocus rates HFWA with a GF Score™ of 63/100 and a GF Value™ of $27.21 (Fairly Valued). The stock has 4 warning signs investors should review.

Heritage Financial's total equity for the quarter that ended in Mar. 2026 was $1,115.7 Mil.

This is Residual interest, including minority interest, that remains in the assets of the enterprise after deducting its liabilities. Equity is increased by owners’ investments and by comprehensive income, and it is reduced by distributions to the owners.


Heritage Financial Total Equity Historical Data

* Premium members only.

The historical data trend for Heritage Financial's Total Equity can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Heritage Financial Total Equity Chart

Heritage Financial Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Total Equity
Get a 7-Day Free Trial Premium Member Only Premium Member Only 854.43 797.89 853.26 863.53 921.50

Heritage Financial Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Total Equity Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 881.52 888.21 904.06 921.50 1,115.69
HFWA
63GF Score
Heritage Financial Corp HFWA
Total Equity is just one metric. See GF Score™, valuation, warning signs, and more.
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Heritage Financial Total Equity Calculation

Total Equity and Total Liabilities are the two components for Total Assets.

Heritage Financial's Total Equity for the fiscal year that ended in Dec. 2025 is calculated as

Total Equity=Total Assets(Q: Dec. 2025 )-Total Liabilities(Q: Dec. 2025 )
=6967.35-6045.846
=921.5

Heritage Financial's Total Equity for the quarter that ended in Mar. 2026 is calculated as

Total Equity=Total Assets(Q: Mar. 2026 )-Total Liabilities(Q: Mar. 2026 )
=8498.404-7382.713
=1,115.7

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Frequently Asked Questions Learn more about Total Equity →
What does a Total Equity of $1,115.7 Mil mean?
Heritage Financial (HFWA) has a Total Equity of $1,115.7 Mil as of Mar. 2026. The total amount of equity as record on a company's balance sheet. View historical data for Heritage Financial and its competitors.
Is Heritage Financial's Total Equity too high?
Heritage Financial's current Total Equity is $1,115.7 Mil. Overall, Heritage Financial has a GF Score™ of 63/100 and is considered Fairly Valued, reflecting its overall financial health beyond just this single metric.
How does Heritage Financial's Total Equity compare to OSBC and UVSP?
Heritage Financial's Total Equity of $1,115.7 Mil can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Total Equity for a Banks company?
A good Total Equity depends on the Banks industry context. However, Total Equity should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Total Equity mean?
A high Total Equity can signal that a stock is expensive relative to its fundamentals. The total amount of equity as record on a company's balance sheet. View historical data for Heritage Financial and its competitors. Heritage Financial's current Total Equity is $1,115.7 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Heritage Financial stock overvalued right now?
Based on GuruFocus' analysis, Heritage Financial (HFWA) is currently considered Fairly Valued. The stock's GF Value™ is $27.21, compared to a current price of $29.54 — trading 8.6% above its estimated fair value. The current Total Equity is $1,115.7 Mil. Heritage Financial's overall GF Score™ is 63/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Total Equity calculated?
Total Equity is calculated from a company's financial statements. For Heritage Financial (HFWA), the current Total Equity is $1,115.7 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Heritage Financial (HFWA) Overvalued in 2026?

Based on GuruFocus' analysis, Heritage Financial stock appears to be overvalued. The current stock price of $29.54 is trading 8.6% above its estimated GF Value™ of $27.21. GuruFocus considers Heritage Financial to be Fairly Valued.

Key valuation signals for HFWA:

  • Total Equity: $1,115.7 Mil
  • GF Value™: $27.21 vs. price of $29.54 (8.6% above fair value)
  • GF Score™: 63/100 with 4 warning signs

No single metric tells the full story. See the HFWA stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


Heritage Financial Business Description

Address 201 Fifth Avenue SW, Olympia, WA, USA, 98501
Heritage Financial Corp is a bank holding company. The company, through its subsidiary, provides commercial lending and deposit relationships with small businesses and their owners in its market areas and attracts deposits from the general public. It accepts various deposit products, such as non-interest demand accounts, money market accounts, savings accounts, and certificates of deposit. Besides, the Bank also makes real estate construction loans, land development loans, and consumer loans, and originates first mortgage loans on residential properties mainly located in its market area. Geographically, all the business activity functions through the region of the United States.
63GF Score

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Total Equity is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$29.54
Price
$27.21
GF Value