Heritage Bank
HFWA Olympia, WA FDIC 29012 $5B-$10B
Quarter Ended
Q1'26
Data as of March 31, 2026
Quarterly Snapshot
Metric Q1'26 YoY Δ Q1'25
Profitability
Return on Assets (%) 1.15% +0.27 0.89%
Return on Equity (%) 8.66% +1.56 7.10%
Net Interest Margin (%) 4.07% +0.62 3.45%
Efficiency Ratio (%) 64.85% +1.38 63.47%
Pre-Provision Profit ($M) $26 +3.15 $22
Cost of Funds (%) 0.99% -0.31 1.30%
Balance Sheet
Total Assets ($M) $8,493 +1367.31 $7,125
Gross Loans ($M) $5,722 +957.39 $4,765
Loan Growth YoY (%) 78.00% -2.57 80.57%
Total Deposits ($M) $7,259 +1409.49 $5,849
Shareholders Equity ($M) $1,123 +226.96 $896
Tang. Book Value ($M) $793 +141.50 $652
TBV excl. AOCI ($M)** $877 +154.27 $723
Loan / Deposit Ratio (%) 78.00% -2.57 80.57%
Credit Quality
NPA / Total Assets (%) 0.19% +0.12 0.06%
Allowance / Loans (%) 1.06% -0.04% 1.09%
Net Charge-Off Ratio (%) 0.26% +0.17 0.09%
Capital
Tier 1 Capital Ratio (%) 12.32% -0.16 12.48%
** TBV excl. AOCI adds back unrealised losses on AFS securities to show capital excluding mark-to-market interest rate impact.
8-Quarter Trend
Metric Q2'24 Q3'24 Q4'24 Q1'25 Q2'25 Q3'25 Q4'25 Q1'26
▁▁▁▂▂▃▄█ Net Interest Margin (%) 3.31% 3.34% 3.37% 3.45% 3.50% 3.57% 3.63% 4.07%
▁▁▁▄▃▅▇█ Return on Assets (%) 0.66% 0.68% 0.71% 0.89% 0.84% 0.96% 1.07% 1.15%
▇▄▃▆▄▂▁█ Efficiency Ratio (%) 64.0% 62.6% 62.2% 63.5% 62.3% 61.2% 60.7% 64.8%
██▇▆▆▅▃▁ Cost of Funds (%) 1.41% 1.47% 1.39% 1.30% 1.30% 1.24% 1.15% 0.99%
▂▃▁▁▇██▅ NPA / Assets (%) 0.12% 0.15% 0.07% 0.06% 0.26% 0.30% 0.30% 0.19%
▂▄▁▁▇██▄ Net Charge-Off Ratio (%) 0.18% 0.23% 0.11% 0.09% 0.39% 0.44% 0.44% 0.26%
▁▂▁▂▂▃▄█ Tang. Book Value ($M) $620 $646 $634 $652 $660 $673 $690 $793
▁▁▂▂▂▂▂█ Gross Loans ($M) $4,533 $4,679 $4,802 $4,765 $4,775 $4,769 $4,783 $5,722
▁▁▁▂▂▂▂█ Total Deposits ($M) $5,519 $5,710 $5,689 $5,849 $5,787 $5,863 $5,927 $7,259
Portfolio Composition — Q1'26
Loan Mix%
Real Estate80%
C&I / Commercial13%
Other6%
Deposit Mix%
Nonint.-Bearing Demand29%
Interest-Bearing (core)64%
Brokered / Other8%
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