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FIXnotes

HERITAGE FINANCIAL

CU

Middletown, NY

Total Assets
$802M
Total Loans
$652M
HERITAGE FINANCIAL in NY reported a Texas ratio of 9.3% in Q1 2026, unchanged from the prior quarter. Nonperforming assets stood at 1.17%, remaining flat on a sequential basis.

Portfolio composition

CategoryBalance% of totalNPL %Charge-off %
1-4 family — 1st lien$279M42.8%
1-4 family — junior lien$100M15.3%
Multifamily$10M1.5%
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FOUNDATION Consumer Other Unsecured Unlock to view
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20-quarter trend panels

See how Texas Ratio, NPL %, and charge-offs evolved across the last 5 years.

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Peer cohort comparison

Benchmark against banks in the same size and geography cohort.

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Full portfolio composition

Every loan category, NPL ratio, and charge-off rate — beyond the top 3.

New York mortgage-note market & lender distress →