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Heritage Commerce Corp Reports Strong Financial Growth

Heritage Commerce Corp (NASDAQ: HTBK) has reported its financial results for the fourth quarter and full year ended December 31, 2025. The company's net income for the fourth quarter was $15.1 million, with diluted earnings per share (EPS) at $0.25. However, the adjusted net income for the same period was $17.2 million, and the adjusted EPS was $0.28, both marking a significant increase over the previous period.

In terms of return on average assets (ROAA), Heritage Commerce Corp reported a 1.04% ROAA for the fourth quarter, which increased to 1.18% when adjusted. Similarly, the return on average tangible common equity (ROATCE) was reported at 11.29% and adjusted to 12.83% for the same period.

For the full year 2025, the company's reported net income was $47.8 million, with reported EPS at $0.78. However, the adjusted net income for the full year stood at $56.4 million, with adjusted EPS at $0.91, reflecting a substantial increase over the previous period.

The company's total revenue for the full year 2025 was $197.5 million, marking a 15% increase over the previous year. The fully tax equivalent (FTE) net interest margin showed a significant increase, rising by 31 basis points from 3.25% to 3.56%.

Furthermore, Heritage Commerce Corp reported growth in its loans held-for-investment (HFI) and total deposits. The HFI loans increased by $161.1 million, or 5%, while total deposits grew by $83.1 million, or 2%, compared to the previous period.

The company also demonstrated improvements in asset quality, with nonperforming assets (NPAs) to total assets decreasing to 0.05% from 0.14% in the previous year.

In terms of efficiency, the adjusted efficiency ratio for the full year 2025 decreased by 10% from the previous period, while the adjusted ROAA and ROATCE increased by 33% and 34%, respectively.

Following these announcements, the company's shares moved 0.23%, and are now trading at a price of $12.85. If you want to know more, read the company's complete 8-K report here.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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