B
Heritage Bank, Inc.
Rating Date
October 2025
Risk Based
Capital Ratio
Leverage
Ratio
Return On
Assets
Total
Assets
Capital
Total
Deposits
Net
Income
Weiss Ratings Heritage Bank, Inc.
Burlington, KY
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Rating B
Asset Quality Index 7.80
Capitalization Index 6.70
Liquidity Index 3.40
Profitability Index 4.50
Stability Index 5.30
Company Info Heritage Bank, Inc.
Burlington, KY
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FDIC Number 33119
Phone Number (859) 586-9200
Website www.ourheritage.bank
Asset Quality Heritage Bank, Inc.
Burlington, KY
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1-Year Asset Growth 7.93%
5-Year Asset Growth 18.57%
5-Year Charge-Offs to Average Loans 0.01%
Charge-Offs to Average Loans 0.00%
Non-Performing Assets to Assets 0.42%
Non-Performing Loans to Capital 2.02%
Non-Performing Loans to Loans 0.63%
Balance Sheet Heritage Bank, Inc.
Burlington, KY
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Total Assets 1.89B
Total Deposits 1.72B
Capital and Reserves Heritage Bank, Inc.
Burlington, KY
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Capital 125.07M
Leverage Ratio 8.74
Loan Loss Reserves to Loans 1.12%
Risk-Based Capital Ratio 11.76
Liquidity Heritage Bank, Inc.
Burlington, KY
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Hot Money Ratio 11.52%
Liquidity Ratio 17.98%
Profitability Heritage Bank, Inc.
Burlington, KY
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5-Year Return on Average Assets 1.04%
Net Income 13.87M
Net Interest Spread 3.42%
Operating Profit to Average Assets 1.24%
Overhead Efficiency Ratio 65.46%
Return on Assets 0.99%
Return on Equity 16.47%