Uwharrie Capital (UWHR) Equity Average (2011 - 2026)

Uwharrie Capital (UWHR) has 15 years of Equity Average data on file, last reported at $70.8 million in Q1 2026.

• Quarterly Equity Average rose 17.94% year-over-year to $70.8 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $70.8 million (up 17.94% YoY) and the FY2025 annual result came in at $61.3 million, up 109.59% from the prior year.
• Equity Average climbed to $70.8 million in Q1 2026 per UWHR's latest filing, from $32.9 million in the prior quarter.
• Across five years, Equity Average topped out at $70.8 million in Q1 2026 and bottomed at $18.9 million in Q4 2023.
• The 5-year median for Equity Average is $41.7 million (2023), against an average of $44.8 million.
• The widest annual swing landed in 2023, when Equity Average plunged 45.81%; it then soared 213.66% in 2024.
• Tracing UWHR's Equity Average over 5 years: stood at $34.9 million in 2022, then tumbled by 45.81% to $18.9 million in 2023, then soared by 213.66% to $59.4 million in 2024, then sank by 44.62% to $32.9 million in 2025, then surged by 115.15% to $70.8 million in 2026.
• Per Business Quant, the three latest UWHR Equity Average figures stand at $70.8 million (Q1 2026), $32.9 million (Q4 2025), and $33.1 million (Q3 2025).