Uwharrie Capital (UWHR) Invested Capital (2010 - 2026)

Uwharrie Capital (UWHR) has 17 years of Invested Capital data on file, last reported at $105.7 million in Q1 2026.

• Quarterly Invested Capital rose 15.52% year-over-year to $105.7 million in Q1 2026, while the trailing twelve-month figure through Mar 2026 was $105.7 million (up 15.52% YoY) and the FY2025 annual result came in at $94.0 million, up 8.19% from the prior year.
• Invested Capital climbed to $105.7 million in Q1 2026 per UWHR's latest filing, from $94.0 million in the prior quarter.
• Across five years, Invested Capital topped out at $105.7 million in Q1 2026 and bottomed at $29.9 million in Q4 2023.
• The 5-year median for Invested Capital is $76.7 million (2022), against an average of $74.5 million.
• The widest annual swing landed in 2024, when Invested Capital jumped 190.34%; it then slumped 66.64% in 2025.
• Tracing UWHR's Invested Capital over 5 years: stood at $67.0 million in 2022, then slumped by 55.36% to $29.9 million in 2023, then jumped by 190.34% to $86.8 million in 2024, then rose by 8.19% to $94.0 million in 2025, then grew by 12.54% to $105.7 million in 2026.
• Per Business Quant, the three latest UWHR Invested Capital figures stand at $105.7 million (Q1 2026), $94.0 million (Q4 2025), and $30.1 million (Q3 2025).