Uwharrie Capital UWHR
OTC UWHR
$14.79 +0.29 (+2.00%)
At close: Sep 17, 2026 · 4:00 PM EDT

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

Uwharrie Capital's (UWHR) quarterly Invested Capital came in at $111.6 million in Q2 2026, up 15.21% year-over-year from $96.9 million in Q2 2025, and up 5.23% quarter-over-quarter from $106.1 million in Q1 2026.

Analysis

Uwharrie Capital (UWHR) Invested Capital (2010 - 2026) Analysis & Trends

Uwharrie Capital (UWHR) has reported Invested Capital for 17 consecutive years, with $111.6 million the latest figure, recorded in Q2 2026.

  • On a quarterly basis, Invested Capital rose 15.21% year-over-year to $111.6 million in Q2 2026; TTM through Jun 2026 was $111.6 million, a 15.21% increase from a year earlier, with the FY2025 full-year figure at $104.7 million, up 16.71% from the prior year.
  • Invested Capital was $111.6 million for Q2 2026 at Uwharrie Capital, up from $106.1 million in the prior quarter.
  • Over five years, Invested Capital peaked at $111.6 million in Q2 2026 and troughed at $64.3 million in Q3 2022.
  • A 5-year average of $86.8 million and a median of $90.9 million in 2024 frame the typical range for Invested Capital.
  • Across the five-year window, Invested Capital tumbled 31.56% in 2022 and soared 36.88% in 2024, its largest moves.
  • Over 5 years, Invested Capital stood at $69.1 million in 2022, then advanced by 17.67% to $81.3 million in 2023, then increased by 10.29% to $89.7 million in 2024, then grew by 16.71% to $104.7 million in 2025, then gained by 6.64% to $111.6 million in 2026.
  • The last three Invested Capital figures came in at $111.6 million (Q2 2026), $106.1 million (Q1 2026), and $104.7 million (Q4 2025), per Business Quant data.
Peer Set

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Banco Santander Chile 424.88 Bn 544.83 Bn - 6,388.61 Bn
2 Truist Financial 59.29 Bn 59.29 Bn - 160.84 Bn
3 Fifth Third Bancorp 47.98 Bn 24.26 Bn - 61.38 Bn
4 M&T Bank 32.82 Bn 32.82 Bn - 50.74 Bn
5 Huntington Bancshares 32.08 Bn 27.60 Bn - 57.63 Bn
6 Citizens Financial 28.34 Bn 28.34 Bn - 43.69 Bn
7 Regions Financial 24.27 Bn 24.34 Bn - 29.54 Bn
8 Keycorp 22.19 Bn -25.51 Bn - 34.45 Bn
9 First Citizens Bancshares 21.93 Bn 21.41 Bn 29.00 Mn 54.24 Bn
10 Uwharrie Capital 105.11 Mn 21.82 Mn - 111.61 Mn
Historic Data

Historic Data

Download Data
DateValue
Jun 30, 2026 111.61 Mn
Mar 31, 2026 106.06 Mn
Dec 31, 2025 104.66 Mn
Sep 30, 2025 100.27 Mn
Jun 30, 2025 96.87 Mn
Mar 31, 2025 94.46 Mn
Dec 31, 2024 89.67 Mn
Sep 30, 2024 93.10 Mn
Jun 30, 2024 94.06 Mn
Mar 31, 2024 92.11 Mn
Dec 31, 2023 81.30 Mn
Sep 30, 2023 68.02 Mn
Jun 30, 2023 72.49 Mn
Mar 31, 2023 73.18 Mn
Dec 31, 2022 69.09 Mn
Sep 30, 2022 64.29 Mn
Jun 30, 2022 71.02 Mn
Mar 31, 2022 79.40 Mn
Dec 31, 2021 92.48 Mn
Sep 30, 2021 93.93 Mn