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

Uwharrie Capital's (UWHR) quarterly Invested Capital came in at $166000.0 in Q1 2026, down 88.68% year-on-year from $1.5 million in Q1 2025, and down 99.43% on a QoQ basis from $29.2 million in Q4 2025.

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

Uwharrie Capital (UWHR) has 17 years of Invested Capital data on file, last reported at $166000.0 in Q1 2026.

  • On a quarterly basis, Invested Capital fell 88.68% year-over-year to $166000.0 in Q1 2026; TTM through Mar 2026 was $30.5 million, a 21.03% decrease from a year earlier, with the FY2025 full-year figure at $29.2 million, down 0.65% from the prior year.
  • Invested Capital for Q1 2026 stood at $166000.0, down from $29.2 million in the prior quarter.
  • Over the last five years, Invested Capital for UWHR reached as high as $30.0 million in Q4 2022 and fell as low as $43000.0 in Q3 2025.
  • Historically, Invested Capital has averaged $8.2 million across 5 years, with a median of $1.3 million in 2022.
  • Across the five-year window, Invested Capital surged 586.7% in 2024 and sank 96.97% in 2025, its largest moves.
  • Year by year, Invested Capital stood at $30.0 million in 2022, then slipped by 1.93% to $29.4 million in 2023, then slipped by 0.07% to $29.4 million in 2024, then decreased by 0.65% to $29.2 million in 2025, then slumped by 99.43% to $166000.0 in 2026.
  • Per Business Quant data, the three most recent Invested Capital figures were $166000.0 in Q1 2026, $29.2 million in Q4 2025, and $43000.0 in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Invested Cap. (Qtr)
1 Bank Of Chile 4,165.94 Bn 4,165.94 Bn 167,623.00 -
2 Lloyds Banking 365.33 Bn 365.33 Bn - 42.37 Bn
3 First Capital 202.53 Bn 202.19 Bn - -
4 Landmark Bancorp 187.97 Bn 187.94 Bn - -
5 NatWest 146.99 Bn 146.99 Bn 1.79 Bn 94.66 Bn
6 Pnc Financial Services 102.04 Bn 102.04 Bn - -
7 Grupo Aval Acciones Y Valores 79.40 Bn -1,271.88 Bn - 1,078.32 Bn
8 Nu Holdings 69.43 Bn 54.27 Bn 1.94 Bn 120.84 Mn
9 Deutsche Bank Aktiengesellschaft 68.82 Bn 68.82 Bn - 2.34 Mn
10 Uwharrie Capital 94.26 Mn -22.26 Mn - 166,000.00

Historic Data

Download Data
DateValue
Mar 31, 2026 166,000.00
Dec 31, 2025 29.20 Mn
Sep 30, 2025 43,000.00
Jun 30, 2025 1.13 Mn
Mar 31, 2025 1.47 Mn
Dec 31, 2024 29.39 Mn
Sep 30, 2024 1.42 Mn
Jun 30, 2024 6.40 Mn
Mar 31, 2024 5.00 Mn
Dec 31, 2023 29.41 Mn
Sep 30, 2023 931,000.00
Jun 30, 2023 932,000.00
Mar 31, 2023 982,000.00
Dec 31, 2022 29.99 Mn
Sep 30, 2022 1.10 Mn
Jun 30, 2022 1.13 Mn
Mar 31, 2022 1.34 Mn
Dec 31, 2021 29.99 Mn
Sep 30, 2021 29.99 Mn
Jun 30, 2021 1.27 Mn