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
Download Data
Historic Data
| Date | Value |
|---|---|
| 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 |