Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026)
Uwharrie Capital (UWHR) posted quarterly Investment Gain (Loss) of $289000.0 for Q1 2026, up 95.27% quarter-over-quarter from $148000.0 in Q4 2024.
Uwharrie Capital (UWHR) Investment Gain (Loss) (2010 - 2026) Analysis & Trends
Uwharrie Capital (UWHR) has reported Investment Gain (Loss) for 15 consecutive years, with $289000.0 the latest figure, recorded in Q1 2026.
- In Q1 2026, Investment Gain (Loss) changed N/A year-over-year to $289000.0; the TTM figure through Mar 2026 stood at $437000.0 (up 195.27% YoY), while the FY2024 annual figure was -$148000.0, down 252.38% from the prior year.
- Investment Gain (Loss) climbed to $289000.0 in Q1 2026 per UWHR's latest filing, from $148000.0 in the prior quarter.
- Across five years, Investment Gain (Loss) topped out at $289000.0 in Q1 2026 and bottomed at -$148000.0 in Q1 2024.
- Historically, Investment Gain (Loss) has averaged $32500.0 across 4 years, with a median of -$1500.0 in 2023.
- Annual changes were most pronounced in 2023 — Investment Gain (Loss) jumped 43.96% — and 2024, when it slumped 190.2%.
- Uwharrie Capital's Investment Gain (Loss) stood at -$91000.0 in 2022, then jumped by 152.75% to $48000.0 in 2023, then surged by 208.33% to $148000.0 in 2024, then surged by 95.27% to $289000.0 in 2026.
- Business Quant data shows UWHR's Investment Gain (Loss) at $289000.0 in Q1 2026, $148000.0 in Q4 2024, and -$148000.0 in Q1 2024.
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Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Investment Gain (Loss) (Qtr) |
|---|---|---|---|---|---|
| 1 | Hdfc Bank | 120.66 Bn | 84.46 Bn | - | - |
| 2 | Pnc Financial Services | 97.86 Bn | 97.86 Bn | - | 577.00 Mn |
| 3 | Us Bancorp | 96.39 Bn | 96.39 Bn | - | -49.00 Mn |
| 4 | Lloyds Banking | 93.61 Bn | 93.91 Bn | - | - |
| 5 | NatWest | 74.92 Bn | -144.17 Bn | - | - |
| 6 | Deutsche Bank Aktiengesellschaft | 72.22 Bn | -81.10 Bn | - | - |
| 7 | Nu Holdings | 70.34 Bn | 56.66 Bn | 2.35 Bn | - |
| 8 | Truist Financial | 61.75 Bn | 61.75 Bn | - | -193.00 Mn |
| 9 | Fifth Third Bancorp | 49.88 Bn | 26.16 Bn | - | 20.00 Mn |
| 10 | Uwharrie Capital | 98.15 Mn | 14.86 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 289,000.00 |
| Dec 31, 2024 | 148,000.00 |
| Mar 31, 2024 | -148,000.00 |
| Jun 30, 2023 | 48,000.00 |
| Mar 31, 2023 | -51,000.00 |
| Mar 31, 2022 | -91,000.00 |
| Jun 30, 2021 | 51,000.00 |
| Mar 31, 2021 | 1.45 Mn |
| Dec 31, 2020 | -6,000.00 |
| Sep 30, 2020 | 22,000.00 |
| Mar 31, 2020 | 58,000.00 |
| Sep 30, 2019 | -35,000.00 |
| Sep 30, 2017 | -14,000.00 |
| Sep 30, 2016 | 2,000.00 |
| Jun 30, 2016 | 337,000.00 |
| Mar 31, 2016 | 205,000.00 |
| Dec 31, 2015 | 34,000.00 |
| Jun 30, 2015 | 277,000.00 |
| Mar 31, 2015 | 225,000.00 |
| Dec 31, 2014 | -28,000.00 |