Uwharrie Capital (UWHR) Long-Term Investments (2012 - 2026)

Uwharrie Capital (UWHR) has reported Long-Term Investments for 14 consecutive years, with $54.2 million the latest figure, recorded in Q1 2026.

• In Q1 2026, Long-Term Investments fell 11.82% year-over-year to $54.2 million; the TTM figure through Mar 2026 stood at $54.2 million (down 11.82% YoY), while the FY2025 annual figure was $60.6 million, down 72.61% from the prior year.
• Long-Term Investments declined to $54.2 million in Q1 2026 per UWHR's latest filing, from $60.6 million in the prior quarter.
• Across five years, Long-Term Investments topped out at $239.8 million in Q3 2025 and bottomed at $41.5 million in Q3 2022.
• Historically, Long-Term Investments has averaged $127.7 million across 5 years, with a median of $61.5 million in 2025.
• Annual changes were most pronounced in 2022 — Long-Term Investments jumped 1327.48% — and 2023, when it sank 78.81%.
• Uwharrie Capital's Long-Term Investments stood at $46.2 million in 2022, then fell by 7.09% to $43.0 million in 2023, then soared by 414.67% to $221.1 million in 2024, then sank by 72.61% to $60.6 million in 2025, then fell by 10.5% to $54.2 million in 2026.
• Business Quant data shows UWHR's Long-Term Investments at $54.2 million in Q1 2026, $60.6 million in Q4 2025, and $239.8 million in Q3 2025.