Uwharrie Capital (UWHR) Long-Term Investments (2012 - 2026)
Uwharrie Capital's (UWHR) quarterly Long-Term Investments came in at $54.2 million in Q1 2026, down 11.82% year-on-year from $61.5 million in Q1 2025, and down 10.5% on a QoQ basis from $60.6 million in Q4 2025.
Uwharrie Capital (UWHR) Long-Term Investments (2012 - 2026) Analysis & Trends
Uwharrie Capital (UWHR) has 14 years of Long-Term Investments data on file, last reported at $54.2 million in Q1 2026.
- On a quarterly basis, Long-Term Investments fell 11.82% year-over-year to $54.2 million in Q1 2026; TTM through Mar 2026 was $54.2 million, a 11.82% decrease from a year earlier, with the FY2025 full-year figure at $60.6 million, down 72.61% from the prior year.
- Long-Term Investments for Q1 2026 stood at $54.2 million, down from $60.6 million in the prior quarter.
- Over the last five years, Long-Term Investments for UWHR reached as high as $239.8 million in Q3 2025 and fell as low as $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.
- Across the five-year window, Long-Term Investments surged 1327.48% in 2022 and tumbled 78.81% in 2023, its largest moves.
- Year by year, Long-Term Investments stood at $46.2 million in 2022, then decreased by 7.09% to $43.0 million in 2023, then surged by 414.67% to $221.1 million in 2024, then sank by 72.61% to $60.6 million in 2025, then decreased by 10.5% to $54.2 million in 2026.
- Per Business Quant data, the three most recent Long-Term Investments figures were $54.2 million in Q1 2026, $60.6 million in Q4 2025, and $239.8 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | KB Financial | 43,124.21 Bn | 43,125.44 Bn | -775,612.08 | 690.04 Mn |
| 2 | Shinhan Financial | 33,971.34 Bn | 33,973.00 Bn | - | 1.71 Bn |
| 3 | Bank Of Chile | 4,105.33 Bn | 4,105.33 Bn | 167,623.00 | 87,651.00 |
| 4 | NatWest | 768.74 Bn | 572.78 Bn | 1.79 Bn | - |
| 5 | Mizuho Financial | 385.64 Bn | 389.59 Bn | - | 36.42 Bn |
| 6 | Lloyds Banking | 358.14 Bn | 358.14 Bn | - | 761.88 Bn |
| 7 | First Capital | 200.03 Bn | 199.69 Bn | - | - |
| 8 | Landmark Bancorp | 187.97 Bn | 187.94 Bn | - | - |
| 9 | Pnc Financial Services | 100.96 Bn | 101.01 Bn | - | 10.51 Bn |
| 10 | Uwharrie Capital | 89.95 Mn | -15.90 Mn | - | 54.19 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 54.19 Mn |
| Dec 31, 2025 | 60.55 Mn |
| Sep 30, 2025 | 239.78 Mn |
| Jun 30, 2025 | 229.67 Mn |
| Mar 31, 2025 | 61.46 Mn |
| Dec 31, 2024 | 221.11 Mn |
| Sep 30, 2024 | 50.98 Mn |
| Jun 30, 2024 | 220.48 Mn |
| Mar 31, 2024 | 42.94 Mn |
| Dec 31, 2023 | 42.96 Mn |
| Sep 30, 2023 | 203.20 Mn |
| Jun 30, 2023 | 199.91 Mn |
| Mar 31, 2023 | 44.36 Mn |
| Dec 31, 2022 | 46.24 Mn |
| Sep 30, 2022 | 41.54 Mn |
| Jun 30, 2022 | 201.95 Mn |
| Mar 31, 2022 | 209.37 Mn |
| Dec 31, 2021 | 210.85 Mn |
| Sep 30, 2021 | 192.54 Mn |
| Jun 30, 2021 | 142.88 Mn |