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
DateValue
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