Uwharrie Capital (UWHR) Tax Rate (2010 - 2026)

Uwharrie Capital (UWHR) reported Tax Rate of 21.39% for Q1 2026, down 68.0% year-over-year from 66.86% in Q1 2025, and down 5.49% on a QoQ basis from 22.64% in Q4 2025.

Uwharrie Capital (UWHR) Tax Rate (2010 - 2026) Analysis & Trends

Uwharrie Capital (UWHR) has 17 years of Tax Rate data on file, last reported at 21.39% in Q1 2026.

  • Quarterly Tax Rate fell 68.0% year-over-year to 21.39% in Q1 2026, while the trailing twelve-month figure through Mar 2026 was 22.07% (down 53.0% YoY) and the FY2025 annual result came in at 22.26%, down 9.0% from the prior year.
  • Tax Rate retreated to 21.39% in Q1 2026 per UWHR's latest filing, from 22.64% in the prior quarter.
  • Across five years, Tax Rate topped out at 24.07% in Q3 2024 and bottomed at 14.28% in Q4 2022.
  • The 5-year median for Tax Rate is 20.69% (2022), against an average of 20.43%.
  • The widest annual swing landed in 2022, when Tax Rate tumbled 577 bps; it then surged 551 bps in 2023.
  • Tracing UWHR's Tax Rate over 5 years: stood at 14.28% in 2022, then jumped by 39 bps to 19.79% in 2023, then advanced by 18 bps to 23.28% in 2024, then decreased by 3 bps to 22.64% in 2025, then retreated by 5 bps to 21.39% in 2026.
  • Per Business Quant, the three latest UWHR Tax Rate figures stand at 21.39% (Q1 2026), 22.64% (Q4 2025), and 23.08% (Q3 2025).

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Tax Rate (Qtr)
1 Bank Of Chile 90,286.07 Bn 90,286.07 Bn - -
2 Bank Bradesco 6,797.89 Bn 6,781.94 Bn - -
3 Lloyds Banking 429.86 Bn 429.86 Bn - -
4 First Capital 203.63 Bn 203.48 Bn - 19.21
5 NatWest 174.33 Bn 174.33 Bn - -
6 Landmark Bancorp 172.64 Bn 172.61 Bn - 19.83
7 Deutsche Bank Aktiengesellschaft 161.63 Bn -151,939.28 Bn - 28.76
8 KB Financial 146.07 Bn 138.20 Bn - 0.05
9 Pnc Financial Services 87.63 Bn 87.68 Bn - 18.98
10 Uwharrie Capital - - - 21.39

Historic Data

Download Data
DateValue
Mar 31, 2026 21.39%
Mar 31, 2026 21.39%
Dec 31, 2025 22.64%
Dec 31, 2025 22.64%
Sep 30, 2025 23.08%
Sep 30, 2025 23.08%
Jun 30, 2025 21.14%
Jun 30, 2025 21.14%
Mar 31, 2025 22.07%
Mar 31, 2025 22.07%
Dec 31, 2024 23.28%
Dec 31, 2024 23.28%
Sep 30, 2024 24.07%
Sep 30, 2024 24.07%
Jun 30, 2024 20.37%
Jun 30, 2024 20.37%
Mar 31, 2024 20.96%
Mar 31, 2024 20.96%
Dec 31, 2023 19.79%
Dec 31, 2023 19.79%