UWM Holdings (UWMC) Invested Capital (2019 - 2026)
UWM Holdings' (UWMC) quarterly Invested Capital came in at $4.0 billion in Q2 2026, down 12.48% year-over-year from $4.5 billion in Q2 2025, and down 13.4% quarter-over-quarter from $4.6 billion in Q1 2026.
Analysis
UWM Holdings (UWMC) Invested Capital (2019 - 2026) Analysis & Trends
UWM Holdings (UWMC) has reported Invested Capital for 8 consecutive years, with $4.0 billion the latest figure, recorded in Q2 2026.
- On a quarterly basis, Invested Capital fell 12.48% year-over-year to $4.0 billion in Q2 2026; TTM through Jun 2026 was $4.0 billion, a 12.48% decrease from a year earlier, with the FY2025 full-year figure at $4.6 billion, down 5.45% from the prior year.
- Invested Capital was $4.0 billion for Q2 2026 at UWM Holdings, down from $4.6 billion in the prior quarter.
- Over five years, Invested Capital peaked at $5.4 billion in Q3 2022 and troughed at $4.0 billion in Q2 2026.
- A 5-year average of $4.7 billion and a median of $4.7 billion in 2024 frame the typical range for Invested Capital.
- Across the five-year window, Invested Capital surged 43.25% in 2022 and retreated 17.87% in 2024, its largest moves.
- Over 5 years, Invested Capital stood at $5.2 billion in 2022, then slipped by 13.44% to $4.5 billion in 2023, then grew by 8.43% to $4.8 billion in 2024, then declined by 5.45% to $4.6 billion in 2025, then decreased by 13.24% to $4.0 billion in 2026.
- The last three Invested Capital figures came in at $4.0 billion (Q2 2026), $4.6 billion (Q1 2026), and $4.6 billion (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 Bn | - | 40.19 Bn |
| 2 | Federal National Mortgage Association Fannie Mae | 30.33 Bn | 30.33 Bn | - | - |
| 3 | Figure Technology Solutions | 7.94 Bn | 6.40 Bn | 196.67 Mn | 2.80 Bn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 9.17 Bn |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 71.33 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 3.97 Bn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 2.54 Bn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | 525.33 Mn |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | 1.30 Bn |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | 6.30 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 3.97 Bn |
| Mar 31, 2026 | 4.58 Bn |
| Dec 31, 2025 | 4.58 Bn |
| Sep 30, 2025 | 5.37 Bn |
| Jun 30, 2025 | 4.54 Bn |
| Mar 31, 2025 | 4.42 Bn |
| Dec 31, 2024 | 4.84 Bn |
| Sep 30, 2024 | 4.17 Bn |
| Jun 30, 2024 | 4.32 Bn |
| Mar 31, 2024 | 4.45 Bn |
| Dec 31, 2023 | 4.46 Bn |
| Sep 30, 2023 | 5.08 Bn |
| Jun 30, 2023 | 4.93 Bn |
| Mar 31, 2023 | 4.86 Bn |
| Dec 31, 2022 | 5.16 Bn |
| Sep 30, 2022 | 5.38 Bn |
| Jun 30, 2022 | 5.21 Bn |
| Mar 31, 2022 | 5.15 Bn |
| Dec 31, 2021 | 5.15 Bn |
| Sep 30, 2021 | 4.48 Bn |