UWM Holdings (UWMC) Invested Capital (2019 - 2026)
UWM Holdings (UWMC) reported Invested Capital of $1.6 billion for Q1 2026, down 2.17% year-over-year from $1.7 billion in Q1 2025, and little changed quarter-over-quarter from $1.6 billion in Q4 2025.
UWM Holdings (UWMC) Invested Capital (2019 - 2026) Analysis & Trends
UWM Holdings (UWMC) has 8 years of Invested Capital data on file, last reported at $1.6 billion in Q1 2026.
- Invested Capital for Q1 2026 came in at $1.6 billion, down 2.17% year-over-year; the trailing twelve-month figure through Mar 2026 was $1.6 billion (down 2.17% YoY), and the FY2025 annual result was $1.6 billion, down 22.22% from the prior year.
- Invested Capital was little changed at $1.6 billion in Q1 2026 per UWMC's latest filing, from $1.6 billion in the prior quarter.
- Over five years, Invested Capital peaked at $3.4 billion in Q3 2022 and troughed at $1.6 billion in Q3 2025.
- A 5-year average of $2.5 billion and a median of $2.5 billion in 2024 frame the typical range for Invested Capital.
- The sharpest annual moves came in 2022 and 2025: Invested Capital increased 19.15% in 2022, then plunged 33.22% in 2025.
- A 5-year view of Invested Capital shows it stood at $3.2 billion in 2022, then declined by 22.08% to $2.5 billion in 2023, then dropped by 17.02% to $2.1 billion in 2024, then dropped by 22.22% to $1.6 billion in 2025, then rose by 0.42% to $1.6 billion in 2026.
- Business Quant data shows UWMC's Invested Capital at $1.6 billion in Q1 2026, $1.6 billion in Q4 2025, and $1.6 billion in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 34.85 Bn | 32.16 Bn | - | 23.23 Bn |
| 2 | PennyMac Financial Services | 4.14 Bn | 3.65 Bn | 523.89 Mn | 4.33 Bn |
| 3 | Walker & Dunlop | 1.73 Bn | 1.55 Bn | - | 1.72 Bn |
| 4 | UWM Holdings | 743.45 Mn | 1.57 Bn | - | 1.62 Bn |
| 5 | Velocity Financial | 668.42 Mn | 583.96 Mn | - | 693.35 Mn |
| 6 | CNFinance Holdings | 591.78 Mn | 542.97 Mn | - | 599.75 Mn |
| 7 | Better Home & Finance Holding | 419.52 Mn | 349.24 Mn | - | 8.55 Mn |
| 8 | Onity | 306.24 Mn | 306.24 Mn | - | 1.31 Bn |
| 9 | loanDepot | 209.70 Mn | -4.79 Mn | - | 2.45 Bn |
| 10 | Greystone Housing Impact Investors | 120.06 Mn | 120.06 Mn | - | 266.11 Mn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 1.62 Bn |
| Dec 31, 2025 | 1.62 Bn |
| Sep 30, 2025 | 1.61 Bn |
| Jun 30, 2025 | 1.77 Bn |
| Mar 31, 2025 | 1.66 Bn |
| Dec 31, 2024 | 2.08 Bn |
| Sep 30, 2024 | 2.21 Bn |
| Jun 30, 2024 | 2.36 Bn |
| Mar 31, 2024 | 2.49 Bn |
| Dec 31, 2023 | 2.51 Bn |
| Sep 30, 2023 | 3.13 Bn |
| Jun 30, 2023 | 2.98 Bn |
| Mar 31, 2023 | 2.91 Bn |
| Dec 31, 2022 | 3.22 Bn |
| Sep 30, 2022 | 3.44 Bn |
| Jun 30, 2022 | 3.28 Bn |
| Mar 31, 2022 | 3.22 Bn |
| Dec 31, 2021 | 3.23 Bn |
| Sep 30, 2021 | 3.05 Bn |
| Jun 30, 2021 | 2.75 Bn |