UWM Holdings (UWMC) Invested Capital (2019 - 2026)
UWM Holdings (UWMC) posted quarterly Invested Capital of $23.0 million for Q1 2026, down 6.1% year-over-year from $24.4 million in Q1 2025, and down 2.19% quarter-over-quarter from $23.5 million in Q4 2025.
UWM Holdings (UWMC) Invested Capital (2019 - 2026) Analysis & Trends
UWM Holdings (UWMC) has reported Invested Capital for 8 consecutive years, with $23.0 million the latest figure, recorded in Q1 2026.
- In Q1 2026, Invested Capital fell 6.1% year-over-year to $23.0 million; the TTM figure through Mar 2026 stood at $93.7 million (down 8.32% YoY), while the FY2025 annual figure was $23.5 million, down 6.48% from the prior year.
- Invested Capital fell to $23.0 million in Q1 2026 per UWMC's latest filing, from $23.5 million in the prior quarter.
- Across five years, Invested Capital topped out at $54.9 million in Q1 2022 and bottomed at $23.0 million in Q1 2026.
- Historically, Invested Capital has averaged $32.8 million across 5 years, with a median of $28.5 million in 2024.
- Annual changes were most pronounced in 2022 — Invested Capital increased 0.13% — and 2023, when it slumped 33.0%.
- UWM Holdings' Invested Capital stood at $43.5 million in 2022, then declined by 29.48% to $30.7 million in 2023, then slipped by 18.2% to $25.1 million in 2024, then decreased by 6.48% to $23.5 million in 2025, then fell by 2.19% to $23.0 million in 2026.
- Business Quant data shows UWMC's Invested Capital at $23.0 million in Q1 2026, $23.5 million in Q4 2025, and $23.4 million in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 39.55 Bn | 36.45 Bn | - | - |
| 2 | Federal National Mortgage Association Fannie Mae | 36.61 Bn | 36.61 Bn | - | 4,012.82 Bn |
| 3 | Federal Home Loan Mortgage | 18.43 Bn | 14.11 Bn | - | 17.98 Bn |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | - |
| 5 | CNFinance Holdings | 1.52 Bn | 1.45 Bn | - | 94.91 Mn |
| 6 | Walker & Dunlop | 1.34 Bn | 1.18 Bn | - | - |
| 7 | Velocity Financial | 711.47 Mn | -6.74 Bn | - | 73.43 Mn |
| 8 | UWM Holdings | 472.54 Mn | -25.87 Mn | - | 22.44 Mn |
| 9 | Onity | 303.25 Mn | 106.95 Mn | - | 2.06 Bn |
| 10 | loanDepot | 205.70 Mn | -105.44 Mn | - | - |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 22.44 Mn |
| Mar 31, 2026 | 22.96 Mn |
| Dec 31, 2025 | 23.47 Mn |
| Sep 30, 2025 | 23.36 Mn |
| Jun 30, 2025 | 23.87 Mn |
| Mar 31, 2025 | 24.45 Mn |
| Dec 31, 2024 | 25.09 Mn |
| Sep 30, 2024 | 25.84 Mn |
| Jun 30, 2024 | 26.79 Mn |
| Mar 31, 2024 | 28.54 Mn |
| Dec 31, 2023 | 30.68 Mn |
| Sep 30, 2023 | 33.29 Mn |
| Jun 30, 2023 | 36.36 Mn |
| Mar 31, 2023 | 36.81 Mn |
| Dec 31, 2022 | 43.51 Mn |
| Sep 30, 2022 | 46.92 Mn |
| Jun 30, 2022 | 51.37 Mn |
| Mar 31, 2022 | 54.95 Mn |
| Dec 31, 2021 | 57.97 Mn |
| Sep 30, 2021 | 60.87 Mn |