UWM Holdings UWMC
NYSE UWMC
$1.40 -0.02 (-1.41%)
At close: Aug 21, 2026 · 4:00 PM EDT

UWM Holdings (UWMC) Long-Term Investments (2020 - 2026)

UWM Holdings (UWMC) posted quarterly Long-Term Investments of $98.5 million for Q1 2026, down 4.37% year-over-year from $103.0 million in Q1 2025, and down 2.0% quarter-over-quarter from $100.5 million in Q4 2025.

UWM Holdings (UWMC) Long-Term Investments (2020 - 2026) Analysis & Trends

UWM Holdings (UWMC) has reported Long-Term Investments for 7 consecutive years, with $98.5 million the latest figure, recorded in Q1 2026.

  • In Q1 2026, Long-Term Investments fell 4.37% year-over-year to $98.5 million; the TTM figure through Mar 2026 stood at $98.5 million (down 4.37% YoY), while the FY2025 annual figure was $100.5 million, down 2.43% from the prior year.
  • Long-Term Investments fell to $98.5 million in Q1 2026 per UWMC's latest filing, from $100.5 million in the prior quarter.
  • Across five years, Long-Term Investments topped out at $138.4 million in Q1 2022 and bottomed at $98.5 million in Q1 2026.
  • Historically, Long-Term Investments has averaged $109.6 million across 5 years, with a median of $108.3 million in 2024.
  • On a YoY basis, Long-Term Investments climbed as much as 175.25% in 2022 and fell as far as 25.6% in 2022.
  • UWM Holdings' Long-Term Investments stood at $113.3 million in 2022, then declined by 2.59% to $110.4 million in 2023, then slipped by 6.65% to $103.0 million in 2024, then decreased by 2.43% to $100.5 million in 2025, then decreased by 2.0% to $98.5 million in 2026.
  • Business Quant data shows UWMC's Long-Term Investments at $98.5 million in Q1 2026, $100.5 million in Q4 2025, and $101.3 million in Q3 2025.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr) Long-Term Investments (Qtr)
1 Rocket Companies 39.55 Bn 36.45 Bn - -
2 Federal National Mortgage Association Fannie Mae 36.61 Bn 36.61 Bn - -
3 Federal Home Loan Mortgage 18.43 Bn 14.11 Bn - -
4 PennyMac Financial Services 3.90 Bn 3.15 Bn 480.08 Mn 846,000.00
5 CNFinance Holdings 1.52 Bn 1.45 Bn - 479.89 Mn
6 Walker & Dunlop 1.34 Bn 1.18 Bn - 170.67 Mn
7 Velocity Financial 711.47 Mn -6.74 Bn - -
8 UWM Holdings 472.54 Mn -25.87 Mn - 96.04 Mn
9 Onity 303.25 Mn 106.95 Mn - -
10 loanDepot 205.70 Mn -105.44 Mn - 18.18 Mn

Historic Data

Download Data
DateValue
Jun 30, 2026 96.04 Mn
Mar 31, 2026 98.50 Mn
Dec 31, 2025 100.51 Mn
Sep 30, 2025 101.28 Mn
Jun 30, 2025 101.63 Mn
Mar 31, 2025 103.00 Mn
Dec 31, 2024 103.01 Mn
Sep 30, 2024 108.96 Mn
Jun 30, 2024 105.59 Mn
Mar 31, 2024 108.30 Mn
Dec 31, 2023 110.35 Mn
Sep 30, 2023 104.50 Mn
Jun 30, 2023 111.63 Mn
Mar 31, 2023 114.30 Mn
Dec 31, 2022 113.29 Mn
Sep 30, 2022 115.08 Mn
Jun 30, 2022 125.19 Mn
Mar 31, 2022 138.40 Mn
Dec 31, 2021 152.26 Mn
Sep 30, 2021 41.81 Mn