UWM Holdings (UWMC) Long-Term Investments (2020 - 2026)
UWM Holdings' (UWMC) quarterly Long-Term Investments came in at $96.0 million in Q2 2026, down 5.49% year-over-year from $101.6 million in Q2 2025, and down 2.49% quarter-over-quarter from $98.5 million in Q1 2026.
Analysis
UWM Holdings (UWMC) Long-Term Investments (2020 - 2026) Analysis & Trends
UWM Holdings (UWMC) has reported Long-Term Investments for 7 consecutive years, with $96.0 million the latest figure, recorded in Q2 2026.
- On a quarterly basis, Long-Term Investments fell 5.49% year-over-year to $96.0 million in Q2 2026; TTM through Jun 2026 was $96.0 million, a 5.49% decrease from a year earlier, with the FY2025 full-year figure at $100.5 million, down 2.43% from the prior year.
- Long-Term Investments was $96.0 million for Q2 2026 at UWM Holdings, down from $98.5 million in the prior quarter.
- Over five years, Long-Term Investments peaked at $138.4 million in Q1 2022 and troughed at $96.0 million in Q2 2026.
- A 5-year average of $108.9 million and a median of $107.0 million in 2024 frame the typical range for Long-Term Investments.
- The widest YoY moves for Long-Term Investments: up 175.3% in 2022, down 25.6% in 2022.
- Over 5 years, Long-Term Investments stood at $113.3 million in 2022, then slipped by 2.59% to $110.4 million in 2023, then retreated by 6.65% to $103.0 million in 2024, then fell by 2.43% to $100.5 million in 2025, then dropped by 4.45% to $96.0 million in 2026.
- The last three Long-Term Investments figures came in at $96.0 million (Q2 2026), $98.5 million (Q1 2026), and $100.5 million (Q4 2025), per Business Quant data.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 46.15 Bn | 43.05 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 | 354.01 Mn |
| 4 | PennyMac Financial Services | 3.45 Bn | 2.70 Bn | 480.08 Mn | 846,000.00 |
| 5 | Federal Agricultural Mortgage | 2.40 Bn | 1.36 Bn | - | 19.43 Bn |
| 6 | UWM Holdings | 2.01 Bn | 2.36 Bn | - | 96.04 Mn |
| 7 | Walker & Dunlop | 1.26 Bn | 1.11 Bn | - | 170.67 Mn |
| 8 | CNFinance Holdings | 1.25 Bn | 1.25 Bn | - | - |
| 9 | Velocity Financial | 630.27 Mn | -6.82 Bn | - | - |
| 10 | Onity | 266.14 Mn | 69.84 Mn | - | - |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 96.04 Mn |
| Mar 31, 2026 | 98.50 Mn |
| Dec 31, 2025 | 100.51 Mn |
| Sep 30, 2025 | 101.30 Mn |
| Jun 30, 2025 | 101.63 Mn |
| Mar 31, 2025 | 103.00 Mn |
| Dec 31, 2024 | 103.01 Mn |
| Sep 30, 2024 | 109.00 Mn |
| Jun 30, 2024 | 105.60 Mn |
| Mar 31, 2024 | 108.32 Mn |
| Dec 31, 2023 | 110.35 Mn |
| Sep 30, 2023 | 104.53 Mn |
| Jun 30, 2023 | 111.63 Mn |
| Mar 31, 2023 | 114.30 Mn |
| Dec 31, 2022 | 113.29 Mn |
| Sep 30, 2022 | 115.10 Mn |
| Jun 30, 2022 | 125.20 Mn |
| Mar 31, 2022 | 138.42 Mn |
| Dec 31, 2021 | 152.26 Mn |
| Sep 30, 2021 | 41.81 Mn |