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| Date | Value |
|---|---|
| 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 |