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

UWM Holdings' (UWMC) quarterly Long-Term Investments came in at $98.5 million in Q1 2026, down 4.37% year-on-year from $103.0 million in Q1 2025, and down 2.0% on a QoQ basis from $100.5 million in Q4 2025.

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

UWM Holdings (UWMC) has 7 years of Long-Term Investments data on file, last reported at $98.5 million in Q1 2026.

  • On a quarterly basis, Long-Term Investments fell 4.37% year-over-year to $98.5 million in Q1 2026; TTM through Mar 2026 was $98.5 million, a 4.37% 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 for Q1 2026 stood at $98.5 million, down from $100.5 million in the prior quarter.
  • Over the last five years, Long-Term Investments for UWMC reached as high as $138.4 million in Q1 2022 and fell as low as $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.
  • Year by year, Long-Term Investments stood at $113.3 million in 2022, then retreated by 2.59% to $110.4 million in 2023, then declined by 6.65% to $103.0 million in 2024, then dropped by 2.43% to $100.5 million in 2025, then dropped by 2.0% to $98.5 million in 2026.
  • Per Business Quant data, the three most recent Long-Term Investments figures were $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 38.33 Bn 35.64 Bn - -
2 Federal National Mortgage Association Fannie Mae 35.67 Bn 35.67 Bn - -
3 Federal Home Loan Mortgage 18.11 Bn 13.64 Bn - -
4 PennyMac Financial Services 4.41 Bn 3.76 Bn 523.89 Mn 875,000.00
5 CNFinance Holdings 3.28 Bn 3.20 Bn - 479.89 Mn
6 Walker & Dunlop 1.64 Bn 1.44 Bn - 265.37 Mn
7 Velocity Financial 681.36 Mn -6.51 Bn - -
8 UWM Holdings 540.43 Mn 116.43 Mn - 98.50 Mn
9 Better Home & Finance Holding 362.34 Mn 298.07 Mn - -
10 Onity 340.51 Mn 215.81 Mn - -

Historic Data

Download Data
DateValue
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
Sep 30, 2020 425.32 Mn