UWM Holdings (UWMC) Tax Rate (2019 - 2026)
UWM Holdings (UWMC) posted quarterly Tax Rate of 4.01% for Q1 2026, down 127.0% year-over-year from 14.87% in Q1 2025, and up 32.49% quarter-over-quarter from 3.03% in Q4 2025.
UWM Holdings (UWMC) Tax Rate (2019 - 2026) Analysis & Trends
UWM Holdings (UWMC) has reported Tax Rate for 8 consecutive years, with 4.01% the latest figure, recorded in Q1 2026.
- In Q1 2026, Tax Rate fell 127.0% year-over-year to 4.01%; the TTM figure through Mar 2026 stood at 4.03% (down 599.0% YoY), while the FY2025 annual figure was 2.74%, up 78.0% from the prior year.
- Tax Rate grew to 4.01% in Q1 2026 per UWMC's latest filing, from 3.03% in the prior quarter.
- Across five years, Tax Rate topped out at 9.78% in Q4 2022 and bottomed at 0.24% in Q3 2023.
- Historically, Tax Rate has averaged 2.66% across 5 years, with a median of 1.59% in 2023.
- Annual changes were most pronounced in 2022 — Tax Rate surged 1323 bps — and 2023, when it slumped 819 bps.
- UWM Holdings' Tax Rate stood at 9.78% in 2022, then sank by 84 bps to 1.59% in 2023, then surged by 155 bps to 4.06% in 2024, then dropped by 25 bps to 3.03% in 2025, then surged by 32 bps to 4.01% in 2026.
- Business Quant data shows UWMC's Tax Rate at 4.01% in Q1 2026, 3.03% in Q4 2025, and 4.59% in Q3 2025.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Rocket Companies | 39.55 Bn | 36.45 Bn | - | 18.51% |
| 2 | Federal National Mortgage Association Fannie Mae | 36.61 Bn | 36.61 Bn | - | 20.18% |
| 3 | Federal Home Loan Mortgage | 18.43 Bn | 14.11 Bn | - | 19.61% |
| 4 | PennyMac Financial Services | 3.90 Bn | 3.15 Bn | 480.08 Mn | 31.08% |
| 5 | CNFinance Holdings | 1.52 Bn | 1.45 Bn | - | - |
| 6 | Walker & Dunlop | 1.34 Bn | 1.18 Bn | - | -36.84% |
| 7 | Velocity Financial | 711.47 Mn | -6.74 Bn | - | 26.96% |
| 8 | UWM Holdings | 472.54 Mn | -25.87 Mn | - | 4.44% |
| 9 | Onity | 303.25 Mn | 106.95 Mn | - | 21.19% |
| 10 | loanDepot | 205.70 Mn | -105.44 Mn | - | -0.08% |
Historic Data
Download Data| Date | Value |
|---|---|
| Jun 30, 2026 | 4.44% |
| Jun 30, 2026 | 4.44% |
| Jun 30, 2026 | 4.44% |
| Mar 31, 2026 | 4.01% |
| Mar 31, 2026 | 4.01% |
| Mar 31, 2026 | 4.01% |
| Dec 31, 2025 | 3.03% |
| Dec 31, 2025 | 3.03% |
| Dec 31, 2025 | 3.03% |
| Sep 30, 2025 | 4.59% |
| Sep 30, 2025 | 4.59% |
| Sep 30, 2025 | 4.59% |
| Jun 30, 2025 | 4.53% |
| Jun 30, 2025 | 4.53% |
| Jun 30, 2025 | 4.53% |
| Mar 31, 2025 | 5.29% |
| Mar 31, 2025 | 5.29% |
| Mar 31, 2025 | 5.29% |
| Dec 31, 2024 | 4.06% |
| Dec 31, 2024 | 4.06% |