UWM Holdings (UWMC) Tax Rate (2020 - 2026)

UWM Holdings (UWMC) reported 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 (2020 - 2026) Analysis & Trends

UWM Holdings (UWMC) has 7 years of Tax Rate data on file, last reported at 4.01% in Q1 2026.

  • Tax Rate for Q1 2026 came in at 4.01%, down 127.0% year-over-year; the trailing twelve-month figure through Mar 2026 was 4.03% (down 599.0% YoY), and the FY2025 annual result was 2.74%, up 78.0% from the prior year.
  • Tax Rate climbed to 4.01% in Q1 2026 per UWMC's latest filing, from 3.03% in the prior quarter.
  • Over five years, Tax Rate peaked at 9.78% in Q4 2022 and troughed at 0.24% in Q3 2023.
  • A 5-year average of 2.66% and a median of 1.59% in 2023 frame the typical range for Tax Rate.
  • The sharpest annual moves came in 2022 and 2023: Tax Rate surged 1323 bps in 2022, then slumped 819 bps in 2023.
  • A 5-year view of Tax Rate shows it stood at 9.78% in 2022, then plunged by 84 bps to 1.59% in 2023, then jumped by 155 bps to 4.06% in 2024, then slipped by 25 bps to 3.03% in 2025, then jumped 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 34.85 Bn 32.16 Bn - 25.75%
2 PennyMac Financial Services 4.14 Bn 3.65 Bn 523.89 Mn 21.37%
3 Walker & Dunlop 1.73 Bn 1.55 Bn - 30.91%
4 UWM Holdings 743.45 Mn 1.57 Bn - 4.01%
5 Velocity Financial 668.42 Mn 583.96 Mn - 27.78%
6 CNFinance Holdings 591.78 Mn 542.97 Mn - -
7 Better Home & Finance Holding 419.52 Mn 349.24 Mn - 3.08%
8 Onity 306.24 Mn 306.24 Mn - 3.80%
9 loanDepot 209.70 Mn -4.79 Mn - 0.31%
10 Greystone Housing Impact Investors 120.06 Mn 120.06 Mn - -0.20%

Historic Data

Download Data
DateValue
Mar 31, 2026 4.01%
Mar 31, 2026 4.01%
Dec 31, 2025 3.03%
Dec 31, 2025 3.03%
Sep 30, 2025 4.59%
Sep 30, 2025 4.59%
Jun 30, 2025 4.53%
Jun 30, 2025 4.53%
Mar 31, 2025 5.29%
Mar 31, 2025 5.29%
Dec 31, 2024 4.06%
Dec 31, 2024 4.06%
Sep 30, 2024 1.07%
Sep 30, 2024 1.07%
Jun 30, 2024 1.02%
Jun 30, 2024 1.02%
Mar 31, 2024 2.03%
Mar 31, 2024 2.03%
Dec 31, 2023 1.59%
Dec 31, 2023 1.59%