Mortgage Bankers & Loan Correspondents · SIC 6162

UWM Holdings Corp

UWMC

Watch

Latest revenue

$901.4M

as of 2026-03-31

Latest net income

$25.3M

as of 2026-03-31

Net margin

2.8%

as of 2026-03-31

Price · 5Y

-12.8% / yr 26.6 pts / yr vs S&P 500 49.5% total
Compare:

Live market

delayed ≤15 min
$3.09
0.65%
Market cap
$318.6M
Enterprise value
$318.6M
P/E (trailing)
11.6×
Forward P/E
P/B
Dividend yield
12.9%
52-wk high
$7.14
52-wk low
$2.83
Beta
Shares out
103.1M

5-year trend

What this company does

AI

Item 1. Business Unless otherwise indicated or the context otherwise requires, when used in this Annual Report, the term “UWMC” means UWM Holdings Corporation, “UWM” means United Wholesale Mortgage, LLC and the “Company,” “we,” “our” and “us” refer to UWM Holdings Corporation and our subsidiaries. Overview We are the publicly traded indirect parent of United Wholesale Mortgage, LLC (“UWM”). UWM is the largest overall residential mortgage lender as well as the largest purchase lender in the U.S., by closed loan volume, despite originating loans exclusively through the wholesale channel. We originate primarily conforming and government loans across all 50 states and the District of Columbia.…

AI summary unavailable — showing raw filing excerpt

Generated from UWMC's filing dated 2024-02-28

Key risks

AI

Item 1A. Risk Factors You should carefully review and consider the following risk factors and the other information contained in this Annual Report, including the financial statements and notes to the financial statements included herein. The following risk factors apply to our business and operations. The occurrence of one or more of the events or circumstances described in these risk factors, alone or in combination with other events or circumstances, may have an adverse effect on our business, cash flows, financial condition and results of operations. You should also carefully consider the following risk factors in addition to the other information included in this Annual Report,…

AI summary unavailable — showing raw filing excerpt

Generated from UWMC's filing dated 2024-02-28

Profitability

Net margin

0.9%

60.8%

Return on assets

0.2%

76.0%

Earnings tracker

QuarterRevenueYoYNet incomeYoYNet margin

Q1 2026

2026-03-31

$901.4M+47.0%$25.3M+285.0%2.8%

Q4 2025

2025-12-31

$945.2M-11.7%$33.1M+1256.6%3.5%

Q3 2025

2025-09-30

$843.3M+60.2%$-1.3M-123.0%-0.1%

Q2 2025

2025-06-30

$758.7M+49.6%$9.2M+202.6%1.2%

Q1 2025

2025-03-31

$613.4M+7.6%$-13.7M-256.7%-2.2%

Q4 2024

2024-12-31

$1.07B$-2.9M-0.3%

Q3 2024

2024-09-30

$526.4M-22.3%$5.5M-60.4%1.0%

Q2 2024

2024-06-30

$507.1M-13.7%$3.0M+169.6%0.6%

Year-over-year change vs the same fiscal quarter one year prior. Revenue + net income sourced from SEC 10-Q / 10-K filings — no analyst-consensus dependency.

Industry trend

Mortgage Bankers & Loan Correspondents · SIC 6162

No data yet for industry average

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Insider activity

Insider buying

$0

Insider selling

$643.8M

Net activity

−$643.8M

Distinct insiders

1

Open-market trades over the last 365 days.

Recent transactions

DateInsiderTypeSharesPriceValue
2026-05-08

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,003,333$3.39$3.4M
2026-05-07

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,003,333$3.39$3.4M
2026-05-06

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,003,333$3.66$3.7M
2026-05-05

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,003,333$3.45$3.5M
2026-05-04

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,003,333$3.57$3.6M
2026-05-01

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,001,024$3.62$3.6M
2026-04-30

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale934,061$3.53$3.3M
2026-04-29

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.50$3.5M
2026-04-28

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale986,644$3.66$3.6M
2026-04-27

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.78$3.8M
2026-04-24

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.75$3.8M
2026-04-23

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.65$3.7M
2026-04-22

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.70$3.7M
2026-04-21

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.82$3.8M
2026-04-20

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.94$3.9M
2026-04-17

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.93$3.9M
2026-04-16

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.76$3.8M
2026-04-15

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.78$3.8M
2026-04-14

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.71$3.7M
2026-04-13

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.66$3.7M
2026-04-10

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.71$3.7M
2026-04-09

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.91$3.9M
2026-04-08

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.87$3.9M
2026-04-07

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.61$3.6M
2026-04-06

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.73$3.7M
2026-04-02

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.69$3.7M
2026-04-01

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.63$3.6M
2026-03-31

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.55$3.6M
2026-03-30

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.52$3.5M
2026-03-27

Ishbia Mat / SFS HOLDING CORP

President and CEO

Sale1,000,574$3.49$3.5M

Source: SEC Form 4 filings. Officers, directors, and 10%+ owners must disclose share transactions within two business days. RSU grants and tax-withholding rows are excluded by default — compensation activity is not a trading signal.

Who owns UWMC

Institutional value

$211.0M

Total shares held

60.1M

Distinct holders

158

-139 vs prior

As of

2026-03-31

Prior: 2025-12-31

Filers with $100M+ AUM disclose holdings 45 days after quarter end.

Top institutional holders

#ManagerSharesValueQoQ changeAction
1BlackRock, Inc.12.6M$45.6M+638.8K (+5.3%)Added
2VANGUARD CAPITAL MANAGEMENT LLC11.1M$40.3MNew
3VANGUARD PORTFOLIO MANAGEMENT LLC9.6M$34.7MNew
4BNP PARIBAS FINANCIAL MARKETS2.6M$9.3M-1.5M (-36.1%)Trimmed
5Invesco Ltd.2.4M$8.7M+890.7K (+59.4%)Added
6UBS Group AG2.0M$7.2M-1.3M (-40.2%)Trimmed
7Bank of New York Mellon Corp2.0M$7.2M-218.6K (-9.9%)Trimmed
8VANGUARD FIDUCIARY TRUST CO1.6M$5.7MNew
9NFJ INVESTMENT GROUP, LLC1.2M$4.3M+7.5K (+0.6%)Added
10Steward Partners Investment Advisory, LLC963.8K$3.5M+15 (+0.0%)Added
11Signature Equity Partners, LLC925.9K$3.4M+157.3K (+20.5%)Added
12FIRST TRUST ADVISORS LP812.9K$2.9M-3.6M (-81.6%)Trimmed
13WINTON GROUP Ltd659.2K$2.4M+575.0K (+682.9%)Added
14WELLS FARGO & COMPANY/MN634.5K$2.3M+454.0K (+251.6%)Added
15Carrera Capital Advisors550.7K$2.0M+225.4K (+69.3%)Added
16Quantbot Technologies LP524.1K$1.9M-56.9K (-9.8%)Trimmed
17Walleye Trading LLC418.6K$1.5M-145.8K (-25.8%)Trimmed
18Caprock Group, LLC405.5K$1.5M+125.8K (+45.0%)Added
19Swiss National Bank392.7K$1.4M+0 (+0.0%)No change
20Inspire Investing, LLC331.2K$1.2M+73.7K (+28.6%)Added

Source: SEC Form 13F-HR. Positions aggregated across sub-managers within each firm. Options (puts/calls) excluded — common stock only.

Top questions investors are asking

Coming once UWMC's latest filing finishes processing.