UWMC RSI Chart
Last 7 days
13.1%
Last 30 days
11.1%
Last 90 days
7.0%
Trailing 12 Months
53.2%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 1.7B | 1.7B | 1.7B | 1.3B |
2022 | 2.6B | 2.7B | 2.7B | 2.4B |
2021 | 5.7B | 5.3B | 4.2B | 3.0B |
2020 | 1.7B | 2.1B | 3.5B | 4.9B |
2019 | 764.6M | 935.9M | 1.1B | 1.3B |
2018 | 0 | 0 | 0 | 593.3M |
2017 | 0 | 0 | 0 | 495.3M |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Mar 01, 2024 | hubacker andrew | acquired | - | - | 7,844 | evp, cfo and cao |
Mar 01, 2024 | wilner melinda | sold (taxes) | -31,273 | 6.57 | -4,760 | evp, coo |
Mar 01, 2024 | mat ishbia | sold (taxes) | -627,547 | 6.57 | -95,517 | president and ceo |
Mar 01, 2024 | elezaj alex | acquired | - | - | 15,021 | evp, chief strategy officer |
Mar 01, 2024 | hubacker andrew | sold (taxes) | -14,999 | 6.57 | -2,283 | evp, cfo and cao |
Mar 01, 2024 | lawson laura | acquired | - | - | 10,014 | evp, chief people officer |
Mar 01, 2024 | lawson laura | sold (taxes) | -19,151 | 6.57 | -2,915 | evp, chief people officer |
Mar 01, 2024 | elezaj alex | sold (taxes) | -32,357 | 6.57 | -4,925 | evp, chief strategy officer |
Mar 01, 2024 | mat ishbia | acquired | - | - | 267,037 | president and ceo |
Mar 01, 2024 | wilner melinda | acquired | - | - | 16,356 | evp, coo |
Which funds bought or sold UWMC recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Mar 22, 2024 | PNC FINANCIAL SERVICES GROUP, INC. | reduced | -0.07 | 841,258 | 2,619,040 | -% |
Mar 21, 2024 | HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND | unchanged | - | 39,925 | 72,425 | -% |
Mar 11, 2024 | VANGUARD GROUP INC | reduced | -2.13 | 18,991,900 | 61,877,900 | -% |
Mar 08, 2024 | TRUST CO OF VERMONT | unchanged | - | 437 | 1,359 | -% |
Mar 01, 2024 | GOLDMAN SACHS GROUP INC | added | 112 | 9,302,490 | 13,675,100 | -% |
Feb 28, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -2.5 | 2,289 | 7,522 | -% |
Feb 27, 2024 | Beaird Harris Wealth Management, LLC | reduced | -74.66 | -7,133 | 4,257 | -% |
Feb 26, 2024 | Privium Fund Management B.V. | reduced | -58.12 | -1,390 | 18,945 | -% |
Feb 26, 2024 | Neo Ivy Capital Management | new | - | 272,000 | 272,000 | 0.61% |
Feb 20, 2024 | VOISARD ASSET MANAGEMENT GROUP, INC. | new | - | 6,829 | 6,829 | -% |
Unveiling UWM Holdings Corporation Class's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to UWM Holdings Corporation Class)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 135.2B | 68.5B | 15.88 | 1.97 | ||||
ICE | 78.4B | 9.9B | 33.13 | 7.92 | ||||
CME | 77.4B | 5.6B | 23.99 | 13.77 | ||||
COIN | 60.5B | 3.1B | 638.01 | 19.47 | ||||
FDS | 17.0B | 2.1B | 35.53 | 8.03 | ||||
IBKR | 11.7B | 6.2B | 4.16 | 1.88 | ||||
MID-CAP | ||||||||
JEF | 9.8B | 7.4B | 37.26 | 1.31 | ||||
HLI | 8.2B | 1.8B | 31.74 | 4.47 | ||||
EVR | 7.3B | 2.4B | 28.67 | 3 | ||||
CLSK | 4.6B | 214.4M | -56.06 | 21.35 | ||||
FRHC | 4.2B | 1.4B | 12.65 | 3.03 | ||||
SMALL-CAP | ||||||||
DFIN | 1.8B | 797.2M | 21.59 | 2.23 | ||||
AMRK | 686.8M | 10.0B | 6.22 | 0.07 | ||||
COHN | 13.5M | 83.0M | -2.3 | 0.16 | ||||
AAMC | 9.5M | 7.3M | -0.39 | 1.31 |
UWM Holdings Corporation Class News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -100.0% | - | 677 | 588 | 161 | 302 | 684 | 564 | 822 | 605 | 690 | 485 | 1,190 | 1,818 | 1,834 | 831 | 455 | 395 | 417 | - | - | - |
Operating Expenses | -5.7% | 354 | 375 | 358 | 301 | 372 | 354 | 348 | 364 | 374 | 357 | 344 | 317 | 446 | 383 | 290 | 435 | 246 | 219 | - | - | - |
EBITDA Margin | -47.2% | 0.22* | 0.42* | 0.42* | 0.40* | 0.54* | 0.58* | 0.59* | 0.58* | 0.65* | 0.72* | 0.77* | 0.78* | 0.72* | 0.61* | 0.43* | 0.35* | 0.46* | 0.16* | 0.19* | 0.24* | 0.31* |
Interest Expenses | -13.8% | 81.00 | 94.00 | 82.00 | 63.00 | 115 | 73.00 | 58.00 | 60.00 | 89.00 | 90.00 | 73.00 | 53.00 | 53.00 | 41.00 | 30.00 | 43.00 | 45.00 | 41.00 | - | - | - |
Income Taxes | -1115.3% | -7.45 | 1.00 | 1.00 | -1.00 | -6.77 | 5.00 | 1.00 | 4.00 | -7.99 | 3.00 | 1.00 | 13.00 | 1.00 | 1.00 | 1.00 | - | - | - | - | 0.00 | - |
Earnings Before Taxes | -255.2% | -468 | 302 | 230 | -139 | -69.26 | 330 | 216 | 457 | 232 | 333 | 140 | 873 | 1,373 | 1,452 | 540 | 20.00 | -24.58 | 198 | - | 1.00 | - |
EBT Margin | -131.1% | -0.06* | 0.19* | 0.20* | 0.20* | 0.39* | 0.46* | 0.46* | 0.45* | 0.53* | 0.65* | 0.72* | 0.75* | 0.69* | 0.57* | 0.35* | 0.25* | 0.32* | 0.08* | 0.10* | 0.12* | 0.15* |
Net Income | -507.9% | -74.36 | 18.00 | 229 | -138 | -319 | 12.00 | 215 | 453 | -362 | 25.00 | 139 | 676 | 1,372 | 1,451 | 539 | 20.00 | -24.58 | 198 | - | 1.00 | - |
Net Income Margin | 121.3% | 0.03* | -0.12* | -0.13* | -0.13* | 0.15* | 0.12* | 0.12* | 0.10* | 0.16* | 0.81* | 0.63* | 0.60* | 0.68* | 0.57* | 0.35* | 0.25* | 0.32* | 0.08* | 0.10* | 0.12* | 0.15* |
Free Cashflow | -199.0% | -336 | 340 | -1,849 | 1,985 | -2,550 | -553 | -400 | 11,746 | -6,216 | 572 | -7,005 | 2,627 | -1,387 | 1,633 | 403 | -649 | -692 | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | -2.7% | 11,872 | 12,204 | 12,426 | 10,948 | 13,601 | 11,890 | 11,017 | 10,991 | 22,528 | 16,481 | 16,844 | 10,373 | 11,493 | 7,908 | 4,168 | 427 | 6,654 | 5,761 | 4,867 | 3,974 | 3,080 |
Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.00 | 0.00 | 1.00 | 1.00 | 0.00 | - | - | - | - |
Cash Equivalents | -31.8% | 497 | 730 | 635 | 740 | 705 | 800 | 959 | 901 | 731 | 951 | 1,048 | 1,593 | 1,224 | 756 | 1.00 | 1.00 | 133 | - | - | - | 42.00 |
Net PPE | -0.1% | 146 | 147 | 150 | 152 | 152 | 152 | 154 | 151 | 152 | 146 | 131 | 112 | 108 | 52.00 | - | - | 61.00 | - | - | - | 49.00 |
Liabilities | 3.1% | 9,397 | 9,112 | 9,479 | 8,073 | 10,429 | 8,498 | 7,793 | 7,825 | 19,357 | 13,487 | 14,157 | 7,595 | 9,119 | 5,885 | 5,921 | 5,957 | 5,993 | 5,185 | 4,377 | 3,569 | 2,761 |
Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.00 | 5.00 | 0.00 | 1.00 | 0.00 | - | - | - | - |
Shareholder's Equity | -20.0% | 2,475 | 3,092 | 2,947 | 2,875 | 3,172 | 3,392 | 3,224 | 3,166 | 3,171 | 2,994 | 2,687 | 2,778 | 2,374 | 5.00 | 5.00 | 5.00 | 661 | 0.00 | - | - | - |
Retained Earnings | -15.0% | 111 | 130 | 120 | 122 | 143 | 141 | 138 | 139 | 142 | 130 | 109 | 113 | 2,349 | 1,998 | 0.00 | 0.00 | 636 | - | - | - | 294 |
Additional Paid-In Capital | 14.7% | 2.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 0.00 | 0.00 | 0.00 | - | 25.00 | 25.00 | 5.00 | 5.00 | 25.00 | - | - | - | 25.00 |
Shares Outstanding | 0.1% | 93.00 | 93.00 | 93.00 | 93.00 | 92.00 | 92.00 | 93.00 | 92.00 | 101 | 102 | 103 | 103 | - | - | - | - | 12.00 | - | - | - | - |
Minority Interest | -20.2% | 2,362 | 2,960 | 2,825 | 2,751 | 3,028 | 3,250 | 3,085 | 3,027 | 3,029 | 2,864 | 2,577 | 2,665 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | 519 | - | - | - | 327 | - | - | - | 774 | - | - | - | 428 | - | - | - | - | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -195.2% | -329,269 | 345,903 | -1,844,312 | 1,992,922 | -2,544,640 | -547,879 | -391,062 | 11,751,763 | -6,203,104 | 592,098 | -6,982,974 | 2,637,017 | -1,333,746 | 1,610,968 | 415,279 | -636,089 | -691,159 | -86.01 | - | - | - |
Share Based Compensation | 3.6% | 3,961 | 3,822 | 3,567 | 2,482 | 2,055 | 1,986 | 1,676 | 1,828 | 2,014 | 2,126 | 2,327 | - | - | - | - | - | - | - | - | - | - |
Cashflow From Investing | -69.5% | 177,636 | 581,618 | 426,339 | 644,369 | 145,770 | 341,985 | 192,093 | 610,498 | 10,182 | 219,134 | -22,332 | -7,233 | 17,765 | -23,227 | 4,888 | 232,456 | 21,495 | - | - | - | - |
Cashflow From Financing | 90.3% | -80,515 | -832,481 | 1,312,486 | -2,602,126 | 2,304,234 | 46,772 | 256,451 | -12,192,175 | 5,973,100 | -908,499 | 6,460,820 | -2,260,958 | 1,784,023 | -1,403,183 | 94,863 | 326,557 | 621,569 | 175 | - | - | - |
Dividend Payments | 0.6% | 9,365 | 9,311 | 9,310 | 9,258 | 9,258 | 9,253 | 9,254 | 9,171 | 10,087 | 10,237 | 10,310 | - | - | - | - | - | - | - | - | - | - |
Buy Backs | - | - | - | - | - | - | - | - | - | 54,882 | 14,847 | 6,148 | - | - | - | - | - | - | - | - | - | - |
CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenue | |||
Loan production income | $ 1,000,547 | $ 981,988 | $ 2,585,807 |
Loan servicing income | 818,703 | 792,072 | 638,738 |
Change in fair value of mortgage servicing rights | (854,148) | 284,104 | (587,813) |
Gain on sale of mortgage servicing rights | 0 | 0 | 1,791 |
Interest income | 346,225 | 314,462 | 331,770 |
Total revenue, net | 1,311,327 | 2,372,626 | 2,970,293 |
Expenses | |||
Salaries, commissions and benefits | 530,231 | 552,886 | 697,680 |
Direct loan production costs | 104,262 | 90,369 | 72,952 |
Marketing, travel, and entertainment | 84,515 | 74,168 | 62,472 |
Depreciation and amortization | 46,146 | 45,235 | 35,098 |
General and administrative | 170,423 | 179,549 | 133,334 |
Servicing costs | 131,792 | 166,024 | 108,967 |
Interest expense | 320,256 | 305,987 | 304,656 |
Other expense (income) | (5) | 23,739 | (23,107) |
Total expenses | 1,387,620 | 1,437,957 | 1,392,052 |
Earnings (loss) before income taxes | (76,293) | 934,669 | 1,578,241 |
Provision (benefit) for income taxes | (6,511) | 2,811 | 9,841 |
Net income (loss) | (69,782) | 931,858 | 1,568,400 |
Net income (loss) attributable to non-controlling interests | (56,552) | 890,143 | 1,469,955 |
Net income (loss) attributable to UWM Holdings Corporation | $ (13,230) | $ 41,715 | $ 98,445 |
Earnings (loss) per share of Class A common stock (see Note 20): | |||
Basic (in usd per share) | $ (0.14) | $ 0.45 | $ 0.98 |
Diluted (in usd per share) | $ (0.14) | $ 0.45 | $ 0.66 |
Weighted average shares outstanding: | |||
Basic (in shares) | 93,245,373 | 92,475,170 | 100,881,094 |
Diluted (in shares) | 93,245,373 | 92,475,170 | 1,603,157,640 |
CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Assets | ||
Cash and cash equivalents | $ 497,468 | $ 704,898 |
Mortgage loans at fair value | 5,449,884 | 7,134,960 |
Derivative assets | 33,019 | 82,869 |
Investment securities at fair value, pledged | 110,352 | 113,290 |
Accounts receivable, net | 512,070 | 383,147 |
Mortgage servicing rights | 4,026,136 | 4,453,261 |
Premises and equipment, net | 146,417 | 152,477 |
Operating lease right-of-use asset, net (includes $97,596 and $102,322 with related parties) | 99,125 | 104,181 |
Finance lease right-of-use asset (includes $24,802 and $26,867 with related parties) | 29,111 | 42,218 |
Loans eligible for repurchase from Ginnie Mae | 856,856 | 345,490 |
Other assets | 111,416 | 83,834 |
Total assets | 11,871,854 | 13,600,625 |
Liabilities and equity | ||
Warehouse lines of credit | 4,902,090 | 6,443,992 |
Derivative liabilities | 40,781 | 49,748 |
Secured lines of credit | 750,000 | 750,000 |
Borrowings against investment securities | 93,814 | 101,345 |
Accounts payable, accrued expenses and other | 469,101 | 439,719 |
Accrued distributions and dividends payable | 159,572 | 159,465 |
Senior notes | 1,988,267 | 1,984,336 |
Operating lease liability (includes $104,495 and $109,473 with related parties) | 106,024 | 111,332 |
Finance lease liability (includes $26,260 and $27,857 with related parties) | 30,678 | 43,505 |
Loans eligible for repurchase from Ginnie Mae | 856,856 | 345,490 |
Total liabilities | 9,397,183 | 10,428,932 |
Equity | ||
Preferred stock, $0.0001 par value - 100,000,000 shares authorized, none issued and outstanding as of December 31, 2023 or December 31, 2022 | 0 | 0 |
Additional paid-in capital | 1,702 | 903 |
Retained earnings | 110,690 | 142,500 |
Non-controlling interest | 2,362,119 | 3,028,131 |
Total equity | 2,474,671 | 3,171,693 |
Total liabilities and equity | 11,871,854 | 13,600,625 |
Common Class A | ||
Equity | ||
Common stock, $0.0001 par value | 10 | 9 |
Common Class B | ||
Equity | ||
Common stock, $0.0001 par value | 0 | 0 |
Common Class C | ||
Equity | ||
Common stock, $0.0001 par value | 0 | 0 |
Common Class D | ||
Equity | ||
Common stock, $0.0001 par value | $ 150 | $ 150 |
 | Mr. Mathew R. Ishbia |
---|---|
 | www.uwm.com |
 | 6000 |