UWMC RSI Chart
Last 7 days
0.7%
Last 30 days
17.2%
Last 90 days
4.2%
Trailing 12 Months
39.4%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 0 | 0 | 0 | 0 |
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 |
---|---|---|---|---|---|---|
May 16, 2024 | COMERICA BANK | unchanged | - | 30.00 | 1,960 | -% |
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -4.99 | -23,719 | 649,218 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | reduced | -22.65 | -564,352 | 2,065,760 | -% |
May 16, 2024 | Global Financial Private Client, LLC | new | - | 3,293 | 3,293 | -% |
May 15, 2024 | Point72 Asset Management, L.P. | new | - | 296,934 | 296,934 | -% |
May 15, 2024 | Tower Research Capital LLC (TRC) | unchanged | - | - | 8.00 | -% |
May 15, 2024 | QUADRANT CAPITAL GROUP LLC | reduced | -4.32 | -1,556 | 53,020 | -% |
May 15, 2024 | JANUS HENDERSON GROUP PLC | added | 0.02 | 4,762 | 284,782 | -% |
May 15, 2024 | PDT Partners, LLC | reduced | -0.25 | 3,325 | 262,870 | 0.03% |
May 15, 2024 | Cetera Investment Advisers | sold off | -100 | -100,100 | - | -% |
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 | 150.8B | 67.8B | 16.02 | 2.22 | ||||
ICE | 79.4B | 9.7B | 32.02 | 8.17 | ||||
CME | 76.5B | 5.7B | 23.72 | 13.5 | ||||
COIN | 50.4B | 4.0B | 37.36 | 12.69 | ||||
FDS | 17.1B | 2.2B | 34.96 | 7.94 | ||||
IBKR | 13.3B | 6.1B | 4.56 | 2.18 | ||||
MID-CAP | ||||||||
JEF | 10.0B | 8.2B | 34.69 | 1.22 | ||||
HLI | 8.6B | 1.8B | 33.31 | 4.69 | ||||
EVR | 7.8B | 2.5B | 30.35 | 3.19 | ||||
FRHC | 4.4B | 1.4B | 13.26 | 3.18 | ||||
CLSK | 3.7B | 283.6M | 57.45 | 12.87 | ||||
SMALL-CAP | ||||||||
DFIN | 1.9B | 802.0M | 18.98 | 2.36 | ||||
AMRK | 887.2M | 10.3B | 11.13 | 0.09 | ||||
COHN | 21.0M | 92.7M | 3.38 | 0.23 | ||||
AAMC | 7.0M | 3.2M | -0.22 | 2.22 |
UWM Holdings Corporation Class News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -8.6% | 570 | 624 | 677 | 588 | 161 | 302 | 684 | 564 | 822 | 605 | 690 | 485 | 1,190 | 1,818 | 1,834 | 831 | 455 | 395 | 417 | - | - |
Operating Expenses | 9.0% | 386 | 354 | 375 | 358 | 301 | 372 | 354 | 348 | 364 | 374 | 357 | 344 | 317 | 446 | 383 | 290 | 435 | 246 | 219 | - | - |
EBITDA Margin | 123.7% | 0.49* | 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* | 0.22* | 0.46* | 0.16* | 0.19* | 0.24* |
Interest Expenses | 22.1% | 99.00 | 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 | 150.1% | 4.00 | -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 | 139.3% | 184 | -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 | 424.5% | 0.19* | -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* | 0.12* | 0.32* | 0.08* | 0.10* | 0.12* |
Net Income | 342.8% | 181 | -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 | 937.2% | 0.27* | 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* | 0.12* | 0.32* | 0.08* | 0.10* | 0.12* |
Free Cashflow | -557.5% | -2,209 | -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 | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 7.8% | 12,797 | 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 |
Current Assets | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 0.00 | 0.00 | 1.00 | 1.00 | 0.00 | - | - | - |
Cash Equivalents | 21.7% | 606 | 497 | 730 | 635 | 740 | 705 | 800 | 959 | 901 | 731 | 951 | 1,048 | 1,593 | 1,224 | 756 | 1.00 | 1.00 | 133 | - | - | - |
Net PPE | -0.8% | 145 | 146 | 147 | 150 | 152 | 152 | 152 | 154 | 151 | 152 | 146 | 131 | 112 | 108 | 52.00 | - | - | 61.00 | - | - | - |
Liabilities | 10.0% | 10,340 | 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 |
Current Liabilities | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 5.00 | 5.00 | 0.00 | 1.00 | 0.00 | - | - | - |
Shareholder's Equity | -0.7% | 2,457 | 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 | 1.2% | 112 | 111 | 130 | 120 | 122 | 143 | 141 | 138 | 139 | 142 | 130 | 109 | 113 | 2,349 | 1,998 | 0.00 | 0.00 | 636 | - | - | - |
Additional Paid-In Capital | 22.5% | 2.00 | 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 | - | - | - |
Shares Outstanding | 1.2% | 94.00 | 93.00 | 93.00 | 93.00 | 93.00 | 92.00 | 92.00 | 92.00 | 92.00 | 101 | 102 | 103 | 103 | - | - | - | - | 12.00 | - | - | - |
Minority Interest | -0.8% | 2,343 | 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 | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -569.0% | -2,202,740 | -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 | 48.3% | 5,876 | 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 | 624.8% | 1,287,502 | 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 | 1371.1% | 1,023,409 | -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% | 9,365 | 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 | - | - | - | - | - | - | - | - | - |
CONDENSED CONSOLIDATED STATEMENTS OF OPERATIONS - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Revenue | ||
Loan production income | $ 298,954 | $ 205,424 |
Loan servicing income | 184,702 | 218,557 |
Change in fair value of mortgage servicing rights | (15,563) | (337,287) |
Interest income | 101,863 | 74,580 |
Total revenue, net | 569,956 | 161,274 |
Expenses | ||
Salaries, commissions and benefits | 154,241 | 121,003 |
Direct loan production costs | 31,436 | 16,483 |
Marketing, travel, and entertainment | 19,111 | 17,210 |
Depreciation and amortization | 11,340 | 11,670 |
General and administrative | 40,809 | 34,619 |
Servicing costs | 30,324 | 36,862 |
Interest expense | 98,668 | 63,284 |
Other income | (237) | (241) |
Total expenses | 385,692 | 300,890 |
Earnings (loss) before income taxes | 184,264 | (139,616) |
Provision (benefit) for income taxes | 3,733 | (1,003) |
Net income (loss) | 180,531 | (138,613) |
Net income (loss) attributable to non-controlling interests | 171,801 | (126,672) |
Net income (loss) attributable to UWM Holdings Corporation | $ 8,730 | $ (11,941) |
Earnings (loss) per share of Class A common stock (see Note 17): | ||
Basic (in usd per share) | $ 0.09 | $ (0.13) |
Diluted (in usd per share) | $ 0.09 | $ (0.13) |
Weighted average shares outstanding: | ||
Basic (in shares) | 94,365,991 | 92,920,794 |
Diluted (in shares) | 1,598,647,205 | 92,920,794 |
CONDENSED CONSOLIDATED BALANCE SHEETS - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Assets | ||
Cash and cash equivalents | $ 605,639 | $ 497,468 |
Mortgage loans at fair value | 7,338,135 | 5,449,884 |
Derivative assets | 34,050 | 33,019 |
Investment securities at fair value, pledged | 108,323 | 110,352 |
Accounts receivable, net | 554,443 | 512,070 |
Mortgage servicing rights | 3,191,803 | 4,026,136 |
Premises and equipment, net | 145,265 | 146,417 |
Operating lease right-of-use asset, net (includes $96,358 and $97,596 with related parties) | 97,801 | 99,125 |
Finance lease right-of-use asset (includes $24,286 and $24,802 with related parties) | 26,890 | 29,111 |
Loans eligible for repurchase from Ginnie Mae | 577,487 | 856,856 |
Other assets | 117,498 | 111,416 |
Total assets | 12,797,334 | 11,871,854 |
Liabilities and equity | ||
Warehouse lines of credit | 6,681,917 | 4,902,090 |
Derivative liabilities | 26,918 | 40,781 |
Secured lines of credit | 200,000 | 750,000 |
Borrowings against investment securities | 94,064 | 93,814 |
Accounts payable, accrued expenses and other | 477,765 | 469,101 |
Accrued distributions and dividends payable | 159,702 | 159,572 |
Senior notes | 1,989,250 | 1,988,267 |
Operating lease liability (includes $103,194 and $104,495 with related parties) | 104,637 | 106,024 |
Finance lease liability (includes $25,851 and $26,260 with related parties) | 28,536 | 30,678 |
Loans eligible for repurchase from Ginnie Mae | 577,487 | 856,856 |
Total liabilities | 10,340,276 | 9,397,183 |
Equity | ||
Preferred stock, $0.0001 par value - 100,000,000 shares authorized, none issued and outstanding as of March 31, 2024 or December 31, 2023 | 0 | 0 |
Additional paid-in capital | 2,085 | 1,702 |
Retained earnings | 111,980 | 110,690 |
Non-controlling interest | 2,342,834 | 2,362,119 |
Total equity | 2,457,058 | 2,474,671 |
Total liabilities and equity | 12,797,334 | 11,871,854 |
Common Class A | ||
Equity | ||
Common stock, $0.0001 par value | 9 | 10 |
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 |
---|---|
 | uwm.com |
 | Mortgage Finance |
 | 6000 |