Financials · Mortgage Bankers & Loan Correspondents · NYSE · CIK 1783398 · FYE Dec 31 · Prices AT CLOSE 2026-08-21 (USD) Last $1.40 · Day −1.41% · Mkt cap $2.2B · P/E (FY) 11.7× · 1Y −71.0% · Off 52W high −80.4% · Vol (1Y) 67.5% Price2023-08-21 → 2026-08-21 UWMC close: $5.57 on 2023-08-21 to $1.40 on 2026-08-21. Split-adj closes · 240 of 1,379 · price returnⓘ At a glance | Short interest4.9% of sh out | | Days to cover5.3d | | 13F net flow (QoQ)+5.44% | | Top-10 13F concentration51.9% | | Next report (est.)2026-11-06 |
SI 2026-07-31 · 13F 2026-Q1ⓘ Key fundamentalsFY 2025 | P/E (FY)11.7× | | Sales (TTM)$3.58B | | Earnings (TTM)-$37.1M | | Net margin0.9% | | EPS growth 3Y−35.6% | | Sales growth 3Y10.0% |
FY ratios · TTM sales/earnings (USD)ⓘ Trailing returns | YTD−65.6% | | 1Y−71.0% | | 3Y−68.0% | | 5Y−71.7% | | Since incept. (ann.)−21.2% |
Total return · from 2021-02-22ⓘ Risk | Ann. volatility (1Y)67.5% | | Ann. volatility (3Y)55.2% | | Sharpe (1Y)−1.53 | | Sharpe (3Y)−0.40 | | Max drawdown (1Y)−80.7% | | Max drawdown (3Y)−84.9% | | Beta (3Y vs SPY)1.60 |
Daily returns, ann.ⓘ Top institutional holders13F 2026-Q1 | Manager | Shares | Value | % sh out | QoQ |
|---|
| FMR LLC | 26.5M | $96M | 8.99% | +65.6% | | BlackRock, Inc. | 12.6M | $46M | 4.27% | +5.3% | | VANGUARD CAPITAL MANAGEMENT LLC | 11.1M | $40M | 3.78% | new | | Freestone Grove Partners LP | 9.8M | $35M | 3.31% | new | | VANGUARD PORTFOLIO MANAGEMENT LLC | 9.6M | $35M | 3.25% | new | | KING STREET CAPITAL MANAGEMENT, L.P. | 7.8M | $28M | 2.64% | +69.8% | | TWO SIGMA INVESTMENTS, LP | 7.7M | $28M | 2.61% | +29.6% | | BANK OF AMERICA CORP /DE/ | 7.0M | $25M | 2.36% | +127.4% |
Δ vs 2025-Q4ⓘ Latest reported quarterslast report 2026-08-06 | Period end | Reported | EPS | EPS YoY | Revenue | Rev YoY |
|---|
| 2026-06-30 | 2026-08-06 | −$0.24 | −318.2% | $888.0M | +17.0% | | 2026-03-31 | 2026-05-06 | $0.09 | — | $901.4M | +47.0% | | 2025-12-31 | 2026-02-25 | — | — | $945.2M | +31.2% | | 2025-09-30 | 2025-11-06 | −$0.01 | — | $843.3M | +13.1% |
As-reported XBRL · next 2026-11-06 est.ⓘ Basis & disclosures - EOD closes · nothing imputed or averaged · absent “—”
- As-of differs by block · 13F = US long, 45+d lag, LOWER bound
- Not investment advice · no recommendation, price target or solicitation
- EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
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