UWM Holdings (UWMC)

• Market cap: $742M
• 1 day: 1.95%
• 5 days: 5.38%
• 1 month: -13.92%
• 3 months: -25.98%
• 6 months: -28.90%
• Year to date: -16.67%
• 1 year: -25.40%
• 5 years: -51.94%
• 10 years: -51.94%
• Sector: Financials
• Industry: Mortgage Finance

About: UWM Holdings Corp engages in the origination, sale, and servicing of residential mortgage loans in the wholesale channel. The company provides independent mortgage advisors across the states and the district of Columbia.

Employees: 9,100

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

24% more first-time investments, than exits

New positions opened: 51 | Existing positions closed: 41

20% more call options, than puts

Call options by funds: $18.9M | Put options by funds: $15.8M

3% more funds holding

Funds holding: 217 [Q3] → 223 (+6) [Q4]

19% less capital invested

Capital invested by funds: $621M [Q3] → $503M (-$117M) [Q4]

21.93% less ownership

Funds ownership: 76.29% [Q3] → 54.36% (-21.93%) [Q4]

50% less funds holding in top 10

Funds holding in top 10: 2 [Q3] → 1 (-1) [Q4]

Research analyst outlook

3 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $4.50 4% downside
• Avg. target: $6.17 31% upside
• High target: $7.50 60% upside

3 analyst ratings

• positive: 1 33%
• neutral: 2 67%
• negative: 0 0%

UBS Douglas Harter 63% 1-year accuracy 20 / 32 met price target	4% downside $4.50	Neutral Upgraded	16 Apr 2025
Keefe, Bruyette & Woods Bose George 51% 1-year accuracy 23 / 45 met price target	60% upside $7.50	Outperform Upgraded	3 Mar 2025
Wedbush Jay McCanless 52% 1-year accuracy 25 / 48 met price target	38% upside $6.50	Neutral Reiterated	3 Mar 2025