UWM Holdings (UWMC)

• Market cap: $845M
• 1 day: -2.01%
• 5 days: -5.81%
• 1 month: -18.57%
• 3 months: -5.14%
• 6 months: -35.77%
• Year to date: -5.14%
• 1 year: -18.45%
• 5 years: -45.30%
• 10 years: -45.30%
• Sector: Financials
• Industry: Mortgage Bankers & Loan Correspondents

Fund manager confidence

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

32% more repeat investments, than reductions

Existing positions increased: 86 | Existing positions reduced: 65

22% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 41

20% more call options, than puts

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

2% more funds holding

Funds holding: 217 [Q3] → 222 (+5) [Q4]

19% less capital invested

Capital invested by funds: $622M [Q3] → $503M (-$119M) [Q4]

22.05% less ownership

Funds ownership: 76.38% [Q3] → 54.32% (-22.05%) [Q4]

50% less funds holding in top 10

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

Research analyst outlook

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

• Low target: $6.50 21% upside
• Avg. target: $7 31% upside
• High target: $7.50 40% upside

2 analyst ratings

• positive: 1 50%
• neutral: 1 50%
• negative: 0 0%

Keefe, Bruyette & Woods Bose George 68% 1-year accuracy 28 / 41 met price target	40% upside $7.50	Outperform Upgraded	3 Mar 2025
Wedbush Jay McCanless 70% 1-year accuracy 42 / 60 met price target	22% upside $6.50	Neutral Reiterated	3 Mar 2025