Quantinno Capital Management LP lowered its position in UWM Holdings Corporation (NYSE:UWMC – Free Report) by 80.4% in the first quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 119,730 shares of the company’s stock after selling 490,397 shares during the quarter. Quantinno Capital Management LP’s holdings in UWM were worth $433,000 as of its most recent filing with the Securities and Exchange Commission.
Several other large investors have also modified their holdings of the company. Dimensional Fund Advisors LP grew its position in shares of UWM by 4.4% during the fourth quarter. Dimensional Fund Advisors LP now owns 55,509 shares of the company’s stock worth $243,000 after acquiring an additional 2,329 shares during the last quarter. Public Employees Retirement System of Ohio raised its position in UWM by 4.9% in the 4th quarter. Public Employees Retirement System of Ohio now owns 51,423 shares of the company’s stock valued at $225,000 after purchasing an additional 2,407 shares during the last quarter. Allworth Financial LP raised its position in UWM by 62.5% in the 4th quarter. Allworth Financial LP now owns 6,765 shares of the company’s stock valued at $30,000 after purchasing an additional 2,602 shares during the last quarter. Fortem Financial Group LLC boosted its stake in UWM by 29.5% during the 4th quarter. Fortem Financial Group LLC now owns 16,685 shares of the company’s stock worth $73,000 after purchasing an additional 3,800 shares during the period. Finally, Evergreen Capital Management LLC boosted its stake in UWM by 16.5% during the 4th quarter. Evergreen Capital Management LLC now owns 30,192 shares of the company’s stock worth $135,000 after purchasing an additional 4,279 shares during the period. 53.59% of the stock is owned by institutional investors and hedge funds.
Analysts Set New Price Targets
A number of research firms have commented on UWMC. Citizens Jmp upgraded shares of UWM from a “market perform” rating to an “outperform” rating and set a $3.00 price objective on the stock in a research note on Wednesday, July 29th. Zacks Research downgraded shares of UWM from a “hold” rating to a “strong sell” rating in a research note on Wednesday, August 5th. BTIG Research lowered their price target on UWM from $4.00 to $2.00 and set a “buy” rating on the stock in a report on Friday, August 7th. Citigroup upgraded UWM to an “outperform” rating in a research report on Wednesday, July 29th. Finally, Wall Street Zen downgraded UWM from a “hold” rating to a “sell” rating in a research note on Saturday, August 15th. Six analysts have rated the stock with a Buy rating, six have assigned a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $4.01.
Trending Headlines about UWM
Here are the key news stories impacting UWM this week:
- Neutral Sentiment: Several firms, including Rosen, Kaplan Fox, Robbins Geller, and Bleichmar Fonti & Auld, issued substantially similar notices regarding the pending lawsuit. Investors are being advised about the lead-plaintiff deadline—generally October 13, 2026, although Faruqi & Faruqi cited October 12—and may seek compensation through contingency-fee arrangements. These announcements are largely procedural and do not represent a new company operating update. Rosen securities class action notice
- Negative Sentiment: The lawsuit alleges that UWM and certain executives made false or misleading statements by failing to disclose that the company had an over-hedged mortgage-servicing-rights position. The allegations concern a reported approximately $603.2 million derivatives loss connected with UWM’s failed effort to acquire Two Harbors Investment Corp. SueWallSt UWM lawsuit notice
- Negative Sentiment: Investor notices state that UWMC shares fell sharply after the loss disclosure and that UWM agreed to a plan expected to significantly dilute existing shareholders. The stock is now well below its 50-day and 200-day moving averages, reinforcing continued investor concern about litigation exposure, dilution, and financial performance. Hagens Berman UWM class action notice
UWM Stock Performance
NYSE:UWMC opened at $1.41 on Friday. The firm’s fifty day moving average price is $1.90 and its 200 day moving average price is $3.09. UWM Holdings Corporation has a 1-year low of $0.93 and a 1-year high of $7.14. The company has a debt-to-equity ratio of 6.05, a current ratio of 1.64 and a quick ratio of 1.64. The firm has a market cap of $2.25 billion, a price-to-earnings ratio of -17.56 and a beta of 1.78.
UWM (NYSE:UWMC – Get Free Report) last announced its quarterly earnings data on Thursday, August 6th. The company reported ($0.23) EPS for the quarter, missing analysts’ consensus estimates of $0.07 by ($0.30). UWM had a negative return on equity of 6.20% and a negative net margin of 1.04%.The firm had revenue of $162.13 million for the quarter, compared to analysts’ expectations of $727.46 million. On average, sell-side analysts expect that UWM Holdings Corporation will post 0.24 EPS for the current year.
About UWM
United Wholesale Mortgage (NYSE: UWMC) is a leading mortgage lender in the United States specializing in the wholesale channel. The company partners with independent mortgage brokers, community banks and credit unions to offer a full suite of residential mortgage products. Through its network of third-party originators, United Wholesale Mortgage underwrites, funds and closes loans, allowing its partners to focus on customer acquisition and service.
The company’s product offerings include conventional fixed- and adjustable-rate mortgages, Federal Housing Administration (FHA) loans, Veterans Affairs (VA) loans, U.S.
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