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AI Earnings Predictions for UWM Holdings Corporation (UWMC)

Machine learning predictions based on historical earnings data and price patterns

Latest Prediction

BUY

1-Day Prediction

+2.71%

$1.21

100% positive prob.

5-Day Prediction

+5.90%

$1.25

100% positive prob.

20-Day Prediction

+8.07%

$1.28

95% positive prob.

Price at prediction: $1.18 Confidence: 100.0% Model AUC: 1.0000 Quarter: Q2 2026

Earnings Transcripts

SEC 8-K filings with transcript text

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2026
Q2

Q2 2026 Earnings

8-K BUY

Aug 6, 2026 · 100% conf.

AI Prediction BUY

1D

+2.71%

$1.21

Act: +8.38%

5D

+5.90%

$1.25

Act: +38.14%

20D

+8.07%

$1.28

Price: $1.18 Prob +5D: 100% AUC: 1.000
0001783398-26-000114

EX-99.1

11 q22026ex-991pressrelease.htm

EX-99.1

Document

Exhibit 99.1

UWM Holdings Corporation Announces

Second Quarter 2026 Results

Loan Origination Volume of $39.7 Billion. Total Gain Margin of 133 Basis Points

Announcement of $2.05 Billion Equity Investment

PONTIAC, MI, August 5, 2026 - UWM Holdings Corporation (NYSE: UWMC) (“UWMC” or the “Company”), the publicly traded indirect parent of United Wholesale Mortgage (“UWM”), today announced its results for the second quarter ended June 30, 2026. Total loan origination volume was $39.7 billion for the second quarter 2026. The Company reported 2Q 26 total revenue of $888.0 million, net loss of $451.9 million and adjusted EBITDA of $185.9 million. The Company also announced a $2.05 billion equity capital investment by Oaktree Capital Management and SFS Group Capital, LLC, a newly formed investment vehicle wholly owned by the Ishbia family.

Mat Ishbia, Chairman, Chief Executive Officer and President of UWMC, said, “The second quarter was another quarter where we demonstrated the scale of our origination engine and industry leadership, as well as our continued commitment to serving the broker channel. I am also excited to announce our partnership with Oaktree. We’re taking decisive action to make UWM stronger, more liquid and better positioned to win for years to come. This is not just about capital. This is about bringing in a strategic partner that understands our business, understands MSRs, understands the mortgage industry and believes in the same long-term vision we have for UWM."

Second Quarter 2026 Highlights

•Originations of $39.7 billion in 2Q26, compared to $44.9 billion in 1Q26 and $39.7 billion in 2Q25

•Purchase originations of $23.8 billion in 2Q26, compared to $18.7 billion in 1Q26 and $27.3 billion in 2Q25

•Refinance originations of $15.9 billion in 2Q26, compared to $26.3 billion in 1Q26 and $12.4 billion in 2Q25

•Total gain margin of 133 bps in 2Q26 compared to 123 bps in 1Q26 and 113 bps in 2Q25

•Total revenue of $888.0 million in 2Q26 compared to $901.4 million in 1Q26 and $758.7 million in 2Q25

•Net loss of $451.9 million in 2Q26 compared to net income of $170.4 million in 1Q26 and net income of $314.5 million in 2Q25

•Adjusted EBITDA of $185.9 million in 2Q26 compared to $160.9 million in 1Q26 and $195.7 million in 2Q25

•Total equity of $1.0 billion at June 30, 2026, compared to $1.6 billion at March 31, 2026, and $1.7 billion at June 30, 2025

•Unpaid principal balance of MSRs of $247.6 billion with a WAC of 5.93% at June 30, 2026, compared to $229.5 billion with a WAC of 5.90% at March 31, 2026, and $211.2 billion with a WAC of 5.51% at June 30, 2025

•Ended 2Q26 with approximately $1.3 billion of available liquidity, reflecting $498.4 million of cash plus available borrowing capacity under our secured and unsecured lines of credit

1

Production and Income Statement Highlights (dollars in thousands, except per share amounts)

Q2 2026

Q1 2026Q2 2025

Loan origination volume(1) $39,702,264$44,944,156 $39,744,514

Total gain margin(1)(2) 1.33%1.23 %1.13%

Total revenue $888,003 $901,427 $758,700

Net income (loss) (451,902)170,374314,479

Diluted earnings (loss) per share (0.24)0.090.11

Adjusted diluted earnings (loss) per share(3)

(0.23)N/A0.16

Adjusted net income (loss) (3) (366,756)137,154249,429

Adjusted EBITDA(3) 185,879160,909195,683

(1) Key operational metric (see discussion below)

(2) Represents total loan production income divided by loan origination volume

(3) Non-GAAP metric (see discussion and reconciliations below)

Balance Sheet Highlights as of Period-end (dollars in thousands)

Q2 2026

Q1 2026Q2 2025

Cash and cash equivalents$498,407 $423,996 $489,984

Mortgage loans at fair value9,619,076 10,991,101 8,040,310

Mortgage servicing rights5,311,465 4,591,855 3,445,195

Total assets17,940,542 19,266,244 13,886,889

Non-funding debt (1)

6,040,429 5,092,831 3,323,565

Total equity985,308 1,600,901 1,747,982

Non-funding debt to equity (1)

6.13 3.18 1.90

(1) Non-GAAP metric (see discussion and reconciliations below)

Mortgage Servicing Rights (dollars in thousands)

Q2 2026Q1 2026Q2 2025

Unpaid principal balance$247,648,881 $229,503,024 $211,237,964

Weighted average interest rate5.93 %5.90 %5.51 %

Weighted average age (months)12 17 19

Second Quarter Business and Product Highlights:

UWM LIVE!

•UWM hosted its annual UWM LIVE! event, the largest trade show in the mortgage industry, bringing together over 5,000 independent mortgage brokers and real estate agents from across the country to share industry insights, strengthen partnerships and explore new products and technology. The event highlighted UWM's continued investment in innovation and broker channel success.

Vantage Score 4.0

•UWM became the first mortgage lender to offer brokers access to both FICO® and VantageScore® for conventional loans. From inception to June 30, UWM originated $502 million in VantageScore® loans, representing 87% of all Va

2026
Q1

Q1 2026 Earnings

8-K

May 6, 2026

0001783398-26-000047

EX-99.1

2 q12026ex-991pressrelease.htm

EX-99.1

Document

Exhibit 99.1

UWM Holdings Corporation Announces

First Quarter 2026 Results

Loan Origination Volume of $44.9 Billion; Net income of $170.4 million

PONTIAC, MI, May 6, 2026 - UWM Holdings Corporation (NYSE: UWMC) (“UWMC” or the “Company”), the publicly traded indirect parent of United Wholesale Mortgage (“UWM”), today announced its results for the first quarter ended March 31, 2026. Total loan origination volume was $44.9 billion for the first quarter 2026, up 39% year-over-year, and the second-highest first quarter production in company history. The Company reported 1Q26 total revenue of $901.4 million, net income of $170.4 million and adjusted EBITDA of $160.9 million.

Mat Ishbia, Chairman, Chief Executive Officer and President of UWMC, said, “Q1 was an exceptional quarter for UWM and our second‑best first quarter of all time. The last time we delivered results of this magnitude, interest rates were nearly 50% lower, which underscores the strength, scale and resilience of our business. Our team and broker partners executed at the highest level, using UWM’s proprietary technology and AI‑powered tools like Mia to win more loans, more efficiently, every day. We continue to move ahead of schedule with bringing servicing in‑house, and regardless of whether rates stay higher or move lower, we are positioned to keep winning as we are built to perform through all cycles. This quarter is a clear proof point of that.”

First Quarter 2026 Highlights

•Originations of $44.9 billion in 1Q26, compared to $49.6 billion in 4Q25 and $32.4 billion in 1Q25

•Purchase originations of $18.7 billion in 1Q26, compared to $18.9 billion in 4Q25 and $21.7 billion in 1Q25

•Refinance originations of $26.3 billion in 1Q26, compared to $30.7 billion in 4Q25 and $10.6 billion in 1Q25

•Total gain margin of 123 bps in 1Q26 compared to 122 bps in 4Q25 and 94 bps in 1Q25

•Total revenue of $901.4 million in 1Q26 compared to $945.2 million in 4Q25 and $613.4 million in 1Q25

•Net income of $170.4 million in 1Q26 compared to net income of $164.5 million in 4Q25 and net loss of $247.0 million in 1Q25

•Adjusted EBITDA of $160.9 million in 1Q26 compared to $232.8 million in 4Q25 and $57.8 million in 1Q25

•Total equity of $1.60 billion at March 31, 2026, compared to $1.59 billion at December 31, 2025, and $1.64 billion at March 31, 2025

•Unpaid principal balance of MSRs of $229.5 billion with a WAC of 5.90% at March 31, 2026, compared to $240.8 billion with a WAC of 5.65% at December 31, 2025, and $214.6 billion with a WAC of 5.44% at March 31, 2025

•Ended 1Q26 with approximately $1.3 billion of available liquidity, reflecting $424.0 million of cash plus available borrowing capacity under our secured and unsecured lines of credit

1

Production and Income Statement Highlights (dollars in thousands, except per share amounts)

Q1 2026Q4 2025Q1 2025

Loan origination volume(1) $44,944,156$49,608,104$32,351,776

Total gain margin(1)(2) 1.23%1.22%0.94%

Total revenue $901,427 $945,247 $613,370

Net income (loss) 170,374164,484(247,028)

Diluted earnings (loss) per share 0.090.08(0.12)

Adjusted diluted earnings per share(3)

N/A

0.08N/A

Adjusted net income (loss) (3) 137,154130,561(195,300)

Adjusted EBITDA(3) 160,909232,77857,803

(1) Key operational metric (see discussion below)

(2) Represents total loan production income divided by loan origination volume

(3) Non-GAAP metric (see discussion and reconciliations below)

Balance Sheet Highlights as of Period-end (dollars in thousands)

Q1 2026Q4 2025Q1 2025

Cash and cash equivalents$423,996 $503,364 $485,024

Mortgage loans at fair value10,991,101 9,932,729 8,402,211

Mortgage servicing rights4,591,855 4,073,781 3,321,457

Total assets19,266,244 16,928,676 14,048,433

Non-funding debt (1)

5,092,831 4,292,940 3,149,687

Total equity1,600,901 1,593,629 1,635,349

Non-funding debt to equity (1)

3.18 2.69 1.93

(1) Non-GAAP metric (see discussion and reconciliations below)

Mortgage Servicing Rights (dollars in thousands)

Q1 2026Q4 2025Q1 2025

Unpaid principal balance$229,503,024 $240,813,979 $214,615,072

Weighted average interest rate5.90 %5.65 %5.44 %

Weighted average age (months)17 18 19

First Quarter Business and Product Highlights:

In-House Servicing Progress

•All new loans are now on UWM’s proprietary servicing platform and on pace to have substantially all loans serviced in-house by October 2026, ahead of the previously communicated timeline. This milestone is expected to drive meaningful improvements in borrower retention, expenses, and long-term shareholder value.

Bilt Built-In Rewards

•As part of UWM’s strategic collaboration with Bilt, a leading payments and rewards platform, UWM continues to roll out Built‑In Rewards, giving broker partners a powerful new way to differentiate themselves. With UWM now servicing loans in-house, borrowers can earn rewards automatically on every on‑time digital mortgage payment, redee

2025
Q4

Q4 2025 Earnings

8-K

Feb 25, 2026

0001783398-26-000010

EX-99.1

2 q42025ex-991pressrelease.htm

Q4 2025 EARNINGS RELEASE

Document

Exhibit 99.1

UWM Holdings Corporation Announces

Fourth Quarter & Full Year 2025 Results

Loan Origination Volume of $49.6 Billion; Largest Quarterly Originations Since 2021

PONTIAC, MI, February 25, 2026 - UWM Holdings Corporation (NYSE: UWMC) (“UWMC” or the “Company”), the publicly traded indirect parent of United Wholesale Mortgage (“UWM”), today announced its results for the fourth quarter and full year ended December 31, 2025. Total loan origination volume was $49.6 billion for the fourth quarter 2025 and $163.4 billion for the full year 2025. The Company reported 4Q25 total revenue of $945.2 million, net income of $164.5 million and adjusted EBITDA of $232.8 million. The Company reported full year 2025 total revenue of $3.2 billion, net income of $244.0 million and adjusted EBITDA of $697.3 million.

Mat Ishbia, Chairman, Chief Executive Officer and President of UWMC, said, "I am proud of our team. We had another strong quarter financially, and an outstanding year overall. We have incredible scale, a low-cost model, and, with in-house servicing, the new BILT partnership, and the pending Two Harbors acquisition, you can begin to see our vision of a closed-loop platform. These moves accelerate broker channel growth, drive borrower retention, and strengthen our leadership position. We’re prepared to win operationally, financially, and strategically in 2026 and remain focused on delivering long-term value for our shareholders, team members, brokers, and consumers."

Fourth Quarter 2025 Highlights

•Originations of $49.6 billion in 4Q25, compared to $41.7 billion in 3Q25 and $38.7 billion in 4Q24

•Purchase originations of $18.9 billion in 4Q25, compared to $25.2 billion in 3Q25 and $21.9 billion in 4Q24

•Refinance originations of $30.7 billion in 4Q25, compared to $16.5 billion in 3Q25 and $16.8 billion in 4Q24

•Total gain margin of 122 bps in 4Q25 compared to 130 bps in 3Q25 and 105 bps in 4Q24

•Total revenue of $945.2 million in 4Q25 compared to $843.3 million in 3Q25 and $720.6 million in 4Q24

•Net income of $164.5 million in 4Q25 compared to net income of $12.1 million in 3Q25 and net income of $40.6 million in 4Q24

•Adjusted EBITDA of $232.8 million in 4Q25 compared to $211.1 million in 3Q25 and $118.2 million in 4Q24

•Total equity of $1.6 billion at December 31, 2025, compared to $1.6 billion at September 30, 2025, and $2.1 billion at December 31, 2024

•Unpaid principal balance of MSRs of $240.8 billion with a WAC of 5.65% at December 31, 2025, compared to $216.0 billion with a WAC of 5.57% at September 30, 2025, and $242.4 billion with a WAC of 4.76% at December 31, 2024

•Ended 4Q25 with approximately $1.8 billion of available liquidity, reflecting $503.4 million of cash plus available borrowing capacity under our secured and unsecured lines of credit

Full Year 2025 Highlights

•Originations of $163.4 billion in 2025, compared to $139.4 billion in 2024

•Purchase originations of $93.2 billion in 2025, compared to $96.1 billion in 2024

•Refinance originations of $70.3 billion in 2025, compared to $43.4 billion in 2024

•Net income of $244.0 million in 2025, as compared to net income of $329.4 million in 2024

•Gain margin of 116 bps in 2025, compared to 110 bps in 2024

1

Production and Income Statement Highlights (dollars in thousands, except per share amounts)

Q4 2025Q3 2025Q4 2024FY 2025FY 2024

Loan origination volume(1) $49,608,104$41,742,070$38,664,357$163,446,465 $139,433,406

Total gain margin(1)(2) 1.22%1.30%1.05%1.16%1.10%

Total revenue $945,247 $843,252 $720,596$3,160,569 $2,674,126

Net income164,48412,08840,613244,023 329,375

Diluted earnings (loss) per share 0.08(0.01)0.020.12 0.13

Adjusted diluted earnings per share(3)

0.080.01N/AN/A0.16

Adjusted net income (3) 130,5619,62133,040194,311 257,303

Adjusted EBITDA(3) 232,778211,073118,159697,336 459,975

(1) Key operational metric (see discussion below)

(2) Represents total loan production income divided by loan origination volume

(3) Non-GAAP metric (see discussion and reconciliations below)

Balance Sheet Highlights as of Period-end (dollars in thousands)

Q4 2025Q3 2025Q4 2024

Cash and cash equivalents$503,364 $870,703 $507,339

Mortgage loans at fair value9,932,729 10,784,461 9,516,537

Mortgage servicing rights4,073,781 3,308,585 3,969,881

Total assets16,928,676 17,022,337 15,671,116

Non-funding debt (1)

4,292,940 3,891,125 3,401,066

Total equity1,593,629 1,587,078 2,053,848

Non-funding debt to equity (1)

2.69 2.45 1.66

(1) Non-GAAP metric (see discussion and reconciliations below).

Mortgage Servicing Rights (dollars in thousands)

Q4 2025Q3 2025Q4 2024

Unpaid principal balance$240,813,979 $216,028,448 $242,405,767

Weighted average interest rate5.65 %5.57 %4.76 %

Weighted average age (months)18 19 24

Fourth Quarter Business and Product Highlights:

Strategic Acquisition of TWO

•UWM Holdings Corporation and Two Harbors Investmen

About UWM Holdings Corporation (UWMC) Earnings

This page provides UWM Holdings Corporation (UWMC) earnings call transcripts from SEC 8-K filings along with AI-powered predictions for post-earnings price movements. Our machine learning models analyze historical earnings data, pre-earnings price patterns, volume changes, and volatility to predict 1-day, 5-day, and 20-day returns after each earnings release.

Earnings transcripts are sourced directly from SEC EDGAR filings. Predictions are generated using gradient boosting models trained on UWMC's historical earnings reactions. All predicted returns are shown as percentages, and predicted prices are calculated from the closing price at the time of prediction. Past performance does not guarantee future results.

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