Uwharrie Capital Corp (UWHR) Return on Investment ROI from the second quarter of 2026 to second quarter of 2025 and for the year 2026, average high and low, overall ranking from Jun 30 2026 to Jun 30 2025 - CSIMarket
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Uwharrie Capital Corp  (UWHR)
    Sector • Financial    Industry • Regional Banks
   Industry • Regional Banks
   Sector • Financial


Uwharrie Capital's ROI from its second quarter of 2026 to the second quarter of 2025 and 5 Year Period

Return on Investment, Quarterly Results, Trends, Rankings, Statistics

What is Uwharrie Capital's ROI in the second quarter of 2026?
Uwharrie Capital Corp achieved a return on average invested assets (ROI) of 3.26 % in its second quarter of 2026, which is below Uwharrie Capital's average return on investment, which stands at 3.41%.

ROI fell compared to the first quarter of 2026, despite the net income growth of 21.71% from the first quarter of 2026.

Within the Financial sector 278 other companies had a higher return on investment. While Return on investment, overall ranking has progressed in the Jun 30 2026 quarter, so far to 857, from total ROI ranking in the first quarter of 2026 at 1467.

Definition and Formula of Return on Investment



Return On Investment (Jun 30 2026)
II. Quarter
(Mar 31 2026)
I. Quarter
(Dec 31 2025)
IV. Quarter
(Sep 30 2025)
III. Quarter
(Jun 30 2025)
II. Quarter
Y / Y Investment Change TTM -37.16 % -86.2 % -89.53 % -66.96 % -41.85 %
Y / Y Net Income Change TTM 22.59 % 19.22 % 50.87 % 100.91 % 383.01 %
Investment (TTM) in Millions 1,233 128 126 122 117
Return On Investment (TTM) 3.26 % 9.73 % 9.48 % 2.83 % 1.67 %
UWHR's Overall Ranking # 857 # 1467 # 1666 # 2011 # 1951
Seq. Investment Change TTM 225.98 % 3.13 % -67.91 % -41.75 % -28.42 %
Seq. Net Income Change TTM 9.06 % 5.83 % 7.67 % -1.36 % 6.06 %
Net Income (TTM) in Millions 13 12 11 11 11




Return On Investment UWHR's Ranking
Within: No.
Industry # 58
Sector # 279
Overall # 857

Return On Investment Statistics
High Average Low
13.56 %
3.41 %
0.25 %
(Mar 31 2021)   (Sep 30 2013)







Financial Statements
Uwharrie Capital's II. Quarter Investments $ 1,233 Millions UWHR's Balance sheet
Uwharrie Capital's II. Quarter Income $ 4 Millions Quarterly UWHR's Income Statement
UWHR's Income by Division See UWHR's Income by Division


UWHR Annual Return On Investment (Dec 31 2025)
2025
(Dec 31 2024)
2024
(Dec 31 2023)
2023
(Dec 31 2022)
2022
(Dec 31 2021)
2021
Total Investments in Millions 1,207 1,139 1,083 1,030 112
Y / Y Investment Growth 5.93 % 5.19 % 5.15 % 815.73 % 19.04 %
Net Income in Millions 11 10 9 8 10
Y / Y Net Income Growth 14.58 % 15.26 % 4.21 % -18.19 % 24.37 %
Annual Return On Investment 0.94 % 0.87 % 0.79 % 0.8 % 8.96 %


Annual Roi Comment
In the fiscal year 2025 ROI improved to 0.94 % compared to the prior year, due to net income growth.

Definition and Formula of Return on Investment

Other ROI Ratios
Regional Banks Industry Roi Trends and Statistics
Financial Sector Return On Investment Statistics
Roi Trends for overall market
UWHR's Roi Ratio versus Regional Banks Industry, Financial Sector and total Market
Highest Ranking Return On Investment
Lowest Ranking Return On Investment
Subscribers only: Roi for UWHR's Competitors
Subscribers only: Roi for Uwharrie Capital's Suppliers
Subscribers only: Return On Investment for UWHR's Customers

Other Ratios
UWHR's Roa UWHR's Inventory Turnover Ratio UWHR's Growth Rates UWHR's Dividend Statistics
UWHR's Profitability Ratios UWHR's Asset Turnover Ratio UWHR's Dividend Growth
UWHR's Roe UWHR's Valuation Ratios UWHR's Financial Strength Ratios UWHR's Dividend Payout Ratio



Companies with similar Return On Investment at Jun 30 2026, within Financial Sector ROI
Kingstone Companies Inc   8.95 %
Robinhood Markets Inc   8.94 %
Amerisafe Inc   8.87 %
Omega Healthcare Investors Inc   8.79 %
Sba Communications Corporation  8.75 %
Renaissancere Holdings Ltd  8.70 %
Ategrity Specialty Insurance Company Holdings  8.70 %
Willis Towers Watson Plc  8.65 %
Cbl and Associates Properties Inc   8.56 %
Victory Capital Holdings Inc   8.32 %
Arrow Financial Corporation  8.14 %
Chicago Atlantic Real Estate Finance Inc   7.88 %
Palomar Holdings Inc   7.76 %
Berkshire Hathaway Inc  7.74 %
Carter bankshares inc   7.72 %
Lamar Advertising Co  7.63 %
The Bancorp Inc   7.54 %
First Real Estate Investment Trust Of New Jersey Inc   7.53 %
Unitedhealth Group Incorporated  7.51 %
Manhattan Bridge Capital Inc   7.41 %
Pathward Financial Inc   7.38 %
Nasdaq Inc   7.29 %
United Fire Group Inc  7.28 %
Agnc Investment Corp   7.27 %
Proshares Trust Ii  7.21 %
Pagaya Technologies Ltd   7.07 %
United States Natural Gas Fund Lp  7.05 %
Rli Corp  7.05 %
Everest Group Ltd   7.02 %
Equifax Inc  6.95 %


Date modified: 2026-09-05T15:37:53+00:00



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