Luxor Capital Group LP Takes Position in UWM Holdings Corporation $UWMC

Luxor Capital Group LP purchased a new position in UWM Holdings Corporation (NYSE:UWMC) during the third quarter, according to its most recent 13F filing with the Securities and Exchange Commission. The firm purchased 1,227,139 shares of the company’s stock, valued at approximately $7,473,000. UWM comprises 0.4% of Luxor Capital Group LP’s holdings, making the stock its 29th largest position.

Several other large investors also recently modified their holdings of the company. Vanguard Group Inc. increased its position in UWM by 6.2% during the third quarter. Vanguard Group Inc. now owns 17,282,688 shares of the company’s stock valued at $105,252,000 after acquiring an additional 1,010,907 shares during the last quarter. Balyasny Asset Management L.P. boosted its position in UWM by 116.6% in the second quarter. Balyasny Asset Management L.P. now owns 5,991,072 shares of the company’s stock worth $24,803,000 after purchasing an additional 3,224,806 shares during the last quarter. Bank of America Corp DE grew its stake in shares of UWM by 40.5% during the 3rd quarter. Bank of America Corp DE now owns 5,279,523 shares of the company’s stock valued at $32,152,000 after purchasing an additional 1,520,923 shares during the period. Two Sigma Investments LP grew its stake in shares of UWM by 165.5% during the 3rd quarter. Two Sigma Investments LP now owns 4,988,898 shares of the company’s stock valued at $30,382,000 after purchasing an additional 3,109,591 shares during the period. Finally, 683 Capital Management LLC purchased a new stake in shares of UWM during the 2nd quarter valued at about $19,872,000. Institutional investors own 53.59% of the company’s stock.

Wall Street Analyst Weigh In

A number of equities research analysts have recently issued reports on UWMC shares. Jefferies Financial Group set a $4.40 price objective on shares of UWM in a research report on Wednesday, February 25th. Wall Street Zen upgraded UWM from a “strong sell” rating to a “hold” rating in a research report on Saturday, February 28th. The Goldman Sachs Group set a $5.00 price target on UWM in a research report on Tuesday, January 6th. Compass Point began coverage on UWM in a research note on Tuesday, March 10th. They issued a “buy” rating and a $8.50 price objective on the stock. Finally, Keefe, Bruyette & Woods lowered their price objective on UWM from $6.75 to $6.00 and set a “market perform” rating on the stock in a research report on Friday, February 27th. Three equities research analysts have rated the stock with a Buy rating, six have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat, UWM presently has an average rating of “Hold” and a consensus price target of $6.49.

UWM Stock Performance

Shares of NYSE UWMC opened at $3.64 on Tuesday. The stock has a market cap of $5.82 billion, a PE ratio of 60.58 and a beta of 1.90. UWM Holdings Corporation has a 1 year low of $3.62 and a 1 year high of $7.14. The firm has a fifty day moving average price of $4.87 and a 200-day moving average price of $5.33. The company has a debt-to-equity ratio of 2.64, a current ratio of 1.52 and a quick ratio of 1.52.

UWM (NYSE:UWMC) last released its earnings results on Wednesday, February 25th. The company reported $0.08 earnings per share for the quarter, missing analysts’ consensus estimates of $0.09 by ($0.01). The firm had revenue of $945.25 million for the quarter, compared to analysts’ expectations of $759.12 million. UWM had a net margin of 0.87% and a negative return on equity of 1.35%. Equities analysts anticipate that UWM Holdings Corporation will post 0.2 earnings per share for the current fiscal year.

UWM Dividend Announcement

The firm also recently declared a quarterly dividend, which will be paid on Thursday, April 9th. Shareholders of record on Thursday, March 19th will be issued a dividend of $0.10 per share. The ex-dividend date of this dividend is Thursday, March 19th. This represents a $0.40 dividend on an annualized basis and a yield of 11.0%. UWM’s dividend payout ratio (DPR) is currently 666.67%.

Insider Buying and Selling

In other news, CEO Ishbia Mat sold 1,000,574 shares of the business’s stock in a transaction dated Monday, March 16th. The stock was sold at an average price of $3.70, for a total value of $3,702,123.80. Following the transaction, the chief executive officer directly owned 12,335,597 shares in the company, valued at $45,641,708.90. The trade was a 7.50% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Insiders sold 20,839,274 shares of company stock worth $99,204,360 over the last quarter. 94.11% of the stock is owned by company insiders.

Key Stories Impacting UWM

Here are the key news stories impacting UWM this week:

• Positive Sentiment: BTIG reiterated a Buy with a $10 price target after UWM raised its revenue outlook ahead of the planned merger vote — a bullish analyst view that supports upside if the merger clears. BTIG Reiterates Buy Rating on UWM Holdings (UWMC)
• Positive Sentiment: Unusually large call-option buying was reported (about 15,889 calls, ~92% above typical volume), indicating short-term speculative bullish positioning that can prop up demand and intraday price support.
• Neutral Sentiment: UWM declared a quarterly dividend of $0.10 (ex-dividend Mar 19), implying an ~11% yield but an extremely high payout ratio (666%), making the dividend attractive for income seekers but potentially unsustainable. UWM Insider/Dividend Details
• Neutral Sentiment: Valuation/coverage notes show mixed analyst targets (consensus ~ $6.49) — some firms see meaningful upside while others remain cautious, reflecting execution and deal-related risk. A Look At UWM Holdings (UWMC) Valuation
• Negative Sentiment: Two Harbors adjourned its shareholder meeting after missing a quorum, delaying the merger vote and raising near-term uncertainty about the planned Two Harbors–UWM deal — a direct negative on UWM’s strategic upside. Two Harbors postpones vote on UWM merger after quorum miss
• Negative Sentiment: CEO Mat Ishbia executed large, repeated stock sales this month (multiple Form 4 filings covering millions of shares; recent blocks sold at ~$3.69–$3.70), materially reducing his stake — sizable insider selling tends to weigh on investor sentiment and can pressure the share price. SEC filing: SEC Form 4

UWM Profile

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.