Company Dossier · Financials
United Wholesale Mortgage
- Russell 1000
What United Wholesale Mortgage is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $3.58 billion, up 26% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: −$4.92 billion.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.06 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $1.00 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (August 6, 2026): sentiment 0.60 on a −1 to +1 scale (mixed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed February 25, 2026): 3 risk factors added, 2 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q2 2026: $99.2 million on the open market.SEC Form 4
- H-1B filings certified in Q2 2026: 53 (71 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →No bond term sheets or tagged debt on file for United Wholesale Mortgage yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ)third_quarter 2026 · $0.1 million
- Oct 20, 2026LobbyingLobbying report (FORBES-TATE)third_quarter 2026 · $0.0 million
- Aug 6, 20268-KMaterial agreement signedItem 1.01
- Aug 6, 20268-KDirector or officer changeItem 5.02
- Jul 20, 2026LobbyingLobbying report (FORBES-TATE)second_quarter 2026 · $0.1 million
- Jul 15, 2026LobbyingLobbying report (BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ)second_quarter 2026 · $0.1 million
- Jun 3, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ)first_quarter 2026 · $0.1 million
- Apr 20, 2026LobbyingLobbying report (FORBES-TATE)first_quarter 2026 · $0.1 million
- Feb 25, 202610-KAnnual report (10-K)3 risk factors added, 2 removed
- Jan 18, 2026LobbyingLobbying report (FORBES-TATE)fourth_quarter 2025 · $0.1 million
- Jan 16, 2026LobbyingLobbying report (BAKER DONELSON BEARMAN CALDWELL & BERKOWITZ)fourth_quarter 2025 · $0.1 million
- Dec 29, 20258-KDelisting notice or listing transferItem 3.01
- Dec 19, 20258-KMaterial agreement signedItem 1.01
- Sep 16, 20258-KMaterial agreement signedItem 1.01
- Sep 10, 20258-KMaterial agreement signedItem 1.01
- Jun 6, 20258-KShareholder vote resultsItem 5.07
- Mar 31, 20258-KDirector or officer changeItem 5.02
- Feb 26, 202510-KAnnual report (10-K)2 risk factors added, 3 removed
- Dec 16, 20248-KMaterial agreement signedItem 1.01
- Dec 6, 20248-KMaterial agreement signedItem 1.01
- Feb 28, 202410-KAnnual report (10-K)2 risk factors added, 3 removed
Peers
Companies in the same sector in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Carlyle Group (The) CG | $3.6B | −$4.1B | Jun 30, 2026 |
| First Horizon Corporation FHN | $3.5B | $1.0B | Jun 30, 2026 |
| MSCI MSCI | $3.4B | $1.6B | Sep 30, 2026 |
| Primerica PRI | $3.4B | — | Jun 30, 2026 |
| White Mountains Insurance Group WTM | $3.8B | — | Jun 30, 2026 |
| Lazard LAZ | $3.3B | $0.5B | Mar 31, 2026 |
| Loews Corporation L | $3.3B | $1.8B | Jun 30, 2026 |
| Ryan Specialty RYAN | $3.2B | $0.6B | Jun 30, 2026 |
Identity
- SEC CIK
- 1783398
- Wikidata
- Q110877094