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OTC · Finance

Uwharrie Capital Corp (UWHR)

Operating cash flow minus capital spending left $8.2M of free cash flow in fiscal 2025. At June 30, 2026 it held $91.7M in cash against $30.1M of debt. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on August 11, 2026.

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What Uwharrie Capital Corp does

Uwharrie Capital Corp is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on OTC under the ticker UWHR.

Revenue and profit by year

Fiscal years as reported in annual reports. Amounts in USD.

Key figures

Full financial statements: income, balance sheet and cash flow

Latest SEC filings

What Uwharrie Capital Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.

1. August 21, 2026
   Quarterly results 8-K
2. August 11, 2026
   Quarterly report 10-Q · period to June 30, 2026Diluted EPS $0.53 versus $0.37.
3. July 22, 2026
   Quarterly results 8-K
4. July 14, 2026
   Employee plan annual report 11-K
5. June 29, 2026
   Form NT 11-K filing NT 11-K
6. May 22, 2026
   Quarterly results 8-K
7. May 20, 2026
   Shareholder vote results 8-K
8. May 5, 2026
   Quarterly report 10-Q · period to March 31, 2026Diluted EPS $0.43 versus $0.33.
9. April 29, 2026
   Annual report to shareholders ARS
10. April 29, 2026
    Additional proxy material DEFA14A

Recent insider filings (Forms 3, 4 and 144): 10, the latest on September 24, 2026. Insider transactions on SEC

Insider trades

What the people running Uwharrie Capital Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.

Insiders sold $103.2K worth of shares in the last 90 days and bought none on the open market.

All insider filings on SEC.gov · Where insiders are buying across the market

Who owns UWHR

Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.

5% holders

Anyone who owns more than 5% of a class of shares must say so on Schedule 13D (if they may seek to influence the company) or 13G (a passive holder). The latest filing of each holder is shown: 13G filings of the last 2 years, 13D of the last 3.

We have not read this company's Schedule 13D and 13G filings yet.

Largest institutional holders

No Form 13F positions imported for this company yet.

Insiders

Reported holdings of insiders who filed a Form 4 in the last 12 months: the shares each one held after their latest reported transaction. This is not the total held by all insiders.

7 insiders reported holding 46,398 shares in total, about $686.7K at the last price.

Schedule 13D/13G filings on SEC.gov

All filings on SEC EDGAR

Questions about UWHR

What does Uwharrie Capital Corp do?

Uwharrie Capital Corp is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on OTC under the ticker UWHR.

Is Uwharrie Capital Corp profitable?

Yes. Over the twelve months to June 30, 2026 it reported net income of $12.5M.

When did Uwharrie Capital Corp last report?

Its most recent periodic report is the quarterly report (10-Q) filed on August 11, 2026. It covers the period to June 30, 2026. Its newest filing of any kind is the insider trade from September 24, 2026.

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Where the numbers come from

Financial figures are the values Uwharrie Capital Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.

Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.