UWM Holdings.
Wholesale Mortgage Lender
- Reports this week
- 0
- Active events
- 0
- Connections
- 53
What's happening
Earlier this month
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UWM Holdings launched a rights offering filing with the SEC, KBW downgraded its stock, and it altered its use of FICO scores and Freddie Mac loan policies.Some support1 report
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United Wholesale Mortgage is the nation's largest home mortgage lender, owned by UWM Holdings and headquartered in Pontiac, Michigan.Well supported9 reports1 development inside
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Oaktree invested in UWM Holdings, UWM failed to acquire Two Harbors, and Mat Ishbia was approved as majority owner of the Phoenix Suns.Well supported3 reports4 developments inside
One to three months ago
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Investor rights law firm handles a class action lawsuit involving UWM Holdings.Some support2 reports
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CrossCountry Mortgage offered a bid for Two Harbors, and UWM Holdings planned to acquire the company.Some support1 report2 developments inside
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UWM Holdings and CrossCountry Mortgage finalized an all-stock merger agreement valued at $1.3 billion amid competing offers.Some support1 report
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Phillip Kim represents investors in a lawsuit filed against UWM Holdings.Some support2 reports
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Bond filed a lawsuit against UWM Holdings on August 14, 2026.Some support2 reports
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CCM, Two Harbors Investment Corp., and United Wholesale Mortgage are involved in a competitive acquisition process, submitting filings to the SEC.Some support3 reports3 developments inside
Gone quiet
No new reports in 90+ days-
UWM Holdings made a competing all-stock offer, and shareholders subsequently approved the merger with CCM.Some support1 report
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UWM Holdings specializes in residential mortgage loans across the United States, while tariffs and onshoring trends benefit certain AI stocks.Some support2 reports1 development inside
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Morgan Stanley upgraded UWM Holdings' rating and raised its price target amid falling Treasury yields and rising mortgage rates.Speculative1 report
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Mat Ishbia sold shares of UWM Holdings in his capacity as a director and CEO.Some support2 reports
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UWM Holdings announced that as of July 27, 2025, TSR incorporates the value of any share price return.Some support1 report
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Zacks Earnings ESP compared estimates to actual results for UWM Holdings on July 31, 2025.Some support1 report
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UWM Holdings stock underperformed the broader market index on August 7, 2025.Some support3 reports
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Rocket Companies, a Detroit-based firm, is the parent of Rocket Mortgage, while UWM is led by Mat Ishbia.Some support1 report
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UWM Holdings reported that its revenue forecast growth exceeded the diversified financial industry average.Some support1 report
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UWM Holdings is the parent of UWM, which uses the AI-based underwriting system Bolt, while Barclays reiterated a Buy rating on the stock.Some support1 report
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UWM Holdings and United Wholesale Mortgage provide updates regarding Two Harbors Investment Corp. ahead of a stockholder meeting.Some support1 report1 development inside
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UWM Holdings executed an agreement for a securities offering, which must comply with SEC rules, with a National Association acting as trustee.Some support1 report
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UWM Holdings, Two Harbors Investment Corp., and Houlihan Lokey are negotiating merger agreements and offers.Some support2 reports
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UWM Holdings offered cash or stock to Two Harbors stockholders, a proposal considered against a CrossCountry agreement.Some support2 reports
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UWM Holdings provides access to FICO credit scoring models and VantageScore 4.0, aligning with FHFA's credit score pilot.Some support2 reports
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Rocket Mortgage acquired Mr. Cooper, leading to the termination of a contract involving UWM Holdings.Some support5 reports
No events began in the chosen period. Widen it, or reset.
Around UWM Holdings this week
News at the entities that move UWM Holdings most-
Oaktree Capital Management TransactionalOaktree Capital Management assumed ownership of Inter after a loan default, while the Al Mirqab family office sought a minority stake and Qatar Airways became an official partner.Moves UWM Holdings
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Securities and Exchange Commission StructuralTrump renamed artificial intelligence as super intelligence, while Joshua White was identified as the Chief Economist at the SEC.Moves UWM Holdings
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United Wholesale Mortgage StructuralNEXA, founded by Mike Kortas, funnels 45% of its business to United Wholesale Mortgage (UWM).Moves UWM Holdings
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FICO StructuralFHFA is pushing GSEs toward a multimodel framework, while UWM will use FICO scores and Pulte announced a new pricing matrix for Fannie Mae.Moves UWM Holdings
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Donald Trump OperationalSusan Collins voted against a Trump bill over Medicaid cuts, amid claims of potential military action against Iran.Moves UWM Holdings
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Keefe, Bruyette & Woods OperationalKeefe, Bruyette & Woods reissued an outperform rating while MarketBeat provided average rating and price target data.Moves UWM Holdings
Connections
The 22 strongest of 53, analyzed from the reporting. The bars show how strongly a change on one side reaches the other.-
Oaktree Capital Management Transactional
UWM Holdings received a $2.05 billion equity investment from Oaktree Capital Management.
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United Wholesale Mortgage Structural
UWM Holdings functions as the parent company and controlling entity of United Wholesale Mortgage.
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Mat Ishbia Structural
Mat Ishbia holds the roles of Chairman, President, and CEO of UWM Holdings.
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Securities and Exchange Commission Structural
UWM Holdings is subject to formal regulatory oversight and compliance requirements set by the Securities and Exchange Commission.
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FICO Structural
UWM Holdings structurally depends on FICO for access to credit scoring models and scores used in its operations.
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Donald Trump Operational
UWM Holdings benefits from the political and economic policies associated with Donald Trump, specifically tariffs and onshoring trends.
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Phillip Kim Transactional
Phillip Kim is engaged in class action litigation representing investors against UWM Holdings.
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CrossCountry Mortgage Operational
The two companies are direct competitors, evidenced by a specific bidding war outcome and competing merger offers.
Show all 22 connections
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CCM Operational
The two firms are currently engaged in direct competition for the acquisition of Two Harbors.
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Rocket Operational
The relationship is characterized by competitive market actions, including allegations of covenant breaches and direct market preference.
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Keefe, Bruyette & Woods Operational
KBW actively influences UWM's market standing by issuing stock rating downgrades.
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Two Harbors Transactional
UWM Holdings planned to acquire Two Harbors, but the attempt ultimately failed.
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Nvidia Mentioned together
A single snapshot compares the past performance of UWM Holdings and Nvidia.
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Lennar Corporation Shared context
Both companies operate within the housing sector, which is currently facing market affordability issues.
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Fannie Mae Operational
UWM Holdings and Fannie Mae actively compete for market share in mortgage origination.
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Bill Greenberg Operational
Bill Greenberg communicated directly with the CEO of UWM Holdings.
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Bond Transactional
Bond initiated a lawsuit against UWM Holdings on 2026-08-14.
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Southampton Shared context
The company is situated within the geographic boundaries of Southampton.
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Rocket Companies Operational
Both Rocket Companies and UWM Holdings are identified as competitors within the residential mortgage lending sector.
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Freddie Mac Operational
UWM Holdings actively influences Freddie Mac by eliminating minimum score requirements on Freddie Mac loans.
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Pontiac Shared context
UWM Holdings is headquartered in Pontiac, Michigan.
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New York Stock Exchange Mentioned together
No evidence was provided to establish a relationship between UWM Holdings and the New York Stock Exchange.
History
Events by the month they beganOctober 2026
1 eventAugust 2026
5 events- Oaktree invested in UWM Holdings, UWM failed to acquire Two Harbors, and Mat Ishbia was approved as majority owner of the Phoenix Suns.
- Investor rights law firm handles a class action lawsuit involving UWM Holdings.
- UWM Holdings and CrossCountry Mortgage finalized an all-stock merger agreement valued at $1.3 billion amid competing offers.
- Phillip Kim represents investors in a lawsuit filed against UWM Holdings.
- Bond filed a lawsuit against UWM Holdings on August 14, 2026.
July 2026
2 eventsShow 1 earlier month
June 2026
17 events- United Wholesale Mortgage is the nation's largest home mortgage lender, owned by UWM Holdings and headquartered in Pontiac, Michigan.
- CCM, Two Harbors Investment Corp., and United Wholesale Mortgage are involved in a competitive acquisition process, submitting filings to the SEC.
- UWM Holdings specializes in residential mortgage loans across the United States, while tariffs and onshoring trends benefit certain AI stocks.
- Morgan Stanley upgraded UWM Holdings' rating and raised its price target amid falling Treasury yields and rising mortgage rates.
- Mat Ishbia sold shares of UWM Holdings in his capacity as a director and CEO.
- UWM Holdings announced that as of July 27, 2025, TSR incorporates the value of any share price return.
- Zacks Earnings ESP compared estimates to actual results for UWM Holdings on July 31, 2025.
- UWM Holdings stock underperformed the broader market index on August 7, 2025.
- Rocket Companies, a Detroit-based firm, is the parent of Rocket Mortgage, while UWM is led by Mat Ishbia.
- UWM Holdings reported that its revenue forecast growth exceeded the diversified financial industry average.
- UWM Holdings is the parent of UWM, which uses the AI-based underwriting system Bolt, while Barclays reiterated a Buy rating on the stock.
- UWM Holdings and United Wholesale Mortgage provide updates regarding Two Harbors Investment Corp. ahead of a stockholder meeting.
- UWM Holdings executed an agreement for a securities offering, which must comply with SEC rules, with a National Association acting as trustee.
- UWM Holdings, Two Harbors Investment Corp., and Houlihan Lokey are negotiating merger agreements and offers.
- UWM Holdings offered cash or stock to Two Harbors stockholders, a proposal considered against a CrossCountry agreement.
- UWM Holdings provides access to FICO credit scoring models and VantageScore 4.0, aligning with FHFA's credit score pilot.
- Rocket Mortgage acquired Mr. Cooper, leading to the termination of a contract involving UWM Holdings.