Filing Analysis
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended June 30, 2026, which includes a letter from the CEO and unaudited financial information.
📋 Key Facts
- Report covers the period ended June 30, 2026.
- Includes a shareholder letter from President and CEO Roger L. Dick.
- Contains unaudited financial information.
- Filed on August 21, 2026.
Uwharrie Capital Corp reported its financial results for the period ended June 30, 2026, showing year-over-year growth in both net income and earnings per share. The company demonstrated improved profitability compared to the same periods in 2025.
📋 Key Facts
- Total assets as of June 30, 2026: $1.22 billion (up from $1.20 billion at Dec 31, 2025).
- Six-month net income (ended June 30, 2026): $7.1 million vs. $5.4 million in 2025.
- EPS for six months ended June 30, 2026: $0.96 per share vs. $0.70 in 2025.
- Three-month net income (ended June 30, 2026): $3.9 million vs. $2.8 million in 2025.
- EPS for three months ended June 30, 2026: $0.53 per share vs. $0.37 in 2025.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ending September 30, 2025. The filing includes a letter from CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report covers the quarterly period ended September 30, 2025.
- Includes a shareholder letter from President and CEO Roger L. Dick.
- Contains unaudited financial information as of the reporting date.
Uwharrie Capital Corp announced its financial results for the period ended September 30, 2025, showing a slight increase in net income for the nine-month period compared to the previous year. Additionally, the Board declared a 3% stock dividend payable on December 1, 2025.
🚩 Red Flags
- Slight decrease in three-month net income ($2.9M vs $3.0M) despite higher nine-month totals.
📋 Key Facts
- Total assets as of Sept 30, 2025: $1.22 billion (up from $1.13 billion at Dec 31, 2024).
- Nine-month net income (ended Sept 30, 2025): $8.3 million vs. $7.6 million in 2024.
- Net income available to common shareholders (nine months): $7.8 million ($1.08 per share) vs. $7.2 million ($0.97 per share) in 2024.
- Three-month net income (ended Sept 30, 2025): $2.9 million vs. $3.0 million in the same period in 2024.
- Board declared a 3% stock dividend to be paid on December 1, 2025.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended June 30, 2025. The filing includes a letter from CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report date: August 22, 2025
- Reporting period end date: June 30, 2025
- Includes a shareholder letter from President and CEO Roger L. Dick
- Contains unaudited financial information for the quarter ended June 30, 2025
Uwharrie Capital Corp reported its financial results for the period ended June 30, 2025, showing year-over-year growth in both net income and earnings per share (EPS). The company's total assets grew to $1.17 billion from $1.13 billion at year-end 2024.
📋 Key Facts
- Total assets as of June 30, 2025: $1.17 billion (up from $1.13 billion on Dec 31, 2024).
- Six-month net income (ended June 30, 2025): $5.4 million vs. $4.6 million for the same period in 2024.
- Six-month EPS (available to common shareholders): $0.72 vs. $0.60 in 2024.
- Three-month net income (ended June 30, 2025): $2.8 million vs. $2.2 million in the prior year period.
- Three-month EPS (available to common shareholders): $0.38 vs. $0.29 in the prior year period.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended March 31, 2025. The filing includes a letter from CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report covers the period ended March 31, 2025.
- Includes a shareholder letter from President and CEO Roger L. Dick.
- Contains unaudited financial information for the first quarter of 2025.
Uwharrie Capital Corp held its Annual Meeting of Shareholders on May 20, 2025. Shareholders approved the election of five directors and ratified Forvis Mazars, LLP as the independent registered public accounting firm for 2025.
📋 Key Facts
- Annual Meeting held on May 20, 2025.
- Proposal 1: All five Board of Directors nominees were elected (Aaron D. Bates, Vanessa O. Chambers, Cynthia B. Hanson, Chris M. Poplin, and Vernon A. Russell).
- Proposal 2: Shareholders ratified the appointment of Forvis Mazars, LLP as independent auditors for 2025 with 4,251,819 votes in favor.
- The filing references a definitive proxy statement filed on April 10, 2025.
Uwharrie Capital Corp announced its quarterly financial results for the period ended March 31, 2025. The company reported a slight increase in net income and total assets compared to the prior year's corresponding period.
📋 Key Facts
- Total assets as of March 31, 2025: $1.16 billion (up from $1.13 billion on Dec 31, 2024).
- Net income for Q1 2025: $2.6 million.
- Net income available to common shareholders: $2.4 million ($0.34 per share) for the three months ended March 31, 2025.
- Comparative net income (Q1 2024): $2.2 million ($0.31 per share).
Uwharrie Capital Corp announced its financial results for the fiscal year ended December 31, 2024. The company reported growth in both total assets and net income compared to the previous year.
📋 Key Facts
- Total assets as of Dec 31, 2024: $1.13 billion (up from $1.07 billion in 2023).
- Net income for FY 2024: $9.9 million (up from $8.6 million in 2023).
- Net income available to common shareholders: $9.3 million, or $1.30 per diluted share.
- Net income available to common shareholders for FY 2023 was $8.0 million, or $1.09 per diluted share.
Uwharrie Capital Corp announced that Matthew R. Hudson will not stand for re-election as a director at the company's 2025 annual meeting of shareholders.
🚩 Red Flags
- None identified; director retirement was characterized as non-dispute related.
📋 Key Facts
- Matthew R. Hudson notified the company on February 4, 2025, regarding his retirement from the Board.
- The departure is effective upon the conclusion of the 2025 annual meeting of shareholders.
- Mr. Hudson explicitly stated that his decision is not due to any disagreement or dispute with the Registrant.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended September 30, 2024. The filing includes a letter from President and CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report covers the period ended September 30, 2024.
- Includes a shareholder letter from President and CEO Roger L. Dick.
- Contains unaudited financial information for the quarter.
Uwharrie Capital Corp reported its financial results for the period ended September 30, 2024, showing year-over-year growth in net income and total assets. Additionally, the Board declared a 2% stock dividend to be paid on November 18, 2024.
📋 Key Facts
- Total assets as of Sept 30, 2024: $1.18 billion (up from $1.07 billion at Dec 31, 2023).
- Nine-month net income (ended Sept 30, 2024): $7.6 million vs. $6.3 million for the same period in 2023.
- Net income available to common shareholders (nine months): $7.2 million ($1.00 per share) vs. $5.9 million ($0.80 per share) in 2023.
- Three-month net income (ended Sept 30, 2024): $3.0 million vs. $2.1 million for the same period in 2023.
- Board declared a 2% stock dividend to be paid on November 18, 2024.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended June 30, 2024. The filing includes a letter from CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report covers the period ended June 30, 2024.
- Includes a shareholder letter from President and CEO Roger L. Dick.
- Contains unaudited financial information for the quarter.
Uwharrie Capital Corp announced its financial results for the period ended June 30, 2024. The company reported year-over-year growth in both total assets and net income available to common shareholders.
📋 Key Facts
- Consolidated total assets were $1.12 billion at June 30, 2024, up from $1.07 billion at December 31, 2023.
- Net income for the six-month period ended June 30, 2024, was $4.6 million, compared to $4.2 million for the same period in 2023.
- Net income available to common shareholders for the first six months of 2024 was $4.3 million ($0.61 per share), up from $3.9 million ($0.54 per share) in 2023.
- Three-month net income for both Q2 2024 and Q2 2023 was $2.2 million.
Uwharrie Capital Corp released its quarterly report to shareholders for the period ended March 31, 2024. The filing includes a letter from CEO Roger L. Dick and unaudited financial information.
📋 Key Facts
- Report date: May 29, 2024
- Reporting period end date: March 31, 2024
- Includes a shareholder letter from President and CEO Roger L. Dick
- Contains unaudited financial information for the first quarter of 2024
Uwharrie Capital Corp held its Annual Meeting of Shareholders on May 28, 2024. Shareholders approved the election of four directors and ratified the appointment of Forvis, LLP as the independent auditor for 2024.
📋 Key Facts
- Annual Meeting held on May 28, 2024.
- Proposal 1: Four Board members (Dean M. Bowers, Deidre B. Foster, Allen K. Furr, and S. Todd Swaringen) were elected to the Board of Directors.
- Proposal 2: Shareholders ratified the appointment of Forvis, LLP as the independent registered public accounting firm for 2024 with 4,189,685 votes in favor.
- The voting results followed a definitive proxy statement filed on April 12, 2024.
Uwharrie Capital Corp announced its quarterly financial results for the period ended March 31, 2024. The company reported an increase in both total assets and net income compared to the same period in the previous year.
📋 Key Facts
- Total assets as of March 31, 2024: $1.10 billion (up from $1.07 billion at Dec 31, 2023).
- Net income for Q1 2024: $2.4 million (compared to $2.0 million in Q1 2023).
- Net income available to common shareholders: $2.2 million or $0.31 per share (up from $1.8 million or $0.25 per share in Q1 2023).
- Report date: April 29, 2024.
Uwharrie Capital Corp amended its corporate Bylaws effective April 16, 2024. The amendments primarily clarify the compensation authority for officers and define 'officers' in relation to Section 16 requirements.
📋 Key Facts
- Effective date of amendment: April 16, 2024.
- Amendment to Article V, Section 13: Clarifies that 'officers' refers to Section 16 Officers as defined in SEC Rule 16a-1(f).
- Amendment to Article VI, Section 3: Specifies that compensation for Section 16 Officers is fixed by the Board, while other officers may have their compensation fixed by Board-appointed officers.
Uwharrie Capital Corp announced its audited financial results for the fiscal year ended December 31, 2023. The company reported a slight increase in net income and total assets compared to the previous year.
📋 Key Facts
- Total assets as of Dec 31, 2023: $1.07 billion (up from $1.02 billion in 2022).
- Net income for FY 2023: $8.6 million (up from $8.2 million in 2022).
- Net income available to common shareholders: $8.0 million, or $1.12 per diluted share.
- Net income available to common shareholders for FY 2022 was $7.7 million, or $1.06 per diluted share.
Uwharrie Capital Corp announced the resignation of Stephen C. MD from its Board of Directors and its subsidiary, Uwharrie Bank, effective January 12, 2024.
🚩 Red Flags
- None identified; the filing contains a standard disclaimer regarding no disagreements.
📋 Key Facts
- Stephen C. Seltzer, MD resigned from the Board of Directors on January 12, 2024.
- The resignation applies to both the parent company, Uwharrie Capital Corp, and its subsidiary bank, Uwharrie Bank.
- The filing explicitly states the resignation is not due to any disagreement with the Registrant, its operations, policies, or practices.