UWHR (Uwharrie Capital) Marketable Securities: $2.39 Mil (As of Mar. 2026)

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Director of Data and Quant Analytics at GuruFocus
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UWHR Uwharrie Capital Corp UWHR
69 GF Score
Price $12.19
GF Value $10.10
Valuation Modestly Overvalued
! 4 Warning Signs
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What is Uwharrie Capital Marketable Securities?

Uwharrie Capital UWHR +1.75% 69 Marketable Securities is $2.39 Mil as of Mar. 2026. GuruFocus rates UWHR with a GF Score™ of 69/100 and a GF Value™ of $10.10 (Modestly Overvalued). The stock has 4 warning signs investors should review.

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price. Uwharrie Capital's Marketable Securities for the quarter that ended in Mar. 2026 was $2.39 Mil.

Uwharrie Capital's annual Marketable Securities declined from Dec. 2023 ($336.71 Mil) to Dec. 2024 ($332.99 Mil) and declined from Dec. 2024 ($332.99 Mil) to Dec. 2025 ($2.56 Mil).

Uwharrie Capital  (OTCPK:UWHR) Marketable Securities Explanation

Marketable Securities are very liquid as they tend to have maturities of less than one year. Furthermore, the rate at which these securities can be bought or sold has little effect on their prices.

Please note, GuruFocus' Marketable Securities also includes "Other Short Term Investment".

Uwharrie Capital Marketable Securities Related Terms

Uwharrie Capital Marketable Securities Historical Data

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The historical data trend for Uwharrie Capital's Marketable Securities can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

Uwharrie Capital Marketable Securities Chart

Uwharrie Capital Annual Data
Trend Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24 Dec25
Marketable Securities
Get a 7-Day Free Trial Premium Member Only Premium Member Only 330.34 324.68 336.71 332.99 2.56

Uwharrie Capital Quarterly Data
Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25 Dec25 Mar26
Marketable Securities Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 7.09 2.10 2.61 2.56 2.39
UWHR
69GF Score
Uwharrie Capital Corp UWHR
Marketable Securities is just one metric. See GF Score™, valuation, warning signs, and more.
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Uwharrie Capital Marketable Securities Calculation

Marketable Securities are very liquid securities that can be converted into cash quickly at a reasonable price.

Frequently Asked Questions Learn more about Marketable Securities →
What does a Marketable Securities of $2.39 Mil mean?
Uwharrie Capital (UWHR) has a Marketable Securities of $2.39 Mil as of Mar. 2026. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Uwharrie Capital and its competitors.
Is Uwharrie Capital's Marketable Securities too high?
Uwharrie Capital's current Marketable Securities is $2.39 Mil. Overall, Uwharrie Capital has a GF Score™ of 69/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does Uwharrie Capital's Marketable Securities compare to FSMK and KSBI?
Uwharrie Capital's Marketable Securities of $2.39 Mil can be compared against companies in the Banks industry. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Marketable Securities for a Banks company?
A good Marketable Securities depends on the Banks industry context. However, Marketable Securities should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Marketable Securities mean?
A high Marketable Securities can signal that a stock is expensive relative to its fundamentals. Marketable securities are high-liquid securites not directly classified as cash or cash equivalents. View historical data on Uwharrie Capital and its competitors. Uwharrie Capital's current Marketable Securities is $2.39 Mil. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is Uwharrie Capital stock overvalued right now?
Based on GuruFocus' analysis, Uwharrie Capital (UWHR) is currently considered Modestly Overvalued. The stock's GF Value™ is $10.10, compared to a current price of $12.19 — trading 20.7% above its estimated fair value. The current Marketable Securities is $2.39 Mil. Uwharrie Capital's overall GF Score™ is 69/100 with 4 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Marketable Securities calculated?
Marketable Securities is calculated from a company's financial statements. For Uwharrie Capital (UWHR), the current Marketable Securities is $2.39 Mil as of Mar. 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is Uwharrie Capital (UWHR) Overvalued in 2026?

Based on GuruFocus' analysis, Uwharrie Capital stock appears to be overvalued. The current stock price of $12.19 is trading 20.7% above its estimated GF Value™ of $10.10. GuruFocus considers Uwharrie Capital to be Modestly Overvalued.

Key valuation signals for UWHR:

  • Marketable Securities: $2.39 Mil
  • GF Value™: $10.10 vs. price of $12.19 (20.7% above fair value)
  • GF Score™: 69/100 with 4 warning signs

No single metric tells the full story. See the UWHR stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

Uwharrie Capital Business Description

Address 132 North First Street, Albemarle, NC, USA, 28001
Uwharrie Capital Corp engages in noncommercial loans and commercial banking. It provides a range of banking services, including deposit accounts, home equity and residential mortgage loans, safe deposit boxes and electronic banking services Company divides the loans it originates into two segments, commercial and noncommercial loans. Commercial loans are broken down into the following classes: commercial loans, real estate commercial loans, other real estate construction loans and other loans. Noncommercial loans are divided into the following classes which include real estate 1-4 family construction loans, real estate 1-4 family residential loans, home equity loans and consumer loans. The Company operates in three segments: banking operations, mortgage banking, and wealth management.
69GF Score

Get the complete analysis for UWHR

Marketable Securities is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$12.19
Price
$10.10
GF Value