{"filings":[{"id":2394036,"accession_number":"0001193125-26-360116","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-08-21T13:39:42+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q2 2026 net income up 39% YoY; assets reach $1.22B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets reached $1.22B, up 4.5% from June 30, 2025; deposits $1.1B, up 3.5%.","Net income increased $1.1M (+39%) from Q2 2025 and $1.8M (+33%) year-over-year.","Results aided by non-recurring gains: sale of Visa shares and reversal of prior credit loss reserves.","Uwharrie Bank ranked 12th top-performing publicly traded U.S. bank under $2B assets by American Bankers Association.","Completed relocation of Mount Pleasant office into newly renovated full-service banking facility."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1796956,"accession_number":"0001193125-26-311970","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-07-22T17:48:18+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q2 net income $3.9M, EPS $0.53, up from $2.8M, $0.37 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.22B at June 30, 2026, vs $1.20B at Dec 31, 2025.","Six-month net income $7.1M ($0.96 EPS) vs $5.4M ($0.70 EPS) YoY.","Q2 included $850K gain from Visa exchange and $424K CECL reserve reversal.","Underlying performance stable with strong asset quality and customer growth."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":598876,"accession_number":"0001193125-26-235916","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-05-22T15:45:45+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income $3.2M, up 23% YoY; assets reach $1.25B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $3.2M vs $2.6M in Q1 2025; pre-tax pre-provision income $4.0M (+13% YoY).","Total assets $1.25B (+4% from Dec 2025); deposits grew $51M (+5%).","Credit quality strong: 0.29% loans past-due/non-accrual vs 1.25% peer average.","CEO Roger L. Dick cites stable core business, disciplined growth, and stewardship."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":542956,"accession_number":"0001193125-26-232118","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-05-20T15:25:44+00:00","items":["5.07","9.01"],"status":"ready","headline":"Uwharrie Capital Corp shareholders approve all four proposals at 2026 annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees elected with votes for ranging from 2,879,617 to 2,958,914.","Non-binding say-on-pay resolution passed with 2,870,548 votes for and 26,517 against.","Shareholders selected 'Three Years' as the preferred frequency for future say-on-pay votes (2,518,205 votes).","Ratification of Forvis Mazars as independent auditor for 2026 approved with 4,233,906 votes for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":99582,"accession_number":"0001193125-26-181354","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income rises to $3.2M from $2.6M YoY; EPS $0.43","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets at March 31, 2026: $1.25B, up from $1.20B at Dec 31, 2025.","Net income $3.2M vs $2.6M in Q1 2025; net income available to common $3.1M.","Diluted EPS $0.43 per share, compared to $0.33 per share in prior-year quarter.","Improvement attributed to higher net interest margin across all earning assets.","Preferred dividend payments considered in common shareholder earnings calculation."],"consensus_eps_estimate":null,"consensus_eps_actual":0.43,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":115667,"accession_number":"0001193125-26-044340","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp reports 2025 net income $11.4M, EPS $1.49, up 15% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets reached $1.20B at Dec 31, 2025, up 6% from $1.13B a year earlier.","Net income $11.4M for 2025 vs $9.9M in 2024, a 15% increase.","Diluted EPS $1.49 vs $1.26, driven by loan growth and stable credit quality.","Net income available to common shareholders $10.8M after preferred dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":1.49,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132102,"accession_number":"0001193125-25-290784","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-11-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports 9M net income up to $8.3M, declares 3% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Assets reached $1.22B (+3% YoY); loan portfolio $682M (+$31M); core deposits grew $26M.","Nine-month net income rose to $8.3M from $7.6M in the prior-year period.","Board declared a 3% stock dividend to holders of record Nov 10, 2025; payable Dec 1, 2025.","No GAAP EPS or revenue figures were provided in the shareholder letter."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":132101,"accession_number":"0001193125-25-255527","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-10-29T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Uwharrie Capital Q3 2025: net income $2.9M, EPS $0.38; declares 3% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.22B at Sep 30, 2025, up 8% from $1.13B at Dec 31, 2024.","9-month net income $8.3M vs $7.6M YoY; common EPS $1.08 vs $0.97 (adjusted for stock dividend).","Q3 net income $2.9M vs $3.0M in Q3 2024; common EPS $0.38 vs $0.39.","Board declared 3% stock dividend payable Dec 1, 2025 to holders of record Nov 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148675,"accession_number":"0000898171-25-000003","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-08-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp Q2 2025 net income up 17% YoY; loans grow 7.2%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income up $781K, or 17%, from Q2 2024; up $271K from Q1 2025.","Total assets $1.17B, up 4.1% YoY; total loans $687M, up 7.2% YoY.","Deposits increased $38.3M, or 3.7%, from Q2 2024.","Net interest margin 3.56% vs 3.42% in Q2 2024; annualized ROE 17.3%.","Ranked #14 nationally in top 20 publicly traded banks under $2B assets in 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":148674,"accession_number":"0000950170-25-098644","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-07-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q2 2025 net income $2.8M; EPS $0.38 vs $0.29 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.17B at June 30, 2025, up from $1.13B at Dec 31, 2024.","Q2 2025 net income $2.8M vs $2.2M in Q2 2024; diluted EPS $0.38 vs $0.29.","Six-month 2025 net income $5.4M vs $4.6M in prior year; EPS $0.72 vs $0.60.","Net income available to common shareholders after preferred dividends."],"consensus_eps_estimate":null,"consensus_eps_actual":0.72,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167544,"accession_number":"0000950170-25-076222","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-05-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 2025 net income $2.6M, up 8% YoY; assets reach $1.16B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $2.6M vs $2.4M in Q1 2024; Pre-Tax Pre-Provision income $3.6M, up 19% YoY.","Total assets $1.16B (+3% from Dec 31, 2024); deposits grew $29M in quarter.","Credit quality strong: 0.06% of loans past-due/non-accrual vs FFIEC peer avg 1.12%.","CEO cites conservative posture and community-centered strategy for stability."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167543,"accession_number":"0000950170-25-075633","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Uwharrie Capital Corp shareholders elect directors and ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Elected five directors for three-year terms: Bates, Chambers, Hanson, Poplin, Russell; each received >2.9M votes for.","Ratified Forvis Mazars, LLP as independent auditor for 2025 with 4,251,819 for, 1,787 against, 45,721 abstain.","Total votes cast: ~4.3M shares; broker non-votes of 1,239,431 on director election.","Meeting held May 20, 2025; proposals described in proxy statement filed April 10, 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":167542,"accession_number":"0000950170-25-059233","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income rises to $2.6M; EPS $0.34 vs $0.31 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated total assets $1.16B at Mar 31, 2025, up from $1.13B at Dec 31, 2024.","Net income $2.6M for Q1 2025 vs $2.4M for Q1 2024; net income available to common $2.4M.","Diluted EPS $0.34 vs $0.31 YoY, driven by net interest margin improvement on loan growth.","Preferred stock dividends impact net income available to common shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":0.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184834,"accession_number":"0000950170-25-024767","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp FY2024 net income rises 15% to $9.9M; EPS $1.30 vs $1.09","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets grew to $1.13 billion at Dec 31, 2024 from $1.07 billion a year earlier.","Net income for 2024 was $9.9 million compared to $8.6 million in 2023.","Diluted EPS available to common shareholders was $1.30 versus $1.09 in the prior year.","Improvement attributed to increased net interest margin on a larger loan portfolio."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":184833,"accession_number":"0000950170-25-015967","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2025-02-07T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Matthew R. Hudson not standing for re-election at Uwharrie Capital's 2025 annual meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew R. Hudson notified Uwharrie Capital Corp on February 4, 2025 that he will not seek re-election as a director at the 2025 annual meeting.","He confirmed his decision is not due to any disagreement or dispute with the company.","No other changes to the board or executive officers were announced."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201430,"accession_number":"0000950170-24-123797","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-11-08T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports 9-mo net income $7.6M, assets grow to $1.2B; declares 2% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income for 9M 2024 rose to $7.6M from $6.3M in 9M 2023.","Total assets reached $1.2B, up $111M (+10%) from September 2023.","Loan portfolio grew $68M and core deposits increased $88M year-over-year.","Return on equity (ROE) for the nine-month period was 17%.","Board declared a 2% stock dividend, payable Nov 18, 2024 to holders of record Oct 28, 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":201429,"accession_number":"0000950170-24-114955","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-10-16T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Uwharrie Capital Q3 net income $3.0M, EPS $0.40 vs $0.27 YoY; declares 2% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 net income $3.0M, up 43% YoY; EPS $0.40 vs $0.27.","Nine-month net income $7.6M, up 21% YoY; EPS $1.00 vs $0.80.","Total assets $1.18B at Sep 30, 2024, up from $1.07B at Dec 31, 2023.","Board declared 2% stock dividend payable Nov 18, 2024 to holders of record Oct 28, 2024.","EPS figures adjusted retroactively for stock dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":1.0,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217433,"accession_number":"0000950170-24-098320","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-08-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital H1 net income rises 11% to $4.3M; ROE 17.6%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["H1 2024 net income $4.3M ($0.61/sh) vs $3.9M ($0.54/sh) year ago, up $419K.","Total assets $1.1B (+8.6% YoY); loans grew ~20% YoY; NIM improved to 3.40%.","Annualized ROE improved to 17.6% from 16.9%; low past dues and non-accrual loans.","Non-interest income from card services and wealth management growing; Greenlight partnership launched."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":217432,"accession_number":"0000950170-24-084875","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-07-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital H1 2024 net income $4.6M, up from $4.2M YoY; Q2 net flat at $2.2M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.12B at June 30, 2024, up from $1.07B at Dec 31, 2023.","Six-month EPS available to common $0.61 vs $0.54 in prior-year period.","Q2 2024 net income $2.2M and EPS $0.29, unchanged from Q2 2023.","Net income for H1 2024 increased ~9.5% to $4.6M from $4.2M a year ago."],"consensus_eps_estimate":null,"consensus_eps_actual":0.61,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237290,"accession_number":"0000950170-24-065756","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income $2.4M ($0.31/sh) vs $2.0M; loans grow 19%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.10B (+$51M YoY); core deposits up $39M; loans +$97M (19% YoY).","Net income available to common $2.2M vs $1.8M; annualized ROE 18.96%.","Earnings improvement driven by net interest margin expansion and customer growth.","Off-balance sheet assets (investment advisory & mortgage) total additional $1B.","40th anniversary noted; no changes to dividend or guidance provided."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237289,"accession_number":"0000950170-24-065751","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-05-29T23:59:59+00:00","items":["5.07","9.01"],"status":"ready","headline":"Uwharrie Capital Corp shareholders elect four directors, ratify auditor at annual meeting","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dean M. Bowers, Deidre B. Foster, Allen K. Furr, and S. Todd Swaringen elected to three-year terms with over 2.9M votes for each.","Broker non-votes of 1,284,163 on director election; votes withheld ranged from 10,441 to 28,806.","Ratification of Forvis LLP as independent auditor for 2024 approved with 4,189,685 for, 2,676 against, and 35,497 abstain.","No broker non-votes on auditor ratification; all shares voted."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.05,"calibrated_materiality_score":0.05,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237288,"accession_number":"0000950170-24-049551","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-04-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports Q1 net income $2.4M, up 20% YoY; EPS $0.31 vs $0.25","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $2.4M for Q1 2024 vs $2.0M same period 2023; EPS $0.31 vs $0.25.","Total assets $1.10B at Mar 31, 2024, up from $1.07B at Dec 31, 2023.","Net income available to common shareholders $2.2M vs $1.8M YoY.","Improvement driven by stronger net interest margin and lower credit loss reserve requirements."],"consensus_eps_estimate":null,"consensus_eps_actual":0.31,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":237287,"accession_number":"0000950170-24-045747","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-04-19T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Uwharrie Capital Corp amends Bylaws to clarify compensation authority for Section 16 officers","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Amended Article V, Section 13 to specify Human Resources & Compensation Committee recommendations apply only to Section 16 officers.","Amended Article VI, Section 3 to allow Board to set compensation for Section 16 officers; non-Section 16 officers' pay fixed by appointed officers.","Changes effective April 16, 2024; full amended Bylaws filed as Exhibit 3.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254837,"accession_number":"0000950170-24-017679","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-02-21T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp reports 2023 net income of $8.6M, EPS $1.12, up from $8.2M and $1.06","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $1.07B at Dec 31, 2023 vs $1.02B at Dec 31, 2022.","Net income for 2023 $8.6M, up from $8.2M in 2022.","Diluted EPS $1.12 vs $1.06; net income available to common $8.0M vs $7.7M.","CEO Roger Dick highlights relationship development and core earnings focus for 2024."],"consensus_eps_estimate":null,"consensus_eps_actual":1.12,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":254836,"accession_number":"0000950170-24-005049","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2024-01-17T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Director Stephen C. Seltzer resigns from Uwharrie Capital Corp board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Stephen C. Seltzer resigned as director of Uwharrie Capital Corp and Uwharrie Bank, effective Jan 12, 2024.","Resignation is not due to any disagreement with the company, its operations, or policies.","No replacement named in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272314,"accession_number":"0000950170-23-064655","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-11-17T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports 9-month net income $6.3M ($0.82), assets $1.07B; declares 2% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income for first nine months of 2023 was $6.3M ($0.82 per share), up from $5.3M ($0.67) in 2022.","Loan portfolio grew $102M year-over-year, a 21% increase, contributing to asset growth to $1.07B.","Total Risk Based Capital ratio of 14.23%, well above regulatory minimum.","Board declared a 2% stock dividend, payable November 21 to shareholders of record November 7."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":272313,"accession_number":"0000950170-23-053942","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-10-18T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Uwharrie Capital Q3 net income down to $2.1M; declares 2% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2023 net income of $2.1M vs $2.8M in Q3 2022; EPS $0.28 vs $0.37.","Nine-month 2023 net income $6.3M vs $5.3M in prior period; EPS $0.82 vs $0.67.","Loan provision expense of $599K in Q3 2023 vs $1.5M recovery in Q3 2022.","Total assets $1.07B at Sep 30, 2023, up from $1.02B at Dec 31, 2022.","2% stock dividend declared, payable Nov 21, 2023 to holders of record Nov 7."],"consensus_eps_estimate":null,"consensus_eps_actual":0.82,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289155,"accession_number":"0000950170-23-044503","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-08-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp reports H1 2023 net income $4.2M ($0.55 EPS) vs $2.5M ($0.31) a year ago","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income for H1 2023 was $4.2M ($0.55 per share) vs $2.5M ($0.31 per share) in H1 2022.","Total assets reached $1.03B at June 30, 2023, up 4.3% from $991M a year earlier.","Loan portfolio grew $63M in H1 2023 vs H1 2022, a 13.3% annualized growth rate.","CEO cites resilient regional economy and rising interest rate environment driving margin improvement."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":289154,"accession_number":"0000950170-23-036412","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-08-01T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports Q2 2023 net income $2.2M, EPS $0.29","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Six-month net income $4.2M vs $2.5M YoY; EPS $0.55 vs $0.31.","Q2 net income $2.2M vs $1.7M YoY; EPS $0.29 vs $0.22.","Total assets $1.03B vs $1.02B at Dec 31; loans held for investment grew $36M (+7.3%).","Improvement attributed to rising interest rates and shift in earning asset mix."],"consensus_eps_estimate":null,"consensus_eps_actual":0.55,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309913,"accession_number":"0001564590-23-007401","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-05-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income to common $1.8M, EPS $0.26 vs $0.09, total assets $1.05B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common $1.8M ($0.26 EPS) in Q1 2023 vs $662K ($0.09 EPS) in Q1 2022.","Total assets $1.05B as of Mar 31, 2023, up $72M from prior year; loan growth 13.7% YoY.","Loan-to-deposit ratio ~54%, reflecting conservative balance sheet management.","Adopted CECL, reducing retained earnings by $1.9M and doubling allowance for credit losses.","Company emphasizes experienced risk management and compliance with banking regulations."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309912,"accession_number":"0001564590-23-007346","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-05-18T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Uwharrie Capital Corp annual meeting results: all proposals approved by shareholders","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All six director nominees elected: Amirtharaj, Klauder, McAulay, Morgan, Rankin, Bates with 3.2M+ votes for each.","Advisory vote on executive compensation passed: 3,133,301 for, 78,658 against, 89,653 abstentions.","Ratification of Forvis, LLP as independent auditor for 2023 approved: 4,396,156 for, 8,731 against, 18,537 abstentions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":309911,"accession_number":"0001564590-23-006354","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income jumps to $2.0M from $801K; EPS $0.26 vs $0.09","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated total assets $1.05B at March 31, 2023, up from $1.02B at Dec 31, 2022.","Net income $2.0M for Q1 2023 vs $801K for Q1 2022; net income to common shareholders $1.8M.","Diluted EPS $0.26 per share vs $0.09 per share year-over-year.","Improvement driven by rising interest rates expanding margins.","Bank reported strong loan and core deposit growth during the quarter."],"consensus_eps_estimate":null,"consensus_eps_actual":0.26,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328611,"accession_number":"0001564590-23-002512","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-02-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp FY2022 net income falls to $8.2M; EPS $1.08 vs $1.29","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets grew to $1.02B at Dec 31, 2022, up from $939.7M a year earlier.","Net income for FY2022 was $8.2M, down 19% from $10.1M in FY2021.","Diluted EPS available to common shareholders fell to $1.08 from $1.29.","Decline driven by reduced mortgage banking income due to rising interest rates and slowdown in originations."],"consensus_eps_estimate":null,"consensus_eps_actual":1.08,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328610,"accession_number":"0001564590-23-000848","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-01-27T23:59:59+00:00","items":[],"status":"ready","headline":"Two directors will not stand for re-election at Uwharrie Capital's 2023 meeting","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Matthew A. Shaver, MD notified Jan 24, 2023 he will not seek re-election as director.","Randy T. Russell notified Jan 25, 2023 he will not seek re-election as director.","Both confirmed decisions were not due to any disagreement or dispute with the company."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":328609,"accession_number":"0001564590-23-000574","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2023-01-20T23:59:59+00:00","items":[],"status":"ready","headline":"Uwharrie Capital appoints Aaron D. Bates as director to fill vacant term","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Aaron D. Bates appointed to board of directors on Jan 17, 2023.","Fills unexpired term of late director Harvey H. Leavitt III (May 2022–May 2025).","Also appointed to subsidiary Uwharrie Bank board for one-year term expiring May 2023.","Will be nominated for election at annual meeting expected May 16, 2023.","Committees not yet assigned; will receive standard director compensation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346286,"accession_number":"0001564590-22-037828","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-11-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports 9-month net income $5.3M ($0.69/share), down 40% from prior year","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income for first nine months of 2022 was $5.3M ($0.69 per share), compared to $8.9M ($1.14) in 2021.","Mortgage banking income declined sharply due to rising rates; $1.4M recovery from loan loss reserve.","Total assets reached $1.04B, up $118M YoY; loan growth ex-PPP was 16%.","Book value per share fell to $3.07 from $7.02 due to $34.1M AOCI unrealized loss on AFS securities.","Board declared a 2.5% stock dividend, payable Nov 22 to holders of record Nov 8, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346285,"accession_number":"0001564590-22-036216","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-11-02T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Uwharrie Capital Corp director Harvey H. Leavitt III dies Oct 31, 2022","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Director Harvey H. Leavitt, III passed away on October 31, 2022.","Mr. Leavitt had served as a director of Uwharrie Capital Corp since 2015.","Company expresses deep regret over the loss of the board member."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":346284,"accession_number":"0001564590-22-034716","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-10-20T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Uwharrie Capital reports Q3 net income $2.8M up 4% YoY; declares 2.5% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Consolidated total assets $1.04B vs $939.7M at year-end 2021.","Nine-month net income $5.3M vs $8.9M YoY, down 40% due to mortgage banking decline.","Q3 net income available to common $0.38/share vs $0.35 YoY, up 6%.","Board declares 2.5% stock dividend payable Nov 22, 2022 to holders of record Nov 8.","Nine-month EPS $0.69 vs $1.14 YoY; retroactively adjusted for stock dividend."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362675,"accession_number":"0001564590-22-030638","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-08-31T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp reports H1 2022 net income $2.5M, down 60% from $6.2M in H1 2021","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["H1 2022 net income $2.5M vs $6.2M in H1 2021; EPS $0.32 vs $0.82.","Q2 2022 net income $1.7M vs $1.6M in Q2 2021; EPS $0.22 vs $0.20.","Total assets grew 17% to $991M from $845M a year ago.","Decline due to non-recurring 2021 items: $1M PPP income, $991K bond gains, $4.7M mortgage revenue."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"negative","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":362674,"accession_number":"0001564590-22-029768","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-08-19T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q2 net income $1.7M ($0.22/share); assets reach $991M, up 17% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Assets $991M as of June 30, 2022, up 17% from $845M YoY.","Q2 2022 net income $1.7M vs $1.6M in Q2 2021; EPS $0.22 vs $0.20.","H1 2022 net income $2.5M vs $6.2M in H1 2021; decline due to $1M one-time PPP income, $991K bond gains, and $4.7M mortgage revenue in prior year.","Loan book grew $76M in new production, replacing $50M forgiven PPP loans.","Management notes headwinds from rising rates and national mortgage origination decline 30-40%."],"consensus_eps_estimate":null,"consensus_eps_actual":0.32,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382253,"accession_number":"0001564590-22-022155","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-06-02T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Uwharrie Capital Corp's auditor DHG merges with BKD, becomes FORVIS LLP","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Dixon Hughes Goodman merged with BKD LLP on June 1, 2022; combined firm is now FORVIS LLP.","FORVIS appointed as successor independent registered public accounting firm.","No adverse opinions or disagreements with DHG in fiscal years 2020 and 2021.","Company provided FORVIS copy of Form 8-K; FORVIS furnished agreement letter to SEC."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382252,"accession_number":"0001564590-22-020844","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-05-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Q1 net income drops to $801K from $4.6M; mortgage production slows","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $662K ($0.10 EPS) vs $4.4M ($0.61 EPS) YoY.","Total assets reached $974M, up 17% from $833M a year ago.","Deposits increased $139M since March 31, 2021.","Mortgage division production slowed substantially due to rising long-term interest rates.","Plans to strengthen diversification of revenue streams for long-term sustainability."],"consensus_eps_estimate":null,"consensus_eps_actual":0.1,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":382251,"accession_number":"0001564590-22-019693","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-05-12T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Uwharrie Capital Corp announces 2022 annual meeting results, all director nominees elected","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["All seven director nominees (Chambers, Hanson, Hudson, Leavitt, Poplin, Russell, Seltzer) elected with at least 2.89M votes for.","Ratification of Dixon Hughes Goodman LLP as independent auditor for 2022 passed with 3,955,114 votes for, 12,437 against.","Broker non-votes on director elections totaled 1,022,706 shares.","Annual meeting held May 10, 2022; proxy statement filed March 31, 2022."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400193,"accession_number":"0001564590-22-007626","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-02-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital Corp reports FY 2021 net income of $10.1M, up 25% YoY, EPS $1.33 vs $1.03","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $939.7M at Dec 31, 2021, up 13.5% from $827.8M a year earlier.","Net income $10.1M for FY 2021 vs $8.1M in FY 2020; net income available to common $9.5M.","Diluted EPS available to common $1.33, compared to $1.03 in the prior year.","Earnings growth driven by recoveries in allowance for loan losses and SBA PPP fee income."],"consensus_eps_estimate":null,"consensus_eps_actual":1.33,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":400192,"accession_number":"0001564590-22-000423","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2022-01-05T23:59:59+00:00","items":["9.01"],"status":"ready","headline":"Uwharrie Capital appoints Heather H. Almond as CFO effective Jan 1, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Heather H. Almond, 33, appointed CFO of Uwharrie Capital Corp and Uwharrie Bank.","Almond previously served as Chief Accounting Officer since joining the company in 2010.","R. David Beaver, III relinquishes CFO title but remains Chief Risk Officer and President of Uwharrie Bank.","Almond holds a B.S. in Accounting and an MBA from UNC Charlotte."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419160,"accession_number":"0001564590-21-057153","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2021-11-16T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports 179% EPS growth for 9M 2021; declares 3% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income 9M 2021: $8.9M ($1.17/share) vs $3.5M ($0.42) 9M 2020, a 179% increase.","Total assets grew 16% to $921M as of Sept 30, 2021.","Board declared 3% stock dividend (up from 2%), payable Nov 23 to holders of record Nov 9.","ROE 20%; stock price $9.65 on OTCQX; surpassed full-year 2020 earnings by Q3."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":419159,"accession_number":"0001564590-21-051407","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2021-10-21T23:59:59+00:00","items":["2.02","8.01","9.01"],"status":"ready","headline":"Uwharrie Capital Q3 net income $2.7M, EPS $0.35 up 77% YoY; declares 3% stock dividend","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $921.0M at Sep 30, 2021, up from $827.8M at Dec 31, 2020.","Net income for nine months 2021 was $8.9M vs $3.5M in same period 2020.","Q3 2021 net income available to common shareholders $2.5M ($0.35/share) vs $1.4M ($0.20/share) in Q3 2020, a 77% increase.","Board declared a 3% stock dividend payable Nov 23, 2021 to shareholders of record Nov 9, 2021."],"consensus_eps_estimate":null,"consensus_eps_actual":1.17,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436708,"accession_number":"0001564590-21-047331","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2021-09-08T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Uwharrie Capital issues $20M in subordinated notes for Tier 2 capital","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $12M of 3.50% fixed-to-floating rate subordinated notes due 2031 (10-Year Notes).","Issued $8M of 4.00% fixed-to-floating rate subordinated notes due 2036 (15-Year Notes).","Notes are unsecured, subordinated obligations ranking junior to senior debt.","Proceeds to augment Uwharrie Bank capital, repurchase shares, and for general corporate purposes.","Notes structured to qualify as Tier 2 capital under bank regulatory guidelines."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436707,"accession_number":"0001564590-21-045273","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2021-08-20T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports H1 2021 net income of $6.2M, EPS $0.84, up 221% YoY; assets up 13%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income available to common shareholders $5.9M in H1 2021, +258% from $1.6M in H1 2020.","Earnings per share $0.84 vs $0.23 in prior-year period.","Assets grew 12.98% to $845.3M at June 30, 2021 from $748.2M a year earlier.","Provision for loan losses declined sharply after $1.4M COVID-related increase in 2020.","Revenue growth driven by PPP loan forgiveness, low cost of funds, and higher mortgage/investment advisory income."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":436706,"accession_number":"0001564590-21-037735","cik":898171,"company_name":"UWHARRIE CAPITAL CORP","ticker":"UWHR","form_type":"8-K","filed_at":"2021-07-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Uwharrie Capital reports H1 2021 net income $6.2M ($0.84/share), up from $1.9M ($0.23)","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Total assets $845.3M at June 30, 2021, vs $827.8M at Dec 31, 2020.","Six-month net income $6.2M vs $1.9M YoY; EPS $0.84 vs $0.23.","Q2 net income $1.6M ($0.21/share), flat YoY.","Net income available to common holders $5.9M H1 vs $1.6M H1."],"consensus_eps_estimate":null,"consensus_eps_actual":0.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2021-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":80720000.0,"market_cap_bucket":"microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null}],"next_cursor":"2021-07-23T23:59:59+00:00|436706"}