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Stock impact report

Jefferies and KBW Neutral on UWM Holdings (UWMC) [Yahoo! Finance]

UWM Holdings Corporation Class A (UWMC) 
Company Research Source: Yahoo! Finance
Corporation (NYSE:UWMC), giving the stock a Hold rating and setting the price target at $5. The research firm noted that UWM Holdings Corporation (NYSE:UWMC) is in a good position structurally and has strong operating leverage as the next mortgage cycle approaches. However, Jefferies believes the current share price already reflects a balanced risk-reward profile. Using forecasts from Fannie Mae, Jefferies expects total mortgage originations to increase to $2.3 trillion in 2026 and $2.5 trillion in 2027. The firm sees long-term growth potential for UWM Holdings Corporation (NYSE:UWMC). Jefferies pointed to the company's growing broker channel, cost savings from servicing insourcing expected by 2027, and AI-enabled processes that could help improve loan volumes and gain-on-sale margins. However, the research firm noted that the current share price of UWM Holdings Corporation (NYSE:UWMC) already reflects “a material portion of the medium-term recovery narrative.” Earlier, on D Show less Read more
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