Skip to content
Screener

Union Bankshares UNB Wealth management income

Wealth management income at other companies

Meridian logo
MeridianMRBK
$1.71M+14.3%
Meridian logo
MeridianMRBK
$1.61M+11.3%
Provident Financial Services logo
Provident Financial ServicesPFS
$7.52M+8.2%
Meridian logo
MeridianMRBK
-$1K
Meridian logo
MeridianMRBK
$0
Provident Financial Services logo
Provident Financial ServicesPFS
$7.52M+8.2%

Other financials

Income statement

See full
Revenue$14.9M+12.6%
Net income$3.2M+29.2%
EPS (diluted)$0.60+15.4%

Balance sheet

See full
Cash & equivalents$31.0M+5.9%
Total debt$2.4M-4.0%
Total equity$90.4M+26.9%
Total assets$1.6B+5.3%

Cash flow

See full
Operating cash flow$6.9M+2,300%
CapEx$920.0K+37.5%
Free cash flow$6.0M

Valuation

See full
Market cap$108.8M-8.7%
P/E8.5×-4.0×
P/S1.9×-0.5×

Profitability

See full
Net margin22.3%+3.4pp
FCF margin36.5%+15.4pp

Returns & leverage

See full
Return on equity15.8%+1.8pp
Debt / equity0.0×

Where this comes from

Reported directly by Union Bankshares in its filing.

Tagged under the XBRL concept unb:WealthManagementIncome.

The source filing: Union Bankshares’s 10-Q, filed August 7, 2026.

Filed
Aug 7, 2026, 3:21 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0000706863-26-000073
Interest and dividend incomeThree Months Ended June 30, 2026 / (Dollars in thousands, except per share data)Three Months Ended June 30, 2025 / (Dollars in thousands, except per share data)Six Months Ended June 30, 2026 / (Dollars in thousands, except per share data)Six Months Ended June 30, 2025 / (Dollars in thousands, except per share data)
Credit loss expense (benefit)175221(150)456
Net interest income after credit loss expense (benefit)11,44510,22523,06520,260
Noninterest income
Wealth management income329295633571
Service fees1,7201,7153,4063,372
Net gains on sales of loans held for sale490480840869
Net gains on other investments15111912584
Other income553150733303

Item 1. Financial Statements

FAQ

What is Union Bankshares's wealth management income?
Union Bankshares (UNB) reported wealth management income of $329K in Q2 2026.
How has Union Bankshares's wealth management income changed year-over-year?
Union Bankshares's wealth management income increased by 11.5% year-over-year, from $295K to $329K.
What is the long-term trend for Union Bankshares's wealth management income?
Over 3 years (2022 to 2025), Union Bankshares's wealth management income has grown at a 12.3% compound annual growth rate (CAGR), from $838K to $1.19M.
What does wealth management income mean?
Wealth management income as reported by Union Bankshares, Inc.

Ask your AI about Union Bankshares's wealth management income.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude