Univest Financial Corporation UVSP Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Banking1 | $73.13M-0.5% | $73.46M+1.6% | $72.32M+2.8% | $70.33M+5.5% | $66.69M+0.3% | |
| Insurance | $7.43M+53.8% | $4.83M-11.8% | $5.48M+3.9% | $5.27M-23.7% | $6.91M+45.4% | |
| Wealth Management | $8.5M+0.3% | $8.48M+6.3% | $7.98M+3.8% | $7.68M-2.1% | $7.85M+0.7% | |
| Total segment assets by Business | ||||||
| Banking1 | $7.97B-3.6% | $8.27B-1.7% | $8.41B+8.1% | $7.79B-0.5% | $7.83B-2.0% | |
| Insurance | $62.22M+4.2% | $59.71M-0.2% | $59.83M+2.2% | $58.55M+1.7% | $57.6M+2.7% | |
| Wealth Management | $74.98M+2.6% | $73.11M+2.3% | $71.45M+2.1% | $70.01M+1.6% | $68.9M-0.2% | |
| Income (loss) before tax amount by Business | ||||||
| Banking1 | $29.1M-4.2% | $30.36M-6.6% | $32.5M+22.1% | $26.62M+2.0% | $26.08M+1.0% | |
| Insurance | $3.01M+183% | $1.06M-1.5% | $1.08M+11.8% | $964K-60.5% | $2.44M+458% | |
| Wealth Management | $2.49M+4.0% | $2.39M+12.9% | $2.12M+19.1% | $1.78M-11.2% | $2M+101% | |
| Other segment items (2) by Business | ||||||
| Banking1 | $5.55M-16.6% | $6.65M+11.1% | $5.99M+4.7% | $5.72M+10.2% | $5.19M-10.0% | |
| Insurance | -$3K— | —— | $150K-11.8% | $170K-21.3% | $216K+15.5% | |
| Wealth Management | $596K-8.0% | $648K+25.8% | $515K-5.3% | $544K+2.6% | $530K-21.2% | |
| Income Tax by Business | ||||||
| Banking1 | $6M-6.0% | $6.38M-1.7% | $6.49M+20.9% | $5.37M+5.7% | $5.08M-2.1% | |
| Insurance | $641K+371% | $136K-42.4% | $236K+10.8% | $213K-60.8% | $543K+579% | |
| Wealth Management | $503K+4.4% | $482K+12.6% | $428K+19.6% | $358K-11.8% | $406K+54.4% | |
| Noninterest income by Business | ||||||
| Banking1 | $8.13M-6.5% | $8.7M+2.9% | $8.46M-0.8% | $8.52M+11.6% | $7.64M-12.9% | |
| Insurance | $7.43M+53.8% | $4.83M-11.8% | $5.48M+3.9% | $5.27M-23.7% | $6.91M+45.4% | |
| Wealth Management | $8.49M+0.3% | $8.46M+6.3% | $7.96M+3.8% | $7.67M-2.1% | $7.83M+0.7% | |
| Net Income (Loss) Attributable to Noncontrolling Interest by Business | ||||||
| Banking1 | $23.1M-3.7% | $23.98M-7.8% | $26.01M+22.4% | $21.25M+1.2% | $21.01M+1.7% | |
| Insurance | $2.37M+156% | $926K+10.0% | $842K+12.1% | $751K-60.4% | $1.9M+431% | |
| Wealth Management | $1.98M+3.9% | $1.91M+13.0% | $1.69M+19.0% | $1.42M-11.0% | $1.59M+118% | |
| Interest Income (Expense), Operating by Business | ||||||
| Banking1 | $65M+0.4% | $64.77M+1.4% | $63.87M+3.3% | $61.81M+4.7% | $59.05M+2.3% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $13K-13.3% | $15K-6.3% | $16K+6.7% | $15K-6.3% | $16K-5.9% | |
| Net occupancy by Business | ||||||
| Banking1 | $2.42M+3.7% | $2.33M+10.0% | $2.12M-2.8% | $2.18M-4.6% | $2.29M-3.5% | |
| Insurance | $189K+41.0% | $134K-17.8% | $163K+5.8% | $154K-14.0% | $179K+21.8% | |
| Wealth Management | $123K-0.8% | $124K+0.8% | $123K-3.9% | $128K+4.9% | $122K+52.5% | |
| Interest Income by Business | ||||||
| Banking1 | $106.24M-4.8% | $111.58M+1.8% | $109.63M+3.7% | $105.69M+2.2% | $103.4M-3.8% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $13K-13.3% | $15K-6.3% | $16K+6.7% | $15K-6.3% | $16K-5.9% | |
| Net capital expenditures by Business | ||||||
| Banking1 | $400K+3.1% | $388K-1.8% | $395K-54.1% | $860K-42.3% | $1.49M+118% | |
| Insurance | $11K+1,000% | $1K-92.3% | $13K-45.8% | $24K+300% | $6K+200% | |
| Wealth Management | $4K-20.0% | $5K+25.0% | $4K+100% | $2K-71.4% | $7K+133% | |
| Loans and leases, including loans held for sale, net of allowance for credit losses by Business | ||||||
| Banking1 | $6.87B+0.3% | $6.84B+2.0% | $6.71B-0.4% | $6.73B-0.4% | $6.76B0.0% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Salaries, benefits and commissions by Business | ||||||
| Banking1 | $19.67M+2.9% | $19.12M+1.5% | $18.83M+2.4% | $18.38M-0.4% | $18.45M-3.4% | |
| Insurance | $3.86M+9.5% | $3.53M-4.8% | $3.7M+3.2% | $3.59M-2.4% | $3.68M+10.5% | |
| Wealth Management | $4.51M+3.2% | $4.37M-1.4% | $4.44M-1.5% | $4.5M+3.4% | $4.36M-8.6% | |
| Interest Expense by Business | ||||||
| Banking1 | $41.24M-11.9% | $46.82M+2.3% | $45.77M+4.3% | $43.88M-1.1% | $44.35M-10.8% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Intangible expenses by Business | ||||||
| Banking1 | $24K0.0% | $24K+4.3% | $23K-53.1% | $49K+4.3% | $47K-14.5% | |
| Insurance | $69K-11.5% | $78K-6.0% | $83K+1.2% | $82K-1.2% | $83K-17.0% | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Other Assets by Business | ||||||
| Banking1 | $839.34M+1.3% | $828.55M-1.6% | $842.22M+0.1% | $841.53M-0.2% | $843.55M+0.5% | |
| Insurance | $2.69M+10.2% | $2.44M-8.1% | $2.65M-6.8% | $2.84M+9.5% | $2.6M-8.2% | |
| Wealth Management | $2.51M-0.4% | $2.52M+1.3% | $2.49M-4.6% | $2.61M+1.5% | $2.57M-26.3% | |
| Goodwill, acquired during period by Business | ||||||
| Banking1 | $0— | $0— | $0— | $0— | $0— | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Marketing and advertising by Business | ||||||
| Banking1 | $291K+35.3% | $215K+24.3% | $173K-48.4% | $335K+111% | $159K-25.7% | |
| Insurance | $1K-96.7% | $30K— | $0-100% | $10K-16.7% | $12K-52.0% | |
| Wealth Management | $24K-63.6% | $66K+136% | $28K-6.7% | $30K+7.1% | $28K+12.0% | |
| Goodwill by Business | ||||||
| Banking1 | $138.48M0.0% | $138.48M0.0% | $138.48M0.0% | $138.48M0.0% | $138.48M0.0% | |
| Insurance | $21.6M0.0% | $21.6M0.0% | $21.6M0.0% | $21.6M0.0% | $21.6M0.0% | |
| Wealth Management | $15.43M0.0% | $15.43M0.0% | $15.43M0.0% | $15.43M0.0% | $15.43M0.0% | |
| Restructuring Charges by Business | ||||||
| Banking1 | $427K— | —— | —— | —— | —— | |
| Insurance | $0— | —— | —— | —— | —— | |
| Wealth Management | $0— | —— | —— | —— | —— | |
| Data processing by Business | ||||||
| Banking1 | $2.63M+6.1% | $2.48M-0.5% | $2.49M-3.5% | $2.59M+0.5% | $2.57M-18.6% | |
| Insurance | $149K+3.5% | $144K0.0% | $144K0.0% | $144K0.0% | $144K0.0% | |
| Wealth Management | $389K-1.8% | $396K+5.3% | $376K+0.5% | $374K+5.9% | $353K+8.3% | |
| Equipment by Business | ||||||
| Banking1 | $917K+1.6% | $903K-2.3% | $924K+3.9% | $889K-9.9% | $987K-3.8% | |
| Insurance | $17K-19.0% | $21K0.0% | $21K-22.2% | $27K+8.0% | $25K-3.8% | |
| Wealth Management | $12K-7.7% | $13K+44.4% | $9K-10.0% | $10K0.0% | $10K+11.1% | |
| Deposit insurance premiums by Business | ||||||
| Banking1 | $1.17M+5.8% | $1.11M-7.4% | $1.2M+11.3% | $1.07M-6.7% | $1.15M+4.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Professional fees by Business | ||||||
| Banking1 | $498K-23.3% | $649K+2.5% | $633K+5.5% | $600K+4.2% | $576K-36.7% | |
| Insurance | $1K-66.7% | $3K-70.0% | $10K-33.3% | $15K+7.1% | $14K-17.6% | |
| Wealth Management | $179K-41.5% | $306K+24.9% | $245K+31.0% | $187K-42.1% | $323K+41.7% | |
| Provision for Credit Losses by Business | ||||||
| Banking1 | $1.3M-58.6% | $3.15M+508% | $517K-90.9% | $5.69M+146% | $2.31M-2.9% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Cash & Equivalents by Business | ||||||
| Banking1 | $127.4M-72.5% | $462.89M-36.4% | $727.64M+879% | $74.29M-12.4% | $84.83M-65.7% | |
| Insurance | $37.93M+6.3% | $35.67M+0.3% | $35.58M+4.3% | $34.11M+2.1% | $33.4M+5.5% | |
| Wealth Management | $57.03M+3.4% | $55.16M+3.0% | $53.53M+3.0% | $51.97M+2.1% | $50.9M+1.5% | |
| Noninterest income by Product | ||||||
| Investment advisory commission and fee income | $6.15M+1.6% | $6.06M+6.8% | $5.67M+3.9% | $5.46M-2.7% | $5.61M+2.9% | |
| Other service fee income | $3.04M+14.0% | $2.67M+10.4% | $2.42M-23.2% | $3.15M+16.3% | $2.71M-22.1% | |
| Service charges on deposit accounts | $2.28M+1.9% | $2.24M-2.8% | $2.3M+1.9% | $2.26M+2.9% | $2.19M+0.1% | |
| Trust fee income | $2.24M-3.5% | $2.32M+3.9% | $2.23M+3.9% | $2.15M-0.7% | $2.16M-4.6% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Univest Financial Corporation break its business down?
- Univest Financial Corporation (UVSP) reports total revenue by business across 3 parts — Banking1, Insurance and Wealth Management. Each is extracted from the segment footnotes and tracked over time.
- Where does Univest Financial Corporation's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Univest Financial Corporation's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
