Univest Financial Corporation UVSP Business Segments
| TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | TTM Q2 '25 | TTM Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Banking1 | $289.25M+2.3% | $282.81M+2.5% | $275.85M+3.8% | $265.73M+3.1% | $257.69M+0.8% | |
| Insurance | $23.01M+2.3% | $22.48M+0.4% | $22.4M+1.0% | $22.17M+0.4% | $22.09M-1.7% | |
| Wealth Management | $32.63M+2.0% | $31.98M+2.2% | $31.3M-0.2% | $31.37M+3.0% | $30.46M+1.6% | |
| Total segment assets by Business | ||||||
| Banking1 | $32.44B+0.5% | $32.3B+0.9% | $32.01B+1.1% | $31.66B+0.2% | $31.6B+0.7% | |
| Insurance | $240.3M+2.0% | $235.69M+1.6% | $232.08M+2.9% | $225.64M+3.4% | $218.19M+3.6% | |
| Wealth Management | $289.54M+2.1% | $283.46M+1.4% | $279.42M+2.2% | $273.33M+2.1% | $267.65M+2.3% | |
| Income (loss) before tax amount by Business | ||||||
| Banking1 | $118.57M+2.6% | $115.56M+4.1% | $111.03M+10.8% | $100.18M+2.6% | $97.65M+1.6% | |
| Insurance | $6.11M+10.2% | $5.54M+12.7% | $4.92M-0.6% | $4.95M-2.2% | $5.06M-11.7% | |
| Wealth Management | $8.77M+5.9% | $8.28M+20.3% | $6.89M-3.1% | $7.1M+15.4% | $6.15M+1.2% | |
| Other segment items (2) by Business | ||||||
| Banking1 | $23.91M+1.5% | $23.55M+3.9% | $22.66M+4.8% | $21.61M+2.8% | $21.03M+0.5% | |
| Wealth Management | $2.3M+3.0% | $2.24M-1.1% | $2.26M-4.1% | $2.36M-6.0% | $2.51M-3.3% | |
| Income Tax by Business | ||||||
| Banking1 | $24.23M+3.9% | $23.31M+5.4% | $22.12M+9.4% | $20.22M+3.2% | $19.59M+0.6% | |
| Insurance | $1.23M+8.7% | $1.13M+5.2% | $1.07M-2.1% | $1.1M-2.1% | $1.12M-11.5% | |
| Wealth Management | $1.77M+5.8% | $1.67M+15.1% | $1.46M+2.1% | $1.43M+4.4% | $1.37M-0.5% | |
| Noninterest income by Business | ||||||
| Banking1 | $33.81M+1.5% | $33.32M-0.2% | $33.39M+5.4% | $31.67M-1.5% | $32.16M-9.4% | |
| Insurance | $23.01M+2.3% | $22.48M+0.4% | $22.4M+1.0% | $22.17M+0.4% | $22.09M-1.7% | |
| Wealth Management | $32.57M+2.0% | $31.92M+2.2% | $31.24M-0.2% | $31.3M+3.0% | $30.39M+1.6% | |
| Net Income (Loss) Attributable to Noncontrolling Interest by Business | ||||||
| Banking1 | $94.34M+2.3% | $92.24M+3.7% | $88.91M+11.2% | $79.96M+2.4% | $78.06M+1.8% | |
| Insurance | $4.89M+10.6% | $4.42M+14.8% | $3.85M-0.1% | $3.85M-2.2% | $3.94M-11.8% | |
| Wealth Management | $7M+5.9% | $6.61M+21.7% | $5.43M-4.4% | $5.68M+18.6% | $4.79M+1.6% | |
| Interest Income (Expense), Operating by Business | ||||||
| Banking1 | $255.44M+2.4% | $249.49M+2.9% | $242.46M+3.6% | $234.06M+3.8% | $225.53M+2.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $59K-4.8% | $62K-3.1% | $64K-4.5% | $67K-5.6% | $71K-2.7% | |
| Net occupancy by Business | ||||||
| Banking1 | $9.06M+1.5% | $8.93M-0.4% | $8.96M-2.3% | $9.17M-0.8% | $9.25M-2.1% | |
| Insurance | $640K+1.6% | $630K-2.0% | $643K+2.2% | $629K-0.5% | $632K+2.9% | |
| Wealth Management | $498K+0.2% | $497K+9.7% | $453K+11.3% | $407K+13.7% | $358K+13.3% | |
| Interest Income by Business | ||||||
| Banking1 | $433.14M+0.7% | $430.31M+1.0% | $426.18M+0.8% | $422.97M+1.4% | $417.08M+1.2% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $59K-4.8% | $62K-3.1% | $64K-4.5% | $67K-5.6% | $71K-2.7% | |
| Net capital expenditures by Business | ||||||
| Banking1 | $2.04M-34.8% | $3.13M-8.6% | $3.43M-4.2% | $3.58M+5.1% | $3.4M+658% | |
| Insurance | $49K+11.4% | $44K-2.2% | $45K+18.4% | $38K-47.2% | $72K-4.0% | |
| Wealth Management | $15K-16.7% | $18K+12.5% | $16K+33.3% | $12K-20.0% | $15K+7.1% | |
| Loans and leases, including loans held for sale, net of allowance for credit losses by Business | ||||||
| Banking1 | $27.14B+0.4% | $27.04B+0.3% | $26.95B— | —— | —— | |
| Insurance | $0— | $0— | $0— | —— | —— | |
| Wealth Management | $0— | $0— | $0— | —— | —— | |
| Salaries, benefits and commissions by Business | ||||||
| Banking1 | $75.99M+1.6% | $74.77M0.0% | $74.76M+0.7% | $74.26M+0.6% | $73.85M-1.0% | |
| Insurance | $14.68M+1.3% | $14.49M+1.4% | $14.29M+1.9% | $14.02M+1.6% | $13.8M+1.6% | |
| Wealth Management | $17.82M+0.9% | $17.67M-2.2% | $18.06M-0.1% | $18.08M-0.2% | $18.13M+1.2% | |
| Interest Expense by Business | ||||||
| Banking1 | $177.7M-1.7% | $180.82M-1.6% | $183.73M-2.7% | $188.91M-1.4% | $191.55M-0.3% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Intangible expenses by Business | ||||||
| Banking1 | $120K-16.1% | $143K-17.8% | $174K-15.5% | $206K-12.7% | $236K-11.6% | |
| Insurance | $312K-4.3% | $326K-6.3% | $348K-7.0% | $374K-6.7% | $401K-6.1% | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Other Assets by Business | ||||||
| Banking1 | $3.35B-0.1% | $3.36B-0.3% | $3.37B— | —— | —— | |
| Insurance | $10.62M+0.8% | $10.53M-3.6% | $10.92M— | —— | —— | |
| Wealth Management | $10.12M-0.6% | $10.18M-8.7% | $11.15M— | —— | —— | |
| 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 | $1.01M+15.0% | $882K+0.1% | $881K-1.6% | $895K+1.7% | $880K+5.5% | |
| Insurance | $41K-21.2% | $52K+10.6% | $47K-20.3% | $59K+9.3% | $54K+1.9% | |
| Wealth Management | $148K-2.6% | $152K+36.9% | $111K+0.9% | $110K-28.6% | $154K-2.5% | |
| Goodwill by Business | ||||||
| Banking1 | $553.9M0.0% | $553.9M0.0% | $553.9M0.0% | $553.9M0.0% | $553.9M0.0% | |
| Insurance | $86.4M0.0% | $86.4M0.0% | $86.4M0.0% | $86.4M0.0% | $86.4M0.0% | |
| Wealth Management | $61.74M0.0% | $61.74M0.0% | $61.74M0.0% | $61.74M0.0% | $61.74M0.0% | |
| Data processing by Business | ||||||
| Banking1 | $10.19M+0.6% | $10.13M-6.3% | $10.81M-5.5% | $11.44M-4.4% | $11.97M-7.0% | |
| Insurance | $581K+0.9% | $576K0.0% | $576K+0.5% | $573K+2.0% | $562K+3.3% | |
| Wealth Management | $1.54M+2.4% | $1.5M+4.9% | $1.43M+1.0% | $1.42M-0.1% | $1.42M0.0% | |
| Equipment by Business | ||||||
| Banking1 | $3.63M-1.9% | $3.7M-3.2% | $3.83M-2.1% | $3.91M-2.4% | $4.01M-0.8% | |
| Insurance | $86K-8.5% | $94K-5.1% | $99K-2.9% | $102K+4.1% | $98K+2.1% | |
| Wealth Management | $44K+4.8% | $42K+10.5% | $38K-5.0% | $40K-2.4% | $41K+2.5% | |
| Deposit insurance premiums by Business | ||||||
| Banking1 | $4.55M+0.4% | $4.53M+0.1% | $4.52M+2.2% | $4.42M-0.5% | $4.45M+0.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Professional fees by Business | ||||||
| Banking1 | $2.38M-3.2% | $2.46M-9.6% | $2.72M-7.1% | $2.93M-7.5% | $3.16M-3.5% | |
| Insurance | $29K-31.0% | $42K-25.0% | $56K+3.7% | $54K+12.5% | $48K-15.8% | |
| Wealth Management | $917K-13.6% | $1.06M+7.9% | $983K+14.8% | $856K+9.7% | $780K+26.6% | |
| Provision for Credit Losses by Business | ||||||
| Banking1 | $10.66M-8.6% | $11.67M+7.0% | $10.9M-7.6% | $11.8M+73.2% | $6.81M+14.8% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Cash & Equivalents by Business | ||||||
| Banking1 | $1.39B+3.2% | $1.35B+19.0% | $1.13B— | —— | —— | |
| Insurance | $143.28M+3.3% | $138.76M+3.0% | $134.76M— | —— | —— | |
| Wealth Management | $217.68M+2.9% | $211.55M+2.4% | $206.54M— | —— | —— | |
| Noninterest income by Product | ||||||
| Investment advisory commission and fee income | $23.34M+2.4% | $22.8M+2.7% | $22.2M+1.6% | $21.85M+1.0% | $21.63M+2.0% | |
| Other service fee income | $11.27M+3.1% | $10.94M-6.9% | $11.74M+5.4% | $11.14M+0.9% | $11.04M-25.1% | |
| Service charges on deposit accounts | $9.08M+0.9% | $8.99M+0.5% | $8.95M+3.1% | $8.68M+3.3% | $8.41M+4.0% | |
| Trust fee income | $8.93M+0.8% | $8.85M+0.6% | $8.8M+1.4% | $8.68M+1.6% | $8.54M+0.6% |
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.
