Univest Financial Corporation UVSP Business Segments
| Q1 '26 | Q4 '25 | Q3 '25 | Q2 '25 | Q1 '25 | ||
|---|---|---|---|---|---|---|
| Total Revenue by Business | ||||||
| Banking1 | $73.13M+9.7% | $73.46M+10.5% | $72.32M+16.3% | $70.33M+12.9% | $66.69M+3.1% | |
| Insurance | $7.43M+7.6% | $4.83M+1.7% | $5.48M+4.4% | $5.27M+1.6% | $6.91M-5.2% | |
| Wealth Management | $8.5M+8.3% | $8.48M+8.8% | $7.98M-0.9% | $7.68M+13.5% | $7.85M+6.5% | |
| Total segment assets by Business | ||||||
| Banking1 | $7.97B+1.9% | $8.27B+3.6% | $8.41B+4.3% | $7.79B+0.8% | $7.83B+2.8% | |
| Insurance | $62.22M+8.0% | $59.71M+6.4% | $59.83M+12.1% | $58.55M+14.6% | $57.6M+15.1% | |
| Wealth Management | $74.98M+8.8% | $73.11M+5.9% | $71.45M+9.3% | $70.01M+8.8% | $68.9M+9.5% | |
| Income (loss) before tax amount by Business | ||||||
| Banking1 | $29.1M+11.5% | $30.36M+17.5% | $32.5M+50.1% | $26.62M+10.5% | $26.08M+6.2% | |
| Insurance | $3.01M+23.3% | $1.06M+143% | $1.08M-2.5% | $964K-10.3% | $2.44M-21.6% | |
| Wealth Management | $2.49M+24.4% | $2.39M+140% | $2.12M-9.3% | $1.78M+115% | $2M+3.6% | |
| Other segment items (2) by Business | ||||||
| Banking1 | $5.55M+6.9% | $6.65M+15.4% | $5.99M+21.2% | $5.72M+11.3% | $5.19M+2.1% | |
| Insurance | -$3K-101% | —— | $150K+4.2% | $170K-7.1% | $216K+46.9% | |
| Wealth Management | $596K+12.5% | $648K-3.7% | $515K-15.8% | $544K-21.6% | $530K-13.8% | |
| Income Tax by Business | ||||||
| Banking1 | $6M+18.1% | $6.38M+23.1% | $6.49M+41.3% | $5.37M+13.4% | $5.08M+2.4% | |
| Insurance | $641K+18.0% | $136K+70.0% | $236K-8.9% | $213K-9.7% | $543K-21.1% | |
| Wealth Management | $503K+23.9% | $482K+83.3% | $428K+7.5% | $358K+20.1% | $406K-1.7% | |
| Noninterest income by Business | ||||||
| Banking1 | $8.13M+6.4% | $8.7M-0.9% | $8.46M+25.6% | $8.52M-5.4% | $7.64M-30.3% | |
| Insurance | $7.43M+7.6% | $4.83M+1.7% | $5.48M+4.4% | $5.27M+1.6% | $6.91M-5.2% | |
| Wealth Management | $8.49M+8.3% | $8.46M+8.8% | $7.96M-0.9% | $7.67M+13.6% | $7.83M+6.5% | |
| Net Income (Loss) Attributable to Noncontrolling Interest by Business | ||||||
| Banking1 | $23.1M+10.0% | $23.98M+16.1% | $26.01M+52.5% | $21.25M+9.8% | $21.01M+7.2% | |
| Insurance | $2.37M+24.8% | $926K+159% | $842K-0.6% | $751K-10.5% | $1.9M-21.8% | |
| Wealth Management | $1.98M+24.5% | $1.91M+161% | $1.69M-12.8% | $1.42M+168% | $1.59M+5.1% | |
| Interest Income (Expense), Operating by Business | ||||||
| Banking1 | $65M+10.1% | $64.77M+12.2% | $63.87M+15.1% | $61.81M+16.0% | $59.05M+9.9% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $13K-18.8% | $15K-11.8% | $16K-15.8% | $15K-21.1% | $16K-11.1% | |
| Net occupancy by Business | ||||||
| Banking1 | $2.42M+5.8% | $2.33M-1.6% | $2.12M-9.0% | $2.18M-3.2% | $2.29M-8.1% | |
| Insurance | $189K+5.6% | $134K-8.8% | $163K+9.4% | $154K-1.9% | $179K+11.2% | |
| Wealth Management | $123K+0.8% | $124K+55.0% | $123K+59.7% | $128K+62.0% | $122K+52.5% | |
| Interest Income by Business | ||||||
| Banking1 | $106.24M+2.7% | $111.58M+3.8% | $109.63M+3.0% | $105.69M+5.9% | $103.4M+4.9% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $13K-18.8% | $15K-11.8% | $16K-15.8% | $15K-21.1% | $16K-11.1% | |
| Net capital expenditures by Business | ||||||
| Banking1 | $400K-73.2% | $388K-43.2% | $395K-27.4% | $860K+25.5% | $1.49M+202% | |
| Insurance | $11K+83.3% | $1K-50.0% | $13K+117% | $24K-58.6% | $6K-33.3% | |
| Wealth Management | $4K-42.9% | $5K+66.7% | $4K— | $2K-60.0% | $7K+16.7% | |
| Loans and leases, including loans held for sale, net of allowance for credit losses by Business | ||||||
| Banking1 | $6.87B+1.6% | $6.84B+1.3% | $6.71B— | $6.73B— | $6.76B— | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Salaries, benefits and commissions by Business | ||||||
| Banking1 | $19.67M+6.6% | $19.12M+0.1% | $18.83M+2.7% | $18.38M+2.3% | $18.45M-3.7% | |
| Insurance | $3.86M+5.1% | $3.53M+6.0% | $3.7M+7.9% | $3.59M+6.5% | $3.68M+6.5% | |
| Wealth Management | $4.51M+3.6% | $4.37M-8.3% | $4.44M-0.5% | $4.5M-1.0% | $4.36M+5.2% | |
| Interest Expense by Business | ||||||
| Banking1 | $41.24M-7.0% | $46.82M-5.8% | $45.77M-10.2% | $43.88M-5.7% | $44.35M-1.1% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Intangible expenses by Business | ||||||
| Banking1 | $24K-48.9% | $24K-56.4% | $23K-58.2% | $49K-38.0% | $47K-39.7% | |
| Insurance | $69K-16.9% | $78K-22.0% | $83K-23.9% | $82K-24.8% | $83K-23.9% | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Other Assets by Business | ||||||
| Banking1 | $839.34M-0.5% | $828.55M-1.3% | $842.22M— | $841.53M— | $843.55M— | |
| Insurance | $2.69M+3.4% | $2.44M-13.8% | $2.65M— | $2.84M— | $2.6M— | |
| Wealth Management | $2.51M-2.2% | $2.52M-27.7% | $2.49M— | $2.61M— | $2.57M— | |
| 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+83.0% | $215K+0.5% | $173K-7.5% | $335K+4.7% | $159K+40.7% | |
| Insurance | $1K-91.7% | $30K+20.0% | $0-100% | $10K+100% | $12K+9.1% | |
| Wealth Management | $24K-14.3% | $66K+164% | $28K+3.7% | $30K-59.5% | $28K-12.5% | |
| 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+2.3% | $2.48M-21.5% | $2.49M-20.2% | $2.59M-16.9% | $2.57M-25.9% | |
| Insurance | $149K+3.5% | $144K0.0% | $144K+2.1% | $144K+8.3% | $144K+14.3% | |
| Wealth Management | $389K+10.2% | $396K+21.5% | $376K+3.9% | $374K-0.5% | $353K0.0% | |
| Equipment by Business | ||||||
| Banking1 | $917K-7.1% | $903K-12.0% | $924K-8.2% | $889K-9.8% | $987K-3.2% | |
| Insurance | $17K-32.0% | $21K-19.2% | $21K-12.5% | $27K+17.4% | $25K+8.7% | |
| Wealth Management | $12K+20.0% | $13K+44.4% | $9K-18.2% | $10K-9.1% | $10K+11.1% | |
| Deposit insurance premiums by Business | ||||||
| Banking1 | $1.17M+1.7% | $1.11M+0.4% | $1.2M+8.9% | $1.07M-2.2% | $1.15M+1.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Professional fees by Business | ||||||
| Banking1 | $498K-13.5% | $649K-28.7% | $633K-24.7% | $600K-28.3% | $576K-16.5% | |
| Insurance | $1K-92.9% | $3K-82.4% | $10K+25.0% | $15K+66.7% | $14K-39.1% | |
| Wealth Management | $179K-44.6% | $306K+34.2% | $245K+108% | $187K+68.5% | $323K+103% | |
| Provision for Credit Losses by Business | ||||||
| Banking1 | $1.3M-43.6% | $3.15M+32.1% | $517K-63.4% | $5.69M+705% | $2.31M+61.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Cash & Equivalents by Business | ||||||
| Banking1 | $127.4M+50.2% | $462.89M+87.4% | $727.64M— | $74.29M— | $84.83M— | |
| Insurance | $37.93M+13.6% | $35.67M+12.6% | $35.58M— | $34.11M— | $33.4M— | |
| Wealth Management | $57.03M+12.0% | $55.16M+10.0% | $53.53M— | $51.97M— | $50.9M— | |
| Noninterest income by Product | ||||||
| Investment advisory commission and fee income | $6.15M+9.6% | $6.06M+11.0% | $5.67M+6.6% | $5.46M+4.2% | $5.61M+8.1% | |
| Other service fee income | $3.04M+12.3% | $2.67M-23.2% | $2.42M+33.1% | $3.15M+3.4% | $2.71M-57.8% | |
| Service charges on deposit accounts | $2.28M+3.9% | $2.24M+2.1% | $2.3M+13.0% | $2.26M+13.9% | $2.19M+17.3% | |
| Trust fee income | $2.24M+3.5% | $2.32M+2.3% | $2.23M+5.7% | $2.15M+6.9% | $2.16M+2.5% |
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.
