Univest Financial Corporation UVSP Business Segments
| FY'25 | FY'24 | FY'23 | FY'22 | ||
|---|---|---|---|---|---|
| Total Revenue by Business | |||||
| Banking1 | $282.81M+10.6% | $255.68M-0.7% | $257.43M+1.2% | $254.38M+19,589% | |
| Insurance | $22.48M+0.1% | $22.47M+4.5% | $21.5M+7.9% | $19.93M+3,234% | |
| Wealth Management | $31.98M+6.7% | $29.98M+11.6% | $26.87M-3.0% | $27.72M+4,325% | |
| Total segment assets by Business | |||||
| Banking1 | $32.3B+2.9% | $31.39B+4.4% | $30.08B+9.4% | $27.48B+4.0% | |
| Insurance | $235.69M+11.9% | $210.66M+11.5% | $188.98M+8.8% | $173.65M+12.9% | |
| Wealth Management | $283.46M+8.3% | $261.65M+10.2% | $237.4M+7.1% | $221.72M+9.1% | |
| Income (loss) before tax amount by Business | |||||
| Banking1 | $115.56M+20.2% | $96.12M+6.5% | $90.28M-3.4% | $93.5M-16.6% | |
| Insurance | $5.54M-3.3% | $5.73M+11.9% | $5.12M+55.4% | $3.3M-2.8% | |
| Wealth Management | $8.28M+36.1% | $6.08M+17.9% | $5.16M-34.5% | $7.88M-16.3% | |
| Other segment items (2) by Business | |||||
| Banking1 | $23.55M+12.5% | $20.92M+4.3% | $20.07M+7.8% | $18.61M— | |
| Wealth Management | $2.24M-13.8% | $2.59M-8.3% | $2.83M+7.2% | $2.64M— | |
| Income Tax by Business | |||||
| Banking1 | $23.31M+19.7% | $19.47M+5.6% | $18.44M-1.7% | $18.75M-16.9% | |
| Insurance | $1.13M-10.7% | $1.26M+12.0% | $1.13M+66.1% | $679K-4.0% | |
| Wealth Management | $1.67M+22.0% | $1.37M+78.6% | $768K-53.2% | $1.64M-15.2% | |
| Noninterest income by Business | |||||
| Banking1 | $33.32M-6.1% | $35.48M+24.9% | $28.41M-6.4% | $30.34M-21.0% | |
| Insurance | $22.48M+0.1% | $22.47M+4.5% | $21.5M+7.9% | $19.93M+17.3% | |
| Wealth Management | $31.92M+6.7% | $29.91M+11.6% | $26.8M-3.2% | $27.7M+0.7% | |
| Net Income (Loss) Attributable to Noncontrolling Interest by Business | |||||
| Banking1 | $92.24M+20.3% | $76.65M+6.7% | $71.84M— | —— | |
| Insurance | $4.42M-1.2% | $4.47M+11.9% | $3.99M— | —— | |
| Wealth Management | $6.61M+40.2% | $4.71M+10.2% | $4.27M— | —— | |
| Interest Income (Expense), Operating by Business | |||||
| Banking1 | $249.49M+13.3% | $220.2M-3.8% | $229.02M+2.2% | $224.07M+14.6% | |
| Insurance | $0— | $0— | $0— | $0— | |
| Wealth Management | $62K-15.1% | $73K+9.0% | $67K+844% | -$9K+71.0% | |
| Net occupancy by Business | |||||
| Banking1 | $8.93M-5.5% | $9.45M+2.5% | $9.22M+6.2% | $8.68M— | |
| Insurance | $630K+2.6% | $614K+2.5% | $599K-0.2% | $600K— | |
| Wealth Management | $497K+57.3% | $316K+13.7% | $278K+13.9% | $244K— | |
| Interest Income by Business | |||||
| Banking1 | $430.31M+4.4% | $412.26M+10.9% | $371.63M+47.4% | $252.14M+20.2% | |
| Insurance | $0— | $0— | $0— | $0— | |
| Wealth Management | $62K-15.1% | $73K+9.0% | $67K+219% | $21K— | |
| Net capital expenditures by Business | |||||
| Banking1 | $3.13M+598% | $449K-89.3% | $4.19M+269% | -$2.47M— | |
| Insurance | $44K-41.3% | $75K-51.9% | $156K+90.2% | $82K+310% | |
| Wealth Management | $18K+28.6% | $14K-26.3% | $19K-96.4% | $534K+3,041% | |
| Loans and leases, including loans held for sale, net of allowance for credit losses by Business | |||||
| Banking1 | $27.04B— | —— | —— | —— | |
| Insurance | $0— | —— | —— | —— | |
| Wealth Management | $0— | —— | —— | —— | |
| Salaries, benefits and commissions by Business | |||||
| Banking1 | $74.77M+0.3% | $74.56M-0.5% | $74.93M+8.8% | $68.87M— | |
| Insurance | $14.49M+6.7% | $13.58M+2.2% | $13.28M+2.5% | $12.96M— | |
| Wealth Management | $17.67M-1.4% | $17.91M+13.4% | $15.79M+11.1% | $14.22M— | |
| Interest Expense by Business | |||||
| Banking1 | $180.82M-5.9% | $192.06M— | —— | —— | |
| Insurance | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0-100% | $30K-3.2% | |
| Intangible expenses by Business | |||||
| Banking1 | $143K-46.4% | $267K-31.5% | $390K-24.1% | $514K— | |
| Insurance | $326K-23.7% | $427K-22.1% | $548K-19.8% | $683K— | |
| Wealth Management | $0— | $0— | $0-100% | $96K— | |
| Other Assets by Business | |||||
| Banking1 | $3.36B— | —— | —— | —— | |
| Insurance | $10.53M— | —— | —— | —— | |
| Wealth Management | $10.18M— | —— | —— | —— | |
| Goodwill, acquired during period by Business | |||||
| Banking1 | $0— | $0— | $0— | $0— | |
| Insurance | $0— | $0— | $0— | $0-100% | |
| Wealth Management | $0— | $0— | $0— | $0— | |
| Marketing and advertising by Business | |||||
| Banking1 | $882K+5.8% | $834K-33.3% | $1.25M-22.9% | $1.62M— | |
| Insurance | $52K-1.9% | $53K-24.3% | $70K+14.8% | $61K— | |
| Wealth Management | $152K-3.8% | $158K-4.8% | $166K+38.3% | $120K— | |
| Goodwill by Business | |||||
| Banking1 | $553.9M0.0% | $553.9M0.0% | $553.9M0.0% | $553.9M0.0% | |
| Insurance | $86.4M0.0% | $86.4M0.0% | $86.4M0.0% | $86.4M+11.4% | |
| Wealth Management | $61.74M0.0% | $61.74M0.0% | $61.74M0.0% | $61.74M0.0% | |
| Data processing by Business | |||||
| Banking1 | $10.13M-21.2% | $12.87M-0.4% | $12.91M+9.8% | $11.76M— | |
| Insurance | $576K+5.9% | $544K+3.2% | $527K-5.0% | $555K— | |
| Wealth Management | $1.5M+5.8% | $1.42M+4.1% | $1.36M+22.5% | $1.11M— | |
| Equipment by Business | |||||
| Banking1 | $3.7M-8.3% | $4.04M+7.2% | $3.77M+6.2% | $3.55M— | |
| Insurance | $94K-2.1% | $96K+9.1% | $88K-1.1% | $89K— | |
| Wealth Management | $42K+5.0% | $40K-9.1% | $44K-17.0% | $53K— | |
| Deposit insurance premiums by Business | |||||
| Banking1 | $4.53M+2.1% | $4.43M-8.1% | $4.83M+56.9% | $3.08M— | |
| Insurance | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | |
| Professional fees by Business | |||||
| Banking1 | $2.46M-25.0% | $3.28M-8.5% | $3.58M-26.8% | $4.9M— | |
| Insurance | $42K-26.3% | $57K+159% | $22K-66.2% | $65K— | |
| Wealth Management | $1.06M+72.2% | $616K-31.8% | $903K+84.3% | $490K— | |
| Provision for Credit Losses by Business | |||||
| Banking1 | $11.67M+96.6% | $5.93M-44.9% | $10.77M-11.7% | $12.2M— | |
| Insurance | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | |
| Cash & Equivalents by Business | |||||
| Banking1 | $1.35B— | —— | —— | —— | |
| Insurance | $138.76M— | —— | —— | —— | |
| Wealth Management | $211.55M— | —— | —— | —— | |
| Noninterest income by Product | |||||
| Investment advisory commission and fee income | $22.8M+7.5% | $21.21M+12.4% | $18.86M-4.5% | $19.75M+4.3% | |
| Other service fee income | $10.94M-25.8% | $14.75M+19.1% | $12.38M-0.4% | $12.43M+20.9% | |
| Service charges on deposit accounts | $8.99M+11.2% | $8.08M+14.7% | $7.05M+14.1% | $6.18M+12.2% | |
| Trust fee income | $8.85M+4.3% | $8.49M+9.8% | $7.73M-0.1% | $7.74M-7.9% |
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.
