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+12.2% | $282.81M+10.6% | $275.85M-38.1% | $265.73M-30.8% | $257.69M-19.9% | |
| Insurance | $23.01M+4.2% | $22.48M+0.1% | $22.4M-43.4% | $22.17M-35.2% | $22.09M-23.6% | |
| Wealth Management | $32.63M+7.1% | $31.98M+6.7% | $31.3M-36.6% | $31.37M-23.9% | $30.46M-11.3% | |
| Total segment assets by Business | ||||||
| Banking1 | $32.44B+2.7% | $32.3B+2.9% | $32.01B+3.1% | $31.66B+3.2% | $31.6B+3.8% | |
| Insurance | $240.3M+10.1% | $235.69M+11.9% | $232.08M+14.3% | $225.64M+14.4% | $218.19M+13.1% | |
| Wealth Management | $289.54M+8.2% | $283.46M+8.3% | $279.42M+9.5% | $273.33M+10.4% | $267.65M+11.0% | |
| Income (loss) before tax amount by Business | ||||||
| Banking1 | $118.57M+21.4% | $115.56M+20.2% | $111.03M+18.7% | $100.18M+7.0% | $97.65M+8.4% | |
| Insurance | $6.11M+20.8% | $5.54M-3.3% | $4.92M-15.4% | $4.95M-10.2% | $5.06M-9.2% | |
| Wealth Management | $8.77M+42.5% | $8.28M+36.1% | $6.89M+35.3% | $7.1M+63.9% | $6.15M+16.3% | |
| Other segment items (2) by Business | ||||||
| Banking1 | $23.91M+13.7% | $23.55M+12.5% | $22.66M+12.3% | $21.61M+6.7% | $21.03M+4.5% | |
| Wealth Management | $2.3M-8.2% | $2.24M-13.8% | $2.26M-13.9% | $2.36M-13.4% | $2.51M-8.3% | |
| Income Tax by Business | ||||||
| Banking1 | $24.23M+23.7% | $23.31M+19.7% | $22.12M+17.6% | $20.22M+8.3% | $19.59M+7.5% | |
| Insurance | $1.23M+9.7% | $1.13M-10.7% | $1.07M-17.3% | $1.1M-10.4% | $1.12M-9.3% | |
| Wealth Management | $1.77M+29.7% | $1.67M+22.0% | $1.46M+12.2% | $1.43M+20.5% | $1.37M+34.2% | |
| Noninterest income by Business | ||||||
| Banking1 | $33.81M+5.1% | $33.32M-6.1% | $33.39M-1.7% | $31.67M-7.4% | $32.16M-2.9% | |
| Insurance | $23.01M+4.2% | $22.48M+0.1% | $22.4M+0.1% | $22.17M+0.6% | $22.09M+0.1% | |
| Wealth Management | $32.57M+7.2% | $31.92M+6.7% | $31.24M+8.9% | $31.3M+14.0% | $30.39M+10.9% | |
| Net Income (Loss) Attributable to Noncontrolling Interest by Business | ||||||
| Banking1 | $94.34M+20.8% | $92.24M+20.3% | $88.91M+20.2% | $79.96M+6.8% | $78.06M+6.2% | |
| Insurance | $4.89M+24.0% | $4.42M-1.2% | $3.85M-24.7% | $3.85M-26.8% | $3.94M-27.3% | |
| Wealth Management | $7M+46.1% | $6.61M+40.2% | $5.43M+7.6% | $5.68M+35.7% | $4.79M+1.4% | |
| Interest Income (Expense), Operating by Business | ||||||
| Banking1 | $255.44M+13.3% | $249.49M+13.3% | $242.46M+11.5% | $234.06M+7.4% | $225.53M+2.0% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $59K-16.9% | $62K-15.1% | $64K-13.5% | $67K-8.2% | $71K0.0% | |
| Net occupancy by Business | ||||||
| Banking1 | $9.06M-2.0% | $8.93M-5.5% | $8.96M-4.4% | $9.17M-1.9% | $9.25M-1.7% | |
| Insurance | $640K+1.3% | $630K+2.6% | $643K+4.3% | $629K+1.9% | $632K+3.6% | |
| Wealth Management | $498K+39.1% | $497K+57.3% | $453K+48.3% | $407K+36.6% | $358K+24.1% | |
| Interest Income by Business | ||||||
| Banking1 | $433.14M+3.9% | $430.31M+4.4% | $426.18M+5.0% | $422.97M+6.6% | $417.08M+7.8% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $59K-16.9% | $62K-15.1% | $64K-13.5% | $67K-8.2% | $71K0.0% | |
| Net capital expenditures by Business | ||||||
| Banking1 | $2.04M-39.9% | $3.13M+598% | $3.43M+321% | $3.58M+171% | $3.4M+102% | |
| Insurance | $49K-31.9% | $44K-41.3% | $45K-57.1% | $38K-63.5% | $72K-33.9% | |
| Wealth Management | $15K0.0% | $18K+28.6% | $16K+6.7% | $12K-50.0% | $15K-31.8% | |
| Loans and leases, including loans held for sale, net of allowance for credit losses by Business | ||||||
| Banking1 | $27.14B— | $27.04B— | $26.95B— | —— | —— | |
| Insurance | $0— | $0— | $0— | —— | —— | |
| Wealth Management | $0— | $0— | $0— | —— | —— | |
| Salaries, benefits and commissions by Business | ||||||
| Banking1 | $75.99M+2.9% | $74.77M+0.3% | $74.76M+0.8% | $74.26M-0.5% | $73.85M-2.0% | |
| Insurance | $14.68M+6.4% | $14.49M+6.7% | $14.29M+5.3% | $14.02M+4.1% | $13.8M+2.9% | |
| Wealth Management | $17.82M-1.7% | $17.67M-1.4% | $18.06M+5.7% | $18.08M+9.0% | $18.13M+13.4% | |
| Interest Expense by Business | ||||||
| Banking1 | $177.7M-7.2% | $180.82M-5.9% | $183.73M-2.5% | $188.91M+5.7% | $191.55M— | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Intangible expenses by Business | ||||||
| Banking1 | $120K-49.2% | $143K-46.4% | $174K-43.8% | $206K-41.5% | $236K-36.3% | |
| Insurance | $312K-22.2% | $326K-23.7% | $348K-25.0% | $374K-24.0% | $401K-22.9% | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Other Assets by Business | ||||||
| Banking1 | $3.35B— | $3.36B— | $3.37B— | —— | —— | |
| Insurance | $10.62M— | $10.53M— | $10.92M— | —— | —— | |
| Wealth Management | $10.12M— | $10.18M— | $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+15.2% | $882K+5.8% | $881K-5.5% | $895K-15.4% | $880K-16.3% | |
| Insurance | $41K-24.1% | $52K-1.9% | $47K+3.3% | $59K+15.7% | $54K-15.0% | |
| Wealth Management | $148K-3.9% | $152K-3.8% | $111K-36.4% | $110K-41.8% | $154K-1.6% | |
| 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-14.8% | $10.13M-21.2% | $10.81M-16.4% | $11.44M-12.2% | $11.97M-9.0% | |
| Insurance | $581K+3.4% | $576K+5.9% | $576K+8.3% | $573K+9.7% | $562K+7.8% | |
| Wealth Management | $1.54M+8.3% | $1.5M+5.8% | $1.43M-0.2% | $1.42M+0.4% | $1.42M+3.1% | |
| Equipment by Business | ||||||
| Banking1 | $3.63M-9.3% | $3.7M-8.3% | $3.83M-3.3% | $3.91M+0.5% | $4.01M+4.1% | |
| Insurance | $86K-12.2% | $94K-2.1% | $99K+7.6% | $102K+13.3% | $98K+10.1% | |
| Wealth Management | $44K+7.3% | $42K+5.0% | $38K-9.5% | $40K-4.8% | $41K-2.4% | |
| Deposit insurance premiums by Business | ||||||
| Banking1 | $4.55M+2.2% | $4.53M+2.1% | $4.52M-0.3% | $4.42M-4.8% | $4.45M-6.4% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Professional fees by Business | ||||||
| Banking1 | $2.38M-24.8% | $2.46M-25.0% | $2.72M-16.7% | $2.93M-11.8% | $3.16M-6.3% | |
| Insurance | $29K-39.6% | $42K-26.3% | $56K+23.1% | $54K+25.6% | $48K+21.5% | |
| Wealth Management | $917K+17.6% | $1.06M+72.2% | $983K+60.2% | $856K+18.6% | $780K-6.7% | |
| Provision for Credit Losses by Business | ||||||
| Banking1 | $10.66M+56.5% | $11.67M+96.6% | $10.9M+98.8% | $11.8M+93.6% | $6.81M-22.7% | |
| Insurance | $0— | $0— | $0— | $0— | $0— | |
| Wealth Management | $0— | $0— | $0— | $0— | $0— | |
| Cash & Equivalents by Business | ||||||
| Banking1 | $1.39B— | $1.35B— | $1.13B— | —— | —— | |
| Insurance | $143.28M— | $138.76M— | $134.76M— | —— | —— | |
| Wealth Management | $217.68M— | $211.55M— | $206.54M— | —— | —— | |
| Noninterest income by Product | ||||||
| Investment advisory commission and fee income | $23.34M+7.9% | $22.8M+7.5% | $22.2M+9.3% | $21.85M+10.1% | $21.63M+12.0% | |
| Other service fee income | $11.27M+2.1% | $10.94M-25.8% | $11.74M-17.5% | $11.14M-27.9% | $11.04M-29.8% | |
| Service charges on deposit accounts | $9.08M+8.0% | $8.99M+11.2% | $8.95M+14.0% | $8.68M+13.8% | $8.41M+14.0% | |
| Trust fee income | $8.93M+4.5% | $8.85M+4.3% | $8.8M+7.7% | $8.68M+8.9% | $8.54M+8.4% |
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.
