What does wealth management — cash & equivalents mean?

The total value of highly liquid assets held by the wealth management segment that can be readily converted into cash. This reflects the segment's immediate liquidity position and its ability to fund short-term operational requirements.

Univest Financial Corporation (UVSP) Wealth Management — Cash & Equivalents

Screener

Other segment segments

Banking1

$97.28M+31.0%

Insurance

$39.73M+16.5%

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Other financials

Income statement

See full

Revenue$84.4M+4.1%

Net income$23.0M+14.9%

EPS (diluted)$0.82+18.8%

Balance sheet

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Cash & equivalents$195.3M+21.8%

Total debt$70.7M-48.2%

Total equity$954.3M+4.1%

Total assets$8.2B+3.3%

Cash flow

See full

Operating cash flow$24.0M+3.1%

CapEx$1.1M-20.7%

Free cash flow$22.9M+4.5%

Valuation

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Market cap$1.21B+47.0%

Enterprise value$1.08B+35.8%

P/E12.3×+2.0×

P/S3.6×+0.9×

Profitability

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Net margin29%+3.2pp

FCF margin31.2%-1.5pp

Returns & leverage

See full

Return on equity10.5%+1.5pp

Debt / equity0.1×-0.1×

Where this comes from

Reported directly by Univest Financial Corporation in its filing.

Tagged under the XBRL concept us-gaap:CashCashEquivalentsRestrictedCashAndRestrictedCashEquivalents.

The source filing: Univest Financial Corporation’s 10-Q, filed July 28, 2026.

Filed: Jul 28, 2026, 2:15 PM EDT
Fiscal quarter: Q2 FY2026
Calendar quarter: Q2 2026
Accession: 0000102212-26-000037

(Dollars in thousands)	Banking	Wealth Management	Insurance	Other	Consolidated
Other segment disclosures:
Cash and cash equivalents	$97,282	$58,318	$39,725	—	$195,325
Loans and leases, including loans held for sale, net of allowance for credit losses	6,965,227	—	—	—	6,965,227
Goodwill	138,476	15,434	21,600	—	175,510
Other segment assets	827,515	2,499	2,911	34,005	866,930
Total segment assets	$8,028,500	$76,251	$64,236	$34,005	$8,202,992

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — cash & equivalents?: Univest Financial Corporation (UVSP) reported wealth management — cash & equivalents of $58.32M in Q2 2026.
How has Univest Financial Corporation's wealth management — cash & equivalents changed year-over-year?: Univest Financial Corporation's wealth management — cash & equivalents increased by 12.2% year-over-year, from $51.97M to $58.32M.
What does wealth management — cash & equivalents mean?: The total value of highly liquid assets held by the wealth management segment that can be readily converted into cash. This reflects the segment's immediate liquidity position and its ability to fund short-term operational requirements.