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Univest Financial Corporation UVSP Wealth Management — Goodwill

Other segment segments

Banking1
$138.48M0.0%
Insurance
$21.6M0.0%

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Other financials

Income statement

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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

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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

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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:Goodwill.

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)BankingWealth ManagementInsuranceConsolidated
Balance at December 31, 2025$138,476$15,434$21,600$175,510
Addition to goodwill from acquisitions
Balance at June 30, 2026$138,476$15,434$21,600$175,510

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — goodwill?
Univest Financial Corporation (UVSP) reported wealth management — goodwill of $15.43M in Q2 2026.
How has Univest Financial Corporation's wealth management — goodwill changed year-over-year?
Univest Financial Corporation's wealth management — goodwill decreased by 0.0% year-over-year, from $15.43M to $15.43M.
What is the long-term trend for Univest Financial Corporation's wealth management — goodwill?
Over 4 years (2021 to 2025), Univest Financial Corporation's wealth management — goodwill has grown at a 0.0% compound annual growth rate (CAGR), from $61.74M to $61.74M.
What does wealth management — goodwill mean?
Represents the excess of the purchase price over the fair value of identifiable net assets acquired in business combinations within the wealth management segment. It serves as an indicator of the premium paid for intangible assets like brand reputation, client relationships, and market share in the wealth advisory space.

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