Univest Financial Corporation (UVSP) Wealth Management — Goodwill, acquired during period — Quarterly & Annual

Screener

Other segment segments

Banking1

$0—

Insurance

$0—

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Other financials

Income statement

Revenue$84.4M+4.1%

Net income$23.0M+14.9%

EPS (diluted)$0.82+18.8%

Balance sheet

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

Operating cash flow$24.0M+3.1%

CapEx$1.1M-20.7%

Free cash flow$22.9M+4.5%

Valuation

Market cap$1.18B+42.9%

Enterprise value$1.06B+31.7%

P/E12×+1.7×

P/S3.5×+0.8×

Profitability

Net margin29%+3.2pp

FCF margin31.2%-1.5pp

Returns & leverage

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:GoodwillAcquiredDuringPeriod.

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	Consolidated
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, acquired during period?: Univest Financial Corporation (UVSP) reported wealth management — goodwill, acquired during period of $0 in Q2 2026.
What does wealth management — goodwill, acquired during period mean?: Measures the amount of goodwill recognized specifically from acquisitions completed within the current reporting period for the wealth management segment. This metric highlights the company's inorganic growth strategy and its commitment to expanding its advisory footprint through external investments.

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