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Univest Financial Corporation UVSP Wealth Management — Income (loss) before tax amount

Other segment segments

Banking1
$28.13M+5.7%
Insurance
$1.05M+9.3%

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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$1.18B+42.9%
Enterprise value$1.06B+31.7%
P/E12×+1.7×
P/S3.5×+0.8×

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:IncomeLossFromContinuingOperationsBeforeIncomeTaxesExtraordinaryItemsNoncontrollingInterest.

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)Three Months Ended / BankingThree Months Ended / Wealth ManagementThree Months Ended / InsuranceThree Months Ended / OtherThree Months Ended / Consolidated
Deposit insurance premiums1,1181,118
Intangible expense236992
Other segment items (2)5,804540675917,002
Intersegment expense (revenue) (3)7,495159112(7,766)
Income (loss) before income taxes$28,133$2,433$1,054$(3,062)$28,558
Income tax expense (benefit)5,652497212(756)5,605
Net income (loss)$22,481$1,936$842$(2,306)$22,953
Net capital expenditures$928$5$22$111$1,066

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — income (loss) before tax amount?
Univest Financial Corporation (UVSP) reported wealth management — income (loss) before tax amount of $2.43M in Q2 2026.
How has Univest Financial Corporation's wealth management — income (loss) before tax amount changed year-over-year?
Univest Financial Corporation's wealth management — income (loss) before tax amount increased by 37.0% year-over-year, from $1.78M to $2.43M.
What is the long-term trend for Univest Financial Corporation's wealth management — income (loss) before tax amount?
Over 4 years (2021 to 2025), Univest Financial Corporation's wealth management — income (loss) before tax amount has grown at a -0.8% compound annual growth rate (CAGR), from $8.54M to $8.28M.
What does wealth management — income (loss) before tax amount mean?
Measures the pre-tax profitability of the wealth management segment by subtracting all operating expenses from total segment revenue. This is a primary indicator of the segment's core financial performance and its contribution to the overall firm's earnings.

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