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

Other segment segments

Banking1
$29.1M+11.5%
Insurance
$3.01M+23.3%

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RNSTWealth Management — Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling Interest
$2.49M0.0%

Other financials

Income statement

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Revenue$87.5M+10.4%
Net income$27.1M+21.0%
EPS (diluted)$0.96+24.7%

Balance sheet

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Cash & equivalents$222.4M+31.5%
Total debt$78.9M-41.2%
Total equity$952.0M+5.4%
Total assets$8.1B+2.1%

Cash flow

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Operating cash flow$22.1M+41.9%
CapEx$578.0K-70.3%
Free cash flow$21.6M+57.9%

Valuation

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Market cap$1.21B+44.0%
Enterprise value$1.06B+32.4%
P/E12.7×+1.9×
P/S3.6×+0.8×

Profitability

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Net margin28.4%+2.5pp
FCF margin31.2%+4.8pp

Returns & leverage

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Return on equity10.3%+1.4pp
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 official record: Univest Financial Corporation’s 10-Q, filed April 28, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

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 $2.49M in Q1 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 24.4% year-over-year, from $2M to $2.49M.
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 -3.1% compound annual growth rate (CAGR), from $9.41M 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.