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Univest Financial Corporation UVSP Wealth Management — Intangible expenses

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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 uvsp:IntangibleExpensesIncome.

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
Professional fees707229121,0812,029
Marketing and advertising535191433988
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

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — intangible expenses?
Univest Financial Corporation (UVSP) reported wealth management — intangible expenses of $0 in Q2 2026.
What is the long-term trend for Univest Financial Corporation's wealth management — intangible expenses?
Over 3 years (2022 to 2025), Univest Financial Corporation's wealth management — intangible expenses has grown at a -100.0% compound annual growth rate (CAGR), from $96K to $0.
What does wealth management — intangible expenses mean?
Captures the amortization or impairment charges related to intangible assets acquired by the wealth management segment, such as client lists or brand value. It provides insight into the long-term value realization of past acquisitions and business combinations.

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