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Univest Financial Corporation UVSP Wealth Management — Marketing and advertising

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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:MarketingAndAdvertisingExpense.

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
Equipment83311222561,122
Data processing2,6653831501,4294,627
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)

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — marketing and advertising?
Univest Financial Corporation (UVSP) reported wealth management — marketing and advertising of $19K in Q2 2026.
How has Univest Financial Corporation's wealth management — marketing and advertising changed year-over-year?
Univest Financial Corporation's wealth management — marketing and advertising decreased by 36.7% year-over-year, from $30K to $19K.
What is the long-term trend for Univest Financial Corporation's wealth management — marketing and advertising?
Over 3 years (2022 to 2025), Univest Financial Corporation's wealth management — marketing and advertising has grown at a 8.2% compound annual growth rate (CAGR), from $120K to $152K.
What does wealth management — marketing and advertising mean?
Reflects expenditures dedicated to promoting wealth management services, acquiring new clients, and maintaining brand visibility in the financial services market. Monitoring this helps assess the segment's growth strategy and the cost-effectiveness of client acquisition efforts.

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