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Univest Financial Corporation UVSP Wealth Management — Marketing and advertising

Other segment segments

Banking1
$291K+83.0%
Insurance
$1K-91.7%

Similar metrics at other companies

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ASSTAsset Management — Marketing and advertising
$7K-88.5%
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TRMKWealth Management — Wealth Management Income
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FNBWealth Management — Capital markets income
$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:MarketingAndAdvertisingExpense.

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 — marketing and advertising?
Univest Financial Corporation (UVSP) reported wealth management — marketing and advertising of $24K in Q1 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 14.3% year-over-year, from $28K to $24K.
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.