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Univest Financial Corporation UVSP Wealth Management — Other segment items (2)

Other segment segments

Banking1
$5.55M+6.9%
Insurance
-$3K-101%

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$3M-25.0%

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:SegmentReportingOtherItemAmount.

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 — other segment items (2)?
Univest Financial Corporation (UVSP) reported wealth management — other segment items (2) of $596K in Q1 2026.
How has Univest Financial Corporation's wealth management — other segment items (2) changed year-over-year?
Univest Financial Corporation's wealth management — other segment items (2) increased by 12.5% year-over-year, from $530K to $596K.
What is the long-term trend for Univest Financial Corporation's wealth management — other segment items (2)?
Over 3 years (2022 to 2025), Univest Financial Corporation's wealth management — other segment items (2) has grown at a -5.3% compound annual growth rate (CAGR), from $2.64M to $2.24M.
What does wealth management — other segment items (2) mean?
Encompasses miscellaneous operating expenses or income items specific to the wealth management segment that do not fall into standard reporting categories. This metric is used to capture residual operational variances that impact the segment's bottom line.