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

Other segment segments

Banking1
$5.8M+1.5%
Insurance
$67K-60.6%

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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 us-gaap:SegmentReportingOtherItemAmount.

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
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
Net income (loss)$22,481$1,936$842$(2,306)$22,953

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — other segment items (2)?
Univest Financial Corporation (UVSP) reported wealth management — other segment items (2) of $540K in Q2 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) decreased by 0.7% year-over-year, from $544K to $540K.
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.

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