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Univest Financial Corporation UVSP Wealth Management — Professional fees

Other segment segments

Banking1
$707K+17.8%
Insurance
$12K-20.0%

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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:ProfessionalFees.

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
Net occupancy2,3911281512682,938
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

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — professional fees?
Univest Financial Corporation (UVSP) reported wealth management — professional fees of $229K in Q2 2026.
How has Univest Financial Corporation's wealth management — professional fees changed year-over-year?
Univest Financial Corporation's wealth management — professional fees increased by 22.5% year-over-year, from $187K to $229K.
What is the long-term trend for Univest Financial Corporation's wealth management — professional fees?
Over 3 years (2022 to 2025), Univest Financial Corporation's wealth management — professional fees has grown at a 29.4% compound annual growth rate (CAGR), from $490K to $1.06M.
What does wealth management — professional fees mean?
Includes payments made to third-party consultants, legal advisors, and specialized service providers engaged by the wealth management segment. This metric indicates the reliance on external expertise to support regulatory compliance, strategic initiatives, or specialized client services.

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