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Univest Financial Corporation UVSP Wealth Management — Professional fees

Other segment segments

Banking1
$498K-13.5%
Insurance
$1K-92.9%

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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:ProfessionalFees.

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 — professional fees?
Univest Financial Corporation (UVSP) reported wealth management — professional fees of $179K in Q1 2026.
How has Univest Financial Corporation's wealth management — professional fees changed year-over-year?
Univest Financial Corporation's wealth management — professional fees decreased by 44.6% year-over-year, from $323K to $179K.
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.