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Univest Financial Corporation UVSP Wealth Management — Total Revenue

Other segment segments

Banking1
$72.18M+2.6%
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$5.36M+1.6%

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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$1.21B+47.0%
Enterprise value$1.08B+35.8%
P/E12.3×+2.0×
P/S3.6×+0.9×

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:Revenues.

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
Interest expense40,1341,74741,881
Net interest income (expense)67,87614(1,642)66,248
Noninterest income4,3068,4065,3553918,106
Total revenue72,1828,4205,355(1,603)84,354
Provision for credit losses2,6722,672
Less: (1)
Salaries, benefits and commissions19,8064,5183,7175,16733,208
Net occupancy2,3911281512682,938

Item 1. Financial Statements (Unaudited)

FAQ

What is Univest Financial Corporation's wealth management — total revenue?
Univest Financial Corporation (UVSP) reported wealth management — total revenue of $8.42M in Q2 2026.
How has Univest Financial Corporation's wealth management — total revenue changed year-over-year?
Univest Financial Corporation's wealth management — total revenue increased by 9.6% year-over-year, from $7.68M to $8.42M.
What is the long-term trend for Univest Financial Corporation's wealth management — total revenue?
Over 4 years (2021 to 2025), Univest Financial Corporation's wealth management — total revenue has grown at a 164.2% compound annual growth rate (CAGR), from -$656K to $31.98M.
What does wealth management — total revenue mean?
The aggregate top-line revenue generated by the wealth management segment, combining both interest-based and fee-based income streams. It serves as the primary measure of the segment's overall scale and market success in providing financial advisory and trust services.

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