UNIVEST FINANCIAL Corp (UVSP) KPIs and segments
Close on Nov 13, 2026Market cap $1.12BP/E 11.7Yield 2.15%
KPIs & segments
Operating metrics and segments that drive Univest Financial's business
Univest Financial's revenue by segment, product and region, plus the counts and sizes it tags in its 10-K and 10-Q filings (XBRL). Each figure links to the filing it came from. A fuller KPI sheet built from earnings releases and presentations is on the way. See the segment tables for a trailing-twelve-month view, or how companies compare on operating metrics.
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| Add to chart | Metric | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Banking1($M) | 72.2 | 73.1 | 73.5 | 72.3 | 70.3 | 66.7 | 66.5 | 62.2 | 62.3 | 64.7 | |||
Wealth Management($M) | 8.42 | 8.50 | 8.48 | 7.98 | 7.68 | 7.85 | 7.79 | 8.05 | 6.77 | 7.37 | |||
Insurance($M) | 5.36 | 7.43 | 4.83 | 5.48 | 5.27 | 6.91 | 4.75 | 5.25 | 5.19 | 7.29 | |||
Investment advisory commission and fee income($M) | 6.04 | 6.15 | 6.06 | 5.67 | 5.46 | 5.61 | 5.46 | 5.32 | 5.24 | 5.19 | 4.56 | 4.84 | |
Other service fee income($M) | 3.32 | 3.04 | 2.67 | 2.42 | 3.15 | 2.71 | 3.47 | 1.82 | 3.04 | 6.42 | 2.97 | 3.02 | |
Service charges on deposit accounts($M) | 2.36 | 2.28 | 2.24 | 2.30 | 2.26 | 2.19 | 2.19 | 2.04 | 1.98 | 1.87 | 1.96 | 1.82 | |
Trust fee income($M) | 2.28 | 2.24 | 2.32 | 2.23 | 2.15 | 2.16 | 2.27 | 2.11 | 2.01 | 2.11 | 1.94 | 1.91 | |
Banking1($M) | 28.1 | 29.1 | 30.4 | 32.5 | 26.6 | 26.1 | 25.8 | 21.6 | 24.1 | 24.6 | 23.2 | 21.7 | |
Wealth Management($M) | 2.43 | 2.49 | 2.39 | 2.12 | 1.78 | 2.00 | 0.99 | 2.33 | 0.83 | 1.93 | -0.12 | 1.58 | |
Insurance($M) | 1.05 | 3.01 | 1.06 | 1.08 | 0.96 | 2.44 | 0.44 | 1.11 | 1.08 | 3.11 | 0.52 | 0.80 | |
Banking1($M) | 67.9 | 65.0 | 64.8 | 63.9 | 61.8 | 59.0 | 57.7 | 55.5 | 53.3 | 53.7 | 55.0 | 55.8 | |
Wealth Management($M) | 0.01 | 0.01 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | 0.02 | |
Insurance($M) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Wealth Management($M) | 8.41 | 8.49 | 8.46 | 7.96 | 7.67 | 7.83 | 7.78 | 8.03 | 6.75 | 7.35 | 6.56 | 6.80 | |
Insurance($M) | 5.36 | 7.43 | 4.83 | 5.48 | 5.27 | 6.91 | 4.75 | 5.25 | 5.19 | 7.29 | 4.66 | 4.91 | |
Banking1($M) | 4.31 | 8.13 | 8.70 | 8.46 | 8.52 | 7.64 | 8.77 | 6.73 | 9.01 | 11.0 | 7.28 | 6.95 | |
Banking1($M) | 2.67 | 1.30 | 3.15 | 0.52 | 5.69 | 2.31 | 2.38 | 1.41 | 0.71 | 1.43 | 1.93 | 2.02 | |
Wealth Management($M) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Insurance($M) | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | |
Banking1($M) | 8,029 | 7,971 | 8,272 | 8,414 | 7,786 | 7,825 | 7,981 | 8,069 | 7,721 | 7,616 | 7,651 | 7,706 | |
Wealth Management($M) | 76.3 | 75.0 | 73.1 | 71.4 | 70.0 | 68.9 | 69.1 | 65.4 | 64.3 | 62.9 | 62.5 | 57.8 | |
Insurance($M) | 64.2 | 62.2 | 59.7 | 59.8 | 58.6 | 57.6 | 56.1 | 53.4 | 51.1 | 50.1 | 48.5 | 47.5 | |
Earlier reporting (last reported 2024)3 | |||||||||||||
30 metrics have no data in the last 12 quarters — .
Italic numbers are calculated by StockData from reported figures (hover for the formula). Numbers with a dotted underline are read from the text of earnings releases and presentations; hover to see the exact sentence. Tick a row to add it to the chart above (up to 8 lines).
Methodology and excluded metrics
- Core rows come from the segment and revenue-disaggregation notes of 10-K and 10-Q filings (XBRL), linked to each filing. Fourth-quarter figures are the fiscal year less the first nine months (shown in italic).
Data updated 2026-07-28.
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