Univest Financial (UVSP) Revenue & Revenue Breakdown


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Univest Financial Revenue Highlights


Latest Revenue (Y)

$441.18M

Latest Revenue (Q)

$120.81M

Main Segment (Y)

Investment Advice

Univest Financial Revenue by Period


Univest Financial Revenue by Year

DateRevenueChange
2023-12-31$441.18M48.95%
2022-12-31$296.18M9.05%
2021-12-31$271.61M7.49%
2020-12-31$252.69M7.69%
2019-12-31$234.65M7.52%
2018-12-31$218.24M7.82%
2017-12-31$202.42M25.86%
2016-12-31$160.83M16.28%
2015-12-31$138.31M22.50%
2014-12-31$112.90M1.96%
2013-12-31$110.73M-1.78%
2012-12-31$112.74M3.28%
2011-12-31$109.16M1.06%
2010-12-31$108.01M8.27%
2009-12-31$99.76M8.01%
2008-12-31$92.36M3.45%
2007-12-31$89.28M2.71%
2006-12-31$86.93M6.43%
2005-12-31$81.68M4.13%
2004-12-31$78.44M5.58%
2003-12-31$74.30M9.55%
2002-12-31$67.82M8.11%
2001-12-31$62.73M4.28%
2000-12-31$60.16M3.70%
1999-12-31$58.01M397.87%
1998-12-31$11.65M26.69%
1997-12-31$9.20M26.44%
1996-12-31$7.27M-8.96%
1995-12-31$7.99M6.22%
1994-12-31$7.52M-

Univest Financial generated $441.18M in revenue during NA 2023, up 48.95% compared to the previous quarter, and up 202.16% compared to the same period a year ago.

Univest Financial Revenue by Quarter

DateRevenueChange
2024-06-30$120.81M-2.42%
2024-03-31$123.80M4.71%
2023-12-31$118.23M63.58%
2023-09-30$72.28M-2.54%
2023-06-30$74.16M-6.12%
2023-03-31$79.00M-4.10%
2022-12-31$82.37M8.09%
2022-09-30$76.21M8.15%
2022-06-30$70.47M4.97%
2022-03-31$67.13M0.62%
2021-12-31$66.72M-3.64%
2021-09-30$69.24M3.36%
2021-06-30$66.99M-2.44%
2021-03-31$68.66M6.19%
2020-12-31$64.66M-1.52%
2020-09-30$65.66M6.73%
2020-06-30$61.52M1.09%
2020-03-31$60.85M3.84%
2019-12-31$58.60M-1.09%
2019-09-30$59.24M0.43%
2019-06-30$58.99M2.03%
2019-03-31$57.82M3.63%
2018-12-31$55.79M0.92%
2018-09-30$55.28M1.80%
2018-06-30$54.30M2.74%
2018-03-31$52.85M3.92%
2017-12-31$50.86M4.32%
2017-09-30$48.75M-0.37%
2017-06-30$48.94M3.67%
2017-03-31$47.20M3.63%
2016-12-31$45.55M2.31%
2016-09-30$44.52M26.13%
2016-06-30$35.30M-0.45%
2016-03-31$35.46M2.00%
2015-12-31$34.76M2.11%
2015-09-30$34.05M-1.53%
2015-06-30$34.58M-0.99%
2015-03-31$34.92M24.99%
2014-12-31$27.94M-2.14%
2014-09-30$28.55M2.43%
2014-06-30$27.87M-2.20%
2014-03-31$28.50M4.68%
2013-12-31$27.23M-7.70%
2013-09-30$29.50M10.40%
2013-06-30$26.72M-2.15%
2013-03-31$27.30M0.17%
2012-12-31$27.26M-5.63%
2012-09-30$28.88M10.44%
2012-06-30$26.15M-10.40%
2012-03-31$29.19M6.85%
2011-12-31$27.32M-0.99%
2011-09-30$27.59M-0.32%
2011-06-30$27.68M4.16%
2011-03-31$26.57M-6.66%
2010-12-31$28.47M2.23%
2010-09-30$27.85M5.58%
2010-06-30$26.38M4.19%
2010-03-31$25.32M-8.94%
2009-12-31$27.80M13.75%
2009-09-30$24.44M-2.23%
2009-06-30$25.00M11.01%
2009-03-31$22.52M1.65%
2008-12-31$22.15M0.34%
2008-09-30$22.08M-10.05%
2008-06-30$24.54M4.05%
2008-03-31$23.59M7.14%
2007-12-31$22.02M-

Univest Financial generated $120.81M in revenue during Q2 2024, up -2.42% compared to the previous quarter, and up 152.93% compared to the same period a year ago.

Univest Financial Revenue Breakdown


Univest Financial Revenue Breakdown by Product

Annual Revenue by Product

Product/ServiceDec 23Dec 22Dec 21Dec 20Dec 19
Deposit Account$7.05M----
Fiduciary and Trust$7.73M----
Financial Service, Other$12.38M----
Investment Advice$18.86M----
Wealth Management-$-843.00K$-656.00K$-627.00K$-688.00K
Insurance-$-889.00K$-636.00K$-476.00K$-516.00K
Banking1-$1.73M$1.29M$1.10M-
Other Segments-----
Banking----$1.20M

Univest Financial's latest annual revenue breakdown by segment (product or service), as of Dec 23: Investment Advice (40.99%), Financial Service, Other (26.90%), Fiduciary and Trust (16.80%), and Deposit Account (15.31%).

Quarterly Revenue by Product

Product/ServiceJun 24Mar 24Dec 23Sep 23Jun 23Mar 23Dec 22Sep 22Jun 22Mar 22Dec 21Sep 21Jun 21Mar 21Dec 20Sep 20Jun 20Mar 20Dec 19Sep 19
Fiduciary and Trust$2.01M$2.11M$1.94M$1.91M$1.92M$1.96M$1.81M$1.83M$2.00M$2.10M$2.09M$2.13M$2.16M$2.03M$1.97M$1.92M$1.92M$1.89M$1.91M$1.97M
Financial Service, Other$3.04M$6.42M$2.97M$3.02M$3.32M$3.08M$3.24M$3.12M$3.31M$2.76M$2.76M$2.58M$2.75M$2.19M$2.09M$2.09M$1.49M$1.87M$2.23M$2.25M
Investment Advice$5.24M$5.19M$4.56M$4.84M$4.71M$4.75M$5.58M$4.20M$4.81M$5.15M$4.88M$4.80M$4.56M$4.70M$4.14M$4.00M$3.54M$4.25M$4.06M$4.03M
Deposit Account$1.98M$1.87M$1.96M$1.82M$1.73M$1.55M$1.57M$1.52M$1.57M$1.50M$1.49M$1.42M$1.31M$1.28M$1.37M$1.19M$890.00K$1.40M$1.55M$1.51M

Univest Financial's latest quarterly revenue breakdown by segment (product or service), as of Jun 24: Investment Advice (42.68%), Financial Service, Other (24.80%), Fiduciary and Trust (16.36%), and Deposit Account (16.15%).

Univest Financial Peer Comparison by Revenue


TickerCompanyLast Year RevenueLast Quarter Revenue
STBAS&T Bancorp$535.52M$142.07M
SRCE1st Source$507.53M$121.17M
UVSPUnivest Financial$441.18M$120.81M
RBCAARepublic Bancorp$427.52M$116.05M
HFWAHeritage Financial$303.13M$81.83M
SMBCSouthern Missouri Bancorp$273.07M$69.55M
MPBMid Penn Bancorp$236.34M$76.53M
HTBIHomeTrust Bancshares$186.37M$73.53M
WSBFWaterstone Financial$180.39M$54.52M
LBCLuther Burbank$178.91M$20.59M
HBCPHome Bancorp$178.87M$49.13M
CBANColony Bankcorp$160.55M$42.83M
FNWBFirst Northwest Bancorp$104.92M$28.10M
PWODPenns Woods Bancorp$99.97M$28.69M
OPOFOld Point Financial$80.28M$21.59M
TCFCCommunity Financial$79.92M$20.52M
GSBCGreat Southern Bancorp$46.29M$84.15M
IROQIF Bancorp$45.37M$11.94M
LSBKLake Shore Bancorp$36.39M$9.49M

UVSP Revenue FAQ


Univest Financial's yearly revenue for 2023 was $441.18M, representing an increase of 48.95% compared to 2022. The company's yearly revenue for 2022 was $296.18M, representing an increase of 9.05% compared to 2021. UVSP's yearly revenue for 2021 was $271.61M, representing an increase of 7.49% compared to 2020.

Univest Financial's quarterly revenue for Q2 2024 was $120.81M, a -2.42% decrease from the previous quarter (Q1 2024), and a 62.90% increase year-over-year (Q2 2023). The company's quarterly revenue for Q1 2024 was $123.8M, a 4.71% increase from the previous quarter (Q4 2023), and a 56.72% increase year-over-year (Q1 2023). UVSP's quarterly revenue for Q4 2023 was $118.23M, a 63.58% increase from the previous quarter (Q3 2023), and a 43.53% increase year-over-year (Q4 2022).

Univest Financial's revenue growth rate for the last 3 years (2021-2023) was 62.43%, and for the last 5 years (2019-2023) was 88.01%.

Univest Financial's revenue streams in c 23 are Deposit Account, Fiduciary and Trust, Financial Service, Other, and Investment Advice. Deposit Account generated $7.05M in revenue, accounting 15.31% of the company's total revenue Fiduciary and Trust generated $7.73M in revenue, accounting 16.80% of the company's total revenue Financial Service, Other generated $12.38M in revenue, accounting 26.90% of the company's total revenue Investment Advice generated $18.86M in revenue, accounting 40.99% of the company's total revenue

For the fiscal year ending Dec 23, the largest source of revenue of Univest Financial was Investment Advice. This segment made a revenue of $18.86M, representing 40.99% of the company's total revenue.