Univest Financial (UVSP) Cash & Current Investments (2015 - 2026)
Univest Financial's Cash & Current Investments was $198.03 million in Q2 2026, up 22.1% from $162.17 million a year earlier but down 12.1% from the prior quarter.
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Analysis
Univest Financial (UVSP) Cash & Current Investments (2015 - 2026) Analysis & Trends
At the end of FY2025, Cash & Current Investments at Univest Financial came in at $555.73 million, up 67.7% from FY2024.
- Cash & Current Investments has now increased for three consecutive years, with a five-year compound annual growth rate of 20.0% (FY2020 to FY2025).
- In earlier years, Cash & Current Investments was $331.35 million in FY2024 (+30.9%), $253.09 million in FY2023 (+62.9%), $155.38 million in FY2022 (-82.6%) and $893.15 million in FY2021 (+300.3%).
- Quarterly Cash & Current Investments has moved between $97.71 million (Q2 2022) and $905.32 million (Q3 2021) over five years.
- Compared with a year earlier, Cash & Current Investments has increased for four straight quarters, with growth averaging 31.7% over the last eight quarters.
- The best year-over-year quarter for Cash & Current Investments over five years was Q1 2022 (growth of 306.8%); the worst was Q3 2022 (a decline of 87.2%).
- Per Business Quant data, UVSP's Cash & Current Investments in the three quarters before Q2 2026 was $225.26 million (Q1 2026), $555.73 million (Q4 2025) and $819.15 million (Q3 2025).
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Jpmorgan Chase | 883.45 Bn | 912.92 Bn | - | - |
| 2 | Banco Santander Chile | 401.52 Bn | 521.46 Bn | - | - |
| 3 | Bank Of America | 377.43 Bn | -1,998.64 Bn | - | 588.49 Bn |
| 4 | Hsbc Holdings | 330.31 Bn | 330.37 Bn | - | - |
| 5 | Morgan Stanley | 299.17 Bn | -209.92 Bn | - | 160.14 Bn |
| 6 | Royal Bank Of Canada | 274.08 Bn | 124.82 Bn | - | 46.00 Bn |
| 7 | Mitsubishi Ufj Financial | 270.70 Bn | -1,317.79 Bn | 10.89 Bn | 121.12 Bn |
| 8 | Goldman Sachs | 263.13 Bn | -3,293.98 Bn | - | 976.35 Bn |
| 9 | Wells Fargo & Company | 243.64 Bn | 245.78 Bn | - | - |
| 10 | Univest Financial | 1.15 Bn | -644.80 Mn | - | 198.03 Mn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 198.03 Mn |
| Mar 31, 2026 | 225.26 Mn |
| Dec 31, 2025 | 555.73 Mn |
| Sep 30, 2025 | 819.15 Mn |
| Jun 30, 2025 | 162.17 Mn |
| Mar 31, 2025 | 170.80 Mn |
| Dec 31, 2024 | 331.35 Mn |
| Sep 30, 2024 | 507.11 Mn |
| Jun 30, 2024 | 193.91 Mn |
| Mar 31, 2024 | 204.96 Mn |
| Dec 31, 2023 | 253.09 Mn |
| Sep 30, 2023 | 294.40 Mn |
| Jun 30, 2023 | 143.85 Mn |
| Mar 31, 2023 | 141.43 Mn |
| Dec 31, 2022 | 155.38 Mn |
| Sep 30, 2022 | 116.30 Mn |
| Jun 30, 2022 | 97.71 Mn |
| Mar 31, 2022 | 776.35 Mn |
| Dec 31, 2021 | 893.15 Mn |
| Sep 30, 2021 | 905.32 Mn |
API Access
Univest Financial Cash & Current Investments API
Pull this series into your own models, spreadsheets and apps with the Business Quant
Historical Metrics API. The request below matches the chart above — change the
frequency, period or values and it follows. Swap YOUR_API_KEY for your own key.
https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=UVSP&period=max&api_key=YOUR_API_KEYimport requests
url = "https://data.businessquant.com/historic"
params = {"slug": "cash-and-current-investments", "ticker": "UVSP", "period": "max", "api_key": "YOUR_API_KEY"}
data = requests.get(url, params=params).json()const res = await fetch("https://data.businessquant.com/historic?slug=cash-and-current-investments&ticker=UVSP&period=max&api_key=YOUR_API_KEY");
const data = await res.json();