UVSP — Univest Financial Corporation stock price, charts and financials

QT65Univest Financial Corporation

Univest Financial Corporation (NASDAQ: UVSP) is a Financial Services company in the Banks - Regional industry. QuoTrend tracks its price, financials, earnings, analyst ratings and insider trades.

Latest market price
42.55
-0.13-0.30%
UVSPQT65Univest Financial Corporation·NASDAQ
42.55-0.30%
TA
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Snapshot
Index-P/E12.26EPS (ttm)3.47Insider Own2.35%Shs Outstand27.58MPerf Week-0.05%
Market Cap1.17BForward P/E10.84EPS next Y3.93Insider Trans-8.03%Shs Float27.13MPerf Month-0.93%
Enterprise Value1.36BPEG3.89EPS next Q0.95Inst Own-Short Float2.76%Perf Quarter2.60%
Income99.00MP/S2.25EPS this Y9.70%Inst Trans-Short Ratio3.20Perf Half Y30.92%
Sales522.00MP/B1.23EPS next Y3.15%ROA1.20%Short Interest749.93KPerf YTD29.96%
Book/sh34.59P/C14.86EPS next 5Y3.15%ROE10.41%52W High45.46 -6.40%Perf Year40.71%
Cash/sh2.86P/FCF11.44EPS past 3/5Y6.18% 14.58%ROIC1.20%52W Low28.04 51.75%Perf 3Y143.56%
Dividend Est.0.92 (2.16%)EV/EBITDA10.74Sales past 3/5Y16.22% 12.93%Gross Margin63.54%Volatility1.90% 1.59%Perf 5Y58.47%
Dividend TTM0.90 (2.12%)EV/Sales2.61EPS Y/Y TTM34.50%Oper. Margin23.57%ATR (14)0.73Perf 10Y80.76%
Dividend Ex-DateAug 05, 2026Quick Ratio4.22Sales Y/Y TTM4.40%Profit Margin18.89%RSI (14)51.35Recom2.67
Dividend Gr. 3/5Y1.58% 7.71%Current Ratio4.22EPS Q/Q18.84%SMA201.23%Beta0.66Target Price32.50
Payout25.91%Debt/Eq0.37Sales Q/Q-0.79%SMA50-1.22%Rel Volume0.89Prev Close42.68
Employees921LT Debt/Eq0.35EarningsOct 28SMA20011.85%Avg Volume249.70KPrice42.55
IPO DateApr 16, 1998Option/ShortYes / YesEPS/Sales Surpr.-5.75% -2.66%Net Debt/EBITDA2.42Volume221,867Change-0.30%
Analyst Ratings
DateActionAnalystRatingTarget
Dec-03-25ReiteratedPiper SandlerNeutral$24$34
Jul-26-24ReiteratedPiper SandlerNeutral$24
Oct-06-23DowngradeKeefe, Bruyette & WoodsOutperformMarket Perform
Nov-07-22DowngradeStephens & Co.OverweightEqual Weight
May-02-22ReiteratedRaymond JamesOutperform$31
Oct-04-17DowngradeKeefe Bruyette & WoodsOutperformMarket Perform
Jun-23-15UpgradeKeefe, Bruyette & WoodsMarket PerformOutperform
Latest News· Times ET
Sep-17-26
Sep-02-26
Aug-26-26
Aug-17-26
Aug-03-26
Jul-28-26
Jul-25-26
Jul-23-26
Jul-22-26
Jul-15-26
Jul-07-26
Jun-30-26
Jun-29-26
Company

Univest Financial Corporation operates as the parent company for Univest Bank and Trust Co., primarily delivering banking solutions throughout Pennsylvania. The organization structures its operations into three core segments: Banking, Wealth Management, and Insurance. The Banking segment provides a comprehensive array of services to individuals, businesses, municipalities, and non-profit entities. These offerings encompass deposit accounts, loan origination and management, mortgage banking, general financial services, and equipment lease financing. Through its Wealth Management segment, Univest offers specialized services including investment advisory, financial planning, trust administration, and brokerage facilities. This segment serves a diverse client base, such as private families and individuals, municipal pension schemes, various retirement plans, and trusts and guardianships. Finally, the Insurance segment delivers a range of services, including commercial property and casualty coverage, employee benefits packages, personal insurance policies, and human resources consulting. With 37 banking offices, Univest extends its reach across numerous counties in Pennsylvania, specifically Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York. Additionally, it serves customers in Atlantic, Burlington, and Cape May counties in New Jersey. Founded in 1876, the company initially operated as Univest Corporation of Pennsylvania before rebranding to Univest Financial Corporation in January 2019. Its corporate headquarters are located in Souderton, Pennsylvania.

Ownership

Per-holder 13F data hasn't been ingested for this ticker yet.

Financial Statements
DataTimeframe
Line Item (USD, M)
TTM
FY 2025
12/31/2025
FY 2024
12/31/2024
FY 2023
12/31/2023
FY 2022
12/31/2022
FY 2021
12/31/2021
FY 2020
12/31/2020
FY 2019
12/31/2019
FY 2018
12/31/2018
Total Revenue522518500
Cost of Goods Sold Incl. D&A190202207
Gross Profit331316293
Selling, General and Administrative Excl. Other143133130
Research and Development
000
Other Operating Expense667068
Operating Income12311395
Interest Expense182190201
Unusual Expense
Non-Operating Income (Expense)182190201
Net Income Before Taxes12311395
Income Taxes242319
Consolidated Net Income999176
Net Income From Continuing Operations999176
Net Income999176
EPS (Recurring)3.493.162.61
EPS (Basic, Before Extraordinaries)3.493.162.61
EPS (Diluted)3.473.162.58
EBITDA127120103
Other After Tax Adjustments
Stock Option Compensation Expense
Price To Earnings Ratio12.2610.3611.44
Price To Sales Ratio2.281.831.71
Gross Margin63.4161.0058.60
Operating Margin23.5621.8119.00
Net Margin18.9717.5715.20
Shares Outstanding282929
Market Capitalization1,191949856
Operating Lease Expense
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Insider Trading Volume
$47.77$42.22$36.66$31.11$25.56 Close Price0.00K199.68K399.37K599.05K798.74KUSD Trades VolumeSepOctNovDec2026FebMarAprMayJunJulAugSep
Insider Trading
InsiderRelationshipDateTransactionCost#SharesValue ($)#Shares TotalSEC Form 4
PETRO THOMAS MDirectorAug 24 '26Sale41.695,000208,45047,239Aug 24
Turner Michael L.DirectorAug 13 '26Sale43.038,000344,28024,684Aug 14
Richardson Brian JSr EVP & CFOJun 08 '26Option Exercise28.502,09059,56526,318Jun 09
SCHWEITZER JEFFREY MChairman, President & CEOJun 08 '26Option Exercise28.5013,933397,091124,446Jun 09
Santana Megan Dofficer, other: Sr EVP & Chief Risk OfficerJun 08 '26Sale40.832,787113,80335,975Jun 09
SCHWEITZER JEFFREY MChairman, President & CEOJun 08 '26Sale40.9113,933570,014110,513Jun 09
Santana Megan Dofficer, other: Sr EVP & Chief Risk OfficerJun 08 '26Option Exercise28.502,78779,43038,762Jun 09
Richardson Brian JSr EVP & CFOJun 08 '26Sale40.902,09085,48924,228Jun 09
Keim Michael SSenior EVP & COOMay 05 '26Option Exercise28.507,245206,48374,224May 07
Keim Michael SSenior EVP & COOMay 05 '26Sale38.717,245280,42766,979May 07
Paquin NatalyeDirectorApr 27 '26Sale37.8013,000491,40017,004Apr 27
Richardson Brian JSr EVP & CFOMar 15 '26Option Exercise0.007,964028,410Mar 17
SCHWEITZER JEFFREY MChairman, President & CEOMar 15 '26Option Exercise0.0021,4340121,804Mar 17
McCormick Patrick CSEVP & Chief Comm Bank OfficerMar 15 '26Option Exercise0.005,138015,032Mar 17
Santana Megan Dofficer, other: Sr EVP & Chief Risk OfficerMar 15 '26Option Exercise0.006,765038,979Mar 17
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