Univest Financial Corporation
Univest Financial Corporation
Your view on UVSP
Overview
What the company does, where it operates, and who runs it.
About Univest Financial Corporation
- Industry
- Banks - Regional
- Sector
- Financial Services
- CEO
- Jeffrey M. Schweitzer CPA
- Headquarters
- 14 North Main Street, Souderton, PA, US
- Industry
- Banks - Regional
- Sector
- Financial Services
- CEO
- Jeffrey M. Schweitzer CPA
- Headquarters
- 14 North Main Street, Souderton, PA, US
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance.
The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations.
The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships.
The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services.
It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices.
The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Media
Infographics, videos, and posts covering the company.
Stock Data
Price chart, volume, and trading data.
Fair Value
What FRC thinks it is worth vs. the current price.
FRC's fair value estimate for Univest Financial Corporation, and the rating behind it. UVSP last traded at $42.67, 12.2× trailing earnings — the estimate is read against that market price. FRC analysts run the firm's valuation model across the companies on this platform to estimate what each one is worth, rather than republishing a consensus average. Shows the current estimate, our rating, and when it was last revised. A free account covers 7 company valuations a month; a paid subscription is unlimited.
Financial Ratios
Profitability, returns, valuation, and leverage ratios.
Valuation, profitability, liquidity and leverage ratios for Univest Financial Corporation. Starting points for Univest Financial Corporation: P/E 12.2, EPS $3.55, beta 0.64 — an Banks - Regional name. P/E, P/B, EV/EBITDA, margins, return on equity, current ratio and debt coverage, each shown against the company's own history.
Dividend Analysis
Yield, payout ratio, and dividend coverage metrics.
Dividend history, yield and payout sustainability for Univest Financial Corporation. Univest Financial Corporation paid $0.90 per share over the last year — a 2.1% yield at the current $42.67 price. Per-share payments, yield over time, payout ratio and growth streak, with coverage measured against free cash flow.
Earnings Analysis
EPS history, beat rate, and upcoming earnings reports.
Reported vs. expected earnings history for Univest Financial Corporation. Trailing twelve-month EPS for Univest Financial Corporation stands at $3.55. EPS surprises by quarter, revenue against estimates, and the upcoming reporting date.
Financial Statements
Income statement, balance sheet, and cash flow statements.
Income statement, balance sheet and cash flow history for Univest Financial Corporation. Univest Financial Corporation has reported as a listed company since 1998. Annual and quarterly filings with period-over-period comparison, so you can trace how revenue, margins and cash generation have moved.
Comparables
List of peer companies in the same industry.
Univest Financial Corporation valued side by side against its closest peers. Univest Financial Corporation is measured against Banks - Regional peers within the Financial Services sector. Peer-relative multiples and operating metrics, so the valuation is read in the context of its own sector rather than in isolation.
Institutional Ownership
PremiumWhich funds and firms own the stock.
Which institutions hold Univest Financial Corporation, and how their positions are changing. At a $1.18B market value, institutional positions materially move Univest Financial Corporation's register. Top holders, position sizes, and quarter-over-quarter accumulation or distribution from regulatory filings. Included with FRC Premium.
Insider Trading
PremiumRecent buying and selling by company executives.
Buying and selling by Univest Financial Corporation executives and directors. Shares of Univest Financial Corporation have traded between $22.83 and $32.86 over the past 52 weeks — context for the timing of the transactions below. Insider transactions as disclosed to regulators, with role, size and date — the clearest read on how the people running the company are positioned. Included with FRC Premium.
Senate Trading
PremiumU.S. Senator disclosures filed under the STOCK Act.
U.S. Senate disclosures naming Univest Financial Corporation. Univest Financial Corporation is a $1.18B Financial Services company. Senators' reported transactions in this security, alongside the fundamentals — a signal most research platforms leave out entirely. Included with FRC Premium.
House Trading
PremiumU.S. Representative disclosures filed under the STOCK Act.
U.S. House of Representatives disclosures naming Univest Financial Corporation. Representatives' reported transactions in this security, shown next to the company's fundamentals. Included with FRC Premium.
News
Latest headlines and market coverage.
Latest headlines and company announcements for Univest Financial Corporation. Coverage tracks Univest Financial Corporation within Banks - Regional (Financial Services). Press releases and market coverage, newest first.