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Last Close
41.73
Oct 21 • 3:59 PM ET Dollar change-0.10 Percentage change(-0.24%)
Aftermarket Close
41.73
Aftermarket • 7:30 PM ET Dollar change0.00 Percentage change(0.00%)
Index
RUT
Market Cap
1.15B
Enterprise Value
-
Income
98.43M
Sales
520.60M
Book/sh
34.59
Cash/sh
-
Employees
960
IPO
Apr 28, 1994
P/E
12.08
Forward P/E
10.54
PEG
1.08
P/S
2.21
P/B
1.21
P/C
-
P/FCF
11.77
EV/EBITDA
-
EV/Sales
-
Quick Ratio
-
Current Ratio
0.04
Debt/Eq
0.28
LT Debt/Eq
0.26
Option/Short
Yes / Yes
EPS (ttm)
3.45
EPS next Y
3.96
EPS next Q
0.98
EPS this Y
21.73%
EPS next Y
3.94%
EPS next 5Y
9.77%
EPS past 3/5Y
5.81% 14.37%
Sales past 3/5Y
16.40% 13.48%
EPS Y/Y TTM
26.67%
Sales Y/Y TTM
2.41%
EPS Q/Q
19.34%
Sales Q/Q
-0.76%
Insider Own
1.61%
Insider Trans
-10.49%
Inst Own
81.62%
Inst Trans
1.99%
ROA
1.22%
ROE
10.52%
ROIC
8.17%
Gross Margin
-
Oper. Margin
23.67%
Profit Margin
18.91%
SMA20
1.09%
SMA50
-0.21%
SMA200
7.09%
Trades
Shs Outstand
27.59M
Shs Float
27.14M
52W High
45.46 -8.19%
52W Low
28.03 48.85%
Volatility
1.62% 1.62%
ATR (14)
0.70
RSI (14)
52.88
Beta
0.66
Rel Volume
0.64
Avg Volume
231.94K
Volume
147,790
Perf Week
3.32%
Perf Month
-0.26%
Perf Quarter
-5.55%
Perf Half Y
13.61%
Perf YTD
27.46%
Perf Year
41.65%
Perf 3Y
146.92%
Perf 5Y
45.55%
Perf 10Y
76.08%
Prev Close
41.83
Price
41.73
Change %
-0.24%
Date Action Analyst Rating Change Price Target Change
Dec-03-25Resumed Piper Sandler Neutral $34
Oct-06-23Downgrade Keefe Bruyette Outperform → Mkt Perform $24 → $20
Nov-07-22Downgrade Stephens Overweight → Equal-Weight $30.50
Jun-01-20Initiated Stephens Overweight $22
Nov-26-19Initiated Raymond James Outperform $29
Oct-04-17Downgrade Keefe Bruyette Outperform → Mkt Perform
Apr-12-17Initiated Sandler O'Neill Buy $30
Jul-14-16Initiated Piper Jaffray Overweight $24
Jun-23-15Upgrade Keefe Bruyette Mkt Perform → Outperform $24
Aug-31-09Initiated Keefe Bruyette Mkt Perform $20
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
PETRO THOMAS MDirectorAug 24 '26Sale41.695,000208,45047,239Aug 24 03:07 PM
Turner Michael L.DirectorAug 13 '26Sale43.038,000344,28024,684Aug 14 10:56 AM
Michael TurnerDirectorAug 13 '26Proposed Sale42.508,000340,000Aug 13 11:59 AM
Santana Megan DSr EVP & Chief Risk OfficerJun 08 '26Option Exercise28.502,78779,43038,762Jun 09 02:53 PM
Santana Megan DSr EVP & Chief Risk OfficerJun 08 '26Sale40.832,787113,80335,975Jun 09 02:53 PM
Richardson Brian JSr EVP & CFOJun 08 '26Option Exercise28.502,09059,56526,318Jun 09 02:52 PM
Richardson Brian JSr EVP & CFOJun 08 '26Sale40.902,09085,48924,228Jun 09 02:52 PM
SCHWEITZER JEFFREY MChairman, President & CEOJun 08 '26Option Exercise28.5013,933397,090124,446Jun 09 02:51 PM
SCHWEITZER JEFFREY MChairman, President & CEOJun 08 '26Sale40.9113,933570,014110,513Jun 09 02:51 PM
BRIAN J. RICHARDSONOfficerJun 08 '26Proposed Sale40.902,09085,489Jun 08 05:54 PM
MEGAN D. SANTANAOfficerJun 08 '26Proposed Sale40.832,787113,803Jun 08 05:48 PM
JEFFREY M. SCHWEITZEROfficerJun 08 '26Proposed Sale40.9113,933570,014Jun 08 05:05 PM
Keim Michael SSenior EVP & COOMay 05 '26Option Exercise28.507,245206,48274,224May 07 10:18 AM
Keim Michael SSenior EVP & COOMay 05 '26Sale38.717,245280,42766,979May 07 10:18 AM
MICHAEL KEIMOfficerMay 05 '26Proposed Sale38.717,245280,427May 05 04:48 PM
Paquin NatalyeDirectorApr 27 '26Sale37.8013,000491,40017,004Apr 27 02:14 PM
Paquin NatalyeDirectorApr 27 '26Proposed Sale37.5113,000487,630Apr 27 10:39 AM
Monios Eleni SEVP & Chief Credit OfficerMar 15 '26Option Exercise0.001,30703,348Mar 17 04:26 PM
Richardson Brian JSr EVP & CFOMar 15 '26Option Exercise0.007,964028,410Mar 17 04:23 PM
SCHWEITZER JEFFREY MChairman, President & CEOMar 15 '26Option Exercise0.0021,4340121,804Mar 17 04:22 PM
McCormick Patrick CSEVP & Chief Comm Bank OfficerMar 15 '26Option Exercise0.005,138015,032Mar 17 04:21 PM
Santana Megan DSr EVP & Chief Risk OfficerMar 15 '26Option Exercise0.006,765038,979Mar 17 04:19 PM
Keim Michael SSenior EVP & COOMar 15 '26Option Exercise0.0011,756073,113Mar 17 04:17 PM
Benning Todd SDirectorJan 31 '26Option Exercise0.001,766016,127Feb 03 10:20 AM
Connor Martin P.DirectorJan 31 '26Option Exercise0.001,76608,076Feb 03 10:20 AM
Paquin NatalyeDirectorJan 31 '26Option Exercise0.001,766029,352Feb 03 10:18 AM
Paquin NatalyeDirectorFeb 02 '26Buy34.5858020,05629,932Feb 03 10:18 AM
PETRO THOMAS MDirectorJan 31 '26Option Exercise0.001,766052,031Feb 03 10:17 AM
Turner Michael L.DirectorJan 31 '26Option Exercise0.001,766032,504Feb 03 10:17 AM
Wonderling Robert CDirectorJan 31 '26Option Exercise0.001,766019,373Feb 03 10:16 AM
Zimmerman Charles HDirectorJan 31 '26Option Exercise0.001,766017,419Feb 03 10:14 AM
Vazquez AnneDirectorJan 31 '26Option Exercise0.001,76608,016Feb 03 10:13 AM
Keenan SuzanneDirectorJan 31 '26Option Exercise0.001,766016,075Feb 03 10:08 AM
Beebe Joseph PDirectorJan 31 '26Option Exercise0.001,766012,166Feb 03 10:06 AM
SCHWEITZER JEFFREY MChairman, President & CEODec 12 '25Option Exercise28.1512,277345,598112,847Dec 15 03:57 PM
SCHWEITZER JEFFREY MChairman, President & CEODec 12 '25Sale34.9912,277429,521100,570Dec 15 03:57 PM
Keim Michael SSenior EVP & COODec 12 '25Option Exercise28.156,696188,49268,053Dec 15 03:54 PM
Keim Michael SSenior EVP & COODec 12 '25Sale34.076,696228,13761,357Dec 15 03:54 PM
Santana Megan DSr EVP & Chief Risk OfficerDec 12 '25Option Exercise28.152,52270,99434,533Dec 15 03:51 PM
Santana Megan DSr EVP & Chief Risk OfficerDec 12 '25Sale35.452,52289,40532,011Dec 15 03:51 PM
Richardson Brian JSr EVP & CFODec 12 '25Option Exercise28.151,50042,22521,946Dec 15 03:48 PM
Richardson Brian JSr EVP & CFODec 12 '25Sale34.451,50051,67520,446Dec 15 03:48 PM
MEGAN D. SANTANAOfficerDec 12 '25Proposed Sale35.452,52289,405Dec 12 04:08 PM
MICHAEL S. KEIMOfficerDec 12 '25Proposed Sale35.076,696234,833Dec 12 04:06 PM
JEFFREY M. SCHWEITZEROfficerDec 12 '25Proposed Sale34.9912,277429,521Dec 12 04:04 PM
BRIAN J. RICHARDSONOfficerDec 12 '25Proposed Sale35.451,50053,175Dec 12 04:01 PM
Paquin NatalyeDirectorNov 10 '25Buy29.8165519,52527,515Nov 10 01:45 PM
Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in an insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1876 and is headquartered in Souderton, PA.
ChairmanMr. Jeffrey M. Schweitzer CPA
Senior Executive VP & CFOMr. Brian J. Richardson CPA
Senior EVP & COOMr. Michael S. Keim CPA
Senior EVPMs. Megan Duryea Santana Esq.
Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co.Mr. Patrick C. McCormick