UVSP

Univest Financial Corp

Sep 17 • 04:00PM ET

30.57

+0.33 1.09 %

Financial • Banks - Regional • USA • NASD

Peers: CBSH IBTX CUBI TCBI NBHC WBS FULT COLB STBA WASH

| Held by: VTI IWM AVUV VXF IWN DFAT VTWO SCHA KRE DFSV

Index	RUT	P/E	11.17	EPS (ttm)	2.74	Insider Own	1.44%	Shs Outstand	28.81M	Perf Week	-1.51%
Market Cap	880.58M	Forward P/E	10.14	EPS next Y	3.02	Insider Trans	-1.50%	Shs Float	28.39M	Perf Month	1.43%
Enterprise Value	-	PEG	-	EPS next Q	0.76	Inst Own	78.90%	Short Float	0.87%	Perf Quarter	6.78%
Income	79.89M	P/S	1.73	EPS this Y	12.79%	Inst Trans	-0.75%	Short Ratio	2.28	Perf Half Y	7.49%
Sales	508.36M	P/B	0.96	EPS next Y	3.61%	ROA	1.01%	Short Interest	0.25M	Perf YTD	3.59%
Book/sh	31.82	P/C	-	EPS next 5Y	-	ROE	9.02%	52W High	32.86 -6.97%	Perf Year	9.73%
Cash/sh	-	P/FCF	10.24	EPS past 3/5Y	-5.96% 2.91%	ROIC	6.16%	52W Low	22.83 33.90%	Perf 3Y	22.33%
Dividend Est.	0.87 (2.85%)	EV/EBITDA	-	Sales past 3/5Y	19.63% 12.44%	Gross Margin	-	Volatility	3.11% 2.36%	Perf 5Y	101.25%
Dividend TTM	0.86 (2.81%)	EV/Sales	-	EPS Y/Y TTM	12.97%	Oper. Margin	19.62%	ATR (14)	0.78	Perf 10Y	60.05%
Dividend Ex-Date	Aug 06, 2025	Quick Ratio	-	Sales Y/Y TTM	5.94%	Profit Margin	15.72%	RSI (14)	47.50	Recom	3.00
Dividend Gr. 3/5Y	1.64% 0.98%	Current Ratio	0.04	EPS Q/Q	11.49%	SMA20	-1.86%	Beta	0.73	Target Price	32.00
Payout	32.53%	Debt/Eq	0.42	Sales Q/Q	5.38%	SMA50	-0.06%	Rel Volume	0.93	Prev Close	30.24
Employees	949	LT Debt/Eq	0.41	Earnings	Jul 23 AMC	SMA200	2.21%	Avg Volume	108.49K	Price	30.57
IPO	Apr 28, 1994	Option/Short	Yes / Yes	EPS/Sales Surpr.	0.73% 2.13%	Trades		Volume	100,427	Change	1.09%

Date	Action	Analyst	Rating Change	Price Target Change
Oct-06-23	Downgrade	Keefe Bruyette	Outperform → Mkt Perform	$24 → $20
Nov-07-22	Downgrade	Stephens	Overweight → Equal-Weight	$30.50
Jun-01-20	Initiated	Stephens	Overweight	$22
Nov-26-19	Initiated	Raymond James	Outperform	$29
Oct-04-17	Downgrade	Keefe Bruyette	Outperform → Mkt Perform
Apr-12-17	Initiated	Sandler O'Neill	Buy	$30
Jul-14-16	Initiated	Piper Jaffray	Overweight	$24
Jun-23-15	Upgrade	Keefe Bruyette	Mkt Perform → Outperform	$24
Aug-31-09	Initiated	Keefe Bruyette	Mkt Perform	$20

Sep-17-25 11:45AM	Univest (UVSP) Could Be a Great Choice (Zacks)
Sep-01-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Aug-15-25 11:45AM	Why Univest (UVSP) is a Great Dividend Stock Right Now (Zacks)
Jul-30-25 11:45AM	Why Univest (UVSP) is a Top Dividend Stock for Your Portfolio (Zacks)
Jul-23-25 04:15PM	Univest Financial Corporation Reports Second Quarter Results (GlobeNewswire) -6.18%
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09:53AM	Earnings To Watch: Univest Financial Corp (UVSP) Reports Q2 2025 Result (GuruFocus.com)
Jul-22-25 09:32AM	Earnings To Watch: Univest Financial Corp (UVSP) Reports Q2 2025 Result (GuruFocus.com)
Jul-15-25 04:58AM	Best Value Stocks to Buy for July 15th (Zacks)
03:28AM	Best Income Stocks to Buy for July 15th (Zacks)
Jul-14-25 11:45AM	Univest (UVSP) Could Be a Great Choice (Zacks)
Jul-08-25 10:49AM	Univest Financial Corporation to Hold Second Quarter 2025 Earnings Call (GlobeNewswire)
Jul-04-25 09:15AM	Univest Corporation of Pennsylvania (UVSP) Soars to 52-Week High, Time to Cash Out? (Zacks)
Jul-03-25 12:00PM	Are You Looking for a Top Momentum Pick? Why Univest (UVSP) is a Great Choice (Zacks)
Jun-27-25 11:45AM	Univest (UVSP) Could Be a Great Choice (Zacks)
Jun-11-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
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06:11AM	Best Value Stocks to Buy for June 11th (Zacks)
05:16AM	Best Income Stocks to Buy for June 11th (Zacks)
May-26-25 11:45AM	Univest (UVSP) Could Be a Great Choice (Zacks)
May-08-25 11:45AM	Are You Looking for a High-Growth Dividend Stock? (Zacks)
Apr-28-25 08:15AM	The Zacks Analyst Blog Highlights Univest Financial, ACNB and Qualcomm (Zacks)
Apr-25-25 08:42AM	Buy These 3 Stocks That Declared Dividend Hikes Amid Market Volatility (Zacks)
Apr-24-25 12:44PM	Univest Financial Corporation (UVSP) Q1 2025 Earnings Call Transcript (Seeking Alpha)
Apr-23-25 05:40PM	Univest (UVSP) Beats Q1 Earnings and Revenue Estimates (Zacks)
04:37PM	Univest: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports First Quarter Results (GlobeNewswire)
Apr-22-25 05:35PM	NB Bancorp, Inc. (NBBK) Meets Q1 Earnings Estimates (Zacks)
Apr-21-25 09:15AM	Washington Trust Bancorp (WASH) Q1 Earnings Lag Estimates (Zacks)
Apr-07-25 09:39AM	Univest Financial Corporation to Hold First Quarter 2025 Earnings Call (GlobeNewswire)
Apr-01-25 03:30AM	Best Income Stocks to Buy for April 1st (Zacks)
Mar-28-25 07:00AM	New Strong Buy Stocks for March 28th (Zacks)
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Jan-24-25 02:02AM	Univest Financial Corp (UVSP) Q4 2024 Earnings Call Highlights: Strong Loan Growth Amid Deposit ... (GuruFocus.com)
Jan-22-25 05:30PM	Univest (UVSP) Q4 Earnings and Revenues Beat Estimates (Zacks)
04:30PM	Univest: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports Fourth Quarter 2024 Results (GlobeNewswire)
07:08AM	Univest Financial Corp (UVSP) Q4 2024: Everything You Need to Know Ahead of Earnings (GuruFocus.com)
Jan-21-25 07:06AM	Earnings To Watch: Univest Financial Corp (UVSP) Reports Q4 2024 Result (GuruFocus.com)
Jan-08-25 09:00AM	Univest Financial Corporation to Hold Fourth Quarter 2024 Earnings Call (GlobeNewswire)
Oct-25-24 05:00AM	Univest Financial Corp (UVSP) Q3 2024 Earnings Call Highlights: Strong Deposit Growth and ... (GuruFocus.com)
Oct-23-24 05:55PM	Univest (UVSP) Q3 Earnings Top Estimates (Zacks)
04:53PM	Univest: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports Third Quarter Results (GlobeNewswire)
Oct-09-24 03:12PM	Univest Financial Corp (UVSP) Q2 2024 Earnings Call Highlights: Strong Loan and Deposit Growth ... (GuruFocus.com)
Oct-07-24 02:56PM	Univest Financial Corporation to Hold Third Quarter 2024 Earnings Call (GlobeNewswire)
Jul-29-24 12:00PM	Univest (UVSP) is a Great Momentum Stock: Should You Buy? (Zacks)
Jul-24-24 04:39PM	Univest: Q2 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports Second Quarter Results (GlobeNewswire)
Jul-08-24 12:42PM	Univest Financial Corporation to Hold Second Quarter 2024 Earnings Call (GlobeNewswire)
Apr-30-24 09:40AM	Univest Financial Corporation (NASDAQ:UVSP) Q1 2024 Earnings Call Transcript (Insider Monkey)
Apr-26-24 03:10AM	Univest Financial Corp (UVSP) Q1 2024 Earnings Call Transcript Highlights: Strong Performance ... (GuruFocus.com)
Apr-24-24 09:54PM	UVSP Stock Earnings: Univest Financial Beats EPS, Beats Revenue for Q1 2024 (InvestorPlace)
04:32PM	Univest: Q1 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports First Quarter Results (GlobeNewswire)
Apr-05-24 09:15AM	Univest Financial Corporation to Hold First Quarter 2024 Earnings Call (GlobeNewswire)
Jan-27-24 08:41AM	Univest Financial Corporation (NASDAQ:UVSP) Q4 2023 Earnings Call Transcript (Insider Monkey)
Jan-25-24 09:16AM	Univest Financial Corp (UVSP) Reports Mixed Results for Q4 and Full Year 2023 (GuruFocus.com)
Jan-24-24 04:40PM	Univest: Q4 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports Fourth Quarter and 2023 Results (GlobeNewswire)
Jan-08-24 11:06AM	Univest Financial Corporation to Hold Fourth Quarter 2023 Earnings Call (GlobeNewswire)
Oct-25-23 06:00PM	Univest: Q3 Earnings Snapshot (Associated Press Finance)
04:15PM	Univest Financial Corporation Reports Third Quarter Results (GlobeNewswire)
Oct-09-23 11:26AM	Univest Financial Corporation to Hold Third Quarter 2023 Earnings Call (GlobeNewswire)
Oct-04-23 09:40AM	Should Value Investors Buy Univest Corporation of Pennsylvania (UVSP) Stock? (Zacks)
Sep-21-23 08:34AM	Implied Volatility Surging for Univest Financial (UVSP) Stock Options (Zacks)
Sep-18-23 08:59PM	Small Deposits: Janney adds $2.1B in AUM; Chase Bank continues to open more branches in the area (American City Business Journals)
Aug-16-23 01:40PM	Univest opens second Pittsburgh financial center (American City Business Journals)
Aug-03-23 06:02AM	Univest Financial (NASDAQ:UVSP) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.)
Aug-01-23 06:51AM	Daily Vickers Top Buyers & Sellers for 08/01/2023 (Argus Research)
Jul-30-23 08:09AM	Univest Financial's (NASDAQ:UVSP) Dividend Will Be $0.21 (Simply Wall St.)
Jul-26-23 04:49PM	Univest: Q2 Earnings Snapshot (Associated Press Finance) +5.22%
04:15PM	Univest Financial Corporation Reports Second Quarter Results (GlobeNewswire)
Jul-25-23 06:25AM	Investors in Univest Financial (NASDAQ:UVSP) have seen decent returns of 43% over the past three years (Simply Wall St.)
Jul-10-23 01:28PM	Univest Financial Corporation to Hold Second Quarter 2023 Earnings Call (GlobeNewswire)
Jun-14-23 08:03AM	Univest Financial Corporation (NASDAQ:UVSP) is a favorite amongst institutional investors who own 76% (Simply Wall St.)
May-04-23 06:29AM	Univest Financial (NASDAQ:UVSP) Could Be A Buy For Its Upcoming Dividend (Simply Wall St.) -5.94%
Apr-30-23 08:03AM	Univest Financial (NASDAQ:UVSP) Has Affirmed Its Dividend Of $0.21 (Simply Wall St.)
Apr-26-23 05:26PM	Univest: Q1 Earnings Snapshot (AP Finance)
04:15PM	Univest Financial Corporation Reports First Quarter Results (GlobeNewswire)
Apr-07-23 12:06PM	Univest Financial Corporation to Hold First Quarter 2023 Earnings Call (GlobeNewswire)
Feb-08-23 05:29AM	Industry Analysts Just Upgraded Their Univest Financial Corporation (NASDAQ:UVSP) Revenue Forecasts By 23% (Simply Wall St.)
Feb-02-23 05:05AM	Is It Smart To Buy Univest Financial Corporation (NASDAQ:UVSP) Before It Goes Ex-Dividend? (Simply Wall St.)
Jan-29-23 07:34AM	Univest Financial (NASDAQ:UVSP) Will Pay A Dividend Of $0.21 (Simply Wall St.)
Jan-27-23 01:08PM	Univest Financial Corporation (NASDAQ:UVSP) Q4 2022 Earnings Call Transcript (Insider Monkey)
11:40AM	Univest Financial Full Year 2022 Earnings: Beats Expectations (Simply Wall St.)
Jan-26-23 06:41AM	Univest Financial (NASDAQ:UVSP) shareholders have endured a 11% loss from investing in the stock a year ago (Simply Wall St.)
Jan-25-23 06:15PM	Univest (UVSP) Tops Q4 Earnings and Revenue Estimates (Zacks)
04:15PM	Univest Financial Corporation Reports Fourth Quarter and 2022 Results (GlobeNewswire)
Jan-09-23 03:14PM	Univest Financial Corporation to Hold Fourth Quarter 2022 Earnings Call (GlobeNewswire)
Dec-16-22 07:20AM	With 74% ownership, Univest Financial Corporation (NASDAQ:UVSP) boasts of strong institutional backing (Simply Wall St.)
Nov-23-22 09:55AM	After Golden Cross, Univest (UVSP)'s Technical Outlook is Bright (Zacks)
Nov-07-22 05:31PM	Univest Financial Corporation Announces Pricing of $50.0 Million Subordinated Notes Offering (GlobeNewswire)
Nov-04-22 09:20AM	Univest Financial Corporation (NASDAQ:UVSP) Passed Our Checks, And It's About To Pay A US$0.21 Dividend (Simply Wall St.)
Nov-03-22 09:18AM	Univest Financial (NASDAQ:UVSP) Will Pay A Dividend Of $0.21 (Simply Wall St.)
Oct-26-22 05:35PM	Univest (UVSP) Q3 Earnings and Revenues Top Estimates (Zacks) +5.59%
04:15PM	Univest Financial Corporation Reports Third Quarter Results (GlobeNewswire)
Oct-20-22 10:02AM	Bridgewater (BWB) to Report Q3 Results: Wall Street Expects Earnings Growth (Zacks)
Oct-19-22 10:01AM	Earnings Preview: Univest (UVSP) Q3 Earnings Expected to Decline (Zacks)
Oct-07-22 01:16PM	Univest Financial Corporation to Hold Third Quarter 2022 Earnings Call (GlobeNewswire)
Sep-26-22 12:54PM	Univest, Pittsburgh's newest bank, builds leadership ranks with 2 from S&T (American City Business Journals)
Sep-12-22 07:09AM	Univest Bank applies for its first Baltimore locations (American City Business Journals)
Aug-14-22 10:00PM	Philadelphia-area banks post strong 2Q earnings, but economic uncertainty clouds outlook (American City Business Journals)

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 insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.

Insider Trading	Relationship	Date	Transaction	Cost	#Shares	Value ($)	#Shares Total	SEC Form 4
PETRO THOMAS M	Director	Aug 27 '25	Sale	31.75	9,000	285,750	50,193	Aug 28 09:49 AM
Paquin Natalye	Director	Aug 04 '25	Buy	28.23	682	19,249	26,788	Aug 04 02:58 PM
Paquin Natalye	Director	Apr 25 '25	Buy	28.81	730	21,032	26,029	Apr 25 02:32 PM
Vazquez Anne	Director	Mar 19 '25	Buy	28.63	1,250	35,788	6,250	Mar 19 03:39 PM
Monios Eleni S	EVP & Chief Credit Officer	Mar 15 '25	Option Exercise	0.00	1,512	0	2,541	Mar 19 03:38 PM
McCormick Patrick C	SEVP & Chief Comm Bank Officer	Mar 15 '25	Option Exercise	0.00	4,205	0	10,822	Mar 19 03:37 PM
Santana Megan D	Sr EVP & Chief Risk Officer	Mar 15 '25	Option Exercise	0.00	5,991	0	32,868	Mar 19 03:35 PM
Richardson Brian J	Sr EVP & CFO	Mar 15 '25	Option Exercise	0.00	7,030	0	23,403	Mar 19 03:34 PM
SCHWEITZER JEFFREY M	Chairman, President & CEO	Mar 15 '25	Option Exercise	0.00	17,972	0	108,159	Mar 19 03:32 PM
Keim Michael S	Senior EVP & COO	Mar 15 '25	Option Exercise	0.00	9,738	0	65,417	Mar 19 03:30 PM
Zimmerman Charles H	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	15,334	Feb 04 10:51 AM
Wonderling Robert C	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	17,364	Feb 04 10:50 AM
Turner Michael L.	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	30,378	Feb 04 10:48 AM
PETRO THOMAS M	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	58,984	Feb 04 10:46 AM
Paquin Natalye	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	24,626	Feb 04 10:44 AM
Paquin Natalye	Director	Feb 03 '25	Buy	30.19	618	18,657	25,244	Feb 04 10:44 AM
Keenan Suzanne	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	14,309	Feb 04 10:31 AM
Connor Martin P.	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	6,310	Feb 04 10:26 AM
Benning Todd S	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	14,361	Feb 04 10:19 AM
Beebe Joseph P	Director	Jan 31 '25	Option Exercise	0.00	1,290	0	10,400	Feb 04 10:16 AM
Paquin Natalye	Director	Nov 01 '24	Buy	28.10	565	15,876	23,281	Nov 04 11:01 AM

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UVSP

Univest Financial Corp

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