Index
RUT
Market Cap
1.09B
Enterprise Value
-
Income
94.36M
Sales
524.51M
Book/sh
34.76
Cash/sh
-
Employees
960
IPO
Apr 28, 1994
P/E
11.84
Forward P/E
10.09
PEG
1.10
P/S
2.08
P/B
1.14
P/C
-
P/FCF
11.17
EV/EBITDA
-
EV/Sales
-
Quick Ratio
-
Current Ratio
0.46
Debt/Eq
0.26
LT Debt/Eq
0.26
Option/Short
Yes / Yes
EPS (ttm)
3.35
EPS next Y
3.92
EPS next Q
0.96
EPS this Y
19.60%
EPS next Y
4.81%
EPS next 5Y
9.19%
EPS past 3/5Y
5.81% 14.37%
Sales past 3/5Y
16.40% 13.48%
EPS Y/Y TTM
12.10%
Sales Y/Y TTM
2.26%
EPS Q/Q
-12.19%
Sales Q/Q
2.98%
Insider Own
1.61%
Insider Trans
-8.08%
Inst Own
81.70%
Inst Trans
0.41%
ROA
1.10%
ROE
10.03%
ROIC
7.86%
Gross Margin
-
Oper. Margin
22.54%
Profit Margin
17.99%
SMA20
-3.99%
SMA50
-4.92%
SMA200
0.85%
Trades
Shs Outstand
27.31M
Shs Float
27.14M
52W High
45.46 -12.88%
52W Low
28.20 40.43%
Volatility
2.78% 1.81%
ATR (14)
0.85
RSI (14)
34.98
Beta
0.67
Rel Volume
1.59
Avg Volume
219.60K
Volume
349,291
Perf Week
-6.03%
Perf Month
-3.93%
Perf Quarter
-11.01%
Perf Half Y
3.29%
Perf YTD
20.95%
Perf Year
33.42%
Perf 3Y
139.56%
Perf 5Y
37.98%
Perf 10Y
68.87%
Prev Close
39.33
Price
39.60
Change %
0.69%
Analysts 6 incl. previous ratings
Rating Distribution 3 Buy · 3 Hold · 0 Sell
Date Action Analyst Rating Change Price Target Change Implied Upside Dec 03, 2025 Resumed P Piper Sandler
Neutral $34 -14.1% Oct 06, 2023 Downgrade K Keefe Bruyette
Outperform → Mkt Perform $24 → $20 -49.5% Nov 07, 2022 Downgrade S Stephens
Overweight → Equal-Weight $30.50 -23.0% Jun 01, 2020 Initiated S Stephens
Overweight $22 -44.4% Nov 26, 2019 Initiated R Raymond James
Outperform $29 -26.8% Oct 04, 2017 Downgrade K Keefe Bruyette
Outperform → Mkt Perform Apr 12, 2017 Initiated S Sandler O'Neill
Buy $30 -24.2% Jul 14, 2016 Initiated P Piper Jaffray
Overweight $24 -39.4% Jun 23, 2015 Upgrade K Keefe Bruyette
Mkt Perform → Outperform $24 -39.4% Aug 31, 2009 Initiated K Keefe Bruyette
Mkt Perform $20 -49.5%
Oct-29-26 01:59PM
(Earnings Whispers)
-6.54%
Oct-28-26 04:15PM
Oct-20-26 06:34PM
Oct-07-26 09:25AM
Jul-24-26 09:03PM
04:15PM
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11:45AM
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04:37PM
(Associated Press Finance)
04:15PM
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Apr-21-25 09:15AM
Apr-07-25 09:39AM
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Mar-28-25 07:00AM
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Jan-22-25 05:30PM
04:30PM
(Associated Press Finance)
04:15PM
07:08AM
Jan-21-25 07:06AM
Jan-08-25 09:00AM
Oct-25-24 05:00AM
Oct-23-24 05:55PM
04:53PM
(Associated Press Finance)
04:15PM
Oct-09-24 03:12PM
Oct-07-24 02:56PM
Jul-29-24 12:00PM
Jul-24-24 04:39PM
(Associated Press Finance)
04:15PM
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Apr-24-24 09:54PM
04:32PM
(Associated Press Finance)
04:15PM
Apr-05-24 09:15AM
Jan-27-24 08:41AM
Jan-25-24 09:16AM
Jan-24-24 04:40PM
(Associated Press Finance)
04:15PM
Jan-08-24 11:06AM
Oct-25-23 06:00PM
(Associated Press Finance)
04:15PM
Oct-09-23 11:26AM
Oct-04-23 09:40AM
Sep-21-23 08:34AM
Sep-18-23 08:59PM
(American City Business Journals)
Aug-16-23 01:40PM
(American City Business Journals)
Aug-03-23 06:02AM
Aug-01-23 06:51AM
Jul-30-23 08:09AM
Jul-26-23 04:49PM
(Associated Press Finance)
+5.22%
04:15PM
Jul-25-23 06:25AM
Jul-10-23 01:28PM
Jun-14-23 08:03AM
May-04-23 06:29AM
Apr-30-23 08:03AM
Apr-26-23 05:26PM
Show Previous News
Insider Trading
Relationship
Date
Transaction
Cost
#Shares
Value ($)
#Shares Total
SEC Form 4
PETRO THOMAS M Director Aug 24 '26 Sale 41.69 5,000 208,450 47,239 Aug 24 03:07 PM Turner Michael L. Director Aug 13 '26 Sale 43.03 8,000 344,280 24,684 Aug 14 10:56 AM Michael Turner Director Aug 13 '26 Proposed Sale 42.50 8,000 340,000 Aug 13 11:59 AM Santana Megan D Sr EVP & Chief Risk Officer Jun 08 '26 Option Exercise 28.50 2,787 79,430 38,762 Jun 09 02:53 PM Santana Megan D Sr EVP & Chief Risk Officer Jun 08 '26 Sale 40.83 2,787 113,803 35,975 Jun 09 02:53 PM Richardson Brian J Sr EVP & CFO Jun 08 '26 Option Exercise 28.50 2,090 59,565 26,318 Jun 09 02:52 PM Richardson Brian J Sr EVP & CFO Jun 08 '26 Sale 40.90 2,090 85,489 24,228 Jun 09 02:52 PM SCHWEITZER JEFFREY M Chairman, President & CEO Jun 08 '26 Option Exercise 28.50 13,933 397,090 124,446 Jun 09 02:51 PM SCHWEITZER JEFFREY M Chairman, President & CEO Jun 08 '26 Sale 40.91 13,933 570,014 110,513 Jun 09 02:51 PM BRIAN J. RICHARDSON Officer Jun 08 '26 Proposed Sale 40.90 2,090 85,489 Jun 08 05:54 PM MEGAN D. SANTANA Officer Jun 08 '26 Proposed Sale 40.83 2,787 113,803 Jun 08 05:48 PM JEFFREY M. SCHWEITZER Officer Jun 08 '26 Proposed Sale 40.91 13,933 570,014 Jun 08 05:05 PM Keim Michael S Senior EVP & COO May 05 '26 Option Exercise 28.50 7,245 206,482 74,224 May 07 10:18 AM Keim Michael S Senior EVP & COO May 05 '26 Sale 38.71 7,245 280,427 66,979 May 07 10:18 AM MICHAEL KEIM Officer May 05 '26 Proposed Sale 38.71 7,245 280,427 May 05 04:48 PM Paquin Natalye Director Apr 27 '26 Sale 37.80 13,000 491,400 17,004 Apr 27 02:14 PM Paquin Natalye Director Apr 27 '26 Proposed Sale 37.51 13,000 487,630 Apr 27 10:39 AM Monios Eleni S EVP & Chief Credit Officer Mar 15 '26 Option Exercise 0.00 1,307 0 3,348 Mar 17 04:26 PM Richardson Brian J Sr EVP & CFO Mar 15 '26 Option Exercise 0.00 7,964 0 28,410 Mar 17 04:23 PM SCHWEITZER JEFFREY M Chairman, President & CEO Mar 15 '26 Option Exercise 0.00 21,434 0 121,804 Mar 17 04:22 PM McCormick Patrick C SEVP & Chief Comm Bank Officer Mar 15 '26 Option Exercise 0.00 5,138 0 15,032 Mar 17 04:21 PM Santana Megan D Sr EVP & Chief Risk Officer Mar 15 '26 Option Exercise 0.00 6,765 0 38,979 Mar 17 04:19 PM Keim Michael S Senior EVP & COO Mar 15 '26 Option Exercise 0.00 11,756 0 73,113 Mar 17 04:17 PM Benning Todd S Director Jan 31 '26 Option Exercise 0.00 1,766 0 16,127 Feb 03 10:20 AM Connor Martin P. Director Jan 31 '26 Option Exercise 0.00 1,766 0 8,076 Feb 03 10:20 AM Paquin Natalye Director Jan 31 '26 Option Exercise 0.00 1,766 0 29,352 Feb 03 10:18 AM Paquin Natalye Director Feb 02 '26 Buy 34.58 580 20,056 29,932 Feb 03 10:18 AM PETRO THOMAS M Director Jan 31 '26 Option Exercise 0.00 1,766 0 52,031 Feb 03 10:17 AM Turner Michael L. Director Jan 31 '26 Option Exercise 0.00 1,766 0 32,504 Feb 03 10:17 AM Wonderling Robert C Director Jan 31 '26 Option Exercise 0.00 1,766 0 19,373 Feb 03 10:16 AM Zimmerman Charles H Director Jan 31 '26 Option Exercise 0.00 1,766 0 17,419 Feb 03 10:14 AM Vazquez Anne Director Jan 31 '26 Option Exercise 0.00 1,766 0 8,016 Feb 03 10:13 AM Keenan Suzanne Director Jan 31 '26 Option Exercise 0.00 1,766 0 16,075 Feb 03 10:08 AM Beebe Joseph P Director Jan 31 '26 Option Exercise 0.00 1,766 0 12,166 Feb 03 10:06 AM SCHWEITZER JEFFREY M Chairman, President & CEO Dec 12 '25 Option Exercise 28.15 12,277 345,598 112,847 Dec 15 03:57 PM SCHWEITZER JEFFREY M Chairman, President & CEO Dec 12 '25 Sale 34.99 12,277 429,521 100,570 Dec 15 03:57 PM Keim Michael S Senior EVP & COO Dec 12 '25 Option Exercise 28.15 6,696 188,492 68,053 Dec 15 03:54 PM Keim Michael S Senior EVP & COO Dec 12 '25 Sale 34.07 6,696 228,137 61,357 Dec 15 03:54 PM Santana Megan D Sr EVP & Chief Risk Officer Dec 12 '25 Option Exercise 28.15 2,522 70,994 34,533 Dec 15 03:51 PM Santana Megan D Sr EVP & Chief Risk Officer Dec 12 '25 Sale 35.45 2,522 89,405 32,011 Dec 15 03:51 PM Richardson Brian J Sr EVP & CFO Dec 12 '25 Option Exercise 28.15 1,500 42,225 21,946 Dec 15 03:48 PM Richardson Brian J Sr EVP & CFO Dec 12 '25 Sale 34.45 1,500 51,675 20,446 Dec 15 03:48 PM MEGAN D. SANTANA Officer Dec 12 '25 Proposed Sale 35.45 2,522 89,405 Dec 12 04:08 PM MICHAEL S. KEIM Officer Dec 12 '25 Proposed Sale 35.07 6,696 234,833 Dec 12 04:06 PM JEFFREY M. SCHWEITZER Officer Dec 12 '25 Proposed Sale 34.99 12,277 429,521 Dec 12 04:04 PM BRIAN J. RICHARDSON Officer Dec 12 '25 Proposed Sale 35.45 1,500 53,175 Dec 12 04:01 PM Paquin Natalye Director Nov 10 '25 Buy 29.81 655 19,525 27,515 Nov 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.
Chairman Mr. Jeffrey M. Schweitzer CPA
Senior Executive VP & CFO Mr. Brian J. Richardson CPA
Senior EVP & COO Mr. Michael S. Keim CPA
Senior EVP Ms. Megan Duryea Santana Esq.
Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co. Mr. Patrick C. McCormick