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Last Close
Mar 27 04:00PM ET
20.64
Dollar change
+0.90
Percentage change
4.56
%
IndexRUT P/E8.57 EPS (ttm)2.41 Insider Own1.86% Shs Outstand29.51M Perf Week3.20%
Market Cap609.50M Forward P/E10.27 EPS next Y2.01 Insider Trans0.12% Shs Float28.98M Perf Month3.20%
Income71.10M PEG2.14 EPS next Q0.52 Inst Own75.35% Short Float0.94% Perf Quarter-7.44%
Sales447.28M P/S1.36 EPS this Y-17.43% Inst Trans-1.08% Short Ratio2.42 Perf Half Y21.20%
Book/sh28.44 P/B0.73 EPS next Y1.01% ROA0.95% Short Interest0.27M Perf Year-14.21%
Cash/sh- P/C- EPS next 5Y4.00% ROE8.80% 52W Range16.10 - 25.22 Perf YTD-6.31%
Dividend Est.0.86 (4.17%) P/FCF7.17 EPS past 5Y7.01% ROI5.72% 52W High-18.16% Beta0.89
Dividend TTM0.84 (4.07%) Quick Ratio- Sales past 5Y12.94% Gross Margin- 52W Low28.20% ATR (14)0.59
Dividend Ex-DateFeb 06, 2024 Current Ratio0.06 EPS Y/Y TTM-9.13% Oper. Margin20.17% RSI (14)57.63 Volatility2.38% 2.62%
Employees979 Debt/Eq0.60 Sales Y/Y TTM36.40% Profit Margin15.90% Recom3.00 Target Price21.67
Option/ShortYes / Yes LT Debt/Eq0.48 EPS Q/Q-32.10% Payout34.89% Rel Volume0.79 Prev Close19.74
Sales Surprise0.18% EPS Surprise17.02% Sales Q/Q24.27% EarningsJan 24 AMC Avg Volume111.97K Price20.64
SMA203.56% SMA502.16% SMA2007.91% Trades Volume88,323 Change4.56%
Date Action Analyst Rating Change Price Target Change
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 $20
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Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.
Insider Trading Relationship Date Transaction Cost #Shares Value ($) #Shares Total SEC Form 4
Richardson Brian JSr EVP & CFOMar 15 '24Option Exercise0.004,978017,363Mar 19 03:13 PM
McCormick Patrick CSEVP & Chief Comm Bank OfficerMar 15 '24Option Exercise0.003,48906,608Mar 19 03:09 PM
Monios Eleni SEVP & Chief Credit OfficerMar 15 '24Option Exercise0.001,01901,391Mar 19 03:06 PM
Santana Megan DSr EVP & Chief Risk OfficerMar 15 '24Option Exercise0.004,471025,733Mar 19 03:04 PM
Keim Michael SSenior EVP & COOMar 15 '24Option Exercise0.008,652057,309Mar 19 03:02 PM
SCHWEITZER JEFFREY MChairman, President & CEOMar 15 '24Option Exercise0.0015,577093,229Mar 19 02:58 PM
Richardson Brian JSr EVP & CFOMar 08 '24Sale20.2411312,385Mar 11 12:55 PM
Paquin NatalyeDirectorFeb 01 '24Buy20.9672515,19319,892Feb 01 01:55 PM
Beebe Joseph PDirectorJan 31 '24Option Exercise0.001,16209,110Feb 02 04:42 PM
AICHELE WILLIAM SDirectorJan 31 '24Option Exercise0.001,1620143,949Feb 02 04:43 PM
Paquin NatalyeDirectorJan 31 '24Option Exercise0.001,162021,054Feb 02 04:49 PM
Keenan SuzanneDirectorJan 31 '24Option Exercise0.001,162013,019Feb 02 04:47 PM
Benning Todd SDirectorJan 31 '24Option Exercise0.001,162013,071Feb 02 04:45 PM
Zimmerman Charles HDirectorJan 31 '24Option Exercise0.001,162013,715Feb 02 04:57 PM
Wonderling Robert CDirectorJan 31 '24Option Exercise0.001,162015,834Feb 02 04:56 PM
PETRO THOMAS MDirectorJan 31 '24Option Exercise0.001,162057,411Feb 02 04:51 PM
Turner Michael L.DirectorJan 31 '24Option Exercise0.001,162028,711Feb 02 04:54 PM
SCHWEITZER JEFFREY MChairman, President & CEOJan 30 '24Option Exercise18.7595517,90678,607Feb 01 01:57 PM
SCHWEITZER JEFFREY MChairman, President & CEOJan 30 '24Sale22.0595521,05377,652Feb 01 01:57 PM
SCHWEITZER JEFFREY MPresident & CEONov 28 '23Sale18.4611377,652Nov 29 04:13 PM
Paquin NatalyeDirectorNov 01 '23Buy16.4889014,66719,090Nov 01 11:39 AM
Paquin NatalyeDirectorJul 31 '23Buy19.4576014,78218,127Jul 31 02:44 PM
Connor Martin P.DirectorMay 09 '23Buy17.255,00086,2505,020May 10 10:32 AM
Paquin NatalyeDirectorApr 28 '23Buy20.2683716,95817,289Apr 28 03:54 PM