- $841.75m
- $1.10bn
- $299.23m
- 64
- 77
- 96
- 93
Growth & Value
| 12m Forecast Rolling | Industry | Market | |
|---|---|---|---|
| PE Ratio (f) | 10.84 | ||
| PEG Ratio (f) | 3.27 | ||
| EPS Growth (f) | 3.43% | ||
| Dividend Yield (f) | 2.99% | ||
| Valuation (ttm) | Industry | Market | |
|---|---|---|---|
| Price to Book Value | 0.93 | ||
| Price to Tang. Book | 1.17 | ||
| Price to Free Cashflow | 11.69 | ||
| Price to Sales | 2.79 | ||
| EV to EBITDA | 229.47 | ||
Shareholder Activity
| Type | Buy / Hold / Sell |
|---|---|
| Institutions | |
| Directors | |
| Community |
Guru Screens
Quality
| Name | Industry | Market | |
|---|---|---|---|
| Return on Capital | 1.22% | ||
| Return on Equity | 8.93% | ||
| Operating Margin | 32.29% | ||
Financial Summary
| Year End 31st Dec | Unit | 2020 | 2021 | 2022 | 2023 | 2024 | 2025E | 2026E | CAGR / Avg |
|---|---|---|---|---|---|---|---|---|---|
| Total Revenue | $m | 252.69 | 271.61 | 296.18 | 296.82 | 299.23 | 312.3 | 331.2 | 4.98% |
| Operating Profit | m | ||||||||
| Net Profit | m | ||||||||
| EPS Reported | |||||||||
| Diluted Normalised EPS | |||||||||
| EPS Growth | % | -33.09 | +100.24 | -21.82 | -7.54 | +5.46 | +0.33 | +10.07 | n/a |
| PE Ratio | x | ||||||||
| PEG | |||||||||
| Profitability | |||||||||
| Operating Margin | % | ||||||||
| ROA | % | ||||||||
| ROCE | % | ||||||||
| ROE | % | ||||||||
| Cashflow | |||||||||
| Op. Cashflow ps | |||||||||
| Capex ps | |||||||||
| Free Cashflow ps | |||||||||
| Dividends | |||||||||
| Dividend ps | |||||||||
| Dividend Growth | % | ||||||||
| Dividend Yield | % | ||||||||
| Dividend Cover | x | ||||||||
| Balance Sheet | |||||||||
| Cash etc | m | ||||||||
| Working Capital | m | ||||||||
| NFA | m | ||||||||
| Net Debt | m | ||||||||
| Book Value | m | ||||||||
| Diluted Weighted Average Shares | m | ||||||||
| Book Value ps | |||||||||
Other Ratios
| Leverage (ttm) | Total | - Intang | + Pension |
|---|---|---|---|
| Gross Gearing | |||
| Net Gearing | |||
| Cash / Assets |
| Liquidity (ttm) | |
|---|---|
| Curr. Ratio | |
| Quick Ratio | |
| Interest Cov. | |
| Efficiency (ttm) | |
|---|---|
| Asset Turnover | |
| Recs Turnover | |
| Stock Turnover | |
Recent History
| Latest interim period vs. prior period | Industry | Market | |
|---|---|---|---|
| Sales Growth | |||
| EPS Growth | |||
| 3yr Compound Annual Growth Rate | Industry | Market | |
|---|---|---|---|
| Sales CAGR | |||
| EPS CAGR | |||
| DPS CAGR | |||
Profile Summary
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Company and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Its segments include Banking, Wealth Management and Insurance. The Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a full range of banking services such as deposit taking, loan origination and servicing, mortgage banking, other general banking services and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning and trust and brokerage services. The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.
Directors
- William Aichele CHM (70)
- Jeffrey Schweitzer PRE (47)
- Brian Richardson CFO (38)
- Michael Keim COO (54)
- Megan Santana EVP (45)
- Duane Brobst EVP (68)
- Joseph Beebe DRC
- Roger Ballou IND (70)
- Todd Benning IND (60)
- Suzanne Keenan IND (56)
- Glenn Moyer IND (69)
- Natalye Paquin IND (60)
- Thomas Petro IND (62)
- Michael Turner IND (64)
- Robert Wonderling IND (59)
- Charles Zimmerman IND (62)
- Last Annual
- December 31st, 2024
- Last Interim
- March 31st, 2025
- Incorporated
- January 3rd, 1973
- Public Since
- October 27th, 1993
- No. of Shareholders
- 2,229
- No. of Employees
- 949
- Sector
- Banking Services
- Industry
- Financials
- Exchange
NASDAQ Global Select Market- Shares in Issue
- 28,962,648
- Address
- 14 NORTH MAIN STREET,, SOUDERTON, 18964
- Web
- https://www.univest.net/
- Phone
- +1 2157212400
- Contact
- Brian Richardson
- Auditors
- KPMG LLP
Upcoming Events for UVSP
Q2 2025 Univest Financial Corp Earnings Release
Q3 2025 Univest Financial Corp Earnings Release
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FAQ
What is the Univest Financial share price?
As of Today at 23:52 UTC, shares in Univest Financial are trading at $28.98. This share price information is delayed by 15 minutes.
How has the Univest Financial share price performed this year?
Shares in Univest Financial last closed at $28.98 and the price had moved by +41.02% over the past 365 days. In terms of relative price strength the Univest Financial share price has outperformed the S&P500 Index by +30.17% over the past year.
What are the analyst and broker recommendations for Univest Financial?
The overall consensus recommendation for Univest Financial is Hold. You can view the full broker recommendation list by unlocking its StockReport.
Find out moreWhat is the Univest Financial dividend yield?
The Univest Financial dividend yield is 2.93% based on the trailing twelve month period.
Does Univest Financial pay a dividend?
Last year, Univest Financial paid a total dividend of $0.85, and it currently has a trailing dividend yield of 2.93%.Looking ahead, shares in Univest Financial are due to go ex-dividend on 2025-05-07 and the next dividend pay date is 2025-05-21.
When does Univest Financial next pay dividends?
Univest Financial are due to go ex-dividend on 2025-05-07 and the next dividend pay date is 2025-05-21. The historic dividend yield on Univest Financial shares is currently 2.93%.
How do I buy Univest Financial shares?
To buy shares in Univest Financial you'll need a share-dealing account with an online or offline stock broker. Once you have opened your account and transferred funds into it, you'll be able to search and select shares to buy and sell. You can use Stockopedia’s share research software to help you find the the kinds of shares that suit your investment strategy and objectives.
What is the market cap of Univest Financial?
As of the previous close price of $28.98, shares in Univest Financial had a market capitalisation of $841.75m.
Where are Univest Financial shares listed?
Here are the trading details for Univest Financial:
- Country of listing: United States
- Exchange: NSQ
- Ticker Symbol: UVSP
What kind of share is Univest Financial?
Based on an overall assessment of its quality, value and momentum Univest Financial is currently classified as a Super Stock. The classification is based on a composite score that examines a wide range of fundamental and technical measures. Stock are classified on the the following spectrum: Super Stocks, High Flyers, Contrarians, Turnarounds, Neutral, Value Traps, Momentum Traps, Falling Stars, and Sucker Stocks. For more information, learn about our StockRank Styles.
Is there a Univest Financial share price forecast for 2025?
The analyst consensus target price for shares in Univest Financial is $31.33. That is 8.11% above the last closing price of $28.98.
Analysts covering Univest Financial currently have a consensus Earnings Per Share (EPS) forecast of $2.59 for the next financial year.
Find out moreWhat is the trend in the Univest Financial share price?
An important predictor of whether a stock price will go up is its track record of momentum. Price trends tend to persist, so it's worth looking at them when it comes to a share like Univest Financial. Over the past six months, its share price has outperformed the S&P500 Index by +9.6%.
As of the last closing price of $28.98, shares in Univest Financial were trading +1.02% higher than their 200 day moving average. You can read more about the power of momentum in assessing share price movements on Stockopedia.
What is the Univest Financial PE Ratio?
The Univest Financial PE ratio based on its reported earnings over the past 12 months is 10.84. The shares last closed at $28.98.
The PE ratio (or price-to-earnings ratio) is the one of the most popular valuation measures used by stock market investors. It is calculated by dividing a company's price per share by its earnings per share.
The PE ratio can be seen as being expressed in years, in the sense that it shows the number of years of earnings which would be required to pay back the purchase price, ignoring inflation. So in general terms, the higher the PE, the more expensive the stock is.
Who are the key directors of Univest Financial?
Univest Financial's management team is headed by:
- William Aichele - CHM
- Jeffrey Schweitzer - PRE
- Brian Richardson - CFO
- Michael Keim - COO
- Megan Santana - EVP
- Duane Brobst - EVP
- Joseph Beebe - DRC
- Roger Ballou - IND
- Todd Benning - IND
- Suzanne Keenan - IND
- Glenn Moyer - IND
- Natalye Paquin - IND
- Thomas Petro - IND
- Michael Turner - IND
- Robert Wonderling - IND
- Charles Zimmerman - IND