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Univest Financial Corporation UVSP R2K

Financial Services · Banks - Regional · United States
https://www.univest.net
Company Profile ↓
$43.48
+39.57% 1Y
Mkt Cap$1.21B
P/E13.10
P/B1.27
Div. Yield2.16%
52W High$45.15
52W Low$27.36
Book Value$33.50
EPS (TTM)$3.32

Company Overview

Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.

Why Investors Should Care

Consistent Profit Growth

Net profit has compounded at 14.2% per year over the last five years.

Reasonable Valuation

Trades at a P/E of 13.1, below the sector median of 13.3.

Healthy Margins

Maintains a net profit margin of 29.5%.

Dividend Income

Offers a dividend yield of 2.16%.

Recent Developments

  • Dec 2025 Revenue of $328.06M (+9.6% YoY); net profit $90.76M.
  • Trailing 12 Months Year-on-year growth — revenue +12.1%, earnings +24.7%.
  • 5-Year Trend Long-term compounding — profit CAGR 14.2%.

Growth & Price Performance

Compounded Sales Growth

5 Years:-
1 Year:12.10%

Compounded Profit Growth

5 Years:14.24%
1 Year:24.70%

Stock Price Performance

1 Year:+39.57%
6 Months:+33.91%
3 Months:+17.77%
1 Month:+3.47%

Highlights auto-generated from reported financials and price data; not investment advice. Verify with official filings before acting.

Technical Snapshot Bullish
52-Week Range 91% of range
$27.36 $45.15
Trend Signals
  • Price vs 50-DMAAbove
  • Price vs 200-DMAAbove
  • RSI (14)56.84 · Neutral
Price Performance
1M+3.47%
3M+17.77%
6M+33.91%
1Y+39.57%
Valuation vs Sector

P/E of 13.10 is below the sector median of 13.30 — relatively cheaper than peers.

Auto-generated from price history and fundamentals; not investment advice.

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Price Chart

Robinhood TradingView

Fundamental Growth Charts

Interactive charts for Revenue, Net Income, EBITDA, Free Cash Flow, EPS, ROE, ROCE, Gross/Net/Operating Margin and more — switch metric and period using the dropdowns above. CAGR is computed across the displayed window (quarterly CAGR is annualised). Visual growth charts make it easy to spot multi-year compounding trends at a glance — far faster than reading raw numbers in a table.

PROS

  • Excellent profit margin of 29.5%.
  • Profit CAGR of 14.2% over 5 years.
  • In a confirmed uptrend (50-DMA above 200-DMA).

CONS

No notable concerns flagged.

* The pros and cons are auto-generated from financial metrics.

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Valuation

Stock P/E
13.10
Industry PE
13.30
Forward P/E
11.55
PEG Ratio
1.30
Book Value
$33.50
Price to Book
1.27
P/S
3.66
EV/EBITDA
-
Dividend Yield
2.16%

Growth (CAGR)

Revenue 5Y
-
Profit 5Y
14.24%
Revenue (YoY)
12.10%
Earnings (YoY)
24.70%

Profitability & Returns

ROCE
-
ROE
10.29%
ROA
1.18%
Profit Margin
29.50%
Op Margin
40.72%
Gross Margin
0.00%
EPS (Latest Qtr)
$0.96
EPS (TTM)
$3.32

Balance Sheet & Liquidity

Debt/Equity
-
Quick Ratio
-
Current Ratio
-
Debt
$327.87M
Total Assets
$8.14B
Current Assets
-
Working Capital
-

Ownership

Promoter Holding
1.62%
Chg in Prom Hold
-
FII / Inst Holding
82.16%
Chg in FII Hold
-0.00%

Financial Snapshot

Enterprise Value
$1.21B
Total Revenue (TTM)
$323.55M
EBITDA
-
Free Cash Flow
-
Operating Cash Flow
$108.04M
Shares Outstanding
27.85M
Gross Margin
0.00%
Payout Ratio
26.51%

Peer comparison

Peer companies in the same sector (Financial Services).

#NameCMP $P/E Mkt CapDiv Yld % ROCE %ROE % Rev CAGR 5Y %Profit CAGR 5Y %
1 UVSP Univest Financial Corporation R2K 43.48 13.10 $1.21B 2.16% - 10.29% - 14.24%
2 JPM JPMorgan Chase & Co. SPX 342.89 16.42 $918.78B 1.87% - 16.47% 5.35% 7.56%
3 BRK-B Berkshire Hathaway Inc. SPX 491.09 14.61 $686.70B 0.00% - 10.50% 4.18% 9.44%
4 V Visa Inc. SPX 356.02 31.01 $590.89B 0.83% 37.15% 60.35% 14.33% 13.04%
5 MA Mastercard Incorporated SPX 538.02 31.10 $471.86B 0.71% 60.19% - 12.29% 19.21%
6 BAC Bank of America Corporation SPX 60.62 15.04 $430.20B 2.00% - 10.64% 6.00% 3.49%
7 MS Morgan Stanley SPX 227.67 20.62 $359.10B 1.87% - 16.39% 3.76% 9.66%
8 GS The Goldman Sachs Group, Inc. SPX 1,140.00 20.83 $336.31B 1.69% - 14.55% - 2.21%
9 WFC Wells Fargo & Company SPX 85.29 13.18 $261.00B 2.11% - 12.03% 4.02% 15.98%
Financial Statements Quarterly Results · Profit & Loss · Balance Sheet · Cash Flows · Ratios

Quarterly Results

Figures in USD.

Metric Mar 2015Jun 2015Sep 2015Dec 2015Mar 2016Jun 2016Sep 2016Dec 2016Mar 2017Jun 2017Sep 2017Dec 2017Mar 2018Jun 2018Sep 2018Dec 2018Mar 2019Jun 2019Sep 2019Dec 2019Mar 2020Jun 2020Sep 2020Dec 2020Mar 2021Jun 2021Sep 2021Mar 2022Jun 2022Sep 2022Mar 2023Jun 2023Sep 2023Mar 2024Jun 2024Sep 2024Mar 2025Jun 2025Sep 2025Mar 2026
Revenue 000-000-000-000-000-000-0000-----77.06M72.01M73.35M79.20M81.04M83.25M87.45M
Net Income 6.12M6.47M7.53M7.16M7.29M5.24M58.00K6.92M10.86M11.78M11.20M10.26M12.85M4.36M14.96M18.37M16.08M16.47M17.66M15.51M838.00K2.08M18.12M25.87M32.60M20.88M20.91M20.32M13.17M20.80M21.03M16.80M17.02M20.30M18.11M18.58M22.39M19.98M25.64M27.09M
Diluted EPS 0.310.330.390.370.370.270.000.270.410.440.420.370.440.150.510.630.550.560.600.530.030.070.620.881.110.710.710.680.450.710.710.570.580.690.620.630.770.690.890.96

Profit & Loss (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Revenue ----000000000296.18M296.82M299.23M328.06M
Net Income 10.78M15.76M18.88M20.87M21.19M22.23M27.27M19.50M44.09M50.54M65.72M46.92M91.80M78.12M71.10M75.93M90.76M
Diluted EPS 0.750.951.131.241.281.371.390.841.641.722.241.603.112.642.412.583.13

Balance Sheet (Annual)

Figures in USD.

Metric Dec 2008Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Total Assets --2.13B2.21B2.30B2.19B2.24B2.88B4.23B4.55B4.98B5.38B6.34B7.12B7.22B7.78B8.13B8.44B
Total Equity 203.21M267.81M266.22M272.98M284.28M280.51M284.55M361.57M505.21M603.37M624.13M675.12M692.47M773.79M776.50M839.21M887.30M943.32M
Long Term Debt --5.00M5.00M---0127.52M155.83M145.33M150.10M------
Total Liabilities --1.87B1.93B2.02B1.91B1.95B2.52B3.73B3.95B4.36B4.71B5.64B6.35B6.45B6.94B7.24B7.49B

Cash Flows (Annual)

Figures in USD.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Operating Cash Flow 20.23M34.85M42.70M37.14M32.81M29.72M39.34M33.31M68.66M86.01M73.15M51.18M102.34M109.45M89.74M75.11M101.51M
Investing Cash Flow -18.64M-84.55M-57.79M-58.18M21.59M-36.30M-190.04M-313.93M-332.49M-431.32M-343.37M-867.39M-126.78M-897.61M-454.44M-259.74M-83.68M
Financing Cash Flow -15.85M40.79M43.32M79.58M-120.15M5.92M151.06M277.65M281.41M379.32M285.93M910.94M694.73M50.81M461.69M263.68M207.04M
Share Buybacks 370.00K153.00K1.93M2.32M12.01M4.61M13.34M8.36M3.52M5.98M2.04M4.38M295.00K11.38M462.00K18.88M34.62M

Ratios (Annual)

Figures in %.

Metric Dec 2009Dec 2010Dec 2011Dec 2012Dec 2013Dec 2014Dec 2015Dec 2016Dec 2017Dec 2018Dec 2019Dec 2020Dec 2021Dec 2022Dec 2023Dec 2024Dec 2025
Gross Margin % -----------------
Operating Margin % -----------------
Net Margin % -------------26.4%24.0%25.4%27.7%
ROE % 4.0%5.9%6.9%7.3%7.6%7.8%7.5%3.9%7.3%8.1%9.7%6.8%11.9%10.1%8.5%8.6%9.6%
ROCE % -----------------

Shareholding Pattern

Insiders
1.62%
Institutions
82.16%
Public Float
83.52%

Top Institutional Holders

#Holder% HeldSharesValue
1 Blackrock Inc. 11.17% 3.11M $136.98M
2 FMR, LLC 6.83% 1.90M $83.76M
3 Dimensional Fund Advisors LP 6.77% 1.89M $83.05M
4 Vanguard Capital Management LLC 4.37% 1.22M $53.60M
5 Manufacturers Life Insurance Co. 3.93% 1.10M $48.24M
6 State Street Corporation 3.35% 933.69K $41.11M
7 Pzena Investment Management LLC 3.03% 842.42K $37.09M
8 Geode Capital Management, LLC 2.84% 790.94K $34.83M
9 American Century Companies Inc 2.72% 758.00K $33.37M
10 Renaissance Technologies, LLC 2.10% 583.73K $25.70M

Analyst View

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Latest News

Recent headlines for UVSP

Google News Sun, 12 Jul 2026

If You Invested $1,000 in Univest Financial Corp (UVSP) - Stock Titan

<a href="https://news.google.com/rss/articles/CBMibkFVX3lxTE9VXzlJSmpsMG03Q3E2NmIzdlNDN3FEdnByMzBOYU5sM3B0WXJlWkJiYXFKZERNd2Y5am1BSEV0Z3Z5SXlXTDlPLWpXTDN4YkFKR2FleGlIRVMtV3BTU3ZzdEhjWVRMS1ZwSmNBRkVR?oc=5" target="_blank">If You Invested $1,…

Google News Sun, 12 Jul 2026

UNIVEST FINANCIAL Corp Lowers Stock Position in Univest Corporation of Pennsylvania $UVSP - MarketBeat

<a href="https://news.google.com/rss/articles/CBMi4wFBVV95cUxPMnp5bTVwckN0TGRsTk9zM2tYSWMyX2IyN05PZFNOMXBheU1ZODB5MnlKQzZ1Q0VjdGNGSF9EVjJVWHZRME9LMzlGeE1FZFFOclVOQmVRNzRNOHdBQVVZcXpkVENHZklzOG8ycEpoeXZzNGEzYlZYd2NjSHllUnBpZXFZSDlqdzd1RGo1Rl…

Google News ue, 26 May 2026

Univest (UVSP) Could Be a Great Choice - Yahoo Finance

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Google News Fri, 10 Jul 2026

(UVSP) Volatility Zones as Tactical Triggers - Stock Traders Daily

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Google News ue, 07 Jul 2026

Univest Financial Corporation to Host Second Quarter 2026 Earnings Conference Call - Quiver Quantitative

<a href="https://news.google.com/rss/articles/CBMitgFBVV95cUxQSGw1QjJzUjVWcHNEWnpjcU13Ti1Xc3E5bG15RTlxbWp4Qk56VTRZNS1zc1FNNHNpQ0hDZ3pqd3ZYZ3dmWThaZDJBVm5NWjVLbW5DNzM3ZFEySGJXTnAxRGx4QnpqaG00VFNCZlc4cEgzSXBDblg3c2tEdGJJV2ZFczVqTTd2RnptTks3V3…

Google News Sat, 27 Jun 2026

Univest Financial (UVSP) Rallies Above Fair Value, Is The Stock Now Fully Valued? - simplywall.st

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UVSP — Frequently Asked Questions

What is the current share price of Univest Financial Corporation (UVSP)?

As of 2026-07-14 21:23 PDT, Univest Financial Corporation (UVSP) trades at $43.48 on NasdaqGS. Its 52-week range is $27.36 to $45.15.

What is the market capitalisation of UVSP?

Univest Financial Corporation (UVSP) has a market capitalisation of $1.21B on NasdaqGS.

What is the P/E ratio of UVSP?

UVSP trades at a trailing price-to-earnings (P/E) ratio of 13.10. The industry average P/E is 13.30. Its price-to-book (P/B) ratio is 1.27.

Does UVSP pay a dividend?

Univest Financial Corporation (UVSP) currently offers a dividend yield of 2.16%.

What is the return on equity (ROE) of UVSP?

UVSP has a return on equity (ROE) of 10.29%.

Is UVSP a good stock to buy?

This page provides a data-driven analysis of Univest Financial Corporation (UVSP), including valuation ratios, profitability, growth trends, auto-generated pros and cons, peer comparison and AI exposure. Review these fundamentals alongside your own research and risk tolerance. This is informational content, not investment advice.

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