UVSP RSI Chart
Last 7 days
1.3%
Last 30 days
24.5%
Last 90 days
13.6%
Trailing 12 Months
24.0%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 387.1M | 0 | 0 | 0 |
2023 | 284.2M | 317.7M | 347.9M | 371.7M |
2022 | 209.5M | 213.7M | 227.1M | 252.2M |
2021 | 203.4M | 205.8M | 208.8M | 209.7M |
2020 | 213.7M | 209.7M | 206.0M | 203.9M |
2019 | 199.3M | 206.9M | 212.0M | 214.1M |
2018 | 168.2M | 174.6M | 181.7M | 190.5M |
2017 | 139.3M | 153.2M | 158.7M | 163.0M |
2016 | 102.8M | 103.3M | 114.3M | 126.6M |
2015 | 81.8M | 88.7M | 95.2M | 102.0M |
2014 | 77.0M | 76.3M | 76.1M | 75.9M |
2013 | 79.7M | 78.9M | 78.4M | 77.6M |
2012 | 84.2M | 82.7M | 81.5M | 80.7M |
2011 | 90.2M | 89.0M | 87.2M | 85.5M |
2010 | 0 | 94.6M | 92.8M | 91.0M |
2009 | 0 | 0 | 0 | 96.4M |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
May 07, 2024 | paquin natalye | bought | 19,169 | 22.2899 | 860 | - |
Mar 15, 2024 | santana megan d | sold (taxes) | -28,362 | 19.56 | -1,450 | sr evp & chief risk officer |
Mar 15, 2024 | schweitzer jeffrey m | acquired | - | - | 2,115 | chairman, president & ceo |
Mar 15, 2024 | monios eleni s | acquired | - | - | 1,019 | evp & chief credit officer |
Mar 15, 2024 | keim michael s | sold (taxes) | -55,041 | 19.56 | -2,814 | senior evp & coo |
Mar 15, 2024 | richardson brian j | sold (taxes) | -31,765 | 19.56 | -1,624 | sr evp & cfo |
Mar 15, 2024 | richardson brian j | acquired | - | - | 634 | sr evp & cfo |
Mar 15, 2024 | monios eleni s | sold (taxes) | -7,080 | 19.56 | -362 | evp & chief credit officer |
Mar 15, 2024 | mccormick patrick c | acquired | - | - | 3,489 | sevp & chief comm bank officer |
Mar 15, 2024 | santana megan d | acquired | - | - | 581 | sr evp & chief risk officer |
Which funds bought or sold UVSP recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 16, 2024 | CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | reduced | -5.08 | -70,356 | 613,191 | -% |
May 16, 2024 | COMERICA BANK | added | 11,533 | 177,609 | 179,239 | -% |
May 16, 2024 | JANE STREET GROUP, LLC | sold off | -100 | -324,590 | - | -% |
May 15, 2024 | OCCUDO QUANTITATIVE STRATEGIES LP | sold off | -100 | -238,321 | - | -% |
May 15, 2024 | CITADEL ADVISORS LLC | reduced | -21.68 | -101,993 | 290,626 | -% |
May 15, 2024 | TWO SIGMA INVESTMENTS, LP | added | 6.66 | 7,114 | 892,345 | -% |
May 15, 2024 | Voya Investment Management LLC | reduced | -18.35 | -67,360 | 227,688 | -% |
May 15, 2024 | D. E. Shaw & Co., Inc. | sold off | -100 | -301,591 | - | -% |
May 15, 2024 | AQR CAPITAL MANAGEMENT LLC | added | 6.89 | 84,974 | 8,398,600 | 0.01% |
May 15, 2024 | Point72 Asia (Singapore) Pte. Ltd. | new | - | 41,281 | 41,281 | 0.01% |
Unveiling Univest Financial Corp's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Univest Financial Corp)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
JPM | 588.1B | 174.7B | 11.68 | 3.37 | ||||
BAC | 307.4B | 137.9B | 12.28 | 2.23 | ||||
WFC | 213.0B | 85.8B | 11.35 | 2.48 | ||||
C | 122.2B | 125.0B | 15.29 | 0.98 | ||||
CFG | 16.9B | 10.4B | 11.81 | 1.62 | ||||
KEY | 14.5B | 8.1B | 16.61 | 1.78 | ||||
MID-CAP | ||||||||
CMA | 7.3B | 4.2B | 10.46 | 1.71 | ||||
ZION | 6.6B | 4.1B | 10.55 | 1.63 | ||||
ABCB | 3.5B | 1.3B | 12.32 | 2.65 | ||||
ASB | 3.4B | 2.0B | 20.88 | 1.65 | ||||
SMALL-CAP | ||||||||
AMNB | 497.6M | 120.2M | 19.02 | 4.14 | ||||
AROW | 417.1M | 173.1M | 14.3 | 2.41 | ||||
ALRS | 390.4M | 152.4M | 39.27 | 2.56 | ||||
ACNB | 295.5M | 98.7M | 10.04 | 2.99 | ||||
ASRV | 48.0M | 62.5M | -16.24 | 0.77 |
Univest Financial Corp News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | -2.6% | 99.00 | 101 | 97.00 | 90.00 | 83.00 | 77.00 | 67.00 | 57.00 | 51.00 | 52.00 | 54.00 | 52.00 | 51.00 | 51.00 | 51.00 | 50.00 | 52.00 | 53.00 | 54.00 | 54.00 | 52.00 |
EBITDA Margin | -6.6% | 0.78* | 0.83* | 0.94* | 1.06* | 1.16* | 1.25* | 1.29* | 1.33* | 1.38* | 1.44* | 1.48* | 1.46* | - | - | - | - | - | - | - | - | - |
Interest Expenses | -2.5% | 51.00 | 53.00 | 54.00 | 54.00 | 59.00 | 62.00 | 58.00 | 51.00 | 47.00 | 48.00 | 49.00 | 47.00 | 45.00 | 45.00 | 44.00 | 44.00 | 42.00 | 42.00 | 43.00 | 43.00 | 42.00 |
Income Taxes | 26.6% | 5.00 | 4.00 | 4.00 | 4.00 | 5.00 | 6.00 | 5.00 | 3.00 | 5.00 | 5.00 | 5.00 | 5.00 | 8.00 | 6.00 | 5.00 | -0.26 | -0.61 | 3.00 | 4.00 | 4.00 | 3.00 |
Earnings Before Taxes | 25.3% | 26.00 | 20.00 | 21.00 | 21.00 | 26.00 | 30.00 | 26.00 | 16.00 | 25.00 | 22.00 | 26.00 | 26.00 | 40.00 | 32.00 | 23.00 | 2.00 | 0.00 | 19.00 | 21.00 | 20.00 | 20.00 |
EBT Margin | -4.5% | 0.23* | 0.24* | 0.28* | 0.32* | 0.35* | 0.39* | 0.39* | 0.42* | 0.47* | 0.55* | 0.59* | 0.59* | - | - | - | - | - | - | - | - | - |
Net Income | 24.9% | 20.00 | 16.00 | 17.00 | 17.00 | 21.00 | 24.00 | 21.00 | 13.00 | 20.00 | 17.00 | 21.00 | 21.00 | 33.00 | 26.00 | 18.00 | 2.00 | 1.00 | 16.00 | 18.00 | 16.00 | 16.00 |
Net Income Margin | -5.0% | 0.18* | 0.19* | 0.23* | 0.26* | 0.28* | 0.31* | 0.32* | 0.34* | 0.38* | 0.44* | 0.48* | 0.47* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -58.5% | 12.00 | 28.00 | 22.00 | 19.00 | 21.00 | 26.00 | 24.00 | 36.00 | 24.00 | 37.00 | 17.00 | 19.00 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | -0.4% | 7,747 | 7,781 | 7,828 | 7,600 | 7,359 | 7,222 | 6,907 | 6,701 | 7,108 | 7,122 | 6,980 | 6,356 | 6,417 | 6,336 | 6,383 | 6,125 | 5,465 | 5,381 | 5,354 | 5,154 | 5,036 |
Cash Equivalents | -19.3% | 202 | 250 | 290 | 140 | 138 | 153 | 113 | 95.00 | 774 | 890 | 902 | 203 | 187 | 220 | 388 | 349 | 183 | 125 | 225 | 85.00 | 66.00 |
Net PPE | -5.3% | 49.00 | 51.00 | 51.00 | 52.00 | 52.00 | 51.00 | 51.00 | 50.00 | 50.00 | 57.00 | 55.00 | 56.00 | 56.00 | 56.00 | 55.00 | 56.00 | 56.00 | 57.00 | 57.00 | 58.00 | 59.00 |
Goodwill | 0% | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 176 | 173 | 173 | 173 | 173 | 173 | 173 | 173 | 173 | 173 | 173 | 173 |
Liabilities | -0.6% | 6,903 | 6,941 | 7,021 | 6,795 | 6,560 | 6,446 | 6,153 | 5,937 | 6,334 | 6,349 | 6,224 | 5,616 | 5,694 | 5,644 | 5,714 | 5,470 | 4,813 | 4,706 | 4,689 | 4,503 | 4,398 |
Short Term Borrowings | -23.6% | 5.00 | 6.00 | 15.00 | 245 | 272 | 197 | 81.00 | 98.00 | 19.00 | 20.00 | 14.00 | 25.00 | 27.00 | 18.00 | 18.00 | 211 | 18.00 | 19.00 | 19.00 | 39.00 | 73.00 |
Long Term Debt | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 210 | 150 | 160 | 170 | 145 |
Shareholder's Equity | 0.5% | 844 | 839 | 807 | 805 | 798 | 777 | 754 | 764 | 774 | 774 | 756 | 740 | 722 | 692 | 669 | 655 | 652 | 675 | 664 | 652 | 638 |
Retained Earnings | 3.0% | 489 | 475 | 465 | 454 | 443 | 429 | 411 | 396 | 389 | 375 | 364 | 349 | 334 | 307 | 281 | 269 | 272 | 289 | 279 | 267 | 257 |
Additional Paid-In Capital | -0.7% | 299 | 301 | 300 | 299 | 298 | 301 | 300 | 299 | 298 | 299 | 298 | 297 | 296 | 296 | 297 | 296 | 295 | 295 | 295 | 294 | 293 |
Shares Outstanding | -0.6% | 29.00 | 30.00 | 30.00 | 29.00 | 29.00 | 29.00 | 29.00 | 29.00 | 30.00 | 30.00 | 29.00 | 29.00 | - | - | - | - | - | - | - | - | - |
Float | - | - | - | - | 524 | - | - | - | 734 | - | - | - | 760 | - | - | - | 462 | - | - | - | 753 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -58.5% | 11,568 | 27,874 | 21,804 | 19,323 | 20,740 | 25,978 | 23,744 | 35,793 | 23,940 | 36,794 | 17,150 | 18,520 | 29,873 | 5,088 | 20,508 | 14,531 | 11,052 | 19,236 | 22,355 | 14,502 | 17,055 |
Share Based Compensation | 6.2% | 1,025 | 965 | 1,114 | 1,005 | 1,110 | 1,122 | 1,049 | 1,015 | 934 | 1,024 | 911 | 889 | 874 | -373 | 714 | 704 | 435 | 430 | 662 | 679 | 577 |
Cashflow From Investing | -174.6% | -14,491 | 19,416 | -88,120 | -236,937 | -148,795 | -273,102 | -202,929 | -295,375 | -126,206 | -167,645 | 78,679 | 72,009 | -109,822 | -100,126 | -218,706 | -498,000 | -50,560 | -125,841 | -61,454 | -100,838 | -55,236 |
Cashflow From Financing | 48.5% | -45,270 | -87,832 | 216,246 | 219,701 | 113,580 | 286,613 | 197,718 | -419,422 | -14,103 | 118,644 | 603,079 | -74,397 | 47,408 | -72,780 | 237,345 | 649,096 | 97,282 | 6,399 | 179,866 | 104,762 | -5,098 |
Dividend Payments | 0.1% | 6,206 | 6,197 | 6,188 | 6,487 | 6,178 | 6,141 | 6,154 | 6,203 | 6,109 | 5,895 | 5,883 | 5,877 | 5,920 | -19.00 | 5,836 | 5,840 | 5,879 | 5,861 | 5,857 | 5,854 | 5,863 |
Buy Backs | 1302.2% | 6,478 | 462 | - | - | - | - | 3,811 | 7,570 | - | - | - | - | 295 | -70.00 | - | 14.00 | 4,438 | 269 | 601 | 225 | 950 |
Condensed Consolidated Statements of Income - USD ($) $ in Thousands | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Interest income | ||
Interest and fees on loans and leases | $ 92,617 | $ 78,655 |
Interest and dividends on investment securities: | ||
Taxable | 3,647 | 3,495 |
Exempt from federal income taxes | 12 | 15 |
Interest on deposits with other banks | 1,609 | 479 |
Interest and dividends on other earning assets | 724 | 609 |
Total interest income | 98,609 | 83,253 |
Interest expense | ||
Interest on deposits | 41,973 | 18,336 |
Interest on short-term borrowings | 5 | 2,728 |
Interest on long-term debt and subordinated notes | 5,164 | 2,872 |
Total interest expense | 47,142 | 23,936 |
Net interest income | 51,467 | 59,317 |
Provision for credit losses | 1,432 | 3,387 |
Net interest income after provision for credit losses | 50,035 | 55,930 |
Disaggregation of Revenue [Line Items] | ||
Insurance commission and fee income | 7,201 | 6,487 |
Bank owned life insurance income | 842 | 767 |
Net gain on mortgage banking activities | 939 | 625 |
Other income | 1,025 | 471 |
Noninterest income | 25,595 | 19,680 |
Noninterest expense | ||
Salaries, benefits and commissions | 31,338 | 31,014 |
Net occupancy | 2,872 | 2,727 |
Equipment | 1,111 | 993 |
Data processing | 4,495 | 4,029 |
Professional fees | 1,688 | 1,941 |
Marketing and advertising | 416 | 371 |
Deposit insurance premiums | 1,135 | 1,101 |
Intangible expenses | 187 | 253 |
Other expense | 6,832 | 7,100 |
Total noninterest expense | 50,074 | 49,529 |
Income before income taxes | 25,556 | 26,081 |
Income tax expense | 5,251 | 5,047 |
Net income | $ 20,305 | $ 21,034 |
Earnings Per Share [Abstract] | ||
Basic (in dollars per share) | $ 0.69 | $ 0.72 |
Diluted (in dollars per share) | $ 0.69 | $ 0.71 |
Trust fee income | ||
Disaggregation of Revenue [Line Items] | ||
Noninterest income | $ 2,108 | $ 1,955 |
Service charges on deposit accounts | ||
Disaggregation of Revenue [Line Items] | ||
Noninterest income | 1,871 | 1,547 |
Investment advisory commission and fee income | ||
Disaggregation of Revenue [Line Items] | ||
Noninterest income | 5,194 | 4,752 |
Other service fee income | ||
Disaggregation of Revenue [Line Items] | ||
Noninterest income | $ 6,415 | $ 3,076 |
Condensed Consolidated Balance Sheets - USD ($) $ in Thousands | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
ASSETS | ||
Cash and due from banks | $ 49,318 | $ 72,815 |
Interest-earning deposits with other banks | 152,288 | 176,984 |
Cash and cash equivalents | 201,606 | 249,799 |
Investment securities held-to-maturity (fair value $124,022 and $128,277 at March 31, 2024 and December 31, 2023, respectively) | 143,474 | 145,777 |
Investment securities available-for-sale (amortized cost $397,982 and $395,727, net of allowance for credit losses of $817 and $731 at March 31, 2024 and December 31, 2023, respectively) | 350,819 | 351,553 |
Investments in equity securities | 3,355 | 3,293 |
Federal Home Loan Bank, Federal Reserve Bank and other stock, at cost | 37,394 | 40,499 |
Loans held for sale | 13,188 | 11,637 |
Loans and leases receivable, net of deferred income | 6,579,086 | 6,567,214 |
Less: Allowance for credit losses, loans and leases | (85,632) | (85,387) |
Net loans and leases held for investment | 6,493,454 | 6,481,827 |
Premises and equipment, net | 48,739 | 51,441 |
Operating lease right-of-use assets | 30,702 | 31,795 |
Goodwill | 175,510 | 175,510 |
Other intangibles, net of accumulated amortization | 7,473 | 10,950 |
Bank owned life insurance | 137,896 | 131,344 |
Accrued interest receivable and other assets | 102,958 | 95,203 |
Total assets | 7,746,568 | 7,780,628 |
LIABILITIES | ||
Noninterest-bearing deposits | 1,401,806 | 1,468,320 |
Interest-bearing deposits | 5,003,552 | 4,907,461 |
Total | 6,405,358 | 6,375,781 |
Short-term borrowings | 4,816 | 6,306 |
Long-term debt | 250,000 | 310,000 |
Subordinated notes | 148,886 | 148,761 |
Operating lease liabilities | 33,744 | 34,851 |
Accrued interest payable and other liabilities | 60,095 | 65,721 |
Total liabilities | 6,902,899 | 6,941,420 |
SHAREHOLDERS’ EQUITY | ||
Common stock, $5 par value: 48,000,000 shares authorized at March 31, 2024 and December 31, 2023; 31,556,799 shares issued at March 31, 2024 and December 31, 2023; 29,337,919 and 29,511,721 shares outstanding at March 31, 2024 and December 31, 2023, respectively | 157,784 | 157,784 |
Additional paid-in capital | 298,914 | 301,066 |
Retained earnings | 488,790 | 474,691 |
Accumulated other comprehensive loss, net of tax benefit | (54,740) | (50,646) |
Treasury stock, at cost; 2,218,880 and 2,045,078 shares at March 31, 2024 and December 31, 2023, respectively | (47,079) | (43,687) |
Total shareholders’ equity | 843,669 | 839,208 |
Total liabilities and shareholders’ equity | $ 7,746,568 | $ 7,780,628 |