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UVSP

UVSP - Univest Financial Corp Stock Price, Fair Value and News

21.19USD-0.37 (-1.72%)Market Closed

Market Summary

UVSP
USD21.19-0.37
Market Closed
-1.72%

UVSP Alerts

  • 1 major insider buys and 1 major insider sales recently.

UVSP Stock Price

View Fullscreen

UVSP RSI Chart

UVSP Valuation

Market Cap

631.1M

Price/Earnings (Trailing)

8.97

Price/Sales (Trailing)

1.63

EV/EBITDA

1.43

Price/Free Cashflow

7.83

UVSP Price/Sales (Trailing)

UVSP Profitability

EBT Margin

22.78%

Return on Equity

8.34%

Return on Assets

0.91%

Free Cashflow Yield

12.77%

UVSP Fundamentals

UVSP Revenue

Revenue (TTM)

387.1M

Rev. Growth (Yr)

18.44%

Rev. Growth (Qtr)

-2.59%

UVSP Earnings

Earnings (TTM)

70.4M

Earnings Growth (Yr)

-3.47%

Earnings Growth (Qtr)

24.92%

Breaking Down UVSP Revenue

Last 7 days

2.0%

Last 30 days

-4.6%

Last 90 days

11.2%

Trailing 12 Months

6.2%

How does UVSP drawdown profile look like?

UVSP Financial Health

Debt/Equity

0.25

Debt/Cashflow

0.38

UVSP Investor Care

Dividend Yield

3.9%

Dividend/Share (TTM)

0.84

Buy Backs (1Y)

0.54%

Diluted EPS (TTM)

2.39

Historical Charts for Stock Metrics

Get all data in R, Python etc through our Historical Stock Data APIs
Net sales
YearQ1Q2Q3Q4
2024387.1M000
2023284.2M317.7M347.9M371.7M
2022209.5M213.7M227.1M252.2M
2021203.4M205.8M208.8M209.7M
2020213.7M209.7M206.0M203.9M
2019199.3M206.9M212.0M214.1M
2018168.2M174.6M181.7M190.5M
2017139.3M153.2M158.7M163.0M
2016102.8M103.3M114.3M126.6M
201581.8M88.7M95.2M102.0M
201477.0M76.3M76.1M75.9M
201379.7M78.9M78.4M77.6M
201284.2M82.7M81.5M80.7M
201190.2M89.0M87.2M85.5M
2010094.6M92.8M91.0M
200900096.4M
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Tracking the Latest Insider Buys and Sells of Univest Financial Corp

Filter Transactions
Datesorted ascendingNameBuy/Sell$ ValueAvg. Price# SharesTitle
May 16, 2024
keim michael s
acquired
21,131
18.52
1,141
senior evp & coo
May 16, 2024
keim michael s
sold
-25,957
22.75
-1,141
senior evp & coo
May 15, 2024
keim michael s
acquired
15,908
18.52
859
senior evp & coo
May 15, 2024
keim michael s
sold
-19,555
22.765
-859
senior evp & coo
May 09, 2024
schweitzer jeffrey m
acquired
166,680
18.52
9,000
chairman, president & ceo
May 09, 2024
schweitzer jeffrey m
sold
-202,967
22.5519
-9,000
chairman, president & ceo

1–10 of 50

Which funds bought or sold UVSP recently?

View All Details
Datesorted ascendingFund NameType% Chg$ Change$ Held% Portfolio
May 28, 2024
Boston Partners
sold off
-100
-9,588,930
-
-%
May 16, 2024
JANE STREET GROUP, LLC
sold off
-100
-324,590
-
-%
May 16, 2024
COMERICA BANK
added
11,533
177,609
179,239
-%
May 16, 2024
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM
reduced
-5.08
-70,356
613,191
-%
May 15, 2024
Point72 Asia (Singapore) Pte. Ltd.
new
-
41,281
41,281
0.01%
May 15, 2024
UBS ASSET MANAGEMENT AMERICAS LLC
unchanged
-
-35,269
606,862
-%
May 15, 2024
QUADRANT CAPITAL GROUP LLC
reduced
-1.72
-14,213
185,423
0.01%
May 15, 2024
MORGAN STANLEY
reduced
-19.92
-1,472,590
4,583,070
-%
May 15, 2024
Tudor Investment Corp Et Al
reduced
-37.76
-206,465
294,894
-%
May 15, 2024
Voya Investment Management LLC
reduced
-18.35
-67,360
227,688
-%

1–10 of 49

Are Funds Buying or Selling UVSP?

Are funds buying UVSP calls or puts?
Calls
Puts
No. of funds holding Calls - Puts
Net Call Options
No. of funds that own UVSP
No. of Funds

Unveiling Univest Financial Corp's Major ShareHolders

Date FiledName of FilerPercent of ClassNo. of SharesForm Type
Feb 14, 2024
pzena investment management llc
4.9%
1,458,921
SC 13G
Feb 13, 2024
vanguard group inc
5.26%
1,551,906
SC 13G/A
Feb 09, 2024
dimensional fund advisors lp
6.6%
1,957,085
SC 13G/A
Feb 09, 2024
fmr llc
-
0
SC 13G/A
Jan 23, 2024
blackrock inc.
11.8%
3,493,714
SC 13G/A
Feb 10, 2023
dimensional fund advisors lp
7.5%
2,184,264
SC 13G/A
Feb 09, 2023
vanguard group inc
5.19%
1,516,635
SC 13G/A
Feb 09, 2023
fmr llc
-
0
SC 13G/A
Jan 27, 2023
pzena investment management llc
5.61%
1,641,462
SC 13G/A
Jan 24, 2023
blackrock inc.
10.7%
3,139,292
SC 13G

Recent SEC filings of Univest Financial Corp

View All Filings
Date Filed Form Type Document
Jun 10, 2024
8-K
Current Report
May 16, 2024
4
Insider Trading
May 13, 2024
4
Insider Trading
May 09, 2024
144
Notice of Insider Sale Intent
May 08, 2024
13F-HR
Fund Holdings Report
May 07, 2024
4
Insider Trading
Apr 30, 2024
10-Q
Quarterly Report
Apr 26, 2024
8-K
Current Report
Apr 25, 2024
8-K
Current Report
Apr 17, 2024
8-K
Current Report

Peers (Alternatives to Univest Financial Corp)

NameMkt Capsorted ascendingRevenuePrice %, 1MReturns, 1YP/EP/SRev 1-YrInc 1-Yr
LARGE-CAP
557.0B
180.9B
-3.62% 34.86%
11.06
3.08
60.42% 19.83%
308.2B
137.9B
3.14% 34.05%
12.31
2.24
56.12% -12.56%
199.8B
88.5B
-6.46% 34.35%
10.64
2.26
42.28% 26.14%
114.6B
140.1B
-5.35% 23.25%
14.34
0.82
54.53% -
16.0B
10.4B
-2.17% 24.77%
11.18
1.54
26.22% -33.87%
12.9B
8.1B
-7.73% 31.01%
14.81
1.59
32.15% -50.93%
MID-CAP
6.4B
4.2B
-8.61% 13.20%
9.27
1.52
34.68% -45.96%
6.3B
4.1B
-3.44% 42.53%
9.96
1.54
32.93% -30.73%
3.4B
1.3B
-1.82% 34.94%
11.88
2.56
30.60% -12.99%
3.1B
2.0B
-7.59% 17.79%
19.19
1.51
47.11% -59.32%
SMALL-CAP
497.6M
120.2M
6.68% 49.76%
19.02
4.14
45.65% -13.98%
413.1M
173.1M
4.39% 12.61%
14.16
2.39
26.54% -34.86%
370.2M
176.1M
-8.86% 3.08%
37.24
2.1
35.14% -73.84%
271.4M
98.7M
-6.56% -9.61%
9.22
2.75
6.27% -22.90%
41.0M
62.5M
-10.49% -13.09%
-13.86
0.66
18.83% -145.18%

Univest Financial Corp News

Latest updates
MarketBeat08 Jun 202412:25 pm
MarketBeat05 Jun 202404:54 pm
MarketBeat30 May 202407:00 am

Univest Financial Corp Earnings Report: Key Takeaways & Analysis

Income Statement (Last 12 Months)
(In Millions)
Income Statement (Quarterly)
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Revenue-2.6%99.0010197.0090.0083.0077.0067.0057.0051.0052.0054.0052.0051.0051.0051.0050.0052.0053.0054.0054.0052.00
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%51.0053.0054.0054.0059.0062.0058.0051.0047.0048.0049.0047.0045.0045.0044.0044.0042.0042.0043.0043.0042.00
Income Taxes26.6%5.004.004.004.005.006.005.003.005.005.005.005.008.006.005.00-0.26-0.613.004.004.003.00
Earnings Before Taxes25.3%26.0020.0021.0021.0026.0030.0026.0016.0025.0022.0026.0026.0040.0032.0023.002.000.0019.0021.0020.0020.00
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 Income24.9%20.0016.0017.0017.0021.0024.0021.0013.0020.0017.0021.0021.0033.0026.0018.002.001.0016.0018.0016.0016.00
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%12.0028.0022.0019.0021.0026.0024.0036.0024.0037.0017.0019.00---------
Balance Sheet
(In Millions)
Balance Sheet
(In Millions)
(*) denotes actual numbers (not divided by Millions)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Assets-0.4%7,7477,7817,8287,6007,3597,2226,9076,7017,1087,1226,9806,3566,4176,3366,3836,1255,4655,3815,3545,1545,036
    Cash Equivalents-19.3%20225029014013815311395.0077489090220318722038834918312522585.0066.00
  Net PPE-5.3%49.0051.0051.0052.0052.0051.0051.0050.0050.0057.0055.0056.0056.0056.0055.0056.0056.0057.0057.0058.0059.00
  Goodwill0%176176176176176176176176176176173173173173173173173173173173173
Liabilities-0.6%6,9036,9417,0216,7956,5606,4466,1535,9376,3346,3496,2245,6165,6945,6445,7145,4704,8134,7064,6894,5034,398
  Short Term Borrowings-23.6%5.006.0015.0024527219781.0098.0019.0020.0014.0025.0027.0018.0018.0021118.0019.0019.0039.0073.00
  Long Term Debt-----------------210150160170145
Shareholder's Equity0.5%844839807805798777754764774774756740722692669655652675664652638
  Retained Earnings3.0%489475465454443429411396389375364349334307281269272289279267257
  Additional Paid-In Capital-0.7%299301300299298301300299298299298297296296297296295295295294293
Shares Outstanding-0.6%29.0030.0030.0029.0029.0029.0029.0029.0030.0030.0029.0029.00---------
Float----524---734---760---462---753-
Cashflow (Last 12 Months)
(In Thousands)
Cashflow (Quarterly)
(In Thousands)
(*) denotes actual numbers (not divided by Thousands)
Description(%) Q/Q2024Q12023Q42023Q32023Q22023Q12022Q42022Q32022Q22022Q12021Q42021Q32021Q22021Q12020Q42020Q32020Q22020Q12019Q42019Q32019Q22019Q1
Cashflow From Operations-58.5%11,56827,87421,80419,32320,74025,97823,74435,79323,94036,79417,15018,52029,8735,08820,50814,53111,05219,23622,35514,50217,055
  Share Based Compensation6.2%1,0259651,1141,0051,1101,1221,0491,0159341,024911889874-373714704435430662679577
Cashflow From Investing-174.6%-14,49119,416-88,120-236,937-148,795-273,102-202,929-295,375-126,206-167,64578,67972,009-109,822-100,126-218,706-498,000-50,560-125,841-61,454-100,838-55,236
Cashflow From Financing48.5%-45,270-87,832216,246219,701113,580286,613197,718-419,422-14,103118,644603,079-74,39747,408-72,780237,345649,09697,2826,399179,866104,762-5,098
  Dividend Payments0.1%6,2066,1976,1886,4876,1786,1416,1546,2036,1095,8955,8835,8775,920-19.005,8365,8405,8795,8615,8575,8545,863
  Buy Backs1302.2%6,478462----3,8117,570----295-70.00-14.004,438269601225950
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UVSP Income Statement

2024-03-31
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:  
Taxable3,6473,495
Exempt from federal income taxes1215
Interest on deposits with other banks1,609479
Interest and dividends on other earning assets724609
Total interest income98,60983,253
Interest expense  
Interest on deposits41,97318,336
Interest on short-term borrowings52,728
Interest on long-term debt and subordinated notes5,1642,872
Total interest expense47,14223,936
Net interest income51,46759,317
Provision for credit losses1,4323,387
Net interest income after provision for credit losses50,03555,930
Disaggregation of Revenue [Line Items]  
Insurance commission and fee income7,2016,487
Bank owned life insurance income842767
Net gain on mortgage banking activities939625
Other income1,025471
Noninterest income25,59519,680
Noninterest expense  
Salaries, benefits and commissions31,33831,014
Net occupancy2,8722,727
Equipment1,111993
Data processing4,4954,029
Professional fees1,6881,941
Marketing and advertising416371
Deposit insurance premiums1,1351,101
Intangible expenses187253
Other expense6,8327,100
Total noninterest expense50,07449,529
Income before income taxes25,55626,081
Income tax expense5,2515,047
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 income1,8711,547
Investment advisory commission and fee income  
Disaggregation of Revenue [Line Items]  
Noninterest income5,1944,752
Other service fee income  
Disaggregation of Revenue [Line Items]  
Noninterest income$ 6,415$ 3,076

UVSP Balance Sheet

2024-03-31
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 banks152,288176,984
Cash and cash equivalents201,606249,799
Investment securities held-to-maturity (fair value $124,022 and $128,277 at March 31, 2024 and December 31, 2023, respectively)143,474145,777
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)350,819351,553
Investments in equity securities3,3553,293
Federal Home Loan Bank, Federal Reserve Bank and other stock, at cost37,39440,499
Loans held for sale13,18811,637
Loans and leases receivable, net of deferred income6,579,0866,567,214
Less: Allowance for credit losses, loans and leases(85,632)(85,387)
Net loans and leases held for investment6,493,4546,481,827
Premises and equipment, net48,73951,441
Operating lease right-of-use assets30,70231,795
Goodwill175,510175,510
Other intangibles, net of accumulated amortization7,47310,950
Bank owned life insurance137,896131,344
Accrued interest receivable and other assets102,95895,203
Total assets7,746,5687,780,628
LIABILITIES  
Noninterest-bearing deposits1,401,8061,468,320
Interest-bearing deposits5,003,5524,907,461
Total6,405,3586,375,781
Short-term borrowings4,8166,306
Long-term debt250,000310,000
Subordinated notes148,886148,761
Operating lease liabilities33,74434,851
Accrued interest payable and other liabilities60,09565,721
Total liabilities6,902,8996,941,420
SHAREHOLDERS’ EQUITY  
Common stock, $5 par value: 48,000,000 shares authorized at March 31, 2024 and December 31, 2023; 31,556,799 shares issued at March 31, 2024 and December 31, 2023; 29,337,919 and 29,511,721 shares outstanding at March 31, 2024 and December 31, 2023, respectively157,784157,784
Additional paid-in capital298,914301,066
Retained earnings488,790474,691
Accumulated other comprehensive loss, net of tax benefit(54,740)(50,646)
Treasury stock, at cost; 2,218,880 and 2,045,078 shares at March 31, 2024 and December 31, 2023, respectively(47,079)(43,687)
Total shareholders’ equity843,669839,208
Total liabilities and shareholders’ equity$ 7,746,568$ 7,780,628
UVSP
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment provides investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment offers commercial property and casualty insurance, employee benefits 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.
 CEO
 WEBSITEunivest.net
 INDUSTRYBanks Diversified
 EMPLOYEES973

Univest Financial Corp Frequently Asked Questions


What is the ticker symbol for Univest Financial Corp? What does UVSP stand for in stocks?

UVSP is the stock ticker symbol of Univest Financial Corp. Every public company that trades on a stock exchange gets a ticker symbol.

What is the market capital of Univest Financial Corp (UVSP)?

As of Wed Jun 12 2024, market cap of Univest Financial Corp is 631.1 Million. The market capitalization is calculated by multiplying the stock price with the number of shares outstanding.

What is the fair value of UVSP stock?

You can check UVSP's fair value in chart for subscribers.

What is the fair value of UVSP stock?

You can check UVSP's fair value in chart for subscribers. The fair value of Univest Financial Corp is provided for various growth and macro-economic scenarios from very pessimiatic to very optimistic assumptions. These fair values are estimates from Grufity's Fair Value model based on company's past performance. However, past performance of Univest Financial Corp is no guarantee of future performance. These fairvalue estimates should only be used as one of the inputs in your stock analysis. We provide model's historical fair value estimates for UVSP so that you know how good or bad the model has been in the past so you can discard it if needed. There are others that provide fair values of stocks such as wallmine, finbox, gurufocus and finviz. Most provide point in time estimates. We provide a history of our models fair value estimates so that you can get a sense of it's usefulness. Otherwise this data point is of little use.

Is Univest Financial Corp a good stock to buy?

The fair value guage provides a quick view whether UVSP is over valued or under valued. Whether Univest Financial Corp is cheap or expensive depends on the assumptions which impact Univest Financial Corp's fair value. We provide several scenarios of inflation and growth to encompass these range of assumptions for UVSP.

What is Univest Financial Corp's Price to Earnings (PE) and Price to sales (PS) ratio?

As of Wed Jun 12 2024, UVSP's PE ratio (Price to Earnings) is 8.97 and Price to Sales (PS) ratio is 1.63. The price to earnings and price to sales ratio are two most important valuation metrics for any company. PE ratio tell us the number of years of earnings investors are ready to pay for owning the company. Historically, S&P500 price to earnings ratio has fallen below 12 during periods of gloom and gone past 30 during periods of euphoria. UVSP PE ratio will change depending on the future growth rate expectations of investors.

What is 5 year return on Univest Financial Corp's stock?

In the past 10 years, Univest Financial Corp has provided 0.038 (multiply by 100 for percentage) rate of return.