About Univest Financial Corporation
https://www.univest.netUnivest 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.
CEO
Jeffrey M. Schweitzer CPA
Compensation Summary
(Year 2024)
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2005-05-02 | Forward | 3:2 |
| 2003-03-03 | Forward | 5:4 |
ETFs Holding This Stock
VTS.AX
Weight:0.00%
Shares:898.28K
IWM
Weight:0.03%
Shares:727.21K
XSU.TO
Weight:0.03%
Shares:727.21K
Summary
Showing Top 3 of 116
Ratings Snapshot
Rating : B+
Most Recent Analyst Grades
Grade Summary
Showing Top 2 of 2
Price Target
Institutional Ownership
BLACKROCK INC.
Shares:3.36M
Value:$110.1M
BLACKROCK, INC.
Shares:3.09M
Value:$101.3M
FMR LLC
Shares:2.59M
Value:$84.86M
Summary
Showing Top 3 of 225
About Univest Financial Corporation
https://www.univest.netUnivest 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.
Income Statement
| Period | Revenue | Operating Expense | Net Income | Net Profit Margin | Earnings Per Share | EBITDA |
|---|---|---|---|---|---|---|
| Q3-2025 | $131.57M ▲ | $50.67M ▲ | $25.64M ▲ | 19.49% ▲ | $0.89 ▲ | $33.78M ▲ |
| Q2-2025 | $127.21M ▲ | $50.33M ▲ | $19.98M ▼ | 15.71% ▼ | $0.69 ▼ | $26.36M ▼ |
| Q1-2025 | $125.83M ▼ | $49.33M ▼ | $22.39M ▲ | 17.8% ▲ | $0.77 ▲ | $29.03M ▲ |
| Q4-2024 | $128.81M ▲ | $50.66M ▲ | $18.94M ▲ | 14.71% ▲ | $0.65 ▲ | $23.84M ▼ |
| Q3-2024 | $126.59M | $48.55M | $18.58M | 14.68% | $0.64 | $25.16M |
Balance Statement
| Period | Cash & Short-term | Total Assets | Total Liabilities | Total Equity |
|---|---|---|---|---|
| Q3-2025 | $196.88M ▲ | $8.57B ▲ | $7.64B ▲ | $933.22M ▲ |
| Q2-2025 | $169.16M ▼ | $7.94B ▼ | $7.02B ▼ | $916.73M ▲ |
| Q1-2025 | $176.93M ▼ | $7.98B ▼ | $7.07B ▼ | $903.47M ▲ |
| Q4-2024 | $337.12M ▼ | $8.13B ▼ | $7.24B ▼ | $887.3M ▲ |
| Q3-2024 | $858.8M | $8.21B | $7.33B | $877.07M |
Cash Flow Statement
| Period | Net Income | Cash From Operations | Cash From Investing | Cash From Financing | Net Change | Free Cash Flow |
|---|---|---|---|---|---|---|
| Q3-2025 | $25.64M ▲ | $31.98M ▲ | $16.75M ▼ | $607.64M ▲ | $656.37M ▲ | $31.36M ▲ |
| Q2-2025 | $19.98M ▼ | $23.25M ▲ | $27.21M ▲ | $-59.23M ▲ | $-8.77M ▲ | $21.91M ▲ |
| Q1-2025 | $22.39M ▲ | $15.6M ▼ | $-3.1M ▲ | $-172.21M ▼ | $-159.71M ▲ | $13.65M ▼ |
| Q4-2024 | $18.94M ▲ | $28.04M ▼ | $-104.49M ▼ | $-99.41M ▼ | $-175.86M ▼ | $27.41M ▼ |
| Q3-2024 | $18.58M | $38.91M | $-46.19M | $321.07M | $313.79M | $38.29M |
Revenue by Products
| Product | Q4-2024 | Q1-2025 | Q2-2025 | Q3-2025 |
|---|---|---|---|---|
 Deposit Account | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
 Fiduciary and Trust | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
 Financial Service Other | $0 ▲ | $0 ▲ | $0 ▲ | $0 ▲ |
 Investment Advice | $10.00M ▲ | $10.00M ▲ | $10.00M ▲ | $10.00M ▲ |
CEO
Jeffrey M. Schweitzer CPA
Compensation Summary
(Year 2024)
Split Record
| Date | Type | Ratio |
|---|---|---|
| 2005-05-02 | Forward | 3:2 |
| 2003-03-03 | Forward | 5:4 |
ETFs Holding This Stock
VTS.AX
Weight:0.00%
Shares:898.28K
IWM
Weight:0.03%
Shares:727.21K
XSU.TO
Weight:0.03%
Shares:727.21K
Summary
Showing Top 3 of 116
Ratings Snapshot
Rating : B+
Most Recent Analyst Grades
Grade Summary
Showing Top 2 of 2
Price Target
Institutional Ownership
BLACKROCK INC.
Shares:3.36M
Value:$110.1M
BLACKROCK, INC.
Shares:3.09M
Value:$101.3M
FMR LLC
Shares:2.59M
Value:$84.86M
Summary
Showing Top 3 of 225