Stock Taper
SCREENER COMPARE ANY 2 STOCKS
UVSP
UNIVEST FINANCIAL CORPORATION
NASDAQ
$41.57
▼ DOWN 0.29% (-0.12)

KEY STATISTICS

Market Cap$1.15 B
52w High$45.46
52w Low$28.04
Dividend Yield2.04%
FrequencyQuarterly
P/E12.48
Volume154.06K
Shares Out.27.58M

COMPANY

LEADERSHIP

Jeffrey Schweitzer
CHIEF EXECUTIVE
Jeffrey Schweitzer

COMPENSATION 2026

Salary$830,000
Stock Awards$539,533
Incentive Plan Pay$663,234
All Other Comp.$34,559
Total$2,097,674

ABOUT

SECTOR
Financial Services
WENT PUBLIC
April 16, 1998
METHOD OF GOING PUBLIC
N/A
FULL TIME EMPLOYEES
921

PRICE TARGET

Target High$34.00
Target Low$31.00
Target Median$32.50
Target Consensus$32.50

UPCOMING EARNINGS

DateOct 28, 2026
DayWednesday
Rev. Est.$90.55M
OCT
28
WED

SPLIT RECORD

DATETYPERATIO
2005-05-02Forward3:2
2003-03-03Forward5:4
2000-04-12Forward21:20
1998-05-04Forward2:1
1996-03-04Forward5:4

PRICE

$41.57 ▼ DOWN 0.29% (−$0.12)
OVERLAYS
$41.55$41.70$41.859:30 AM10:35 AM11:40 AM12:45 PM1:49 PM2:54 PM3:59 PM41.57

About Univest Financial Corporation

https://www.univest.net ↗

Univest Financial Corporation, founded in 1876 and based in Pennsylvania, offers banking, wealth management, and insurance services primarily in PA and NJ through 37 offices.

INDUSTRY

Banks - Regional

A SERVICE UNIVEST FINANCIAL CORPORATION IS KNOWN FOR

Treasury Management Solutions

Univest offers integrated financial services to help businesses optimize cash flow, manage payables and receivables, and reduce fraud risk, demonstrating their focus on comprehensive solutions for the business community.

COMPETITORS

COMPETITOR
CUBI COMPARE
FULT COMPARE
MTB COMPARE
PNC COMPARE
TFC COMPARE

Revenue by Products

IconPRODUCTQ3-2025Q4-2025Q1-2026Q2-2026
Investment Advice$5.67M $6.05M ▲$6.15M ▲$6.04M ▼
Financial Service Other$2.42M $2.67M ▲$3.04M ▲$3.32M ▲
Deposit Account$2.3M $2.24M ▼$2.28M ▲$2.36M ▲
Fiduciary and Trust$2.23M $2.32M ▲$2.24M ▼$2.28M ▲

ETFS HOLDING THIS STOCK

ETFS HOLDING
132
LISTED HERE
26
RANKED BY POSITION SIZE
VTI
0.00% · 850.3K
AVUV
0.11% · 796.4K
IWM
0.04% · 728.9K
KRE
0.23% · 226.4K
DFAT
0.05% · 187.1K
SCHA
0.02% · 131.3K
BSVO
0.21% · 122.5K
FESM
0.07% · 110.2K
PSC
0.09% · 63.0K
DES
0.06% · 34.3K
XRS2.DE
0.04% · 25.7K
PRFZ
0.03% · 19.1K
GSSC
0.06% · 14.9K
DPST
0.18% · 14.6K
RSSL
0.04% · 13.4K
QABA
0.47% · 11.3K
TILT
0.01% · 4.6K
ROSC
0.31% · 4.1K
ETLZ.DE
0.04% · 2.1K
JSTC
0.02% · 1.8K
URTY
0.01% · 1.1K
PQ
PQSV
0.12% · 601
EBIT
0.19% · 535
BUYO
0.06% · 238
USFMDN.MX
0.00% · 155
RESM
0.06% · 85

INSTITUTIONAL OWNERSHIP

SHARES OWNED
75.22%
HOLDERS
298
TOP 12 OF 298 · RANKED BY POSITION SIZE
Blackrock, Inc.
3.4M sh · $149.5M
Blackrock Inc.
3.4M sh · $76.7M
Fmr LLC
2.6M sh · $77.74M
Aberdeen Asset Management Plc/Uk
2.0M sh · $60.97M
Dimensional Fund Advisors LP
1.9M sh · $56.96M
Vanguard Group Inc
1.7M sh · $52.29M
Manufacturers Life Insurance Company, The
1.3M sh · $39.86M
State Street Corp
992.0K sh · $43.4M
Pzena Investment Management LLC
890.9K sh · $26.74M
American Century Companies Inc
846.3K sh · $37.02M
Blackrock Fund Advisors
825.0K sh · $25.49M
Geode Capital Management, LLC
823.7K sh · $36.04M

RATINGS SNAPSHOT

Overall rating: B

DCFROEROAD/EP/EP/B
Discounted Cash Flow4
Return On Equity3
Return On Assets3
Debt To Equity3
Price To Earnings2
Price To Book2
Overall Score3

INSIDER TRADES

★
DIRECTOR
PETRO THOMAS M
Sale · 5.0K shares
2026-08-24
★
DIRECTOR
Turner Michael L.
Sale · 8.0K shares
2026-08-13
★
OFFICER, OTHER: SR EVP & CHIEF RISK OFFICER
Santana Megan D
Sale · 2.8K shares
2026-06-08
★
OFFICER: SR EVP & CFO
Richardson Brian J
Sale · 2.1K shares
2026-06-08

MOST RECENT ANALYST GRADES

GRADE SUMMARY
MARKET PERFORM 1
1 GRADES IN THE LAST 12 MONTHS
Keefe, Bruyette & Woods MARKET PERFORM

SECTORS PEERS

PEERPRICE
FSUN$40.07COMPARE
DCOM$40.47COMPARE
AMAL$48.69COMPARE
BHRB$71.71COMPARE
FMBH$50.34COMPARE
CFFN$8.66COMPARE
SBSI$31.88COMPARE
HAFC$31.14COMPARE