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Univest Financial Corporation (UVSP)

39.60 +0.27 (+0.69%)
At close: October 30 at 4:00:00 PM EDT
39.60 0.00 (0.00%)
After hours: October 30 at 4:00:16 PM EDT
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Chart Range Bar
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  • Previous Close 39.33
  • Open 39.83
  • Bid 28.25 x 200
  • Ask 50.49 x 200
  • Day's Range 39.19 - 39.93
  • 52 Week Range 28.20 - 45.46
  • Volume 349,281
  • Avg. Volume 221,128
  • Market Cap (intraday) 1.081B
  • Beta (5Y Monthly) 0.66
  • PE Ratio (TTM) 11.82
  • EPS (TTM) 3.35
  • Earnings Date (est.) Jan 27, 2027
  • Forward Dividend & Yield 0.92 (2.33%)
  • 1y Target Est 45.50
  • Zacks Rating Bullish

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.

www.univest.net

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Full Time Employees

December 31

Fiscal Year Ends

Banks - Regional

Industry

Recent News

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Performance Overview

Trailing total returns as of 10/30/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC) .

YTD Return

UVSP
23.08%
S&P 500 (^GSPC)
10.73%

1-Year Return

UVSP
36.79%
S&P 500 (^GSPC)
11.11%

3-Year Return

UVSP
163.24%
S&P 500 (^GSPC)
81.91%

5-Year Return

UVSP
62.17%
S&P 500 (^GSPC)
64.59%

Earnings Trends

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Earnings Per Share

GAAP
Normalized
GAAP
Normalized

Revenue vs. Earnings

Annual
Quarterly
Annual
Quarterly
Q3 FY26
Revenue 90.54M
Earnings 21.57M
Profit Margin 23.82%

Q4

FY25

Q1

FY26

Q2

FY26

Q3

FY26

0
20M
40M
60M
80M
24.0%
26.0%
28.0%
30.0%

Analyst Insights

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Analyst Price Targets

43.50
45.50 Average
39.60 Current
47.00 High

Analyst Recommendations

  • Strong Buy
  • Buy
  • Hold
  • Underperform
  • Sell

Latest Rating

Date 7/24/2026
Analyst Keefe, Bruyette & Woods
Rating Action Maintains
Rating Market Perform
Price Action Raises
Price Target 45 -> 47

Statistics

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Valuation Measures

Annual
  • Market Cap

  • Enterprise Value

  • Trailing P/E

  • Forward P/E

  • PEG Ratio (current)

  • Price/Sales (ttm)

  • Price/Book (mrq)

  • Enterprise Value/Revenue

  • Enterprise Value/EBITDA

Financial Highlights

Profitability and Income Statement

  • Profit Margin

    28.75%

  • Return on Assets (ttm)

    1.10%

  • Return on Equity (ttm)

    10.02%

  • Revenue (ttm)

    328.19M

  • Net Income Avi to Common (ttm)

    94.36M

  • Diluted EPS (ttm)

    3.35

Balance Sheet and Cash Flow

  • Total Cash (mrq)

    625.08M

  • Total Debt/Equity (mrq)

    --

  • Levered Free Cash Flow (ttm)

    --

Company Insights

Research Reports

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