Market Cap | 573.87M | P/E | 7.30 | EPS this Y | -4.10% | Ern Qtrly Grth | 7.80% |
Income | 71.68M | Forward P/E | 9.47 | EPS next Y | -3.40% | 50D Avg Chg | 3.00% |
Sales | 286.64M | PEG | 2.88 | EPS past 5Y | 19.74% | 200D Avg Chg | -18.00% |
Dividend | 4.00% | Price/Book | 0.71 | EPS next 5Y | 4.00% | 52W High Chg | -33.00% |
Recommedations | 3.00 | Quick Ratio | - | Shares Outstanding | 29.17M | 52W Low Chg | 21.00% |
Insider Own | 1.80% | ROA | 0.93% | Shares Float | 28.21M | Beta | 0.86 |
Inst Own | 75.92% | ROE | 8.64% | Shares Shorted/Prior | 247.33K/227K | Price | 19.50 |
Gross Margin | - | Profit Margin | 25.01% | Avg. Volume | 111,516 | Target Price | 27.67 |
Oper. Margin | 33.23% | Earnings Date | Oct 23 | Volume | 97,405 | Change | -0.05% |
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in the United States. 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. Its 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. The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Piper Sandler | Neutral | Jul 26, 24 |
Keefe, Bruyette & Woods | Market Perform | Jul 26, 24 |
Keefe, Bruyette & Woods | Market Perform | Apr 26, 24 |
Piper Sandler | Neutral | Feb 1, 24 |
Piper Sandler | Neutral | Oct 27, 23 |
Keefe, Bruyette & Woods | Market Perform | Oct 6, 23 |
Keefe, Bruyette & Woods | Outperform | May 1, 23 |
Stephens & Co. | Equal-Weight | Apr 27, 23 |
Keefe, Bruyette & Woods | Outperform | Apr 6, 23 |
Insider Trades | Relationship | Date | Transactions | Cost($) | #Shares | Value($) | #Share Own | SEC Form 4 |
---|---|---|---|---|---|---|---|---|
SCHWEITZER JEFFREY M | Chairman, President.. Chairman, President & CEO | Jan 30 | Sell | 22.05 | 955 | 21,058 | 77,652 | 02/01/24 |
SCHWEITZER JEFFREY M | Chairman, President.. Chairman, President & CEO | Jan 30 | Option | 18.75 | 955 | 17,906 | 78,607 | 02/01/24 |
Paquin Natalye | Director Director | Feb 01 | Buy | 20.956 | 725 | 15,193 | 19,892 | 02/01/24 |
Paquin Natalye | Director Director | Nov 01 | Buy | 16.48 | 890 | 14,667 | 19,090 | 11/01/23 |
Paquin Natalye | Director Director | Jul 31 | Buy | 19.45 | 760 | 14,782 | 18,127 | 07/31/23 |
Connor Martin P. | Director Director | May 09 | Buy | 17.25 | 5,000 | 86,250 | 5,020 | 05/10/23 |
Paquin Natalye | Director Director | Apr 28 | Buy | 20.26 | 837 | 16,958 | 17,289 | 04/28/23 |
Benning Todd S | Director Director | Feb 03 | Sell | 28 | 27,500 | 770,000 | 11,909 | 02/06/23 |
Paquin Natalye | Director Director | Jan 27 | Buy | 26.6507 | 535 | 14,258 | 14,956 | 01/27/23 |
Wonderling Robert C | Director Director | Dec 12 | Buy | 26.70 | 4,000 | 106,800 | 12,993 | 12/12/22 |
BALLOU ROGER H | Director Director | Nov 09 | Sell | 27.61 | 14,679 | 405,287 | 11/10/22 | |
Paquin Natalye | Director Director | Nov 09 | Buy | 27.7853 | 518 | 14,393 | 14,384 | 11/10/22 |
Paquin Natalye | Director Director | Aug 02 | Buy | 24.6532 | 575 | 14,176 | 13,826 | 08/02/22 |
Paquin Natalye | Director Director | Apr 29 | Buy | 25.3871 | 620 | 15,740 | 13,210 | 05/02/22 |
BROBST DUANE J | Sr EVP & Chief Credi.. Sr EVP & Chief Credit Officer | Mar 11 | Option | 18.47 | 10,661 | 196,909 | 51,007 | 03/15/22 |
Paquin Natalye | Director Director | Jan 31 | Option | 0 | 1,309 | 12,082 | 02/02/22 | |
Paquin Natalye | Director Director | Jan 31 | Buy | 29.63 | 475 | 14,074 | 12,557 | 02/02/22 |