Stock UVSP UNIVEST FINANCIAL CORPORATION
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Company Univest Financial Corporation

Equities

UVSP

US9152711001

Banks

Market Closed - Nasdaq
Other stock markets
 04:00:00 2024-04-26 pm EDT 		5-day change 1st Jan Change
21.23 USD +3.31% Intraday chart for Univest Financial Corporation +9.21% -3.63%
Apr. 25 Transcript : Univest Financial Corporation, Q1 2024 Earnings Call, Apr 25, 2024
Apr. 24 Univest Financial Corporation Reports Net Loan and Lease Charge-Offs for the Three Months Ended March 31, 2024 CI

Business Summary

Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a full range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. Wealth Management segment offers investment advisory, financial planning, trust and brokerage services. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.

Number of employees: 950

Sales per Business

USD in Million2022Weight2023Weight Delta
Banking
86.7 %
256 86.3 % 257 86.7 % +0.72%
Wealth Management
9.1 %
27 8.9 % 27 9.1 % +1.37%
Insurance
7.2 %
20 6.7 % 22 7.2 % +7.88%
Other
-3.0 %
-6 -2.0 % -9 -3.0 % +53.72%

Sales per region

USD in Million2022Weight2023Weight Delta
United States
100.0 %
296 100.0 % 297 100.0 % +0.22%

Managers

Managers TitleAgeSince
Jeffrey Schweitzer CEO
 Chief Executive Officer 50 07-09-30
Brian Richardson DFI
 Director of Finance/CFO 41 16-06-30
Michael Keim COO
 Chief Operating Officer 56 07-12-31
Brittany Bowers PRN
 Corporate Officer/Principal - 22-09-25
Patrick Mccormick PRN
 Corporate Officer/Principal - 22-02-28
Megan Santana LAW
 General Counsel 48 -

Members of the board

Members of the board TitleAgeSince
Thomas Petro BRD
 Director/Board Member 65 16-06-30
Todd Benning BRD
 Director/Board Member 63 16-06-30
Suzanne Keenan BRD
 Director/Board Member 59 19-12-31
Natalye Paquin BRD
 Director/Board Member 63 17-07-25
Charles Zimmerman BRD
 Director/Board Member 65 14-12-31
Jeffrey Schweitzer CEO
 Chief Executive Officer 50 07-09-30
Martin Connor BRD
 Director/Board Member 60 12-12-31
Robert Wonderling BRD
 Director/Board Member 62 17-12-31
Michael Keim
56 -
Michael Turner BRD
 Director/Board Member 67 14-12-31

Share class

VoteQuantityFree-FloatCompany-owned sharesTotal Float
Stock A 1 31,556,799 29,006,405 ( 91.92 %) 2,218,880 ( 7.031 %) 91.92 %

Shareholders

NameEquities%Valuation
BlackRock Advisors LLC
11.22 %
3,312,965 11.22 % 69 M $
Fidelity Management & Research Co. LLC
8.955 %
2,644,409 8.955 % 55 M $
Dimensional Fund Advisors LP
6.628 %
1,957,085 6.628 % 41 M $
Vanguard Fiduciary Trust Co.
5.256 %
1,551,906 5.256 % 32 M $
Pzena Investment Management, Inc.
4.941 %
1,458,921 4.941 % 30 M $
MANULIFE FINANCIAL CORPORATION
4.057 %
1,197,934 4.057 % 25 M $
STATE STREET CORPORATION
3.007 %
887,954 3.007 % 18 M $
Renaissance Technologies LLC
2.273 %
671,089 2.273 % 14 M $
Geode Capital Management LLC
2.195 %
648,125 2.195 % 13 M $
Boston Partners Global Investors, Inc.
1.489 %
439,664 1.489 % 9 M $

Holdings

NameEquities%Valuation
MICROSOFT CORPORATION
0.00%
 33,672 0.00% 14,166,484 $
AMERIPRISE FINANCIAL, INC.
0.03%
 30,168 0.03% 13,226,858 $
APPLE INC.
0.00%
 72,707 0.00% 12,467,796 $
AMAZON.COM, INC.
0.00%
 58,219 0.00% 10,501,543 $
BOOKING HOLDINGS INC.
0.01%
 2,758 0.01% 10,005,693 $
ALPHABET INC.
0.00%
 62,292 0.00% 9,401,732 $
UNIVEST FINANCIAL CORPORATION
1.47%
 435,164 1.47% 9,060,114 $
STRYKER CORPORATION
0.01%
 25,096 0.01% 8,981,106 $
META PLATFORMS, INC.
0.00%
 18,491 0.00% 8,978,860 $
QUALCOMM, INC.
0.00%
 51,511 0.00% 8,720,812 $

Company contact information

Univest Financial Corp.

Univest Plaza 14 North Main Street

18964, Souderton

+215 721 2400

http://www.univest.net
address Univest Financial Corporation(UVSP)

Group companies

NameCategory and Sector
Univest Bank & Trust Co.
Logo Univest Bank & Trust Co.

Univest Bank & Trust Co.

Regional BanksFinance

Part of Univest Financial Corp., Univest Bank & Trust Co. operates as a state chartered commercial bank. The private company is based in Souderton, PA. Jeffrey M. Schweitzer has been the CEO of the company since 2007.

Regional Banks

Sector

Financials
Banking & Investment Services
Banking Services
Banks
Commercial Banks

Sales per Business

Ratings for Univest Financial Corporation

Trading Rating
Investor Rating
ESG Refinitiv
B-
More Ratings

Analysts' Consensus

Sell
Consensus
Buy
Mean consensus
HOLD
Number of Analysts
3
Last Close Price
21.23 USD
Average target price
21.67 USD
Spread / Average Target
+2.06%
Consensus

EPS Revisions

Estimates Revisions

Quarterly earnings - Rate of surprise

Company calendar

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Commercial Banks
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