Univest Financial Corporation UVSP
At closeNov 6, 2026, 5:27 PM EST
After hours · Nov 6, 5:27 PM ET
- YTD
- +23.61%
- 1 year
- +37.51%
- Market cap
- 1.10B
- Revenue (ttm)
- 328.19M
- Profit margin
- 28.75%
- EPS (ttm)
- 3.35
- Shares out
- 27.14M
- P/E ratio
- 12.08
- Forward P/E
- 10.32
- Dividend
- 0.92 (2.28%)
- Ex-dividend date
- Aug 4, 2026
- YTD return
- +23.61%
- 1-year return
- +37.51%
- Volume
- 216.18K
- Avg volume
- 223.25K
- Open
- 40.18
- Previous close
- 40.30
- Day's range
- 40.18 – 40.71
- 52-week range
- 29.43 – 45.21
- Beta
- 0.66
- Analysts
- Hold
- Price target
- 45.50 (+12.4%)
- Earnings date
- Jan 27, 2027
ALL +21.80 (+116.76%)
Key statistics
- Enterprise value
- 720.06M
- PEG ratio
- 1.30
- Price / sales
- 3.35
- Price / book
- 1.16
- Dividend yield
- 2.28%
- Payout ratio
- 26.87%
- Revenue growth
- -2.10%
- Free cash flow
- 0
- Total cash
- 625.46M
- Total debt
- 251.62M
- Return on equity
- 10.03%
- Short % of float
- 3.97%
- 50-day average
- 41.60
- 200-day average
- 39.42
Analyst view
Consensus: hold
- Target (low)
- 43.50
- Target (mean)
- 45.50
- Target (high)
- 47.00
- Strong buy0
- Buy0
- Hold3
- Sell0
- Strong sell0
Next earnings
Jan 27, 2027
Expected Jan 27, 2027. Consensus EPS estimate 0.975.
Financials — quick view
Earnings
| Report date | Quarter ending | EPS estimate | EPS reported | Surprise | Surprise % |
|---|---|---|---|---|---|
| Jan 27, 2027 | Dec 30, 2026 | 0.97 | — | — | — |
| Oct 28, 2026 | Sep 30, 2026 | 0.977 | 0.78 | -0.20 | -20.16% |
| Jul 22, 2026 | Jun 30, 2026 | 0.87 | 0.82 | -0.05 | -5.75% |
| Apr 22, 2026 | Mar 31, 2026 | 0.84 | 0.96 | +0.12 | +14.29% |
| Jan 28, 2026 | Dec 31, 2025 | 0.78 | 0.79 | +0.01 | +1.28% |
| Oct 22, 2025 | Sep 30, 2025 | 0.71 | 0.89 | +0.18 | +25.35% |
Upgrades / downgrades
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jul 24, 2026 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Apr 24, 2026 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Feb 3, 2026 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Oct 24, 2025 | Keefe, Bruyette & Woods | main | Market Perform | Market Perform |
| Jan 23, 2025 | Stephens & Co. | reit | Equal-Weight | Equal-Weight |
| Oct 25, 2024 | Piper Sandler | main | Neutral | Neutral |
About Univest Financial Corporation
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.
- Sector
- Financial Services
- Industry
- Banks - Regional
- Country
- United States
- Website
- univest.net
News
Univest Financial Q3 EPS $0.78 Misses $0.98 Estimate, Sales $90.030M Miss $90.553M Estimate 
Transcript: Univest Financial Q2 2026 Earnings Conference Call - Keefe, Bruyette & Woods Maintains Market Perform on Univest Financial, Raises Price Target to $47
Earnings Scheduled For July 22, 2026 
Keefe, Bruyette & Woods Maintains Market Perform on Univest Financial, Raises Price Target to $40 
Univest Financial Q1 EPS $0.96 Beats $0.83 Estimate, Sales $87.453M Beat $84.467M Estimate - Earnings Scheduled For April 22, 2026
Keefe, Bruyette & Woods Maintains Market Perform on Univest Financial, Raises Price Target to $36 - Earnings Scheduled For January 28, 2026
Earnings Scheduled For October 22, 2025
Your note
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Insider holders
| Insider | Relation | Latest transaction | Date | Shares held |
|---|---|---|---|---|
| KEENAN SUZANNE | Director | Conversion of Exercise of derivative security | Jan 29, 2026 | 19,075 |
| KEIM MICHAEL S | Chief Operating Officer | Sale | May 4, 2026 | 66,979 |
| PAQUIN NATALYE | Director | Sale | Apr 26, 2026 | 17,004 |
| PETRO THOMAS M | Director | Sale | Aug 23, 2026 | 47,282 |
| RICHARDSON BRIAN JASON | Chief Financial Officer | Sale | Jun 7, 2026 | 24,228 |
| SANTANA MEGAN D | General Counsel | Sale | Jun 7, 2026 | 35,975 |
Institution ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| Blackrock Inc. | 12.59% | 3,417,251 | 138.30M | Jun 29, 2026 |
| Dimensional Fund Advisors LP | 7.00% | 1,898,899 | 76.85M | Sep 29, 2026 |
| FMR, LLC | 5.79% | 1,570,525 | 63.56M | Jun 29, 2026 |
| Vanguard Capital Management LLC | 4.38% | 1,187,660 | 48.06M | Jun 29, 2026 |
| State Street Corporation | 3.65% | 991,985 | 40.15M | Jun 29, 2026 |
| American Century Companies Inc | 3.12% | 846,282 | 34.25M | Jun 29, 2026 |
Fund ownership
| Holder | % held | Shares | Value | Reported |
|---|---|---|---|---|
| VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund | 3.09% | 839,721 | 33.98M | Jun 29, 2026 |
| American Century ETF Trust-Avantis U.S. Small Cap Value ETF | 3.01% | 816,589 | 33.05M | Sep 29, 2026 |
| iShares Trust-iShares Russell 2000 ETF | 2.83% | 767,520 | 31.06M | Sep 29, 2026 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio | 1.53% | 415,476 | 16.81M | Jul 30, 2026 |
| DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio | 1.22% | 331,684 | 13.42M | Jul 30, 2026 |
| VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund | 1.18% | 320,009 | 12.95M | Jun 29, 2026 |