Financial Services
Univest Financial Corporation(UVSP)
Live Price
Offline$41.64
+0.41% today
1Y Change
+41.86%
Window
Jun 20, 2025 โ Jun 9, 2026
- Market Cap
- $1.07B
- Revenue Growth
- +3.6%
- EPS Growth
- +21.1%
- Dividend Yield
- 2.3%
Coverage: 243 bars ยท Jun 20, 2025 โ Jun 9, 2026
Research Briefing
A compact read on the setup, peer context, quarterly changes, and recent earnings reaction.
Research Snapshot
Univest Financial Corporation (UVSP) is a Financial Services stock with a market cap of $1.07B and listed on NASDAQ. The stock last traded around $41.64 and up 41.9% across the available one-year price window (Jun 20, 2025 โ Jun 9, 2026). Baseline metrics include revenue growth of +3.6%, EPS growth of +21.1%, a dividend yield of 2.3%. What stands out right now is revenue +3.6%, EPS +21.1%, free cash flow +34.6% with operating margin 22.8% and ROIC 7.2%. The dividend is present but secondary, with a yield around 2.3%. Valuation is more restrained than many high-expectation growth names at P/E 11.3 and price/sales 2.0. Stock Foundry combines UVSP price history, valuation, growth, dividend context, earnings, analyst forecasts, news, related Financial Services peers on this page.
Sector Context
How this name stacks up against nearby peers on first-pass metrics.
Revenue Growth
Near sector median
+3.6% vs +3.4% peer median
Operating Margin
Above sector median
+22.8% vs +4.7% peer median
What Changed This Quarter
Latest report context and the signals most likely to have changed the story.
Latest report is on the board
2026 was reported on Apr 22, 2026, but the surprise data is still limited.
The operating story is still moving forward
Revenue is running at +3.6% and EPS at +21.1%, with operating margin around 22.8%.
Shareholder return is still part of the story
The stock is still offering a dividend yield around 2.3%, which matters if the thesis depends on income as much as growth.
Earnings Reaction Memory
How the stock has tended to move after recent reports.
Across the last 3 reported quarters, the stock averaged +2.6% over the next 5 trading days and finished higher after 2 of those reports.
View quarter-by-quarter reaction table
| Quarter | EPS ฮ | 1D | 5D | 20D |
|---|---|---|---|---|
2026 Apr 22, 2026 | โ | +2.1% | +2.5% | +6.2% |
2026 Jan 28, 2026 | +1.3% | -2.1% | +6.0% | +4.9% |
2025 Oct 22, 2025 | +25.4% | -0.5% | -0.6% | +1.0% |
Benchmark Comparison
Normalized Performance vs SPY
Compare this ticker against a broad index, growth benchmark, or sector ETF using a shared 1Y normalization window.
UVSP
โ
Normalized return
SPY
โ
S&P 500
Excess Return
โ
Relative to SPY
UVSP Max Drawdown
-14.01%
Trailing 1Y
SPY Max Drawdown
โ
Trailing 1Y
Calendar-Year Returns
Uses the longest available daily history for UVSP and SPY.
Company Overview
Univest Financial Corporation
NASDAQ Global Select
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides 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. The Wealth Management segment offers 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 provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. 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.
- Leadership
- Jeffrey Schweitzer
- IPO Date
- Apr 16, 1998
- Employees
- 892
- Street Address
- 14 North Main Street
- Mailing
- Souderton, PA, 18964
- Region
- Souderton, PA, US
- Reporting Currency
- USD
- Investor Line
- 215 721 2400
- Last Updated
- May 5, 2026
Key Fundamentals
Valuation, growth, profitability, and balance sheet signals.
Valuation
- P/E
- 11.3
- EV/EBITDA
- 9.5
- Price/Sales
- 2.0
- Price/Book
- 1.1
Growth
- Revenue
- +3.6%
- EPS
- +21.1%
- Free Cash Flow
- +34.6%
Profitability
- Gross Margin
- 62.2%
- Operating Margin
- 22.8%
- Net Margin
- 18.3%
- ROE
- 10.2%
- ROIC
- 7.2%
Balance Sheet
- Debt/Equity
- 0.34
- Current Ratio
- 0.03
Earnings Reports
Latest News
Official Releases
Company announcements and filings-style updates.
Next Step
Keep the research moving
After the overview, the strongest next step is usually chart context or a tighter compare set.