Univest Financial Corporation, the parent company of Univest Bank and Trust Co., will host a conference call to discuss its third quarter 2024 earnings on October 24, 2024. The earnings are scheduled to be released on October 23, 2024.
Univest Financial Corporation Common Stock (UVSP)
Common Stock · Currency in USD · XNAS
Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including 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, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.
Company Info
SIC6022
Composite FIGIBBG000BRTL90
CIK0000102212
IPOJan 1, 1997
Sectorstate commercial banks
Highlights
Market Cap$983.49M
EPS$3.56
P/E Ratio4.79
Revenue$328.58M
Gross Profit$332.99M
Net Income$205.11M
Employees960
WSO28,083,533
Phone(215) 721-2400
Websitehttps://www.univest.net
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Analysis
Share Price Chart
Performance Chart
The chart shows the growth of an initial investment of $10,000 in Univest Financial Corporation Common Stock, comparing it to the performance of the S&P 500 index.
All prices have been adjusted for splits and dividends.
Returns By Period
Univest Financial Corporation Common Stock (UVSP) has returned 6.67% so far this year and 39.47% over the past 12 months. Looking at the last ten years, UVSP has achieved an annualized return of 5.99%, underperforming the Benchmark (SPY), which averaged 12.23% per year.
UVSP
1M3.52%
6M16.46%
YTD6.67%
1Y39.47%
5Y4.32%
10Y5.99%
Benchmark (SPY)
1M-3.85%
6M-2.35%
YTD-4.36%
1Y34.06%
5Y9.80%
10Y12.23%
Monthly Returns
The table below presents the monthly returns of Univest Financial Corporation Common Stock (UVSP) with color gradation from worst to best to easily spot seasonal factors.
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026 | 0.94% | 0.84% | 3.29% | 1.89% | ||||||||
| 2025 | 1.84% | 3.14% | -7.02% | 5.09% | -0.03% | 1.97% | -4.09% | 10.89% | -4.03% | -1.24% | 8.76% | 4.13% |
| 2024 | -2.57% | -6.40% | 4.73% | 0.38% | 4.36% | 4.01% | 21.22% | 2.86% | 0.21% | -0.64% | 13.02% | -7.55% |
| 2023 | 3.43% | 4.52% | -15.49% | -15.18% | -11.83% | 1.35% | 6.73% | -7.79% | -4.35% | -3.64% | 13.32% | 17.31% |
| 2022 | -0.17% | -4.17% | -6.89% | -6.56% | 5.12% | -4.50% | -1.38% | 0.04% | -4.90% | 19.09% | -0.25% | -6.75% |
| 2021 | 9.94% | 8.97% | 11.77% | -1.65% | 2.75% | -10.12% | 2.70% | -1.31% | 1.14% | 4.02% | -4.73% | 6.10% |
| 2020 | -7.69% | -6.25% | -29.99% | 11.04% | -4.59% | -3.99% | -5.85% | 4.55% | -10.91% | 9.27% | 14.15% | 9.41% |
| 2019 | 9.41% | 12.24% | -8.15% | 2.02% | -5.35% | 10.52% | 2.92% | -7.83% | 1.39% | 0.16% | 0.77% | 2.02% |
| 2018 | -0.88% | -1.62% | 1.09% | 3.42% | 1.39% | -5.34% | -0.73% | 4.01% | -6.87% | -6.13% | 1.72% | -16.59% |
| 2017 | -9.19% | -1.42% | -8.32% | 16.31% | -9.52% | 4.36% | 0.83% | -5.05% | 10.34% | -8.72% | -4.58% | -0.53% |
| 2016 | 1.02% | 2.18% | 4.37% | 0.14% | 10.30% | -0.13% | 1.32% | 20.46% | 8.23% |
Performance Indicators
The charts below present risk-adjusted performance metrics for Univest Financial Corporation Common Stock (UVSP) and compare them to a Benchmark (SPY). These indicators evaluate an investment's returns against its associated risks.
Sharpe ratio
Sortino ratio
Omega ratio
Calmar ratio
Martin ratio
sharpe ratio
The Sharpe ratio helps investors understand how much return they're getting for the level of risk taken. A higher Sharpe ratio indicates better risk-adjusted performance, meaning more reward for each unit of risk.
These values reflect how efficiently the investment has delivered returns relative to its volatility over different time periods. All figures are annualized and based on daily total returns.
The chart below shows the rolling Sharpe ratio of UVSP compared to the benchmark. This view highlights how the investment's risk-adjusted performance has changed over time.
Volatility Chart
The current Univest Financial Corporation Common Stock volatility is 1.16%, representing the standart deviation of percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.
Drawdowns Chart
The Drawdowns chart displays portfolio losses from any high point along the way. It shows the maximum percentage drop from a peak to a trough over a specified period, indicating the risk of significant losses.
Although chart shows positive values, it represents the percentage drop from the peak, so a value of 10% means the portfolio has dropped 10% from its highest point.
Income Statement
The income statement provides a summary of a company's revenues, expenses, and profits over a specific period. It shows how much money the company earned (revenues) and how much it spent (expenses), leading to the net income or profit. This statement is crucial for understanding a company's financial performance and profitability.
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Liabilities And Equity (USD) | 8.44B | 8.13B | 7.78B | 7.22B | 7.12B | 6.34B | 5.38B | 4.98B | 4.55B | 4.23B | 2.88B | 2.24B | 2.19B | 2.30B | 2.21B |
| Equity Attributable To Parent (USD) | 943.32M | 887.30M | 839.21M | 776.50M | 773.79M | 692.47M | 675.12M | 624.13M | 603.37M | 505.21M | 361.57M | 284.55M | 280.51M | 284.28M | 272.98M |
| Equity Attributable To Noncontrolling Interest (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Equity (USD) | 943.32M | 887.30M | 839.21M | 776.50M | 773.79M | 692.47M | 675.12M | 624.13M | 603.37M | 505.21M | 361.57M | 284.55M | 280.51M | 284.28M | 272.98M |
| Long-term Debt (USD) | - | - | - | - | - | - | 150.10M | 145.33M | 155.83M | 127.52M | - | - | - | - | 5.00M |
| Noncurrent Liabilities (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Other Current Liabilities (USD) | 7.48B | 7.22B | 6.93B | 6.43B | - | - | - | - | - | - | - | - | - | - | - |
| Wages (USD) | 16.22M | 17.12M | 12.42M | 17.00M | - | - | - | - | - | - | - | - | - | - | - |
| Current Liabilities (USD) | 7.49B | 7.24B | 6.94B | 6.45B | 6.35B | 5.64B | 4.71B | 4.36B | 3.95B | 3.73B | 2.52B | 1.95B | 1.91B | 2.02B | 1.93B |
| Liabilities (USD) | 7.49B | 7.24B | 6.94B | 6.45B | 6.35B | 5.64B | 4.71B | 4.36B | 3.95B | 3.73B | 2.52B | 1.95B | 1.91B | 2.02B | 1.93B |
| Fixed Assets (USD) | 45.55M | 46.67M | 51.44M | 50.94M | 56.88M | 55.64M | 56.68M | 59.56M | 61.80M | 63.64M | 42.16M | 37.01M | 34.13M | 33.22M | 34.30M |
| Noncurrent Assets (USD) | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - |
| Current Assets (USD) | 8.44B | 8.13B | 7.78B | 7.22B | 7.12B | 6.34B | 5.38B | 4.98B | 4.55B | 4.23B | 2.88B | 2.24B | 2.19B | 2.30B | 2.21B |
| Assets (USD) | 8.44B | 8.13B | 7.78B | 7.22B | 7.12B | 6.34B | 5.38B | 4.98B | 4.55B | 4.23B | 2.88B | 2.24B | 2.19B | 2.30B | 2.21B |
News and Insights
Does Univest (UVSP) have what it takes to be a top stock pick for momentum investors? Let's find out.
Univest (UVSP) delivered earnings and revenue surprises of 25% and 7.93%, respectively, for the quarter ended March 2024. Do the numbers hold clues to what lies ahead for the stock?
SOUDERTON, Pa., April 24, 2024 (GLOBE NEWSWIRE) -- Univest Financial Corporation (“Univest” or the "Corporation") (NASDAQ: UVSP), parent company of Univest Bank and Trust Co. (the "Bank") and its insurance, investments and equipment financing subsidiaries, announced net income for the quarter ended March 31, 2024 was $20.3 million, or $0.69 diluted earnings per share, compared to net income of $21.0 million, or $0.71 diluted earnings per share, for the quarter ended March 31, 2023.
SOUDERTON, Pa., April 05, 2024 (GLOBE NEWSWIRE) -- Univest Financial Corporation (Nasdaq: UVSP), parent company of Univest Bank and Trust Co. and its insurance, investment and equipment finance subsidiaries, announced it will host a conference call to discuss its first quarter 2024 earnings on Thursday, April 25, 2024 at 9:00 a.m. Earnings are scheduled to be released after the close of the market on Wednesday, April 24, 2024.
SOUDERTON, Pa., Jan. 24, 2024 (GLOBE NEWSWIRE) -- Univest Financial Corporation (“Univest” or the "Corporation") (NASDAQ: UVSP), parent company of Univest Bank and Trust Co. (the "Bank") and its insurance, investments and equipment financing subsidiaries, announced net income for the quarter ended December 31, 2023 was $16.3 million, or $0.55 diluted earnings per share, compared to net income of $23.8 million, or $0.81 diluted earnings per share, for the quarter ended December 31, 2022.
Metropolitan Bank Holding Corp. (MCB) delivered earnings and revenue surprises of -15.23% and 4.26%, respectively, for the quarter ended December 2023. Do the numbers hold clues to what lies ahead for the stock?
SOUDERTON, Pa., Jan. 08, 2024 (GLOBE NEWSWIRE) -- Univest Financial Corporation (Nasdaq: UVSP), parent company of Univest Bank and Trust Co. and its insurance, investment and equipment finance subsidiaries, announced it will host a conference call to discuss its fourth quarter 2023 earnings on Thursday, January 25, 2024 at 9:00 a.m. Earnings are scheduled to be released after the close of the market on Wednesday, January 24, 2024.
Piper Sandler has decided to maintain its Neutral rating of Univest Financial (NASDAQ:UVSP) and lower its price target from $18.00 to $17.00. Shares of Univest Financial are trading up 0.0% over the last 24 hours, at $17.20 per share. A move to $17.00 would account for a 1.16% decrease from the current share price. About Univest Financial Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities, and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease ...Full story available on Benzinga.com
Univest (UVSP) delivered earnings and revenue surprises of 16% and 0.36%, respectively, for the quarter ended September 2023. Do the numbers hold clues to what lies ahead for the stock?