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| 1 Year | 5 Year | 5 Year Annualized | Since IPO | |
|---|---|---|---|---|
| UVSP | +7.31% | +119.1% | +16.98% | +3,216% |
| S&P | +18.13% | +110.72% | +16.08% | +5,623% |
Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.
| Q3 2025 | YOY Change | |
|---|---|---|
| Revenue | $131.24M | 3.6% |
| Market Cap | $864.73M | 5.3% |
| Market Cap / Employee | $0.91M | 0.0% |
| Employees | 949 | -3.1% |
| Net Income | $25.64M | 38.0% |
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| Q3 2025 | YOY Change | |
|---|---|---|
| Long Term Debt | $358.91M | -11.7% |
| Short Term Debt | $11.95M | 44.8% |
| Q3 2025 | YOY Change | |
|---|---|---|
| Return On Assets | 1.04% | 0.1% |
| Return On Invested Capital | 6.71% | -0.2% |
| Q3 2025 | YOY Change | |
|---|---|---|
| Free Cash Flow | $31.36M | 25.3% |
| Operating Free Cash Flow | $31.98M | 24.7% |
| Metric | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | YoY Change |
|---|---|---|---|---|---|
| Price to Earnings | 11.41 | 10.64 | 10.98 | 10.05 | -11.22% |
| Price to Book | 0.98 | 0.93 | 0.96 | 0.94 | 1.13% |
| Price to Sales | 1.72 | 1.65 | 1.72 | 1.69 | 0.75% |
| Price to Tangible Book Value | 1.23 | 1.16 | 1.20 | 1.17 | -0.03% |
| Price to Free Cash Flow TTM | 18.89 | 17.30 | 14.30 | 12.95 | -27.74% |
| Free Cash Flow Yield | 5.3% | 5.8% | 7.0% | 7.7% | 38.39% |
| Return on Equity | 8.8% | 8.9% | 9.0% | 9.6% | 10.45% |
| Total Debt | $416.93M | $358.48M | $385.89M | $370.86M | -10.56% |
UVSP earnings call for the period ending March 31, 2020.
UVSP earnings call for the period ending December 31, 2019.
UVSP earnings call for the period ending September 30, 2019.
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