$39.88
-2.1%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.
Chairman, President & Chief Executive Officer
Compensation
$1,362,242
Chief Experience Officer & Executive Vice President
Executive Vice President & Chief Human Resources Officer
Senior EVice President & Chief Commercial Banking Officer of Univest Bank and Trust Co.
Compensation
$575,257
Senior EVice President & Chief Operating Officer
Compensation
$791,734
Senior EVice President, Chief Risk Officer, General Counsel & Corporate Secretary
Compensation
$556,056
Senior Executive Vice President & Chief Financial Officer
Compensation
$653,806
Senior Vice President
Senior Vice President & Director of Corporate Communications
Senior Vice President & Relationship Manager
During the last 12 months, insiders have purchased $34K and sold $1.57M worth of UVSP shares, resulting in $1.54M of net selling activity.
0
0.00
20.2K
771.83K
-772K
-$772K
580
20.05K
23.0K
798.74K
-779K
-$779K
455
13.56K
0
0.00
+14K
+$14K
0
0.00
0
0.00
+0
+$0
Paquin Natalye
Director
$34K
Keim Michael S
Officer: Senior Evp & Coo
$509K
Paquin Natalye
Director
$491K
Schweitzer Jeffrey M
Director, Officer: Chairman, President & Ceo
$430K
Santana Megan D
Officer, Other: Sr Evp & Chief Risk Officer
$89K
Richardson Brian J
Officer: Sr Evp & Cfo
$52K
Strong bearish signal with $1.54M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
UVSP - Filing history and reports
| Filing Type | Filing Date | Period Ending | Fiscal Year | Actions |
|---|---|---|---|---|
DEF 14A DEF 14A 2025 N/A | March 13, 2026 | December 31, 2025 | 2025 | |
DEF 14A DEF 14A 2024 N/A | March 14, 2025 | December 31, 2024 | 2024 | |
DEF 14A DEF 14A 2023 N/A | March 15, 2024 | December 31, 2023 | 2023 | |
DEF 14A DEF 14A N/A | March 17, 2023 | March 17, 2023 | ||
DEF 14A DEF 14A 2021 N/A | March 18, 2022 | December 31, 2021 | 2021 | |
DEF 14A DEF 14A 2020 N/A | March 19, 2021 | December 31, 2020 | 2020 | |
DEF 14A DEF 14A 2019 N/A | March 13, 2020 | December 31, 2019 | 2019 | |
DEF 14A DEF 14A 2018 N/A | March 15, 2019 | December 31, 2018 | 2018 | |
DEF 14A DEF 14A 2017 N/A | March 16, 2018 | December 31, 2017 | 2017 | |
DEF 14A DEF 14A 2016 N/A | March 17, 2017 | December 31, 2016 | 2016 |
Snapshot
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Value Model
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Statements
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Earnings Call
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Dividends
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Analyst Expectations
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