Univest Financial Corporation

Univest Financial Corporation

UVSP·NASDAQ

$39.88

-2.1%
Financial ServicesBanks - Regional

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.

At a Glance

Live Snapshot
Market Cap$1.11B
EPS3.1600
P/E Ratio10.37
Earnings Date07/22/2026
6.95%
Return on Invested Capital
20%
3Y+13.0%
5Y+54.0%
10Y+229.0%
9.62%
Return on Equity
12%
3Y-4.0%
5Y+42.0%
10Y+149.0%
1.08%
Return on Assets
15%
3Y-1.0%
5Y+45.0%
10Y+133.0%
Univest Financial Corporation

Univest Financial Corporation Management Team

UVSP · NASDAQ
MJ

Mr. Jeffrey M. Schweitzer CPA

Chairman, President & Chief Executive Officer

Compensation

$1,362,242

Born 1974(Age 52)
male
MA

Ms. Annette D. Szygiel

Chief Experience Officer & Executive Vice President

female
MM

Ms. M. Theresa Fosko

Executive Vice President & Chief Human Resources Officer

female
MP

Mr. Patrick C. McCormick

Senior EVice President & Chief Commercial Banking Officer of Univest Bank and Trust Co.

Compensation

$575,257

Born 1978(Age 48)
male
MM

Mr. Michael S. Keim CPA

Senior EVice President & Chief Operating Officer

Compensation

$791,734

Born 1968(Age 58)
male
MM

Ms. Megan Duryea Santana Esq.

Senior EVice President, Chief Risk Officer, General Counsel & Corporate Secretary

Compensation

$556,056

Born 1977(Age 49)
female
MB

Mr. Brian J. Richardson CPA

Senior Executive Vice President & Chief Financial Officer

Compensation

$653,806

Born 1984(Age 42)
male
MK

Ms. Karen Elizabeth Tejkl

Senior Vice President

female
MN

Ms. Nicole Heverly

Senior Vice President & Director of Corporate Communications

female
MC

Mr. Craig Portner

Senior Vice President & Relationship Manager

male
uvsp

Univest Financial Corporation Insider Positioning

UVSP · NASDAQ

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.

3 Months

Bought

0

0.00

Sold

20.2K

771.83K

Net Activity

-772K

-$772K

3-6 Months

Bought

580

20.05K

Sold

23.0K

798.74K

Net Activity

-779K

-$779K

6-9 Months

Bought

455

13.56K

Sold

0

0.00

Net Activity

+14K

+$14K

9-12 Months

Bought

0

0.00

Sold

0

0.00

Net Activity

+0

+$0

Top Buyers

1
PN

Paquin Natalye

Director

1.0K shares2 transactions

$34K

Top Sellers

1
KMS

Keim Michael S

Officer: Senior Evp & Coo

13.9K shares2 transactions

$509K

2
PN

Paquin Natalye

Director

13.0K shares1 transactions

$491K

3
SJM

Schweitzer Jeffrey M

Director, Officer: Chairman, President & Ceo

12.3K shares1 transactions

$430K

4
SMD

Santana Megan D

Officer, Other: Sr Evp & Chief Risk Officer

2.5K shares1 transactions

$89K

5
RBJ

Richardson Brian J

Officer: Sr Evp & Cfo

1.5K shares1 transactions

$52K

Insider Activity Analysis

Net Insider Sentiment

Bearish

Strong bearish signal with $1.54M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.

Buy/Sell Ratio

0.02:1

Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.

Recent Trend (3 Months)

$772K

Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.

Insider Participation

High Selling

5 insider sellers vs. 1 buyers. Widespread selling across multiple insiders may signal concerns.

Insider Activity Insight

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.

SEC Filings

UVSP - Filing history and reports

Filing TypeFiling DatePeriod EndingFiscal YearActions
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
Showing 1 to 10 of 32 filings