Univest Financial Corp

詳細情報 Univest Financial Corp 企業名

Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include 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. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting.

企業情報

企業コードUVSP

会社名Univest Financial Corp

上場日Oct 27, 1993

最高経営責任者「CEO」Mr. Jeffrey M. (Jeff) Schweitzer

従業員数949

証券種類Ordinary Share

決算期末Oct 27

本社所在地14 North Main Street

都市SOUDERTON

証券取引所NASDAQ Global Select Consolidated

国United States of America

郵便番号18964

電話番号12157212400

ウェブサイトhttps://www.univest.net/

企業コードUVSP

上場日Oct 27, 1993

最高経営責任者「CEO」Mr. Jeffrey M. (Jeff) Schweitzer

役員一覧

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. Jeffrey M. (Jeff) Schweitzer

Chairman of the Board, President, Chief Executive Officer

100.57K

+11.51%

Mr. Thomas M. Petro

Independent Director

50.03K

-15.25%

Mr. Michael L. Turner

Independent Director

30.38K

+1.26%

Ms. Megan D. Santana

Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank

30.20K

+13.11%

Ms. Natalye Paquin

Independent Director

26.66K

+2.63%

Mr. Brian Jason Richardson

Chief Financial Officer, Senior Executive Vice President of Corporation and Bank

20.45K

+24.88%

Mr. Robert C. Wonderling

Independent Director

17.36K

+1.40%

Ms. Suzanne Keenan

Independent Director

17.31K

--

Dr. Charles H. Zimmerman

Independent Director

15.33K

+2.19%

Mr. Todd S. Benning, CPA

Independent Director

14.36K

--

詳細を見る

会社名

会社名/ポジション

ポジション

株式保有

変動額

Mr. Jeffrey M. (Jeff) Schweitzer

Chairman of the Board, President, Chief Executive Officer

100.57K

+11.51%

Mr. Thomas M. Petro

Independent Director

50.03K

-15.25%

Mr. Michael L. Turner

Independent Director

30.38K

+1.26%

Ms. Megan D. Santana

Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank

30.20K

+13.11%

Ms. Natalye Paquin

Independent Director

26.66K

+2.63%

Mr. Brian Jason Richardson

Chief Financial Officer, Senior Executive Vice President of Corporation and Bank

20.45K

+24.88%

収益内訳

データなし

データなし

事業別

地域別

データなし

株主

更新時刻: Fri, Aug 15

株主統計

種類

株主統計

比率

BlackRock Institutional Trust Company, N.A.

8.41%

Fidelity Institutional Asset Management

7.82%

Dimensional Fund Advisors, L.P.

6.63%

The Vanguard Group, Inc.

5.97%

Manulife Investment Management (North America) Limited

5.12%

他の

66.04%

株主統計

比率

BlackRock Institutional Trust Company, N.A.

8.41%

Fidelity Institutional Asset Management

7.82%

Dimensional Fund Advisors, L.P.

6.63%

The Vanguard Group, Inc.

5.97%

Manulife Investment Management (North America) Limited

5.12%

他の

66.04%

種類

株主統計

比率

Investment Advisor

44.70%

Investment Advisor/Hedge Fund

26.54%

Hedge Fund

4.43%

Bank and Trust

2.20%

Individual Investor

1.45%

Research Firm

1.41%

Pension Fund

0.73%

Venture Capital

0.07%

Family Office

0.05%

他の

18.42%

機関投資家保有株

更新時刻: Tue, Jul 1

報告期間

機関投資家数

保有株式数

比率

変動額

2025Q2

340

23.39M

81.21%

-1.28M

2025Q1

351

23.94M

82.89%

-973.94K

2024Q4

341

23.76M

81.91%

-686.71K

2024Q3

329

23.46M

80.66%

-1.20M

2024Q2

314

22.88M

78.24%

-2.11M

2024Q1

311

22.96M

78.27%

-1.71M

2023Q4

311

23.15M

78.47%

-1.84M

2023Q3

308

22.63M

76.69%

-2.61M

2023Q2

313

22.61M

76.74%

-2.86M

2023Q1

307

22.86M

78.02%

-2.10M

詳細を見る

株主動向

会社名

保有株式数

比率

変動額

変動率

日付

BlackRock Institutional Trust Company, N.A.

2.60M

9%

-30.55K

-1.16%

Mar 31, 2025

Fidelity Institutional Asset Management

2.27M

7.87%

-51.23K

-2.20%

Mar 31, 2025

Dimensional Fund Advisors, L.P.

1.95M

6.76%

-22.46K

-1.14%

Mar 31, 2025

The Vanguard Group, Inc.

1.69M

5.85%

+69.46K

+4.29%

Mar 31, 2025

Manulife Investment Management (North America) Limited

1.28M

4.44%

+77.78K

+6.46%

Mar 31, 2025

Pzena Investment Management, LLC

1.14M

3.96%

-5.98K

-0.52%

Mar 31, 2025

State Street Global Advisors (US)

850.90K

2.95%

-108.36K

-11.30%

Mar 31, 2025

Geode Capital Management, L.L.C.

737.07K

2.55%

+34.50K

+4.91%

Mar 31, 2025

American Century Investment Management, Inc.

682.82K

2.36%

+50.47K

+7.98%

Mar 31, 2025

Renaissance Technologies LLC

644.27K

2.23%

+15.58K

+2.48%

Mar 31, 2025

詳細を見る

関連ETF

更新時刻: Tue, Sep 2

銘柄名

比率

Cambria Micro and SmallCap Shareholder Yield ETF

1.03%

First Trust NASDAQ ABA Community Bank Index Fund

0.4%

iShares US Small Cap Value Factor ETF

0.4%

Lattice Hartford Multifactor Small Cap ETF

0.28%

SPDR SSGA US Small Cap Low Volatility Index ETF

0.26%

iShares Micro-Cap ETF

0.19%

Vanguard US Multifactor ETF

0.13%

SPDR S&P Regional Banking ETF

0.12%

Avantis US Small Cap Equity ETF

0.11%

Fidelity Small-Mid Multifactor ETF

0.1%

詳細を見る

Cambria Micro and SmallCap Shareholder Yield ETF

比率1.03%

First Trust NASDAQ ABA Community Bank Index Fund

比率0.4%

iShares US Small Cap Value Factor ETF

比率0.4%

Lattice Hartford Multifactor Small Cap ETF

比率0.28%

SPDR SSGA US Small Cap Low Volatility Index ETF

比率0.26%

iShares Micro-Cap ETF

比率0.19%

Vanguard US Multifactor ETF

比率0.13%

SPDR S&P Regional Banking ETF

比率0.12%

Avantis US Small Cap Equity ETF

比率0.11%

Fidelity Small-Mid Multifactor ETF

比率0.1%

配当金

過去5年間の配当金総支払額は 115.61M 米ドルである。

日付

配当金

権利確定日

支払日

配当落ち日

Jan 23, 2025

UVSP.NB Final Cash Dividend of gross USD 0.21 paid on Feb 19, 2025 going ex on Feb 05, 2025

Feb 05, 2025

Feb 19, 2025

Feb 05, 2025

Oct 24, 2024

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on Nov 20, 2024 going ex on Nov 06, 2024

Nov 06, 2024

Nov 20, 2024

Nov 06, 2024

Jul 25, 2024

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on Aug 21, 2024 going ex on Aug 07, 2024

Aug 07, 2024

Aug 21, 2024

Aug 07, 2024

Apr 24, 2024

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on May 22, 2024 going ex on May 07, 2024

May 08, 2024

May 22, 2024

May 07, 2024

Jan 25, 2024

UVSP.NB Final Cash Dividend of gross USD 0.21 paid on Feb 21, 2024 going ex on Feb 06, 2024

Feb 07, 2024

Feb 21, 2024

Feb 06, 2024

Oct 26, 2023

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on Nov 22, 2023 going ex on Nov 07, 2023

Nov 08, 2023

Nov 22, 2023

Nov 07, 2023

Jul 27, 2023

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on Aug 23, 2023 going ex on Aug 08, 2023

Aug 09, 2023

Aug 23, 2023

Aug 08, 2023

Apr 27, 2023

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on May 24, 2023 going ex on May 09, 2023

May 10, 2023

May 24, 2023

May 09, 2023

Jan 27, 2023

UVSP.NB Final Cash Dividend of gross USD 0.21 paid on Feb 22, 2023 going ex on Feb 07, 2023

Feb 08, 2023

Feb 22, 2023

Feb 07, 2023

Oct 27, 2022

UVSP.NB Interim Cash Dividend of gross USD 0.21 paid on Nov 23, 2022 going ex on Nov 08, 2022

Nov 09, 2022

Nov 23, 2022

Nov 08, 2022

詳細を見る

株式分割

日付

種類

比率

データなし

日付

種類

比率

データなし

31.610USD

Univest Financial Corp

31.610

概要

企業名

金融

分析