Univest Financial Corp
UVSP28.330USD
+0.210+0.75%
Market hours （ET）Quotes delayed by 15 min
816.21MMarket Cap
10.46P/E TTM
More Details of Univest Financial Corp Company
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.
Company Info
Ticker SymbolUVSP
Company nameUnivest Financial Corp
IPO dateOct 27, 1993
CEOMr. Jeffrey M. (Jeff) Schweitzer
Number of employees949
Security typeOrdinary Share
Fiscal year-endOct 27
Address14 North Main Street
CitySOUDERTON
Stock exchangeNASDAQ Global Select Consolidated
CountryUnited States of America
Postal code18964
Phone12157212400
Websitehttps://www.univest.net/
Ticker SymbolUVSP
IPO dateOct 27, 1993
CEOMr. Jeffrey M. (Jeff) Schweitzer
Company Executives
Name
Name/Position
Position
Shareholding
Change
Mr. Jeffrey M. (Jeff) Schweitzer
Mr. Jeffrey M. (Jeff) Schweitzer
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
100.57K
+11.51%
Mr. Thomas M. Petro
Mr. Thomas M. Petro
Independent Director
Independent Director
59.03K
+0.48%
Mr. Michael L. Turner
Mr. Michael L. Turner
Independent Director
Independent Director
30.38K
+1.26%
Ms. Megan D. Santana
Ms. Megan D. Santana
Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank
Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank
30.20K
+13.11%
Ms. Natalye Paquin
Ms. Natalye Paquin
Independent Director
Independent Director
25.97K
+2.89%
Mr. Brian Jason Richardson
Mr. Brian Jason Richardson
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank
20.45K
+24.88%
Mr. Robert C. Wonderling
Mr. Robert C. Wonderling
Independent Director
Independent Director
17.36K
+1.40%
Ms. Suzanne Keenan
Ms. Suzanne Keenan
Independent Director
Independent Director
17.31K
--
Dr. Charles H. Zimmerman
Dr. Charles H. Zimmerman
Independent Director
Independent Director
15.33K
+2.19%
Mr. Todd S. Benning, CPA
Mr. Todd S. Benning, CPA
Independent Director
Independent Director
14.36K
--
View more
Name
Name/Position
Position
Shareholding
Change
Mr. Jeffrey M. (Jeff) Schweitzer
Mr. Jeffrey M. (Jeff) Schweitzer
Chairman of the Board, President, Chief Executive Officer
Chairman of the Board, President, Chief Executive Officer
100.57K
+11.51%
Mr. Thomas M. Petro
Mr. Thomas M. Petro
Independent Director
Independent Director
59.03K
+0.48%
Mr. Michael L. Turner
Mr. Michael L. Turner
Independent Director
Independent Director
30.38K
+1.26%
Ms. Megan D. Santana
Ms. Megan D. Santana
Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank
Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank
30.20K
+13.11%
Ms. Natalye Paquin
Ms. Natalye Paquin
Independent Director
Independent Director
25.97K
+2.89%
Mr. Brian Jason Richardson
Mr. Brian Jason Richardson
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank
Chief Financial Officer, Senior Executive Vice President of Corporation and Bank
20.45K
+24.88%
Revenue Breakdown
No Data
No Data
By Business
By Region
No Data
Shareholding Stats
Updated: Sat, May 10
Updated: Sat, May 10
Shareholders
Shareholder Types
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
9.02%
Fidelity Institutional Asset Management
7.89%
Dimensional Fund Advisors, L.P.
6.77%
The Vanguard Group, Inc.
5.86%
Manulife Investment Management (North America) Limited
4.45%
Other
66.00%
Shareholders
Shareholders
Proportion
BlackRock Institutional Trust Company, N.A.
9.02%
Fidelity Institutional Asset Management
7.89%
Dimensional Fund Advisors, L.P.
6.77%
The Vanguard Group, Inc.
5.86%
Manulife Investment Management (North America) Limited
4.45%
Other
66.00%
Shareholder Types
Shareholders
Proportion
Investment Advisor
44.17%
Investment Advisor/Hedge Fund
27.08%
Hedge Fund
4.02%
Bank and Trust
2.22%
Research Firm
1.81%
Individual Investor
1.48%
Pension Fund
0.77%
Insurance Company
0.04%
Family Office
0.03%
Other
18.39%
Institutional Shareholding
Updated: Tue, Jul 1
Updated: Tue, Jul 1
Reporting Period
No. of institutions
Shares Held
Proportion
Change
2025Q2
339
23.50M
81.57%
-1.18M
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
View more
Shareholder Activity
Name
Shares Held
Proportion
Change
Chg %
Date
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
View more
Related ETFs
Updated: Sat, Aug 2
Updated: Sat, Aug 2
Name
Proportion
Cambria Micro and SmallCap Shareholder Yield ETF
0.98%
iShares US Small Cap Value Factor ETF
0.65%
First Trust NASDAQ ABA Community Bank Index Fund
0.45%
SPDR SSGA US Small Cap Low Volatility Index ETF
0.27%
Lattice Hartford Multifactor Small Cap ETF
0.27%
iShares Micro-Cap ETF
0.2%
Vanguard US Multifactor ETF
0.14%
SPDR S&P Regional Banking ETF
0.12%
Avantis US Small Cap Value ETF
0.11%
Avantis US Small Cap Equity ETF
0.11%
View more
Cambria Micro and SmallCap Shareholder Yield ETF
Proportion0.98%
iShares US Small Cap Value Factor ETF
Proportion0.65%
First Trust NASDAQ ABA Community Bank Index Fund
Proportion0.45%
SPDR SSGA US Small Cap Low Volatility Index ETF
Proportion0.27%
Lattice Hartford Multifactor Small Cap ETF
Proportion0.27%
iShares Micro-Cap ETF
Proportion0.2%
Vanguard US Multifactor ETF
Proportion0.14%
SPDR S&P Regional Banking ETF
Proportion0.12%
Avantis US Small Cap Value ETF
Proportion0.11%
Avantis US Small Cap Equity ETF
Proportion0.11%
Dividend
A total of
115.61M
USD has been distributed in dividends over the past 5 years.
Date
Dividend
Record Date
Payment Date
Ex-dividend Date
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
View more
Stock Split
Date
Type
Ratio
No Data
Date
Type
Ratio
No Data
