Indicators
Indicators
Value
Direction
MACD(12,26,9)
0.220
Neutral
RSI(14)
49.070
Neutral
STOCH(KDJ)(9,3,3)
75.771
Neutral
ATR(14)
1.043
Low Volatility
CCI(14)
84.073
Neutral
Williams %R
29.195
Buy
TRIX(12,20)
-0.121
Sell
StochRSI(14)
0.000
Sell
Univest Financial Corp
UVSP33.520USD
-0.460-1.35%
Close 03/27, 16:00（ET）Quotes delayed by 15 min
562.48MMarket Cap
10.61P/E TTM
TradingKey Stock Score
Overall Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Peer Comparison
TradingKey Stock Score of Univest Financial Corp
Currency: USD Updated: 2026-03-27Key Insights
Univest Financial Corp's fundamentals are relatively healthy, with an industry-leading ESG disclosure.and its growth potential is high.Its valuation is considered fairly valued, ranking 120 out of 400 in the Banking Services industry.Institutional ownership is very high.Over the past month, multiple analysts have rated it as Hold, with the highest price target at 36.00.In the medium term, the stock price is expected to remain stable.Despite an average stock market performance over the past month, the company shows strong technicals.The stock price is trading sideways between the support and resistance levels, making it suitable for range-bound swing trading.
Univest Financial Corp's Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Score Analysis
Current score
Previous score
Media Coverage
Last 24 hours
Coverage Level
Very Low
Very High
Negative
Univest Financial Corp Highlights
StrengthsRisks
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Company and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Its segments include Banking, Wealth Management and Insurance. The 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. The Wealth Management segment offers investment advisory, financial planning and trust and brokerage services. The 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.
High Profit Growth
The company's net income leads the industry, with the latest annual income totaling USD 302.64M.
High Dividend
The company is a high dividend payer, with the latest dividend payout ratio of 32.33%.
Stable Dividend
The company has regularly paid dividends over the past 5 years, with the latest dividend payout ratio of 32.33%.
Overvalued
The company’s latest PB is 1.00, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 22.82M shares, decreasing 4.40% quarter-over-quarter.
Held by Keeley-Teton Advisors, LLC
Star Investor Keeley-Teton Advisors, LLC holds 20.72K shares of this stock.
Analyst Rating
Based on
3
analysts
Hold
Current Rating
36.000
Target Price
+5.94%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Financial Health
Currency: USD Updated: 2026-03-27The current financial score of Univest Financial Corp is 4.62, ranking 381 out of 400 in the Banking Services industry. Its financial status is stable, and its operating efficiency is low. Its latest quarterly revenue reached 77.23M, representing a year-over-year increase of 9.60%, while its net profit experienced a year-over-year increase of 20.08%.
Score
Financials
6.35
Key Metrics
Cash and cash equivalents
Total assets
Total liabilities
Free cash flow
Relevant data have not been disclosed by the company yet.
Quality of Earnings
2.42
Operational Efficiency
2.72
Growth Potential
6.67
Shareholder Returns
4.96
Univest Financial Corp's Company Valuation
Currency: USD Updated: 2026-03-27The current valuation score of Univest Financial Corp is 7.31, ranking 270 out of 400 in the Banking Services industry. Its current P/E ratio is 10.61, which is 21.48% below the recent high of 12.89 and 42.98% above the recent low of 6.05.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 120/400
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2026-03-27The current earnings forecast score of Univest Financial Corp is 6.00, ranking 278 out of 400 in the Banking Services industry. The average price target is 34.00, with a high of 34.00 and a low of 31.00.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Analyst Rating
Based on
3
analysts
Hold
Current Rating
36.000
Target Price
+5.94%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
307
Total
4
Median
5
Average
Company name
Ratings
Analysts
Univest Financial Corp
UVSP
3
JPMorgan Chase & Co
JPM
27
Wells Fargo & Co
WFC
27
Bank of America Corp
BAC
26
US Bancorp
USB
26
PNC Financial Services Group Inc
PNC
25
1
2
3
...
62
Financial Forecasting
EPS
Revenue
Net Profit
EBIT
Relevant data have not been disclosed by the company yet.
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
Price Momentum
Currency: USD Updated: 2026-03-27The current price momentum score of Univest Financial Corp is 8.98, ranking 27 out of 400 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 34.98 and the support level at 31.74, making it suitable for range-bound swing trading.
Score
Support & Resistance
Relevant data have not been disclosed by the company yet.
Indicators
The Indicators feature provides value and direction analysis for various instruments under a selection of technical indicators, together with a technical summary.
This feature includes nine of the commonly used technical indicators: MACD, RSI, KDJ, StochRSI, ATR, CCI, WR, TRIX and MA. You may also adjust the timeframe depending on your needs.
Please note that technical analysis is only part of investment reference, and there is no absolute standard for using numerical values to assess direction. The results are for reference only, and we are not responsible for the accuracy of the indicator calculations and summaries.
Moving Average
Indicators
Value
Direction
MA5
33.758
Sell
MA10
33.322
Buy
MA20
33.362
Buy
MA50
33.996
Sell
MA100
33.176
Buy
MA200
31.755
Buy
Institutional Confidence
Currency: USD Updated: 2026-03-27The current institutional shareholding score of Univest Financial Corp is 7.00, ranking 56 out of 400 in the Banking Services industry. The latest institutional shareholding proportion is 81.03%, representing a quarter-over-quarter decrease of 0.03%. The largest institutional shareholder is The Vanguard, holding a total of 1.66M shares, representing 5.90% of shares outstanding, with 0.87% increase in holdings.
Score
Institutional Shareholding
Relevant data have not been disclosed by the company yet.
Shareholder Activity
Name
Shares Held
Chg %
BlackRock Institutional Trust Company, N.A.
Dimensional Fund Advisors, L.P.
Manulife Investment Management (North America) Limited
State Street Investment Management (US)
Geode Capital Management, L.L.C.
American Century Investment Management, Inc.
1
2
Risk Assessment
Currency: USD Updated: 2026-03-27The U.S. Dollar Index is currently in a neutral state, which has a neutral effect on the Banking Services domestic-focused industry. The Dollar Index (DXY) measures the value of the U.S. dollar against a basket of major currencies, including the euro, yen, pound sterling, Canadian dollar, Swedish krona, and Swiss franc. The current risk assessment score of Univest Financial Corp is 7.86, ranking 151 out of 400 in the Banking Services industry. The company's beta value is 0.61. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets. Univest Financial Corp’s latest ESG disclosure leads the Banking Services industry, indicating outstanding, compliant performance across environmental management, social responsibility, and governance, which may help mitigate overall risk.
Score
Beta vs S&P 500 index
0.61
VaR
+2.82%
240-Day Maximum Drawdown
+14.01%
240-Day Volatility
+32.80%
Return
Best Daily Return
60 days
+5.62%
120 days
+5.62%
5 years
+13.06%
Worst Daily Return
60 days
-4.31%
120 days
-4.39%
5 years
-8.95%
Sharpe Ratio
60 days
+0.25
120 days
+1.08
5 years
+0.37
Risk Assessment
Maximum Drawdown
240 days
+14.01%
3 years
+21.88%
5 years
+48.39%
Return-to-Drawdown Ratio
240 days
+2.32
3 years
+1.59
5 years
+0.07
Skewness
240 days
+0.24
3 years
+0.62
5 years
+0.39
Volatility
Realised Volatility
240 days
+32.80%
5 years
+34.63%
Standardised True Range
240 days
+2.61%
5 years
+2.27%
Downside Risk-Adjusted Return
120 days
+174.83%
240 days
+174.83%
Maximum Daily Upside Volatility
60 days
+21.34%
Maximum Daily Downside Volatility
60 days
+20.66%
Liquidity
Average Turnover Rate
60 days
+0.37%
120 days
+0.40%
5 years
--
Turnover Deviation
20 days
-4.32%
60 days
+0.95%
120 days
+8.88%
Peer Comparison
Banking Services
Univest Financial Corp
UVSP
6.73 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
OneMain Holdings Inc
OMF
8.60 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
International Bancshares Corp
IBOC
8.55 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
OFG Bancorp
OFG
8.52 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
SLM Corp
SLM
8.50 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Synchrony Financial
SYF
8.41 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
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