Indicators
Indicators
Value
Direction
MACD(12,26,9)
-0.398
Neutral
RSI(14)
54.575
Neutral
STOCH(KDJ)(9,3,3)
13.258
Sell
ATR(14)
0.828
High Vlolatility
CCI(14)
-65.949
Neutral
Williams %R
67.261
Sell
TRIX(12,20)
0.452
Sell
StochRSI(14)
1.957
Oversold
Univest Financial Corp
UVSP33.570USD
+0.030+0.09%
Close 12/24, 13:00（ET）Quotes delayed by 15 min
959.31MMarket Cap
11.16P/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: 2025-12-24Key Insights
Univest Financial Corp's fundamentals are relatively healthy, and its growth potential is high.Its valuation is considered fairly valued, ranking 87/402 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 33.00.In the medium term, the stock price is expected to trend up.The company has been performing well in the stock market over the past month, which is supported by its strong fundamentals and 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
Analyst Rating
Based on
3
analysts
Hold
Current Rating
33.000
Target Price
-1.02%
Upside Space
Data disclaimer: Analyst ratings and target prices are provided by LSEG for informational purposes only and do not constitute investment advice.
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 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 1.03, at a high 3-year percentile range.
Institutional Selling
The latest institutional holdings are 23.08M shares, decreasing 2.69% quarter-over-quarter.
Held by PRFDX
Star Investor PRFDX holds 12.43K shares of this stock.
Financial Health
Currency: USD Updated: 2025-12-24The current financial score of Univest Financial Corp is 8.34, ranking 123/402 in the Banking Services industry. Its financial status is stable, and its operating efficiency is high. Its latest quarterly revenue reached 77.06M, representing a year-over-year increase of 15.86%, while its net profit experienced a year-over-year increase of 38.01%.
Score
Financials
6.42
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
10.00
Operational Efficiency
10.00
Growth Potential
6.71
Shareholder Returns
8.56
Univest Financial Corp's Company Valuation
Currency: USD Updated: 2025-12-24The current valuation score of Univest Financial Corp is 7.31, ranking 275/402 in the Banking Services industry. Its current P/E ratio is 11.16, which is 15.54% below the recent high of 12.89 and 45.77% above the recent low of 6.05.
Score
Valuation Dimensions
P/E
P/B
P/S
P/CF
Industry Ranking 87/402
Relevant data have not been disclosed by the company yet.
Earnings Forecast
Currency: USD Updated: 2025-12-24The current earnings forecast score of Univest Financial Corp is 6.00, ranking 282/402 in the Banking Services industry. The average price target for Univest Financial Corp 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
33.000
Target Price
-1.02%
Upside Space
Strong Buy
Buy
Hold
Sell
Strong Sell
Peer Comparison
304
Total
4
Median
5
Average
Company name
Ratings
Analysts
Univest Financial Corp
UVSP
3
JPMorgan Chase & Co
JPM
26
Bank of America Corp
BAC
26
Wells Fargo & Co
WFC
26
Regions Financial Corp
RF
25
US Bancorp
USB
25
1
2
3
...
61
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: 2025-12-24The current price momentum score of Univest Financial Corp is 7.32, ranking 197/402 in the Banking Services industry. Currently, the stock price is trading between the resistance level at 35.71 and the support level at 31.37, 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
33.986
Sell
MA10
34.411
Sell
MA20
33.735
Sell
MA50
31.512
Buy
MA100
30.957
Buy
MA200
30.220
Buy
Institutional Confidence
Currency: USD Updated: 2025-12-24The current institutional shareholding score of Univest Financial Corp is 7.00, ranking 58/402 in the Banking Services industry. The latest institutional shareholding proportion is 81.06%, representing a quarter-over-quarter decrease of 0.19%. The largest institutional shareholder is The Vanguard, holding a total of 1.74M shares, representing 6.10% of shares outstanding, with 4.22% 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.
Fidelity Institutional Asset Management
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: 2025-12-24The current risk assessment score of Univest Financial Corp is 7.59, ranking 146/402 in the Banking Services industry. The company's beta value is 0.66. This indicates that the stock tends to underperform the index during upward trending markets but experiences smaller declines during downward trending markets.
Score
Beta vs S&P 500 index
0.66
VaR
+2.84%
240-Day Maximum Drawdown
+20.01%
240-Day Volatility
+38.12%
Return
Best Daily Return
60 days
+4.24%
120 days
+5.43%
5 years
+13.06%
Worst Daily Return
60 days
-4.39%
120 days
-6.18%
5 years
-8.95%
Sharpe Ratio
60 days
+1.72
120 days
+0.33
5 years
+0.38
Risk Assessment
Maximum Drawdown
240 days
+20.01%
3 years
+43.56%
5 years
+48.39%
Return-to-Drawdown Ratio
240 days
+1.07
3 years
+0.15
5 years
+0.08
Skewness
240 days
-0.37
3 years
+0.50
5 years
+0.37
Volatility
Realised Volatility
240 days
+38.12%
5 years
+34.64%
Standardised True Range
240 days
+2.69%
5 years
+2.26%
Downside Risk-Adjusted Return
120 days
+52.39%
240 days
+52.39%
Maximum Daily Upside Volatility
60 days
+23.23%
Maximum Daily Downside Volatility
60 days
+25.35%
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
7.30 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Credicorp Ltd
BAP
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
East West Bancorp Inc
EWBC
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
AerCap Holdings NV
AER
8.84 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Citizens Financial Group Inc
CFG
8.79 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
Wintrust Financial Corp
WTFC
8.65 /10
Score
Financial Health
Valuation Dimensions
Earnings Forecast
Price Momentum
Institutional Confidence
Risk Assessment
View more
FAQs
How does TradingKey generate the Stock Score of Univest Financial Corp?
The TradingKey Stock Score provides a comprehensive assessment of Univest Financial Corp based on 34 indicators derived from over 100 underlying data points. These indicators are categorised into six key dimensions: financial health, company profile, earnings forecasts, price momentum, institutional confidence, and risk assessment, collectively providing investors with a thorough analysis of Univest Financial Corp’s performance and outlook.
How do we generate the financial health score of Univest Financial Corp?
To generate the financial health score of Univest Financial Corp, we analyse various key financial indicators across several core dimensions, including financial fundamentals, earnings quality, operational efficiency, growth potential, and shareholder returns. By integrating these comprehensive data, the financial health score not only reflects Univest Financial Corp's overall stability, operational efficiency, and growth potential but also captures the investment returns delivered to shareholders. This score aims to support rational decision-making for investors and other stakeholders. A higher score indicates a better financial health of Univest Financial Corp.
How do we generate the company valuation score of Univest Financial Corp?
To generate the company valuation score of Univest Financial Corp, we use several key financial ratios, including P/E, P/B, P/S, and P/CF. These metrics compare Univest Financial Corp’s market value to its earnings, assets, sales, and cash flow, serving as core indicators for assessing company value. By analysing these ratios in an all-round manner, the valuation score reflects not only the market’s current perception of Univest Financial Corp’s value but also its future profitability and growth potential, thereby supporting more informed investment decisions. A higher score indicates a fairer valuation of Univest Financial Corp.
How do we generate the earnings forecast score of Univest Financial Corp?
To calculate the earnings forecast score of Univest Financial Corp, we consider various key indicators such as analyst ratings, financial forecasts, support and resistance levels, and peer comparisons:Current ratings and price targets directly reflect analysts’ expectations, while the upside space indicates their views on the stock’s growth potential.Financial metrics like earnings per share (EPS), revenue, net income, and earnings before interest and taxes (EBIT) are core measures for assessing profitability.By analysing the high, median, and low ranges of the target price, we can identify price trends and determine key support and resistance levels.Comparing these indicators against peers provides context for the stock’s performance and helps
anchor more realistic expectations.These factors together form a comprehensive earnings forecast score that accurately reflects the stock’s expected financial performance and growth potential. A higher score suggests that analysts have a more optimistic outlook on Univest Financial Corp’s future.
How do we generate the price momentum score of Univest Financial Corp?
When generating the price momentum score for Univest Financial Corp, we examine momentum indicators including support and resistance levels as well as volume metrics.Support levels represent price points where buying interest is strong enough to prevent further declines, while resistance levels indicate prices where selling pressure may hinder upward movement. By analysing typical price volume alongside total volume, we assess overall market activity and liquidity. These indicators help identify price trends and potential shifts, enabling more accurate predictions of future earnings.This comprehensive approach can reflect market sentiment and enable rational forecasts of Univest Financial Corp’s prices. A higher score indicates a more stable short-term price trend for Univest Financial Corp.
How do we generate the institutional confidence score of Univest Financial Corp?
To generate the institutional confidence score of Univest Financial Corp, we analyse both the proportion of shares held by institutions and the number of shares they own. A higher institutional ownership percentage indicates strong confidence of professional investors, which is generally a positive signal about Univest Financial Corp’s potential. By examining the number of shares held, we gain deeper insight into institutions’ commitment and attitude toward the stock, as institutional investors typically conduct thorough analysis before making investment decisions. Understanding institutional confidence helps us refine earnings forecasts and provides a more reliable perspective on the company’s future performance and market stability. A higher score indicates greater institutional endorsement of Univest Financial Corp.
How do we generate the risk management score of Univest Financial Corp?
To assess the risk management score of Univest Financial Corp, we examine multiple key indicators related to returns, risk, volatility, and liquidity.The highest and lowest daily returns reflect the potential size of gains and losses, while the Sharpe ratio measures risk-adjusted return performance. On the risk side, we analyse maximum drawdown and the return-to-drawdown ratio to identify extreme loss scenarios. Skewness helps assess the distribution of returns and whether performance may be biased. Volatility indicators—such as realised volatility and standardised true range—reveal price fluctuations. Downside risk-adjusted returns provide insight into potential losses and gains. Lastly, liquidity metrics like average turnover rate and turnover deviation indicate how actively the stock is traded.These indicators together provide a multi-dimensional understanding of Univest Financial Corp’s risk-return profile, serving as core factors of the risk management score. A higher score indicates lower risk on the side of Univest Financial Corp.
