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About the company
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.
- Revenue in USD (TTM)430.49m
- Net income in USD90.76m
- Incorporated1973
- Employees949.00
- LocationUnivest Financial Corp14 NORTH MAIN STREET,PO Box 197SOUDERTON 18964United StatesUSA
- Phone+1 (215) 721-2400
- Websitehttps://www.univest.net/
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Peer analysis
Key Information
- Key Information
- Stock Performance
- Per Share Data
- Efficiency
- Management Effectiveness
- Profitability
- Financial Strength
- Growth Rates
| Company | Revenue (TTM) | Net income (TTM) | Market cap | Employees | Price/earnings (TTM) | Price/book value (MRQ) | Price/cash flow (TTM) | Price/sales (TTM) | EPS (excl. extraordinary items, TTM) | EPS (incl. extraordinary items, TTM) | Revenue per share (TTM) | Book value per share (MRQ) | Asset turnover (TTM) | Inventory turnover (TTM) | Receivables turnover (TTM) | Revenues per employee (TTM) | Return on avg assets (TTM) | Return on avg assets (5 yr avg) | Return on investment (TTM) | Return on investment (5 yr avg) | Gross margin (TTM) | Gross margin (5 yr avg) | Net profit margin (TTM) | Net Profit margin (5 yr avg) | Quick ratio (MRQ) | Interest coverage (TTM) | Total debt to capital (MRQ) | Payout ratio (5 yr avg) | Revenue (YOY change %) | Revenue (5 yr growth rate) | Net income (YOY change %) | Net income (5 yr growth rate) | Capital expenditure (5 yr growth rate) | Dividend (5 yr growth rate) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Heritage Commerce Corp | 254.58m | 43.33m | 822.95m | 350.00 | 19.08 | 1.17 | 17.68 | 4.33 | 0.703 | 0.703 | 3.09 | 11.42 | -- | -- | -- | -- | 0.7755 | 1.00 | -- | -- | -- | -- | 22.78 | 29.52 | -- | -- | -- | 61.86 | 3.59 | 11.21 | -37.11 | 0.0331 | 51.57 | 1.61 |
| Eagle Bancorp Inc | 604.95m | -128.05m | 824.58m | 451.00 | -- | 0.7222 | -- | 2.76 | -4.22 | -4.22 | 9.83 | 37.59 | -- | -- | -- | -- | -1.18 | 0.4295 | -- | -- | -- | -- | -42.80 | 14.81 | -- | -- | -- | 82.79 | -12.02 | 9.18 | -172.25 | -- | -- | -16.84 |
| Copper Property CTL Pass Through Trust | 98.01m | 61.24m | 825.00m | -- | 13.47 | 0.8639 | 10.46 | 8.42 | 0.8165 | 0.8165 | 1.31 | 12.73 | 0.0871 | -- | 2.85 | -- | 5.44 | -- | 5.65 | -- | 93.53 | -- | 62.48 | -- | -- | -- | 0.00 | -- | -1.18 | -- | 6.68 | -- | -- | -- |
| Central Pacific Financial Corp | 314.16m | 77.48m | 907.83m | 697.00 | 12.01 | 1.53 | 14.99 | 3.10 | 2.87 | 2.87 | 10.82 | 22.47 | -- | -- | -- | -- | 1.04 | 0.9289 | -- | -- | -- | -- | 26.47 | 26.07 | -- | -- | -- | 40.69 | 2.63 | 8.14 | 45.06 | 15.76 | -- | 3.45 |
| Amerant Bancorp Inc | 597.43m | 52.42m | 933.29m | 698.00 | 18.30 | 0.9941 | 15.79 | 2.12 | 1.26 | 1.26 | 10.53 | 23.13 | -- | -- | -- | -- | 0.5327 | 0.5309 | -- | -- | -- | -- | 11.93 | 12.97 | -- | -- | -- | 22.90 | 0.3088 | 18.05 | 432.76 | -- | -- | -- |
| Mercantile Bank Corp | 330.19m | 88.75m | 943.76m | 770.00 | 10.05 | 1.30 | 13.42 | 3.89 | 5.47 | 5.47 | 14.94 | 42.19 | -- | -- | -- | -- | 1.38 | 1.36 | -- | -- | -- | -- | 36.58 | 34.63 | -- | -- | -- | 29.45 | 2.70 | 17.36 | 11.51 | 14.99 | -- | 6.02 |
| Metropolitan Bank Holding Corp | 515.28m | 71.10m | 960.54m | 291.00 | 14.32 | 1.29 | -- | 3.05 | 6.65 | 6.65 | 29.34 | 73.66 | -- | -- | -- | -- | 0.914 | 0.9841 | -- | -- | -- | -- | 22.56 | 26.19 | -- | -- | -- | -- | 10.01 | 29.21 | 6.62 | 12.69 | -- | -- |
| Business First Bancshares Inc | 465.01m | 82.46m | 971.42m | 849.00 | 10.67 | 1.06 | 10.94 | 2.99 | 2.78 | 2.78 | 10.96 | 30.39 | -- | -- | -- | -- | 1.09 | 1.05 | -- | -- | -- | -- | 27.06 | 26.09 | -- | -- | -- | 21.96 | 12.11 | 25.43 | 38.11 | 22.42 | -- | 7.71 |
| Esquire Financial Holdings Inc | 139.42m | 50.82m | 973.86m | 138.00 | 19.41 | 3.36 | 25.49 | 6.64 | 5.87 | 5.87 | 16.93 | 33.86 | -- | -- | -- | -- | 2.39 | 2.35 | -- | -- | -- | -- | 34.68 | 34.08 | -- | -- | -- | -- | 22.97 | 29.26 | 16.41 | 32.13 | -- | -- |
| Univest Financial Corp | 430.49m | 90.76m | 998.16m | 949.00 | 11.29 | 1.06 | 13.77 | 3.04 | 3.14 | 3.14 | 11.35 | 33.50 | -- | -- | -- | -- | 1.10 | 1.08 | -- | -- | -- | -- | 27.67 | 27.33 | -- | -- | -- | 29.96 | 4.40 | 16.12 | 19.53 | 14.14 | -- | 1.92 |
| FS Specialty Lending Fund | 203.11m | 88.10m | 1.00bn | 0.00 | 33.64 | 0.6674 | -- | 4.95 | 0.3933 | 0.3933 | 0.5632 | 19.82 | 0.1025 | -- | 9.90 | -- | 4.45 | -- | 4.54 | -- | 63.12 | -- | 43.38 | -- | -- | 4.40 | 0.209 | -- | 41.45 | -- | 178.43 | -- | -- | -- |
| NB Bancorp Inc | 336.73m | 50.30m | 1.02bn | 342.00 | 16.63 | 1.18 | 22.68 | 3.01 | 1.33 | 1.33 | 8.80 | 18.77 | 0.0554 | -- | 14.94 | -- | 0.8271 | -- | 5.44 | -- | -- | -- | 14.94 | -- | -- | 1.66 | 0.8757 | -- | 15.20 | -- | 19.35 | -- | -- | -- |
| Goldman Sachs BDC Inc | 383.31m | 133.09m | 1.06bn | -- | 8.11 | 0.7256 | -- | 2.75 | 1.14 | 1.14 | 3.29 | 12.75 | 0.1106 | -- | -- | -- | 3.84 | 4.13 | 3.93 | 4.23 | 53.81 | 63.20 | 34.72 | 38.62 | -- | 3.13 | 0.559 | 130.23 | -4.52 | 24.15 | -67.90 | 11.70 | -- | 0.00 |
| Old Second Bancorp Inc | 328.16m | 70.63m | 1.09bn | 877.00 | 13.66 | 1.26 | 13.51 | 3.43 | 1.51 | 1.51 | 6.65 | 16.46 | -- | -- | -- | -- | 1.12 | 1.17 | -- | -- | -- | -- | 22.26 | 26.91 | -- | -- | -- | 11.30 | 2.03 | 20.84 | -7.05 | 16.66 | 19.77 | -- |
| Firstsun Capital Bancorp | 467.77m | 97.94m | 1.12bn | 1.18k | 11.56 | 0.9684 | 13.77 | 2.66 | 3.46 | 3.46 | 14.83 | 41.36 | -- | -- | -- | -- | 1.18 | 1.06 | -- | -- | -- | -- | 23.36 | 21.21 | -- | -- | -- | -- | 1.79 | 24.43 | 29.50 | 15.53 | -- | -- |
Data as of Feb 06 2026. Currency figures normalised to Univest Financial Corp's reporting currency: US Dollar USD
46.03%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 30 Sep 2025 | 2.37m | 8.32% |
| FIAM LLCas of 30 Sep 2025 | 2.24m | 7.88% |
| Dimensional Fund Advisors LPas of 30 Sep 2025 | 1.82m | 6.40% |
| The Vanguard Group, Inc.as of 31 Dec 2025 | 1.44m | 5.06% |
| Manulife Investment Management (US) LLCas of 30 Sep 2025 | 1.33m | 4.66% |
| Pzena Investment Management LLCas of 30 Sep 2025 | 890.90k | 3.13% |
| SSgA Funds Management, Inc.as of 30 Sep 2025 | 889.23k | 3.12% |
| Geode Capital Management LLCas of 30 Sep 2025 | 802.81k | 2.82% |
| American Century Investment Management, Inc.as of 30 Sep 2025 | 677.85k | 2.38% |
| Renaissance Technologies LLCas of 30 Sep 2025 | 643.29k | 2.26% |
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Data from 30 Sep 2025 - 31 Dec 2025Source: FactSet Research Systems Inc.
