Univest Financial Performance Comparison

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Stock Range

Today's Range

Low: $29.43 High: $30.14
on July 29, 2025

52 Week Range

Low: $22.83 High: $32.86
on April 7, 2025
on July 7, 2025

All-Time High: $38.99 on September 15, 2008

Explore how other US stocks compare to their 52-week ranges: View US Market 52-Week Insights

Key Statistics

Market Cap i $845.8M
EPS i 2.73
P/E Ratio (TTM) i 10.76
Forward P/E i 12.83
P/B Ratio i 0.92
PEG Ratio i 12.83
Div. Yield i 3.64%
ROE i 9.02%
Beta i 0.732
Debt to Equity i 0.43

Financial Highlights

Profitability

Gross Margin i N/A
Operating Margin i 34.63%
Profit Margin i 26.78%

Returns and Earnings

Return on Assets (TTM) i 1.01%
Return on Equity (TTM) i 9.02%
EBITDA i $0
Net Income (TTM) i $79.9M

Growth

Revenue (TTM) i
Revenue Per Share (TTM) i $10.27
Quarterly Revenue Growth (YoY) i 5.70%
Quarterly Earnings Growth (YoY) i 10.30%

Dividend Information

Last 12-Month Dividend i $1.07
Current Dividend Yield i 3.64%
3-Year Average Dividend Yield i 0.88%
3-Year Average Annual Dividend i $0.92
3-Year Total Dividends i $2.75
Ex-Dividend Date i August 6, 2025

Peer Performance Comparison

Performance comparison table showing returns for peer companies over various time periods
CompanyMarket Cap1W1M3M6MYTD1Y3Y5Y
Univest Financial UVSP 845.85M Small-cap-7.62%-1.90%-1.04%-3.47%1.48%10.42%16.25%76.05%
U.S. Bancorp USB 72.17B Large-cap-0.15%1.86%13.80%-3.29%-3.70%8.83%-2.74%23.04%
PNC Financial PNC 70.31B Large-cap-1.73%3.73%20.40%-4.36%1.03%13.75%15.76%76.27%
Nicolet Bankshares NIC 1.99B Small-cap-4.25%6.48%11.34%19.23%27.65%40.46%64.21%118.19%
Customers Bancorp CUBI 2.08B Mid-cap3.26%11.22%28.93%14.19%37.71%13.62%76.28%391.94%
OFG Bancorp OFG 1.94B Small-cap-1.82%2.08%9.86%0.92%5.02%2.78%56.99%217.75%

Ownership & Short Interest

Insider Ownership i 1.42%
Institutional Ownership i 80.09%
Shares Short i 373K
Short Ratio i 3.25
Short % of Shares Outstanding i 1.49%
Average 10-Day Volume i 117K
Average 90-Day Volume i 115K

Univest Financial Recurring Investment / Dollar-Cost Averaging Calculator

Calculate how a regular investment in Univest Financial would have performed over time.

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Note: This calculator is for informational purposes only and does not consider taxes, fees, or other costs associated with investing.

Frequently Asked Questions

In the last 52 weeks, Univest Financial reached a high of $32.86 (on July 7, 2025) and a low of $22.83 (on April 7, 2025).
Curious about Univest Financial's size and valuation? Its market capitalization stands at 845.85M. When it comes to valuation, the P/E ratio (trailing twelve months) is 10.76, and the forward P/E (looking ahead) is 12.83.
Yes, Univest Financial is a dividend-paying stock. Investors have recently enjoyed a trailing annual dividend yield of 3.64%, and the company has paid an average of $0.92 per share annually over the past 3 years.

When looking at Univest Financial, it can be helpful to see how it compares to other players in its field. Here are a few similar companies or key competitors:

CompanyMkt CapSectorIndustry1Y Return3Y Return
U.S. Bancorp
USB
72.17BFinancial ServicesBanks - Regional8.83%-2.74%
PNC Financial
PNC
70.31BFinancial ServicesBanks - Regional13.75%15.76%
Nicolet Bankshares
NIC
1.99BFinancial ServicesBanks - Regional40.46%64.21%
Customers Bancorp
CUBI
2.08BFinancial ServicesBanks - Regional13.62%76.28%
OFG Bancorp
OFG
1.94BFinancial ServicesBanks - Regional2.78%56.99%

For a more comprehensive list, please see the Peer Performance Comparison table on this page.

To get a sense of Univest Financial's financial health, here are a few key indicators: its Return on Equity (ROE) over the last twelve months is 9.02%, the Debt to Equity ratio from the most recent quarter is 0.43, and its Gross Profit Margin stands at N/A.
Looking at Univest Financial's growth, its revenue over the trailing twelve months (TTM) was $298M. Compared to the same quarter last year (YoY), quarterly revenue grew by 5.70%, and quarterly earnings saw a YoY growth of 10.30%.
Wondering who owns Univest Financial stock? Company insiders (like executives and directors) hold about 1.42% of the shares, while institutional investors (such as mutual funds and pension funds) own approximately 80.09%.

For more common questions about our data, please visit our About Data page.

Data is provided for informational purposes only. Devyara does not guarantee the accuracy of the data displayed.