Sentiment-Signal
Score-Verlauf (90 Tage)
Kritische 8-K Meldungen
| Datum | Meldung | Schwere | Filing | Auszug |
|---|---|---|---|---|
| 28.04.2023 | Item 5.02 — Abgang Schlüsselpersonen | HOCH | SEC | on 13(a) of the Exchange Act. ☐ Item 5.02 Departure of Directors or Certain Officers; Election of Directors; Appointment |
Stammdaten
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment provides a range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking, and equipment lease financing services for individuals, businesses, municipalities, and nonprofit organizations. The Wealth Management segment offers investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment provides commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. It serves customers primarily in Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York counties in Pennsylvania; and Atlantic, Burlington, and Cape May counties in New Jersey through 37 banking offices. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Unternehmen & Branche
| Name | UNIVEST FINANCIAL Corp |
|---|---|
| Ticker | UVSP |
| CIK | 0000102212 |
| Boerse | US |
| Sektor | Financial Services |
| Industrie | Banks - Regional |
| SIC | 6022 · State Commercial Banks |
Wertpapier & Kennzahlen
| CUSIP | 40169J408 |
|---|---|
| ISIN | US40169J4085 |
| Typ | Common Stock |
| Marktkapitalisierung | 1,05 Mrd. USD |
| Beta | 0,60 |
| Dividendenrendite | 0,88 % |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Finanzkennzahlen (SEC XBRL)
| Periode | Filing | Umsatz | Nettoergebnis | EPS | Aktiva | Eigenkapital |
|---|---|---|---|---|---|---|
| 2025-12-31 | 10-K | 328,056,000 | 90,757,000 | 3.13 | 8,436,897,000 | 943,318,000 |
| 2025-09-30 | 10-Q | 83,247,000 | 25,639,000 | 0.89 | 8,573,616,000 | 933,219,000 |
| 2025-06-30 | 10-Q | 81,042,000 | 19,978,000 | 0.69 | 7,939,056,000 | 916,733,000 |
| 2025-03-31 | 10-Q | 79,196,000 | 22,395,000 | 0.77 | 7,975,167,000 | 903,472,000 |
| 2024-12-31 | 10-K | 299,225,000 | 75,931,000 | 2.58 | 8,128,417,000 | 887,301,000 |
| 2024-09-30 | 10-Q | 73,354,000 | 18,578,000 | 0.63 | 8,205,737,000 | 877,071,000 |
| 2024-06-30 | 10-Q | 72,007,000 | 18,107,000 | 0.62 | 7,855,446,000 | 854,137,000 |
| 2024-03-31 | 10-Q | 77,062,000 | 20,305,000 | 0.69 | 7,746,568,000 | 843,669,000 |
| 2023-12-31 | 10-K | 296,821,000 | 71,104,000 | 2.41 | 7,780,628,000 | 839,208,000 |
| 2023-09-30 | 10-Q | 17,016,000 | 0.58 | 7,828,066,000 | 807,198,000 | |
| 2023-06-30 | 10-Q | 16,800,000 | 0.57 | 7,600,150,000 | 805,222,000 | |
| 2023-03-31 | 10-Q | 21,034,000 | 0.71 | 7,358,991,000 | 798,496,000 | |
| 2022-12-31 | 10-K | 296,182,000 | 78,120,000 | 2.64 | 7,222,016,000 | 776,500,000 |
| 2022-09-30 | 10-Q | 20,801,000 | 0.71 | 6,907,397,000 | 754,187,000 | |
| 2022-06-30 | 10-Q | 13,166,000 | 0.45 | 6,700,813,000 | 763,925,000 | |
| 2022-03-31 | 10-Q | 0 | 20,317,000 | 0.68 | 7,107,740,000 | 773,855,000 |
| 2021-12-31 | 10-K | 0 | 91,801,000 | 3.11 | 7,122,421,000 | 773,794,000 |
| 2021-09-30 | 10-Q | 0 | 20,911,000 | 0.71 | 6,979,852,000 | 756,023,000 |
| 2021-06-30 | 10-Q | 0 | 20,875,000 | 0.71 | 6,356,305,000 | 739,998,000 |
| 2021-03-31 | 10-Q | 0 | 32,603,000 | 1.11 | 6,416,665,000 | 722,455,000 |
Fondsaktivität (Vorquartalsvergleich)
Insider-Transaktionen (12 Monate)
| Datum | Insider | Rolle | Typ | Stückzahl | Kurs | Wert (USD) | Δ | Trend |
|---|---|---|---|---|---|---|---|---|
| 2026-04-27 | Paquin Natalye | Director | Open Market Sale | -13,000 | 37.80 | -491,400.00 | -330,7% | |
| 2026-02-02 | Paquin Natalye | Director | Open Market Purchase | 580 | 34.58 | 20,055.82 | +13,5% | |
| 2025-12-12 | SCHWEITZER JEFFREY M | Director, Officer, Chairman, President & CEO | Open Market Sale | -12,277 | 34.99 | -429,520.67 | -289,0% | |
| 2025-12-12 | Richardson Brian J | Officer, Sr EVP & CFO | Open Market Sale | -1,500 | 34.45 | -51,675.00 | -34,8% | |
| 2025-12-12 | Keim Michael S | Officer, Senior EVP & COO | Open Market Sale | -6,696 | 34.07 | -228,137.41 | -153,5% | |
| 2025-12-12 | Santana Megan D | Officer, Sr EVP & Chief Risk Officer | Open Market Sale | -2,522 | 35.45 | -89,404.90 | -60,2% | |
| 2025-11-10 | Paquin Natalye | Director | Open Market Purchase | 200 | 29.83 | 5,966.00 | +4,0% | |
| 2025-11-10 | Paquin Natalye | Director | Open Market Purchase | 455 | 29.80 | 13,558.68 | +9,1% | |
| 2025-08-27 | PETRO THOMAS M | Director | Open Market Sale | -4,000 | 31.75 | -127,000.00 | -85,5% | |
| 2025-08-27 | PETRO THOMAS M | Director | Open Market Sale | -5,000 | 31.75 | -158,750.50 | -106,8% | |
| 2025-08-04 | Paquin Natalye | Director | Open Market Purchase | 682 | 28.23 | 19,249.45 | +13,0% |
Top-Fondshalter
Hinweis: Keine aktuelleren Daten zu dieser Aktie verfuegbar. Stand der gezeigten 13F-Holdings: 31.12.2023. Letztes global veroeffentlichtes 13F-Quartal: 31.03.2026.
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| UNIVEST FINANCIAL Corp | 8,566 | 210,626 | 100.00 |