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About the company
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. 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. Wealth Management segment offers investment advisory, financial planning, trust and brokerage services. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. 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)387.09m
- Net income in USD70.38m
- Incorporated1973
- Employees979.00
- 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) |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Eagle Bancorp Inc | 660.68m | 75.96m | 577.23m | 452.00 | 7.59 | 0.4583 | 7.28 | 1.85 | 2.52 | 2.52 | 10.35 | 41.72 | -- | -- | -- | -- | 0.6692 | 1.30 | -- | -- | -- | -- | 24.37 | 39.61 | -- | -- | -- | 29.63 | 47.27 | 9.72 | -28.66 | -7.97 | -45.69 | -- |
| Coastal Financial Corp (EVERETT) | 350.73m | 38.99m | 582.27m | 486.00 | 15.19 | 1.92 | 13.95 | 1.19 | 2.86 | 2.86 | 35.88 | 22.65 | -- | -- | -- | -- | 1.07 | 1.27 | -- | -- | -- | -- | 7.96 | 14.55 | -- | -- | -- | -- | 71.92 | 53.52 | 9.73 | 35.66 | 40.30 | -- |
| Hills Bancorporation | 180.85m | 37.81m | 599.92m | 474.00 | 15.97 | 1.17 | 14.95 | 4.24 | 4.13 | 4.13 | 15.47 | 56.29 | -- | -- | -- | -- | 0.883 | 1.16 | -- | -- | -- | -- | 26.71 | 32.28 | -- | -- | -- | 20.07 | 30.39 | 7.55 | -20.06 | 0.755 | 6.53 | -- |
| Great Southern Bancorp, Inc. | 302.76m | 60.75m | 603.30m | 1.13k | 10.22 | 1.07 | 8.60 | 2.82 | 5.06 | 5.06 | 17.83 | 48.31 | -- | -- | -- | -- | 1.05 | 1.31 | -- | -- | -- | -- | 28.41 | 32.03 | -- | -- | -- | 34.14 | 30.78 | 7.58 | -10.73 | 0.2051 | -4.76 | 7.39 |
| HBT Financial Inc | 239.18m | 71.86m | 608.14m | 844.00 | 8.56 | 1.23 | 7.82 | 2.70 | 2.25 | 2.25 | 7.04 | 15.71 | -- | -- | -- | -- | 1.43 | 1.43 | -- | -- | -- | -- | 31.93 | 31.95 | -- | -- | -- | 105.91 | 49.62 | 10.75 | 16.70 | 0.6214 | 13.61 | -- |
| Mercantile Bank Corp | 287.60m | 82.80m | 610.01m | 631.00 | 7.33 | 1.14 | 6.49 | 2.67 | 5.16 | 5.16 | 14.25 | 33.29 | -- | -- | -- | -- | 1.60 | 1.31 | -- | -- | -- | -- | 36.23 | 32.33 | -- | -- | -- | 31.26 | 49.23 | 13.83 | 34.64 | 14.36 | 1.14 | 7.58 |
| Metrocity Bankshares Inc | 199.22m | 50.51m | 615.77m | 220.00 | 12.35 | 1.55 | 11.56 | 5.13 | 1.98 | 1.98 | 4.70 | 15.73 | -- | -- | -- | -- | 1.43 | 2.05 | -- | -- | -- | -- | 42.06 | 43.51 | -- | -- | -- | 25.74 | 30.98 | 21.48 | -17.55 | 4.54 | 11.55 | 13.63 |
| First Community Bankshares Inc | 143.01m | 49.08m | 628.79m | 596.00 | 12.65 | 1.24 | 11.38 | 3.74 | 2.71 | 2.71 | 9.04 | 27.53 | -- | -- | -- | -- | 1.56 | 1.48 | -- | -- | -- | -- | 29.21 | 31.23 | -- | -- | -- | 41.07 | 19.98 | 6.89 | 2.91 | 6.73 | 1.66 | 8.26 |
| Heritage Financial Corp | 292.15m | 47.05m | 632.05m | 764.00 | 13.61 | 0.7457 | -- | 2.82 | 1.34 | 1.34 | 6.38 | 24.43 | -- | -- | -- | -- | 0.6567 | 1.08 | -- | -- | -- | -- | 20.97 | 29.56 | -- | -- | -- | 42.00 | 25.06 | 7.36 | -24.57 | 3.17 | -14.91 | 7.26 |
| First National Bank Alaska | 154.48m | 60.01m | 633.31m | 662.00 | 10.55 | 1.36 | -- | 3.51 | 18.95 | 18.95 | 56.91 | 146.77 | -- | -- | -- | -- | 1.08 | 1.20 | -- | -- | -- | -- | 33.30 | 33.94 | -- | -- | -- | 85.67 | 34.06 | 8.44 | 3.05 | 2.09 | -8.55 | 2.34 |
| Old Second Bancorp Inc | 295.14m | 89.43m | 641.74m | 834.00 | 7.27 | 1.08 | 6.64 | 2.25 | 1.97 | 1.97 | 6.27 | 13.29 | -- | -- | -- | -- | 1.55 | 1.12 | -- | -- | -- | -- | 31.38 | 26.41 | -- | -- | -- | 10.06 | 34.88 | 22.09 | 36.09 | 21.95 | 45.54 | -- |
| Crossfirst Bankshares Inc | 456.85m | 68.22m | 644.26m | 453.00 | 9.50 | 0.9031 | 8.28 | 2.63 | 1.38 | 1.38 | 4.95 | 14.47 | -- | -- | -- | -- | 0.957 | 0.8361 | -- | -- | -- | -- | 28.07 | 24.84 | -- | -- | -- | 0.00 | 75.10 | 22.64 | 7.56 | 30.52 | -26.88 | -- |
| NB Bancorp Inc | 245.77m | 9.77m | 646.14m | 330.00 | 54.92 | 0.8805 | 51.87 | 2.63 | 0.2755 | 0.2755 | 5.89 | 17.18 | 0.0588 | -- | 16.66 | -- | 0.2337 | -- | 1.49 | -- | -- | -- | 3.98 | -- | -- | 1.16 | 0.8393 | -- | 82.84 | -- | -67.32 | -- | -- | -- |
| Univest Financial Corp | 387.09m | 70.38m | 648.66m | 979.00 | 9.31 | 0.7706 | 8.47 | 2.20 | 2.38 | 2.38 | 9.98 | 28.76 | -- | -- | -- | -- | 0.9318 | 1.12 | -- | -- | -- | -- | 23.87 | 26.79 | -- | -- | -- | 31.39 | 47.40 | 14.31 | -8.98 | 7.33 | 16.61 | 0.9806 |
| Tompkins Financial Corp | 311.30m | 6.97m | 667.79m | 942.00 | 99.46 | 0.9937 | 34.83 | 3.06 | 0.4661 | 0.4661 | 15.25 | 46.65 | -- | -- | -- | -- | 0.0923 | 0.9259 | -- | -- | -- | -- | 3.27 | 24.28 | -- | -- | -- | 47.83 | 18.32 | 3.40 | -88.84 | -34.91 | -17.86 | 4.35 |
| Burke & Herbert Bank & Trust Co | 146.90m | 22.69m | 713.89m | -- | 16.22 | 1.13 | -- | 6.39 | 2.96 | 2.96 | 14.14 | 42.37 | -- | -- | -- | -- | 0.632 | 0.8718 | -- | -- | -- | -- | 20.31 | 26.02 | -- | -- | -- | 52.06 | 30.42 | 5.73 | -48.44 | -7.98 | -- | 15.09 |
Data as of May 24 2024. Currency figures normalised to Univest Financial Corp's reporting currency: US Dollar USD
46.20%Per cent of shares held by top holders
| Holder | Shares | % Held |
|---|---|---|
| BlackRock Fund Advisorsas of 31 Mar 2024 | 2.61m | 8.83% |
| FIAM LLCas of 31 Mar 2024 | 2.37m | 8.01% |
| Dimensional Fund Advisors LPas of 31 Mar 2024 | 1.98m | 6.70% |
| The Vanguard Group, Inc.as of 31 Mar 2024 | 1.52m | 5.15% |
| Pzena Investment Management LLCas of 31 Mar 2024 | 1.32m | 4.47% |
| Manulife Investment Management (US) LLCas of 31 Mar 2024 | 1.20m | 4.06% |
| SSgA Funds Management, Inc.as of 31 Mar 2024 | 911.21k | 3.09% |
| Renaissance Technologies LLCas of 31 Mar 2024 | 660.19k | 2.24% |
| Geode Capital Management LLCas of 31 Mar 2024 | 648.91k | 2.20% |
| Girard Advisory Services LLCas of 31 Mar 2024 | 432.47k | 1.47% |
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Data from 31 Mar 2024 - 31 Mar 2024Source: FactSet Research Systems Inc.
