Univest Financial Corp.

Is Univest Financial Corp. technically bullish or bearish?

As of October 31, 2025, Univest Financial Corp. shows a mildly bullish trend based on daily moving averages, despite mixed signals from weekly indicators and underperformance compared to the S&P 500.

As of 31 October 2025, the technical trend for Univest Financial Corp. has changed from sideways to mildly bullish. The daily moving averages indicate a mildly bullish stance, while the weekly MACD and KST are both mildly bearish. The Bollinger Bands show a bullish signal on the monthly timeframe, contrasting with a mildly bearish signal on the weekly. Dow Theory suggests a mildly bullish trend on the weekly, but no trend on the monthly.<BR><BR>In terms of performance, Univest has underperformed the S&P 500 across most periods, with a year-to-date return of -0.54% compared to the S&P 500's 16.30%, and a one-year return of 5.54% versus 19.89%. Overall, the current technical stance is mildly bullish, but the mixed signals from various indicators suggest caution.

Is Univest Financial Corp. overvalued or undervalued?

As of July 23, 2025, Univest Financial Corp. is fairly valued with a P/E ratio of 12 and has returned 11.42% over the past year, which is lower than the S&P 500's 17.14% return, indicating a shift in perception from very attractive to attractive.

As of 23 July 2025, the valuation grade for Univest Financial Corp. has moved from very attractive to attractive, indicating a shift in perception. The company appears to be fairly valued based on its current metrics. Key ratios include a P/E ratio of 12, a Price to Book Value of 1.01, and an EV to EBIT of 11.22. In comparison, Coastal Financial Corp. has a significantly higher P/E of 35.43, while Community Trust Bancorp, Inc. stands at a more favorable P/E of 11.50.<BR><BR>In terms of recent performance, Univest Financial Corp. has returned 11.42% over the past year, which is notably lower than the S&P 500's 17.14% return, suggesting it may be lagging behind the broader market. Overall, the company's valuation metrics and peer comparisons indicate that it is fairly valued in the current market environment.

How big is Univest Financial Corp.?

As of Jun 18, Univest Financial Corp. has a market capitalization of 887.49 million and total assets of 8,150.09 million. The net profit for the latest four quarters is 78.02 million, with interest earned at 417.17 million.

As of Jun 18, Univest Financial Corp. has a market capitalization of 887.49 million, categorizing it as a Micro Cap company.<BR><BR>As of Jun 18, the sum of Net Profit for the latest four quarters is 78.02 million. The sum of Interest Earned for the same period is 417.17 million.<BR><BR>As of Dec 24, the reporting period shows Shareholder's Funds at 887.30 million and Total Assets at 8,150.09 million.

What does Univest Financial Corp. do?

Univest Financial Corp. is a bank holding company in the Regional Banks industry, offering various financial services with a market cap of approximately $887.49 million. As of March 2025, it reported net sales of $103 million and a net profit of $22 million.

Overview:<BR>Univest Financial Corp. is a bank holding company operating in the Regional Banks industry, providing a range of financial services.<BR><BR>Financial Snapshot:<BR>- Most recent Net Sales: 103 Million (Quarterly Results - Mar 2025)<BR>- Most recent Net Profit: 22 Million (Quarterly Results - Mar 2025)<BR>- Market cap: USD 887.49 Million (Micro Cap)<BR><BR>Key Metrics:<BR>- P/E: 12.00<BR>- Dividend Yield: 2.81%<BR>- Debt Equity: 0.00<BR>- Return on Equity: 8.64%<BR>- Price to Book: 0.98<BR><BR>Contact Details:<BR>- Address: 14 NORTH MAIN STREET, PO Box 197 SOUDERTON PA : 18964<BR>- Tel: ['1 215 7212400', '1 215 721-2446']<BR>- Website: https://www.univest.net

Should I buy, sell or hold Univest Financial Corp.?

Who are in the management team of Univest Financial Corp.?

As of March 2022, the management team of Univest Financial Corp. includes Independent Chairman Mr. William Aichele, President and CEO Mr. Jeffrey Schweitzer, and several directors, including Ms. Suzanne Keenan, Mr. Robert Wonderling, and independent directors Mr. Roger Ballou, Mr. Todd Benning, and Mr. Glenn Moyer.

As of March 2022, the management team of Univest Financial Corp. includes the following individuals:<BR><BR>- Mr. William Aichele, who serves as the Independent Chairman of the Board of the Corporation and the Bank.<BR>- Mr. Jeffrey Schweitzer, who is the President, Chief Executive Officer, Director, and Chief Executive Officer of Univest Bank and Trust Co.<BR>- Ms. Suzanne Keenan, who is a Director.<BR>- Mr. Robert Wonderling, who is also a Director.<BR>- Mr. Roger Ballou, who serves as an Independent Director.<BR>- Mr. Todd Benning, who is an Independent Director.<BR>- Mr. Glenn Moyer, who is another Independent Director.<BR><BR>In summary, the management team consists of a mix of directors and executives, with Mr. Aichele and Mr. Schweitzer holding key leadership positions.