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UVSP · UNIVEST FINANCIAL Corp

Track UVSP — free
$41.01 +0.03 (+0.07%)
Market Cap
$1.16B
Shares
27.58M
Volume · Oct 1 193.42K Avg daily vol (3M) 235.13K

Price & Indicators

Drag to pan · scroll to zoom
20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$40.98 Open$41.23 Day$40.60–41.46 52W close$28.30–45.21 Avg vol 30d225K Short int894K · 3.2% float · 3.8d Short vol27% Last earningsJul 23, 2026 DataJan 2020–Sep 2026 Filing10-Q · Jul 28

Up next

Next earnings call
Oct 22, 2026 Est · unconfirmed · in 3 wks
filed Jul 28, 2026
call held Apr 23, 2026

Metrics snapshot

Useful current figures from the complete screener profile.

Revenue (TTM)
$339.62M
Trailing 12 months
Net income (TTM)
$98.43M
Trailing 12 months
Revenue growth YoY
+4.1%
Year over year
Operating margin
—
Trailing 12 months
P / E (TTM)
11.9
Trailing earnings · reciprocal yield 8.4%
FCF yield
9.1%
TTM · current market cap
Return on invested capital
—
Trailing 12 months
Net cash
—
Latest balance sheet
Dividend yield
—
Trailing 12 months
Shares change YoY
-3.7%
Year over year · fewer shares
Price change (1Y)
+36.5%
Trailing year
Short interest
3.2%
Latest settlement · 3.8 days to cover
View all 115 metrics

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Neutral Momentum Strong Sentiment Neutral Fundamentals Strong Quant / Vol Very Low
Market backdrop VIX 16.3 · calm Equity put/call 0.53
Technical
price trend
Neutral
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg −4%
below
RSI (14) 36
neutral
MACD trend Negative
52-week position 75%
mid-range
Momentum
relative strength
Strong
1-month return 0%
trailing
6-month return +9%
trailing
YTD return +25%
this year
Relative strength −3%
vs S&P · 6-mo
Sentiment
smart money
Neutral
Trend (MA cross) No cross
50d $43 › 200d $38 — 50d above 200d
Institutional flow Accumulating
+6% holders QoQ · +30 funds added
Insider flow Distributing
Net -$552.7K over 90 days · 100% sells
Short interest Rising
3.24% of float · ▲ +19.3% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
223 holders — near 3-yr high, broad support
Squeeze score 47
elevated · 0–100
Fundamentals
Strong
Revenue growth +10%
Y/Y
EPS growth +21%
Y/Y
Valuation P/E 12.2
in line
Balance sheet $25.0M
net debt
Quant / Vol
risk profile
Very Low
Volatility 24%
annualized · 1-yr
Max drawdown −9%
past year
ATR 1.7%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Guidance & track record

Latest guidance · from the Earnings Call filed Mar 31, 2026
Loan growth · full year 2026 Initiated 2% – 3%
Provisioning · full year 2026 Initiated $11M – $13M
Noninterest expense growth excluding BOLI death benefits · full year 2026 Initiated 6% – 8%
Noninterest expense growth · full year 2026 Initiated 3% – 5%
Effective tax rate · full year 2026 Initiated 20% – 21%

Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.

Technicals

trend & momentum for long-term holders Neutral
1 · 4 · 1
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
−4% Neutral
RSI (14)
36 Neutral
MACD trend
Negative Bearish
52-week position
75% Neutral
Market signals — smart money & positioning
Mixed
Trend (MA cross) No cross
50d $43 › 200d $38 — 50d above 200d
Institutional flow Accumulating
+6% holders QoQ · +30 funds added
Insider flow Distributing
Net -$552.7K over 90 days · 100% sells
Short interest Rising
3.24% of float · ▲ +19.3% MoM · 3.8 days cover
Volume signal Normal
Volume near normal
Institution breadth Multi-yr high
223 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $28 Now $41 · 75% Range high $45
vs 200-day avg +7% vs 50-day avg -4%

Illustrative technical + ownership context — a signal mix, not investment advice.

Key metrics

the company's own KPIs, from written earnings releases and filings
Metric Latest Period YoY
Loans serviced for others $1.12B Three Months Ended June 30, 2026 filing —
Net interest margin non-GAAP 3.49% the three months ended June 30, 2026 filing —

Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period

Versus peers

Banks - Regional — same industry group
Open screener →
Company Mkt cap YTD Rev growth Y/Y P/E Short % shares
UVSP
UNIVEST FINANCIAL Corp
this stock
$1.16B +25.2% +9.6% 12.2 3.2%
MFG
Mizuho Financial Group Inc
$133.98B +51.0% — — 0.1%
HDB
Hdfc Bank Ltd
$118.26B -38.9% -3.2% — 0.7%
CIXPF
CaixaBank/ADR
$103.83B +26.7% — — 0.1%
IBN
Icici Bank Ltd
$100.21B -7.6% — — 0.6%

Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding

At a glance

key data from every section
Ownership
Institutional Holders Accumulating
Holders
223
% held
82.6%
Net QoQ
+365.5K sh
Top holder
BlackRock, Inc.
Held Float
View
Held by Funds
Fund positions
245
View
Short & Settlement
Short Interest Rising
Shares short
894.3K
Days to cover
3.8d
Change
+144.4K sh
View
Short Volume
Short vol %
27%
As of
Sep 30, 2026
Short Total
View
Fails to Deliver
FTD shares
2.6K
Value
$114.7K
As of
Aug 5, 2026
View
Off-Exchange
Off-exchange %
31.3%
Week of
Aug 24, 2026
Off-exch Lit
View
Smart Money
Insider Trades Net selling
Net (90d)
-$552.7K
Buyers / Sellers
0 / 2
Buyers Sellers
View
Congressional Trades Sell
Member
Jefferson Shreve
Amount
$15.0K–$50.0K
Traded
May 12, 2025
View
Financials
Financials
Revenue (FY)
$328.1M
Net income (FY)
$90.8M
EPS diluted
$3.13
View
Buybacks
Authorized
shares 2.0M
View
Filings
SEC Filings
Latest
10-Q
Filed
Jul 28, 2026
This year
11
View
Proposed Sales
Value
$85.5K
Shares
2.1K
Filed
Jun 8, 2026
View
Earnings & Events
Earnings Calls
Last call
Jul 23, 2026
View
Investor Relations
Latest news
Univest Financial Corporation Rep…
Published
Jul 22, 2026
View

Performance

5D 20D 120D MTD YTD
UVSP -1.0% -0.3% +9.0% -1.3% +25.2%
SPY -0.7% +0.1% +12.2% -0.6% +11.8%
vs SPY -0.4% -0.4% -3.2% -0.7% +13.3%

Capital returns

Buyback program · as of Dec 10, 2025
Authorized
shares 2.00M
Spent (derived)
—
Remaining
—

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 102212 CUSIP 915271100 13F (30d) 3 filings 3 filers Visit website Investor relations