Univest Financial Corporation (UVSP)
NASDAQ$28.27
Market Cap
$819.88M
Sector
Financial Services
Industry
Banks—Regional
Rank in Sector
238 of 638
Rank in Industry
114 of 300
Insider Buys Sum
Cluster
Trading
Trading
Insider Buys
Quantity
Quantity
Historical
Profitability
Profitability
Investor
Ownership
Ownership
Largest Insider Buys in Sector
UVSP Insider Trading Activity
UVSP Median Price and Trade Amounts History Chart
Statistics of Insider Transactions
Amount of Insider Buys and Sells
Buys | $70,483 | 4 | 20 |
Sells | $850,298 | 16 | 80 |
Related Transactions
| Paquin Natalye | director | 4 | $70,483 | 0 | $0 | $70,483 |
| Keim Michael S | Senior EVP & COO | 0 | $0 | 8 | $258,124 | $-258,124 |
| SCHWEITZER JEFFREY M | Chairman, President & CEO | 0 | $0 | 8 | $592,174 | $-592,174 |
About Univest Financial Corporation
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 …
Insider Activity of Univest Financial Corporation
Over the last 12 months, insiders at Univest Financial Corporation have bought $70,483 and sold $850,298 worth of Univest Financial Corporation stock.
On average, over the past 5 years, insiders at Univest Financial Corporation have bought $201,809 and sold $731,261 worth of stock each year.
Highest buying activity among insiders over the last 12 months: Paquin Natalye (director) — $70,483.
The last purchase of 618 shares for transaction amount of $18,657 was made by Paquin Natalye (director) on 2025‑02‑03.
List of Insider Buy and Sell Transactions, Univest Financial Corporation
| 2025-02-03 | Paquin Natalye | director | 618 0.0021% | $30.19 | $18,657 | +1.72% | ||
| 2024-11-01 | Paquin Natalye | director | 565 0.002% | $28.10 | $15,877 | +10.32% | ||
| 2024-09-18 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 4,541 0.0158% | $28.75 | $130,568 | +5.47% | |
| 2024-09-18 | Sale | Keim Michael S | Senior EVP & COO | 3,633 0.0126% | $28.76 | $104,481 | +5.47% | |
| 2024-09-17 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 3,961 0.0137% | $28.42 | $112,570 | +6.25% | |
| 2024-09-17 | Sale | Keim Michael S | Senior EVP & COO | 1,902 0.0066% | $28.43 | $54,068 | +6.25% | |
| 2024-09-05 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 200 0.0007% | $28.26 | $5,652 | +7.09% | |
| 2024-09-04 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 400 0.0014% | $28.50 | $11,400 | +6.55% | |
| 2024-09-04 | Sale | Keim Michael S | Senior EVP & COO | 400 0.0014% | $28.50 | $11,400 | +6.55% | |
| 2024-09-03 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 1,200 0.0041% | $28.50 | $34,206 | +5.61% | |
| 2024-09-03 | Sale | Keim Michael S | Senior EVP & COO | 800 0.0028% | $28.51 | $22,810 | +5.61% | |
| 2024-08-30 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 547 0.0019% | $28.53 | $15,607 | +4.95% | |
| 2024-08-30 | Sale | Keim Michael S | Senior EVP & COO | 400 0.0014% | $28.54 | $11,418 | +4.95% | |
| 2024-08-26 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 2,773 0.0096% | $28.56 | $79,204 | +5.69% | |
| 2024-08-26 | Sale | Keim Michael S | Senior EVP & COO | 295 0.001% | $28.59 | $8,434 | +5.69% | |
| 2024-07-26 | Paquin Natalye | director | 580 0.002% | $28.93 | $16,779 | +0.53% | ||
| 2024-05-16 | Sale | Keim Michael S | Senior EVP & COO | 1,141 0.0039% | $22.75 | $25,958 | +24.41% | |
| 2024-05-15 | Sale | Keim Michael S | Senior EVP & COO | 859 0.0029% | $22.77 | $19,555 | +24.70% | |
| 2024-05-09 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 9,000 0.0307% | $22.55 | $202,967 | +25.38% | |
| 2024-05-07 | Paquin Natalye | director | 860 0.003% | $22.29 | $19,169 | +28.60% |
Total: 307
*Gray background shows transactions not older than one year
Insider Historical Profitability
5.42%
| SCHWEITZER JEFFREY M | Chairman, President & CEO | 90187 0.311% | $2.55M | 6 | 17 | +1.88% |
| Keim Michael S | Senior EVP & COO | 55679 0.192% | $1.57M | 3 | 9 | +7.66% |
| Paquin Natalye | director | 25244 0.087% | $713,647.40 | 21 | 0 | +7.16% |
| AICHELE WILLIAM S | director | 144337 0.4977% | $4.08M | 7 | 4 | <0.0001% |
| MOYER MERRILL S | director | 126000 0.4345% | $3.56M | 3 | 0 | +0.8% |
*Gray background shows insiders who have made transactions during last year
Historical Insider Profitability vs. Competitors
$35,288,514 | 522 | 7.90% | $895.27M | |
$12,926,693 | 286 | -13.94% | $735.11M | |
Univest Financial Corporation (UVSP) | $7,335,332 | 194 | 5.42% | $819.88M |
$11,804,864 | 156 | -1.26% | $725.68M | |
$3,051,833 | 125 | 4.95% | $930.3M |
UVSP Institutional Investors: Active Positions
| Increased Positions | 87 | +56.86% | 1M | +4.64% |
| Decreased Positions | 56 | -36.6% | 645,599 | -2.89% |
| New Positions | 27 | New | 242,372 | New |
| Sold Out Positions | 10 | Sold Out | 93,149 | Sold Out |
| Total Postitions | 184 | +20.26% | 23M | +1.74% |
UVSP Ownership Change vs Market
Institutional Investor Ownership
Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
| Blackrock, Inc. | $105,693.00 | 11.93% | 3.46M | -13,374 | -0.39% | 2024-12-31 |
| Fmr Llc | $79,791.00 | 9% | 2.61M | -11,527 | -0.44% | 2024-12-31 |
| Dimensional Fund Advisors Lp | $60,309.00 | 6.81% | 1.97M | +737 | +0.04% | 2024-12-31 |
| Vanguard Group Inc | $49,684.00 | 5.61% | 1.63M | -30,329 | -1.83% | 2024-12-31 |
| Manufacturers Life Insurance Company, The | $36,810.00 | 4.15% | 1.2M | +75,964 | +6.73% | 2024-12-31 |
| Pzena Investment Management Llc | $35,117.00 | 3.96% | 1.15M | -40,631 | -3.42% | 2024-12-31 |
| State Street Corp | $29,315.00 | 3.31% | 959,260 | +85,889 | +9.83% | 2024-12-31 |
| Geode Capital Management, Llc | $21,471.00 | 2.42% | 702,572 | -1,873 | -0.27% | 2024-12-31 |
| American Century Companies Inc | $19,325.00 | 2.18% | 632,354 | +71,265 | +12.7% | 2024-12-31 |
| Renaissance Technologies Llc | $19,213.00 | 2.17% | 628,689 | -22,200 | -3.41% | 2024-12-31 |
Financial Ratios
Summary
Comparison with Competitors
Analyst Recommendations
Analyst Price Targets
Screener Ideas
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