Univest Financial Corporation (UVSP)
NASDAQ$29.39
Market Cap
$852.36M
Sector
Financial Services
Industry
Banks—Regional
Rank in Sector
215 of 627
Rank in Industry
100 of 289
Insider Buys Sum
Cluster
Trading
Trading
Insider Buys
Quantity
Quantity
Historical
Profitability
Profitability
Investor
Ownership
Ownership
Largest Insider Buys in Sector
| $552M | ||
| $153M | ||
| $83M | ||
| $80M | ||
| $73M | ||
| $68M |
UVSP Insider Trading Activity
UVSP Median Price and Trade Amounts History Chart
Statistics of Insider Transactions
Amount of Insider Buys and Sells
Buys | $106,270 | 5 | 24 |
Sells | $850,298 | 16 | 76 |
Related Transactions
| Paquin Natalye | director | 4 | $70,483 | 0 | $0 | $70,483 |
| Vazquez Anne | director | 1 | $35,788 | 0 | $0 | $35,788 |
| 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 $106,270 and sold $850,298 worth of Univest Financial Corporation stock.
On average, over the past 5 years, insiders at Univest Financial Corporation have bought $208,966 and sold $731,261 worth of stock each year.
Highest buying activity among insiders over the last 12 months: Paquin Natalye (director) — $70,483. Vazquez Anne (director) — $35,788.
The last purchase of 1,250 shares for transaction amount of $35,788 was made by Vazquez Anne (director) on 2025‑03‑19.
List of Insider Buy and Sell Transactions, Univest Financial Corporation
| 2025-03-19 | Vazquez Anne | director | 1,250 0.0043% | $28.63 | $35,788 | -4.31% | ||
| 2025-02-03 | Paquin Natalye | director | 618 0.0021% | $30.19 | $18,657 | -2.72% | ||
| 2024-11-01 | Paquin Natalye | director | 565 0.002% | $28.10 | $15,877 | +8.17% | ||
| 2024-09-18 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 4,541 0.0158% | $28.75 | $130,568 | +4.61% | |
| 2024-09-18 | Sale | Keim Michael S | Senior EVP & COO | 3,633 0.0126% | $28.76 | $104,481 | +4.61% | |
| 2024-09-17 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 3,961 0.0137% | $28.42 | $112,570 | +5.33% | |
| 2024-09-17 | Sale | Keim Michael S | Senior EVP & COO | 1,902 0.0066% | $28.43 | $54,068 | +5.33% | |
| 2024-09-05 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 200 0.0007% | $28.26 | $5,652 | +5.21% | |
| 2024-09-04 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 400 0.0014% | $28.50 | $11,400 | +4.63% | |
| 2024-09-04 | Sale | Keim Michael S | Senior EVP & COO | 400 0.0014% | $28.50 | $11,400 | +4.63% | |
| 2024-09-03 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 1,200 0.0041% | $28.50 | $34,206 | +3.57% | |
| 2024-09-03 | Sale | Keim Michael S | Senior EVP & COO | 800 0.0028% | $28.51 | $22,810 | +3.57% | |
| 2024-08-30 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 547 0.0019% | $28.53 | $15,607 | +2.78% | |
| 2024-08-30 | Sale | Keim Michael S | Senior EVP & COO | 400 0.0014% | $28.54 | $11,418 | +2.78% | |
| 2024-08-26 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 2,773 0.0096% | $28.56 | $79,204 | +3.71% | |
| 2024-08-26 | Sale | Keim Michael S | Senior EVP & COO | 295 0.001% | $28.59 | $8,434 | +3.71% | |
| 2024-07-26 | Paquin Natalye | director | 580 0.002% | $28.93 | $16,779 | -0.28% | ||
| 2024-05-16 | Sale | Keim Michael S | Senior EVP & COO | 1,141 0.0039% | $22.75 | $25,958 | +24.47% | |
| 2024-05-15 | Sale | Keim Michael S | Senior EVP & COO | 859 0.0029% | $22.77 | $19,555 | +24.79% | |
| 2024-05-09 | Sale | SCHWEITZER JEFFREY M | Chairman, President & CEO | 9,000 0.0307% | $22.55 | $202,967 | +25.43% |
Total: 308
*Gray background shows transactions not older than one year
Insider Historical Profitability
5.42%
| SCHWEITZER JEFFREY M | Chairman, President & CEO | 90187 0.311% | $2.65M | 6 | 17 | +1.88% |
| Keim Michael S | Senior EVP & COO | 55679 0.192% | $1.64M | 3 | 9 | +7.66% |
| Paquin Natalye | director | 25244 0.087% | $741,920.66 | 21 | 0 | +7.16% |
| Vazquez Anne | director | 6250 0.0216% | $183,687.50 | 1 | 0 | |
| AICHELE WILLIAM S | director | 144337 0.4977% | $4.24M | 7 | 4 | <0.0001% |
| MOYER MERRILL S | director | 126000 0.4345% | $3.7M | 3 | 0 | +0.8% |
| LEIDY THOMAS | director | 90157 0.3109% | $2.65M | 13 | 5 | +1.24% |
| ANDERS MARVIN A | director | 76923 0.2652% | $2.26M | 4 | 0 | +0.54% |
| MOYER K LEON | director | 66347 0.2288% | $1.95M | 15 | 14 | +2.05% |
| PETRO THOMAS M | director | 54518 0.188% | $1.6M | 1 | 9 | <0.0001% |
| HOCHSTETLER KENNETH D | Senior Executive VP | 51174 0.1765% | $1.5M | 6 | 0 | +1.88% |
| BROBST DUANE J | Sr EVP & Chief Credit Officer | 40079 0.1382% | $1.18M | 2 | 1 | <0.0001% |
| Scannapieco Thomas | director | 33480 0.1154% | $983,977.20 | 8 | 0 | +11.71% |
| Jackson Philip C. | President, Commercial Banking | 27712 0.0956% | $814,466.36 | 1 | 1 | +10.32% |
| BERGEY JAMES L | director | 27394 0.0945% | $805,109.66 | 8 | 0 | <0.0001% |
| Norris Kevin Brian | Pres - Invest. & Wealth Mgmt | 20734 0.0715% | $609,384.86 | 2 | 0 | +14.35% |
| SWARTLEY RICHARD R | Executive Vice President | 18305 0.0631% | $537,986.15 | 1 | 0 | +5.15% |
| Wonderling Robert C | director | 12993 0.0448% | $381,859.07 | 4 | 0 | <0.0001% |
| MOYER GLENN E | director | 12827 0.0442% | $376,986.11 | 7 | 0 | +10.99% |
| DELP R LEE | director | 12107 0.0417% | $355,824.73 | 4 | 0 | +17.78% |
| YOUNG JOHN U | director | 10993 0.0379% | $323,084.27 | 7 | 0 | +3.1% |
| Keenan Suzanne | director | 9100 0.0314% | $267,449.00 | 1 | 0 | +27.47% |
| MININGER H RAY | director | 8595 0.0296% | $252,607.05 | 2 | 5 | <0.0001% |
| CLEMENS DOUGLAS C | director | 7867 0.0271% | $231,208.53 | 4 | 0 | +14.7% |
| LEWIS H PAUL | director | 7599 0.0262% | $223,331.89 | 8 | 0 | +3.39% |
| Zimmerman Charles H | director | 7611 0.0262% | $223,680.53 | 15 | 1 | +1.44% |
| Beebe Joseph P | director | 6500 0.0224% | $191,035.00 | 2 | 0 | +11.95% |
| Connor Martin P. | director | 5020 0.0173% | $147,537.80 | 1 | 0 | +16.54% |
| SCHLOSSER MARK A | director | 3000 0.0103% | $88,170.00 | 23 | 2 | +9.66% |
| ZOOK MARGARET K | director | 2247 0.0077% | $66,029.93 | 4 | 0 | +11.34% |
| SHELLY P GREGORY | director | 1075 0.0037% | $31,607.27 | 6 | 0 | +9.32% |
| MORRAL WILLIAM G | director | 768 0.0026% | $22,571.52 | 7 | 9 | +8.92% |
| DAVIS MARC B | other | 496 0.0017% | $14,581.60 | 1 | 0 | <0.0001% |
| LIDDLE MARY E | SVP & Controller | 69 0.0002% | $2,027.91 | 2 | 0 | +7.42% |
*Gray background shows insiders who have made transactions during last year
Historical Insider Profitability vs. Competitors
$35,288,514 | 522 | 7.90% | $877.12M | |
Univest Financial Corporation (UVSP) | $7,335,332 | 194 | 5.42% | $852.36M |
$3,051,833 | 125 | 4.95% | $860.99M | |
$6,225,774 | 92 | 3.92% | $755.55M | |
$6,259,787 | 91 | 9.46% | $1.1B |
UVSP Institutional Investors: Active Positions
| Increased Positions | 90 | +61.22% | 1M | +4.78% |
| Decreased Positions | 54 | -36.73% | 562,583 | -2.54% |
| New Positions | 25 | New | 242,086 | New |
| Sold Out Positions | 9 | Sold Out | 93,121 | Sold Out |
| Total Postitions | 183 | +24.49% | 23M | +2.24% |
UVSP Ownership Change vs Market
Institutional Investor Ownership
Top Shareholders
Top Buyers
Top Sellers
New Shareholders
Sold-Out Shareholders
Active Shareholders
| Blackrock, Inc. | $94,211.00 | 11.93% | 3.46M | -13,374 | -0.39% | 2024-12-31 |
| Fmr Llc | $71,122.00 | 9% | 2.61M | -11,527 | -0.44% | 2024-12-31 |
| Dimensional Fund Advisors Lp | $53,757.00 | 6.81% | 1.97M | +737 | +0.04% | 2024-12-31 |
| Vanguard Group Inc | $44,286.00 | 5.61% | 1.63M | -30,329 | -1.83% | 2024-12-31 |
| Manufacturers Life Insurance Company, The | $32,811.00 | 4.15% | 1.2M | +75,964 | +6.73% | 2024-12-31 |
| Pzena Investment Management Llc | $31,302.00 | 3.96% | 1.15M | -40,631 | -3.42% | 2024-12-31 |
| State Street Corp | $26,130.00 | 3.31% | 959,260 | +85,889 | +9.83% | 2024-12-31 |
| Geode Capital Management, Llc | $19,138.00 | 2.42% | 702,572 | -1,873 | -0.27% | 2024-12-31 |
| American Century Companies Inc | $17,225.00 | 2.18% | 632,354 | +71,265 | +12.7% | 2024-12-31 |
| Renaissance Technologies Llc | $17,125.00 | 2.17% | 628,689 | -22,200 | -3.41% | 2024-12-31 |
Financial Ratios
Summary
Comparison with Competitors
Price to Earnings
Price/Earnings to Growth
Price to Sales
Price to Book
Price/Free Cash Flow
Analyst Recommendations
Analyst Price Targets
Screener Ideas
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