Univest Financial Corporation

$37.27 ▲ 0.57%
2026-04-21 10:04:01

Explore Univest Financial Corporation stock price, valuation, financial statements, dividend history, analyst estimates, and long-term business fundamentals on StockSifting.

Market Cap
$1.05 B
Current Price
$37.27
52W High / Low
$38.22 / $26.54
Stock P/E
11.53
Book Value
$33.5
Dividend Yield
2.36%
ROCE
ROE
9.92%
Face Value
EPS
$3.13
Exp Qtr EPS
Sector
Financial Services
Industry
Banks - Regional
Employees
Beta
0.6
Debt / Equity
0.35
Current Ratio
Quick Ratio
Forward P/E
10.04
Price / Sales
3.36
Enterprise Value
$840.17 M
EV / EBITDA
EV / Revenue
2.67
Rating
Hold
Target Price
$36
EPS Forecast (FY)

Pros

  • Balance sheet leverage appears manageable.
  • Strong operating margin profile.
  • Net margin remains healthy.
  • Valuation is not stretched on P/E basis.
  • Meaningful dividend yield is available.

Cons

  • Some data points may be missing or delayed because the source is not an official exchange feed.

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3. United Community Banks, Inc. $34.31 12.58 $4.13 B 2.91% 9.28% $36.77 / $24.09 $30.17
4. Cullen/Frost Bankers, Inc. $143.32 14.46 $9.05 B 2.79% 15.31% $148.97 / $109.43 $69.96
5. Texas Community Bancshares, Inc. $17.18 17.51 $49.77 M 1.04% 5.37% $20 / $15.01 $19.92
6. Capital City Bank Group, Inc. $46.9 13.18 $811.04 M 2.31% 11.75% $47.69 / $33.64 $32.36
7. SB Financial Group, Inc. $21.92 10.01 $139.91 M 2.83% 10.4% $23.93 / $17.1 $22.5

Quarterly Results

Figures shown in M / B

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024
Sales84.57 M83.25 M81.04 M79.2 M76.8 M
Operating Profit
Net Profit22.75 M25.64 M19.98 M22.39 M18.94 M
EPS in Rs0.810.910.710.80.67

Profit & Loss

Figures shown in M / B

2025202420232022
Sales328.06 M299.23 M296.82 M296.18 M
Operating Profit
Net Profit90.76 M75.93 M71.1 M78.12 M
EPS in Rs3.232.72.532.78

Balance Sheet

Figures shown in M / B

2025202420232022
Total Assets8.44 B8.13 B7.78 B7.22 B
Total Liabilities7.49 B7.24 B6.94 B6.45 B
Equity943.32 M887.3 M839.21 M776.5 M
Current Assets
Current Liabilities

Cash Flow

Last available yearly cash flow history

2025202420232022
Operating CF101.51 M75.11 M89.74 M109.45 M
Investing CF-83.68 M-259.74 M-454.44 M-897.61 M
Financing CF207.04 M263.68 M461.69 M50.81 M
Free CF96.93 M72 M83.02 M104.23 M
Capex-4.58 M-3.1 M-6.72 M-5.22 M

5Y Margin & Growth History

Last 5 year derived history from yfinance annual statements

2024202320222021
Revenue Growth %0.81%0.22%
Earnings Growth %6.79%-8.98%
Profit Margin %25.38%23.96%26.38%
Operating Margin %
Gross Margin %
EBITDA Margin %

Dividend & Split History

Latest dividend and stock split events stored from yfinance

Dividend History

Ex DateDividend
2026-02-11$0.22
2025-11-05$0.22
2025-08-06$0.22
2025-05-07$0.22
2025-02-05$0.21
2024-11-06$0.21
2024-08-07$0.21
2024-05-07$0.21
2024-02-06$0.21
2023-11-07$0.21
2023-08-08$0.21
2023-05-09$0.21
2023-02-07$0.21
2022-11-08$0.21
2022-08-09$0.21
2022-05-10$0.21
2022-02-08$0.2
2021-11-09$0.2
2021-08-10$0.2
2021-05-11$0.2

Stock Splits

No stock split history available.

Shareholding Pattern

Shares and value shown in M / B

Holder Name Type Shares Value % Out Report Date
Fidelity Select Portfolios-Select Banking Portfolio Mutual Fund 0.26 M $8.98 M 0.01% 2026-02-28
John Hancock Investment Trust-Small Cap Core Fund Mutual Fund 0.88 M $30.85 M 0.03% 2026-01-31
iShares Trust-iShares Russell 2000 ETF Mutual Fund 0.7 M $24.53 M 0.02% 2026-01-31
American Century ETF Trust-Avantis U.S. Small Cap Value ETF Mutual Fund 0.61 M $21.27 M 0.02% 2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Small Cap Value Portfolio Mutual Fund 0.42 M $14.55 M 0.01% 2026-01-31
Fidelity Concord Street Trust-Fidelity Series Small Cap Core Fund Mutual Fund 0.35 M $12.34 M 0.01% 2026-01-31
DFA INVESTMENT DIMENSIONS GROUP INC-U.S. Targeted Value Portfolio Mutual Fund 0.33 M $11.62 M 0.01% 2026-01-31
Fidelity Salem Street Trust-Fidelity Small Cap Index Fund Mutual Fund 0.28 M $9.63 M 0.01% 2026-01-31
Blackrock Inc. Institutional 3.1 M $108.49 M 0.11% 2025-12-31
FMR, LLC Institutional 2.55 M $89.38 M 0.09% 2025-12-31
Dimensional Fund Advisors LP Institutional 1.88 M $65.81 M 0.07% 2025-12-31
Vanguard Group Inc Institutional 1.66 M $58.24 M 0.06% 2025-12-31
Manufacturers Life Insurance Co. Institutional 1.2 M $41.87 M 0.04% 2025-12-31
State Street Corporation Institutional 0.86 M $30.06 M 0.03% 2025-12-31
Pzena Investment Management LLC Institutional 0.86 M $29.99 M 0.03% 2025-12-31