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Last update at 2026-06-09T16:01:00Z
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Univest Financial Corporation Reports First Quarter Results
Wed 23 Apr 25, 08:15 PM3 Undervalued Small Caps With Insider Buying Across Regions To Enhance Your Portfolio
Mon 21 Apr 25, 11:39 AMUnivest Financial Corporation to Hold First Quarter 2025 Earnings Call
Mon 07 Apr 25, 01:39 PMUnivest Financial Corporation Reports Fourth Quarter 2024 Results
Wed 22 Jan 25, 09:15 PM| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Income before tax | 97.21M | 114.33M | 56.90M | 80.05M | 60.69M |
| Minority interest | - | - | - | - | - |
| Net income | 78.12M | 91.80M | 46.92M | 65.72M | 50.54M |
| Selling general administrative | 118.88M | 106.90M | 95.80M | 89.07M | 82.44M |
| Selling and marketing expenses | 2.46M | 2.06M | 1.98M | 2.59M | 1.80M |
| Gross profit | 296.18M | 271.61M | 252.69M | 234.65M | 218.24M |
| Reconciled depreciation | 3.77M | 3.19M | 5.00M | 5.42M | 5.38M |
| Ebit | 133.26M | 114.33M | 56.90M | 80.05M | 93.11M |
| Ebitda | 137.03M | 117.52M | 61.90M | 85.47M | 98.50M |
| Depreciation and amortization | 3.77M | 3.19M | 5.00M | 5.42M | 5.38M |
| Non operating income net other | - | - | - | - | - |
| Operating income | 133.26M | 114.33M | 56.90M | 80.05M | 93.11M |
| Other operating expenses | 11.79M | -157.27700M | -195.79200M | -154.60100M | 125.12M |
| Interest expense | 33.90M | 21.35M | 29.58M | 44.86M | 32.43M |
| Tax provision | 19.09M | 22.53M | 9.98M | 14.33M | 10.14M |
| Interest income | 252.19M | 209.73M | 203.94M | 214.09M | 190.49M |
| Net interest income | 218.30M | 188.38M | 174.36M | 169.23M | 158.06M |
| Extraordinary items | - | - | - | - | 0.30M |
| Non recurring | - | - | - | - | - |
| Other items | - | - | - | - | - |
| Income tax expense | 19.09M | 22.53M | 9.98M | 14.33M | 10.14M |
| Total revenue | 296.18M | 271.61M | 252.69M | 234.65M | 218.24M |
| Total operating expenses | 11.79M | -157.27700M | -195.79200M | -154.60100M | -125.12300M |
| Cost of revenue | - | - | - | - | 52.74M |
| Total other income expense net | -36.05100M | -21.34800M | -29.58400M | -44.86100M | -32.42600M |
| Discontinued operations | - | - | - | - | - |
| Net income from continuing ops | 78.12M | 91.80M | 46.92M | 94.39M | 70.83M |
| Net income applicable to common shares | 78.12M | 91.80M | 46.92M | 65.72M | 50.54M |
| Preferred stock and other adjustments | - | - | - | - | - |
| Breakdown | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2023-12-31 | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 |
| Total assets | 7803.55M | 7222.02M | 7122.42M | 6336.50M | 5400.53M |
| Intangible assets | 10.95M | 11.38M | 11.85M | 8.87M | 10.28M |
| Earning assets | - | - | - | - | 547.69M |
| Other current assets | 306.92M | -144.37100M | 4934.72M | 5064.58M | 4122.84M |
| Total liab | 6964.34M | 6445.52M | 6348.63M | 5644.02M | 4727.89M |
| Total stockholder equity | 839.21M | 776.50M | 773.79M | 692.47M | 672.65M |
| Deferred long term liab | - | - | - | - | - |
| Other current liab | 4987.47M | -74.09200M | -46.07000M | -52.19800M | -63.19400M |
| Common stock | 157.78M | 157.78M | 157.78M | 157.78M | 157.78M |
| Capital stock | 157.78M | 157.78M | 157.78M | 157.78M | 157.78M |
| Retained earnings | 474.69M | 428.64M | 375.12M | 306.90M | 288.80M |
| Other liab | - | 11.11M | 79.52M | 89.89M | 0.72M |
| Good will | 175.51M | 175.51M | 175.51M | 172.56M | 172.56M |
| Other assets | - | 5968.89M | 4934.72M | 5064.58M | 4142.45M |
| Cash | 249.80M | 152.80M | 890.15M | 219.86M | 125.13M |
| Cash and equivalents | - | - | - | - | - |
| Total current liabilities | 5095.20M | 191.19M | 46.07M | 52.20M | 63.19M |
| Current deferred revenue | - | - | -7.48900M | -3.39800M | - |
| Net debt | 250.12M | 320.75M | -662.82300M | 111.35M | 176.09M |
| Short term debt | 95.97M | 197.14M | 53.56M | 55.60M | 18.68M |
| Short long term debt | 0.00000M | 197.14M | - | - | 18.68M |
| Short long term debt total | 499.92M | 473.55M | 227.33M | 331.20M | 301.21M |
| Other stockholder equity | 257.38M | 252.18M | 257.24M | 249.93M | 247.79M |
| Property plant equipment | - | 50.94M | 56.88M | 55.64M | 56.68M |
| Total current assets | 306.92M | 660.36M | 1416.07M | 627.35M | 542.55M |
| Long term investments | 500.62M | 507.56M | 5753.68M | 5630.73M | 4795.98M |
| Net tangible assets | - | 589.61M | 773.79M | 511.05M | 492.28M |
| Short term investments | 351.55M | 350.26M | 317.01M | 218.64M | 246.92M |
| Net receivables | 277.57M | 301.68M | 208.91M | 188.85M | 170.49M |
| Long term debt | 458.76M | 243.26M | 193.87M | 293.51M | 244.92M |
| Inventory | -204.75100M | 19.26M | 0.28M | 7.36M | 0.52M |
| Accounts payable | 11.76M | 68.14M | 46.07M | 52.20M | 44.51M |
| Total permanent equity | - | - | - | - | - |
| Noncontrolling interest in consolidated entity | - | - | - | - | - |
| Temporary equity redeemable noncontrolling interests | - | - | - | - | - |
| Accumulated other comprehensive income | -50.64600M | -62.10400M | -16.35300M | -22.14400M | -21.73000M |
| Additional paid in capital | - | - | - | - | - |
| Common stock total equity | - | 157.78M | 157.78M | 157.78M | 157.78M |
| Preferred stock total equity | - | - | - | - | - |
| Retained earnings total equity | - | 428.64M | 375.12M | 306.90M | 288.80M |
| Treasury stock | - | -48.62500M | -41.94200M | -46.25300M | -44.73400M |
| Accumulated amortization | - | - | - | - | - |
| Non currrent assets other | 6952.39M | -182.68800M | -771.63600M | -644.56200M | -715.53600M |
| Deferred long term asset charges | - | - | - | - | - |
| Non current assets total | 7496.63M | 592.77M | 771.64M | 644.56M | 715.54M |
| Capital lease obligations | 34.85M | 33.15M | 33.45M | 37.69M | 37.62M |
| Long term debt total | - | 243.26M | 193.87M | 293.51M | 244.92M |
| Breakdown | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
|---|---|---|---|---|---|
| Type | yearly | yearly | yearly | yearly | yearly |
| Date | 2022-12-31 | 2021-12-31 | 2020-12-31 | 2019-12-31 | 2018-12-31 |
| Investments | -59.15400M | -125.16200M | 82.22M | -341.72600M | -427.37700M |
| Change to liabilities | 5.99M | 2.19M | 8.61M | -1.40900M | 6.54M |
| Total cashflows from investing activities | -897.61200M | -126.77900M | -867.39200M | -343.36900M | -431.31800M |
| Net borrowings | 226.09M | -97.80000M | 47.67M | -166.08800M | 74.34M |
| Total cash from financing activities | 50.81M | 694.73M | 910.94M | 285.93M | 379.32M |
| Change to operating activities | 5.99M | 2.19M | 8.61M | 1.41M | 6.54M |
| Net income | 78.12M | 91.80M | 46.92M | 65.72M | 50.54M |
| Change in cash | -737.35100M | 670.29M | 94.73M | 15.71M | 34.01M |
| Begin period cash flow | 890.15M | 219.86M | 125.13M | 109.42M | 75.41M |
| End period cash flow | 152.80M | 890.15M | 219.86M | 125.13M | 109.42M |
| Total cash from operating activities | 109.45M | 102.34M | 51.18M | 73.15M | 86.01M |
| Issuance of capital stock | 2.54M | 2.38M | 2.37M | 2.23M | 2.29M |
| Depreciation | 3.77M | 3.19M | 5.00M | 5.42M | 5.38M |
| Other cashflows from investing activities | -833.23700M | 4.26M | -945.85400M | 0.80M | -0.82200M |
| Dividends paid | -24.60700M | -23.57500M | -17.53600M | -23.43500M | 23.50M |
| Change to inventory | - | - | - | - | - |
| Change to account receivables | -5.85900M | -3.13100M | -2.83500M | -2.33200M | 4.55M |
| Sale purchase of stock | -12.28400M | -0.65000M | -4.45200M | -2.04500M | -5.98400M |
| Other cashflows from financing activities | 85.16M | 816.58M | 1105.56M | 329.18M | 426.51M |
| Change to netincome | 26.13M | 5.89M | -8.27300M | -2.01100M | 18.44M |
| Capital expenditures | 5.22M | 5.88M | 3.75M | 2.45M | 3.12M |
| Change receivables | - | - | - | - | - |
| Cash flows other operating | -6.71200M | -4.89000M | -3.44600M | 3.01M | 3.30M |
| Exchange rate changes | - | - | - | - | - |
| Cash and cash equivalents changes | -737.35100M | 670.29M | 94.73M | -130.58800M | 34.01M |
| Change in working capital | 0.13M | -0.93600M | 5.77M | -0.92300M | 11.09M |
| Stock based compensation | 4.12M | 3.70M | 1.48M | 2.35M | 2.56M |
| Other non cash items | 23.85M | 1.03M | 1.87M | 2.39M | 17.03M |
| Free cash flow | 104.23M | 96.46M | 47.43M | 70.70M | 82.89M |
Sector: Financial Services Industry: Banks - Regional
| Company | Change (USD) | Price (USD) | Trailing PE (x) | Forward PE (x) | Price Sales TTM (x) | Price to Book Value (x) | |
|---|---|---|---|---|---|---|---|
| UVSP Univest Corporation Pennsylvania |
0.28 0.70% | 41.22 | 9.37 | - | 1.93 | 0.66 | |
| HDB HDFC Bank Limited ADR |
0.24 1.04% | 23.25 | 20.81 | 20.96 | 0.11 | 4.77 | |
| CIHKY China Merchants Bank Co Ltd |
-0.24 0.78% | 30.47 | 7.78 | 7.65 | 0.56 | 0.90 | 3.62 |
| DBSDF DBS Group Holdings Ltd |
-0.03 0.06% | 50.45 | 15.29 | 14.41 | 5.84 | 2.36 | 10.40 |
| CIHHF China Merchants Bank Co Ltd Class H |
- -% | 5.92 | 6.10 | 5.67 | 0.44 | 0.77 | 3.43 |
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in the United States. It operates through three segments: Banking, Wealth Management, and Insurance. The Banking segment offers 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. Its Wealth Management segment provides investment advisory, financial planning, and trust and brokerage services for private families and individuals, municipal pension plans, retirement plans, and trusts and guardianships. The Insurance segment offers commercial property and casualty insurance, employee benefits solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. The company was founded in 1876 and is headquartered in Souderton, Pennsylvania.
14 North Main Street, Souderton, PA, United States, 18964
| Name | Title | Year Born |
|---|---|---|
| Mr. Jeffrey M. Schweitzer CPA | Vice Chairman, Pres & CEO | 1974 |
| Mr. Brian J. Richardson | Sr. Exec. VP & CFO | 1983 |
| Mr. Michael S. Keim CPA | Sr. Exec. VP & COO | 1968 |
| Ms. Megan Duryea Santana Esq. | Sr. Exec. VP, Chief Risk Officer, Gen. Counsel & Corp. Sec. | 1976 |
| Mr. Eric W. Conner | Sr. EVP & Chief Information Officer | 1971 |
| Nicole Heverly | Sr. VP of Corp. Communications | NA |
| Ms. M. Theresa Fosko | Exec. VP & Chief HR Officer | NA |
| Mr. George D. Terry | Exec. VP | 1938 |
| Ms. Karen Elizabeth Tejkl | Sr. VP | NA |
| Mr. John W. Duerksen | Exec. VP of Corp. Banking - Montgomery County | NA |
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