UNIVEST FINANCIAL Corp
UVSP · State Commercial Banks · 27.8M shares · +0%/yr ↑ shares · EDGAR filings ↗
Net buyback after stock comp: -$4M (gross $462K, SBC $4M)
Reference price $40.90 · est. market cap ~$1.1B — last insider sale, 2026-06-08 (estimated from the dated SEC Form 4 price × shares outstanding — not a live quote)
Grade
C64Univest — small Pennsylvania bank with average returns.
Strengths
- Solid net margin
- Diversified fee businesses
Risks
- ROE 9.6% (50th), ROA (55th) average
- Regional concentration
- Rate sensitivity
Notable findings
- Insider sellingInsider selling — 5 open-market sale(s) by 5 insider(s) (cluster of 5 insiders, ~$2M, last 6mo) Form 4 ↗
Quarterly revenue
Last 4 quarters · from SEC filings.
Key metrics
Net margin
27.7%
Return on equity
9.6%
Return on assets
1.1%
Revenue growth (QoQ)
3.4%
Net-income growth
19.5%
Tangible book value
$760M
Stock comp / revenue
1.4%
Insider transactions · last 18 months
| Date | Insider | Type | Shares | Price |
|---|---|---|---|---|
| 2026-06-08 | Richardson Brian J | Sell | 2.1K | $40.90 |
| 2026-06-08 | Santana Megan D | Option exercise | 2.8K | $28.50 |
| 2026-06-08 | Santana Megan D | Sell | 2.8K | $40.83 |
| 2026-06-08 | SCHWEITZER JEFFREY M | Option exercise | 14K | $28.50 |
| 2026-06-08 | SCHWEITZER JEFFREY M | Sell | 14K | $40.91 |
| 2026-06-08 | Richardson Brian J | Option exercise | 2.1K | $28.50 |
| 2026-05-05 | Keim Michael S | Sell | 7.2K | $38.71 |
| 2026-05-05 | Keim Michael S | Option exercise | 7.2K | $28.50 |
| 2026-04-27 | Paquin Natalye | Sell | 13K | $37.80 |
| 2026-03-15 | McCormick Patrick C | Other | 760 | — |
| 2026-03-15 | McCormick Patrick C | Tax withheld | 1.2K | $32.72 |
| 2026-03-15 | Richardson Brian J | Option exercise | 778 | — |
| 2026-03-15 | Richardson Brian J | Option exercise | 1.0K | — |
| 2026-03-15 | Richardson Brian J | Option exercise | 722 | — |
| 2026-03-15 | Richardson Brian J | Option exercise | 5.4K | — |
| 2026-03-15 | Richardson Brian J | Other | 1.2K | — |
| 2026-03-15 | Richardson Brian J | Tax withheld | 3.0K | $32.72 |
| 2026-03-15 | Santana Megan D | Option exercise | 661 | — |
| 2026-03-15 | Santana Megan D | Option exercise | 863 | — |
| 2026-03-15 | Santana Megan D | Option exercise | 621 | — |
| 2026-03-15 | Santana Megan D | Option exercise | 4.6K | — |
| 2026-03-15 | Santana Megan D | Other | 1.0K | — |
| 2026-03-15 | Santana Megan D | Tax withheld | 2.5K | $32.72 |
| 2026-03-15 | Keim Michael S | Option exercise | 1.1K | — |
| 2026-03-15 | Keim Michael S | Option exercise | 1.5K | — |
| 2026-03-15 | Keim Michael S | Option exercise | 8.0K | — |
| 2026-03-15 | Keim Michael S | Other | 1.8K | — |
| 2026-03-15 | Keim Michael S | Tax withheld | 4.3K | $32.72 |
| 2026-03-15 | SCHWEITZER JEFFREY M | Option exercise | 2.1K | — |
| 2026-03-15 | SCHWEITZER JEFFREY M | Option exercise | 2.7K | — |
| 2026-03-15 | SCHWEITZER JEFFREY M | Option exercise | 1.9K | — |
| 2026-03-15 | SCHWEITZER JEFFREY M | Option exercise | 15K | — |
| 2026-03-15 | SCHWEITZER JEFFREY M | Other | 3.3K | — |
| 2026-03-15 | SCHWEITZER JEFFREY M | Tax withheld | 8.0K | $32.72 |
| 2026-03-15 | Keim Michael S | Option exercise | 1.1K | — |
| 2026-03-15 | Monios Eleni S | Option exercise | 442 | — |
| 2026-03-15 | Monios Eleni S | Option exercise | 493 | — |
| 2026-03-15 | Monios Eleni S | Option exercise | 372 | — |
| 2026-03-15 | Monios Eleni S | Tax withheld | 444 | $32.72 |
| 2026-03-15 | McCormick Patrick C | Option exercise | 489 | — |
| 2026-03-15 | McCormick Patrick C | Option exercise | 716 | — |
| 2026-03-15 | McCormick Patrick C | Option exercise | 511 | — |
| 2026-03-15 | McCormick Patrick C | Option exercise | 3.4K | — |
| 2026-02-02 | Paquin Natalye | Buy | 580 | $34.58 |
| 2026-01-31 | Beebe Joseph P | Option exercise | 1.8K | — |
| 2026-01-31 | Keenan Suzanne | Option exercise | 1.8K | — |
| 2026-01-31 | Wonderling Robert C | Option exercise | 1.8K | — |
| 2026-01-31 | Zimmerman Charles H | Option exercise | 1.8K | — |
| 2026-01-31 | Turner Michael L. | Option exercise | 1.8K | — |
| 2026-01-31 | Paquin Natalye | Option exercise | 1.8K | — |
| 2026-01-31 | Benning Todd S | Option exercise | 1.8K | — |
| 2026-01-31 | PETRO THOMAS M | Option exercise | 1.8K | — |
| 2026-01-31 | Connor Martin P. | Option exercise | 1.8K | — |
| 2026-01-31 | Vazquez Anne | Option exercise | 1.8K | — |
| 2025-12-22 | SCHWEITZER JEFFREY M | Gift | 200 | $33.97 |
| 2025-12-12 | Richardson Brian J | Sell | 1.5K | $34.45 |
| 2025-12-12 | Richardson Brian J | Option exercise | 1.5K | $28.15 |
| 2025-12-12 | Santana Megan D | Option exercise | 2.5K | $28.15 |
| 2025-12-12 | Santana Megan D | Sell | 2.5K | $35.45 |
| 2025-12-12 | Keim Michael S | Option exercise | 6.7K | $28.15 |
| 2025-12-12 | Keim Michael S | Sell | 6.7K | $34.07 |
| 2025-12-12 | SCHWEITZER JEFFREY M | Option exercise | 12K | $28.15 |
| 2025-12-12 | SCHWEITZER JEFFREY M | Sell | 12K | $34.99 |
| 2025-11-10 | Paquin Natalye | Buy | 455 | $29.80 |
| 2025-11-10 | Paquin Natalye | Buy | 200 | $29.83 |
| 2025-08-27 | PETRO THOMAS M | Sell | 4.0K | $31.75 |
| 2025-08-27 | PETRO THOMAS M | Sell | 5.0K | $31.75 |
| 2025-08-04 | Paquin Natalye | Buy | 682 | $28.23 |
| 2025-04-25 | Paquin Natalye | Buy | 730 | $28.81 |
| 2025-03-19 | Vazquez Anne | Buy | 1.2K | $28.63 |
| 2025-03-15 | McCormick Patrick C | Tax withheld | 2.0K | $28.27 |
| 2025-03-15 | Richardson Brian J | Option exercise | 654 | — |
| 2025-03-15 | Richardson Brian J | Option exercise | 778 | — |
| 2025-03-15 | Richardson Brian J | Option exercise | 1.0K | — |
| 2025-03-15 | Richardson Brian J | Option exercise | 4.6K | — |
| 2025-03-15 | Richardson Brian J | Other | 245 | — |
| 2025-03-15 | Richardson Brian J | Tax withheld | 3.2K | $28.27 |
| 2025-03-15 | Santana Megan D | Option exercise | 559 | — |
| 2025-03-15 | Santana Megan D | Option exercise | 661 | — |
| 2025-03-15 | Santana Megan D | Option exercise | 863 | — |
| 2025-03-15 | Santana Megan D | Option exercise | 3.9K | — |
| 2025-03-15 | Santana Megan D | Other | 209 | — |
| 2025-03-15 | Santana Megan D | Tax withheld | 2.7K | $28.27 |
| 2025-03-15 | Keim Michael S | Option exercise | 887 | — |
| 2025-03-15 | Keim Michael S | Option exercise | 1.1K | — |
| 2025-03-15 | Keim Michael S | Option exercise | 1.5K | — |
| 2025-03-15 | Keim Michael S | Option exercise | 6.2K | — |
| 2025-03-15 | Keim Michael S | Other | 332 | — |
| 2025-03-15 | Keim Michael S | Tax withheld | 4.4K | $28.27 |
| 2025-03-15 | SCHWEITZER JEFFREY M | Option exercise | 1.6K | — |
| 2025-03-15 | SCHWEITZER JEFFREY M | Option exercise | 2.1K | — |
| 2025-03-15 | SCHWEITZER JEFFREY M | Option exercise | 2.7K | — |
| 2025-03-15 | SCHWEITZER JEFFREY M | Option exercise | 12K | — |
| 2025-03-15 | SCHWEITZER JEFFREY M | Other | 618 | — |
| 2025-03-15 | SCHWEITZER JEFFREY M | Tax withheld | 8.2K | $28.27 |
| 2025-03-15 | McCormick Patrick C | Option exercise | 716 | — |
| 2025-03-15 | Monios Eleni S | Option exercise | 577 | — |
| 2025-03-15 | Monios Eleni S | Option exercise | 442 | — |
| 2025-03-15 | Monios Eleni S | Option exercise | 493 | — |
| 2025-03-15 | Monios Eleni S | Tax withheld | 500 | $28.27 |
| 2025-03-15 | McCormick Patrick C | Option exercise | 489 | — |
| 2025-03-15 | McCormick Patrick C | Option exercise | 3.0K | — |
| 2025-02-03 | Paquin Natalye | Buy | 618 | $30.19 |
| 2025-01-31 | Keenan Suzanne | Option exercise | 1.3K | — |
| 2025-01-31 | Wonderling Robert C | Option exercise | 1.3K | — |
| 2025-01-31 | Zimmerman Charles H | Option exercise | 1.3K | — |
| 2025-01-31 | Turner Michael L. | Option exercise | 1.3K | — |
| 2025-01-31 | Connor Martin P. | Option exercise | 1.3K | — |
| 2025-01-31 | Paquin Natalye | Option exercise | 1.3K | — |
| 2025-01-31 | Benning Todd S | Option exercise | 1.3K | — |
| 2025-01-31 | Beebe Joseph P | Option exercise | 1.3K | — |
| 2025-01-31 | PETRO THOMAS M | Option exercise | 1.3K | — |
All non-derivative Form 4 activity (SEC), newest first.
Notable events (8-K)
Recent filings
| Form | Filed | Period | Accession |
|---|---|---|---|
| 10-Q | 2026-04-28 | 2026-03-31 | 0000102212-26-000028 ↗ |
| 8-K | 2026-04-24 | 2026-04-23 | 0000102212-26-000024 ↗ |
| 8-K | 2026-04-23 | 2026-04-22 | 0000102212-26-000022 ↗ |
| 8-K | 2026-04-02 | 2026-04-01 | 0000102212-26-000019 ↗ |
| 10-K | 2026-02-23 | 2025-12-31 | 0000102212-26-000012 ↗ |
| 8-K | 2026-02-10 | 2026-02-09 | 0001193125-26-044136 ↗ |
| 8-K | 2026-01-29 | 2026-01-28 | 0000102212-26-000005 ↗ |
| 8-K | 2025-12-10 | 2025-12-10 | 0000102212-25-000032 ↗ |
| 8-K | 2025-11-06 | 2025-11-06 | 0001193125-25-269732 ↗ |
| 10-Q | 2025-10-24 | 2025-09-30 | 0000102212-25-000028 ↗ |
| 8-K | 2025-10-23 | 2025-10-22 | 0000102212-25-000025 ↗ |
| 10-Q | 2025-07-29 | 2025-06-30 | 0001628280-25-036392 ↗ |