
NASDAQFinancial ServicesBanks - Regional
Latest quote
$42.09
−$0.26 · -0.61%
Univest Financial Corporation operates as the parent company for Univest Bank and Trust Co., primarily delivering banking solutions throughout Pennsylvania. The organization structures its operations into three core segments: Banking, Wealth Management, and Insurance. The Banking segment provides a comprehensive array of services to individuals, businesses, municipalities, and non-profit entities. These offerings encompass deposit accounts, loan origination and management, mortgage banking, general financial services, and equipment lease financing. Through its Wealth Management segment, Univest offers specialized services including investment advisory, financial planning, trust administration, and brokerage facilities. This segment serves a diverse client base, such as private families and individuals, municipal pension schemes, various retirement plans, and trusts and guardianships. Finally, the Insurance segment delivers a range of services, including commercial property and casualty coverage, employee benefits packages, personal insurance policies, and human resources consulting. With 37 banking offices, Univest extends its reach across numerous counties in Pennsylvania, specifically Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York. Additionally, it serves customers in Atlantic, Burlington, and Cape May counties in New Jersey. Founded in 1876, the company initially operated as Univest Corporation of Pennsylvania before rebranding to Univest Financial Corporation in January 2019. Its corporate headquarters are located in Souderton, Pennsylvania.
Previous close
$42.09
−$0.26 · -0.61%
After-hours
$42.09
$0.00 · 0.00%
Sep 8, 5:36 PM ET
Regular session · ET · Market data may be delayed.
Univest Financial Corporation operates as the parent company for Univest Bank and Trust Co., primarily delivering banking solutions throughout Pennsylvania. The organization structures its operations into three core segments: Banking, Wealth Management, and Insurance. The Banking segment provides a comprehensive array of services to individuals, businesses, municipalities, and non-profit entities. These offerings encompass deposit accounts, loan origination and management, mortgage banking, general financial services, and equipment lease financing. Through its Wealth Management segment, Univest offers specialized services including investment advisory, financial planning, trust administration, and brokerage facilities. This segment serves a diverse client base, such as private families and individuals, municipal pension schemes, various retirement plans, and trusts and guardianships. Finally, the Insurance segment delivers a range of services, including commercial property and casualty coverage, employee benefits packages, personal insurance policies, and human resources consulting. With 37 banking offices, Univest extends its reach across numerous counties in Pennsylvania, specifically Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York. Additionally, it serves customers in Atlantic, Burlington, and Cape May counties in New Jersey. Founded in 1876, the company initially operated as Univest Corporation of Pennsylvania before rebranding to Univest Financial Corporation in January 2019. Its corporate headquarters are located in Souderton, Pennsylvania.
Day range
Current $42.09
52-week range
Current $42.09
Regular session · ET · Market data may be delayed.
GoAI Score
Buy
Valuation
71
Undervalued
Sentiment
63
Bullish
Risk
23
Moderate Risk
Momentum
62
Gaining
Full GoAI research
Thesis, catalysts, evidence, and risk analysis.
Univest Financial Corporation operates as the parent company for Univest Bank and Trust Co., primarily delivering banking solutions throughout Pennsylvania. The organization structures its operations into three core segments: Banking, Wealth Management, and Insurance. The Banking segment provides a comprehensive array of services to individuals, businesses, municipalities, and non-profit entities. These offerings encompass deposit accounts, loan origination and management, mortgage banking, general financial services, and equipment lease financing. Through its Wealth Management segment, Univest offers specialized services including investment advisory, financial planning, trust administration, and brokerage facilities. This segment serves a diverse client base, such as private families and individuals, municipal pension schemes, various retirement plans, and trusts and guardianships. Finally, the Insurance segment delivers a range of services, including commercial property and casualty coverage, employee benefits packages, personal insurance policies, and human resources consulting. With 37 banking offices, Univest extends its reach across numerous counties in Pennsylvania, specifically Bucks, Berks, Chester, Cumberland, Dauphin, Delaware, Lancaster, Lehigh, Montgomery, Northampton, Philadelphia, and York. Additionally, it serves customers in Atlantic, Burlington, and Cape May counties in New Jersey. Founded in 1876, the company initially operated as Univest Corporation of Pennsylvania before rebranding to Univest Financial Corporation in January 2019. Its corporate headquarters are located in Souderton, Pennsylvania.
Day range
Current $42.09
52-week range
Current $42.09
Profitability as a percentage of reported revenue.
Revenue
Operating income
Net income
| Metric (USD) | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | 518.35M USD | 500.41M USD | 448.55M USD | 330.08M USD | 292.96M USD |
| Cost of goods sold | 201.96M USD | 207.12M USD | 162.5M USD | 46.09M USD | 11.22M USD |
| Gross profit | 316.39M USD | 293.29M USD | 286.05M USD | 283.98M USD | 281.74M USD |
| Selling, general, and administrative | 133.2M USD | 130.35M USD | 127.19M USD | 121.34M USD | 108.97M USD |
| Operating expenses | 203.04M USD | 197.99M USD | 197.36M USD | 186.77M USD | 167.41M USD |
| Interest income | 430.49M USD | 412.36M USD | 371.73M USD | 252.19M USD | 209.73M USD |
| Interest expense | 190.29M USD | 201.19M USD | 151.73M USD | 33.9M USD | 21.35M USD |
| Depreciation and amortization | 6.47M USD | 7.47M USD | 4.65M USD | 3.77M USD | 3.19M USD |
| Operating income | 113.35M USD | 95.3M USD | 88.69M USD | 97.21M USD | 114.33M USD |
| Net income | 90.76M USD | 75.93M USD | 71.1M USD | 78.12M USD | 91.8M USD |
Company facts updated Sep 9, 2026.
Third-party consensus; not a GoAI recommendation.
Funds reporting this stock among their holdings, ordered by reported position size.
Vanguard Morningstar Total Stock Market ETFVTI37.62M0.00%2.3T USD0.03%$377.6-0.56%
Avantis U.S. Small Cap Value ETFAVUV33.88M0.11%31.86B USD0.25%$125.32-1.27%
iShares Russell 2000 ETFIWM31.21M0.04%80.51B USD0.19%$294.67-0.45%
Vanguard Extended Market ETFVXF14.18M0.01%93.7B USD0.05%$241.35-0.54%
iShares Russell 2000 Value ETFIWN11.26M0.08%14.61B USD0.24%$222.76-0.83%
State Street SPDR S&P Regional Banking ETFKRE9.77M0.23%4.38B USD0.35%$74.31-1.28%
Dimensional - US Targeted Value ETFDFAT7.88M0.05%14.9B USD0.28%$70.95-1.21%
Vanguard Russell 2000 ETFVTWO6.99M0.04%17.4B USD0.06%$119.14-0.40%
Vanguard Morningstar Total Stock Market ETFVTI
Avantis U.S. Small Cap Value ETFAVUV
iShares Russell 2000 ETFIWM
Vanguard Extended Market ETFVXF
iShares Russell 2000 Value ETFIWN
State Street SPDR S&P Regional Banking ETFKRE
Dimensional - US Targeted Value ETFDFAT
Vanguard Russell 2000 ETFVTWOAI-generated and delayed market data for informational and educational purposes only. Not investment advice.