Is Univest Financial Corporation (UVSP) a Buy, Sell, or Hold?
NASDAQ : UVSP
Univest Financial Corporation — Institutional Ownership
$44.1 USD
-$0.08 (-0.18%)
- Volume
- 364.72K
- Average Volume
- 220.07K
- Market Capitalization
- $1.23B
- P/E Ratio
- 12.64
- Dividend Yield
- 2.02%
- Price Target
- $32.50
- Year High
- $45.46
- Year Low
- $27.91
- Day High
- —
- Day Low
- —
- Payout Ratio
- $0.26
- Current Ratio
- $4.22
Institutional Ownership Summary
Institutional Ownership %
2.11%
Investors Holding
37
change: -172 | last: 209
Increased Positions
15
change: -95 | last: 110
Reduced Positions
6
change: -47 | last: 53
New Positions
7
change: -24 | last: 31
Sold Positions
178
change: 157 | last: 21
Total Calls
-
Total Puts
-
Put-Call Ratio
0.00
change: -759.375 | last: 7.5938
Total Invested
25.86M
Beneficial Ownership Filings
| Filing Date | Reporting Person | Amount Beneficially Owned | % of Class |
|---|---|---|---|
| 2026-05-06 | FMR LLC | 1.9M | 6.80% |
| 2026-04-30 | Vanguard Capital Management | 1.42M | 5.07% |
| 2026-03-27 | The Vanguard Group | - | 0.00% |
| 2025-11-14 | Manulife Financial Corporation | - | 0.00% |
| 2025-08-13 | Manulife Financial Corporation | - | 0.00% |
| 2025-04-24 | BlackRock, Inc. | 2.45M | 8.50% |
| 2024-02-14 | PZENA INVESTMENT MANAGEMENT, LLC | 1.46M | 4.90% |
| 2024-02-14 | PZENA INVESTMENT MANAGEMENT, LLC | 1.46M | 4.90% |
| 2023-01-24 | (1) BlackRock, Inc. | 3.14M | 10.70% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 1.49M | 5.05% |
| 2022-02-10 | The Vanguard Group - 23-1945930 | 1.49M | 5.05% |
| 2022-02-08 | 30-0447847 | 2.02M | 6.90% |
| 2022-02-08 | 30-0447847 | 2.02M | 6.90% |
| 2022-01-27 | (1) BlackRock, Inc. | 2.95M | 10.00% |
| 2022-01-25 | (1) BlackRock, Inc. | 2.95M | 10.00% |
| 2022-01-21 | PZENA INVESTMENT MANAGEMENT, LLC | 1.72M | 5.84% |
| 2022-01-21 | PZENA INVESTMENT MANAGEMENT, LLC | 1.72M | 5.84% |
| 2021-02-16 | 30-0447847 | 2.1M | 7.20% |
| 2021-02-16 | 30-0447847 | 2.1M | 7.20% |
| 2021-02-02 | PZENA INVESTMENT MANAGEMENT, LLC | 1.91M | 6.54% |
| 2021-02-02 | PZENA INVESTMENT MANAGEMENT, LLC | 1.91M | 6.54% |
| 2021-02-01 | (1) BlackRock, Inc. | 2.77M | 9.50% |
| 2020-02-14 | 52-0556948 | 28514.0 | 0.00% |
| 2020-02-06 | (1) BlackRock, Inc. | 2.66M | 9.10% |
| 2019-02-14 | 52-0556948 | 1.56M | 5.30% |
| 2019-02-12 | Aberdeen Standard Investments Inc. | 1.05M | 3.60% |
| 2019-02-12 | Standard Life Aberdeen plc | 1.28M | 4.40% |
| 2019-02-12 | Aberdeen U.S. Small Cap Equity Fund | 909.57K | 3.10% |
| 2019-02-08 | (. | 1.9M | 6.47% |
| 2019-02-06 | (1) BlackRock, Inc. | 2.26M | 7.70% |
| 2018-02-14 | 52-0556948 | 1.8M | 6.10% |
| 2018-02-14 | 52-0556948 | 1.8M | 6.10% |
| 2018-02-06 | Standard Life Aberdeen plc | 2.53M | 8.70% |
| 2018-02-06 | Aberdeen U.S. Small Cap Equity Fund | 1.85M | 6.40% |
| 2018-02-06 | Aberdeen Asset Management Inc. | 2.09M | 7.20% |
| 2018-02-06 | Aberdeen Asset Management Inc. | 2.09M | 7.20% |
| 2018-02-06 | Aberdeen U.S. Small Cap Equity Fund | 1.85M | 6.40% |
| 2018-02-06 | Standard Life Aberdeen plc | 2.53M | 8.70% |
| 2018-01-23 | (1) BlackRock, Inc. | 1.8M | 6.20% |
| 2017-02-08 | Aberdeen Asset Management PLC | 1.37M | 5.20% |
| 2017-02-08 | Aberdeen Asset Management PLC | 1.37M | 5.20% |
| 2017-01-27 | (1) BlackRock, Inc. | 1.73M | 6.50% |
| 2015-01-29 | (1) BlackRock, Inc. | 1.07M | 6.60% |
| 2014-02-18 | 74-3243565 | 250.23K | 1.54% |
| 2014-02-18 | 74-3243565 | 250.23K | 1.54% |
| 2014-01-31 | (1) BlackRock, Inc. | 1.13M | 7.00% |
| 2013-02-15 | 74-3243565 | 1.19M | 7.08% |
| 2013-02-15 | 74-3243565 | 1.19M | 7.08% |
| 2013-02-05 | (1) BlackRock, Inc. | 1.01M | 6.02% |
| 2012-04-12 | Univest Bank and Trust Co. | 974.32K | 5.80% |
| 2012-02-14 | 74-3243565 | 1.14M | 6.84% |
| 2012-02-08 | (1) BlackRock, Inc. | 972.7K | 5.82% |
| 2011-01-31 | 74-3243565 | 1.09M | 6.57% |
| 2011-01-31 | 74-3243565 | 1.09M | 6.57% |
| 2010-01-29 | BlackRock for purposes of Schedule 13G filings. | 915.44K | 5.57% |
| 2010-01-26 | 74-3243565 | 1.07M | 6.51% |
| 2010-01-26 | 74-3243565 | 1.07M | 6.51% |
| 2007-01-18 | Univest National Bank and Trust Co. | 1.15M | 8.87% |
UVSP Enterprise Value History
Annual
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2025-12-31 | $32.74 | 28.73M | $940.78M | $553.71M | $351.81M | $738.88M |
| 2024-12-31 | $29.51 | 29.13M | $859.71M | $328.84M | $416.93M | $947.8M |
| 2023-12-31 | $22.03 | 29.43M | $648.41M | $249.8M | $499.92M | $898.53M |
| 2022-12-31 | $26.13 | 29.39M | $768.04M | $152.8M | $473.55M | $1.09B |
| 2021-12-31 | $29.92 | 29.4M | $879.5M | $890.15M | $247.43M | $236.78M |
| 2020-12-31 | $20.58 | 29.2M | $600.89M | $219.86M | $349.11M | $730.15M |
| 2019-12-31 | $26.78 | 29.19M | $781.79M | $125.13M | $319.89M | $976.55M |
| 2018-12-31 | $21.57 | 29.18M | $629.35M | $109.42M | $429.67M | $949.6M |
| 2017-12-31 | $28.05 | 26.86M | $753.48M | $75.41M | $355.59M | $1.03B |
| 2016-12-31 | $30.90 | 23.1M | $713.73M | $57.82M | $417.78M | $1.07B |
Quarterly
| Date | Stock Price | Shares Outstanding | Market Cap | Cash & Equivalents | Total Debt | Enterprise Value |
|---|---|---|---|---|---|---|
| 2026-06-30 | $43.75 | 27.74M | $1.21B | $79.49M | $269.68M | $1.4B |
| 2026-03-31 | $34.26 | 28.03M | $960.41M | $222.36M | $327.76M | $1.07B |
| 2025-12-31 | $32.74 | 28.38M | $929.04M | $553.71M | $351.81M | $727.13M |
| 2025-09-30 | $30.02 | 28.72M | $862.08M | $816.74M | $241.26M | $286.61M |
| 2025-06-30 | $30.04 | 28.86M | $866.93M | $160.36M | $385.89M | $1.09B |
| 2025-03-31 | $28.36 | 29M | $822.47M | $169.13M | $358.48M | $1.01B |
| 2024-12-31 | $29.51 | 29.13M | $859.71M | $328.84M | $416.93M | $947.8M |
| 2024-09-30 | $28.14 | 29.13M | $819.8M | $504.7M | $414.64M | $729.74M |
| 2024-06-30 | $22.72 | 29.25M | $664.49M | $190.91M | $443.81M | $917.39M |
| 2024-03-31 | $20.35 | 29.41M | $598.57M | $201.61M | $437.45M | $834.41M |
| 2023-12-31 | $22.03 | 29.5M | $649.88M | $249.8M | $499.92M | $900M |
| 2023-09-30 | $17.38 | 29.48M | $512.35M | $290.34M | $517.33M | $739.33M |