Univest Financial Corp (UVSP)

FINANCE: BANKS
SIC: STATE COMMERCIAL BANKS

14 NORTH MAIN STREET SOUDERTON, PA 18964

Conducts a general commercial banking business through wholly owned Univest National Bank and Trust Co., providing banking and trust services through 36 branches in Montgomery and Bucks counties, PA. Also provides banking and trust services for several retirement home communities.

Data as of 2020-07-04
Market Cap437.809 Million Shares Outstanding29.187 Million Avg 30-day Volume121.9 Thousand
P/E Ratio8.9 Dividend Yield5.333 EPS1.72
Price/Sales2.076 Price cash flow ratio6.7 Price free cash flow ratio13.3
Book Value22.32 Price to Tangible Book0.95 Alpha-0.01
Short Interest Ratio % Short Interest to Float R-squared0.307059
BETA1.01541 52-week High/Low27.8 / 13.2 Stddev0.078034
View SEC Filings from UVSP instead.
Q1 2020 All Institutions Hedge Funds 1
Filers who had this stock in their top 10: 2 1 (0.07%)
13F Filers holding this stock: 129 40 (2.62%)
Aggregate 13F shares on 03/31/2020: 20.018 Million 9.152 Million
Aggregate 13F shares on 12/31/2019: 20.144 Million 9.682 Million
Percent change: -0.63% -5.47%
Funds creating new positions: 8 2
Funds Adding to an existing position: 47 14
Funds closing out their position: 26 15
Funds reducing their position: 47 19
1 hedge funds as identified by whalewisdom.com through public filings.

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Funds Holding UVSP (via 13F filings)

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*Shares are split adjusted
*Please note that if a filer hasn't submitted a 13F filing for a quarter then the filer's shares will be listed as "Sold All"

Mutual Funds Holding UVSP BETA

Active Schedule 13D and 13G filings

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Open Market Buys/Sells Last 60 Days

Open Market Buys (P)

7.1 Thousand total shares from 5 transactions

Open Market Sells (S)

none

Exercise Derivative Conversion (M)

none

Current/Former Insiders

Insider Name Type Last Reported Shares Held Last Reported Date Filings in past year

BALLOU ROGER H

  • Director
19,499 2020-06-22 2

MOYER GLENN E

  • Director
12,827 2020-05-12 5

KEENAN SUZANNE

  • Director
12,100 2020-05-12 4

PAQUIN NATALYE

  • Director
5,643 2020-04-27 4

BROBST DUANE J SR EVP & CHIEF CREDIT OFFICER

  • Officer
38,820 2020-03-15 3

SCHWEITZER JEFFREY M PRESIDENT & CEO

  • Officer
  • Director
51,480 2020-03-15 5

KEIM MICHAEL S SENIOR EVP

  • Officer
31,631 2020-03-15 3

SANTANA MEGAN D EVP & CHIEF RISK OFFICER

  • Officer
  • GENERAL COUNSEL
5,088 2020-03-15 3

RICHARDSON BRIAN J EVP & CFO

  • Officer
5,435 2020-03-15 2

PETRO THOMAS M

  • Director
80,669 2020-03-12 3

ZIMMERMAN CHARLES H

  • Director
7,611 2020-02-12 3

MOYER K LEON

  • Director
82,705 2020-01-31 2

AICHELE WILLIAM S

  • Director
144,641 2020-01-31 3

TURNER MICHAEL L.

  • Director
22,426 2020-01-31 2

BENNING TODD S

  • Director
35,268 2020-01-31 2

WONDERLING ROBERT C

  • Director
6,064 2020-01-31 2

CONNER ERIC W EXECUTIVE VICE PRESIDENT

  • Officer
9,661 2018-12-31 0

DEACON ROGER S SENIOR EVP AND CFO

  • Officer
70,576 2018-12-31 0

DELP R LEE

  • Director
No longer subject to file 2018-10-01 0

MORRAL WILLIAM G

  • Director
No longer subject to file 2018-10-01 0

SCHLOSSER MARK A

  • Director
No longer subject to file 2018-04-17 0

NORRIS KEVIN BRIAN PRES - INVEST. & WEALTH MGMT

  • Officer
21,526 2017-12-31 0

SHELLY P GREGORY

  • Director
No longer subject to file 2017-12-01 0

CLEMENS DOUGLAS C

  • Director
15,675 2017-07-26 0

ZOOK MARGARET K

  • Director
No longer subject to file 2017-05-01 0

LIDDLE MARY E SVP & CONTROLLER

  • Officer
6,437 2017-02-14 0

JACKSON PHILIP C. PRESIDENT, COMMERCIAL BANKING

  • Officer
27,712 2016-12-31 0

TEJKL KAREN E SENIOR VP, COMPLIANCE OFFICER

  • Officer
1,152 2016-01-31 0

SCANNAPIECO THOMAS

  • Director
59,728 2016-01-31 0

GOLDSTEIN JAY R. PRESIDENT, COMMERCIAL BANKING

  • Officer
271,344 2016-01-31 0

LEWIS H PAUL

  • Director
21,994 2015-01-31 0

HOCHSTETLER KENNETH D SENIOR EXECUTIVE VP

  • Officer
97,474 2014-02-15 0

MININGER H RAY

  • Director
40,047 2012-09-24 0

ANDERS MARVIN A

  • Director
187,590 2010-12-31 0

LEIDY THOMAS

  • Director
No longer subject to file 2010-12-31 0

DAVIS MARC B

  • ATTORNEY
16,780 2010-12-31 0

YOUNG JOHN U

  • Director
No longer subject to file 2010-12-31 0

HOEFLICH CHARLES H

  • Director
217,377 2010-12-31 0

NORMAN L KELLER

  • Director
81,076 2008-12-31 0

MOYER MERRILL S

  • Director
133,845 2008-12-31 0

SWARTLEY RICHARD R EXECUTIVE VICE PRESIDENT

  • Officer
36,610 2008-01-31 0

BIELER WALLACE H SENIOR EXECUTIVE VP & CFO

  • Officer
48,039 2007-12-31 0

BERGEY JAMES L

  • Director
No longer subject to file 2007-12-31 0

Insider Transactions Last 60 Days

Reporting Owners Transaction Date Transaction Code Shares Share Price Acquired or Disposed Shares Owned Following Transaction Combined shares owned after filing Direct/Indirect Ownership 10b-5

KEENAN SUZANNE - Director

2020-05-12 P 1,800 $15.39 a 6,100 12,100.00 direct

KEENAN SUZANNE - Director

2020-05-12 P 700 $15.51 a 9,100 12,100.00 direct

MOYER GLENN E - Director

2020-05-12 P 500 $15.00 a 12,827 12,827.02 direct

KEENAN SUZANNE - Director

2020-05-12 P 2,300 $15.40 a 8,400 12,100.00 direct

KEENAN SUZANNE - Director spouse

2020-05-12 P 1,800 $15.43 a 3,000 12,100.00 indirect
Transaction Code Definitions
Code Definition
A Grant, award or other acquisition pursuant to Rule 16b-3(d)
C Conversion of derivative security
D Disposition to the issuer of issuer equity securities pursuant to Rule 16b-3(e)
E Expiration of short derivative position
F Payment of exercise price or tax liability by delivering or withholding securities incident to the receipt, exercise or vesting of a security issued in accordance with Rule 16b-3
G Bona fide gift
H Expiration (or cancellation) of long derivative position with value received
I Discretionary transaction in accordance with Rule 16b-3(f) resulting in acquisition or disposition of issuer securities
J Other acquisition or disposition
L Small acquisition under Rule 16a-6
M Exercise or conversion of derivative security exempted pursuant to Rule 16b-3
O Exercise of out-of-the-money derivative security
P Open market or private purchase of non-derivative or derivative security
S Open market or private sale of non-derivative or derivative security
U Disposition pursuant to a tender of shares in a change of control transaction
W Acquisition or disposition by will or the laws of descent and distribution
X Exercise of in-the-money or at-the-money derivative security
Z Deposit into or withdrawal from voting trust

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