Insider Chart Past 6 Months
Technical Chart
Filings by transaction date
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Performance Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,444Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:1,479Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-442Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-577Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-362Price:$19.56
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:442Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:577Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Performance Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:5,010Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,148Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-489Price:--
Filings by filing date
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Performance Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:3,444Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:1,479Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-442Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-577Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:F - Payment of exercise price or tax liability, exercise or vesting of a security under Rule 16b-3# or value acquired/disposed of:-362Price:$19.56
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:442Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:Monios Eleni SOwnership Type:Direct OwnershipSecurities:CommonNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:577Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Performance Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:5,010Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:A - Grant, award or other under Rule 16b-3(d)# or value acquired/disposed of:2,148Price:--
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Mar 15, 2024 (filed on Mar 19, 2024)Insider Name:McCormick Patrick COwnership Type:Direct OwnershipSecurities:Restricted Stock UnitsNature of Transaction:M - Exercise or conversion exempt under rule 16b-3# or value acquired/disposed of:-489Price:--
News
Biz Brief
Sector: Financials | Industry: Banks |
See Regulatory Filings on SEC |
Company Contact | |
Address: | 14 NORTH MAIN STREET, PO Box 197 SOUDERTON PA 18964 |
Tel: | 1-215-7212446 |
Website: | https://www.univest.net |
IR: | See website |
Key People | ||
Jeffrey M. Schweitzer Chairman of the Board, President, Chief Executive Officer | Brian Jason Richardson Chief Financial Officer, Senior Executive Vice President of Corporation and Bank | Michael S. Keim Chief Operating Officer, Senior Executive Vice President of the Corporation, President and Director of the Bank |
Megan D. Santana Senior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank | Patrick McCormick Executive Vice President, Chief Credit Officer of the Bank |
Business Overview |
Univest Financial Corporation is a bank holding company for Univest Bank and Trust Co. (the Bank). The Bank is a state-chartered bank and trust company. The Company has three segments: Banking, Wealth Management and Insurance. Banking segment provides financial services to individuals, businesses, municipalities and non-profit organizations. These services include a full range of banking services, such as deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. Wealth Management segment offers investment advisory, financial planning, trust and brokerage services. The segment serves a diverse client base of private families and individuals, municipal pension plans, retirement plans, trusts and guardianships. Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines and human resources consulting. |
Financial Overview |
For the fiscal year ended 31 December 2023, Univest Financial Corp interest income increased 47% to $371.7M. Net interest income after loan loss provision increased 2% to $209.2M. Net income decreased 9% to $71.1M. Net interest income after loan loss provision reflects Banking segment increase of 2% to $218.2M. Net income was offset by Banking segment income decrease of 5% to $70.7M, Other segment loss increase of 64% to $9M. |
Employees: | 979 as of Dec 31, 2023 |
Reporting Currency: | U.S. Dollars |
Enterprise value: | $672.82M as of Dec 31, 2023 |
Annual revenue (TTM): | $371.73M as of Dec 31, 2023 |
EBITDA (TTM): | $156.98M as of Dec 31, 2023 |
Net annual income (TTM): | $71.10M as of Dec 31, 2023 |
Free cash flow (TTM): | $57.97M as of Dec 31, 2023 |
Net Debt Last Fiscal Year: | $82.25M as of Dec 31, 2023 |
Shares outstanding: | 29,528,633 as of Feb 9, 2024 |
TTM: Trailing Twelve Months EBITDA: Earnings Before Interest, Taxes, Depreciation, & Amortization |