Univest Financial Corporation
Financial ServicesNASDAQ:UVSP · NASDAQ Global Select
+$0.56 today
Vol 0.18M · Avg 0.20M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
9.6%
avg 8.4%
ROIC
6.9%
avg 5.7%
ROA
1.1%
avg 1.0%
Analysis
ROE is currently the strongest return metric at 9.6% versus its period average of 8.4%. 0 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Jeffrey Schweitzer | Chairman, President & Chief Executive Officer | $1.53M | — | 52 | $124,446.10 | 0.45% |
Michael S. Keim | Senior EVP & COO | $912,791.00 | — | 58 | $66,979.08 | 0.24% |
Brian J. Richardson | Senior Executive Vice President & Chief Financial Officer | $725,126.00 | — | 42 | $0.00 | <0.01% |
Megan Duryea Santana | Senior EVP, Chief Risk Officer, General Counsel & Corporate Secretary | $627,149.00 | — | 49 | $38,762.26 | 0.14% |
Patrick C. McCormick | Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co. | $615,844.00 | — | 48 | $15,032.00 | 0.05% |
Craig Portner | Senior Vice President & Relationship Manager | — | — | — | — | — |
Theresa Fosko | Executive Vice President & Chief Human Resources Officer | — | — | — | — | — |
Nicole Heverly | Senior Vice President & Director of Corporate Communications | — | — | — | — | — |
Annette D. Szygiel | Chief Experience Officer & Executive Vice President | — | — | — | — | — |
Karen Elizabeth Tejkl | Senior Vice President | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
4
$58,829.95
Sells
11
$2.63M
Net Sentiment
$2.57M
Net selling
Most Active
Paquin Natalye
5 transactions
1–10 of 15
Analysis
Insiders reported 4 buys worth $58,829.95 and 11 sells worth $2.63M over the last 12 months. That adds up to net selling of $2.57M. Paquin Natalye was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +3.9% | +8.7% (12yr)2 analysts |
| Revenue | N/A | N/A | +11.1% | +7.4% (12yr)2 analysts |
| Net Income | N/A | N/A | +9.3% | +12.2% (12yr)2 analysts |
| EBIT | N/A | N/A | +11.9% | +8.1% (12yr)2 analysts |
Analysis
Recent growth has been strongest in EBIT at +11.9% over three years. Forward estimates point to Net Income at +12.2% (12yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages UVSP?
Univest Financial Corporation (UVSP) lists 10 active executives. The top listed executive is Patrick C. McCormick, Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co..
Are UVSP insiders buying or selling?
Recent insider activity shows net selling of $3.62M.
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