41.09
+1.53%
Close of 9 Nov 2026, in USD
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About Univest Financial
From its filings with the US Securities and Exchange Commission
Univest Financial is based in Souderton, Pennsylvania and is incorporated in Pennsylvania. Its shares trade on Nasdaq under the ticker UVSP. The SEC classifies its business as state commercial banks. In the fiscal year to 31 December 2025, it reported revenue of $328.1m and net income of $90.8m. At that date it held total assets of $8.44bn and shareholders' equity of $943.3m.
The Corporation is a Pennsylvania corporation, organized in 1973, and registered as a bank holding company pursuant to the Bank Holding Company Act of 1956. The Corporation owns all of the capital stock of Univest Bank and Trust Co. (the "Bank") and is the sole member of 1876 Double Eagle LLC. The consolidated financial statements include the accounts of the Corporation and its wholly owned subsidiaries, the Bank and 1876 Double Eagle LLC. The Corporation's and the Bank's headquarters are located at 14 North Main Street, Souderton, Pennsylvania 18964. At December 31, 2025, the Corporation had total assets of $8.4 billion, net loans and leases of $6.8 billion, total deposits of $7.1 billion and total shareholders' equity of $943.3 million.
The Bank is a Pennsylvania state-chartered bank and trust company. As a state-chartered member bank of the Federal Reserve System, the Bank is regulated primarily by the Pennsylvania Department of Banking and Securities and the Federal Reserve Bank of Philadelphia.
The Bank is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. Through its wholly-owned subsidiaries, the Bank provides a variety of financial services throughout its markets of operation.
Quoted from its 10-K, filed 23 Feb 2026. Read the filing on SEC.gov ↗
Company facts
- Sector
- Financials
- Industry
- Banks
- Listed since
- 27 Oct 1993
- Employees
- 960
- Website
- univest.net ↗
- Head office
- 14 NORTH MAIN STREET, SOUDERTON, PA, 18964
- Incorporated in
- PA
- Classification
- State Commercial Banks
- Filer status
- Large accelerated filer
Leadership
Pay as last reported
- Mr. Jeffrey SchweitzerChairman of the Board, President, Chief Executive Officer, since 2007$1.9m
- Mr. Brian RichardsonChief Financial Officer, Senior Executive Vice President of Corporation and Bank$853,201
- Mr. Michael KeimChief Operating Officer, Senior Executive Vice President of the Corporation, President and Director of the Bank$1.1m
- Ms. Megan SantanaSenior Executive Vice President, Chief Risk Officer, General Counsel of the Corporation and the Bank$724,800
- Mr. Patrick McCormickSenior Executive Vice President and Chief Commercial Banking Officer$715,267
- Ms. Eleni MoniosExecutive Vice President and Chief Credit Officer of the Bank
- Mr. Joseph BeebeLead Independent Director$117,902
- Mr. Todd BenningIndependent Director$96,610
- Mr. Domenick CamaIndependent Director$8,333
- Mr. Martin ConnorIndependent Director$86,110
- Ms. Suzanne KeenanIndependent Director$105,110
- Ms. Natalye PaquinIndependent Director$92,360
Environmental, social and governance
Scores out of 100, from our data supplier
- Overall
- 52
- Environment
- 29
- Social
- 77
- Governance
- 51
- Women in the workforce
- 56%
- Carbon reduction policy
- No
- Human rights policy
- No
SWOT analysis
AI-generated by our data supplier. Not written or checked by our editors.
Strengths
- Univest Financial Corp has a strong brand reputation with a long-standing presence in the financial industry.
- The company has a diverse range of financial products and services, including banking, insurance, and wealth management, providing a comprehensive solution to customers' needs.
- Univest Financial Corp has a well-established customer base and has built strong relationships with its clients over the years.
Weaknesses
- The company may face challenges in terms of increasing competition from both traditional financial institutions and emerging fintech companies.
- Univest Financial Corp's dependence on the local market may limit its growth potential, as it may be vulnerable to economic fluctuations in specific regions.
- The company's reliance on traditional banking methods might hinder its ability to quickly adapt to rapidly evolving customer preferences and technological advancements.
Opportunities
- The growing demand for digital banking and technological advancements presents an opportunity for Univest Financial Corp to enhance its online banking platforms and attract tech-savvy customers.
- Expanding into new geographical markets or diversifying its product offerings could provide Univest Financial Corp with opportunities for growth and revenue generation.
- The increasing focus on sustainable investing and socially responsible financial services allows Univest Financial Corp to tap into a growing market segment by offering environmentally friendly investment products.
Threats
- Changes in regulations and compliance requirements pose a threat to Univest Financial Corp's operations and may increase operational costs.
- Market volatility and economic downturns can impact the company's financial performance and asset quality.
- Cybersecurity threats and data breaches pose a risk to Univest Financial Corp's reputation and could result in financial losses and customer distrust.
Sources and methodology
- Data on this tab
- Our data supplier
- Chart on the Overview
- TradingView
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