UNIVEST FINANCIAL Corp
Close on Oct 19, 2026
- Market cap
- $1.15B
- P/E (TTM)
- 11.9
- Dividend yield
- 2.12%
About Univest Financial
State Commercial Banks, SIC 6022
Univest Financial Corporation operates as a bank holding company that delivers domestic banking, wealth management, and insurance services. Its operations are organized into three segments: banking, wealth management, and insurance. Through its subsidiaries, the organization provides banking solutions, equipment financing, securities brokerage, investment advisory services, municipal pension consulting, and independent insurance agency offerings. The company directs these products and financial services toward individual consumers, businesses, municipalities, and non-profit organizations.
The Corporation maintains its headquarters in Souderton, Pennsylvania. It provides services across 19 counties in Southeastern, Central, and Western Pennsylvania, as well as three counties in New Jersey and five counties in Maryland. The company operates 38 financial centers, with 27 facilities concentrated in Montgomery, Bucks, Lancaster, and Philadelphia counties in Pennsylvania. Univest employs 960 individuals to conduct its operations and support its regional branch network.
Summary of the business section of Univest Financial's latest annual report, written by StockData.
Company profile
Company
- Legal name
- UNIVEST FINANCIAL Corp
- Founded
- 1973
- Headquarters
- Souderton, PA
- Address
- 14 North Main Street, Po Box 197 18964
- Phone
- (215) 721-2400
- Website
- univest.net
- Employees
- 960, Dec 31, 2025
- Industry
- State Commercial Banks
- Incorporated in
- Pennsylvania
- Fiscal year ends
- December 31
- Auditor
- KPMG, LLP, Philadelphia, PA
Stock & identifiers
- Ticker
- UVSP
- Exchange
- Nasdaq
- IPO date
- Apr 16, 1998
- Shares outstanding
- 28M, Jul 27, 2026
- Public float
- $852.60M, Jun 30, 2025
- Filer category
- Large accelerated filer
- Stock splits
- 3-for-2, May 2, 2005; 5-for-4, Mar 3, 2003; 2-for-1, May 4, 1998
- SEC CIK
- 102212
- CUSIP
- 915271100
- ISIN
- US9152711001
- LEI
- 4WII2HCR8UEWNU03U507
- EIN
- 23-1886144
Executives and directors
Officers and directors who filed ownership reports (Forms 3, 4, 5) in the last two years
| Name | Position | Shares owned |
|---|---|---|
| Jeffrey M. Schweitzer | Chairman, President & CEO, Director | 110,614 |
| Brian J. Richardson | Sr EVP & CFO | 24,228 |
| Megan D. Santana | Sr EVP & Chief Risk Officer | 38,762 |
| Michael S. Keim | Senior EVP & COO | 74,224 |
| Patrick C. McCormick | SEVP & Chief Comm Bank Officer | 15,032 |
| Eleni S. Monios | EVP & Chief Credit Officer | 2,976 |
| Thomas M. Petro | Director | 47,283 |
| Michael L. Turner | Director | 24,684 |
| Natalye Paquin | Director | 17,004 |
| Robert C. Wonderling | Director | 19,373 |
| Todd S. Benning | Director | 18,746 |
| Suzanne Keenan | Director | 19,075 |
| Joseph P. Beebe | Director | 12,166 |
| Charles H. Zimmerman | Director | 17,419 |
| Martin P. Connor | Director | 8,076 |
| Anne Vazquez | Director | 8,016 |
| Domenick A. Cama | Director | – |
CEO pay and shareholder return
Pay versus performance table from the proxy statement
| Fiscal year | CEO total pay | CEO pay actually paid | Other executives (avg) | Value of $100 invested | Peer group |
|---|---|---|---|---|---|
| FY2025 1.Jeffrey M. Schweitzer | $2.10M | $2.25M | $932.72K | $188 | $129 |
| FY2024 1.Jeffrey M. Schweitzer | $1.92M | $2.48M | $851.30K | $164 | $124 |
| FY2023 1.Jeffrey M. Schweitzer | $1.63M | $1.44M | $717.30K | $118 | $106 |
| FY2022 1.Jeffrey M. Schweitzer | $1.84M | $1.74M | $806.22K | $135 | $114 |
| FY2021 1.Jeffrey M. Schweitzer | $1.65M | $2.09M | $691.26K | $150 | $140 |
| FY2020 1.Jeffrey M. Schweitzer | $1.71M | $1.26M | $735.26K | $80 | $89 |
“Actually paid” adjusts reported pay for changes in the value of equity awards. Shareholder return assumes $100 invested at the start of the measurement period, as disclosed by the company.
Employees
Headcount reported in annual reports
“As of December 31, 2025, we employed 960 individuals, approximately 94% of whom are full-time and of which approximately 56% are women.”
Corporate history
Events identified from SEC filings
| Date | Event | Details |
|---|---|---|
| Dec 19, 2025 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Dec 13, 2018 | Name change | Name changed from UNIVEST CORP OF PENNSYLVANIA to UNIVEST FINANCIAL Corp |
| Aug 4, 2016 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Jul 1, 2016 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Feb 26, 2016 | Merger | Registration of securities for a merger or exchange offer (S-4) |
| Jan 7, 2015 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Jan 2, 2015 | Acquisition / sale | Completion of acquisition or disposition of assets (8-K Item 2.01) |
| Aug 21, 2014 | Merger | Registration of securities for a merger or exchange offer (S-4) |