univest corporation of pennsylvania is a vital, growing company with deep ties to its local communities. our rich history is enhanced by our desire to remain close to our customers, so we can deliver excellent service and solutions to meet their financial needs. univest's financial solutions for your life and business include banking, insurance, investments, trust, wealth management, leasing, and mortgage banking. univest corporation of pennsylvania (uvsp), including its wholly-owned subsidiary, univest bank and trust co., member fdic, has approximately $4.4 billion in assets and $3.5 billion in assets under management and supervision through its wealth management lines of business as of september 30, 2017. headquartered in souderton, pa. and founded in 1876, the corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations in the mid-atlantic region. univest delivers these services through a network
Company profile
Ticker
UVSP
Exchange
Website
CEO
Jeffrey Schweitzer
Employees
Incorporated
Location
Fiscal year end
Sector
Industry (SIC)
Former names
UNIVEST CORP OF PENNSYLVANIA
SEC CIK
Corporate docs
Subsidiaries
a.Girard Advisory Services, LLC • b.Girard Benefits Group, LLC • c.Girard Investment Services, LLC • d.Girard Pension Services, LLC • e.Univest Capital, Inc. • f.Univest Insurance, LLC ...
IRS number
231886144
UVSP stock data
Latest filings (excl ownership)
10-Q
2024 Q1
Quarterly report
30 Apr 24
8-K
Submission of Matters to a Vote of Security Holders
26 Apr 24
8-K
Univest Financial Corporation Reports First Quarter Results
25 Apr 24
8-K
Other Events
17 Apr 24
EFFECT
Notice of effectiveness
22 Mar 24
ARS
2023 FY
Annual report to shareholders
15 Mar 24
DEF 14A
Definitive proxy
15 Mar 24
8-K
Departure of Directors or Certain Officers
11 Mar 24
S-3
Shelf registration
26 Feb 24
10-K
2023 FY
Annual report
26 Feb 24
Transcripts
UVSP
Earnings call transcript
2024 Q1
25 Apr 24
UVSP
Earnings call transcript
2023 Q4
25 Jan 24
UVSP
Earnings call transcript
2023 Q3
26 Oct 23
UVSP
Earnings call transcript
2023 Q2
27 Jul 23
UVSP
Earnings call transcript
2023 Q1
29 Apr 23
UVSP
Earnings call transcript
2023 Q1
27 Apr 23
UVSP
Earnings call transcript
2022 Q4
26 Jan 23
UVSP
Earnings call transcript
2022 Q3
30 Oct 22
UVSP
Earnings call transcript
2022 Q2
29 Jul 22
UVSP
Earnings call transcript
2022 Q1
30 Apr 22
Latest ownership filings
4
Michael S Keim
16 May 24
4
JEFFREY M SCHWEITZER
13 May 24
144
Notice of proposed sale of securities
9 May 24
13F-HR
Quarterly holdings report by institutional manager
8 May 24
4
Natalye Paquin
7 May 24
4
Brian J Richardson
19 Mar 24
4
Patrick C McCormick
19 Mar 24
4
Eleni S Monios
19 Mar 24
4
Megan D Santana
19 Mar 24
4
Michael S Keim
19 Mar 24
Financial summary
Quarter (USD) | Mar 24 | Dec 23 | Sep 23 | Jun 23 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Annual (USD) | Dec 23 | Dec 22 | Dec 21 | Dec 20 | |
---|---|---|---|---|---|
Revenue | |||||
Cost of revenue | |||||
Operating income | |||||
Operating margin | |||||
Net income | |||||
Net profit margin | |||||
Cash on hand | |||||
Change in cash | |||||
Diluted EPS |
Cash burn rate (est.) | Burn method: Change in cash | Burn method: Operating income | Burn method: FCF (opex + capex) | Last Q | Avg 4Q | Last Q | Avg 4Q | Last Q | Avg 4Q |
---|---|---|---|---|---|---|
Cash on hand (at last report) | 201.61 mm | 201.61 mm | 201.61 mm | 201.61 mm | 201.61 mm | 201.61 mm |
Cash burn (monthly) | 16.06 mm | (no burn) | (no burn) | (no burn) | (no burn) | (no burn) |
Cash used (since last report) | 33.24 mm | n/a | n/a | n/a | n/a | n/a |
Cash remaining | 168.37 mm | n/a | n/a | n/a | n/a | n/a |
Runway (months of cash) | 10.5 | n/a | n/a | n/a | n/a | n/a |
Institutional ownership, Q4 2023
1.3% owned by funds/institutions
13F holders | Current |
---|---|
Total holders | 15 |
Opened positions | 0 |
Closed positions | 119 |
Increased positions | 7 |
Reduced positions | 3 |
13F shares | Current |
---|---|
Total value | 8.58 bn |
Total shares | 390.76 k |
Total puts | 0.00 |
Total calls | 0.00 |
Total put/call ratio | – |
Largest owners | Shares | Value |
---|---|---|
Assenagon Asset Management | 177.04 k | $3.90 bn |
IVC Wealth Advisors | 40.74 k | $897.44 mm |
Compass Ion Advisors | 38.24 k | $842.38 mm |
BLB&B Advisors | 33.16 k | $730.58 mm |
Raymond James & Associates | 30.77 k | $677.95 mm |
Insight Advisors, LLC/ PA | 16.25 k | $357.99 mm |
First Hawaiian Bank | 14.64 k | $322.61 mm |
Mirae Asset Global Investments | 12.53 k | $276.08 mm |
Everhart Financial | 11.29 k | $248.65 mm |
Hendershot Investments | 7.68 k | $169.17 mm |
Recent insider trades
Date | Owner | Security | Transaction | Code | Indirect | 10b5-1 | $Price | #Shares | $Value | #Remaining |
---|---|---|---|---|---|---|---|---|---|---|
16 May 24 | Keim Michael S | Common Stock | Sell | Dispose S | No | No | 22.75 | 1,141 | 25.96 k | 55,679.077 |
16 May 24 | Keim Michael S | Common Stock | Option exercise | Acquire M | No | No | 18.52 | 1,141 | 21.13 k | 56,820.077 |
16 May 24 | Keim Michael S | Stock Options Common | Option exercise | Dispose M | No | No | 18.52 | 1,141 | 21.13 k | 0 |
15 May 24 | Keim Michael S | Common Stock | Sell | Dispose S | No | No | 22.765 | 859 | 19.56 k | 55,679.077 |
15 May 24 | Keim Michael S | Common Stock | Option exercise | Acquire M | No | No | 18.52 | 859 | 15.91 k | 56,538.077 |
15 May 24 | Keim Michael S | Stock Options Common | Option exercise | Dispose M | No | No | 18.52 | 859 | 15.91 k | 1,141 |
9 May 24 | Schweitzer Jeffrey M | Common Stock | Sell | Dispose S | No | No | 22.5519 | 9,000 | 202.97 k | 90,187.104 |
9 May 24 | Schweitzer Jeffrey M | Common Stock | Option exercise | Acquire M | No | No | 18.52 | 3,412 | 63.19 k | 99,187.104 |
9 May 24 | Schweitzer Jeffrey M | Common Stock | Option exercise | Acquire M | No | No | 18.52 | 5,588 | 103.49 k | 95,775.104 |
9 May 24 | Schweitzer Jeffrey M | Non Qualified Stock Options Common | Option exercise | Dispose M | No | No | 18.52 | 3,412 | 63.19 k | 0 |