UNIVEST FINANCIAL Corp (UVSP)

Univest Financial Corp. is a holding company, which engages in the provision of financial solutions for individuals, businesses, municipalities, and non-profit organizations. It operates through the following segments: Banking, Wealth Management, and Insurance. The Banking segment includes banking services such as deposit taking, loan origination and servicing, mortgage banking, and equipment lease financing. The Wealth Management segment offers investment advisory, financial planning, trust, and brokerage services. The Insurance segment is involved in insurance brokerage agency offering commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting. The company was founded in 1973 and is headquartered in Souderton, PA.

Address

14 NORTH MAIN STREET
SOUDERTON, PA 18964

Founded

1973

Number of Employees

979

Buyback

Buyback Data 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
$ Amount Purchased
($ in 000s)
$2,043 $12,014 $1,360 - $3,600 - $4,000 - $11,382 $462 $10,488 $5,668
Average Price $18.41 $19.74 $20.60 - $24.00 - $21.61 - $25.29 $17.43 $20.71 $21.56
# Shares Purchased 110,997 608,757 66,000 - 150,000 - 185,072 - 450,000 26,485 506,315 262,953
Buyback Performance 2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 Average
Total Return to Date 52.1% 41.9% 35.9% - 16.7% - 29.6% - 10.7% 60.6% 35.2% 29.9%
S&P 500 Return to Date 183.0% 174.1% 169.7% - 105.7% - 75.5% - 37.8% 31.9% 8.1% 98.2%
Excess Total Return -130.9% -132.2% -133.7% - -89.0% - -46.0% - -27.1% 28.8% 27.0% -68.3%
Quartile Rank
Percentile Rank 46% 46% 43% - 43% - 45% - 55% 88% 91% 60%
Buyback returns calculated using weighted average buyback price over the last 10 years and comparing to current day stock price value. S&P 500 used as benchmark for excess return.
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