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UNIVEST FINANCIAL Corp (UVSP) Stock Fundamental Analysis & AI Rating 2026

UVSP Nasdaq State Commercial Banks PA CIK: 0000102212
Recently Updated • Analysis: Apr 18, 2026 • SEC Data: 2025-12-31
📅 Next earnings: Apr 22, 2026 (in 4 days) • After-hours ET • EPS est. $0.84 (vs $0.77 prior year) • All earnings →
BUY
75% Conf
Pending
Analysis scheduled

📊 UVSP Key Takeaways

Revenue: $328.1M
Net Margin: 27.7%
Free Cash Flow: $96.9M
Current Ratio: N/A
Debt/Equity: 0.22x
EPS: $3.13
AI Rating: BUY with 75% confidence
UNIVEST FINANCIAL Corp (UVSP) receives a BUY rating with 75% confidence from our AI fundamental analysis based on SEC 10-K filings. With revenue of $328.1M, net profit margin of 27.7%, and return on equity (ROE) of 9.6%, UNIVEST FINANCIAL Corp demonstrates strong fundamentals in the Finance sector. Below is our complete UVSP stock analysis for 2026.

Is UNIVEST FINANCIAL Corp (UVSP) a Good Investment?

Claude

UVSP demonstrates exceptional operational efficiency with 27.7% net margins and 21.3% EPS growth, supported by conservative 0.22x leverage and robust 96.9M free cash flow generation. While revenue decline of 23.8% YoY warrants monitoring, current earnings quality, balance sheet strength, and profitability metrics indicate a well-capitalized bank navigating headwinds effectively.

Why Buy UNIVEST FINANCIAL Corp Stock? UVSP Key Strengths

Claude
  • + Exceptional profitability with 27.7% net margin and 34.6% operating margin
  • + Strong earnings growth of 21.3% EPS and 19.5% net income YoY
  • + Conservative capital structure with 0.22x debt-to-equity ratio and 553.7M cash position
  • + Robust free cash flow generation of 96.9M with 29.5% FCF margin
  • + Solid asset base of 8.4B with well-capitalized equity of 943.3M

UVSP Stock Risks: UNIVEST FINANCIAL Corp Investment Risks

Claude
  • ! Significant revenue decline of 23.8% YoY raises concerns about earnings sustainability
  • ! Low interest coverage ratio of 1.2x suggests limited margin for stress in operations
  • ! Moderate ROE of 9.6% indicates room for improvement in shareholder value creation
  • ! Vulnerability to interest rate environment changes impacting net interest margins
  • ! High insider activity (17 Form 4 filings in 90 days) requires monitoring for sentiment shifts

Key Metrics to Watch

Claude
  • * Net interest margin trends and interest income composition amid rate environment changes
  • * Non-performing loan ratio and loan loss provision coverage
  • * Capital adequacy ratios (Tier 1, Common Equity Tier 1) relative to regulatory minimums
  • * Revenue stabilization and drivers of income growth sustainability
  • * Deposit growth rates and funding cost pressures

UNIVEST FINANCIAL Corp (UVSP) Financial Metrics & Key Ratios

Revenue
$328.1M
Net Income
$90.8M
EPS (Diluted)
$3.13
Free Cash Flow
$96.9M
Total Assets
$8.4B
Cash Position
$553.7M

💡 AI Analyst Insight

The 29.5% free cash flow margin provides substantial flexibility for dividends, buybacks, and strategic investments. The current ratio below 1.0x warrants monitoring of short-term liquidity.

UVSP Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin 34.6%
Net Margin 27.7%
ROE 9.6%
ROA 1.1%
FCF Margin 29.5%

UVSP vs Finance Sector: How UNIVEST FINANCIAL Corp Compares

How UNIVEST FINANCIAL Corp compares to Finance sector averages

Net Margin
UVSP 27.7%
vs
Sector Avg 25.0%
UVSP Sector
ROE
UVSP 9.6%
vs
Sector Avg 12.0%
UVSP Sector
Current Ratio
UVSP 0.0x
vs
Sector Avg 1.2x
UVSP Sector
Debt/Equity
UVSP 0.2x
vs
Sector Avg 2.0x
UVSP Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is UNIVEST FINANCIAL Corp Stock Overvalued? UVSP Valuation Analysis 2026

Based on fundamental analysis, UNIVEST FINANCIAL Corp has mixed fundamental signals relative to the Finance sector in 2026.

Return on Equity
9.6%
Sector avg: 12%
Net Profit Margin
27.7%
Sector avg: 25%
Revenue Growth
N/A
Year-over-year
Debt/Equity
0.22x
Sector avg: 2x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

UNIVEST FINANCIAL Corp Balance Sheet: UVSP Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
0.22x
Debt/Assets
88.8%
Interest Coverage
1.18x
Long-term Debt
$210.1M

UVSP Revenue & Earnings Growth: 5-Year Financial Trend

UVSP 5-year financial data: Year 2019: Revenue $0, Net Income N/A, EPS N/A. Year 2020: Revenue $0, Net Income N/A, EPS N/A. Year 2021: Revenue $0, Net Income $65.7M, EPS $2.24. Year 2024: Revenue $299.2M, Net Income $78.1M, EPS $2.64. Year 2025: Revenue $328.1M, Net Income $71.1M, EPS $2.41.
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: UNIVEST FINANCIAL Corp's revenue has remained relatively flat over the 5-year period, with a 0% decline. The most recent EPS of $2.41 reflects profitable operations.

UVSP Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
29.5%
Free cash flow / Revenue

UVSP Quarterly Earnings & Performance

Quarterly financial performance data for UNIVEST FINANCIAL Corp including revenue, net income, and earnings per share.
Quarter Revenue Net Income EPS
Q3 2025 $73.4M $18.6M $0.63
Q2 2025 $72.0M $18.1M $0.62
Q1 2025 $77.1M $20.3M $0.69
Q1 2022 N/A $20.3M $0.68
Q3 2021 N/A $18.1M $0.62
Q2 2021 N/A $2.1M $0.07
Q1 2021 N/A $838.0K $0.03
Q3 2020 N/A $17.7M $0.60

Data sourced from SEC EDGAR 10-Q quarterly filings. Figures may represent quarterly or cumulative values.

UNIVEST FINANCIAL Corp Dividends, Buybacks & Capital Allocation

Operating Cash Flow
$101.5M
Cash generated from operations
Stock Buybacks
$34.6M
Shares repurchased (TTM)
Capital Expenditures
$4.6M
Investment in assets
Dividends Paid
$25.3M
Returned to shareholders

UVSP SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for UNIVEST FINANCIAL Corp (CIK: 0000102212)

📋 Recent SEC Filings

Date Form Document Action
Apr 2, 2026 8-K uvsp-20260401.htm View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773779167.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773779012.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773778949.xml View →
Mar 17, 2026 4 xslF345X05/wk-form4_1773778872.xml View →

Frequently Asked Questions about UVSP

What is the AI rating for UVSP?

UNIVEST FINANCIAL Corp (UVSP) has an AI rating of BUY with 75% confidence, based on fundamental analysis of SEC EDGAR filings.

What are UVSP's key strengths?

Claude: Exceptional profitability with 27.7% net margin and 34.6% operating margin. Strong earnings growth of 21.3% EPS and 19.5% net income YoY.

What are the risks of investing in UVSP?

Claude: Significant revenue decline of 23.8% YoY raises concerns about earnings sustainability. Low interest coverage ratio of 1.2x suggests limited margin for stress in operations.

What is UVSP's revenue and growth?

UNIVEST FINANCIAL Corp reported revenue of $328.1M.

Does UVSP pay dividends?

UNIVEST FINANCIAL Corp pays dividends, with $25.3M distributed to shareholders in the trailing twelve months.

Where can I find UVSP SEC filings?

Official SEC filings for UNIVEST FINANCIAL Corp (CIK: 0000102212) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is UVSP's EPS?

UNIVEST FINANCIAL Corp has a diluted EPS of $3.13.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is UVSP a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, UNIVEST FINANCIAL Corp has a BUY rating with 75% confidence. The AI analysis suggests favorable fundamentals based on SEC filings. This is not investment advice.

Is UVSP stock overvalued or undervalued?

Valuation metrics for UVSP: ROE of 9.6% (sector avg: 12%), net margin of 27.7% (sector avg: 25%). Compare these metrics with sector averages to assess valuation.

Should I buy UVSP stock in 2026?

Our dual AI analysis gives UNIVEST FINANCIAL Corp a combined BUY rating for 2026. Revenue is data pending, with profitability above sector average. Always conduct your own research.

What is UVSP's free cash flow?

UNIVEST FINANCIAL Corp's operating cash flow is $101.5M, with capital expenditures of $4.6M. FCF margin is 29.5%.

How does UVSP compare to other Finance stocks?

Vs Finance sector averages: Net margin 27.7% (avg: 25%), ROE 9.6% (avg: 12%), current ratio N/A (avg: 1.2).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 18, 2026 | Data as of: 2025-12-31 | Powered by Claude AI