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Univest Financial Corporation

Univest Financial Corporation
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Aug 5
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Nov 11
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KPI highlights

FY25
Revenue $328M YoY +9.6%
Operating income —
Net income $91M YoY +19.5%
EPS $3.16 YoY +21.5%
P/E —
ROE 9.6% Equity ratio 11% Typical equity ratios vary a lot by industry. Banks, brokerages, and other financial companies tend to run lower ratios because leverage (using other people's capital) is core to their business model — a low ratio there isn't a sign of financial weakness.

Ownership over time

Share of total shares outstanding (disclosed major holdings + undisclosed)（2018–2026）

機関投資家 5.4%未開示 94.6%201820192020202120222023202420252026
機関投資家 5.4%未開示 94.6%18Q419Q320Q221Q121Q422Q323Q224Q124Q425Q426Q1
機関投資家未開示・浮動株

「国内機関」は信託銀行の名義口座（年金・パッシブ・一部海外資本を含む）を集計し、実質保有者へは分解していません。分類は開示名称からの推定です。

Top shareholders — rank & share

GEODE CAPITAL MANA 2.7%GEODE CAPITAL MANAGEMENT, LLCNEUBERGER BERMAN G 0.7%NEUBERGER BERMAN GROUP LLCBank of New York M 0.5%Bank of New York Mellon CorpBNP PARIBAS FINANC 0.2%BNP PARIBAS FINANCIAL MARKETSCampbell & CO Inve 0.2%Campbell & CO Investment Adviser LLCAMERIPRISE FINANCI 0.2%AMERIPRISE FINANCIAL INC201820192020202120222023202420252026
GEODE CAPITAL MANA 2.7%GEODE CAPITAL MANAGEMENT, LLCNEUBERGER BERMAN G 0.7%NEUBERGER BERMAN GROUP LLCBank of New York M 0.5%Bank of New York Mellon CorpBNP PARIBAS FINANC 0.2%BNP PARIBAS FINANCIAL MARKETSCampbell & CO Inve 0.2%Campbell & CO Investment Adviser LLCAMERIPRISE FINANCI 0.2%AMERIPRISE FINANCIAL INC18Q419Q320Q221Q121Q422Q323Q224Q124Q425Q426Q1

Top shareholders — actual figures (as of 2026)

Holder Shares held Ratio Source
GEODE CAPITAL MANAGEMENT, LLC 790,944 2.7% 13F
NEUBERGER BERMAN GROUP LLC 198,597 0.7% 13F
Bank of New York Mellon Corp 135,818 0.5% 13F
BNP PARIBAS FINANCIAL MARKETS 56,327 0.2% 13F
Campbell & CO Investment Adviser LLC 48,083 0.2% 13F
AMERIPRISE FINANCIAL INC 46,183 0.2% 13F
RHUMBLINE ADVISERS 35,745 0.1% 13F
WEDGE CAPITAL MANAGEMENT L L P/NC 26,672 0.1% 13F
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 26,630 0.1% 13F
Russell Investments Group, Ltd. 25,028 0.1% 13F
STRS OHIO 20,600 0.1% 13F
GABELLI FUNDS LLC 19,597 0.1% 13F
KLP KAPITALFORVALTNING AS 17,300 0.1% 13F
LOS ANGELES CAPITAL MANAGEMENT LLC 16,573 0.1% 13F
MetLife Investment Management, LLC 15,705 0.1% 13F
LSV ASSET MANAGEMENT 14,100 0.0% 13F
NATIXIS ADVISORS, LLC 12,033 0.0% 13F
CARY STREET PARTNERS FINANCIAL LLC 11,988 0.0% 13F
Sterling Capital Management LLC 10,941 0.0% 13F
PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 9,600 0.0% 13F
NEW YORK STATE COMMON RETIREMENT FUND 9,314 0.0% 13F
その他機関投資家（13F 25社） 8,754 0.0% 13F
Cornerstone Investment Partners, LLC 8,429 0.0% 13F
Police & Firemen's Retirement System of New Jersey 8,022 0.0% 13F
Quantbot Technologies LP 7,829 0.0% 13F
Battery Global Advisors, LLC 2,623 0.0% 13F

Source：SEC EDGAR（DEF 14A・13D/G・13F）　Classification inferred from disclosed names

F-Score (Piotroski)

Banks, insurers, and other financial institutions are excluded from this score, as their financial structure differs fundamentally from typical operating companies.

Fact checklist

FY25
Equity ratio 11.2%
Current ratio —
Years of positive operating CF 12 of last 12 yrs
Payout ratio —
Latest fiscal year result Profit (net income $91M)

Performance history

Last 10 years
$0M$82M$164M$246M$328M FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25

Income & assets

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
Revenue 0.000.000.000.000.000.00296297299328
Operating income ——————————
Ordinary income ——————————
Net income 19.544.150.565.746.991.878.171.175.990.8
Total assets 4,2314,5554,9845,3816,3367,1227,2227,7818,1288,437
Equity 505603624675692774777839887943

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Indicators & cash flow

Unit: $1M
Item FY16FY17FY18FY19FY20FY21FY22FY23FY24FY25
EPS $0.85$1.64$1.72$2.24$1.60$3.12$2.66$2.42$2.60$3.16
ROE 3.9%7.3%8.1%9.7%6.8%11.9%10.1%8.5%8.6%9.6%
Operating CF 33.368.786.073.151.210210989.775.1102
Investing CF -314-332-431-343-867-127-898-454-260-83.7
Financing CF 27828137928691169550.8462264207
FCF ——————————

A “—” means data wasn't available for that period — it's not a display error or an unusual value.

Source: SEC EDGAR (10-K, etc.) (fetched 2026-07-03) *Some metrics supplemented from additional sources

Is this information incorrect?

Data provided by Twelve Data