UVSP · Univest Financial Corporation — research history
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About UVSP · Univest Financial Corporation
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
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BUY (score +6) · 12-1 mom 29.5% · RSI 70.7 · above_both · 0.0% from high
Targets blend Wall Street consensus (3 analysts: low $40.00 / mean $40.00 / high $40.00) with chart-derived floors and ceilings.
1-Year Chart · RSI · MACD
Research Timeline
Newest first. Each entry shows what stage produced it, the verdict/decision, and the reasoning.
Three Form 4 filings on June 9 (transactions dated June 8) triggered investigation. All three are CEO/CFO/General Counsel exercising vested stock options (grant price $28.50, exercise March 2019 vesting schedule) and immediately selling at ~$40.83-$40.91 — a P/S transaction pattern consistent with routine equity compensation execution, not open-market conviction buys. No new capital deployed by insiders. Q1 2026 earnings beat estimates by 18% (EPS $0.98 vs $0.86 estimate). Stock is near 52-week high ($41.47) up 38% YTD; forward P/E of ~11x with strong EPS growth trajectory represents fair-to-full valuation, not mispricing. Options markets are extremely thin with effectively zero IV — no income premium exists. No material catalyst in the next 3-12 months beyond normal earnings cadence.