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Companies/Univest Financial Corporation
Company profile

Univest Financial Corporation

NASDAQ: UVSP · Financial Services · Banks - Regional
PublicHQ Souderton, PA · MontgomeryCIK 0000102212Reports USD
#242 of 1,011 Financial Services companies by revenue54th-percentile growth
EA Score
72B
FH 64DQ 88GM 60SS 80
v0.1 · 65/100 weight · provisional
↑ filing timeliness, growth stability · ↓ 3-yr revenue growth, balance-sheet leverage
Methodology →
Revenue TTM
$522.1M
Rev growth YoY (TTM)
+4.0%
Net income (FY)
$90.8M
Employees
892
Market cap
$1.2B
OverviewFinancialsSegmentsFilingsESGPeople & Places

Financials — latest annual

SEC EDGAR · USD-normalized
ConceptUSDNativeFY
Revenue$328.1M$328.1M2025
Net income$90.8M$90.8M2025
Total assets$8.4B$8.4B2025
Liabilities$7.5B$7.5B2025
Equity$943.3M$943.3M2025

Revenue trend

FY2018 – FY2025 · USD
$0
FY18
$0
FY19
$0
FY20
$0
FY21
$296.2M
FY24
$296.8M
FY24
$299.2M
FY24
$328.1M
FY25

Revenue by segment

Filed disclosures · FY2025
By product
Investment Advice44%
Financial Service, Other21%
Deposit Account17%
Fiduciary and Trust17%
By geography

Not disclosed.

The read

Univest Financial Corporation booked $328.1M in FY2025 revenue, growing 9.6% year over year — about the middle of the pack among Financial Services companies we track, at a 27.7% net margin.

Peers · Financial Services
Ethos Technologies Inc.56CAtegrity Specialty Holdings LLC50DUnited Corporations Limited63CUniversal Insurance Holdings, Inc.82B+
Neighbors
Montgomery →
Cencora, Inc.$321.3B84B+Toll Brothers, Inc.$11.0B69BMadrigal Pharmaceuticals, Inc.$958.4M64CEssential Utilities, Inc.$2.5B71BSEI Investments Company$2.3B82B+Globus Medical, Inc.$2.9B86A
Key facts
CEOJeffrey Schweitzer
SectorFinancial Services
IndustryBanks - Regional
HeadquartersSouderton, PA
ExchangeNASDAQ: UVSP
Employees892
IPO date1998-04-16
Latest filings
10-Q2026-04-288-K2026-04-248-K2026-04-238-K2026-04-02DEF 14A2026-03-1310-K2026-02-238-K2026-02-108-K2026-01-29
Financials: SEC EDGAR (XBRL), USD-normalized per IAS 21 · TTM/quarterly + segments: FMP from filed disclosures · Filings: EDGAR submissions. County headcount and EA Score are in progress — see docs/DATA_GAPS.md.
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