Univest Pennsylvania Stock Today
| UVSP Stock | USD 20.00 0.33 1.68% |
Performance0 of 100
| Odds Of DistressLess than 9
|
Univest Pennsylvania is selling at 20.00 as of the 25th of April 2024; that is 1.68 percent increase since the beginning of the trading day. The stock's last reported lowest price was 19.7. Univest Pennsylvania has less than a 9 % chance of experiencing financial distress in the next few years, but has generated negative returns over the last 90 days. Equity ratings for Univest Pennsylvania are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 26th of January 2024 and ending today, the 25th of April 2024. Click here to learn more.
Business Domain Banks | IPO Date 3rd of November 1989 | Category Financial Services | Classification Financials |
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking products and services primarily in Pennsylvania. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania. The company has 29.53 M outstanding shares of which 264.53 K shares are at this time shorted by private and institutional investors with about 2.51 trading days to cover. More on Univest Pennsylvania
Moving together with Univest Stock
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| 0.84 | PB | Prosperity Bancshares Normal Trading | PairCorr |
Moving against Univest Stock
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| 0.46 | DB | Deutsche Bank AG Earnings Call Today | PairCorr |
| 0.42 | NU | Nu Holdings Financial Report 20th of May 2024 | PairCorr |
Univest Stock Highlights
Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Univest Pennsylvania's investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Univest Pennsylvania or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
| CEO | Jeffrey Schweitzer | ||||
| Thematic Idea | Banks (View all Themes) | ||||
| Business Concentration | Regional Banks, Banks - Regional, Financial Services, NASDAQ Composite, NASDAQ Composite Total, Banks, Financials, Banks, Banks—Regional, Financial Services (View all Sectors) | ||||
| Average Analyst Recommendation Analysts covering Univest Pennsylvania report their recommendations after researching Univest Pennsylvania's financial statements, talking to executives and customers, or listening in on Univest Pennsylvania's conference calls. The current trade recommendation is based on an ongoing consensus estimate among financial analysts covering Univest Pennsylvania. The Univest consensus assessment is calculated by taking the average forecast from all of the analysts covering Univest Pennsylvania. | |||||
Univest Pennsylvania's financial strength is of vital concern to both outside investors and internal stakeholders. Efficiency and cost control are keys to Univest Pennsylvania's success, along with its ability to generate sufficient cash flow to pay bills, repay debt, and make a consistent year-to-year profit. | |||||
Financial leverage usually refers to the use of borrowed funds to amplify returns from an investment. In general, analyzing the relationship between debt to total assets helps investors to understand Univest Pennsylvania's financial leverage. It provides some insight into what part of Univest Pennsylvania's total assets is financed by creditors.
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Univest Pennsylvania (UVSP) is traded on NASDAQ Exchange in USA. It is located in 14 North Main Street, Souderton, PA, United States, 18964 and employs 920 people. Univest Pennsylvania is listed under Regional Banks category by Fama And French industry classification. The company currently falls under 'Small-Cap' category with a current market capitalization of 590.57 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Univest Pennsylvania's market, we take the total number of its shares issued and multiply it by Univest Pennsylvania's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and those looking for more risk prefer small-cap and mid-cap equities. Univest Pennsylvania conducts business under Banks sector and is part of Financials industry. The entity has 29.53 M outstanding shares of which 264.53 K shares are at this time shorted by private and institutional investors with about 2.51 trading days to cover.
Univest Pennsylvania currently holds about 113.98 M in cash with 91.77 M of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 3.9.
Check Univest Pennsylvania Probability Of Bankruptcy
Ownership AllocationUnivest Pennsylvania maintains a total of 29.53 Million outstanding shares. The majority of Univest Pennsylvania outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Univest Pennsylvania to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Univest Pennsylvania. Please pay attention to any change in the institutional holdings of Univest Pennsylvania as this could imply that something significant has changed or is about to change at the company. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.
Check Univest Ownership Details
Univest Stock Price Odds Analysis
In regard to a normal probability distribution, the odds of Univest Pennsylvania jumping above the current price in 90 days from now is about 47.75%. The Univest Pennsylvania probability density function shows the probability of Univest Pennsylvania stock to fall within a particular range of prices over 90 days. Given the investment horizon of 90 days Univest Pennsylvania has a beta of 0.1246. This usually implies as returns on the market go up, Univest Pennsylvania average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Univest Pennsylvania will be expected to be much smaller as well. Additionally, univest Pennsylvania has a negative alpha, implying that the risk taken by holding this instrument is not justified. The company is significantly underperforming the NYSE Composite.
Based on a normal probability distribution, the odds of Univest Pennsylvania to move above the current price in 90 days from now is about 47.75 (This Univest Pennsylvania probability density function shows the probability of Univest Stock to fall within a particular range of prices over 90 days) .
Univest Stock Institutional Holders
Institutional Holdings refers to the ownership stake in Univest Pennsylvania that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Univest Pennsylvania's outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Univest Pennsylvania's value.| Instituion | Recorded On | Shares | |
| Goldman Sachs Group Inc | 2023-12-31 | 430.2 K | |
| Aqr Capital Management Llc | 2023-12-31 | 377.4 K | |
| Northern Trust Corp | 2023-12-31 | 366.2 K | |
| American Century Companies Inc | 2023-12-31 | 321.5 K | |
| Charles Schwab Investment Management Inc | 2023-12-31 | 303.3 K | |
| Hotchkis & Wiley Capital Management Llc | 2023-12-31 | 303.2 K | |
| Morgan Stanley - Brokerage Accounts | 2023-12-31 | 274.9 K | |
| Nuveen Asset Management, Llc | 2023-12-31 | 235.5 K | |
| Neuberger Berman Group Llc | 2023-12-31 | 233.1 K | |
| Blackrock Inc | 2023-12-31 | 3.5 M | |
| Fmr Inc | 2023-12-31 | 2.6 M |
Univest Pennsylvania Historical Income Statement
Univest Pennsylvania Income Statement is one of the three primary financial statements used for reporting Univest's overall financial performance over a current year or for a given accounting period. An Income Statement sometimes referred to as the statement of Univest Pennsylvania revenue and expense. Univest Pennsylvania Income Statement primarily focuses on the company's revenues and expenses during a particular period.
At this time, Univest Pennsylvania's Net Income is relatively stable compared to the past year. As of 04/25/2024, Net Income Applicable To Common Shares is likely to grow to about 94.3 M, though Operating Income is likely to grow to (4.8 M). View More FundamentalsUnivest Stock Against Markets
Picking the right benchmark for Univest Pennsylvania stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Univest Pennsylvania stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Univest Pennsylvania is critical whether you are bullish or bearish towards Univest Pennsylvania at a given time. Please also check how Univest Pennsylvania's historical prices are related to one of the top price index indicators.
Be your own money manager
Our tools can tell you how much better you can do entering a position in Univest Pennsylvania without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.Did you try this?
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Univest Pennsylvania Corporate Directors
Univest Pennsylvania corporate directors refer to members of an Univest Pennsylvania board of directors. The board of directors generally takes responsibility for the Univest Pennsylvania's affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Univest Pennsylvania's board members must vote for the resolution. The Univest Pennsylvania board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.| Paul Shelly | Independent Director | Profile | |
| Jay Goldstein | Director | Profile | |
| Leon Moyer | Independent Director | Profile | |
| Thomas Scannapieco | Director | Profile |
How to buy Univest Stock?
Before investing in Univest Pennsylvania, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Then, after you clearly understand your investment objectives, consider investing in Univest Pennsylvania. To buy Univest Pennsylvania stock, you can follow these steps:- Choose a brokerage firm: You need to select a brokerage firm to buy shares of Univest Pennsylvania. Some popular options include Charles Schwab, Fidelity, TD Ameritrade, and Robinhood.
- Open an account: Once you have chosen a brokerage firm, you will need to open an account. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account: You will need to deposit funds into your brokerage account to purchase Univest Pennsylvania stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order: Once you have located Univest Pennsylvania stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment: After you have purchased Univest Pennsylvania stock, you should monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock
It's important to note that investing in stocks, such as Univest Pennsylvania, carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions. Also, remember various factors, including economic indicators, change in net worth, political events, company-specific news, and investor sentiment, can influence the stock market. These factors can cause fluctuations in stock prices and lead to market volatility affecting your buy or sell decision. However, volatility can also present opportunities for investors to make gains by buying stocks when prices are low and selling when they are high. It's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. For more information on how to buy Univest Stock please use our How to Invest in Univest Pennsylvania guide.
Already Invested in Univest Pennsylvania?
The danger of trading Univest Pennsylvania is mainly related to its market volatility and Company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Univest Pennsylvania is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Univest Pennsylvania. The Sharpe ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Univest Pennsylvania is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
When determining whether Univest Pennsylvania is a good investment, qualitative aspects like company management, corporate governance, and ethical practices play a significant role. A comparison with peer companies also provides context and helps to understand if Univest Stock is undervalued or overvalued. This multi-faceted approach, blending both quantitative and qualitative analysis, forms a solid foundation for making an informed investment decision about Univest Pennsylvania Stock. Highlighted below are key reports to facilitate an investment decision about Univest Pennsylvania Stock: Check out World Market Map to better understand how to build diversified portfolios, which includes a position in Univest Pennsylvania. Also, note that the market value of any company could be tightly coupled with the direction of predictive economic indicators such as signals in state. To learn how to invest in Univest Stock, please use our How to Invest in Univest Pennsylvania guide.You can also try the CEOs Directory module to screen CEOs from public companies around the world.
Complementary Tools for Univest Stock analysis
When running Univest Pennsylvania's price analysis, check to measure Univest Pennsylvania's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Univest Pennsylvania is operating at the current time. Most of Univest Pennsylvania's value examination focuses on studying past and present price action to predict the probability of Univest Pennsylvania's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Univest Pennsylvania's price. Additionally, you may evaluate how the addition of Univest Pennsylvania to your portfolios can decrease your overall portfolio volatility.
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Is Univest Pennsylvania's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Univest Pennsylvania. If investors know Univest will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Univest Pennsylvania listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.31) | Dividend Share 0.84 | Earnings Share 2.41 | Revenue Per Share 9.719 | Quarterly Revenue Growth (0.09) |
The market value of Univest Pennsylvania is measured differently than its book value, which is the value of Univest that is recorded on the company's balance sheet. Investors also form their own opinion of Univest Pennsylvania's value that differs from its market value or its book value, called intrinsic value, which is Univest Pennsylvania's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Univest Pennsylvania's market value can be influenced by many factors that don't directly affect Univest Pennsylvania's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Univest Pennsylvania's value and its price as these two are different measures arrived at by different means. Investors typically determine if Univest Pennsylvania is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Univest Pennsylvania's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.