Company Quick10K Filing
Univest of Pennsylvania
Closing Price ($) Shares Out (MM) Market Cap ($MM)
$0.00 29 $748
10-Q 2019-11-01 Quarter: 2019-09-30
10-Q 2019-08-02 Quarter: 2019-06-30
10-Q 2019-05-03 Quarter: 2019-03-31
10-K 2019-02-28 Annual: 2018-12-31
10-Q 2018-11-02 Quarter: 2018-09-30
10-Q 2018-08-03 Quarter: 2018-06-30
10-Q 2018-05-04 Quarter: 2018-03-31
10-K 2018-03-01 Annual: 2017-12-31
10-Q 2017-11-03 Quarter: 2017-09-30
10-Q 2017-08-04 Quarter: 2017-06-30
10-Q 2017-05-03 Quarter: 2017-03-31
10-K 2017-03-03 Annual: 2016-12-31
10-Q 2016-11-08 Quarter: 2016-11-08
10-Q 2016-08-08 Quarter: 2016-08-08
10-Q 2016-05-10 Quarter: 2016-03-31
10-K 2016-03-04 Annual: 2015-12-31
10-Q 2015-11-06 Quarter: 2015-09-30
10-Q 2015-08-07 Quarter: 2015-06-30
10-Q 2015-05-08 Quarter: 2015-03-31
10-K 2015-03-09 Annual: 2014-12-31
10-Q 2014-11-07 Quarter: 2014-09-30
10-Q 2014-08-08 Quarter: 2014-06-30
10-Q 2014-05-09 Quarter: 2014-03-31
10-K 2014-03-04 Annual: 2013-12-31
10-Q 2013-11-08 Quarter: 2013-09-30
10-Q 2013-08-08 Quarter: 2013-06-30
10-Q 2013-05-09 Quarter: 2013-03-31
10-K 2013-03-04 Annual: 2012-12-31
10-Q 2012-11-08 Quarter: 2012-09-30
10-Q 2012-08-08 Quarter: 2012-06-30
10-Q 2012-05-09 Quarter: 2012-03-31
10-K 2012-03-02 Annual: 2011-12-31
10-Q 2011-11-08 Quarter: 2011-09-30
10-Q 2011-08-08 Quarter: 2011-06-30
10-Q 2011-05-10 Quarter: 2011-03-31
10-K 2011-03-04 Annual: 2010-12-31
10-Q 2010-11-08 Quarter: 2010-09-30
10-Q 2010-08-06 Quarter: 2010-06-30
10-Q 2010-05-07 Quarter: 2010-03-31
10-K 2010-03-05 Annual: 2009-12-31
8-K 2020-01-22 Earnings, Exhibits
8-K 2019-12-09 Regulation FD, Other Events, Exhibits
8-K 2019-11-04 Regulation FD, Exhibits
8-K 2019-10-23 Earnings, Officers, Exhibits
8-K 2019-08-26 Other Events, Exhibits
8-K 2019-07-30 Regulation FD, Exhibits
8-K 2019-07-25 Earnings, Exhibits
8-K 2019-06-13 Regulation FD, Exhibits
8-K 2019-05-20 Other Events, Exhibits
8-K 2019-05-14 Regulation FD, Exhibits
8-K 2019-04-25 Earnings, Other Events, Exhibits
8-K 2019-04-17 Shareholder Vote
8-K 2019-03-18 Officers, Exhibits
8-K 2019-02-27 Other Events, Exhibits
8-K 2019-01-24 Earnings, Exhibits
8-K 2018-12-13 Amend Bylaw, Regulation FD, Exhibits
8-K 2018-12-06 Officers
8-K 2018-12-03 Other Events, Exhibits
8-K 2018-11-01 Regulation FD, Exhibits
8-K 2018-10-25 Earnings, Exhibits
8-K 2018-10-01 Officers
8-K 2018-08-27 Other Events, Exhibits
8-K 2018-07-31 Regulation FD, Exhibits
8-K 2018-07-26 Earnings, Regulation FD, Exhibits
8-K 2018-06-12 Regulation FD, Exhibits
8-K 2018-05-31 Regulation FD
8-K 2018-05-21 Other Events, Exhibits
8-K 2018-05-15 Regulation FD, Exhibits
8-K 2018-04-26 Earnings, Other Events, Exhibits
8-K 2018-04-18 Shareholder Vote
8-K 2018-02-28 Officers
8-K 2018-02-28 Other Events, Exhibits
8-K 2018-01-24 Earnings, Exhibits
8-K 2018-01-02 Officers

Univest of Pennsylvania Financials

UVSP Metrics, Comps, Filings

Annual | Quarterly

Business

The Corporation is a Pennsylvania corporation, organized in 1973 and registered as a bank holding company pursuant to the Bank Holding Company Act of 1956. Effective January 1, 2019, the name of the Corporation was changed from Univest Corporation of Pennsylvania to Univest Financial Corporation. The Corporation owns all of the capital stock of Univest Bank and Trust Co. (the Bank). The consolidated financial statements include the accounts of the Corporation and its wholly owned subsidiary, the Bank. The Corporation's and the Bank's legal headquarters are located at 14 North Main Street, Souderton, PA 18964. At December 31, 2018, the Corporation had total assets of $5.0 billion, net loans and leases of $4.0 billion, total deposits of $3.9 billion and total shareholders' equity of $624.1 million.

The Bank is a Pennsylvania state-chartered bank and trust company. As a state-chartered member bank of the Federal Reserve System, the Bank is regulated primarily by the Pennsylvania Department of Banking and Securities and the Federal Reserve Bank of Philadelphia.

The Bank is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. Through its wholly-owned subsidiaries, the Bank provides a variety of financial services throughout its markets of operation. Effective January 1, 2019, the Bank's wealth management segment was re-branded under the Girard name with associated name changes of several subsidiaries while continuing to provide fiduciary services, investment management, and financial and retirement planning. The Bank is the parent company of Girard Investment Services, LLC (formerly Univest Investments, Inc.), a full-service registered broker-dealer and a licensed insurance agency, Girard Advisory Services, LLC (formerly Girard Partners Ltd.), a registered investment advisory firm, Girard Pension Services, LLC (formerly TCG Investment Advisory, Inc.), a registered investment advisor,


Valuation ($BB)

Market Cap, Enterprise Value

Balance Sheet ($BB)

Assets, Stockholders' Equity

Income Statement ($BB Annual)

Revenue, Gross Profit, Net Income

Cash Flow ($BB Annual)

Operating, Investing, Financing

Comps ($MM TTM) Market Cap Gross Margin EV/EBITDA Ret on Assets Assets Liabilities Revenue G Profit Net Income EBITDA EV
Fidelity Southern (LION) 820 0% 8.2 1% 4,790 4,331 18 0 38 90 738
Lakeland Bancorp (LBAI) 803 3.6 1% 6,407 5,709 0 0 65 156 556
Origin Bancorp (OBNK) 795 5.4 1% 5,120 4,535 0 0 52 110 596
Carolina Financial (CARO) 786 0% 6.9 2% 3,888 3,282 4 0 60 111 765
ConnectOne Bancorp (CNOB) 784 7.4 1% 6,109 5,410 0 0 69 163 1,197
HomeStreet (HMST) 782 6.5 0% 7,201 6,477 0 0 20 125 808
Community Trust Bancorp (CTBI) 756 4.0 1% 4,377 3,783 0 0 65 109 434
Triumph Bancorp (TBK) 755 3.8 1% 4,783 4,140 0 0 55 142 546
Bryn Mawr Bank (BMTC) 749 5.8 1% 4,737 4,146 0 0 60 118 686
Univest of Pennsylvania (UVSP) 748 6.9 1% 5,154 4,503 0 0 66 121 834
German American Bancorp (GABC) 744 7.5 1% 3,971 3,471 0 0 54 99 744
National Commerce (NCOM) 740 6.4 1% 4,205 3,508 0 0 45 82 523
Trustco Bank N Y (TRST) 732 1.6 1% 5,228 4,712 0 0 60 108 172
Oritani Financial (ORIT) 731 0% 9.9 1% 4,071 3,541 2 0 52 124 1,227
Horizon Bancorp (HBNC) 729 5.7 1% 5,099 4,472 0 0 54 112 634
Byline Bancorp (BY) 726 5.0 1% 5,391 4,674 0 0 57 128 637
Allegiance Bancshares (ABTX) 712 4.4 1% 4,794 4,090 0 0 49 110 480
CBTX (CBTX) 709 5.2 2% 3,380 2,866 0 0 52 84 442
Banc of California (BANC) 699 0% 2.4 0% 9,360 8,396 4 0 46 234 563
Camden National (CAC) 690 5.4 1% 4,447 3,979 0 0 56 113 614

Balance Sheet ($MM)2011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Cash109
Accounts Receivable
Inventory
PP&E3433683742646260
Assets2,2073272943094356234,5554,984
Accounts Payable
Long-Term Debt5128156145
Liabilities1,934431424741173,9514,360
Stockholders' Equity273284281285362505603624
Income Statement ($MM)2011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Revenue0000
Cost of Revenue
Gross Profit
R&D
SG&A22222212
Tax5-0-15271810
Net Income1921212227204451
Cash Flow ($MM)2011-12-312012-12-312013-12-312014-12-312015-12-312016-12-312017-12-312018-12-31
Cash Operating4323151421886986
Cash Investing-585161-31-129-352-431
Cash Financing43-18-41-152426281379