UVSP Univest Financial Corporation - Common Stock
NASDAQ · Banking · View on SEC EDGAR ↗ close Oct 2, 2026 10-K/10-Q Jul 28, 2026
$41.81
· of 52w range
· above low
· to high
$28.0452w low
$45.4652w high
Market Cap (MRQ)
$1.15B
P/E (TTM)
12.1
EPS (TTM)
$3.45
Revenue (TTM)
$340M
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52W Range
$28–$45
Analyst Rating
HOLD
Price Target
$46
P/E
12.1
ROE
10.5%
Net Profit Margin
29.0%
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UVSP Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$41.81
Market Cap (MRQ)
$1.15B
P/E (TTM)
12.1
EPS (TTM)
$3.45
Revenue (TTM)
$340M
Div Yield
2.2%
ROE (TTM)
10.5%
Debt/Equity (MRQ)
0.0
52W Range
$28–$45
UVSP Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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Stock splits
| Ex-date | Split | Type |
|---|---|---|
| May 2, 2005 | 3-for-2 | Forward |
| March 3, 2003 | 5-for-4 | Forward |
| April 12, 2000 | 21-for-20 | Forward |
| May 4, 1998 | 2-for-1 | Forward |
10-Year Performance Revenue, net income, margins and EPS trends
Revenue$328M2022-12-31 → 2025-12-31
EPS$3.132022-12-31 → 2025-12-31
Free Cash Flow$97M2022-12-31 → 2025-12-31
Net margin29.0%2022-12-31 → 2025-12-31
Valuation & Ratios
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
| Metric | 5Y trend | UVSP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| P/E (TTM) | 12.15Y avg ≈10.3 | ≈10.3 | 12.9 | Fair value | |
| P/S (TTM) | 3.45Y avg ≈2.6 | ≈2.6 | 3.8 | Fair value | |
| P/B (MRQ) | 1.25Y avg ≈0.9 | ≈0.9 | 1.2 | Overvalued | |
| Price / FCF (TTM) | 10.95Y avg ≈9.7 | ≈9.7 | · | · | |
| Price / Cash Flow (TTM) | 10.65Y avg ≈9.2 | ≈9.2 | 9.1 | Fair value | |
| Price / Tangible Book (MRQ) | 1.25Y avg ≈1.1 | ≈1.1 | · | · | |
| PEG Ratio | ≈0.8 | · | · | · |
Peer median is calculated on a standardized basis per metric and may not always match the TTM/MRQ basis shown for this stock.
Profitability Gross, operating and net margins; ROE, ROA, ROIC
| Metric | 5Y trend | UVSP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Pretax Margin (TTM) | 36.2%5Y avg ≈32.1% | ≈32.1% | 36.7% | Weak | |
| Net Profit Margin (TTM) | 29.0%5Y avg ≈25.7% | ≈25.7% | 30.6% | Weak | |
| ROA (TTM) | 1.2%5Y avg ≈0.99% | ≈0.99% | 0.97% | Top tier | |
| ROE (TTM) | 10.5%5Y avg ≈9.0% | ≈9.0% | 8.9% | Top tier |
Financial Health Debt, liquidity, solvency — balance sheet strength
| Metric | 5Y trend | UVSP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Debt / Equity (MRQ) | 0.05Y avg ≈0.0 | ≈0.0 | · | · |
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
| Metric | 5Y trend | UVSP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Revenue YoY | 9.6%5Y avg ≈3.6% | ≈3.6% | · | · | |
| Revenue CAGR 3Y | 3.5% | · | · | · | |
| EPS YoY | 21.3%5Y avg ≈6.6% | ≈6.6% | · | · | |
| Net Income YoY | 19.5%5Y avg ≈5.8% | ≈5.8% | · | · | |
| EPS CAGR 3Y | 5.8%5Y avg ≈4.8% | ≈4.8% | · | · | |
| EPS CAGR 5Y | 14.4% | · | · | · | |
| Net Income CAGR 3Y | 5.1%5Y avg ≈4.6% | ≈4.6% | · | · | |
| Net Income CAGR 5Y | 14.1% | · | · | · |
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
| Metric | 5Y trend | UVSP | 5Y avg | Peer Median | Verdict |
|---|---|---|---|---|---|
| Asset Turnover | 0.05Y avg ≈0.0 | ≈0.0 | 0.0 | Top tier |
value · ≈ 5Y avg · industry median · verdict relative to median
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield2.2%
Payout Ratio27.9%
Annualized Payout≈$0.92
5Y Div CAGR≈1.9%
Growth Streak≈1
| Ex-date | Amount | Currency | Yield |
|---|---|---|---|
| Aug 5, 2026 | $0.23 | USD | ≈2.0% |
| May 6, 2026 | $0.23 | USD | ≈2.3% |
| Feb 11, 2026 | $0.22 | USD | ≈2.5% |
| Nov 5, 2025 | $0.22 | USD | ≈2.9% |
| Aug 6, 2025 | $0.22 | USD | ≈3.0% |
| May 7, 2025 | $0.22 | USD | ≈2.8% |
| Feb 5, 2025 | $0.21 | USD | ≈2.7% |
| Nov 6, 2024 | $0.21 | USD | ≈2.6% |
| Aug 7, 2024 | $0.21 | USD | ≈3.3% |
| May 7, 2024 | $0.21 | USD | ≈3.8% |
| Feb 6, 2024 | $0.21 | USD | ≈4.2% |
| Nov 7, 2023 | $0.21 | USD | ≈4.7% |
| Aug 8, 2023 | $0.21 | USD | ≈4.3% |
| May 9, 2023 | $0.21 | USD | ≈5.0% |
| Feb 7, 2023 | $0.21 | USD | ≈2.9% |
| Nov 8, 2022 | $0.21 | USD | ≈3.0% |
| Aug 9, 2022 | $0.21 | USD | ≈3.3% |
| May 10, 2022 | $0.21 | USD | ≈3.2% |
| Feb 8, 2022 | $0.20 | USD | ≈2.6% |
| Nov 9, 2021 | $0.20 | USD | ≈2.6% |
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
8.9%
Next Report
Oct 20, 2026
| Period | Report | EPS Actual | EPS Est | Surprise |
|---|---|---|---|---|
| June 30, 2026 | Jul 21, 2026 | $0.95 | $0.89 | 7.0% |
| March 31, 2026 | $0.98 | $0.85 | 15.1% | |
| Dec. 31, 2025 | $0.79 | $0.78 | 1.0% | |
| Sept. 30, 2025 | $0.89 | $0.78 | 14.8% | |
| June 30, 2025 | $0.69 | $0.70 | -1.6% | |
| March 31, 2025 | $0.77 | $0.66 | 17.3% |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $328M | $299M | $297M | $296M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Interest Expense | · | · | $152M | $34M | $21M | $30M | $45M | $32M | $20M | $12M | $8M | $4M | |
| Interest Income | $430M | $412M | $372M | $252M | $210M | $204M | $214M | $190M | $163M | $127M | $102M | $76M | |
| Pretax Income | $113M | $95M | $89M | $97M | $114M | $57M | $80M | $61M | $62M | $23M | $37M | $30M | |
| Income Tax | $23M | $19M | $18M | $19M | $23M | $10M | $14M | $10M | $18M | $4M | $10M | $7M | |
| Net Income | $91M | $76M | $71M | $78M | $92M | $47M | $66M | $51M | $44M | $20M | $27M | $22M | |
| EPS (Basic) | $3.16 | $2.60 | $2.42 | $2.66 | $3.12 | $1.60 | $2.24 | $1.72 | $1.64 | $0.85 | $1.39 | $1.37 | |
| EPS (Diluted) | $3.13 | $2.58 | $2.41 | $2.64 | $3.11 | $1.60 | $2.24 | $1.72 | $1.64 | $0.84 | $1.39 | $1.37 | |
| Shares (Basic) | · | · | 29,433,000 | 29,393,000 | 29,395,000 | 29,198,000 | 29,193,000 | 29,177,000 | 26,606,000 | 22,871,000 | 19,491,000 | 16,056,000 | |
| Shares (Diluted) | 28,977,000 | 29,401,000 | 29,533,000 | 29,551,000 | 29,554,000 | 29,268,000 | 29,261,000 | 29,259,000 | 26,708,000 | 22,931,000 | 19,522,000 | 16,079,000 |
Balance Sheet
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $46M | $47M | $51M | $51M | $57M | $56M | $57M | $60M | $62M | $64M | $42M | $37M | |
| PP&E (Gross) | $88M | $96M | $101M | $99M | $103M | $101M | $97M | $101M | $104M | $103M | $79M | $72M | |
| Accum. Depreciation | $42M | $49M | $49M | $48M | $47M | $45M | $40M | $42M | $42M | $39M | $37M | $35M | |
| Goodwill | $176M | $176M | $176M | $176M | $176M | $173M | $173M | $173M | $173M | $173M | $113M | $68M | |
| Intangibles | $7M | $8M | $11M | $11M | $12M | $9M | $10M | $12M | $14M | $17M | $13M | $12M | |
| Total Assets | $8.44B | $8.13B | $7.78B | $7.22B | $7.12B | $6.34B | $5.38B | $4.98B | $4.55B | $4.23B | $2.88B | $2.24B | |
| Short-term Debt | $24M | $11M | $6M | $197M | $20M | $18M | $19M | $190M | $105M | $196M | $24M | · | |
| Total Liabilities | $7.49B | $7.24B | $6.94B | $6.45B | $6.35B | $5.64B | $4.71B | $4.36B | $3.95B | $3.73B | $2.52B | $1.95B | |
| Long-term Debt | · | · | · | · | · | · | $150M | $145M | $156M | $128M | $0 | · | |
| Total Debt | $24M | $11M | $6M | $197M | $20M | $18M | $19M | $190M | $105M | $196M | · | · | |
| Common Stock | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $145M | $110M | $91M | |
| Retained Earnings | $591M | $526M | $475M | $429M | $375M | $307M | $289M | $248M | $217M | $195M | $193M | $182M | |
| Treasury Stock | $84M | $55M | $44M | $49M | $42M | $46M | $45M | $46M | $44M | $45M | $47M | $37M | |
| AOCI | $-25M | $-44M | $-51M | $-62M | $-16M | $-22M | $-22M | $-28M | $-18M | $-19M | $-17M | $-14M | |
| Stockholders' Equity | $943M | $887M | $839M | $776M | $774M | $692M | $675M | $624M | $603M | $505M | $362M | $285M | |
| Liabilities + Equity | $8.44B | $8.13B | $7.78B | $7.22B | $7.12B | $6.34B | $5.38B | $4.98B | $4.55B | $4.23B | $2.88B | $2.24B | |
| Shares Outstanding | 28,156,917 | 29,045,877 | 29,511,721 | 29,271,915 | 29,500,542 | 29,295,052 | 29,334,629 | 29,270,852 | 29,334,859 | 26,589,353 | 19,530,930 | 16,221,607 |
Cash Flow
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $5M | $5M | $4M | $4M | $4M | $1M | $2M | $3M | $3M | $2M | $1M | $1M | |
| Deferred Tax | $508.0K | $-1M | $-710.0K | $-545.0K | $4M | $-10M | $-2M | $-599.0K | $7M | $942.0K | $4M | $4M | |
| Amort. of Intangibles | $469.0K | $648.0K | $845.0K | $1M | $965.0K | $1M | $2M | $3M | $4M | $4M | $4M | $3M | |
| Restructuring | $0 | $0 | $2M | $184.0K | $0 | $1M | $0 | $571.0K | $0 | $2M | $2M | $0 | |
| Operating Cash Flow | $102M | $75M | $90M | $109M | $102M | $51M | $73M | $86M | $69M | $33M | $39M | $30M | |
| CapEx | $5M | $3M | $7M | $5M | $6M | $4M | $4M | $4M | $4M | $13M | $6M | $6M | |
| Investing Cash Flow | $-84M | $-260M | $-454M | $-898M | $-127M | $-867M | $-343M | $-431M | $-332M | $-314M | $-190M | $-36M | |
| Debt Issued | · | · | · | · | · | · | $25M | $10M | $95M | $20M | $0 | $0 | |
| Net Debt Issued | · | · | · | · | · | · | $5M | $-10M | $30M | $5M | · | · | |
| Stock Repurchased | $35M | $19M | $462.0K | $11M | $295.0K | $4M | $2M | $6M | $4M | $8M | $13M | $5M | |
| Net Stock Activity | $-35M | $-19M | $-462.0K | $-11M | $-295.0K | $-4M | $-2M | $-6M | $-4M | $-8M | $-13M | $-5M | |
| Dividends Paid | $25M | $25M | $25M | $25M | $24M | $18M | $23M | $23M | $21M | $17M | $15M | $13M | |
| Financing Cash Flow | $207M | $264M | $462M | $51M | $695M | $911M | $286M | $379M | $281M | $278M | $151M | $6M | |
| Taxes Paid | $21M | $21M | $21M | $12M | $27M | $17M | $17M | $2M | $13M | $8M | $2M | $6M | |
| Free Cash Flow | $97M | $72M | $83M | $104M | $96M | $47M | $71M | $83M | $65M | $21M | $30M | $26M | |
| Levered FCF | · | · | $-39M | $77M | $79M | $23M | $34M | $56M | $51M | $10M | $24M | $23M |
Profitability
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 27.7% | 25.4% | 24.0% | 26.4% | · | · | · | · | · | · | · | 18.4% | |
| Pretax Margin | 34.5% | 31.9% | 29.9% | 32.8% | · | · | · | · | · | · | · | 24.6% | |
| ROA | 1.1% | 0.95% | 0.91% | 1.1% | 1.3% | 0.74% | 1.2% | 1.0% | 0.98% | 0.47% | 0.95% | 1.0% | |
| ROE | 9.8% | 8.6% | 8.6% | 10.2% | 12.0% | 6.9% | 9.8% | 8.2% | 7.8% | 3.9% | 7.6% | 7.7% |
Liquidity & Solvency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | 0.3 | 0.0 | 0.0 | 0.0 | 0.3 | 0.2 | 0.4 | · | · |
Efficiency
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.1 |
Per Share
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $33.50 | $30.55 | $28.44 | $26.53 | $26.23 | $23.64 | $23.01 | $21.32 | $20.57 | $19.00 | $18.51 | $17.54 | |
| Revenue / Share | $11.32 | $10.18 | $10.05 | $10.02 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $0.00 | $7.38 | |
| Cash Flow / Share | $3.50 | $2.55 | $3.04 | $3.70 | $3.46 | $1.75 | $2.50 | $2.94 | $2.57 | $1.45 | $1.82 | $1.95 | |
| Dividend / Share | $0.87 | $0.84 | $0.84 | $0.83 | $0.80 | $0.60 | $0.80 | $0.80 | $0.80 | $0.80 | $0.80 | $0.80 | |
| EPS (TTM) | $3.13 | $2.58 | $2.41 | $2.64 | $3.11 | $1.60 | $2.24 | $1.72 | $1.64 | $0.84 | $1.39 | $1.37 |
Growth Rates
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.6% | 0.81% | 0.22% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 3.5% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 21.3% | 7.0% | -8.7% | -15.1% | 94.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | 5.8% | -6.0% | 14.6% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 14.4% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 19.5% | 6.8% | -9.0% | -14.9% | 95.7% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 5.1% | -6.1% | 14.9% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 14.1% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividends Paid CAGR 5Y | 7.6% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM)
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $328M | $299M | $297M | $296M | $0 | $0 | $0 | $0 | $0 | $0 | $0 | $0 | |
| Net Income TTM | $91M | $76M | $71M | $78M | $92M | $47M | $66M | $51M | $44M | $20M | $27M | $22M | |
| Market Cap | $922M | $857M | $650M | $765M | $883M | $603M | $786M | $631M | $823M | $822M | $407M | $328M | |
| P/E | 10.5 | 11.4 | 9.1 | 9.9 | 9.6 | 12.9 | 12.0 | 12.5 | 17.1 | 36.8 | 15.0 | 14.8 | |
| P/S | 2.8 | 2.9 | 2.2 | 2.6 | · | · | · | · | · | · | · | · | |
| P/B | 1.0 | 1.0 | 0.8 | 1.0 | 1.1 | 0.9 | 1.2 | 1.0 | 1.4 | 1.6 | 1.1 | 1.2 | |
| P / Tangible Book | 1.2 | 1.2 | 1.0 | 1.3 | 1.5 | 1.2 | · | · | · | · | · | · | |
| P / Cash Flow | 9.1 | 11.4 | 7.2 | 7.0 | 8.6 | 11.8 | 10.7 | 7.3 | 12.0 | 24.7 | 11.4 | 10.3 | |
| P / FCF | 9.5 | 11.9 | 7.8 | 7.3 | 9.2 | 12.7 | 11.1 | 7.6 | 12.7 | 39.8 | 13.7 | 12.5 | |
| Dividend Yield | 2.8% | 2.9% | 3.9% | 3.2% | 2.7% | 2.9% | 3.0% | 3.7% | 2.6% | 2.1% | 3.7% | 4.0% | |
| Earnings Yield | 9.6% | 8.7% | 10.9% | 10.1% | 10.4% | 7.8% | 8.4% | 8.0% | 5.9% | 2.7% | 6.7% | 6.8% | |
| Payout Ratio | 27.9% | 32.7% | 35.2% | 31.5% | 25.7% | 37.4% | 35.7% | 46.5% | 48.3% | 87.3% | 55.0% | 58.5% | |
| Annual Payout | $25M | $25M | $25M | $25M | $24M | $18M | $23M | $23M | $21M | $17M | $15M | $13M |
Income Statement
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue | $84M | $87M | $85M | $83M | $81M | $79M | $77M | $73M | $72M | $77M | · | · | · | · | · | · | |
| Interest Expense | · | · | · | · | · | · | · | · | $49M | $47M | · | $44M | $36M | $24M | $15M | $9M | |
| Interest Income | $108M | $106M | $112M | $110M | $106M | $103M | $107M | $106M | $100M | $99M | $101M | $97M | $90M | $83M | $77M | $67M | |
| Pretax Income | $29M | $33M | $29M | $32M | $25M | $28M | $24M | $23M | $23M | $26M | $20M | $21M | $21M | $26M | $30M | $26M | |
| Income Tax | $6M | $6M | $6M | $6M | $5M | $5M | $5M | $5M | $4M | $5M | $4M | $4M | $4M | $5M | $6M | $5M | |
| Net Income | $23M | $27M | $23M | $26M | $20M | $22M | $19M | $19M | $18M | $20M | $16M | $17M | $17M | $21M | $24M | $21M | |
| EPS (Basic) | $0.83 | $0.97 | $0.81 | $0.89 | $0.69 | $0.77 | $0.65 | $0.64 | $0.62 | $0.69 | $0.55 | $0.58 | $0.57 | $0.72 | $0.81 | $0.71 | |
| EPS (Diluted) | $0.82 | $0.96 | $0.78 | $0.89 | $0.69 | $0.77 | $0.64 | $0.63 | $0.62 | $0.69 | $0.55 | $0.58 | $0.57 | $0.71 | $0.80 | $0.71 | |
| Shares (Basic) | · | · | · | · | · | · | · | · | · | · | · | · | · | · | · | 29,291,000 | |
| Shares (Diluted) | 27,964,000 | 28,309,000 | · | 28,960,000 | 29,047,000 | 29,271,000 | · | 29,346,000 | 29,353,000 | 29,564,000 | · | 29,558,000 | 29,504,000 | 29,506,000 | · | 29,432,000 |
Balance Sheet
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $44M | $45M | $46M | $46M | $47M | $47M | $47M | $47M | $48M | $49M | · | $51M | $52M | $52M | · | $51M | |
| PP&E (Gross) | · | · | $88M | · | · | · | $96M | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | · | · | $42M | · | · | · | $49M | · | · | · | · | · | · | · | · | · | |
| Goodwill | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | $176M | |
| Intangibles | $8M | $8M | $7M | $8M | $8M | $8M | $8M | $7M | $8M | $7M | · | $11M | $11M | $11M | · | $12M | |
| Total Assets | $8.20B | $8.14B | $8.44B | $8.57B | $7.94B | $7.98B | $8.13B | $8.21B | $7.86B | $7.75B | · | $7.83B | $7.60B | $7.36B | · | $6.91B | |
| Short-term Debt | $19M | $26M | $24M | $12M | $6M | $4M | $11M | $8M | $12M | $5M | · | $15M | $245M | $272M | · | $81M | |
| Total Liabilities | $7.25B | $7.19B | $7.49B | $7.64B | $7.02B | $7.07B | $7.24B | $7.33B | $7.00B | $6.90B | · | $7.02B | $6.79B | $6.56B | · | $6.15B | |
| Total Debt | $19M | $26M | · | $12M | $6M | $4M | · | $8M | $12M | $5M | · | $15M | $245M | $272M | · | $81M | |
| Common Stock | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | $158M | · | $158M | $158M | $158M | · | $158M | |
| Retained Earnings | $628M | $612M | $591M | $575M | $555M | $542M | $526M | $513M | $500M | $489M | · | $465M | $454M | $443M | · | $411M | |
| Treasury Stock | $108M | $93M | $84M | $70M | $63M | $59M | $55M | $53M | $50M | $47M | · | $44M | $45M | $45M | · | $49M | |
| AOCI | $-27M | $-26M | $-25M | $-32M | $-35M | $-38M | $-44M | $-42M | $-54M | $-55M | · | $-72M | $-61M | $-56M | · | $-65M | |
| Stockholders' Equity | $954M | $952M | $943M | $933M | $917M | $903M | $887M | $877M | $854M | $844M | $839M | $807M | $805M | $798M | $776M | $754M | |
| Liabilities + Equity | $8.20B | $8.14B | $8.44B | $8.57B | $7.94B | $7.98B | $8.13B | $8.21B | $7.86B | $7.75B | · | $7.83B | $7.60B | $7.36B | · | $6.91B | |
| Shares Outstanding | 27,585,768 | 27,949,173 | 28,156,917 | 28,576,346 | 28,810,805 | 28,962,648 | 29,045,877 | 29,081,108 | 29,190,640 | 29,337,919 | · | 29,508,128 | 29,471,124 | 29,427,696 | · | 29,242,451 |
Cash Flow
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Stock-based Comp | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $1M | $965.0K | $1M | $1M | $1M | $1M | $1M | |
| Restructuring | $0 | $427.0K | · | · | $0 | $0 | $0 | $0 | $0 | · | $189.0K | $0 | $1M | · | $184.0K | $0 | |
| Operating Cash Flow | $24M | $22M | $31M | $32M | $23M | $16M | $28M | $39M | $-3M | $12M | $28M | $22M | $19M | $21M | $26M | $24M | |
| CapEx | $1M | $578.0K | $670.0K | $622.0K | $1M | $2M | $637.0K | $615.0K | $812.0K | $1M | $2M | $946.0K | $2M | $3M | $2M | $2M | |
| Investing Cash Flow | $-92M | $-37M | $-125M | $17M | $27M | $-3M | $-104M | $-46M | $-95M | $-14M | $19M | $-88M | $-237M | $-149M | $-273M | $-203M | |
| Stock Repurchased | $17M | $12M | $15M | $8M | $5M | $7M | $4M | $4M | $4M | $6M | $462.0K | $0 | $0 | $0 | $0 | $4M | |
| Net Stock Activity | · | $-12M | · | · | · | $-7M | · | · | · | $-6M | · | · | · | · | · | · | |
| Dividends Paid | $6M | $7M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | $6M | |
| Financing Cash Flow | $41M | $-316M | $-169M | $608M | $-59M | $-172M | $-99M | $321M | $87M | $-45M | $-88M | $216M | $220M | $114M | $287M | $198M | |
| Taxes Paid | · | · | $7M | $3M | $11M | $70.0K | $5M | $5M | $11M | $122.0K | $8M | $5M | $8M | $65.0K | $5M | $4M | |
| Free Cash Flow | · | $22M | · | · | · | $14M | · | · | · | $11M | · | · | · | $18M | · | · | |
| Levered FCF | · | · | · | · | · | · | · | · | · | $-27M | · | · | · | $-1M | · | · |
Profitability
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 27.2% | 31.0% | · | 30.8% | 24.6% | 28.3% | · | 25.3% | 25.1% | 26.4% | · | 23.5% | 22.7% | 26.6% | · | 27.3% | |
| Pretax Margin | 33.9% | 38.3% | · | 38.5% | 30.9% | 34.8% | · | 31.9% | 31.4% | 33.2% | · | 29.4% | 28.2% | 33.0% | · | 34.1% | |
| ROA | 0.28% | 0.34% | · | 0.31% | 0.25% | 0.28% | · | 0.23% | 0.23% | 0.27% | · | 0.23% | 0.23% | 0.29% | · | 0.30% | |
| ROE | 2.5% | 2.9% | · | 2.8% | 2.3% | 2.6% | · | 2.2% | 2.2% | 2.5% | · | 2.2% | 2.1% | 2.7% | · | 2.8% |
Liquidity & Solvency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.3 | 0.3 | · | 0.1 |
Efficiency
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 |
Per Share
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Book Value / Share | $34.59 | $34.06 | · | $32.66 | $31.82 | $31.19 | · | $30.16 | $29.26 | $28.76 | · | $27.36 | $27.32 | $27.13 | · | $25.79 | |
| Revenue / Share | $3.02 | $3.09 | · | $2.87 | $2.79 | $2.71 | · | $2.50 | $2.45 | $2.61 | · | $2.45 | $2.51 | $2.68 | · | $2.59 | |
| Cash Flow / Share | · | $0.78 | · | · | · | $0.53 | · | · | · | $0.39 | · | · | · | $0.70 | · | · | |
| Dividend / Share | $0.23 | $0.22 | $0.22 | $0.22 | $0.22 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | $0.21 | |
| EPS (TTM) | $3.45 | $3.32 | · | $2.99 | $2.73 | $2.66 | · | $2.49 | $2.44 | $2.39 | · | $2.66 | $2.79 | $2.67 | · | $2.42 |
Valuation (TTM)
| Metric | Trend | Q2 2026 | Q1 2026 | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $340M | $336M | · | $320M | $310M | $301M | · | · | · | · | · | · | · | · | · | · | |
| Net Income TTM | $98M | $95M | · | $87M | $80M | $78M | · | $73M | $72M | $70M | · | $79M | $82M | $79M | · | $72M | |
| Market Cap | $1.21B | $958M | · | $858M | $865M | $821M | · | $818M | $666M | $611M | · | $513M | $533M | $699M | · | $687M | |
| P/E | 12.7 | 10.3 | · | 10.0 | 11.0 | 10.7 | · | 11.3 | 9.4 | 8.7 | · | 6.5 | 6.5 | 8.9 | · | 9.7 | |
| P/S | 3.6 | 2.8 | · | 2.7 | 2.8 | 2.7 | · | · | · | · | · | · | · | · | · | · | |
| P/B | 1.3 | 1.0 | · | 0.9 | 0.9 | 0.9 | · | 0.9 | 0.8 | 0.7 | · | 0.6 | 0.7 | 0.9 | · | 0.9 | |
| P / Tangible Book | 1.6 | 1.2 | · | 1.1 | 1.2 | 1.1 | · | 1.2 | 1.0 | 0.9 | · | 0.8 | 0.9 | 1.1 | · | 1.2 | |
| P / Cash Flow | · | 43.3 | · | · | · | 52.6 | · | · | · | 52.8 | · | · | · | 33.7 | · | · | |
| Dividend Yield | 2.1% | 2.7% | · | 2.9% | 2.9% | 3.0% | · | 3.0% | 3.8% | 4.1% | · | 4.9% | 4.7% | 3.5% | · | 3.5% | |
| Earnings Yield | 7.9% | 9.7% | · | 10.0% | 9.1% | 9.4% | · | 8.8% | 10.7% | 11.5% | · | 15.3% | 15.4% | 11.2% | · | 10.3% | |
| Payout Ratio | · | 24.1% | · | · | · | 28.6% | · | · | · | 30.6% | · | · | · | 29.4% | · | · | |
| Annual Payout | $26M | $25M | · | $25M | $25M | $25M | · | $25M | $25M | $25M | · | $25M | $25M | $25M | · | $24M |
Most recent period on the left · null values shown as ·
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Revenue | $328M | $299M | $297M | · | · |
| Net Income | $91M | $76M | $71M | · | · |
| Diluted EPS | $3.13 | $2.58 | $2.41 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.0 | · | · |
| Metric | 2025-12-31 | 2024-12-31 | 2023-12-31 | 2023-09-30 | 2023-06-30 |
|---|---|---|---|---|---|
| Free Cash Flow | $97M | $72M | $83M | · | · |
Institutional owners (13F) 236 filers · $1.0B total · As of Sept. 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Holders
236
Value held
$1.0B
New positions
30
Exited positions
15
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 30 (-7 vs prior Q) | 15 (+1 vs prior Q) | 82 (+5 vs prior Q) | 54 (+3 vs prior Q) | +345K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| BlackRock, Inc. | $149,504,735 | 3,417,251 | 14.41% | Shares |
| DIMENSIONAL FUND ADVISORS LP | $82,980,477 | 1,896,670 | 8.00% | Shares |
| FMR LLC | $68,710,453 | 1,570,525 | 6.62% | Shares |
| VANGUARD GROUP INC | $54,447,045 | 1,663,013 | 5.25% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $51,960,125 | 1,187,660 | 5.01% | Shares |
| STATE STREET CORP | $43,399,344 | 991,985 | 4.18% | Shares |
| AMERICAN CENTURY COMPANIES INC | $37,024,837 | 846,282 | 3.57% | Shares |
| PZENA INVESTMENT MANAGEMENT LLC | $36,514,975 | 834,628 | 3.52% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $36,039,435 | 823,655 | 3.47% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33,426,138 | 764,026 | 3.22% | Shares |
| RENAISSANCE TECHNOLOGIES LLC | $22,565,769 | 515,789 | 2.17% | Shares |
| UNIVEST FINANCIAL Corp | $22,025,198 | 503,433 | 2.12% | Shares |
| AQR CAPITAL MANAGEMENT LLC | $19,031,514 | 435,006 | 1.83% | Shares |
| TWO SIGMA INVESTMENTS, LP | $18,561,025 | 424,252 | 1.79% | Shares |
| Assenagon Asset Management S.A. | $15,670,506 | 358,183 | 1.51% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $15,368,544 | 351,281 | 1.48% | Shares |
| Leeward Investments, LLC - MA | $14,062,913 | 321,438 | 1.36% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $13,908,475 | 317,908 | 1.34% | Shares |
| NORTHERN TRUST CORP | $13,443,152 | 307,272 | 1.30% | Shares |
| SEI INVESTMENTS CO | $12,707,058 | 290,405 | 1.22% | Shares |
| GOLDMAN SACHS GROUP INC | $12,320,667 | 281,615 | 1.19% | Shares |
| Nuveen, LLC | $11,940,032 | 272,915 | 1.15% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11,688,644 | 267,169 | 1.13% | Shares |
| MORGAN STANLEY | $10,969,877 | 250,739 | 1.06% | Shares |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | $10,471,650 | 239,352 | 1.01% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $10,338,519 | 236,309 | 1.00% | Shares |
| BANK OF AMERICA CORP /DE/ | $9,050,387 | 206,866 | 0.87% | Shares |
| NEUBERGER BERMAN GROUP LLC | $8,189,816 | 187,196 | 0.79% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $8,017,538 | 183,258 | 0.77% | Shares |
| MILLENNIUM MANAGEMENT LLC | $6,383,781 | 145,915 | 0.62% | Shares |
| Bank of New York Mellon Corp | $6,133,561 | 140,196 | 0.59% | Shares |
| Empowered Funds, LLC | $6,090,656 | 139,215 | 0.59% | Shares |
| Trexquant Investment LP | $5,973,625 | 136,540 | 0.58% | Shares |
| Point72 Asset Management, L.P. | $5,766,513 | 131,806 | 0.56% | Shares |
| TUDOR INVESTMENT CORP ET AL | $5,620,125 | 128,460 | 0.54% | Shares |
| Man Group plc | $5,454,881 | 124,683 | 0.53% | Shares |
| Qube Research & Technologies Ltd | $5,007,144 | 114,449 | 0.48% | Shares |
| ALGERT GLOBAL LLC | $4,215,794 | 96,361 | 0.41% | Shares |
| UBS Group AG | $4,183,463 | 95,622 | 0.40% | Shares |
| JPMORGAN CHASE & CO | $3,954,077 | 89,479 | 0.38% | Shares |
| RAYMOND JAMES FINANCIAL INC | $3,804,852 | 86,968 | 0.37% | Shares |
| Creative Planning | $3,754,714 | 85,822 | 0.36% | Shares |
| AMERIPRISE FINANCIAL INC | $3,611,564 | 82,550 | 0.35% | Shares |
| BNP PARIBAS FINANCIAL MARKETS | $3,571,750 | 81,640 | 0.34% | Shares |
| MARTINGALE ASSET MANAGEMENT L P | $3,538,413 | 80,878 | 0.34% | Shares |
| PRUDENTIAL FINANCIAL INC | $3,064,731 | 70,051 | 0.30% | Shares |
| State of New Jersey Common Pension Fund D | $3,037,738 | 69,434 | 0.29% | Shares |
| FRANKLIN RESOURCES INC | $2,877,875 | 65,780 | 0.28% | Shares |
| Campbell & CO Investment Adviser LLC | $2,857,269 | 65,309 | 0.28% | Shares |
| Integrated Quantitative Investments LLC | $2,827,562 | 64,630 | 0.27% | Shares |
Company insiders 50 insiders · 19 officers · 26 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| SCHWEITZER JEFFREY M | Chairman, President & CEO | June 8, 2026 M | 110,513 | 0 | 2 | $-999,571 |
| Brian Jason Richardson | Sr EVP & CFO | June 8, 2026 M | 24,228 | 0 | 2 | $-137,156 |
| Roger S Deacon | Senior EVP and CFO | March 15, 2018 A | 69,839 | 0 | 0 | $0 |
| Wallace H Bieler | Senior Executive VP & CFO | Dec. 31, 2007 A | 2,500 | 0 | 0 | $0 |
| Philip C. Jackson | President, Commercial Banking | Dec. 9, 2016 M | 27,712 | 0 | 0 | $0 |
| Jay R. Goldstein | President, Commercial Banking | Jan. 31, 2016 A | 135,672 | 0 | 0 | $0 |
| Michael S Keim | Senior EVP & COO | May 5, 2026 M | 66,979 | 0 | 2 | $-508,587 |
| Megan D Santana | Sr EVP & Chief Risk Officer | June 8, 2026 M | 35,975 | 0 | 2 | $-203,198 |
| Eleni S Monios | EVP & Chief Credit Officer | March 15, 2026 A | 2,904 | 0 | 0 | $0 |
| Patrick C Mccormick | SEVP & Chief Comm Bank Officer | March 15, 2026 A | 13,023 | 0 | 0 | $0 |
| BROBST DUANE J | Sr EVP & Chief Credit Officer | March 15, 2022 M | 53,851 | 0 | 0 | $0 |
| Eric W Conner | Executive Vice President | Aug. 21, 2018 M | 9,590 | 0 | 0 | $0 |
| Kevin Brian Norris | Pres - Invest. & Wealth Mgmt | Feb. 19, 2017 F | 19,897 | 0 | 0 | $0 |
| LIDDLE MARY E | SVP & Controller | Feb. 14, 2017 M | 6,353 | 0 | 0 | $0 |
| TEJKL KAREN E | Senior VP, Compliance Officer | Jan. 31, 2016 A | 1,110 | 0 | 0 | $0 |
| HOCHSTETLER KENNETH D | Senior Executive VP | Feb. 15, 2014 D | 48,737 | 0 | 0 | $0 |
| SWARTLEY RICHARD R | Executive Vice President | Jan. 31, 2008 P | 18,305 | 0 | 0 | $0 |
| George D Terry | Executive Vice President | June 21, 2005 D | 140 | 0 | 0 | $0 |
| Martin Renninger | Executive Vice President | June 23, 2004 D | 8,249 | 0 | 0 | $0 |
| Thomas M Petro | Director | Aug. 24, 2026 S | 47,239 | 0 | 1 | $-208,450 |
| Michael L. Turner | Director | Aug. 13, 2026 S | 24,684 | 0 | 1 | $-344,320 |
| Anne Vazquez | Director | Jan. 31, 2026 A | 8,016 | 0 | 0 | $0 |
| Joseph P Beebe | Director | Jan. 31, 2026 A | 12,166 | 0 | 0 | $0 |
| Suzanne Keenan | Director | Jan. 31, 2026 A | 16,075 | 0 | 0 | $0 |
| Robert C Wonderling | Director | Jan. 31, 2026 A | 19,373 | 0 | 0 | $0 |
| Charles H Zimmerman | Director | Jan. 31, 2026 A | 17,419 | 0 | 0 | $0 |
| Martin P. Connor | Director | Jan. 31, 2026 A | 8,076 | 0 | 0 | $0 |
| William S Aichele | Director | Jan. 31, 2024 A | 143,949 | 0 | 0 | $0 |
| Roger H Ballou | Director | Jan. 31, 2023 A | 11,253 | 0 | 0 | $0 |
| Glenn E Moyer | Director | Jan. 31, 2023 A | 17,391 | 0 | 0 | $0 |
| Leon K Moyer | Director | May 28, 2021 S | 66,347 | 0 | 0 | $0 |
| William G Morral | Director | Oct. 1, 2018 D | 31,437 | 0 | 0 | $0 |
| Lee R Delp | Director | Oct. 1, 2018 D | 16,705 | 0 | 0 | $0 |
| Gregory P Shelly | Director | Dec. 1, 2017 D | 107,761 | 0 | 0 | $0 |
| CLEMENS DOUGLAS C | Director | July 26, 2017 D | 15,675 | 0 | 0 | $0 |
| Thomas Scannapieco | Director | Jan. 31, 2016 A | 13,124 | 0 | 0 | $0 |
| LEWIS H PAUL | Director | Jan. 31, 2015 A | 10,997 | 0 | 0 | $0 |
| Ray H Mininger | Director | Sept. 24, 2012 S | 8,595 | 0 | 0 | $0 |
| Thomas Leidy | Director | May 5, 2010 P | 90,157 | 0 | 0 | $0 |
| John U Young | Director | Nov. 20, 2009 P | 10,993 | 0 | 0 | $0 |
| Marvin A Anders | Director | April 2, 2008 G | 76,123 | 0 | 0 | $0 |
| James L Bergey | Director | May 1, 2006 P | 1,851 | 0 | 0 | $0 |
| Merrill S Moyer | Director | Nov. 1, 2004 P | 126,000 | 0 | 0 | $0 |
| Charles H Hoeflich | Director | Nov. 3, 2003 D | 210,209 | 0 | 0 | $0 |
| Natalye Paquin | · | April 27, 2026 S | 17,004 | 3 | 1 | $-451,819 |
| Todd S Benning | · | Jan. 31, 2026 A | 16,127 | 0 | 0 | $0 |
| Domenick A Cama | · | Jan. 31, 2026 A | · | 0 | 0 | $0 |
| SCHLOSSER MARK A | · | April 17, 2018 D | 4,366 | 0 | 0 | $0 |
| Margaret K Zook | · | May 1, 2017 D | 6,326 | 0 | 0 | $0 |
| Marc B Davis | · | July 13, 2009 P | 496 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
ETF ownership Held by 37 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| ROSC · Lattice Strategies Trust | 0.33% | 4,612 NS | July 31, 2026 | N-PORT |
| IWC · iShares Trust | 0.29% | 96,202 SH | Sept. 11, 2026 | Daily |
| EBIT · Harbor ETF Trust | 0.20% | 535 NS | July 31, 2026 | N-PORT |
| VFMF · VANGUARD WELLINGTON FUND | 0.19% | 31,038 SH | Aug. 19, 2026 | Daily |
| DPST · Direxion Shares ETF Trust | 0.16% | 14,999 NS | July 31, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.12% | 68,824 NS | July 31, 2026 | N-PORT |
| VFQY · VANGUARD WELLINGTON FUND | 0.12% | 12,504 SH | Aug. 19, 2026 | Daily |
| DFSV · Dimensional ETF Trust | 0.08% | 155,860 NS | July 31, 2026 | N-PORT |
| VTWV · VANGUARD SCOTTSDALE FUNDS | 0.08% | 24,536 SH | Aug. 19, 2026 | Daily |
| VFVA · VANGUARD WELLINGTON FUND | 0.07% | 14,496 SH | Aug. 19, 2026 | Daily |
| DFAT · Dimensional ETF Trust | 0.06% | 187,437 NS | July 31, 2026 | N-PORT |
| OMFS · Invesco Exchange-Traded Self-Indexe… | 0.04% | 2,802 SH | Oct. 1, 2026 | Daily |
| IWM · iShares Trust | 0.04% | 740,217 SH | Sept. 11, 2026 | Daily |
| VTWO · VANGUARD SCOTTSDALE FUNDS | 0.04% | 162,029 SH | Aug. 19, 2026 | Daily |
| RSSL · Global X Funds | 0.04% | 13,478 NS | July 31, 2026 | N-PORT |
| PRFZ · Invesco Exchange-Traded Fund Trust | 0.04% | 22,625 SH | Oct. 2, 2026 | Daily |
| DFAS · Dimensional ETF Trust | 0.03% | 92,454 NS | July 31, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.01% | 7,350 NS | July 31, 2026 | N-PORT |
| WSML · iShares Trust | 0.01% | 1,756 SH | Sept. 11, 2026 | Daily |
| VXF · VANGUARD INDEX FUNDS | 0.01% | 319,911 SH | Aug. 19, 2026 | Daily |
| VFH · VANGUARD WORLD FUND | 0.01% | 45,920 SH | Aug. 19, 2026 | Daily |
| TILT · FlexShares Trust | 0.01% | 4,601 NS | July 31, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.01% | 1,103 NS | July 31, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.01% | 23,490 NS | July 31, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.01% | 70,523 NS | July 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.00% | 2,614 NS | July 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.00% | 1,526 NS | July 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.00% | 6,926 NS | July 31, 2026 | N-PORT |
| ITOT · iShares Trust | 0.00% | 41,974 SH | Sept. 11, 2026 | Daily |
| DFUS · Dimensional ETF Trust | 0.00% | 8,820 NS | July 31, 2026 | N-PORT |
| IWV · iShares Trust | 0.00% | 7,393 SH | Sept. 11, 2026 | Daily |
| VTI · VANGUARD INDEX FUNDS | 0.00% | 840,463 SH | Aug. 19, 2026 | Daily |
| VTHR · VANGUARD SCOTTSDALE FUNDS | 0.00% | 2,413 SH | Aug. 19, 2026 | Daily |
| IWN · iShares Trust | · | 268,578 SH | Sept. 11, 2026 | Daily |
| SVAL · iShares Trust | · | 16,025 SH | Sept. 3, 2026 | Daily |
| ISCB · iShares Trust | · | 1,232 SH | Sept. 11, 2026 | Daily |
| ISCV · iShares Trust | · | 6,203 SH | Sept. 11, 2026 | Daily |
UVSP Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
rating · 8 analysts
SELL
Median target
$46.00
+10.0%
0 0.0%
Strong Buy
0 0.0%
Buy
5 62.5%
Hold
1 12.5%
Sell
2 25.0%
Strong Sell
12-Month Price Target
3 analysts · 2026-10-04Mean target $45.50 +8.8%
← Below all targets
Current price $41.81
Low$43.50
Mean$45.50
High$47.00
Peer comparison (GICS sub-industry) Key metrics vs sector peers
FY basis, prices as of each company's last fiscal year-end close.
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| UVSP | $922M | 10.5 | 9.6% | 27.7% | 9.8% | · |
| PFBC | · | · | · | · | · | · |
| THFF | $718M | 9.0 | 20.2% | 30.2% | 12.8% | · |
| AMTB | · | 15.5 | 30.8% | 11.9% | 5.6% | · |
| HFWA | $803M | 12.1 | 13.5% | 27.4% | 7.5% | · |
| MCB | $770M | 11.5 | -53.8% | 643.2% | 9.7% | · |
| NBN | · | · | · | · | · | · |
| CFFN | $839M | 12.2 | 6.5% | 417.3% | 6.5% | · |
| FSBC | $765M | 12.3 | 25.6% | 38.9% | 14.3% | · |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | · |
Latest News Recent headlines mentioning this company
Trading Signals Recent buy/sell signals with entry price and risk/reward ratio
No open signal right now — no card is filled, and that's honest.
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Source: SEC 10-Q filed Jul 28, 2026