Univest Financial Management
Management criteria checks 4/4
Univest Financial's CEO is Jeff Schweitzer, appointed in Jan 2013, has a tenure of 13.42 years. total yearly compensation is $2.10M, comprised of 39.6% salary and 60.4% bonuses, including company stock and options. directly owns 0.4% of the company’s shares, worth $4.80M. The average tenure of the management team and the board of directors is 7.2 years and 8.2 years respectively.
Key information
Jeff Schweitzer
Chief executive officer
US$2.1m
Total compensation
| CEO salary percentage | 39.57% |
| CEO tenure | 13.4yrs |
| CEO ownership | 0.4% |
| Management average tenure | 7.2yrs |
| Board average tenure | 8.2yrs |
Recent management updates
Recent updates
UVSP: Buybacks And Dividend Increases Will Support Steady Forward Shareholder Returns
Analysts lifted their price target on Univest Financial by $3 to reflect updated views on the stock's fair value and earnings potential, citing recent research that supports a modest upward reset in expectations. What’s in the News for Univest Financial From January 1, 2026 to March 31, 2026, Univest Financial repurchased 351,138 shares, representing 1.25% of its shares, for $11.95 million under its ongoing buyback program (Source: Key Developments).UVSP: Buybacks And Dividend Increases Will Support Future Shareholder Returns
Analysts have raised their price target for Univest Financial by $3 to $40, reflecting updated assumptions for fair value, discount rate, revenue growth, profit margin and future P/E based on recent research. What's in the News From January 1, 2026 to March 31, 2026, Univest Financial repurchased 351,138 shares, about 1.25% of its shares, for $11.83 million under its ongoing buyback program.UVSP: Share Repurchases And Revised Earnings Assumptions Will Shape Future Returns
Analysts have increased their price target for Univest Financial by $3, reflecting updated fair value estimates and revised assumptions regarding revenue, profit margins, and future P/E levels. Analyst Commentary Analysts lifting their fair value estimates for Univest Financial are updating their models for revenue, profitability, and achievable P/E levels.UVSP: Share Repurchases And Balanced Earnings Assumptions Will Shape Future Returns
Analysts have raised their price target for Univest Financial by $2, citing slightly stronger assumptions around revenue growth, profit margins, and future P/E. Together, these factors lift their fair value estimate to about $36.33.UVSP: Raised Fair Value Framework And Completed Buybacks Will Shape Future Returns
Analysts have raised their price target on Univest Financial by $2, reflecting updated views on the bank's fair value, discount rate, revenue growth, profit margin, and future P/E assumptions. Analyst Commentary Bullish Takeaways Bullish analysts view the higher price target as better alignment with their updated fair value estimates, reflecting adjustments to revenue growth, profit margin, and P/E assumptions.UVSP: Updated Earnings Framework And Buybacks Will Guide Measured Future Returns
Analysts have raised their price target on Univest Financial by $2. The change is supported by updated views on fair value, discount rate, revenue growth, profit margin and future P/E assumptions.UVSP: Updated Earnings Assumptions And Buybacks Will Shape Measured Future Returns
Narrative update The analyst price target for Univest Financial has been raised by $2. Analysts highlight updated assumptions around revenue growth, profit margin and a slightly lower future P/E as the key drivers for this change.UVSP: Refined Earnings Assumptions And Ongoing Buybacks Will Shape Balanced Future Returns
Analysts have lifted their price target on Univest Financial by $2 to $36, citing updated assumptions for fair value, discount rate, revenue growth, profit margin, and future P/E that together support a slightly higher valuation framework. Analyst Commentary Recent research points to a modestly higher fair value framework for Univest Financial, with the price target lifted by $2 to $36 as analysts refresh their assumptions on discount rate, revenue trends, profit margins, and future P/E.UVSP: Higher Profitability Assumptions And Buybacks Will Support Balanced Future Returns
Analysts lifted their price target on Univest Financial by $2 to $34, citing updated assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in their recent research. Analyst Commentary Bullish Takeaways Bullish analysts view the higher $34 price target as better aligned with their updated fair value work, based on refreshed assumptions around discount rate, revenue trajectory, and profitability.Univest Financial Corporation (NASDAQ:UVSP) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Univest Financial Corporation ( NASDAQ:UVSP ) last week reported its latest full-year results, which makes it a good...Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Univest Financial Corporation's ( NASDAQ:UVSP ) investors are due to receive a payment of $0.21 per share on 20th of...
Stock Buybacks And Optimism Mask Underlying Risks And Growth Concerns
Emphasis on stock buybacks over reinvestment and innovation may undermine long-term value, hinting at possible overvaluation due to artificial earnings growth.Univest Financial Corporation Just Beat Earnings Expectations: Here's What Analysts Think Will Happen Next
Shareholders might have noticed that Univest Financial Corporation ( NASDAQ:UVSP ) filed its quarterly result this time...Univest Financial (NASDAQ:UVSP) Will Pay A Dividend Of $0.21
Univest Financial Corporation ( NASDAQ:UVSP ) has announced that it will pay a dividend of $0.21 per share on the 21st...Univest Financial (NASDAQ:UVSP) Has Announced A Dividend Of $0.21
Univest Financial Corporation ( NASDAQ:UVSP ) will pay a dividend of $0.21 on the 22nd of May. This makes the dividend...Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Univest Financial Corporation ( NASDAQ:UVSP ) has announced that it will pay a dividend of $0.21 per share on the 21st...Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Univest Financial Corporation ( NASDAQ:UVSP ) will pay a dividend of $0.21 on the 23rd of August. This makes the...CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$95m |
| Dec 31 2025 | US$2m | US$830k | US$91m |
| Sep 30 2025 | n/a | n/a | US$87m |
| Jun 30 2025 | n/a | n/a | US$80m |
| Mar 31 2025 | n/a | n/a | US$78m |
| Dec 31 2024 | US$2m | US$806k | US$76m |
| Sep 30 2024 | n/a | n/a | US$73m |
| Jun 30 2024 | n/a | n/a | US$72m |
| Mar 31 2024 | n/a | n/a | US$70m |
| Dec 31 2023 | US$2m | US$806k | US$71m |
| Sep 30 2023 | n/a | n/a | US$79m |
| Jun 30 2023 | n/a | n/a | US$82m |
| Mar 31 2023 | n/a | n/a | US$79m |
| Dec 31 2022 | US$2m | US$775k | US$78m |
| Sep 30 2022 | n/a | n/a | US$72m |
| Jun 30 2022 | n/a | n/a | US$72m |
| Mar 31 2022 | n/a | n/a | US$80m |
| Dec 31 2021 | US$2m | US$700k | US$92m |
| Sep 30 2021 | n/a | n/a | US$100m |
| Jun 30 2021 | n/a | n/a | US$97m |
| Mar 31 2021 | n/a | n/a | US$79m |
| Dec 31 2020 | US$2m | US$665k | US$47m |
| Sep 30 2020 | n/a | n/a | US$37m |
| Jun 30 2020 | n/a | n/a | US$36m |
| Mar 31 2020 | n/a | n/a | US$50m |
| Dec 31 2019 | US$1m | US$635k | US$66m |
Compensation vs Market: Jeff's total compensation ($USD2.10M) is below average for companies of similar size in the US market ($USD5.30M).
Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.
CEO
Jeff Schweitzer (52 yo)
Mr. Jeffrey M. Schweitzer, also known as Jeff, CPA, has been the Chief Executive Officer at Univest Bank and Trust Co. since January 01, 2015 and serves as its Chair since 2024. Mr. Schweitzer serves as th...
Leadership Team
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 13.4yrs | US$2.10m | 0.40% $ 4.8m | |
| Senior Executive VP & CFO | 6.9yrs | US$929.01k | 0.087% $ 1.1m | |
| Senior EVP & COO | 4.4yrs | US$1.24m | 0.24% $ 2.9m | |
| Senior EVP | 10.3yrs | US$802.62k | 0.13% $ 1.6m | |
| Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co. | 4.4yrs | US$760.11k | 0.047% $ 565.0k | |
| Senior VP & Director of Corporate Communications | no data | no data | no data | |
| Executive VP & Chief Human Resources Officer | no data | no data | no data | |
| Senior Vice President | no data | no data | no data | |
| Chief Experience Officer & Executive VP | no data | no data | no data | |
| Senior VP & Relationship Manager | 7.2yrs | no data | no data | |
| Executive VP & Group Leader | 7.2yrs | no data | no data | |
| President of Girard | no data | no data | no data |
Experienced Management: UVSP's management team is seasoned and experienced (7.2 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 13.4yrs | US$2.10m | 0.40% $ 4.8m | |
| Independent Director | 9.9yrs | US$129.77k | 0.19% $ 2.3m | |
| Lead Independent Director | 4.8yrs | US$128.77k | 0.044% $ 527.8k | |
| Independent Director | 5.4yrs | US$113.77k | 0.069% $ 827.4k | |
| Independent Director | 1.7yrs | US$87.60k | no data | |
| Independent Director | 9.9yrs | US$104.52k | 0.058% $ 699.6k | |
| Independent Director | 8.9yrs | US$103.52k | 0.061% $ 737.6k | |
| Independent Director | 2.9yrs | US$96.02k | 0.029% $ 350.3k | |
| Independent Director | 1.7yrs | US$89.27k | 0.029% $ 347.8k | |
| Independent Director | 9.6yrs | US$111.27k | 0.063% $ 755.7k | |
| Independent Director | 7.4yrs | US$96.02k | 0.070% $ 840.4k | |
| Independent Director | 11.4yrs | US$100.27k | 0.12% $ 1.4m |
Experienced Board: UVSP's board of directors are considered experienced (8.2 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/06/25 21:09 |
| End of Day Share Price | 2026/06/25 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
| |
| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
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Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Univest Financial Corporation is covered by 6 analysts. 3 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Timothy Switzer | Keefe, Bruyette, & Woods |
| Mark Fitzgibbon | Piper Sandler Companies |
| Manuel Navas | Piper Sandler Companies |