Univest Financial Management
Management criteria checks 4/4
Univest Financial's CEO is Jeff Schweitzer, appointed in Jan 2013, has a tenure of 12.25 years. total yearly compensation is $1.92M, comprised of 42% salary and 58% bonuses, including company stock and options. directly owns 0.35% of the company’s shares, worth $2.54M. The average tenure of the management team and the board of directors is 6 years and 7 years respectively.
Key information
Jeff Schweitzer
Chief executive officer
US$1.9m
Total compensation
| CEO salary percentage | 42.0% |
| CEO tenure | 12.3yrs |
| CEO ownership | 0.3% |
| Management average tenure | 6yrs |
| Board average tenure | 7yrs |
Recent management updates
Recent updates
Univest Financial Corporation (NASDAQ:UVSP) Just Released Its Annual Results And Analysts Are Updating Their Estimates
Jan 26
Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Oct 27
Stock Buybacks And Optimism Mask Underlying Risks And Growth Concerns
Sep 24 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
Aug 02Univest Financial (NASDAQ:UVSP) Will Pay A Dividend Of $0.21
Jul 28Univest Financial (NASDAQ:UVSP) Has Announced A Dividend Of $0.21
Apr 28Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Jan 28Univest Financial (NASDAQ:UVSP) Is Due To Pay A Dividend Of $0.21
Jul 30Univest Financial (NASDAQ:UVSP) Has Affirmed Its Dividend Of $0.21
May 05Univest Financial (NASDAQ:UVSP) Is Paying Out A Dividend Of $0.21
Jan 29Univest Financial (NASDAQ:UVSP) Has Affirmed Its Dividend Of $0.21
Aug 05Univest Financial GAAP EPS down Y/Y, revenue up
Jul 27Univest Financial (NASDAQ:UVSP) Is Paying Out A Larger Dividend Than Last Year
May 01CEO Compensation Analysis
| Date | Total Compensation | Salary | Company Earnings |
|---|---|---|---|
| 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 |
| Sep 30 2019 | n/a | n/a | US$69m |
| Jun 30 2019 | n/a | n/a | US$66m |
| Mar 31 2019 | n/a | n/a | US$54m |
| Dec 31 2018 | US$1m | US$600k | US$51m |
Compensation vs Market: Jeff's total compensation ($USD1.92M) is below average for companies of similar size in the US market ($USD3.85M).
Compensation vs Earnings: Jeff's compensation has been consistent with company performance over the past year.
CEO
Jeff Schweitzer (50 yo)
12.3yrs
Tenure
US$1,917,602
Compensation
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 | 12.3yrs | US$1.92m | 0.35% $ 2.5m | |
| Senior Executive VP & CFO | 5.8yrs | US$853.20k | 0.070% $ 517.3k | |
| Senior EVP & COO | 3.3yrs | US$1.11m | 0.21% $ 1.6m | |
| Senior EVP | 9.2yrs | US$724.80k | 0.10% $ 768.6k | |
| Senior EVP & Chief Commercial Banking Officer of Univest Bank and Trust Co. | 3.3yrs | US$715.27k | 0.030% $ 223.7k | |
| 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 | 6yrs | no data | no data | |
| Executive VP & Group Leader | 6yrs | no data | no data | |
| President of Girard | no data | no data | no data |
6.0yrs
Average Tenure
47yo
Average Age
Experienced Management: UVSP's management team is seasoned and experienced (6 years average tenure).
Board Members
| Name | Position | Tenure | Compensation | Ownership |
|---|---|---|---|---|
| Chairman | 12.3yrs | US$1.92m | 0.35% $ 2.5m | |
| Independent Director | 8.8yrs | US$117.08k | 0.20% $ 1.5m | |
| Lead Independent Director | 3.7yrs | US$117.90k | 0.036% $ 263.1k | |
| Independent Director | 4.3yrs | US$105.11k | 0.060% $ 437.9k | |
| Independent Director | 8.8yrs | US$96.61k | 0.050% $ 363.3k | |
| Independent Director | 7.8yrs | US$92.36k | 0.087% $ 638.6k | |
| Independent Director | 1.8yrs | US$86.11k | 0.022% $ 159.7k | |
| Director | less than a year | US$70.71k | 0.022% $ 158.1k | |
| Independent Director | 8.4yrs | US$103.36k | 0.053% $ 387.9k | |
| Independent Director | 6.3yrs | US$87.36k | 0.060% $ 439.3k | |
| Independent Director | 10.3yrs | US$95.49k | 0.10% $ 768.6k | |
| Director | less than a year | US$8.33k | no data |
7.0yrs
Average Tenure
64yo
Average Age
Experienced Board: UVSP's board of directors are considered experienced (7 years average tenure).
Company Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2025/04/13 21:42 |
| End of Day Share Price | 2025/04/11 00:00 |
| Earnings | 2024/12/31 |
| Annual Earnings | 2024/12/31 |
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 |
|
|
| Market Prices | 30 years |
| |
| Ownership | 10 years |
| |
| Management | 10 years |
| |
| Key Developments | 10 years |
|
* 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
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
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 7 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 |
| Christopher McGratty | Keefe, Bruyette, & Woods |
| Frank Schiraldi | Piper Sandler Companies |