Univest Financial Corporation (UVSP)

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Univest Financial Corporation (UVSP) is up 30.2% since the beginning of the year. At $42 per share, UVSP is trading just below its 52-week high of $43. Investors who bought $1,000 worth of UVSP shares 5 years ago would now be looking at an investment worth $1,851.

Univest Financial Corporation (UVSP) has returned 30.24% so far this year and 49.03% over the past 12 months. Over the last ten years, UVSP has returned 11.01% per year, falling short of the S&P 500 Index benchmark, which averaged 13.88% annually.

Based on dividend-adjusted daily data since Apr 16, 1998, UVSP's average daily return is +0.05%, while the average monthly return is +0.86%. At this rate, an investment would double in approximately 6.7 years.

Historically, 57% of months were positive and 43% were negative. The best month was Jul 2008 with a return of +33.4%, while the worst month was Mar 2020 at -29.6%. The longest winning streak lasted 10 consecutive months, and the longest losing streak was 5 months.

On a daily basis, UVSP closed higher 46% of trading days. The best single day was Mar 3, 2003 with a return of +25.0%, while the worst single day was Mar 4, 2003 at -21.1%.

Univest Financial Corporation has an annualized alpha of 5.43%, beta of 0.89, and R2 of 0.22 versus S&P 500 Index. Calculated based on daily prices since April 16, 1998.

• This stock participates in less of S&P 500 Index's moves in both directions, but captures a larger share of gains (58.09%) than losses (57.47%) - typical of diversified or defensive assets.
• R2 of 0.22 means this stock moves largely independently of S&P 500 Index - capture ratios reflect limited market correlation rather than active downside protection. Consider using a more representative benchmark.

UVSP ranks 86 for risk / return — in the top 86% of stocks on our site. This means strong returns relative to risk — exactly what professional investors look for. Well-suited for investors who want to maximize return per unit of risk.

Univest Financial Corporation provided a 2.11% dividend yield over the last twelve months, with an annual payout of $0.89 per share. The company has been increasing its dividends for 5 consecutive years.

The table displays the monthly dividend distributions for Univest Financial Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.

The table below displays the maximum drawdowns of the Univest Financial Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Univest Financial Corporation was 61.98%, occurring on Sep 21, 2011. Recovery took 1296 trading sessions.

The current Univest Financial Corporation drawdown is 1.08%.

The chart below shows the rolling one-month volatility.

The chart below illustrates the trends in the financial health of Univest Financial Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

The Valuation section provides an overview of how Univest Financial Corporation is priced in the market compared to other companies in the Banks - Regional industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.