Univest Financial Corporation (UVSP) Stock Analysis
Breakout setup · Catalyst-Driven edge
Financial Services · Banks - Regional
Hold if already holding. Not a fresh buy at $44.13, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.9% away).
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to... Read more
Hold if already holding. Not a fresh buy at $44.13, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.9% away). Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Score 5.5/10, moderate confidence.
Passes 7/9 gates (positive momentum, clean insider activity, no SEC red flags, news events none recent, earnings proximity 18d clear, semi cycle peak clear, materials cycle peak clear). Fails on favorable risk/reward ratio. Suitability: aggressive.
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Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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Rating Breakdown
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Hold if already holding. Not a fresh buy at $44.13, but acceptable to hold if already in. Reasons: Analyst target reached - limited upside remaining; Near 52-week high (2.9% away). Chart setup: Golden cross, above all MAs, RSI 64, MACD bullish. Maintain position. Not compelling to add more. Target $44.54 (+0.9%), stop $41.57 (−6.2%), A.R:R -2.2:1. Score 5.5/10, moderate confidence.
Take-profit target: $44.54 (+0.9% upside). Target $44.54 (+0.9%), stop $41.57 (−6.2%), A.R:R -2.2:1. Stop-loss: $41.57.
Analyst target reached - limited upside remaining; Near 52-week high (2.9% away).
Univest Financial Corporation trades at a P/E of 13.3 (forward 11.7). TrendMatrix value score: 7.6/10. Verdict: Hold.
8 analysts cover UVSP with a consensus score of 2.4/5. Average price target: $40.
What does Univest Financial Corporation do?Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking...
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance. The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.