UVSP UNIVEST FINANCIAL Corp Insider Trading

CEO Schweitzer sells 13,933 shares of UVSP at $40.91; retains 110,513 shares post-sale

Jeffrey M Schweitzer, the Chairman, President & CEO of Univest Financial, sold 13,933 shares at $40.91, resulting in a transaction value of $570,014.36. This sale reduces his non-derivative holdings from 124,446 shares to 110,513 shares (an 11.2% reduction in that position). The sale occurred as the stock trades near its 52-week high of $41.16, reflecting strong recent momentum: +6.5% over 30 days and +25.9% over 90 days. Univest's fundamentals remain solid with a P/E of 12.07, recent quarterly net income of $27,092,000, and annual revenue growth of +9.6%, suggesting the business is performing well. The CEO's retention of 110,513 shares indicates continued material personal investment despite the sale.

Director Paquin Natalye bought 580 UVSP shares at $34.58 on 2026-02-02, expanding holdings to 29,931 shares; stock up 9.4% in 30 days.

Paquin Natalye purchased 580 shares of UNIVEST FINANCIAL at $34.58, adding to a position that now totals 29,931 shares (+2.0% from prior holdings). The transaction occurred at a price near the 52-week high ($35.30–$35.47 range), with the stock up 9.4% over the trailing 30 days and 19.4% over 90 days. Her prior trades at UVSP show a 3-of-3 well-timed pattern at the 90-day mark (most recent measurable being +4.0% on the 2025-08-04 purchase), and her broader cross-ticker track record shows 83.33% win rate over 90 days. The company trades at a modest P/E of 11.57 with annual revenue growth of +0.8%, suggesting a stable but slow-growth profile. This purchase in strength reflects sustained director confidence in the name, though the elevated entry price relative to the 52-week range leaves limited margin of safety from current levels.

Director Paquin Natalye bought 655 shares at blended average $29.81 across 2 transactions on 2025-11-10 for $19,524.68.

Paquin Natalye, a Director at UNIVEST FINANCIAL Corp, made 2 separate open-market purchases totaling 655 shares for $19,524.68 ($19.5K) at an average price of $29.81, bringing her holdings to 27,515 shares (27.5K shares) and representing a +2.4% increase in position size. The timing of this purchase, at current price $30.53, is moderately favorable: the stock has recovered +7.0% over the past 30 days and trades -6.6% from its 52-week high of $32.70, within its annual range. Her prior trade history at UVSP shows 4 of 5 prior buys were well-timed at the 90-day mark, with an average 90-day return of +5.5% across those same-ticker transactions. UNIVEST trades at a P/E of 10.01 with latest-quarter net income of $25,639,000.00 ($25.6M) on revenue of $83,247,000.00 ($83.2M), characteristics consistent with a modestly valued financial-services name.

Director Paquin Natalye buys 682 UVSP shares at $28.22; 4 of 5 prior buys at ticker were well-timed (90d positive), cross-ticker record 81.82% win rate.

Director Paquin Natalye purchased 682 shares of UNIVEST FINANCIAL Corp at $28.22 on 2025-08-04, bringing holdings to 26,788 shares. This transaction occurs against a backdrop of recent price weakness—the stock is -12.4% from its 52-week high of $32.70—and follows a documented pattern of well-timed accumulation at this ticker. Across his 5 prior UVSP trades, 4 resulted in positive 90-day returns (ranging from +1.1% to +14.6%), suggesting timing acuity specific to this security. His broader cross-ticker buy track record shows an 81.82% 90-day win rate across 11 prior purchases, with average 90-day return of +13.6%. Fundamentals remain stable with P/E of 10.34, annual revenue growth of +0.8%, and net income of $19,978,000.00 on revenue of $81,042,000.00 in the latest quarter.

Director Paquin Natalye bought 730 UVSP shares at $28.81; 3 of 4 prior trades well-timed at 90d mark

Paquin Natalye, a director, purchased 730 shares of Univest Financial at $28.81 on 2025-04-25, expanding holdings from 25,299 to 26,029 shares. This buy occurs amid a modest pull-back: the stock is trading at $28.98 (current), down 10.0% from the 52-week high of $32.21 and down 1.5% over 30 days. Examining his prior transaction history at UVSP specifically, 3 of 4 measurable prior buys showed well-timed 90-day outcomes: the 2024-11-01 buy returned +13.0% in 30 days and +9.6% in 90 days; the 2024-05-07 buy returned -4.0% in 30 days but +14.6% in 90 days; and the 2024-02-01 buy returned -4.9% in 30 days but +5.1% in 90 days. The timing pattern at this specific ticker suggests discretionary buys have historically captured longer-term gains despite near-term weakness. Investors should monitor whether this 2025 purchase follows the established pattern of positive 90-day outcomes, though the company's anemic annual revenue growth of +0.8% and modest P/E of 10.77 warrant ongoing fundamental scrutiny.

Director Vazquez Anne purchased 1.2K shares of UNIVEST FINANCIAL at $28.63, raising holdings to 6.2K shares (+25.0%)

Vazquez Anne, a director of UNIVEST FINANCIAL Corp, purchased 1,250 shares at $28.63 on 2025-03-19, increasing her position by 25.0% to 6,250 shares. The purchase occurred within the 52-week range and at a modest 1.3% discount to the current price of $29.00, but the stock has declined 7.7% over the past 30 days and is -10.0% from its 52-week high of $32.21. The company carries a P/E of 10.78 and generated net income of $18.6M in the latest period, though the filing does not establish any clear directional signal about the director's confidence—the transaction is simply recorded activity by an insider with board representation.

Director Paquin Natalye purchases 618 UVSP shares at $30.19; 4 of 5 prior UVSP buys were well-timed at 90-day horizon with 77.78% cross-ticker win rate.

Director Paquin Natalye purchased 618 shares of UNIVEST FINANCIAL at $30.19 on 2025-02-03, increasing her position by 2.5% to 25,243 shares total. Her prior transaction history at UVSP shows a strong pattern of disciplined timing: 4 of her 5 prior buys at this ticker delivered positive 90-day returns, most notably the 2023-11-01 buy which returned 33.5% and the 2024-11-01 buy which returned 9.6%. Across all her open-market purchases at all tickers, she maintains a 77.78% 90-day win rate with an average 90-day return of 16.2%. The stock currently trades at $30.72, just 0.17% above her entry price from this week, within its 52-week range and 5.5% higher than 30 days ago. The company maintains a lean capital structure with a P/E of 12.19 and $892.2M market cap, supported by $18.6M net income in the latest quarter.

Director Paquin Natalye purchased 565 UVSP shares at $28.10; strong timing pattern at ticker with 4 of 5 prior buys showing positive 90d returns.

Director Paquin Natalye purchased 565 shares at $28.10, adding to a growing position (23.3K shares post-transaction, a +2.5% net increase). Her prior trades at UVSP show a marked pattern: 4 of 5 prior buys were well-timed at the 90-day mark, with two consecutive November 2023 purchases each returning +19%+ over 30 days and +33%+ over 90 days. The most recent prior purchase on 2024-07-26 at $28.10 (same price as this transaction) showed modest declines through 30 and 90 days, though two earlier 2024 purchases recovered positively by 90 days. Current price of $27.79 is -4.8% from the 52-week high but +1.8% over 30 days, suggesting near-term momentum. The company trades at a P/E of 11.03 with a market cap of $807.1M. This transaction aligns with her historical pattern of repeat accumulation at this ticker, though the stock's proximity to its 52-week high may warrant closer observation of how the position performs over her typical 90-day evaluation window.

Director Natalye Paquin purchases 580 shares of UVSP at $28.93; stock at 52-week high (+33.8% in 30 days).

Natalye Paquin, a Director, purchased 580 shares at $28.93 on 2024-07-26, increasing holdings by 2.6% to 22,650 shares. The purchase occurred with the stock trading at $29.18—at the 52-week high of $29.18—following a 33.8% rally over 30 days and 37.4% over 90 days. Paquin's same-ticker history at UVSP shows 4 of 4 prior buys were well-timed at the 90-day mark, with three clustered purchases on 2023-11-01 each yielding +33.5 to +33.9% over 90 days. However, the most recent same-ticker purchase on 2024-05-07 showed -4.0% at 30 days with 90-day outcome not yet measurable, and the 2024-02-01 buy returned -4.9% at 30 days despite a +5.1% eventual 90-day gain. The current buy at the 52-week high, after the stock has already climbed sharply, occurs in a different price context than Paquin's earlier purchases; whether this trade follows the prior pattern of 90-day gains depends on forward price movement from a significantly higher baseline.