Univest Financial Corp Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
3analysts covering
FY Revenue (est.)
$355.1Mnext fiscal year
FY EPS (est.)
$3.81next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Q3 2026 Earnings Release | 28 Oct 2026 |
| Q4 2026 Earnings Release | 27 Jan 2027 |
Monitoring Framework
Key Performance Indicators
Net Interest Margin (NIM) Quarterly333.0%Target: Hold around 3.50%, plus or minus 5 basis points, over the next several quarters
Diluted Earnings Per Share (EPS) Quarterly1.0Target: Consensus target of $3.60 to $3.75 for the full year
Loan Growth Rate Annually600.0%Target: 2.0% to 3.0% full-year growth
Net Interest Income Growth Annually900.0%Target: 5.0% to 7.0% full-year growth
Watch Items
- Deposit Competition and Funding CostsTrigger: Net Interest Margin compression below 3.15%Action: Re-evaluate deposit pricing tiers, accelerate promotional deposit campaigns, or slow loan origination to preserve liquidity.
- Commercial Real Estate (CRE) Credit QualityTrigger: Non-performing assets (NPAs) exceeding 0.75% of total assetsAction: Initiate deep-dive portfolio reviews, tighten underwriting standards on construction and CRE lending, and increase loan loss provisions.
- Insider Selling ActivityTrigger: Executive open-market sales exceeding $1.5 million in a single quarterAction: Assess management alignment, review executive compensation structures, and monitor investor sentiment for negative reactions.
Research as of 19 Jun 2026