Univest Financial annual return on equity
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2025
Univest Financial Return on Equity (ROE) Growth & History (UVSP)
Univest Financial's return on equity was 9.92% for fiscal 2025.
View full Univest Financial company overviewUnivest Financial annual return on equity history
| Fiscal year | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| 2025 | 2025-12-31 | 9.92% | +1.12 pp |
| 2024 | 2024-12-31 | 8.80% | −0.01 pp |
| 2023 | 2023-12-31 | 8.80% | −1.28 pp |
| 2022 | 2022-12-31 | 10.08% | −2.44 pp |
| 2021 | 2021-12-31 | 12.52% | +5.66 pp |
| 2020 | 2020-12-31 | 6.86% | −3.26 pp |
| 2019 | 2019-12-31 | 10.12% | +1.88 pp |
| 2018 | 2018-12-31 | 8.24% | +0.28 pp |
| 2017 | 2017-12-31 | 7.96% | +3.45 pp |
| 2016 | 2016-12-31 | 4.50% | −3.94 pp |
| 2015 | 2015-12-31 | 8.44% | +0.57 pp |
| 2014 | 2014-12-31 | 7.87% | +0.37 pp |
| 2013 | 2013-12-31 | 7.50% | +0.01 pp |
| 2012 | 2012-12-31 | 7.49% | +0.49 pp |
| 2011 | 2011-12-31 | 7.00% | +1.10 pp |
| 2010 | 2010-12-31 | 5.90% | — |
Univest Financial quarterly return on equity
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| Fiscal quarter | Period ended | Return on equity | Change (percentage points) |
|---|---|---|---|
| Q2 2026 | 2026-06-30 | 2.41% | +0.21 pp |
| Q1 2026 | 2026-03-31 | 2.86% | +0.36 pp |
| Q4 2025 | 2025-12-31 | 2.42% | +0.28 pp |
| Q3 2025 | 2025-09-30 | 2.77% | +0.63 pp |
| Q2 2025 | 2025-06-30 | 2.20% | +0.06 pp |
| Q1 2025 | 2025-03-31 | 2.50% | +0.09 pp |
| Q4 2024 | 2024-12-31 | 2.15% | +0.17 pp |
| Q3 2024 | 2024-09-30 | 2.15% | +0.04 pp |
| Q2 2024 | 2024-06-30 | 2.13% | +0.04 pp |
| Q1 2024 | 2024-03-31 | 2.41% | −0.26 pp |
| Q4 2023 | 2023-12-31 | 1.97% | −1.14 pp |
| Q3 2023 | 2023-09-30 | 2.11% | −0.63 pp |
| Q2 2023 | 2023-06-30 | 2.10% | +0.38 pp |
| Q1 2023 | 2023-03-31 | 2.67% | +0.05 pp |
| Q4 2022 | 2022-12-31 | 3.11% | +0.84 pp |
| Q3 2022 | 2022-09-30 | 2.74% | −0.06 pp |
| Q2 2022 | 2022-06-30 | 1.71% | −1.14 pp |
| Q1 2022 | 2022-03-31 | 2.63% | −1.98 pp |
| Q4 2021 | 2021-12-31 | 2.28% | −1.52 pp |
| Q3 2021 | 2021-09-30 | 2.80% | +0.06 pp |
| Q2 2021 | 2021-06-30 | 2.85% | +2.54 pp |
| Q1 2021 | 2021-03-31 | 4.61% | +4.48 pp |
| Q4 2020 | 2020-12-31 | 3.80% | +1.48 pp |
| Q3 2020 | 2020-09-30 | 2.74% | +0.05 pp |
| Q2 2020 | 2020-06-30 | 0.32% | −2.24 pp |
| Q1 2020 | 2020-03-31 | 0.13% | −2.42 pp |
| Q4 2019 | 2019-12-31 | 2.32% | −0.65 pp |
| Q3 2019 | 2019-09-30 | 2.68% | +0.23 pp |
| Q2 2019 | 2019-06-30 | 2.55% | +1.84 pp |
| Q1 2019 | 2019-03-31 | 2.55% | +0.42 pp |
| Q4 2018 | 2018-12-31 | 2.97% | +1.15 pp |
| Q3 2018 | 2018-09-30 | 2.45% | +0.32 pp |
| Q2 2018 | 2018-06-30 | 0.72% | −1.56 pp |
| Q1 2018 | 2018-03-31 | 2.12% | −0.01 pp |
| Q4 2017 | 2017-12-31 | 1.81% | +0.45 pp |
| Q3 2017 | 2017-09-30 | 2.13% | +2.12 pp |
| Q2 2017 | 2017-06-30 | 2.28% | +0.86 pp |
| Q1 2017 | 2017-03-31 | 2.13% | +0.13 pp |
| Q4 2016 | 2016-12-31 | 1.36% | −0.62 pp |
| Q3 2016 | 2016-09-30 | 0.01% | −2.09 pp |
| Q2 2016 | 2016-06-30 | 1.42% | −0.38 pp |
| Q1 2016 | 2016-03-31 | 2.00% | +0.10 pp |
| Q4 2015 | 2015-12-31 | 1.99% | +0.18 pp |
| Q3 2015 | 2015-09-30 | 2.10% | −0.06 pp |
| Q2 2015 | 2015-06-30 | 1.80% | +0.02 pp |
| Q1 2015 | 2015-03-31 | 1.90% | −0.13 pp |
| Q4 2014 | 2014-12-31 | 1.81% | +0.03 pp |
| Q3 2014 | 2014-09-30 | 2.16% | −0.02 pp |
| Q2 2014 | 2014-06-30 | 1.78% | +0.07 pp |
| Q1 2014 | 2014-03-31 | 2.03% | +0.13 pp |
| Q4 2013 | 2013-12-31 | 1.77% | −0.02 pp |
| Q3 2013 | 2013-09-30 | 2.18% | +0.11 pp |
| Q2 2013 | 2013-06-30 | 1.71% | −0.01 pp |
| Q1 2013 | 2013-03-31 | 1.90% | −0.02 pp |
| Q4 2012 | 2012-12-31 | 1.79% | −0.13 pp |
| Q3 2012 | 2012-09-30 | 2.06% | +0.15 pp |
| Q2 2012 | 2012-06-30 | 1.72% | +0.05 pp |
| Q1 2012 | 2012-03-31 | 1.92% | — |
| Q4 2011 | 2011-12-31 | 1.92% | — |
| Q3 2011 | 2011-09-30 | 1.91% | — |
| Q2 2011 | 2011-06-30 | 1.67% | — |
Univest Financial return on equity trends
Over the last five fiscal years, Univest Financial's return on equity increased from 6.86% to 9.92%, a change of +3.05 percentage points. The latest reported quarter, Q2 2026, shows 2.41%.
About the metric
What return on equity (ROE) means
Return on equity (ROE) measures how much net income a company generates relative to shareholders’ equity. It can help evaluate how efficiently equity capital is used, but unusually high or negative values may reflect leverage, losses, or a small equity base.
Calculation and source
How return on equity is calculated
TickerStat calculates ROE as SEC-reported net income divided by average stockholders’ equity at the beginning and end of the fiscal period. Periods with missing or non-positive average equity are omitted. Quarterly ROE uses quarterly net income and is not annualized. Fiscal periods can differ from calendar years, so exact period-end dates are included.
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