Skip to main content

Univest Bank&Trust Co

Souderton, Pennsylvania · FDIC Cert #7759

Univest Bank&Trust Co is an FDIC-insured bank (Certificate #7759) with $7.8B in total assets and $6.6B in total deposits as of the Q2 2024 Call Report. Headquartered in Souderton, Pennsylvania, the bank maintains a Tier 1 capital ratio of 11.00% (Well-Capitalized) and a nonperforming loan ratio of 0.24%. BankHealthData assigns a composite Health Grade of C (64/100). All deposits up to $250,000 per depositor per ownership category are FDIC insured.

Univest Bank&Trust Co (FDIC cert 7759) is a mid-sized bank with $7.8B in total assets and $6.6B in deposits, based in Souderton, Pennsylvania. Mid-sized banks typically operate regionally with a mix of commercial and consumer lending.

Capital position is adequate: Tier 1 capital ratio of 11.00% meets the 8% well-capitalized threshold but does not provide substantial buffer above it. Adequate capital is regulatory-acceptable but leaves less room for absorbing unexpected losses. Asset quality is clean: non-performing loan ratio of 0.24% is below 0.5% — well within the healthy range for U.S. community and regional banks. Clean NPL ratios reflect either disciplined underwriting, a low-credit-risk loan mix, or both. Liquidity is thin: 8.6% liquid-asset ratio. Banks with thin liquidity buffers can face stress during deposit-outflow events or asset-quality shocks.

Profitability is solid: ROA of 1.43% sits at or near the 1% benchmark for healthy U.S. banks. Net interest income, fee income, and operating efficiency are all in workable shape. Health-score trend is essentially stable across the recent-quarters window — the typical pattern for established banks operating in steady-state mode. Univest Bank&Trust Co carries a composite BankHealth grade of C (64/100) as of the 2024-06 Call Report filing. The grade combines capital ratios (Tier 1), asset quality (non-performing loans), liquidity, and profitability into a single signal.

Source: FDIC BankFind API — Call Report data.

C
Health Score
64/100

Key Facts: Univest Bank&Trust Co

Total Assets
$7.8B
Total Deposits
$6.6B
Tier 1 Capital Ratio
11.00%
Capital Status
Well-Capitalized
Nonperforming Loans
0.24%
Liquidity Ratio
8.62%
Return on Assets
1.43%
Headquarters
Souderton, Pennsylvania
FDIC Certificate
#7759
Health Grade
C (64/100)
Latest Call Report
Q2 2024

Capital & Safety Analysis

Regulatory Status:Well-Capitalized

According to FDIC financial data, Univest Bank&Trust Co holds a Tier 1 capital ratio of 11.00%. This exceeds the 8% threshold regulators consider "well-capitalized," meaning Univest Bank&Trust Co has a strong buffer to absorb potential losses.

Key Financial Metrics

0.24%
Nonperforming Loans
Low, healthy loan portfolio
8.62%
Liquidity Ratio
Low, potential liquidity stress
1.43%
Return on Assets
Profitable, earning well on assets
$6.6B
Domestic Deposits
Total domestic deposits held

What This Means For Your Money

Univest Bank&Trust Co shows average financial health. While not alarming, its Health Score of 64/100 suggests some areas could be stronger. Your FDIC-insured deposits (up to $250,000) remain fully protected regardless.

Remember: FDIC insurance covers up to $250,000 per depositor, per bank, per ownership category. Even if a bank fails, insured depositors typically have access to their funds within two business days.

How Univest Bank&Trust Co Compares

Univest Bank&Trust Co’s Health Score of 64 is 6 points below the Pennsylvania state average of 70 across 119 FDIC-insured banks. Its 11.00% Tier 1 capital ratio is 3.0 points below the US banking industry average near 14%. The 0.24% nonperforming loan ratio is lower than the industry norm (~0.8%), indicating cleaner loan quality than peers. Return on assets of 1.43% is in line with or above the national ROA benchmark of ~1.1%. Among 203 similarly-sized banks, the average Health Score is 75, meaning this bank ranks below its size cohort. Site-wide, Univest Bank&Trust Co is 6 points below the portfolio average of 70.

Frequently Asked Questions

Univest Bank&Trust Co has a Bank Health Score of C (64/100), placing it in average financial health. It holds a Tier 1 capital ratio of 11.00%, which is above the 8% "well-capitalized" threshold. All deposits up to $250,000 per depositor are FDIC insured regardless of the bank's health.

Bank failures are uncommon — only ~5 of 4,000+ FDIC-insured banks fail in a typical year. Univest Bank&Trust Co's Tier 1 capital ratio of 11.00% and nonperforming loan ratio of 0.24% indicate an average risk profile relative to the industry. Even in a failure scenario, insured deposits ($250K per depositor per ownership category) are typically available within two business days.

Money in checking, savings, money market, and CD accounts at Univest Bank&Trust Co is FDIC-insured up to $250,000 per depositor per ownership category (FDIC Cert #7759). Joint accounts get $250K per co-owner. Funds above the limit are not insured — for higher balances, consider spreading across multiple banks or using a CDARS-like network.

Univest Bank&Trust Co holds $7.8B in total assets and $6.6B in total deposits. It is headquartered in Souderton, Pennsylvania (FDIC Certificate #7759).

Univest Bank&Trust Co has a Tier 1 capital ratio of 11.00%, classifying it as "Well-Capitalized." Federal regulators consider 8% the threshold for "well-capitalized." The bank's nonperforming loan ratio is 0.24%, and the return on assets is 1.43%.

Yes. Univest Bank&Trust Co is FDIC-insured (Certificate #7759). The FDIC insures deposits up to $250,000 per depositor, per bank, per ownership category — covering checking, savings, money market deposit accounts, and CDs. Even if a bank fails, insured depositors typically regain access to funds within two business days.

An C grade on our Bank Health Score means 55-69/100 — average across capital, loan quality, and profitability. The grade combines Tier 1 capital ratio (35% weight), nonperforming loan ratio (30%), liquidity ratio (25%), and return on assets (10%).

Univest Bank&Trust Co's metrics are around average for the industry. There's no urgent action needed for FDIC-insured deposits, but it's worth monitoring quarterly updates. The FDIC's $250K-per-depositor insurance applies regardless of the bank's health.

Last updated: