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UVSP on Nasdaq

UNIVEST FINANCIAL Corp

Pennsylvania corporation2

In its 2026 annual report the company says: “The Bank is a Pennsylvania state-chartered bank and trust company. Through its wholly-owned subsidiaries, the Bank provides a variety of financial services throughout its markets of operation.”5 It is headquartered in Philadelphia, United States.2 Its shares trade on Nasdaq under the symbol UVSP.2

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Last updated Oct 21, 2026.

Overview

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  • TickerUVSP on Nasdaq2
  • IndustryState Commercial Banks2
  • HeadquartersPhiladelphia, United States2
  • Incorporated inPA3
  • Business address14 North Main Street, Po Box 197, Souderton, Pa 189643
  • Filer categoryLarge accelerated filer3
  • Legal formBusiness Corporation2
  • LEI4WII2HCR8UEWNU03U5072
  • StatusActive2
  • LEI statusIssued and current2
  • Registered address14 N Main St, 18964 Philadelphia, United States2
  • Registered withPennsylvania Department of State, 3712742

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The Corporation is a Pennsylvania corporation, organized in 1973, and registered as a bank holding company pursuant to the Bank Holding Company Act of 1956. The Corporation owns all of the capital stock of Univest Bank and Trust Co. (the "Bank") and is the sole member of 1876 Double Eagle LLC. The consolidated financial statements include the accounts of the Corporation and its wholly owned subsidiaries, the Bank and 1876 Double Eagle LLC. The Corporation's and the Bank's headquarters are located at 14 North Main Street, Souderton, Pennsylvania 18964. At December 31, 2025, the Corporation had total assets of $8.4 billion, net loans and leases of $6.8 billion, total deposits of $7.1 billion and total shareholders' equity of $943.3 million.5 From its latest annual report

Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

27.7%Net margin6
9.6%Revenue growth, 20256
9.6%Return on equity6

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Investment Advice brought in 44% of the revenue UNIVEST FINANCIAL Corp broke down this way in fiscal 2025.

  1. Investment Advice$22.8M644%up 8% from 2024
  2. Financial Service, Other$10.9M621%down 26% from 2024
  3. Deposit Account$9.0M617%up 11% from 2024
  4. Fiduciary and Trust$8.9M617%up 4% from 2024
Products and services by year
Products and services202320242025
Investment Advice$18.9M$21.2M$22.8M
Financial Service, Other$12.4M$14.7M$10.9M
Deposit Account$7.0M$8.1M$9.0M
Fiduciary and Trust$7.7M$8.5M$8.9M

Business segments

Banking1 brought in 84% of the revenue UNIVEST FINANCIAL Corp broke down this way in fiscal 2025.

  1. Banking1$282.8M684%up 11% from 2024
  2. Wealth Management$32.0M69%up 7% from 2024
  3. Insurance$22.5M67%up 0% from 2024
Business segments by year
Business segments202320242025
Banking1$257.4M$255.7M$282.8M
Wealth Management$26.9M$30.0M$32.0M
Insurance$21.5M$22.5M$22.5M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs65¢$214.7M
  • Income tax7¢$22.6M
  • Profit28¢$90.8M

Out of $328.1M in revenue.6

Where each dollar of operating cash went, fiscal 2025

  • Dividends paid25¢$25.3M
  • Share buybacks34¢$34.6M
  • Kept or used elsewhere41¢$41.6M

Out of $101.5M of cash from operations.6

Financial statements

Revenue786$328.1M in 2025
0$100.0M$200.0M$300.0M$400.0M2019: $0$020192020: $0$020202021: $0$020212022: $296.2M$296.2M20222023: $296.8M$296.8M2023+0%2024: $299.2M$299.2M2024+1%2025: $328.1M$328.1M2025+10%
Net income791086$90.8M in 2025+38% since 2019
0$25.0M$50.0M$75.0M$100.0M2019: $65.7M$65.7M20192020: $46.9M$46.9M2020−29%2021: $91.8M$91.8M2021+96%2022: $78.1M$78.1M2022−15%2023: $71.1M$71.1M2023−9%2024: $75.9M$75.9M2024+7%2025: $90.8M$90.8M2025+20%

Every line of the income statement as filed: the last 3 fiscal years, latest first.6

Period ending2025-12-312024-12-312023-12-31
Interest and fees on loans and leases$397.8M$383.3M$347.9M
Taxable$15.9M$14.9M$14.2M
Exempt from federal income taxes$4.0K$33.0K$58.0K
Interest on deposits with other banks$13.9M$11.2M$6.7M
Interest and dividends on other earning assets$2.8M$2.9M$2.9M
Total interest income$430.5M$412.4M$371.7M
Interest on demand deposits$106.2M$113.1M$87.8M
Interest on savings deposits$4.0M$3.5M$3.2M
Interest on time deposits$61.8M$64.3M$35.0M
Interest on short-term borrowings$19.0K$249.0K$7.1M
Interest on long-term debt and subordinated notes$18.3M$20.1M$18.6M
Total interest expense$190.3M$201.2M$151.7M
Net interest income (expense)$240.2M$211.2M$220.0M
Provision for credit losses$11.7M$5.9M$10.8M
Net interest income after provision for credit losses$228.5M$205.2M$209.2M
Insurance commission and fee income$22.4M$22.3M$21.0M
Bank owned life insurance income$5.8M$3.9M$3.2M
Net gain on sales of investment securities$0$18.0K$0
Net gain on mortgage banking activities$3.4M$5.3M$3.7M
Other income$4.6M$4.0M$2.9M
Total noninterest income$87.9M$88.1M$76.8M
Salaries, benefits and commissions$127.0M$123.7M$120.2M
Net occupancy$11.1M$11.0M$10.7M
Equipment$4.3M$4.5M$4.1M
Data processing$17.4M$17.0M$16.8M
Professional fees$7.2M$6.4M$7.1M
Marketing and advertising$1.7M$2.2M$2.2M
Deposit insurance premiums$4.5M$4.4M$4.8M
Intangible expenses$469.0K$694.0K$938.0K
Restructuring charges$0$0$1.5M
Other expense$29.3M$28.1M$29.0M
Total noninterest expense$203.0M$198.0M$197.4M
Income before income taxes$113.3M$95.3M$88.7M
Income tax expense$22.6M$19.4M$17.6M
Net income$90.8M$75.9M$71.1M
Basic (in dollars per share)$3.16$2.60$2.42
Diluted (in dollars per share)$3.13$2.58$2.41

Compare UNIVEST FINANCIAL Corp with another company

Corporate structure

UNIVEST FINANCIAL Corp sits at the top of its group. 10 entities, 1 country on record. Switch between the flow chart and the network, and select any entity to see its details.

Major holders of UNIVEST FINANCIAL Corp

  • FMR LLC Filed SCHEDULE 13G/A on UNIVEST FINANCIAL Corp, latest Aug 6, 2026 (5 filings since Feb 9, 2022)
  • VANGUARD CAPITAL MANAGEMENT LLC Filed SCHEDULE 13G on UNIVEST FINANCIAL Corp, latest Apr 30, 2026
  • VANGUARD GROUP INC Filed SCHEDULE 13G/A on UNIVEST FINANCIAL Corp, latest Mar 27, 2026 (4 filings since Feb 10, 2022)
  • Manulife Financial Filed SCHEDULE 13G/A on UNIVEST FINANCIAL Corp, latest Nov 14, 2025 (2 filings since Aug 13, 2025)
  • BlackRock Filed SCHEDULE 13G/A on UNIVEST FINANCIAL Corp, latest Apr 24, 2025 (5 filings since Jan 25, 2022)
  • PZENA INVESTMENT MANAGEMENT LLC Filed SC 13G on UNIVEST FINANCIAL Corp, latest Feb 14, 2024 (3 filings since Jan 21, 2022)
  • DIMENSIONAL FUND ADVISORS LP Filed SC 13G/A on UNIVEST FINANCIAL Corp, latest Feb 9, 2024 (3 filings since Feb 8, 2022)
  • UNIVEST FINANCIAL Corp Philadelphia, Pennsylvania, United States
    • Univest Capital, Inc. Subsidiary · 100% · Souderton, Pennsylvania, United States
    • 2) 1876 Double Eagle, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • a. Girard Advisory Services, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • b. Girard Benefits Group, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • c. Girard Investment Services, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • d. Girard Pension Services, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • e. Univest Capital, Inc. - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • f. Univest Insurance, LLC - chartered in the Commonwealth of Subsidiary · Pennsylvania, United States
    • Univest Bank and Trust Co. Subsidiary · Philadelphia, Pennsylvania, United States

Built from parent and subsidiary links from GLEIF, the Global Legal Entity Identifier Foundation (CC0); subsidiaries listed in Exhibit 21 of annual reports filed with the SEC; major holders from Schedules 13D and 13G. Each entity in the chart links to its source.

What it owns

What UNIVEST FINANCIAL Corp reports owning in its annual reports to the SEC: buildings, land and equipment, real estate and locations, investments, intangible assets and inventory, at the end of its latest fiscal year and a year before.

Property and equipment

ItemLatestA year beforeChange
Property and equipment, before depreciation$87.9M6 Dec 31, 2025$95.6M6 Dec 31, 2024−8.0%
Accumulated depreciation$42.3M6 Dec 31, 2025$48.9M6 Dec 31, 2024−13.4%
Property and equipment, net$45.6M6 Dec 31, 2025$46.7M6 Dec 31, 2024−2.4%
Operating-lease assets (leased space)$25.8M6 Dec 31, 2025$28.5M6 Dec 31, 2024−9.6%

Investments

ItemLatestA year beforeChange
Debt securities available for sale$371.3M6 Dec 31, 2025$357.4M6 Dec 31, 2024+3.9%
Debt securities held to maturity$123.0M6 Dec 31, 2025$134.1M6 Dec 31, 2024−8.3%
Equity securities at fair value$2.0M6 Dec 31, 2025$2.5M6 Dec 31, 2024−19.6%
Loans, net of allowance$6.8B6 Dec 31, 2025$6.7B6 Dec 31, 2024+1.3%
Deposits held (banks)$7.1B6 Dec 31, 2025$6.8B6 Dec 31, 2024+4.9%

Intangibles and goodwill

ItemLatestA year beforeChange
Goodwill$175.5M6 Dec 31, 2025$175.5M6 Dec 31, 20240%
Finite-lived intangibles, gross$20.7M6 Dec 31, 2025$21.5M6 Dec 31, 2024−3.8%
Accumulated amortization$13.4M6 Dec 31, 2025$13.2M6 Dec 31, 2024+1.3%
Finite-lived intangibles, net$7.3M6 Dec 31, 2025$8.3M6 Dec 31, 2024−11.8%

Properties, in its own words

As of December 31, 2025, the Corporation and its subsidiaries occupied 52 properties, most of which are used principally as banking offices.

The following table details the Corporation's properties as of December 31, 2025:

The rest of Item 2

Property Address · County, State · Owned/Leased

Full Service Branches (Banking Segment):

195 East Butler Ave., Chalfont, PA 18914 · Bucks, PA · Owned

5871 Lower York Rd., Lahaska, PA 18931 · Bucks, PA · Owned

Route 309 & Line Lexington Rd., Line Lexington, PA 18932 · Montgomery, PA · Owned

4601 Carlisle Pk., Mechanicsburg, PA 17050 · (2) · Cumberland, PA · Owned

1950 John Fries Highway, Milford Square, PA 18935 · Bucks, PA · Owned

Route 309 & Stump Rd., Montgomeryville, PA 18936 · Montgomery, PA · Owned

15 Swamp Rd., Newtown, PA 18940 · Bucks, PA · Owned

921 West Ave., Ocean City, NJ 08226 · (3) · Cape May, NJ · Owned

401 Rhawn St., Philadelphia, PA 19111 · Philadelphia, PA · Owned

Township Line Rd. and Route 113, Schwenksville, PA 19473 · Montgomery, PA · Owned

500 Harleysville Pk., Souderton, PA 18964 · Montgomery, PA · Owned

Routes 113 and Bethlehem Pk., Souderton, PA 18964 · Bucks, PA · Owned

1041 York Rd., Warminster, PA 18974 · Bucks, PA · Owned

2901 Whiteford Rd., York, PA 17402 · (3) · York, PA · Owned

175 West Ostend St., Baltimore, MD 21230 · (3) · Baltimore City, MD · Leased

574 Main St., Bethlehem, PA 18018 · Northampton, PA · Leased

694 DeKalb Pk., Blue Bell, PA 19422 · Montgomery, PA · Leased

1135 Georgetown Rd., Christiana, PA 17509 · Lancaster, PA · Leased

51 Dutilh Rd., Cranberry, PA 16066 · (3) · Butler, PA · Leased

1980 S. Easton Rd., Doylestown, PA 18901 · (2) (3) · Bucks, PA · Leased

321 Main St., East Greenville, PA 18041 · Montgomery, PA · Leased

10801 Tony Dr., Lutherville, MD 21093 · (2) (3) · Baltimore, MD · Leased

689 W. Main St., New Holland, PA 17557 · Lancaster, PA · Leased

1536 S. Broad St., Philadelphia, PA 19146 · Philadelphia, PA · Leased

1642 Fairmount Ave., Philadelphia, PA 19130 · Philadelphia, PA · Leased

3601 Market St., Philadelphia, PA 19104 · Philadelphia, PA · Leased

7226 Germantown Ave., Philadelphia, PA 19119 · Philadelphia, PA · Leased

1501 Ardmore Blvd., Pittsburgh, PA 15221 · (3) · Allegheny, PA · Leased

1103 Rocky Dr., Reading, PA 19609 · (2) (3) · Berks, PA · Leased

216 Hartman Bridge Rd., Ronks, PA 17572 · Lancaster, PA · Leased

200 North High St., West Chester, PA 19380 · (3) · Chester, PA · Leased

90 Willow Valley Lakes Dr., Willow Street, PA 17584 · Lancaster, PA · Leased

5089 Hamilton Blvd., Allentown, PA 18106 · Lehigh, PA · Land Lease

380 Water Loop Dr., Collegeville, PA 19426 · Montgomery, PA · Land Lease

1 Heritage Dr., Gordonville, PA 17529 · Lancaster, PA · Land Lease

2870 Shelly Rd., Harleysville, PA 19438 · Montgomery, PA · Land Lease

120 Forty Foot Rd., Hatfield, PA 19440 · Montgomery, PA · Land Lease

940 2nd Street Pk., Richboro, PA 18954 · Bucks, PA · Land Lease

Corporate Headquarters:

14 North Main St., Souderton, PA 18964 · (1) (3) · Montgomery, PA · Owned

15 Washington Ave., Souderton, PA 18964* · (1) · Montgomery, PA · Owned

16 Harbor Pl., Souderton, PA 18964 · Montgomery, PA · Owned

1715 Sumneytown Pk., Lansdale, PA 19446 · Montgomery, PA · Leased

Subsidiary Offices (Wealth Management Segment)

4600 Broadway, Allentown, PA 18104 · (1) (3) · Lehigh, PA · Leased

5237 Summerlin Commons Blvd., Fort Meyers, FL 33907 · Lee, FL · Leased

555 Croton Rd., King of Prussia, PA 19406 · (3) · Montgomery, PA · Leased

41 West Broad St., Souderton, PA 18964 · Montgomery, PA · Owned

Subsidiary Offices (Insurance Segment)

6339 Beverly Hills Rd., Coopersburg, PA 18036 · Lehigh, PA · Owned

3541 Old Philadelphia Pk., Intercourse, PA 17534 · Lancaster, PA · Owned

521 Main St., Lansdale, PA 19446 · Montgomery, PA · Owned

9120 Chesapeake Ave., Suite 101, North Beach, MD 20714 · Calvert, MD · Leased

Other Offices:

Greenfield Corporate Center, 1869 Charter Ln., Suite 301, Lancaster, PA 17601 · (1) (3) · Lancaster, PA · Leased

2000 Market St., Suite 700, Philadelphia, PA 19103 · (3) · Philadelphia, PA · Leased

*Limited-service drive-through banking and ATM

(1) Banking Segment

(2) Wealth Management Segment

(3) Corporate banking

Additionally, the Bank provides banking services for the residents and employees of 10 retirement home communities and has two off-premise automated teller machines. The Bank provides banking services nationwide through the internet via its website at www.univest.net. The Corporation's website and the information contained therein is not intended to be incorporated into this Annual Report on Form 10-K.

Item 2 of the 10-K filed Feb 23, 2026.5

Leadership

Who has led UNIVEST FINANCIAL Corp, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. William S. Aichele2006–2014
  2. Jeffrey M. Schweitzer2014–now

Chair

  1. William S. Aichele2006–2014
  2. Jeffrey M. Schweitzer2024–now

President

  1. Jeffrey M. Schweitzer2013–2015
  2. Jay R. Goldstein2015–2016

Chief financial officer

  1. Wallace H. Bieler2006–2008
  2. Jeffrey M. Schweitzer2007–2012
  3. Michael S. Keim2013–2016
  4. Roger S. Deacon2016–2019

Chief operating officer

  1. Jeffrey M. Schweitzer2013–2014
  2. Michael S. Keim2022–now
2010201520202025
Board members and other officers (42)

Subsidiaries and ownership

Subsidiaries (Exhibit 21)

  • 2) 1876 Double Eagle, LLC - chartered in the Commonwealth of Pennsylvania4
  • a. Girard Advisory Services, LLC - chartered in the Commonwealth of Pennsylvania4
  • b. Girard Benefits Group, LLC - chartered in the Commonwealth of Pennsylvania4
  • c. Girard Investment Services, LLC - chartered in the Commonwealth of Pennsylvania4
  • d. Girard Pension Services, LLC - chartered in the Commonwealth of Pennsylvania4
  • e. Univest Capital, Inc. - chartered in the Commonwealth of Pennsylvania4
  • f. Univest Insurance, LLC - chartered in the Commonwealth of Pennsylvania4

The subsidiaries the company lists in Exhibit 21 of its annual report, as filed.

Former names

  • UNIVEST CORP OF PENNSYLVANIAMay 10, 1994 to Dec 13, 20183

Timeline

  1. Jul 27, 20268-K Regulation FD disclosure67
  2. Jul 23, 20268-K Results of operations68
  3. Apr 24, 20268-K Shareholder vote69
  4. Apr 23, 20268-K Results of operations70
  5. Apr 2, 20268-K Other events71
  6. Feb 10, 20268-K Other events72
  7. Jan 29, 20268-K Results of operations73
  8. Dec 10, 20258-K Other events74
  9. Nov 6, 20258-K Entered a material agreement; New debt or obligation; Regulation FD disclosure75
  10. Oct 23, 20258-K Results of operations76
  11. Jul 28, 20258-K Regulation FD disclosure77
  12. Jul 24, 20258-K Results of operations; Bylaws or fiscal year changed78
  13. Feb 4, 2014New chief executive Jeffrey M. Schweitzer becomes CEO15
  14. Jan 12, 2006New chief executive William S. Aichele becomes CEO16
  15. Jan 3, 1973Founded UNIVEST FINANCIAL Corp is founded2

Calendar

Coming up

  1. Oct 28, 2026 · After the closeReports results for the quarter ending Sep/2026 A year earlier it reported $0.89 a share, on Oct 22, 2025.79

When it reported results

  1. Jul 23, 2026Reported quarterly or annual results68
  2. Apr 23, 2026Reported quarterly or annual results70
  3. Jan 29, 2026Reported quarterly or annual results73
  4. Oct 23, 2025Reported quarterly or annual results76
  5. Jul 24, 2025Reported quarterly or annual results78
  6. Apr 24, 2025Reported quarterly or annual results80
  7. Jan 23, 2025Reported quarterly or annual results81
  8. Oct 24, 2024Reported quarterly or annual results82

Upcoming dates from Nasdaq's calendar; past results from the company's 8-K filings (Item 2.02). The full markets calendar

Filings

394 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 56 major events, 226 insider forms, 23 large holders, 69 other. The latest 20:

  1. Aug 24, 20264 EDGAR
  2. Aug 14, 20264 EDGAR
  3. Aug 13, 2026144 EDGAR
  4. Aug 7, 202613F-HR EDGAR
  5. Aug 6, 2026SCHEDULE 13G/A EDGAR
  6. Aug 3, 2026N-PX EDGAR
  7. Jul 28, 202610-Q EDGAR
  8. Jul 27, 20268-K EDGAR
  9. Jul 23, 20268-K EDGAR
  10. Jun 9, 20264 EDGAR
  11. Jun 9, 20264 EDGAR
  12. Jun 9, 20264 EDGAR
  13. Jun 8, 2026144 EDGAR
  14. Jun 8, 2026144 EDGAR
  15. Jun 8, 2026144 EDGAR
  16. May 7, 20264 EDGAR
  17. May 6, 2026SCHEDULE 13G/A EDGAR
  18. May 5, 2026144 EDGAR
  19. May 1, 202613F-HR EDGAR
  20. Apr 30, 2026SCHEDULE 13G EDGAR

The 394 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last five years, summarized. The full record is on SEC EDGAR.

Insider trades

59 open-market trades by officers, directors and large owners since October 2021: 21 buys and 38 sales. Grants, option exercises and gifts are left out.

DateWhoTradeSharesPriceValueFiling
Aug 24, 2026PETRO THOMAS MDirectorSale5,000$41.69$208.4KForm 4
Aug 13, 2026Turner Michael L.DirectorSale8,000$43.04$344.3KForm 4
Jun 8, 2026Richardson Brian JSr EVP & CFOSale2,090$40.90$85.5KForm 4
Jun 8, 2026Santana Megan DSr EVP & Chief Risk OfficerSale2,787$40.83$113.8KForm 4
Jun 8, 2026SCHWEITZER JEFFREY MChairman, President & CEOSale13,933$40.91$570.0KForm 4
May 5, 2026Keim Michael SSenior EVP & COOSale7,245$38.71$280.5KForm 4
Apr 27, 2026Paquin NatalyeDirectorSale13,000$37.80$491.4KForm 4
Feb 2, 2026Paquin NatalyeDirectorBuy580$34.58$20.1KForm 4
Dec 12, 2025Richardson Brian JSr EVP & CFOSale1,500$34.45$51.7KForm 4
Dec 12, 2025Santana Megan DSr EVP & Chief Risk OfficerSale2,522$35.45$89.4KForm 4
Dec 12, 2025Keim Michael SSenior EVP & COOSale6,696$34.07$228.1KForm 4
Dec 12, 2025SCHWEITZER JEFFREY MChairman, President & CEOSale12,277$34.99$429.6KForm 4
Nov 10, 2025Paquin NatalyeDirectorBuy655$29.81$19.5KForm 4
Aug 27, 2025PETRO THOMAS MDirectorSale9,000$31.75$285.8KForm 4
Aug 4, 2025Paquin NatalyeDirectorBuy682$28.23$19.3KForm 4
Apr 25, 2025Paquin NatalyeDirectorBuy730$28.81$21.0KForm 4
Mar 19, 2025Vazquez AnneDirectorBuy1,250$28.63$35.8KForm 4
Feb 3, 2025Paquin NatalyeDirectorBuy618$30.19$18.7KForm 4
Nov 1, 2024Paquin NatalyeDirectorBuy565$28.10$15.9KForm 4
Sep 18, 2024Keim Michael SSenior EVP & COOSale3,633$28.76$104.5KForm 4

All 59 trades can be filtered by person here when JavaScript is on.

From Forms 4 filed with the SEC.

Major holders

Investors who own more than 5% of the shares must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively.

Executive pay

What the company paid its top executives, from the summary compensation table in its proxy statement. Total pay includes salary, bonus, stock and option awards and other pay, as the company valued them.

YearExecutiveAgeSalaryTotal pay
2025Jeffrey M. Schweitzer52$830.0K$2.1M90
2025Michael S. Keim58$545.0K$1.2M90
2025Brian J. Richardson43$453.0K$929.0K90
2025Megan D. Santana50$390.0K$802.6K90
2025Patrick C. McCormick48$412.0K$760.1K90
2024ChairmanPresident and Chief Executive Officer of the Corporation and Chairman and Chief Executive Officer of the Bank$806.0K$1.9M90
2024Senior Executive VicePresident and Chief Financial Officer of the Corporation and the Bank$443.0K$853.9K90
2024Senior Executive Vice PresidentGeneral Counsel and Chief Risk Officer of the Corporation and the Bank$375.0K$725.4K90
2023ChairmanPresident and Chief Executive Officer of the Corporation and Chairman and Chief Executive Officer of the Bank$806.0K$1.6M90
2023Senior Executive VicePresident and Chief Financial Officer of the Corporation and the Bank$430.0K$729.5K90
2023Senior Executive Vice PresidentGeneral Counsel and Chief Risk Officer of the Corporation and the Bank$365.0K$621.4K90

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.3,417,251$149.5M0.0%+306,159
Dimensional Fund Advisors LP1,896,670$83.0M0.0%+10,435
Fmr LLC1,570,525$68.7M0.0%−331,799
Vanguard Capital Management LLC1,187,660$52.0M0.0%−29,683
State Street Corp991,985$43.4M0.0%+58,299
American Century Companies Inc846,282$37.0M0.0%+88,280
Pzena Investment Management LLC834,628$36.5M0.1%−7,797
Geode Capital Management, LLC823,655$36.0M0.0%+32,711
Manufacturers Life Insurance Company, The764,026$33.4M0.0%−331,529
Assenagon Asset Management S.A.716,366$31.3M0.0%+458,963
Renaissance Technologies LLC515,789$22.6M0.0%−67,945
UNIVEST FINANCIAL Corp503,433$22.0M1.1%+1,682
Aqr Capital Management LLC435,006$19.0M0.0%+84,068
Two Sigma Investments, LP424,252$18.6M0.0%+104,449
Arrowstreet Capital, Limited Partnership351,281$15.4M0.0%+4,388
Leeward Investments, LLC - MA321,438$14.1M0.6%−7,026
Vanguard Portfolio Management LLC317,908$13.9M0.0%+39,417
Northern Trust Corp307,272$13.4M0.0%+10,454
Sei Investments Co290,405$12.7M0.0%+18,633
Goldman Sachs Group Inc281,615$12.3M0.0%−77,095
Nuveen, LLC272,915$11.9M0.0%+121,433
Hotchkis & Wiley Capital Management LLC267,169$11.7M0.0%−33,570
Morgan Stanley250,739$11.0M0.0%−1,370
Bridgeway Capital Management, LLC239,352$10.5M0.2%+8,451
Charles Schwab Investment Management Inc236,309$10.3M0.0%+2,615

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
May 12, 2025Jefferson ShreveRepublican, HouseSale$15,001 - $50,000+0.2%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

SEC filer profile

How UNIVEST FINANCIAL Corp is registered with the Securities and Exchange Commission, from its EDGAR record and the cover page of its latest annual report.

  • Name on EDGARUNIVEST FINANCIAL Corp1
  • CIK0000102212
  • Employer ID (EIN)23-18861445
  • Filer statusLarge accelerated filer not an emerging growth company; not a smaller reporting company; not a shell company5
  • Incorporated inPennsylvania5
  • Fiscal year endsDecember 311
  • Industry code (SIC)6022 State Commercial Banks1
  • SEC reviewing officeOffice of Finance, Division of Corporation Finance1
  • Business address14 North Main Street, Po Box 197, Souderton, PA 189641
  • Phone21572124001
  • Shares outstanding27,580,768 as of Jul 27, 202612
  • Public float$852.6M as of Jun 30, 20255
  • AuditorKPMG, LLP, Philadelphia, PA PCAOB ID 185; it also attests to the company’s internal control over financial reporting5
  • On EDGAR sinceMay 10, 19941
  • Filings2,031 in all: 4 (753), 5 (433), 8-K (324), 13F-HR (110), 10-Q (98), SC 13G/A (36), 3 (33), 10-K (32)1
    All 47 form types

    DEF 14A (32), 144 (22), 4/A (22), 11-K (12), SC 13G (12), 425 (10), 3/A (7), 5/A (7), UPLOAD (7), 424B5 (6), CORRESP (6), S-8 (6), 8-K/A (5), EFFECT (5), SCHEDULE 13G/A (5), ARS (4), FWP (4), 424B3 (3), N-PX (3), PRE 14A (3), S-4 (3), S-8 POS (3), 13F-HR/A (2), 305B2 (2), 424B2 (2), S-3 (2), S-3ASR (2), S-3D (2), S-4/A (2), SCHEDULE 13G (2), 10-Q/A (1), 424B1 (1), 8-A12G (1), 8-A12G/A (1), DEFA14A (1), DEFR14A (1), NT 11-K (1), S-3/A (1), S-3DPOS (1)

  • Latest filingsAnnual report (10-K) Feb 23, 2026
    Quarterly report (10-Q) Jul 28, 2026
    Proxy statement (DEF 14A) Mar 13, 2026
    Latest 8-K (8-K) Jul 27, 2026

Securities registered for trading

ClassSymbolExchange
Common Stock, $5 par valueUVSPThe NASDAQ Stock Market

From the cover page of the 10-K filed Feb 23, 2026 (Section 12(b) of the Exchange Act).5

Risk factors and legal proceedings

The risks UNIVEST FINANCIAL Corp names in Item 1A of its 10-K filed Feb 23, 2026: 41 risks under these headings, as written.5

  • Risks Related to Market Interest Rates
  • Our results of operations may be adversely affected by credit losses relating to our investment portfolio.
  • We are subject to interest rate risk.
  • Changes in the estimated fair value of debt securities may reduce stockholders' equity.
  • Risks Related to Our Lending Activities
  • We are subject to lending risk.
  • Our allowance for credit losses on loans and leases may be insufficient, and an increase in the allowance would reduce earnings.
  • Changes in economic conditions and the composition of our loan and lease portfolio could lead to higher loan charge-offs and/or an increase in our provision for credit losses, which may reduce our net income.
  • Concentrations of loans in certain industries could have adverse effects on credit quality.
  • We depend on the accuracy and completeness of information about customers and counterparties.
  • We are subject to environmental liability risk associated with lending activities.
  • Risks Related to Our Operations
The other 32 risks
  • Our controls and procedures may fail or be circumvented.
  • We may not be able to attract and retain skilled people.
  • A lack of liquidity could adversely affect our financial condition and results of operations.
  • If we lose a significant portion of our low-cost deposits, it would negatively impact our liquidity and profitability.
  • Our information technology systems, and the systems of third parties upon which we rely, may experience a failure, interruption or breach in security, which could negatively affect our operations and reputation.
  • The failure to maintain current technologies, and the costs to update technology, could negatively impact the Corporation's business and financial results.
  • Our reliance on and integration of artificial intelligence ("AI") and machine learning ("ML") technologies expose us to various risks, including operational, data, regulatory, and reputational risks, which could materially affect our business and financial results.
  • Our Board of Directors relies on management and outside consultants in overseeing cybersecurity risk management.
  • We are a community bank and our ability to maintain our reputation is critical to the success of our business. The failure to do so may materially adversely affect our performance.
  • We borrow from the Federal Home Loan Bank, the Federal Reserve and correspondent banks, and these lenders could modify or terminate their current programs, which could have an adverse effect on our liquidity and profitability.
  • Other Risks Related to Our Business
  • Natural disasters, acts of war or terrorism, outbreaks or escalations of hostilities and other external events could negatively impact us.
  • Risks Related to Economic Conditions
  • Inflation can have an adverse impact on our business and on our customers.
  • Our earnings are impacted by general business and economic conditions.
  • Our profitability is affected by economic conditions in our markets.
  • Interruption of our customers' supply chains could negatively impact their business and operations and impact their ability to repay their loans.
  • Risks Related to Regulation
  • The fiscal, monetary and regulatory policies of the federal government and its agencies could have an adverse effect on our results of operations.
  • Changes in laws and regulations and the cost of regulatory compliance with new laws and regulations may adversely affect our operations and/or increase our costs of operations.
  • Non-compliance with the USA PATRIOT Act, Bank Secrecy Act, or other laws and regulations could result in fines or sanctions.
  • Risks Related to the Wealth Management Industry
  • Revenues and profitability from our wealth management business may be adversely affected by any reduction in assets under management, which could reduce fees earned.
  • We may not be able to attract and retain wealth management clients.
  • The wealth management business is subject to extensive regulation, supervision and examination by regulators, and any enforcement action or adverse changes in the laws or regulations governing our business could decrease our revenues and profitability.
  • Risks Related to the Insurance Industry
  • Revenues and profitability from our insurance business may be adversely affected by market conditions, which could reduce insurance commissions and fees earned.
  • Risks Related to Competition
  • We operate in a highly competitive industry and market area, which could adversely impact its business and results of operations.
  • Risks Related to Strategic Activities
  • The anticipated benefits of our digital initiatives may not be fully realized.
  • Our business strategy includes significant investment in growth plans, and our financial condition and results of operations could be negatively affected if we fail to grow or fail to manage our growth effectively.
  • We may need to raise additional capital in the future and such capital may not be available when needed or at all.
  • Potential acquisitions may disrupt our business and dilute shareholder value.
  • Risks Related to Our Common Stock
  • Our stock price can be volatile.
  • The limited liquidity of our common stock may limit your ability to trade our shares and may impact the value of our common stock.
  • Anti-takeover provisions could negatively impact our shareholders.
  • There may be future sales or other dilution of the Corporation's equity, which may adversely affect the market price of our common stock.
  • The Corporation relies on dividends from our subsidiaries for most of our revenue.

Legal proceedings

The Corporation is periodically subject to legal actions that involve claims for monetary relief. Based upon information presently available to the Corporation, it is the Corporation's opinion that any legal and financial responsibility arising from such claims will not have a material adverse effect on the Corporation's results of operations, financial position or cash flows.

The opening of Item 3, Legal Proceedings.5

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