as of 03-09-2026 3:55pm EST
Univest Financial Corp is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. The bank has three operating segments; Banking segment provides financial services including a full range of banking services such as deposit taking, loan origination, and servicing, mortgage banking, other general banking services, and equipment lease financing, Wealth Management segment offers investment advisory, financial planning, trust and brokerage services, and The Insurance segment includes a full-service insurance brokerage agency offering commercial property and casualty insurance, employee benefits solutions, personal insurance lines and human resources consulting. It generates majority of its revenue from the banking segment.
| Founded: | 1876 | Country: | United States |
| Employees: | N/A | City: | SOUDERTON |
| Market Cap: | 983.8M | IPO Year: | 1994 |
| Target Price: | $35.00 | AVG Volume (30 days): | 106.7K |
| Analyst Decision: | Hold | Number of Analysts: | 2 |
| Dividend Yield: | Dividend Payout Frequency: | quarterly | |
| EPS: | 3.13 | EPS Growth: | 21.32 |
| 52 Week Low/High: | $24.22 - $36.20 | Next Earning Date: | 04-30-2026 |
| Revenue: | $328,056,000 | Revenue Growth: | 9.64% |
| Revenue Growth (this year): | 11.65% | Revenue Growth (next year): | 4.77% |
| P/E Ratio: | 10.54 | Index: | N/A |
| Free Cash Flow: | 96.9M | FCF Growth: | +34.62% |
Director
Avg Cost/Share
$34.58
Shares
580
Total Value
$20,055.82
Owned After
29,931.639
SEC Form 4
Senior EVP & COO
Avg Cost/Share
$34.07
Shares
6,696
Total Value
$228,137.41
Owned After
61,357.077
SEC Form 4
Chairman, President & CEO
Avg Cost/Share
$34.99
Shares
12,277
Total Value
$429,520.67
Owned After
100,570.104
SEC Form 4
Sr EVP & CFO
Avg Cost/Share
$34.45
Shares
1,500
Total Value
$51,675.00
Owned After
20,446.435
SEC Form 4
Sr EVP & Chief Risk Officer
Avg Cost/Share
$35.45
Shares
2,522
Total Value
$89,404.90
Owned After
32,011.435
SEC Form 4
| Insider | Ticker | Relationship | Date | Transaction | Avg Cost | Shares | Total Value | Owned After | SEC Forms |
|---|---|---|---|---|---|---|---|---|---|
| Paquin Natalye | UVSP | Director | Feb 2, 2026 | Buy | $34.58 | 580 | $20,055.82 | 29,931.639 | |
| Keim Michael S | UVSP | Senior EVP & COO | Dec 12, 2025 | Sell | $34.07 | 6,696 | $228,137.41 | 61,357.077 | |
| SCHWEITZER JEFFREY M | UVSP | Chairman, President & CEO | Dec 12, 2025 | Sell | $34.99 | 12,277 | $429,520.67 | 100,570.104 | |
| Richardson Brian J | UVSP | Sr EVP & CFO | Dec 12, 2025 | Sell | $34.45 | 1,500 | $51,675.00 | 20,446.435 | |
| Santana Megan D | UVSP | Sr EVP & Chief Risk Officer | Dec 12, 2025 | Sell | $35.45 | 2,522 | $89,404.90 | 32,011.435 |
SEC 8-K filings with transcript text
Jan 29, 2026 · 100% conf.
1D
+0.24%
$32.80
5D
+3.28%
$33.79
20D
+4.15%
$34.08
uvsp-202601280000102212FALSE00001022122026-01-282026-01-28
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): January 28, 2026
(Exact name of registrant as specified in its charter)
Pennsylvania 0-7617 23-1886144 (State or other jurisdiction (Commission (I.R.S. Employer of incorporation) File Number) Identification No.)
14 North Main Street, Souderton, Pennsylvania 18964 (Address of principal executive office)(Zip Code) Registrant’s telephone number, including area code (215) 721-2400 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2 (b) under the Exchange Act (17 CFR 240.14d-2 (b)) ☐Pre-commencement communications pursuant to Rule 13e-4 (c) under the Exchange Act (17 CFR 240.13e-4 (c))
Securities registered pursuant to Section 12(b) of the Act: Title of classTrading SymbolName of exchange on which registered Common Stock, $5 par valueUVSPThe NASDAQ Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company☐ If an emerging growth company, indicated by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02Results of Operations and Financial Condition
On January 28, 2026, Univest Financial Corporation (the “Corporation”), parent company of Univest Bank and Trust Co. (the "Bank"), issued a press release reporting 2025 fourth quarter and full year earnings. A copy of this press release is attached to this Current Report on Form 8-K as Exhibit 99.1.
Item 9.01Financial Statements and Exhibits
(a) Not applicable (b) Not applicable (c) Not applicable (d) Exhibits
Exhibit No. Description of Document
99.1 Press release issued by Univest Financial Corporation on January 28, 2026
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Univest Financial Corporation
By:/s/ Brian J. Richardson Name:Brian J. Richardson Title:Senior Executive Vice President, Chief Financial Officer
January 29, 2026
Exhibit No. Description of Document
99.1 Press release issued by Univest Financial Corporation on January 28, 2026
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
Oct 23, 2025
uvsp-202510220000102212FALSE00001022122025-10-222025-10-22
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): October 22, 2025
(Exact name of registrant as specified in its charter)
Pennsylvania 0-7617 23-1886144 (State or other jurisdiction (Commission (I.R.S. Employer of incorporation) File Number) Identification No.)
14 North Main Street, Souderton, Pennsylvania 18964 (Address of principal executive office)(Zip Code) Registrant’s telephone number, including area code (215) 721-2400 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2 (b) under the Exchange Act (17 CFR 240.14d-2 (b)) ☐Pre-commencement communications pursuant to Rule 13e-4 (c) under the Exchange Act (17 CFR 240.13e-4 (c))
Securities registered pursuant to Section 12(b) of the Act: Title of classTrading SymbolName of exchange on which registered Common Stock, $5 par valueUVSPThe NASDAQ Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company☐ If an emerging growth company, indicated by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02Results of Operations and Financial Condition
On October 22, 2025, Univest Financial Corporation (the “Corporation”), parent company of Univest Bank and Trust Co. (the "Bank"), issued a press release reporting 2025 third quarter earnings. A copy of this press release is attached to this Current Report on Form 8-K as Exhibit 99.1.
Item 9.01Financial Statements and Exhibits
(a) Not applicable (b) Not applicable (c) Not applicable (d) Exhibits
Exhibit No. Description of Document
99.1 Press release issued by Univest Financial Corporation on October 22, 2025
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Univest Financial Corporation
By:/s/ Brian J. Richardson Name:Brian J. Richardson Title:Senior Executive Vice President, Chief Financial Officer
October 23, 2025
Exhibit No. Description of Document
99.1 Press release issued by Univest Financial Corporation on October 22, 2025
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
Jul 24, 2025
uvsp-202507230000102212FALSE12/3100001022122025-07-232025-07-23
Pursuant to Section 13 or 15(d) of the Securities Exchange Act of 1934 Date of Report (Date of earliest event reported): July 23, 2025
(Exact name of registrant as specified in its charter)
Pennsylvania 0-7617 23-1886144 (State or other jurisdiction (Commission (I.R.S. Employer of incorporation) File Number) Identification No.)
14 North Main Street, Souderton, Pennsylvania 18964 (Address of principal executive office)(Zip Code) Registrant’s telephone number, including area code (215) 721-2400 Not applicable (Former name or former address, if changed since last report)
Check the appropriate box below if the Form 8-K filing is intended to simultaneously satisfy the filing obligation of the registrant under any of the following provisions (see General Instruction A.2. below):
☐Written communications pursuant to Rule 425 under the Securities Act (17 CFR 230.425) ☐Soliciting material pursuant to Rule 14a-12 under the Exchange Act (17 CFR 240.14a-12) ☐Pre-commencement communications pursuant to Rule 14d-2 (b) under the Exchange Act (17 CFR 240.14d-2 (b)) ☐Pre-commencement communications pursuant to Rule 13e-4 (c) under the Exchange Act (17 CFR 240.13e-4 (c))
Securities registered pursuant to Section 12(b) of the Act: Title of classTrading SymbolName of exchange on which registered Common Stock, $5 par valueUVSPThe NASDAQ Stock Market
Indicate by check mark whether the registrant is an emerging growth company as defined in Rule 405 of the Securities Act of 1933 (§230.405 of this chapter) or Rule 12b-2 of the Securities Exchange Act of 1934 (§240.12b-2 of this chapter). Emerging growth company☐ If an emerging growth company, indicated by check mark if the registrant has elected not to use the extended transition period for complying with any new or revised financial accounting standards provided pursuant to Section 13(a) of the Exchange Act.¨
Item 2.02Results of Operations and Financial Condition
On July 23, 2025, Univest Financial Corporation (the “Corporation”), parent company of Univest Bank and Trust Co. (the "Bank"), issued a press release reporting 2025 second quarter earnings. A copy of this press release is attached to this Current Report on Form 8-K as Exhibit 99.1.
Item 5.03Amendments to Articles of Incorporation or Bylaws; Change in Fiscal Year
On July 23, 2025, the Board of Directors of the Corporation amended the Corporation's Bylaws to clarify the existing plurality voting standard to be used in the annual election of directors. A copy of the Amended and Restated Bylaws is filed as Exhibit 3.2 hereto and is incorporated herein by reference.
Item 9.01Financial Statements and Exhibits
(a) Not applicable (b) Not applicable (c) Not applicable (d) Exhibits
Exhibit No. Description of Document
3.2Bylaws of Univest Financial Corporation, as amended effective July 23, 2025
99.1 Press release issued by Univest Financial Corporation on July 23, 2025
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
Pursuant to the requirements of the Securities Exchange Act of 1934, the registrant has duly caused this report to be signed on its behalf by the undersigned hereunto duly authorized.
Univest Financial Corporation
By:/s/ Brian J. Richardson Name:Brian J. Richardson Title:Senior Executive Vice President, Chief Financial Officer
July 24, 2025
Exhibit No. Description of Document
3.2Bylaws of Univest Financial Corporation, as amended effective July 23, 2025
99.1 Press release issued by Univest Financial Corporation on July 23, 2025
104The cover page from the Corporation's Form 8-K, formatted in Inline XBRL
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