Welcome to our dedicated page for CVB FINANCIAL SEC filings (Ticker: CVBF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Our SEC filing database is enhanced with expert analysis from Rhea-AI, providing insights into the potential impact of each filing on CVB FINANCIAL's stock performance. Each filing includes a concise AI-generated summary, sentiment and impact scores, and end-of-day stock performance data showing the actual market reaction. Navigate easily through different filing types including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, proxy statements (DEF 14A), and Form 4 insider trading disclosures.
Designed for fundamental investors and regulatory compliance professionals, our page simplifies access to critical SEC filings. By combining real-time EDGAR feed updates, Rhea-AI's analytical insights, and historical stock performance data, we provide comprehensive visibility into CVB FINANCIAL's regulatory disclosures and financial reporting.
CVB Financial Corp. completed its acquisition of Heritage Commerce Corp. and is now providing detailed pro forma financials for the combined bank. The amendment adds Heritage’s audited statements and unaudited pro forma balance sheet and income statement for 2025, showing how the merger would have affected results.
The preliminary merger consideration totals about $845 million, including $843.7 million in CVBF stock and a small cash component. Pro forma 2025 net earnings are $241.0 million with basic and diluted earnings per share of $1.36, and total pro forma assets are about $21.5 billion.
FMR LLC reported beneficial ownership of 7,440,851.33 shares of CVB Financial Corp common stock, representing 5.5% of the class as of 03/31/2026. The filing states sole voting power of 7,433,762 shares and sole dispositive power of 7,440,851.33. The Schedule 13G was signed on 05/05/2026 and cites a related Exhibit 99 and a power of attorney dated 04/13/2026.
Vanguard Portfolio Management reported beneficial ownership of 7,968,140 shares of CVB Financial Corp common stock, representing 5.86% of the class as of 03/31/2026. The filing shows 77,742 shares of sole voting power and sole dispositive power over the full 7,968,140 shares.
The statement, signed on 04/29/2026, notes holdings include securities held for Vanguard funds and managed accounts over which Vanguard Portfolio Management LLC or its affiliates exercise dispositive power.
CVB Financial Corp. reported first quarter 2026 net earnings of $51.0 million, or $0.38 per diluted share, with an annualized return on average assets of 1.33% and net interest margin of 3.44%. Net interest income was $117.8 million, up $7.4 million from the first quarter of 2025, while noninterest income was $14.3 million. The efficiency ratio was 45.84%, and pretax pre-provision income reached $71.6 million.
On April 17, 2026, CVB completed its acquisition of Heritage Commerce Corp and Heritage Bank of Commerce, described as its largest acquisition by asset size and a key step in expanding into California’s Bay Area. Asset quality remained strong, with nonperforming assets at 0.04% of total assets and an allowance for credit losses of $80.2 million, or 0.93% of total loans. Capital ratios were high, including a Common Equity Tier 1 ratio of 16.3% and tangible common equity ratio of 10.5%, and the company declared a quarterly cash dividend of $0.20 per share, extending its record of 146 consecutive quarterly dividends.
CVB Financial Corp director and president Clay Robertson Jones Jr. reported stock acquisitions tied to CVB’s purchase of Heritage Commerce Corp. On April 17, 2026, his Heritage shares were converted into CVB common stock at a 0.65-for-1 ratio.
He also received restricted stock awards that will vest in equal annual installments over three years from the grant date. After these transactions, he directly holds 254,767 shares of CVB common stock, reflecting both the merger conversion and the new equity awards.
CVB Financial Corp. completed its all-stock acquisition of Heritage Commerce Corp., merging Heritage into CVBF and Heritage Bank of Commerce into Citizens Business Bank. Each Heritage share was converted into 0.65 CVBF share, and CVBF issued approximately 41 million new shares as consideration.
The combined bank now has more than $20 billion in assets, with total loans of about $12 billion and total deposits and customer repurchase agreements of about $17 billion, and adds 16 Bay Area branches to Citizens’ footprint across California. Clay Jones, formerly Heritage’s CEO, became President of CVBF and Citizens with a $700,000 base salary, a $1.8 million retention award and equity grants. Two Heritage directors, Mr. Jones and Julianne Biagini-Komas, joined the CVBF and Citizens boards, and severance terms for several existing CVBF executives were aligned with Jones’ agreement.
CVB Financial Corp director and President Jones Robertson Clay Jr filed an initial Form 3 indicating he does not beneficially own any securities of the company. The filing shows 0 shares held following the reported position.
CVB Financial Corp director Julianne M. Biagini Komas acquired 44,326 shares of CVB common stock in a non-market transaction. The shares were received on April 17, 2026 as part of CVB Financial Corp.'s acquisition of Heritage Commerce Corp., with each Heritage share converting into 0.65 CVB share. Following this merger-related award, she directly holds 44,326 common shares.
CVB Financial Corp director Julianne M. Biagini Komas filed an ownership report showing that she does not currently hold any of the company’s securities. The filing lists "No Securities are beneficially owned" and shows total direct holdings of 0 shares following the reported position.