Welcome to our dedicated page for UNIVEST FINANCIAL SEC filings (Ticker: UVSP), 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.
Univest Financial Corporation filings document the public-company record for a Pennsylvania financial holding company with Nasdaq-listed common stock under UVSP. Its reports include Form 8-K disclosures for quarterly and annual operating results, dividend announcements, credit rating updates, and material capital markets activity involving fixed-to-floating subordinated notes due 2035.
The company’s proxy and annual meeting filings cover director elections, auditor ratification, executive compensation votes, board governance and shareholder voting results. Other regulatory disclosures address note purchase agreements, exchange-offer matters for registered subordinated notes, exhibit filings, Inline XBRL cover pages, capital structure and formal events involving Univest Bank and Trust Co. and the corporation’s financial services subsidiaries.
FMR LLC filed an amended Schedule 13G reporting a 5.6% beneficial ownership stake in Univest Financial Corp common stock. FMR LLC and related entities beneficially own 1,570,524.63 shares, with sole dispositive power over that amount and sole voting power over 1,570,397.00 shares, and no shared voting or dispositive power.
Abigail P. Johnson is also reported as a beneficial owner with sole dispositive power over 1,570,524.63 shares and no voting power. One or more other persons have rights to dividends or sale proceeds from these shares, but no single other person has an interest exceeding 5% of the outstanding common stock.
Univest Financial Corporation reported net income of $22.9 million for the quarter and $50.0 million for the six months ended June 30, 2026, with diluted EPS of $0.82 and $1.78, compared with $0.69 and $1.45 a year earlier. Quarterly net interest income rose to $66.2 million from $59.5 million, while the provision for credit losses decreased to $2.7 million from $5.7 million.
Total assets were $8.20 billion at June 30, 2026. Loans and leases held for investment were $7.04 billion, up from $6.91 billion at December 31, 2025, and deposits were $6.93 billion versus $7.09 billion. Shareholders’ equity increased to $954.3 million, with 27.6 million common shares outstanding.
Credit quality weakened: nonperforming loans and leases climbed to $44.1 million from $13.8 million at year-end, including a $28.6 million commercial relationship placed on nonaccrual with a specific reserve of $9.8 million. The allowance for credit losses on loans and leases was $90.0 million.
Univest Financial Corporation furnished an investor slide presentation outlining YTD 2026 operating performance, balance sheet trends, liquidity and strategy. The $8.2 billion bank reported YTD 2026 earnings of $50.0 million, or $1.79 per share, and core PTPP‑NCO of $67.4 million, with reported ROAA of 1.23% and ROATE of 13.09%.
Total loans were $7.0 billion and deposits $6.9 billion, with net interest margin (tax‑equivalent) of 3.41% and a core efficiency ratio of 57.5%. Asset quality metrics included nonperforming assets at 0.77% of total assets and a loan and lease reserve coverage ratio of 1.28%.
Liquidity and capital were highlighted: committed borrowing capacity was $3.7 billion, including $2.4 billion available, while estimated unprotected deposits were $1.7 billion, or 24.6% of total deposits. Tangible common equity to tangible assets was 9.68% and the Common Equity Tier 1 ratio was 11.19%. The presentation also described non‑GAAP measures and longer‑term growth and balance sheet optimization strategies.
Univest Financial Corporation reported net income of $23.0 million for the quarter ended June 30, 2026, or $0.82 diluted earnings per share, an 18.8% increase in earnings per share compared to the 2025 second quarter. Net interest income was $66.2 million, up 11.3% from the second quarter of 2025, as higher average loan balances and lower funding costs lifted the tax-equivalent net interest margin to 3.49% from 3.20%.
Gross loans and leases increased $240.8 million, or 3.5%, from June 30, 2025, driven by commercial, construction and commercial real estate growth, while total deposits rose $350.3 million, or 5.3%, over the same period. Noninterest-bearing deposits were $1.5 billion, 21.1% of total deposits. Liquidity included $195.3 million of cash and cash equivalents and $2.4 billion of available committed borrowing capacity. Results reflected a $5.2 million pre-tax valuation adjustment on an other real estate owned property and $708 thousand of tax-free bank owned life insurance death benefit proceeds.
Asset quality softened as nonperforming assets totaled $63.0 million at June 30, 2026, compared to $41.2 million at March 31, 2026 and $50.6 million a year earlier, including a $28.6 million commercial relationship placed on nonaccrual with a $9.8 million specific reserve. Net loan and lease charge-offs were $1.9 million, and the provision for credit losses was $2.7 million, while the allowance for credit losses on loans and leases remained 1.28% of loans and leases held for investment. Univest declared a $0.23 quarterly dividend and repurchased 425,539 shares at an average price of $38.71, with 1,494,260 shares still available under its repurchase plan.
UNIVEST FINANCIAL Corp Sr EVP & Chief Risk Officer and General Counsel Megan D. Santana exercised stock options for 2,787 shares of common stock at $28.50 per share and sold 2,787 shares in an open-market transaction at a weighted average price of $40.8334 per share. Following these transactions, she holds 35,975.2625 common shares directly, including 13,925.2625 shares acquired through the dividend reinvestment plan and employee stock purchase plan.
Univest Financial Corp Senior EVP & CFO Brian J. Richardson exercised stock options for 2,090 shares of common stock at $28.50 per share and sold 2,090 shares in open-market transactions at a weighted average price of $40.904, within a $40.85–$40.96 range. Following these transactions, he directly holds 24,228.4353 common shares, which include 636.4353 shares acquired through the dividend reinvestment plan.
UNIVEST FINANCIAL Corp Chairman, President & CEO Jeffrey M. Schweitzer exercised stock options for 13,933 common shares at $28.50 per share and on the same day sold 13,933 shares in open-market transactions at a weighted average price of $40.9111 per share.
After these transactions, he holds 110,513.1043 common shares directly and 101.2362 shares indirectly for a child, which include 10,090.1043 shares acquired through a dividend reinvestment plan.