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.
UNIVEST FINANCIAL Corp (UVSP), acting as an institutional investment manager, reported 485 Form 13F information table entries with a value total of $2,134,306,311, rounded to the nearest dollar. Two other included managers are listed: Univest Bank & Trust Co. and Girard Advisory Services, LLC.
Univest Financial Corporation (UVSP) reported third-quarter 2026 net income of $21.568 million, compared with $25.639 million a year earlier. Net interest income was $67.761 million, up from $61.324 million, while provision for credit losses was $8.997 million versus $517,000. For the first nine months, net income was $71.613 million, compared with $68.012 million in 2025, and net cash provided by operating activities was $92.501 million versus $70.842 million. The company declared a quarterly cash dividend of $0.23 per share.
At September 30, 2026, total assets were $8,606.406 million and deposits were $7,354.520 million. Net loans and leases held for investment were $6,933.487 million, compared with $6,826.639 million at December 31, 2025. Nonperforming loans and leases were $32.024 million, versus $13.832 million at year-end. A commercial loan relationship placed on nonaccrual status in the second quarter had $14.4 million of charge-offs in the third quarter; its remaining carrying value was supported by a letter of intent to sell the business.
Univest Financial Corporation (UVSP) reported third-quarter 2026 net income of $21.6 million, or $0.78 diluted earnings per share, versus $25.6 million and $0.89 a year earlier. Net interest income rose 10.5% to $67.8 million. The provision for credit losses was $9.0 million, compared with $517,000, primarily due to net charge-off activity. Net interest margin, on a tax-equivalent basis, was 3.42%, versus 3.17% a year earlier and 3.49% in the prior quarter.
Net loan and lease charge-offs totaled $17.6 million, including a $14.4 million charge-off on a $28.3 million commercial loan relationship. Nonperforming assets were $51.4 million at September 30, 2026, compared with $52.1 million a year earlier. Deposits increased $136.4 million, or 1.9%, year over year, while gross loans and leases increased $229.0 million, or 3.4%, from September 30, 2025.
Univest declared a $0.23-per-share quarterly cash dividend payable November 25, 2026, to shareholders of record November 11. During the quarter, it repurchased 301,127 shares at an average price of $42.50 per share; average cost including brokerage fees and excise tax was $42.96.
UNIVEST FINANCIAL Corp (UVSP) director Thomas M. Petro reported selling 5,000 shares of common stock on 2026-08-24 at $41.69 per share in an open-market or private transaction. Following this sale, he directly held 47,238.5806 shares, including 1,559.5806 shares acquired through a Dividend Reinvestment Plan, and indirectly held 44 shares through his spouse.
UNIVEST FINANCIAL Corp director Michael L. Turner reported an open-market sale of 8,000 shares of common stock on 2026-08-13 at a weighted average price of $43.035 per share. The shares were sold in multiple trades between $42.9386 and $43.2336. After the sale, Turner holds 24,684.0723 shares directly, including 2,368.0723 shares acquired through a Dividend Reinvestment Plan.
Univest Financial Corp filed a quarterly Form 13F-HR as an institutional investment manager, reporting its equity and related securities holdings. The filing is a full 13F Holdings Report, indicating that all holdings managed by Univest Financial and its included managers are covered.
The report lists 2 other included managers, Univest Bank & Trust Co. and GIRARD ADVISORY SERVICES, LLC. In total, the information table includes 478 reportable positions with an aggregate reported value of $2,037,113,763 as of the reporting date, rounded to the nearest dollar.
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.