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.
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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.
UNIVEST FINANCIAL Corp Senior EVP & COO Michael S. Keim exercised stock options and sold shares of common stock. He exercised options for 7,245 shares at $28.50 per share, then completed an open-market sale of 7,245 shares at a weighted average price of $38.7063, with individual sale prices ranging from $38.62 to $38.81. After these transactions, he directly holds 66,979.077 shares of common stock, which include 7,154.509 shares acquired through a dividend reinvestment plan. The exercised option grant vested in thirds over three years from its exercisable date.
FMR LLC filed Amendment No. 3 to a Schedule 13G/A reporting beneficial ownership of 1,902,323.63 shares of Univest Financial Corp common stock, representing 6.8% of the class as shown on the cover. The filing lists sole dispositive power of 1,902,323.63 shares and cites Exhibit 99 and a 13d-1(k)(1) agreement. Signature authority is shown as of 05/05/2026.
Univest Financial Corp filed a Form 13F reporting 444 information-table entries with an aggregate value of $1,780,741,205. The filing lists 2 other included managers and is signed by Beth Nauman on 05-01-2026.
Vanguard Capital Management reports beneficial ownership of 1,424,911 shares of Univest Financial Corp common stock, representing 5.07% of the class. The filing shows sole voting power for 207,568 shares and sole dispositive power for 1,424,911 shares as disclosed on 04/30/2026.
Univest Financial Corporation reported stronger first-quarter 2026 results. Net income rose to $27.1 million from $22.4 million a year earlier, with diluted earnings per share increasing to $0.96 from $0.77. Net interest income grew to $63.4 million, supported by slightly lower deposit and borrowing costs, while noninterest income increased to $24.1 million.
Provision for credit losses declined to $1.3 million, and the allowance for credit losses on loans and leases stood at $88.9 million. Total assets were $8.14 billion, with loans and leases held for investment of $6.94 billion and deposits of $6.81 billion, reflecting some deposit runoff. Nonperforming loans and leases increased to $17.0 million. Shareholders’ equity improved to $952.0 million, after paying a quarterly cash dividend of $0.22 per share and absorbing modest unrealized losses in the securities portfolio.