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.
The Univest Financial Corporation (UVSP) SEC filings page brings together the company’s regulatory disclosures as a public issuer on The NASDAQ Stock Market. Univest files reports with the U.S. Securities and Exchange Commission as a Pennsylvania corporation and as the parent of Univest Bank and Trust Co. These filings provide detailed information about its commercial banking, wealth management and insurance operations, as well as its capital structure and governance.
Investors can use Univest’s annual reports on Form 10-K and quarterly reports on Form 10-Q to review comprehensive financial statements, segment information for banking, wealth management and insurance, loan and deposit data, asset quality metrics, liquidity and funding sources, and discussions of risk factors and management’s view of the business. Current reports on Form 8-K disclose material events such as quarterly earnings releases, capital markets transactions, amendments to bylaws and investor presentations.
Univest has reported the issuance of fixed-to-floating rate subordinated notes in a private placement, documented in a Form 8-K that describes the subordinated note purchase agreements, indenture, registration rights agreements and the intended use of proceeds, including the planned redemption of outstanding subordinated notes. Other 8-K filings furnish earnings press releases and slide presentations, and note whether certain information is furnished rather than filed for Exchange Act purposes.
On Stock Titan, these SEC filings are updated in step with EDGAR and are accompanied by AI-powered summaries that highlight key points from lengthy documents. Users can quickly understand the implications of Univest’s 10-K and 10-Q reports, as well as specific 8-K items related to results of operations, capital actions and governance changes. Filings related to capital instruments, such as subordinated notes intended to qualify as Tier 2 capital, can be reviewed alongside AI explanations that clarify their structure and role in Univest’s regulatory capital framework.
Univest Financial Corporation reported stronger results for the quarter ended September 30, 2025. Net income was $25.6 million versus $18.6 million a year ago, and diluted EPS was $0.89 compared with $0.63. Net interest income rose to $61.3 million from $53.2 million as interest expense declined year over year, while the provision for credit losses was $0.5 million versus $1.4 million last year.
Noninterest income was $21.9 million, up from $20.2 million, with stable contributions from wealth and insurance. Noninterest expense increased to $50.7 million from $48.6 million. For the first nine months, net income totaled $68.0 million and diluted EPS was $2.34, both higher than the prior year.
The balance sheet expanded: total assets were $8.57 billion (up from $8.13 billion at December 31, 2024), and total deposits were $7.22 billion (from $6.76 billion). Net loans and leases held for investment were $6.70 billion, slightly below $6.74 billion year-end. Shareholders’ equity increased to $933.2 million. The company declared a quarterly cash dividend of $0.22 per share.
Univest Financial Corporation filed a Form 8‑K stating it issued a press release on October 22, 2025 announcing its third‑quarter 2025 earnings. The company, parent of Univest Bank and Trust Co., furnished the press release as Exhibit 99.1.
The filing is administrative in nature and provides the press release as an attachment for investors’ reference.
Univest Financial Corporation (UVSP) director Thomas M. Petro reported insider sales on 08/27/2025. The filing shows two sales totaling 9,000 common shares (4,000 and 5,000 shares) at about $31.75 per share. After the transactions, the report lists beneficial ownership of 50,192.5544 shares, and a prior line shows 55,192.5544 shares before the second sale. The filing notes 1,279.5544 shares were acquired through the dividend reinvestment plan. The form is signed on 08/28/2025 by Megan D. Santana on behalf of the reporting person.
Manulife Investment Management (US) LLC holds a material stake in Univest Financial Corp. The filing shows MIM (US) beneficially owns 1,469,389 shares of Univest common stock (CUSIP 915271100), representing 5.09% of the 28,880,154 shares outstanding. A related Manulife entity, Manulife Investment Management Limited, holds 6,483 shares (0.02%).
The report identifies each entity's voting and dispositive powers: MIM (US) reports sole voting and sole dispositive power for its shares, while MIML reports sole voting and dispositive power for its smaller position. Manulife Financial Corporation is the parent and may be deemed to have ownership through its subsidiaries. The filing is a standard Schedule 13G disclosure documenting institutional ownership levels.