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 executive Megan D. Santana, Senior EVP & COO, reported an insider transaction involving stock options and common shares. On 12/12/2025 she exercised stock options for 6,696 shares of common stock at $28.15 per share and then sold 6,696 common shares in multiple transactions at a weighted average price of $34.0707, with individual trades occurring within a disclosed price range. Following these transactions she directly beneficially owned 61,357.077 common shares, which includes 7,154.509 shares acquired through the dividend reinvestment plan.
Univest Financial Corp executive Megan D. Santana, Sr EVP and Chief Risk Officer, reported stock transactions in company common shares. On December 12, 2025 she exercised 2,522 stock options at $28.15 per share, acquiring 2,522 common shares, and sold 2,522 common shares at $35.45 per share. After these transactions, she directly beneficially owned 32,011.4351 common shares, including 13,201.4351 shares acquired through a dividend reinvestment plan and an employee stock purchase plan. The exercised option grant covered 2,522 shares at a $28.15 exercise price and was fully used, leaving no options from that grant outstanding.
Univest Financial Corp executive Megan D. Santana, Sr EVP & CFO, reported insider stock transactions dated 12/12/2025. She exercised stock options to acquire 1,500 shares of common stock at $ 28.15 per share and, on the same day, sold 1,500 common shares at $ 34.45.
After these transactions, she directly owns 20,446.4353 Univest Financial Corp shares, including 636.4353 shares acquired through a dividend reinvestment plan. The exercised options were granted on 01/31/2018 with an exercise price of $ 28.15, were exercisable in 33.3% annual installments over three years, and now show 0 options remaining from this grant ahead of their 01/31/2027 expiration date.
Univest Financial (UVSP) reported insider buying by Director Megan D. Santana. On 11/10/2025, she purchased 200 common shares at $29.83 and 455 shares at $29.7993 (Transaction code: P). Following these trades, she directly beneficially owned 27,515.054 shares. The holdings figure includes 1,212.054 shares acquired through the company’s dividend reinvestment plan.
Univest Financial Corporation issued $50.0 million of 6.00% Fixed-to-Floating Rate Subordinated Notes due 2035 in a private placement at par. The company plans to use the proceeds to redeem its outstanding 5.00% Fixed-to-Floating Rate Subordinated Notes due 2030, which currently carry a 9.15% rate, and for general corporate purposes. The company also provided notice to redeem the remaining $80.0 million of those 2030 notes, with redemption expected on or about November 15, 2025.
The new notes pay 6.00% fixed interest semi-annually to, but excluding, November 15, 2030, then reset quarterly to three‑month SOFR plus 261.5 bps until maturity on November 15, 2035. They are unsecured, subordinated obligations intended to qualify as Tier 2 capital, are callable by the company on or after November 15, 2030 (subject to required regulatory approvals), and are not convertible or subject to a sinking fund. Univest entered into registration rights to exchange the notes for registered securities with substantially the same terms, with additional interest payable if obligations are not met.
Univest Financial Corp filed a Form 13F reporting institutional holdings. The report lists 450 holdings with a total market value of $1,787,159,302.
The filing names 2 other included managers (Univest Bank & Trust Co.; GIRARD ADVISORY SERVICES, LLC) and is signed by Beth Nauman, Compliance Trust Officer, on 10-30-2025.
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.