Univest Financial CORP
Market Movers (8-K)
NASDAQ
Univest Financial Corporation presented its operating and growth strategies, alongside financial performance, to analysts and investors.
NASDAQ
Univest Financial Corporation announced a 18.8% increase in diluted earnings per share for the second quarter of 2026 compared to the prior year, driven by loan growth and improved net interest margin.
NASDAQ
Univest Financial Corporation shareholders approved director elections, ratified KPMG as auditor, and advisory vote on executive compensation at the April 23, 2026 annual meeting.
NASDAQ
Univest Financial Corporation announced a 24.7% increase in first quarter 2026 diluted earnings per share to $0.96, up from $0.77 in the prior year, alongside a 4.5% dividend increase.
NASDAQ
Kroll Bond Rating Agency has affirmed the long-term credit ratings for Univest Financial Corporation and its subsidiary bank with a stable outlook.
NASDAQ
Univest Financial Corporation has extended the expiration date for its offer to exchange 6.00% Fixed-to-Floating Subordinated Notes due 2035 until February 11, 2026.
Worse than expected
Delay expected
Quarterly Earnings (10-Q)
NASDAQ
Univest Financial Corporation announced its Q2 2026 results, showing a significant increase in net income and a robust growth in key business segments.
NASDAQ
Univest Financial Corporation reported a 21.0% increase in net income for the first quarter of 2026 compared to the prior year, driven by strong performance across its banking, wealth management, and insurance segments.
NASDAQ
Univest Financial Corporation reported a significant increase in net income and earnings per share for the third quarter and first nine months of 2025, driven by higher net interest income and improved profitability ratios.
Better than expected
NASDAQ
Univest Financial Corporation announced a 10.3% increase in net income for the second quarter of 2025, driven by higher net interest income, but faced a significant rise in credit loss provisions due to a fraud-related commercial loan charge-off.
Worse than expected
NASDAQ
Univest Financial Corporation announces a rise in net income to $22.4 million for the first quarter of 2025, compared to $20.3 million in the same period last year.
Better than expected
NASDAQ
Univest Financial Corporation's Q3 2024 earnings saw a slight increase year-over-year, but net interest income declined due to rising deposit costs.
Worse than expected
Annual Reports (10-K)
NASDAQ
Univest Financial Corporation announced a significant increase in net income and diluted EPS for 2025, driven by higher net interest income and BOLI death benefits.
Better than expected
Capital raise
NASDAQ
Univest Financial Corporation's 2024 annual report reveals a rise in net income, driven by strategic initiatives and market factors.
NASDAQ
Univest Financial Corporation's 10-K filing details its executive compensation program, designed to align management's interests with shareholders through a mix of base salary, short-term and long-term incentives, and post-retirement benefits.
Insider Trading (Form 4)
NASDAQ
Megan D. Santana, Sr. EVP & Chief Risk Officer and General Counsel at Univest Financial Corp, reported transactions involving common stock and stock options.
NASDAQ
Brian J. Richardson, Sr. EVP & CFO of Univest Financial Corp, acquired 2,090 shares and sold 2,090 shares on June 8, 2026.
NASDAQ
Jeffrey M. Schweitzer, Chairman, President & CEO of Univest Financial Corp, reported transactions involving common stock and stock options.
NASDAQ
Michael S. Keim, Senior EVP & COO of Univest Financial Corp, reported transactions involving the acquisition and sale of common stock.
NASDAQ
Univest Financial Corp director Natalye Paquin reported the sale of 13,000 common shares for approximately $37.80 per share.
NASDAQ
Eleni S. Monios, EVP & Chief Credit Officer of UNIVEST FINANCIAL Corp, reported the vesting and settlement of restricted stock units and new equity awards.
Proxy Statements (Def-14A)
NASDAQ
Univest Financial Corporation announced record earnings for 2025, driven by strategic initiatives and strong financial performance, while detailing proposals for its upcoming 2026 Annual Meeting of Shareholders.
Better than expected
NASDAQ
Univest Financial Corporation will hold its Annual Meeting of Shareholders on April 24, 2025, to elect directors, ratify the independent accounting firm, and conduct an advisory vote on executive compensation.
NASDAQ
Univest Financial Corporation's proxy statement details the upcoming annual shareholder meeting, director elections, auditor ratification, and executive compensation.
Worse than expected
Institutional Holdings (13F)
NASDAQ
Univest Financial Corp discloses its institutional investment portfolio holdings as of March 31, 2026.
NASDAQ
UNIVEST FINANCIAL Corp has filed its Form 13F-HR, revealing its investment holdings totaling over $1.78 billion as of September 30, 2025.
NASDAQ
UNIVEST FINANCIAL Corp filed its Q2 2025 Form 13F-HR, revealing a diverse portfolio of 451 equity holdings valued at over $1.66 billion.
NASDAQ
Univest Financial Corp's latest 13F filing reveals their holdings as of March 31, 2025, totaling over $1.5 billion across 472 positions.
NASDAQ
Univest Financial Corp's latest 13F filing discloses \$1.58 billion in managed assets as of December 31, 2024, showcasing a diverse portfolio across various sectors.
NASDAQ
Univest Financial Corp's latest 13F filing reveals a diverse portfolio of holdings valued at over $1.5 billion as of September 30, 2024.
Schedule 13G - Passive Investments
NASDAQ
Vanguard Capital Management has reported beneficial ownership of 1,424,911 shares, representing 5.07% of Univest Financial Corp's common stock, as of March 31, 2026.
NASDAQ
The Vanguard Group filed an amendment to its Schedule 13G, reporting 0% beneficial ownership in Univest Financial Corp due to an internal realignment.
NASDAQ
Manulife Investment Management (US) LLC has reduced its beneficial ownership in Univest Financial Corp. to 4.61% of common stock, falling below the 5% reporting threshold.
Worse than expected
NASDAQ
Manulife Investment Management (US) LLC and its affiliates have disclosed a 5.09% beneficial ownership stake in Univest Financial Corp. common stock.
NASDAQ
SCHEDULE 13G/A: BlackRock Amends Stake in Univest Financial Corp, Disclosing 8.5% Beneficial Ownership
BlackRock, Inc. has filed an amended Schedule 13G, revealing a beneficial ownership of 8.5% in Univest Financial Corp's common stock as of March 31, 2025.