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 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.
Univest Financial Corp director Natalye Paquin reported an open-market sale of 13,000 shares of the company’s common stock. The weighted average sale price was $37.80 per share, with individual trades executed between $37.78 and $37.885.
After these transactions, Paquin directly holds 17,004.4283 shares of Univest Financial common stock, including 1,355.4283 shares that were acquired through the company’s dividend reinvestment plan.
Pershing LLC submitted a Form 144 reporting a proposed sale of Common stock of UVSP. The filing lists a quantity labeled 13000 and other figures including 487630.00 and 27,949,173 with an apparent date of 04/27/2026. The excerpt also shows multiple historical open market purchases with per-trade share counts and dates.
Univest Financial Corporation reported results of its Annual Meeting of Shareholders held on April 23, 2026. Holders of 28,083,533 common shares were entitled to vote.
Shareholders elected four Class III directors for three-year terms expiring in 2029. Support ranged from 21,131,082 votes for Robert C. Wonderling to 22,386,752 for Natalye Paquin, with broker non-votes of 1,808,019 on each director.
Shareholders also ratified KPMG LLP as independent registered public accounting firm for 2026 with 23,884,852 votes for, 466,638 against, and 18,428 abstentions. In addition, they approved on an advisory basis the compensation of named executive officers, with 21,929,235 votes for, 561,000 against, 71,664 abstentions, and 1,808,019 broker non-votes.
Univest Financial Corporation reported stronger first quarter 2026 results. Net income was $27.1 million, up from $22.4 million a year earlier, with diluted earnings per share rising to $0.96 from $0.77, a 24.7% increase.
The quarterly dividend was raised 4.5% to $0.23 per share. Net interest income grew 11.6% year over year to $63.4 million, and the tax-equivalent net interest margin improved to 3.33% from 3.09%. Noninterest income also increased, helped by higher investment advisory and insurance fees.
Noninterest expense rose 6.8% to $52.7 million, including a $427 thousand restructuring charge tied to closing two underutilized facilities. Asset quality remained solid, with net loan and lease charge-offs at $1.3 million and the allowance for credit losses steady at 1.28% of loans. Univest repurchased 351,138 shares at an average price of $33.70 and ended the quarter with $8.1 billion in assets.
Univest Financial Corporation reported that Kroll Bond Rating Agency (KBRA) affirmed the credit ratings of both the Corporation and Univest Bank and Trust Co. with a Stable Outlook as of April 1, 2026.
For the Corporation, KBRA affirmed a senior unsecured debt rating of BBB+, a subordinated debt rating of BBB, and a short-term debt rating of K2. For the Bank, KBRA affirmed a deposit rating of A-, senior unsecured debt rating of A-, subordinated debt rating of BBB+, and short-term deposit and debt ratings of K2.
Univest Financial Corp: Amendment No. 3 to a Schedule 13G/A filed by The Vanguard Group reports 0 shares beneficially owned and 0% of the class. The filing states Vanguard completed an internal realignment on 01/12/2026, after which certain subsidiaries report holdings separately in reliance on SEC Release No. 34-39538. The filing is signed on 03/27/2026 by the Head of Global Fund Administration.
Univest Financial Corp EVP & Chief Credit Officer Eleni S. Monios reported multiple equity compensation moves. On 2026-03-15, she exercised restricted stock units into 1,307 shares of common stock, with 444 shares withheld at $32.72 per share to satisfy tax obligations, resulting in 2,904 common shares held directly.
She also received new awards of 1,011 restricted stock units that vest in roughly one‑third increments over three years and 2,358 performance‑based restricted stock units. Each unit represents a contingent right to one common share, and the performance units can deliver up to 150% of the reported amount based on the company’s three‑year performance.