UNIVEST FINANCIAL Corp (UVSP)
UNIVEST FINANCIAL Corp brought in $346.4M of revenue over the twelve months to September 30, 2026, up 8.2% from a year earlier. Net income was $94.4M, a net margin of 27.2%. Operating cash flow minus capital spending left $96.9M of free cash flow in fiscal 2025. At September 30, 2026 it held $625.1M in cash. Its latest periodic report to the SEC is the quarterly report (10-Q) filed on November 3, 2026.
Key facts about UNIVEST FINANCIAL Corp
- Net worth
- UNIVEST FINANCIAL Corp has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $949.2M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
- Revenue and profit
- In fiscal 2025 revenue was $328.1M (+9.6% year on year), with net income of $90.8M. Over the 12 months to September 30, 2026: revenue $346.4M, net income $94.4M.
- Cash flow
- In fiscal 2025 operations brought in $101.5M of cash; after $4.6M of capital spending, free cash flow was $96.9M.
- Latest report
- The latest periodic report (quarterly report, 10-Q) was filed with the SEC on November 3, 2026 and covers the period to September 30, 2026. Open on SEC EDGAR
- Next earnings report
- UNIVEST FINANCIAL Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
- Dividend
- UNIVEST FINANCIAL Corp declared dividends of $0.87 per share in fiscal 2025, a yield of 2.12% at the current price.
What UNIVEST FINANCIAL Corp does
UNIVEST FINANCIAL Corp is registered with the SEC under industry code SIC 6022 (State Commercial Banks). Its shares trade on NASDAQ under the ticker UVSP.
Revenue and profit by year
Key figures
| Fiscal year | Revenue | Net income | Diluted EPS | Free cash flow |
|---|---|---|---|---|
| 2025 | $328.1M | $90.8M | $3.13 | $96.9M |
| 2024 | $299.2M | $75.9M | $2.58 | $72M |
| 2023 | $296.8M | $71.1M | $2.41 | $83M |
| 2022 | $296.2M | $78.1M | $2.64 | $104.2M |
| 2021 | $0 | $91.8M | $3.11 | $96.5M |
| 2020 | $0 | $46.9M | $1.60 | $47.4M |
Earnings: every quarter and the next report date
Full financial statements: income, balance sheet and cash flow
Where UVSP ranks in Finance
Dividends
UNIVEST FINANCIAL Corp declared $0.87 per share in fiscal 2025. At the current price that is a yield of 2.12%. It paid out $25.3M in cash dividends, 28% of its net income.
| Fiscal year | Per share | Paid out | Of profit |
|---|---|---|---|
| 2025 | $0.87 | $25.3M | 28% |
| 2024 | $0.84 | $24.8M | 33% |
| 2023 | $0.84 | $25.1M | 35% |
| 2022 | $0.83 | $24.6M | 31% |
| 2021 | $0.80 | $23.6M | 26% |
| 2020 | $0.60 | $17.5M | 37% |
Latest SEC filings
What UNIVEST FINANCIAL Corp has filed recently, newest first. Each links to the original document on SEC EDGAR.
- November 5, 2026Form 13F-HR filing 13F-HR
- November 3, 2026Quarterly report 10-Q · period to September 30, 2026Revenue rose 8.1% to $90M versus the same quarter last year; diluted EPS $0.78 versus $0.89.
- October 29, 2026
- August 7, 2026Form 13F-HR filing 13F-HR
- August 6, 2026Passive stake changed SCHEDULE 13G/A
- August 3, 2026Form N-PX filing N-PX
- July 28, 2026Quarterly report 10-Q · period to June 30, 2026Revenue rose 4.1% to $84.4M versus the same quarter last year; diluted EPS $0.82 versus $0.69.
- July 27, 2026
- July 23, 2026
- May 6, 2026Passive stake changed SCHEDULE 13G/A
What is UVSP worth? A DCF from its reported cash flow
Insider trades
What the people running UNIVEST FINANCIAL Corp did with its shares, from the Form 4 filings they must send the SEC within two business days.
Insiders sold $552.7K worth of shares in the last 90 days and bought none on the open market.
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| August 24, 2026 | Petro Thomas MDirector | Sold | 5,000 | $208.5K |
| August 13, 2026 | Turner Michael L.Director | Sold | 8,000 | $344.3K |
| June 8, 2026 | Schweitzer Jeffrey MChairman, President & CEO, Director | Exercised options | 13,933 | $397.1K |
| June 8, 2026 | Schweitzer Jeffrey MChairman, President & CEO, Director | Sold | 13,933 | $570K |
| June 8, 2026 | Santana Megan DSr EVP & Chief Risk Officer | Exercised options | 2,787 | $79.4K |
| June 8, 2026 | Santana Megan DSr EVP & Chief Risk Officer | Sold | 2,787 | $113.8K |
| June 8, 2026 | Richardson Brian JSr EVP & CFO | Exercised options | 2,090 | $59.6K |
| June 8, 2026 | Richardson Brian JSr EVP & CFO | Sold | 2,090 | $85.5K |
Who owns UVSP
Three views from three kinds of SEC filings, each with its own date. They overlap and are not added up.
5% holders
| Holder | Of class | Filed |
|---|---|---|
| Fmr LLC13G, passive with 1 related filers | 5.6% | August 6, 2026 |
| Vanguard Capital Management13G, passive | 5.07% | April 30, 2026 |
Largest institutional holders
Positions that investment managers reported on Form 13F for the quarter ended June 30, 2026, largest first, with the change on the quarter ended March 31, 2026. Managers file 13F up to 45 days after a quarter ends. 223 managers reported a position.
| Holder | Shares | Change on quarter |
|---|---|---|
| BlackRock, Inc. | 3,417,251 | +306,159 |
| Dimensional Fund Advisors LP | 1,896,670 | +10,435 |
| Fmr LLC | 1,570,525 | -331,799 |
| Vanguard Capital Management LLC | 1,187,660 | -29,683 |
| State Street Corp | 991,985 | +58,299 |
| American Century Companies Inc | 846,282 | +88,280 |
| Pzena Investment Management LLC | 834,628 | -7,797 |
| Geode Capital Management, LLC | 823,655 | +32,711 |
| Manufacturers Life Insurance Company, The | 764,026 | -331,529 |
| Assenagon Asset Management S.A. | 716,366 | +458,963 |
| Renaissance Technologies LLC | 515,789 | -67,945 |
| UNIVEST FINANCIAL Corp | 503,433 | +1,682 |
| Aqr Capital Management LLC | 435,006 | +84,068 |
| Two Sigma Investments, LP | 424,252 | +104,449 |
| Arrowstreet Capital, Limited Partnership | 351,281 | +4,388 |
| Leeward Investments, LLC - MA | 321,438 | -7,026 |
| Vanguard Portfolio Management LLC | 317,908 | +39,417 |
| Northern Trust Corp | 307,272 | +10,454 |
| Sei Investments Co | 290,405 | +18,633 |
| Goldman Sachs Group Inc | 281,615 | -77,095 |
Insiders
16 insiders reported holding 439,801 shares in total, about $18.1M at the last price.
| Holder | Shares |
|---|---|
| Schweitzer Jeffrey MChairman, President & CEO, Director | 110,513 |
| Keim Michael SSenior EVP & COO | 66,979 |
| Petro Thomas MDirector | 47,239 |
| Santana Megan DSr EVP & Chief Risk Officer | 35,975 |
| Turner Michael L.Director | 24,684 |
| Richardson Brian JSr EVP & CFO | 24,228 |
| Wonderling Robert CDirector | 19,373 |
| Zimmerman Charles HDirector | 17,419 |
| Paquin NatalyeDirector | 17,004 |
| Benning Todd SDirector | 16,127 |
Questions about UVSP
What does UNIVEST FINANCIAL Corp do?
UNIVEST FINANCIAL Corp is a company in the Finance sector, listed on NASDAQ as UVSP. Its shares trade on NASDAQ under the ticker UVSP.
What is UNIVEST FINANCIAL Corp's net worth?
UNIVEST FINANCIAL Corp has a market value (market cap) of $1.1B at the latest share price, and shareholders' equity of $949.2M on its balance sheet at September 30, 2026. A company's "net worth" usually means one of these: what the market pays for all its shares, or its assets minus its liabilities.
Is UNIVEST FINANCIAL Corp profitable?
Yes. Over the twelve months to September 30, 2026 it reported net income of $94.4M on revenue of $346.4M, a net margin of 27.2%.
How much revenue does UNIVEST FINANCIAL Corp make?
Over the twelve months to September 30, 2026 UNIVEST FINANCIAL Corp reported revenue of $346.4M. That is 8.2% more than a year earlier.
When did UNIVEST FINANCIAL Corp last report?
Its most recent periodic report is the quarterly report (10-Q) filed on November 3, 2026. It covers the period to September 30, 2026. Its newest filing of any kind is the form 13F-HR filing from November 5, 2026.
When is UNIVEST FINANCIAL Corp's next earnings report?
UNIVEST FINANCIAL Corp's next report is expected around January 28, 2027. That is an estimate from its filing rhythm, not a date the company has announced.
Does UNIVEST FINANCIAL Corp pay a dividend?
Yes. UNIVEST FINANCIAL Corp declared dividends of $0.87 per share in fiscal 2025, a yield of 2.12% at the current price.
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Where the numbers come from
Financial figures are the values UNIVEST FINANCIAL Corp tagged in its own SEC filings (XBRL), taken from the latest filing for each period, so restatements replace older figures. Revenue, profit and cash flow are for full fiscal years unless marked as the last twelve months, which is the sum of the four most recent quarters. Where a company reports only the full year, the fourth quarter is the year minus the first three.
Prices are delayed end-of-day market data in the listing currency, and market cap moves with the price. P/E is shown only when earnings per share are positive. Nothing here is investment advice.