Univest Financial CORP (UVSP) — SEC Filings

Q: What are the key financial highlights for Univest Financial CORP?

Key financial highlights for Univest Financial CORP are extracted from the most recent 10-K or 10-Q filings, including revenue, net income, EPS, debt-to-equity, cash position, and operating margin.

Q: Who are the key executives at Univest Financial CORP?

Key executives at Univest Financial CORP are identified from SEC filings including 10-K annual reports, proxy statements, and insider trade forms.

Q: What are the main risk factors for Univest Financial CORP stock?

Risk factors for Univest Financial CORP (UVSP) are assessed from SEC filings using AI analysis. Each filing is categorized as high, medium, or low risk based on disclosed risk factors and financial indicators.

Q: What are recent predictions and forward guidance from Univest Financial CORP?

Forward-looking statements and predictions from Univest Financial CORP are extracted from SEC filings including earnings reports, annual reports, and current event filings.

Latest SEC filings for Univest Financial CORP. Recent 8-K filing on Apr 23, 2026. AI-decoded analysis of earnings, risk factors, and insider trades.

View Univest Financial CORP on SEC EDGAR

Overview

Univest Financial CORP (UVSP) is a publicly traded company tracked on ReadTheFiling. The most recent enriched filing is a 8-K filed on Apr 23, 2026: Univest Financial Corporation filed an 8-K on April 23, 2026, reporting its financial results for the period ending April 22, 2026. The filing includes information on the company's results of operations and financial condition, as well as financial statements and exhibits. The specific financial fig

Sentiment Summary

Across 44 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 40 neutral, 1 mixed. The dominant filing sentiment for Univest Financial CORP is neutral.

Filing Type Overview

Univest Financial CORP (UVSP) has filed 21 8-K, 8 13F-HR, 6 10-Q, 2 DEF 14A, 2 10-K, 1 SC 13G, 4 SC 13G/A with the SEC between Jan 2024 to Apr 2026.

Filings by Year

2026 · 2025 · 2024

Recent Filings (44)

Univest Financial Corp Files 8-K on Financial Results — 8-K · Apr 23, 2026 Risk: low
Univest Financial Corporation filed an 8-K on April 23, 2026, reporting its financial results for the period ending April 22, 2026. The filing includes informat
Univest Financial Corp Files 8-K — 8-K · Dec 10, 2025 Risk: low
On December 10, 2025, Univest Financial Corporation filed an 8-K report. The filing indicates "Other Events" as the primary item of disclosure. No specific tran
Univest Financial Corp Files 8-K — 8-K · Nov 6, 2025 Risk: medium
On November 6, 2025, Univest Financial Corporation entered into a material definitive agreement. The company also created a direct financial obligation or an ob
13F-HR Filing — 13F-HR · Oct 30, 2025
Univest Financial Soars: Net Income Up 38% in Q3, Assets Top $8.5B — 10-Q · Oct 24, 2025 Risk: medium
UNIVEST FINANCIAL Corp (UVSP) reported a strong financial performance for the three and nine months ended September 30, 2025. Net income for the three months in
Univest Financial Corp Files 8-K on Financials — 8-K · Oct 23, 2025 Risk: low
Univest Financial Corporation filed an 8-K on October 23, 2025, reporting on its results of operations and financial condition as of October 22, 2025. The filin
13F-HR Filing — 13F-HR · Aug 4, 2025
Univect Financial Q2 Net Income Dips Amidst Revenue Decline — 10-Q · Jul 29, 2025 Risk: medium
UNIVEST FINANCIAL Corp reported a net income of $16.7 million for the second quarter of 2025, a decrease from $18.2 million in the second quarter of 2024. For t
Univest Financial Corp Files 8-K — 8-K · Jul 28, 2025 Risk: low
On July 28, 2025, Univest Financial Corporation filed an 8-K report. The filing primarily concerns Regulation FD Disclosure and Financial Statements and Exhibit
Univest Financial Corp Files 8-K on Operations and Bylaws — 8-K · Jul 24, 2025 Risk: low
On July 23, 2025, Univest Financial Corporation filed an 8-K report detailing results of operations and financial condition. The filing also includes amendments
8-K Filing — 8-K · Jun 12, 2025
13F-HR Filing — 13F-HR · May 8, 2025
Univest Financial Corp. Q1 2025 10-Q Filing — 10-Q · Apr 29, 2025 Risk: low
Univest Financial Corp. filed its 10-Q for the period ending March 31, 2025. The filing details financial performance and operations for the first quarter of 20
Univest Financial Corp Files 8-K on Shareholder Votes — 8-K · Apr 28, 2025 Risk: low
Univest Financial Corporation filed an 8-K on April 28, 2025, reporting on matters submitted to a vote of security holders as of April 24, 2025. The filing deta
Univest Financial Corp Files 8-K on Financials — 8-K · Apr 24, 2025 Risk: low
On April 23, 2025, Univest Financial Corporation filed an 8-K report. The filing primarily concerns the company's results of operations and financial condition,
Univest Financial Corp Files 8-K — 8-K · Apr 16, 2025 Risk: low
On April 16, 2025, Univest Financial Corporation filed an 8-K report. The filing primarily concerns financial statements and exhibits, indicating routine corpor
Univest Financial Corp DEF 14A: Executive Compensation Details — DEF 14A · Mar 14, 2025 Risk: low
Univest Financial Corporation filed its DEF 14A on March 14, 2025, detailing executive compensation for the fiscal year ending December 31, 2024. The filing inc
10-K Filing — 10-K · Feb 24, 2025
13F-HR Filing — 13F-HR · Feb 12, 2025
Univest Financial Corp Files 8-K on Financials — 8-K · Jan 23, 2025 Risk: low
Univest Financial Corporation filed an 8-K on January 23, 2025, reporting on its results of operations and financial condition as of January 22, 2025. The filin
13F-HR Filing — 13F-HR · Nov 14, 2024
Univest Financial Corp Q3 2024 10-Q Filing — 10-Q · Oct 29, 2024 Risk: medium
Univest Financial Corporation filed its 10-Q for the period ending September 30, 2024. The filing covers the third quarter of 2024, detailing financial performa
Univest Financial Corp Files 8-K on Financials — 8-K · Oct 24, 2024 Risk: low
Univest Financial Corporation filed an 8-K on October 24, 2024, reporting on its results of operations and financial condition as of October 23, 2024. The filin
13F-HR Filing — 13F-HR · Aug 5, 2024
Univest Financial Corp Files Q2 2024 10-Q — 10-Q · Jul 30, 2024 Risk: low
Univest Financial Corporation filed its 10-Q for the period ending June 30, 2024. The filing covers the second quarter and the first six months of the fiscal ye
Univest Financial Completes Fox Chase Bancorp Acquisition — 8-K · Jul 29, 2024 Risk: medium
Univest Financial Corporation announced on July 29, 2024, that it has completed its previously announced acquisition of the outstanding common stock of Fox Chas
Univest Financial Corp. Reports Director Changes and Financial Updates — 8-K · Jul 25, 2024 Risk: medium
Univest Financial Corporation announced on July 24, 2024, the departure of Director John A. Robinson and the election of new Director Michael J. McHugh. The com
Univest Financial Corp Files 8-K — 8-K · Jun 10, 2024 Risk: low
On June 10, 2024, Univest Financial Corporation filed an 8-K report. The filing primarily concerns Regulation FD disclosures and financial statements/exhibits.
13F-HR Filing — 13F-HR · May 8, 2024
UNIVEST FINANCIAL Corp Files 10-Q for Q1 2024 — 10-Q · Apr 30, 2024 Risk:
UNIVEST FINANCIAL Corp (UVSP) filed a Quarterly Report (10-Q) with the SEC on April 30, 2024. Filing covers the period ending March 31, 2024. Includes financial
Univest Financial Corp Reports on Shareholder Vote — 8-K · Apr 26, 2024 Risk: low
Univest Financial Corporation filed an 8-K on April 26, 2024, reporting on matters submitted to a vote of its security holders on April 25, 2024. The filing per
Univest Financial Corp Files 8-K on Financials — 8-K · Apr 25, 2024 Risk: low
Univest Financial Corporation filed an 8-K on April 25, 2024, reporting on its results of operations and financial condition as of April 24, 2024. The filing in
Univest Financial Corp Files 8-K — 8-K · Apr 17, 2024 Risk: low
Univest Financial Corporation filed an 8-K on April 17, 2024, to report other events and financial statements. The filing details the company's principal execut
Univest Financial Corp DEF 14A: Executive Comp Details — DEF 14A · Mar 15, 2024 Risk: low
Univest Financial Corporation filed its DEF 14A on March 15, 2024, detailing executive compensation and corporate governance for the fiscal year ending December
Univest Financial Corp. Announces Director Changes — 8-K · Mar 11, 2024 Risk: low
Univest Financial Corporation announced on March 7, 2024, the departure of Director Robert L. Boyer and the election of new Director Michael J. Keefe. The compa
UNIVEST FINANCIAL Corp Files 2023 10-K — 10-K · Feb 26, 2024 Risk: low
UNIVEST FINANCIAL Corp (UVSP) filed a Annual Report (10-K) with the SEC on February 26, 2024. UNIVEST FINANCIAL Corp filed its 2023 10-K on February 26, 2024. T
UNIVEST FINANCIAL Files 8-K for Disclosure and Exhibits — 8-K · Feb 20, 2024 Risk: low
UNIVEST FINANCIAL Corp (UVSP) filed an 8-K on February 20, 2024, primarily for Regulation FD Disclosure and to include Financial Statements and Exhibits. The fi
SC 13G Filing — SC 13G · Feb 14, 2024
Vanguard Amends Univest Financial Stake, Maintains Passive Position — SC 13G/A · Feb 13, 2024 Risk: low
The Vanguard Group, a major investment firm, filed an amended SC 13G/A on February 13, 2024, indicating its ownership of Univest Financial Corp's common stock a
FMR LLC & Abigail Johnson Report 8.961% Stake in UNIVEST FINANCIAL — SC 13G/A · Feb 9, 2024 Risk: low
FMR LLC, a major investment firm, and its principal owner, Abigail P. Johnson, have updated their ownership stake in UNIVEST FINANCIAL Corp. As of February 9, 2
Dimensional Fund Advisors Exits Univest Financial Stake — SC 13G/A · Feb 9, 2024 Risk: medium
Dimensional Fund Advisors LP, a Delaware-based investment firm, filed an amended Schedule 13G/A on February 9, 2024, indicating a change in their ownership of U
UNIVEST FINANCIAL Reveals Major Tech Holdings in Q4 2023 13F — 13F-HR · Feb 6, 2024
UNIVEST FINANCIAL Corp, a Pennsylvania-based state commercial bank, filed its 13F-HR on February 6, 2024, detailing its holdings as of December 31, 2023. The fi
UNIVEST FINANCIAL Reports Q4 Results, Financial Condition — 8-K · Jan 25, 2024
UNIVEST FINANCIAL Corp filed an 8-K on January 25, 2024, reporting on its results of operations and financial condition as of January 24, 2024. This filing indi
BlackRock Cuts UNIVEST Financial Stake to 3.5% — SC 13G/A · Jan 23, 2024
BlackRock Inc. filed an amended SC 13G/A on January 23, 2024, disclosing its ownership in UNIVEST FINANCIAL Corp. As of December 31, 2023, BlackRock beneficiall

Risk Profile

Risk Assessment: Of UVSP's 30 recent filings, 0 were flagged as high-risk, 7 as medium-risk, and 23 as low-risk. The overall risk profile suggests relatively low risk with generally favorable filings.

Financial Highlights

Key financial metrics from Univest Financial CORP's most recent 10-Q filing (Oct 24, 2025):

Revenue: $131,676,000
Net Income: $25,640,000
EPS: $0.89
Debt-to-Equity: 0.82
Cash Position: $816,739,000
Operating Margin: N/A
Total Assets: $8,573,616,000
Total Debt: $341,357,000

Key Executives

John A. Robinson
Michael J. McHugh
Robert L. Boyer
Michael J. Keefe
Abigail P. Johnson

Industry Context

The banking industry is currently navigating a complex environment characterized by evolving interest rate policies, ongoing digital transformation, and heightened regulatory scrutiny. While net interest margins have shown resilience for some institutions due to rising rates, competitive pressures and the need for technological investment remain significant.

Top Tags

8-K (5) · financial-condition (4) · 10-Q (4) · financials (4) · institutional-ownership (4) · financial-results (3) · 8-k (3) · financial-statements (3) · quarterly-report (3) · amendment (3)

Key Numbers

Report Date: 20251210 — Date of the earliest event reported
Commission File Number: 0-7617 — SEC File Number for Univest Financial Corporation
EIN: 23-1886144 — Employer Identification Number
Net Income (Q3 2025): $25.64M — Increased 37.9% from $18.58M in Q3 2024
Net Income (9M 2025): $68.01M — Increased 19.3% from $56.99M in 9M 2024
Diluted EPS (Q3 2025): $0.89 — Increased from $0.63 in Q3 2024
Diluted EPS (9M 2025): $2.34 — Increased from $1.94 in 9M 2024
Total Assets (Sep 30, 2025): $8.57B — Increased from $8.13B at Dec 31, 2024
Net Interest Income (Q3 2025): $61.32M — Increased from $53.20M in Q3 2024
Net Interest Income (9M 2025): $177.65M — Increased from $155.70M in 9M 2024
Provision for Credit Losses (9M 2025): $8.52M — Increased from $3.55M in 9M 2024
Total Deposits (Sep 30, 2025): $7.22B — Increased from $6.76B at Dec 31, 2024
Common Shares Outstanding: 28,475,713 — As of October 23, 2025
Q2 2025 Net Income: $16.7M — Decreased from $18.2M in Q2 2024, indicating profitability pressure.
Q2 2025 Total Revenue: $65.3M — Slightly down from $66.1M in Q2 2024, showing revenue headwinds.

Forward-Looking Statements

{"claim":"FMR LLC will likely maintain a significant, but not controlling, stake in UNIVEST FINANCIAL Corp.","entity":"FMR LLC","targetDate":"12 months","confidence":"high"}
{"claim":"Other institutional investors may review their positions in Univest Financial Corp following Dimensional Fund Advisors LP's divestment.","entity":"Univest Financial Corp","targetDate":"Q1 2024","confidence":"medium"}

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Frequently Asked Questions

What are the latest SEC filings for Univest Financial CORP (UVSP)?

Univest Financial CORP has 44 recent SEC filings from Jan 2024 to Apr 2026, including 21 8-K, 8 13F-HR, 6 10-Q. Each filing includes an AI-generated plain-English summary.

What is the overall sentiment of UVSP filings?

Across 44 filings, the sentiment breakdown is: 1 bullish, 2 bearish, 40 neutral, 1 mixed. The dominant sentiment is neutral.

Where can I find Univest Financial CORP SEC filings explained simply?

ReadTheFiling provides AI-powered plain-English summaries of all Univest Financial CORP (UVSP) SEC filings, including 10-K annual reports, 10-Q quarterly reports, 8-K current reports, and insider trades.

What are the key financial highlights for Univest Financial CORP?

Key financial highlights from Univest Financial CORP's most recent 10-Q include metrics such as revenue, net income, EPS, and debt ratios. Visit the filing detail page for the full breakdown.

What is the investment thesis for UVSP?

The investment thesis for UVSP includes bull, base, and bear case scenarios derived from AI analysis of recent SEC filings.

Who are the key executives at Univest Financial CORP?

Key executives identified across Univest Financial CORP's filings include John A. Robinson, Michael J. McHugh, Robert L. Boyer, Michael J. Keefe, Abigail P. Johnson.

What are the main risk factors for Univest Financial CORP stock?

Of UVSP's 30 assessed filings, 0 were flagged high-risk, 7 medium-risk, and 23 low-risk.

What are recent predictions and forward guidance from Univest Financial CORP?

Recent forward-looking statements from Univest Financial CORP include guidance on {"claim":"FMR LLC will likely maintain a significant, but not controlling, stake in UNIVEST FINANCIAL Corp.","entity":"F and 1 other predictions.