Security
Univest Financial Corporation Common Stock · UVSP
UVSPNASDAQCommon stockCurrentCIK 102212Updated Oct 30, 2026
Name history
UNIVEST CORP OF PENNSYLVANIA · through Dec 13, 2018
UVSP price & chart
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NASDAQ:UVSP on TradingView ↗About the company
Univest Financial Corporation (UVSP), including its wholly-owned subsidiary Univest Bank and Trust Co., Member FDIC, has approximately $8.6 billion in assets and $5.7 billion in assets under management and supervision through its Wealth Management lines of business at September 30, 2025. Headquartered in Souderton, Pa. and founded in 1876, the Corporation and its subsidiaries provide a full range of financial solutions for individuals, businesses, municipalities and nonprofit organizations primarily in the Mid-Atlantic Region. Univest delivers these services through a network of more than 50 offices and online at www.univest.net.
In the news
Univest Financial Corporation to Hold Second Quarter 2026 Earnings Call ↗
Seeking Alpha
Univest Financial Corporation (UVSP) Q3 2026 Earnings Call Transcript ↗
Univest Financial declares $0.23 dividend ↗
Univest Financial Corp.: Strong Net Interest Income ↗
SEC disclosures
UNIVEST FINANCIAL Corp files 8-K: Material Event ↗
Recent filings
10-Q filing
Results of Operations and Financial Condition
Items 2.02, 9.01
144 filing
13F-HR filing
SCHEDULE 13G/A - filed by FMR LLC regarding UNIVEST FINANCIAL Corp
Show 5 more recent filings
N-PX filing
10-Q filing
Regulation FD Disclosure
Items 7.01, 9.01
Results of Operations and Financial Condition
Items 2.02, 9.01
144 filing
Financials
FY 2025 · USDSource
Source
Source
Source
balance sheet · annual statements
| Line item | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q2 2024 | Q1 2026 | Q1 2025 | Q1 2024 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| ASSETS | ||||||||||||
| AssetsUSD | 8,573,616,000Source | 8,205,737,000Source | 8,202,992,000Source | 7,939,056,000Source | 7,855,446,000Source | 8,141,582,000Source | 7,975,167,000Source | 7,746,568,000Source | 8,436,897,000Source | 8,128,417,000Source | 7,780,628,000Source | 7,222,016,000Source |
| Property, Plant and Equipment, NetUSD | 46,245,000Source | 47,411,000Source | 44,373,000Source | 47,140,000Source | 48,174,000Source | 44,774,000Source | 47,175,000Source | 48,739,000Source | 45,554,000Source | 46,671,000Source | 51,441,000Source | 50,939,000Source |
| GoodwillUSD | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source |
| Operating Lease, Right-of-Use AssetUSD | 26,536,000Source | 29,260,000Source | 24,267,000Source | 27,278,000Source | 29,985,000Source | 25,032,000Source | 27,182,000Source | 30,702,000Source | 25,795,000Source | 28,531,000Source | 31,795,000Source | 30,059,000Source |
| LIABILITIES AND EQUITY | ||||||||||||
| LiabilitiesUSD | 7,640,397,000Source | 7,328,666,000Source | 7,248,739,000Source | 7,022,323,000Source | 7,001,309,000Source | 7,189,632,000Source | 7,071,695,000Source | 6,902,899,000Source | 7,493,579,000Source | 7,241,116,000Source | 6,941,420,000Source | 6,445,516,000Source |
| Stockholders’ equity: | ||||||||||||
| Common Stock, Value, IssuedUSD | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source | 157,784,000Source |
| Retained Earnings (Accumulated Deficit)USD | 574,715,000Source | 512,938,000Source | 628,327,000Source | 555,403,000Source | 500,482,000Source | 611,771,000Source | 541,776,000Source | 488,790,000Source | 591,202,000Source | 525,780,000Source | 474,691,000Source | 428,637,000Source |
| Accumulated Other Comprehensive Income (Loss), Net of TaxUSD | -31,636,000Source | -41,623,000Source | -26,728,000Source | -34,969,000Source | -54,124,000Source | -25,951,000Source | -37,922,000Source | -54,740,000Source | -25,467,000Source | -43,992,000Source | -50,646,000Source | -62,104,000Source |
| Stockholders' Equity Attributable to ParentUSD | 933,219,000Source | 877,071,000Source | 954,253,000Source | 916,733,000Source | 854,137,000Source | 951,950,000Source | 903,472,000Source | 843,669,000Source | 943,318,000Source | 887,301,000Source | 839,208,000Source | 776,500,000Source |
| Additional Paid in Capital, Common StockUSD | 302,696,000Source | 301,262,000Source | 302,549,000Source | 301,640,000Source | 300,166,000Source | 301,154,000Source | 300,634,000Source | 298,914,000Source | 304,021,000Source | 302,829,000Source | 301,066,000Source | 300,808,000Source |
| Liabilities and EquityUSD | 8,573,616,000Source | 8,205,737,000Source | 8,202,992,000Source | 7,939,056,000Source | 7,855,446,000Source | 8,141,582,000Source | 7,975,167,000Source | 7,746,568,000Source | 8,436,897,000Source | 8,128,417,000Source | 7,780,628,000Source | 7,222,016,000Source |
cash flow · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash flows from operating activities: | ||||||||||||
| Adjustments to reconcile net income to net cash provided by operating activities: | ||||||||||||
| Share-based Payment Arrangement, Noncash ExpenseUSD | — | — | — | — | — | — | 1,238,000Source | 1,067,000Source | 4,690,000Source | 4,615,000Source | 4,194,000Source | 4,120,000Source |
| Deferred Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 508,000Source | -1,271,000Source | -710,000Source | -545,000Source |
| Net Cash Provided by (Used in) Operating ActivitiesUSD | — | — | — | — | — | — | 22,134,000Source | 15,603,000Source | 101,512,000Source | 75,106,000Source | 89,741,000Source | 109,455,000Source |
| Cash flows from investing activities: | ||||||||||||
| Payments to Acquire Businesses, Net of Cash AcquiredUSD | — | — | — | — | — | — | — | — | — | — | 0Source | 0Source |
| Net Cash Provided by (Used in) Investing ActivitiesUSD | — | — | — | — | — | — | -37,131,000Source | -3,100,000Source | -83,682,000Source | -259,741,000Source | -454,436,000Source | -897,612,000Source |
| Payments for (Proceeds from) Other Investing ActivitiesUSD | — | — | 501,000Source | 610,000Source | 1,066,000Source | 1,122,000Source | 569,000Source | 1,865,000Source | 4,174,000Source | 737,000Source | — | — |
| Cash flows from financing activities: | ||||||||||||
| Payment, Tax Withholding, Share-based Payment ArrangementUSD | — | — | — | — | — | — | 1,873,000Source | 1,575,000Source | 1,611,000Source | 873,000Source | 1,232,000Source | 903,000Source |
| Payments for Repurchase of Common StockUSD | — | — | — | — | — | — | 11,894,000Source | 6,544,000Source | 34,625,000Source | 18,882,000Source | 462,000Source | 11,381,000Source |
| Net Cash Provided by (Used in) Financing ActivitiesUSD | — | — | — | — | — | — | -316,358,000Source | -172,213,000Source | 207,038,000Source | 263,680,000Source | 461,695,000Source | 50,806,000Source |
| Payments of Ordinary Dividends, Common StockUSD | — | — | — | — | — | — | 6,523,000Source | 6,399,000Source | 25,334,000Source | 24,842,000Source | 25,050,000Source | 24,607,000Source |
| Cash, Cash Equivalents, Restricted Cash and Restricted Cash EquivalentsUSD | — | — | 816,739,000Source | 504,700,000Source | 195,325,000Source | 160,365,000Source | 222,357,000Source | 169,134,000Source | 553,712,000Source | 328,844,000Source | 249,799,000Source | 152,799,000Source |
| Supplemental disclosure of cash flow information: | ||||||||||||
| Interest Paid, Excluding Capitalized Interest, Operating ActivitiesUSD | — | — | — | — | — | — | 42,554,000Source | 49,547,000Source | 200,413,000Source | 191,513,000Source | 139,600,000Source | 32,668,000Source |
| Income Taxes Paid, NetUSD | — | — | — | — | — | — | — | 70,000Source | 21,134,000Source | 20,704,000Source | 16,784,000Source | 11,859,000Source |
| Additional Financial Items | ||||||||||||
| Share-based Payment Arrangement, ExpenseUSD | — | — | — | — | — | — | 1,262,000Source | 1,093,000Source | 4,780,000Source | 4,706,000Source | 4,298,000Source | 4,220,000Source |
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 469,000Source | 648,000Source | 845,000Source | 1,200,000Source |
| AssetAcquisitionContingentConsiderationLiabilityUSD | — | — | — | — | — | — | — | — | 0Source | 635,000Source | 1,224,000Source | 1,765,000Source |
| Bank Owned Life Insurance IncomeUSD | — | — | 1,908,000Source | 921,000Source | 1,698,000Source | 1,012,000Source | 1,332,000Source | 1,959,000Source | 5,849,000Source | 3,861,000Source | 3,185,000Source | 3,787,000Source |
| Debt and Equity Securities, Gain (Loss)USD | — | — | 0Source | 18,000Source | 11,000Source | 0Source | — | — | 0Source | 18,000Source | 0Source | 30,000Source |
| Depreciation, NonproductionUSD | — | — | — | — | — | — | 1,358,000Source | 1,351,000Source | 5,505,000Source | 5,473,000Source | 5,057,000Source | 4,465,000Source |
| Equipment ExpenseUSD | — | — | 1,076,000Source | 1,107,000Source | 1,122,000Source | 1,043,000Source | 1,079,000Source | 1,122,000Source | 4,293,000Source | 4,453,000Source | 4,132,000Source | 3,904,000Source |
| Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual AmountUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | — | — |
| GoodwillUSD | — | — | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source | 175,510,000Source |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | 0Source | 0Source |
| Income Tax Expense (Benefit)USD | — | — | 6,422,000Source | 4,810,000Source | 5,605,000Source | 5,038,000Source | 6,389,000Source | 5,162,000Source | 22,593,000Source | 19,369,000Source | 17,585,000Source | 19,090,000Source |
| Net Income (Loss) Attributable to ParentUSD | — | — | 25,639,000Source | 18,578,000Source | 22,953,000Source | 19,978,000Source | 27,092,000Source | 22,395,000Source | 90,757,000Source | 75,931,000Source | 71,104,000Source | 78,120,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 25,639,000Source | 18,578,000Source | 22,953,000Source | 19,978,000Source | 27,092,000Source | 22,395,000Source | 90,757,000Source | — | — | — |
| Other Interest and Dividend IncomeUSD | — | — | 736,000Source | 742,000Source | 625,000Source | 671,000Source | 704,000Source | 687,000Source | 2,848,000Source | 2,912,000Source | 2,869,000Source | 1,627,000Source |
| Proceeds from Maturities, Prepayments and Calls of Debt Securities, Available-for-saleUSD | — | — | — | — | — | — | 17,170,000Source | 11,429,000Source | 54,821,000Source | 55,873,000Source | 30,738,000Source | 31,600,000Source |
| Proceeds from Stock Options ExercisedUSD | — | — | — | — | — | — | 212,000Source | 280,000Source | 1,448,000Source | 3,195,000Source | 115,000Source | 698,000Source |
| Provision for Loan, Lease, and Other LossesUSD | — | — | 517,000Source | 1,414,000Source | 2,672,000Source | 5,694,000Source | 1,303,000Source | 2,311,000Source | 11,667,000Source | 5,933,000Source | 10,770,000Source | 12,198,000Source |
| Financing Receivable, Credit Loss, Expense (Reversal)USD | — | — | 18,000Source | 1,116,000Source | 2,999,000Source | 7,006,000Source | 1,998,000Source | 2,385,000Source | 12,192,000Source | 5,506,000Source | — | — |
income statement · annual statements
| Line item | Q4 2025 | Q4 2024 | Q3 2025 | Q3 2024 | Q2 2026 | Q2 2025 | Q1 2026 | Q1 2025 | FY 2025 | FY 2024 | FY 2023 | FY 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Total RevenueUSD | — | — | 83,247,000Source | 73,354,000Source | 84,354,000Source | 81,042,000Source | 87,453,000Source | 79,196,000Source | 328,056,000Source | 299,225,000Source | — | — |
| Income (Loss) from Continuing Operations before Income Taxes, Noncontrolling InterestUSD | — | — | 32,061,000Source | 23,388,000Source | 28,558,000Source | 25,016,000Source | 33,481,000Source | 27,557,000Source | 113,350,000Source | 95,300,000Source | 88,689,000Source | 97,210,000Source |
| Income Tax Expense (Benefit)USD | — | — | 6,422,000Source | 4,810,000Source | 5,605,000Source | 5,038,000Source | 6,389,000Source | 5,162,000Source | 22,593,000Source | 19,369,000Source | 17,585,000Source | 19,090,000Source |
| Net Income (Loss) Attributable to Noncontrolling InterestUSD | — | — | 25,639,000Source | 18,578,000Source | 22,953,000Source | 19,978,000Source | 27,092,000Source | 22,395,000Source | 90,757,000Source | — | — | — |
| Net Income (Loss) Attributable to ParentUSD | — | — | 25,639,000Source | 18,578,000Source | 22,953,000Source | 19,978,000Source | 27,092,000Source | 22,395,000Source | 90,757,000Source | 75,931,000Source | 71,104,000Source | 78,120,000Source |
| Earnings Per Share, BasicUSD per share | — | — | 0.89Source | 0.64Source | 0.83Source | 0.69Source | 0.97Source | 0.77Source | 3.16Source | 2.6Source | 2.42Source | 2.66Source |
| Earnings Per Share, DilutedUSD per share | — | — | 0.89Source | 0.63Source | 0.82Source | 0.69Source | 0.96Source | 0.77Source | 3.13Source | 2.58Source | 2.41Source | 2.64Source |
| Weighted Average Number of Shares Outstanding, Basicshares | — | — | — | — | — | — | — | — | — | — | 29,433,000Source | 29,393,000Source |
| Weighted Average Number of Shares Outstanding, Dilutedshares | — | — | 28,960,000Source | 29,346,000Source | 27,964,000Source | 29,047,000Source | 28,309,000Source | 29,271,000Source | 28,977,000Source | 29,401,000Source | 29,533,000Source | 29,551,000Source |
| Additional Financial Items | ||||||||||||
| Amortization of Intangible AssetsUSD | — | — | — | — | — | — | — | — | 469,000Source | 648,000Source | 845,000Source | 1,200,000Source |
| Bank Owned Life Insurance IncomeUSD | — | — | 1,908,000Source | 921,000Source | 1,698,000Source | 1,012,000Source | 1,332,000Source | 1,959,000Source | 5,849,000Source | 3,861,000Source | 3,185,000Source | 3,787,000Source |
| Common Stock, Dividends, Per Share, DeclaredUSD per share | — | — | 0.22Source | 0.21Source | 0.23Source | 0.22Source | 0.22Source | 0.21Source | 0.87Source | 0.84Source | 0.84Source | 0.83Source |
| Current Income Tax Expense (Benefit)USD | — | — | — | — | — | — | — | — | 22,085,000Source | — | — | — |
| Debt and Equity Securities, Gain (Loss)USD | — | — | 0Source | 18,000Source | 11,000Source | 0Source | — | — | 0Source | 18,000Source | 0Source | 30,000Source |
| Equipment ExpenseUSD | — | — | 1,076,000Source | 1,107,000Source | 1,122,000Source | 1,043,000Source | 1,079,000Source | 1,122,000Source | 4,293,000Source | 4,453,000Source | 4,132,000Source | 3,904,000Source |
| Equity Securities without Readily Determinable Fair Value, Impairment Loss, Annual AmountUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | — | — |
| Goodwill, Impairment LossUSD | — | — | — | — | — | — | — | — | 0Source | 0Source | 0Source | 0Source |
| Interest ExpenseUSD | — | — | — | — | — | — | — | — | — | — | 151,733,000Source | 33,896,000Source |
| InterestExpenseOperatingUSD | — | — | 48,324,000Source | 53,234,000Source | 41,881,000Source | 46,165,000Source | 42,986,000Source | 46,635,000Source | 190,291,000Source | 201,185,000Source | — | — |
| Interest Income (Expense), NetUSD | — | — | 61,324,000Source | 53,204,000Source | 66,248,000Source | 59,541,000Source | 63,365,000Source | 56,781,000Source | 240,195,000Source | 211,170,000Source | 219,997,000Source | 218,297,000Source |
| Labor and Related ExpenseUSD | — | — | 31,652,000Source | 30,702,000Source | 33,208,000Source | 31,536,000Source | 33,459,000Source | 30,826,000Source | 127,023,000Source | 123,745,000Source | 120,188,000Source | 115,806,000Source |
| Marketing and Advertising ExpenseUSD | — | — | 323,000Source | 490,000Source | 988,000Source | 498,000Source | 634,000Source | 353,000Source | 1,653,000Source | 2,173,000Source | 2,180,000Source | 2,462,000Source |
| Other Interest and Dividend IncomeUSD | — | — | 736,000Source | 742,000Source | 625,000Source | 671,000Source | 704,000Source | 687,000Source | 2,848,000Source | 2,912,000Source | 2,869,000Source | 1,627,000Source |
| Reclassification from AOCI, Current Period, before Tax, Attributable to ParentUSD | — | — | — | — | — | — | — | — | — | -3,747,000Source | -5,593,000Source | 521,000Source |
Offerings
Registration 333-292296
Filing attachments
d20130dex991.htm · S-4 · 2025-12-19
EX-99.1 5 d20130dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 LETTER OF TRANSMITTAL to Tender for Exchange 6.00% Fixed-to-Floating Rate Subordinated Notes due 2035 of UNIVEST FINANCIAL CORPORATION Pursuant to the Prospectus Dated [•], 2025 THE EXCHANGE OFFER DESCRIBED HEREIN WILL EXPIRE AT 5:00 P.M., EASTERN TIME, ON [•], 2026, UNLESS EXTENDED (THE “EXPIRATION DATE”). TENDERS MAY BE WITHDRAWN BEFORE 5:00 P.M., EASTERN TIME, ON THE EXPIRATION DATE. The Exchange Agent for the Exchange Offer…
Read attachment ↗d64897dex41.htm · 8-K · 2025-11-06
EX-4.1 2 d64897dex41.htm EX-4.1 EX-4.1 Exhibit 4.1 UNIVEST FINANCIAL CORPORATION As Issuer, and UMB BANK, N.A. As Trustee, Paying Agent and Registrar INDENTURE Dated as of November 6, 2025 6.00% Fixed-to-Floating Rate Subordinated Notes due 2035 TABLE OF CONTENTS ARTICLE I DEFINITIONS AND INCORPORATION BY REFERENCE 1 1.01 Definitions …
Read attachment ↗d64897dex991.htm · 8-K · 2025-11-06
EX-99.1 5 d64897dex991.htm EX-99.1 EX-99.1 Exhibit 99.1 CONTACT: Brian J. Richardson UNIVEST FINANCIAL CORPORATION Chief Financial Officer 215-721-2446, richardsonb@univest.net FOR IMMEDIATE RELEASE UNIVEST FINANCIAL CORPORATION ANNOUNCES COMPLETION OF $50.0 MILLION SUBORDINATED DEBT OFFERING SOUDERTON, PA, November 6, 2025 - Univest Financial Corporation (the “Corporation”) (NASDAQ: UVSP), parent company of Univest Bank and Trust …
Read attachment ↗d64897dex992.htm · 8-K · 2025-11-06
EX-99.2 6 d64897dex992.htm EX-99.2 EX-99.2 Exhibit 99.2 Subordinated Notes Investor Presentation October 2025 Confidentiality Notice and Disclaimers This presentation has been prepared solely for informational purposes from information supplied by or on behalf of Univest Financial Corporation (“UVSP”) and its subsidiaries (collectively, the “Company,” “we,” “our” or “us”) and is confidential and does not constitute or form part of any offer to sell, or a solicitation of an offer to purchas…
Read attachment ↗