UVSP on Nasdaq

UNIVEST FINANCIAL Corp

American state commercial bank based in Philadelphia, active since 1973.

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Last updated Oct 18, 2026.

Overview

Compare with FARMERS NATIONAL BANC CORP /OH/, Wintrust Financial or Republic Bank & Trust Company, or pick any stock.

  • TickerUVSP on Nasdaq
  • IndustryState Commercial Banks
  • HeadquartersPhiladelphia, United States
  • Incorporated inPA2
  • Business address14 North Main Street, Po Box 197, Souderton, Pa 189642
  • Filer categoryLarge accelerated filer2

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Financials

From the company’s reports to the SEC. Every number links to the filing it came from.

Key numbers, fiscal 2025

27.7%Net margin3
9.6%Revenue growth, 20253
9.6%Return on equity3

What sells

Revenue by product, business segment and region, as the company reports it to the SEC.

Products and services

Investment Advice brought in 44% of the revenue UNIVEST FINANCIAL Corp broke down this way in fiscal 2025.

  1. Investment Advice$22.8M344%up 8% from 2024
  2. Financial Service, Other$10.9M321%down 26% from 2024
  3. Deposit Account$9.0M317%up 11% from 2024
  4. Fiduciary and Trust$8.9M317%up 4% from 2024
Products and services by year
Products and services202320242025
Investment Advice$18.9M$21.2M$22.8M
Financial Service, Other$12.4M$14.7M$10.9M
Deposit Account$7.0M$8.1M$9.0M
Fiduciary and Trust$7.7M$8.5M$8.9M

Business segments

Banking1 brought in 84% of the revenue UNIVEST FINANCIAL Corp broke down this way in fiscal 2025.

  1. Banking1$282.8M384%up 11% from 2024
  2. Wealth Management$32.0M39%up 7% from 2024
  3. Insurance$22.5M37%up 0% from 2024
Business segments by year
Business segments202320242025
Banking1$257.4M$255.7M$282.8M
Wealth Management$26.9M$30.0M$32.0M
Insurance$21.5M$22.5M$22.5M

Where the money goes

Where each dollar of revenue went, fiscal 2025

  • Other costs65¢$214.7M
  • Income tax7¢$22.6M
  • Profit28¢$90.8M

Out of $328.1M in revenue.3

Where each dollar of operating cash went, fiscal 2025

  • Dividends paid25¢$25.3M
  • Share buybacks34¢$34.6M
  • Kept or used elsewhere41¢$41.6M

Out of $101.5M of cash from operations.3

Financial statements

Revenue453$328.1M in 2025
0$100.0M$200.0M$300.0M$400.0M2019: $0$020192020: $0$020202021: $0$020212022: $296.2M$296.2M20222023: $296.8M$296.8M2023+0%2024: $299.2M$299.2M2024+1%2025: $328.1M$328.1M2025+10%
Net income46753$90.8M in 2025+38% since 2019
0$25.0M$50.0M$75.0M$100.0M2019: $65.7M$65.7M20192020: $46.9M$46.9M2020−29%2021: $91.8M$91.8M2021+96%2022: $78.1M$78.1M2022−15%2023: $71.1M$71.1M2023−9%2024: $75.9M$75.9M2024+7%2025: $90.8M$90.8M2025+20%

Every line of the income statement as filed: the last 3 fiscal years, latest first.3

Period ending2025-12-312024-12-312023-12-31
Interest and fees on loans and leases$397.8M$383.3M$347.9M
Taxable$15.9M$14.9M$14.2M
Exempt from federal income taxes$4.0K$33.0K$58.0K
Interest on deposits with other banks$13.9M$11.2M$6.7M
Interest and dividends on other earning assets$2.8M$2.9M$2.9M
Total interest income$430.5M$412.4M$371.7M
Interest on demand deposits$106.2M$113.1M$87.8M
Interest on savings deposits$4.0M$3.5M$3.2M
Interest on time deposits$61.8M$64.3M$35.0M
Interest on short-term borrowings$19.0K$249.0K$7.1M
Interest on long-term debt and subordinated notes$18.3M$20.1M$18.6M
Total interest expense$190.3M$201.2M$151.7M
Net interest income (expense)$240.2M$211.2M$220.0M
Provision for credit losses$11.7M$5.9M$10.8M
Net interest income after provision for credit losses$228.5M$205.2M$209.2M
Insurance commission and fee income$22.4M$22.3M$21.0M
Bank owned life insurance income$5.8M$3.9M$3.2M
Net gain on sales of investment securities$0$18.0K$0
Net gain on mortgage banking activities$3.4M$5.3M$3.7M
Other income$4.6M$4.0M$2.9M
Total noninterest income$87.9M$88.1M$76.8M
Salaries, benefits and commissions$127.0M$123.7M$120.2M
Net occupancy$11.1M$11.0M$10.7M
Equipment$4.3M$4.5M$4.1M
Data processing$17.4M$17.0M$16.8M
Professional fees$7.2M$6.4M$7.1M
Marketing and advertising$1.7M$2.2M$2.2M
Deposit insurance premiums$4.5M$4.4M$4.8M
Intangible expenses$469.0K$694.0K$938.0K
Restructuring charges$0$0$1.5M
Other expense$29.3M$28.1M$29.0M
Total noninterest expense$203.0M$198.0M$197.4M
Income before income taxes$113.3M$95.3M$88.7M
Income tax expense$22.6M$19.4M$17.6M
Net income$90.8M$75.9M$71.1M
Basic (in dollars per share)$3.16$2.60$2.42
Diluted (in dollars per share)$3.13$2.58$2.41

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Leadership

Who has led UNIVEST FINANCIAL Corp, and when. Pick a name to see everywhere that person has worked.

Chief executive

  1. William S. Aichele2006–2014
  2. Jeffrey M. Schweitzer2014–now

Chair

  1. William S. Aichele2006–2014
  2. Jeffrey M. Schweitzer2024–now

President

  1. Jeffrey M. Schweitzer2013–2015
  2. Jay R. Goldstein2015–2016

Chief financial officer

  1. Wallace H. Bieler2006–2008
  2. Jeffrey M. Schweitzer2007–2012
  3. Michael S. Keim2013–2016
  4. Roger S. Deacon2016–2019

Chief operating officer

  1. Jeffrey M. Schweitzer2013–2014
  2. Michael S. Keim2022–now
2010201520202025
Board members and other officers (42)

Former names

  • UNIVEST CORP OF PENNSYLVANIAMay 10, 1994 to Dec 13, 20182

Timeline

  1. Feb 4, 2014New chief executive Jeffrey M. Schweitzer becomes CEO12
  2. Jan 12, 2006New chief executive William S. Aichele becomes CEO13
  3. Jan 3, 1973Founded UNIVEST FINANCIAL Corp is founded64

Filings

391 filings to the SEC since October 2021: 5 annual reports, 15 quarterly reports, 56 major events, 226 insider forms, 20 large holders, 69 other. The latest 20:

  1. Aug 24, 20264 EDGAR
  2. Aug 14, 20264 EDGAR
  3. Aug 13, 2026144 EDGAR
  4. Aug 7, 202613F-HR EDGAR
  5. Aug 6, 2026SCHEDULE 13G/A EDGAR
  6. Aug 3, 2026N-PX EDGAR
  7. Jul 28, 202610-Q EDGAR
  8. Jul 27, 20268-K EDGAR
  9. Jul 23, 20268-K EDGAR
  10. Jun 9, 20264 EDGAR
  11. Jun 9, 20264 EDGAR
  12. Jun 9, 20264 EDGAR
  13. Jun 8, 2026144 EDGAR
  14. Jun 8, 2026144 EDGAR
  15. Jun 8, 2026144 EDGAR
  16. May 7, 20264 EDGAR
  17. May 6, 2026SCHEDULE 13G/A EDGAR
  18. May 5, 2026144 EDGAR
  19. May 1, 202613F-HR EDGAR
  20. Apr 30, 2026SCHEDULE 13G EDGAR

The 391 filings since October 2021 can be filtered by form type and year here when JavaScript is on.

Every filing from the last three years, summarized. The full record is on SEC EDGAR.

Insider trades and holders

Large holders

Investors who own more than 5% must tell the SEC: a 13D if they may seek to influence the company, a 13G if they hold passively. 20 such filings since October 2021, the latest 10:

  1. Aug 6, 2026SCHEDULE 13G/A
  2. May 6, 2026SCHEDULE 13G/A
  3. Apr 30, 2026SCHEDULE 13G
  4. Mar 27, 2026SCHEDULE 13G/A
  5. Feb 14, 2024SC 13G
  6. Feb 13, 2024SC 13G/A
  7. Feb 9, 2024SC 13G/A
  8. Feb 9, 2024SC 13G/A
  9. Jan 23, 2024SC 13G/A
  10. Feb 10, 2023SC 13G/A

From Forms 4 and Schedules 13D and 13G filed with the SEC.

Held by these funds

The largest holders among investment managers' 13F reports for the quarter ending Jun 30, 2026, the top 25 of 100. Change is in shares since the quarter before.

FundSharesValueShare of the fundChange
BlackRock, Inc.3,417,251$149.5M0.0%+306,159
Dimensional Fund Advisors LP1,896,670$83.0M0.0%+10,435
Fmr LLC1,570,525$68.7M0.0%−331,799
Vanguard Capital Management LLC1,187,660$52.0M0.0%−29,683
State Street Corp991,985$43.4M0.0%+58,299
American Century Companies Inc846,282$37.0M0.0%+88,280
Pzena Investment Management LLC834,628$36.5M0.1%−7,797
Geode Capital Management, LLC823,655$36.0M0.0%+32,711
Manufacturers Life Insurance Company, The764,026$33.4M0.0%−331,529
Assenagon Asset Management S.A.716,366$31.3M0.0%+458,963
Renaissance Technologies LLC515,789$22.6M0.0%−67,945
UNIVEST FINANCIAL Corp503,433$22.0M1.1%+1,682
Aqr Capital Management LLC435,006$19.0M0.0%+84,068
Two Sigma Investments, LP424,252$18.6M0.0%+104,449
Arrowstreet Capital, Limited Partnership351,281$15.4M0.0%+4,388
Leeward Investments, LLC - MA321,438$14.1M0.6%−7,026
Vanguard Portfolio Management LLC317,908$13.9M0.0%+39,417
Northern Trust Corp307,272$13.4M0.0%+10,454
Sei Investments Co290,405$12.7M0.0%+18,633
Goldman Sachs Group Inc281,615$12.3M0.0%−77,095
Nuveen, LLC272,915$11.9M0.0%+121,433
Hotchkis & Wiley Capital Management LLC267,169$11.7M0.0%−33,570
Morgan Stanley250,739$11.0M0.0%−1,370
Bridgeway Capital Management, LLC239,352$10.5M0.2%+8,451
Charles Schwab Investment Management Inc236,309$10.3M0.0%+2,615

13F reports cover disclosed long positions in U.S. stocks only.

Members of Congress who traded it

1 trades disclosed by members of Congress. “Vs S&P since” is the stock’s change since the trade minus the S&P 500’s.

DateMemberTradeAmountVs S&P sinceFiling
May 12, 2025Jefferson ShreveRepublican, HouseSale$15,001 - $50,000+0.2%Report

Members report amounts as ranges, not exact figures. Returns are price-only (no dividends).

Sources

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