UNIVEST FINANCIAL Corp (UVSP)
NASDAQ · Banking & Credit · State Commercial Banks
- Price
- $41.84
- Day
- -0.74%
- Market cap
- $1.15B
- P/E
- 11.7
Close 2026-09-22.
The company
General The Corporation is a Pennsylvania corporation, organized in 1973, and registered as a bank holding company pursuant to the Bank Holding Company Act of 1956. The Corporation owns all of the capital stock of Univest Bank and Trust Co. (the "Bank") and is the sole member of 1876 Double Eagle LLC. The consolidated financial statements include the accounts of the Corporation and its wholly owned subsidiaries, the Bank and 1876 Double Eagle LLC. The Corporation's and the Bank's headquarters are located at 14 North Main Street, Souderton, Pennsylvania 18964. At December 31, 2025, the Corporation had total assets of $8.4 billion, net loans and leases of $6.8 billion, total deposits of $7.1 billion and total shareholders' equity of $943.3 million. The Bank is a Pennsylvania state-chartered bank and trust company. As a state-chartered member bank of the Federal Reserve System, the Bank is regulated primarily by the Pennsylvania Department of Banking and Securities and the Federal Reserve Bank of Philadelphia. The Bank is engaged in domestic banking services for individuals, businesses, municipalities and non-profit organizations. Through its wholly-owned subsidiaries, the Bank provides a variety of financial services throughout its markets of operation.
From Item 1: General.
Institutional holders
Largest positions reported on Form 13F for the quarter ended 2026-06-30, by value.
- DIMENSIONAL FUND ADVISORS LP — $80.23M
- BlackRock, Inc. — $57.81M
- BlackRock, Inc. — $54.91M
- VANGUARD CAPITAL MANAGEMENT LLC — $51.96M
- STATE STREET CORP — $43.4M
- FMR LLC — $38.56M
- AMERICAN CENTURY COMPANIES INC — $37.02M
- PZENA INVESTMENT MANAGEMENT LLC — $36.51M
Insider trades
Open-market buys and sales filed on Form 4, newest first. Grants, option exercises and tax withholding are left out.
- PETRO THOMAS M (Director) sold 5,000 shares at $41.69 on 2026-08-24
- Turner Michael L. (Director) sold 8,000 shares at $43.03 on 2026-08-13
- Santana Megan D (Sr EVP & Chief Risk Officer) sold 2,787 shares at $40.83 on 2026-06-08
- Richardson Brian J (Sr EVP & CFO) sold 2,090 shares at $40.90 on 2026-06-08
- SCHWEITZER JEFFREY M (Chairman, President & CEO) sold 13,933 shares at $40.91 on 2026-06-08
- Keim Michael S (Senior EVP & COO) sold 7,245 shares at $38.71 on 2026-05-05
Recent filings
- 4 — 2026-08-24
- 4 — 2026-08-14
- 144 — 2026-08-13
- SCHEDULE 13G/A — 2026-08-06
- 10-Q — 2026-07-28
- 8-K — 2026-07-27
- 8-K — 2026-07-23
- 4 — 2026-06-09
- 4 — 2026-06-09
- 4 — 2026-06-09