UNIVEST FINANCIAL Corp.
- UVSP ยท Nasdaq
- State Commercial Banks
- Souderton, PA
- 960 employees
- CIK 0000102212
Updated from SEC filings through
Top things to know
Executives
-
Jeffrey M. Schweitzer Chairman, President & CEO 4, 2026-06-09 -
Brian J. Richardson Sr EVP & CFO 4, 2026-06-09 -
Megan D. Santana Sr EVP & Chief Risk Officer 4, 2026-06-09 - Eleni S. Monios EVP & Chief Credit Officer 4, 2026-03-17
- Patrick C. McCormick SEVP & Chief Comm Bank Officer 4, 2026-03-17
- Michael S. Keim Senior EVP & COO 4, 2026-05-07
UNIVEST FINANCIAL Corp is a U.S. public company in state commercial banks (SIC 6022), headquartered in Souderton, PA. It trades as UVSP on Nasdaq. Revenue was $328M in the fiscal year ending December 31, 2025, +9.6% from the year before. It reported about 960 employees. Jeffrey M. Schweitzer is Chairman, President & CEO.
Five-year financials
| Metric | FY2025 | FY2024 | FY2023 | FY2022 | FY2021 |
|---|---|---|---|---|---|
| Revenue | $328M 10-K, 2026-02-23 | $299M 10-K, 2026-02-23 | $297M 10-K, 2026-02-23 | $296M 10-K, 2025-02-24 | $0 10-K, 2022-02-25 |
| Operating income | Not on file | Not on file | Not on file | Not on file | Not on file |
| SG&A | Not on file | Not on file | Not on file | Not on file | Not on file |
| Net income | $90.8M 10-K, 2026-02-23 | $75.9M 10-K, 2026-02-23 | $71.1M 10-K, 2026-02-23 | $78.1M 10-K, 2025-02-24 | $91.8M 10-K, 2024-02-26 |
Annual figures from XBRL in each company's own filings. Click a figure to open the filing. SG&A marked derived is general and administrative plus selling and marketing.
Leadership and board
| Name | Title | Source |
|---|---|---|
| Jeffrey M. Schweitzer President and Chief Executive Officer at Univest Financial Corporation | Chairman, President & CEO | 4, 2026-06-09 |
| Brian J. Richardson Chief Financial Officer at Univest Financial Corporation | Sr EVP & CFO | 4, 2026-06-09 |
| Megan D. Santana | Sr EVP & Chief Risk Officer | 4, 2026-06-09 |
| Eleni S. Monios | EVP & Chief Credit Officer | 4, 2026-03-17 |
| Patrick C. McCormick | SEVP & Chief Comm Bank Officer | 4, 2026-03-17 |
| Michael S. Keim | Senior EVP & COO | 4, 2026-05-07 |
| Anne Vazquez | Board member (per proxy) bio: Director | DEF 14A, 2026-03-13 |
| Domenick A. Cama | Board member (per proxy) bio: Director | DEF 14A, 2026-03-13 |
| Joseph P. Beebe | Board member (per proxy) bio: Lead Independent Director of the Board | DEF 14A, 2026-03-13 |
| Natalye Paquin | Board member (per proxy) bio: Director | DEF 14A, 2026-03-13 |
| Robert C. Wonderling | Board member (per proxy) bio: Director | DEF 14A, 2026-03-13 |
What UNIVEST FINANCIAL Corp does
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 18964.3 million.
Item 1. Business, 10-K for the year ending December 31, 2025
Shares and governance
| Shares outstanding | 27.1 million (as of November 2, 2026) | 10-Q, November 3, 2026 |
|---|---|---|
| Public float | $853M (as of June 30, 2025) | 10-K, February 23, 2026 |
| Reportable segments | 3 (period ending September 30, 2026) | 10-Q, November 3, 2026 |
| Latest proxy statement | Meeting December 31, 2025 (filed March 13, 2026) | DEF 14A, March 13, 2026 |
| Auditor | Kpmg, LLP (Philadelphia, PA) | Latest 10-K |
Insider trades
Open-market buys and sales by officers and directors, from Forms 4 and 5. One row per filing.
| Date | Insider | Trade | Shares | Value | Source |
|---|---|---|---|---|---|
| August 24, 2026 | Thomas M. Petro Director | Sale | 5,000 | $208K | Form 4, August 24, 2026 |
| August 13, 2026 | Michael L. Turner Director | Sale | 8,000 | $344K | Form 4, August 14, 2026 |
| June 8, 2026 | Brian J. Richardson Sr EVP & CFO | Sale | 2,090 | $85K | Form 4, June 9, 2026 |
| June 8, 2026 | Megan D. Santana Sr EVP & Chief Risk Officer | Sale | 2,787 | $114K | Form 4, June 9, 2026 |
| June 8, 2026 | Jeffrey M. Schweitzer Chairman, President & CEO | Sale | 13,933 | $570K | Form 4, June 9, 2026 |
| May 5, 2026 | Michael S. Keim Senior EVP & COO | Sale | 7,245 | $280K | Form 4, May 7, 2026 |
| April 27, 2026 | Natalye Paquin Director | Sale | 13,000 | $491K | Form 4, April 27, 2026 |
| February 2, 2026 | Natalye Paquin Director | Buy | 580 | $20K | Form 4, February 3, 2026 |
Recent 8-K events
- 8-K filed 2026-10-29
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-07-27
- Item 7.01 Regulation FD disclosure
- 8-K filed 2026-07-23
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-04-24
- Item 5.07 Submission of matters to a vote of security holders
- 8-K filed 2026-04-23
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2026-04-02
- Item 8.01 Other events
- 8-K filed 2026-02-10
- Item 8.01 Other events
- 8-K filed 2026-01-29
- Item 2.02 Results of operations and financial condition (earnings release)
- 8-K filed 2025-12-10
- Item 8.01 Other events
- 8-K filed 2025-11-06
- Item 1.01 Entry into a material definitive agreement
- Item 2.03 Creation of a direct financial obligation
- Item 7.01 Regulation FD disclosure
- Item 8.01 Other events
Frequently asked questions about UNIVEST FINANCIAL Corp
- What does UNIVEST FINANCIAL Corp do?
- In its own words, from Item 1 of its 10-K: "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 18964.3 million."
- What is UNIVEST FINANCIAL Corp's revenue?
- $328M for the fiscal year ending December 31, 2025, from its 10-K filed February 23, 2026.
- Is UNIVEST FINANCIAL Corp profitable?
- UNIVEST FINANCIAL Corp reported net income of $90.8M for the fiscal year ending December 31, 2025.
- How many employees does UNIVEST FINANCIAL Corp have?
- About 960 as of December 31, 2025, as stated in its annual report.
- Who is the CEO of UNIVEST FINANCIAL Corp?
- Jeffrey M. Schweitzer, Chairman, President & CEO, as named in a 4 filed June 9, 2026.
- Who is the CFO of UNIVEST FINANCIAL Corp?
- Brian J. Richardson, Sr EVP & CFO, as named in a 4 filed June 9, 2026.
- Where is UNIVEST FINANCIAL Corp headquartered?
- Souderton, PA.
- What is UNIVEST FINANCIAL Corp's stock ticker?
- UVSP on Nasdaq.
- What industry is UNIVEST FINANCIAL Corp in?
- State Commercial Banks, SIC code 6022.
- What is UNIVEST FINANCIAL Corp's website?
- univest.net.
- When does UNIVEST FINANCIAL Corp report earnings next?
- February 4, 2027. Source: estimate_8k_pattern.
- Is UNIVEST FINANCIAL Corp a public company?
- Yes. UNIVEST FINANCIAL Corp files with the SEC under CIK 0000102212 and trades as UVSP.
- Who audits UNIVEST FINANCIAL Corp?
- Kpmg, LLP, Philadelphia, PA, as named in its latest annual report (10-K).
- How many shares of UNIVEST FINANCIAL Corp are outstanding?
- 27.1 million shares as of November 2, 2026, from its 10-Q filed November 3, 2026.
- What is UNIVEST FINANCIAL Corp's public float?
- $853M as of June 30, 2025, as reported on the cover of its 10-K filed February 23, 2026.
- How many business segments does UNIVEST FINANCIAL Corp report?
- 3 reportable segments for the period ending September 30, 2026, from its 10-Q filed November 3, 2026.
- When is UNIVEST FINANCIAL Corp's annual shareholder meeting?
- December 31, 2025, per its proxy statement (DEF 14A) filed March 13, 2026.
- Have UNIVEST FINANCIAL Corp insiders traded stock recently?
- Since August 4, 2025, officers and directors reported 12 open-market sales worth about $3.2M and 3 purchases worth about $59K on Forms 4 and 5. The most recent: Thomas M. Petro (Director) sold 5,000 shares on August 24, 2026.