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Companies / Financials / UNIVEST FINANCIAL Corp
UVSP

UNIVEST FINANCIAL Corp

FinancialsBanks & Brokers
Ticker UVSPSOUDERTON, PAFiscal year ends DecemberBook value per share $33.89Diluted shares 28.0M

Univest Financial Corporation (Nasdaq: UVSP) is a Pennsylvania bank holding company whose principal subsidiary, Univest Bank and Trust Co., provides domestic banking services to individuals, businesses, municipalities and nonprofit organizations. Its offerings include loans, deposits and other banking services,… From the company’s description.

Over the twelve months to Sep 30, 2026, UNIVEST FINANCIAL Corp reported revenue of $346.41M, up 8.2% from a year earlier, and net income of $94.36M. Its pre-tax margin was 34.0%. In fiscal 2025, it reported revenue of $328.06M, up 9.6% from fiscal 2024, and net income of $90.76M.

Fiscal year 2025 · ends 12-31Changes are against fiscal 2024The amber dot is the latest twelve months, to 2026-09-30
Sales & profitability
$328.06MFY2025
+9.6% year over year
Last 12 mo $346.41M
34.55%FY2025
+2.7 percentage points
Last 12 mo 34.00%
$90.76MFY2025
+19.5% year over year
Last 12 mo $94.36M
9.62%FY2025
+1.1 percentage points
Last 12 mo 9.94%
Cash & financing
$101.51MFY2025
+35.2% year over year
Last 12 mo $123.17M
$96.93MFY2025
+34.6% year over year
Last 12 mo $119.69M
7.86FY2025
Was 8.05× a year earlier
Last 12 mo 7.98
29.0MFY2025
−1.4% year over year
Last 12 mo 28.0M

Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.

What UNIVEST FINANCIAL Corp does

In the company’s own words

Univest Financial Corporation (Nasdaq: UVSP) is a Pennsylvania bank holding company whose principal subsidiary, Univest Bank and Trust Co., provides domestic banking services to individuals, businesses, municipalities and nonprofit organizations. Its offerings include loans, deposits and other banking services, alongside equipment financing, investment and advisory services, pension consulting and insurance through affiliated businesses. Univest serves customers across 19 counties in Pennsylvania, three in New Jersey and five in Maryland. It operates banking, wealth management and insurance businesses, with Girard Investment Services, Girard Advisory Services and Girard Pension Services serving investment, advisory and municipal pension clients; Univest Capital providing equipment financing; and Univest Insurance operating as an independent insurance agency. The company had $8.4 billion in total assets at December 31, 2025, and employed 960 people. Its community banking network included 38 financial centers, with its largest concentrations in southeastern Pennsylvania. Univest Financial Corporation was organized in 1973 and has expanded its services through acquisitions, including Fox Chase Bancorp and Valley Green Bank. Its website is www.univest.net.

Company details
Sector
Financials
Industry (SIC)
Banks & Brokers
Headquarters
SOUDERTON, PA
Fiscal year end
December
CIK
102212
SIC
6022

Financial performance, year by year

Fiscal 2011–2025 · USD
$-34.64M$69.28M$173.20M$277.13M$381.05M201120122013201420152016201720182019202020212022202320242025Last 12 moLast 12 monthsLast 12 months

The full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.

Ownership

Who owns UNIVEST FINANCIAL Corp — and what changed

Funds as of 2026Q2 · superinvestors as of 2026-06-30

237
funds hold it
0 of 35
superinvestors hold it
$401.59M
held by funds, at market
36.3%
of shares held by funds
2
bond issues held by funds

Largest fund holders · UNIVEST FINANCIAL Corp’s weight in each

VANGUARD TOTAL STOCK MARKET INDEX FUND
VTI · VANGUARD INDEX FUNDS
0.00%of fund net assets
iShares Russell 2000 ETF
IWM · iShares Trust
0.04%of fund net assets
Small Cap Core Fund
JCCIX · John Hancock Investment Trust
—of fund net assets
Avantis U.S. Small Cap Value ETF
AVUV · American Century ETF Trust
—of fund net assets
U.S. SMALL CAP VALUE PORTFOLIO
DFSVX · DFA INVESTMENT DIMENSIONS GROUP INC
—of fund net assets

Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.

UNIVEST FINANCIAL Corp’s bonds, as funds hold them

Funds report holding 2 issues of UNIVEST FINANCIAL Corp’s debt, $2.85M at market value — what funds hold, not the company’s total debt.

Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.

Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.

Connected research

Put this business in context.

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