Univest Financial (UVSP) earnings

UNIVEST FINANCIAL Corp· Financials

Results to: Jun 2026
Latest analysed call: Jun 2026 (Q2 FY26)
Balance sheet to: Dec 2025

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Univest Financial earnings: last reported Thu, 23 Jul 2026, for the quarter ended Jun 2026.

Reported

The figures, each with its period

Each figure keeps its basis and period; nothing is filled in.

Metric	Value	Change	Basis	Period	Note
Revenue	84.4 $ million	+4.1% YoY	Quarterly, as filed	Quarter to Jun 2026	Revenue from operations as filed.
Operating margin	Unavailable	—	Operating profit / revenue	Quarter to Jun 2026	Not in the filed figures for the quarter to jun 2026. No older figure is substituted.
Net profit	23.0 $ million	+14.9% YoY	Quarterly, as filed	Quarter to Jun 2026	Profit after tax as filed.

Source: Inve data from filed results (SEC filings) · to Jun 2026

Price

$42.14 −0.33% · −$0.14

Last close Oct 23, 2026 · US · USD · Source: Inve

Performance +41.2% 1Y

1Y: $29.84 on 22 Oct 2025 → $42.14. High $45.21 (16 Jul 2026), low $29.35 (4 Nov 2025).

Previous close: $42.28
52-week range: $29.35 – $45.21
One year: +41.93%

Overview

Symbol: UVSP
Sector: Financials
Exchange: US
Currency: USD

Financials

What the filings say

Net profit, year on year: +15% (quarter to jun 2026 against jun 2025).

In $ million. Oldest period first.

Line item	Sep 2024	Dec 2024	Mar 2025	Jun 2025	Sep 2025	Dec 2025	Mar 2026	Jun 2026
Sales	73	77	79	81	83	85	87	84
Profit before tax	23	24	28	25	32	29	33	29
Tax rate	20.6%	20.3%	18.7%	20.1%	20.0%	20.8%	19.1%	19.6%
Net profit	19	19	22	20	26	23	27	23
EPS ($ per share)	0.64	—	0.77	0.69	0.89	—	0.97	0.83

Source: Inve data · income statement, quarterly · to Jun 2026

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Equity capital	158	158	158	158	158	158	158	158
Reserves	248	289	307	375	429	475	526	591
Total liabilities	4,360	4,706	5,644	6,349	6,446	6,941	7,241	7,494
Fixed assets	60	57	56	57	51	51	47	46
Total assets	4,984	5,381	6,336	7,122	7,222	7,781	8,128	8,437

Source: Inve data · balance sheet · to Dec 2025

In $ million. Oldest period first.

Line item	Dec 2018	Dec 2019	Dec 2020	Dec 2021	Dec 2022	Dec 2023	Dec 2024	Dec 2025
Cash from operations	86	73	51	102	109	90	75	102
Cash from investing	-431	-343	-867	-127	-898	-454	-260	-84
Cash from financing	379	286	911	695	51	462	264	207
Capital expenditure	-4	-4	-4	-6	-5	-7	-3	-5
Free cash flow	82	69	47	96	104	83	72	97

Source: Inve data · cash flow · to Dec 2025

Insider filings

67 filings between Nov 10, 2025 and Aug 24, 2026.

Open market

decisions to buy or sell

Purchases

$39.6K

3 purchases by 1 insider

Sales

$2.89M

11 sales by 7 insiders

Compensation

not trading decisions

41: Option exercise — converted options into shares
6: Tax withheld — shares kept back by the company to cover tax

Also filed: 5 other filings, 1 gift.

Who traded

open market only

Insider	Bought	Sold	Last filing
SCHWEITZER JEFFREY M	—	$999.5K	Jun 8, 2026
Paquin Natalye	$39.6K	$491.4K	Apr 27, 2026
Keim Michael S	—	$508.6K	May 5, 2026
Turner Michael L.	—	$344.3K	Aug 13, 2026
PETRO THOMAS M	—	$208.4K	Aug 24, 2026
Santana Megan D	—	$203.2K	Jun 8, 2026
Richardson Brian J	—	$137.2K	Jun 8, 2026

Latest filings (50)

Date	Insider	What	Shares	Value
Aug 24, 2026	PETRO THOMAS M Director	Sale	5,000	$208.4K
Aug 13, 2026	Turner Michael L. Director	Sale	8,000	$344.3K
Jun 8, 2026	Richardson Brian J Sr EVP & CFO	Sale	2,090	$85.5K
Jun 8, 2026	Richardson Brian J Sr EVP & CFO	Option exercise	2,090	$59.6K
Jun 8, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Option exercise	13,933	$397.1K
Jun 8, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Option exercise	2,787	$79.4K
Jun 8, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Sale	13,933	$570.0K
Jun 8, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Sale	2,787	$113.8K
May 5, 2026	Keim Michael S Senior EVP & COO	Sale	7,245	$280.4K
May 5, 2026	Keim Michael S Senior EVP & COO	Option exercise	7,245	$206.5K
Apr 27, 2026	Paquin Natalye Director	Sale	13,000	$491.4K
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Other	1,026	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Option exercise	2,679	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Option exercise	1,909	$0
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Option exercise	621	$0
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Option exercise	661	$0
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Option exercise	863	$0
Mar 15, 2026	Keim Michael S Senior EVP & COO	Other	1,786	$0
Mar 15, 2026	Monios Eleni S EVP & Chief Credit Officer	Option exercise	372	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Option exercise	14,740	$0
Mar 15, 2026	Monios Eleni S EVP & Chief Credit Officer	Option exercise	442	$0
Mar 15, 2026	Keim Michael S Senior EVP & COO	Option exercise	1,499	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Other	760	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Option exercise	2,106	$0
Mar 15, 2026	Keim Michael S Senior EVP & COO	Option exercise	8,046	$0
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Option exercise	4,620	$0
Mar 15, 2026	Keim Michael S Senior EVP & COO	Option exercise	1,061	$0
Mar 15, 2026	Santana Megan D Sr EVP & Chief Risk Officer	Tax withheld	2,499	$81.8K
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Option exercise	778	$0
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Option exercise	1,020	$0
Mar 15, 2026	Keim Michael S Senior EVP & COO	Option exercise	1,150	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Option exercise	489	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Tax withheld	8,018	$262.3K
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Tax withheld	2,973	$97.3K
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Other	1,209	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Option exercise	716	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Option exercise	511	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Option exercise	3,422	$0
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Option exercise	5,444	$0
Mar 15, 2026	McCormick Patrick C SEVP & Chief Comm Bank Officer	Tax withheld	1,249	$40.9K
Mar 15, 2026	Richardson Brian J Sr EVP & CFO	Option exercise	722	$0
Mar 15, 2026	Monios Eleni S EVP & Chief Credit Officer	Option exercise	493	$0
Mar 15, 2026	SCHWEITZER JEFFREY M Chairman, President & CEO	Other	3,273	$0
Mar 15, 2026	Monios Eleni S EVP & Chief Credit Officer	Tax withheld	444	$14.5K
Mar 15, 2026	Keim Michael S Senior EVP & COO	Tax withheld	4,348	$142.3K
Feb 2, 2026	Paquin Natalye Director	Purchase	580	$20.1K
Jan 31, 2026	Paquin Natalye Director	Option exercise	1,766	$0
Jan 31, 2026	Benning Todd S Director	Option exercise	1,766	$0
Jan 31, 2026	PETRO THOMAS M Director	Option exercise	1,766	$0
Jan 31, 2026	Connor Martin P. Director	Option exercise	1,766	$0

Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.

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