Univest Financial Corporation (UVSP)

Univest Financial Corp. completed a $50.0 million private placement of subordinated notes in November 2025. The company reported its Third Quarter 2025 results in October and Second Quarter 2025 results in July, noting a decrease in deposits during the second quarter. Several insider transactions occurred, including share purchases by Natalye Paquin and share sales by Thomas Petro. The company had an ex-dividend date in November 2025 for a quarterly dividend of $0.22 per share.

The banking industry experiences seasonal trends in loan demand, which is typically lowest in January and February and peaks in August or September. Investment services see increased demand in December and early January due to portfolio rebalancing and tax planning, with another rise in activity around March. Univest Financial Corp. noted a seasonal decline in public funds deposits during its Q2 2025 earnings call.

Univest Financial Corp. is a financial holding company based in Souderton, Pennsylvania, offering financial solutions across the Mid-Atlantic region. It operates as the bank holding company for Univest Bank and Trust Co. The company operates through three segments: Banking, which provides financial services to various clients; Wealth Management, offering investment advisory and related services; and Insurance, providing commercial and personal insurance solutions and HR consulting.

Univest Financial Corp. operates primarily in the Mid-Atlantic Region, including southeastern Pennsylvania, New Jersey, and Maryland. It delivers services through a network of over 50 offices and online platforms, with its headquarters in Souderton, Pennsylvania.

There is no specific information detailing events that have negatively or positively impacted Univest Financial Corp.'s brand reputation in the past year. The company emphasizes its commitment to community engagement and building loyal relationships with customers and employees.

Univest Financial Corp. has a significant portion of its shares held by institutional investors, with 423 institutions holding 27,759,348 shares as of October 2025. Major institutional shareholders include BlackRock, Inc., Fmr Llc, and Dimensional Fund Advisors Lp. Individual insiders own approximately 1.47% of the company's shares, including CEO Jeffrey M Schweitzer and other executives and board members.