{"filings":[{"id":1887397,"accession_number":"0000102212-26-000035","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-07-27T20:42:16+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial makes investor presentation available; no specific details disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Filed a slide presentation under Item 7.01 for analysts and investors on July 27, 2026.","Presentation covers operating strategies and financial performance, but content not provided in filing.","No specific financial metrics, guidance, or material events are included in the 8-K text or exhibit header."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":1812441,"accession_number":"0000102212-26-000033","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-07-23T12:30:25+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q2 net income $23.0M ($0.82 EPS), up 18.8% YoY; NIM expands to 3.49%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $23.0M ($0.82 diluted EPS) vs $20.0M ($0.69) in Q2 2025, an 18.8% EPS increase.","Net interest margin (tax-equivalent) 3.49%, up from 3.33% in Q1 2026 and 3.20% in Q2 2025.","Loans grew 1.5% from March 31, 2026 (6.0% annualized); deposits up 1.8% (7.2% annualized).","Nonperforming assets rose to $63.0M from $41.2M at March 31, 2026, driven by a $28.6M commercial loan placed on nonaccrual.","Declared $0.23 quarterly dividend, payable Aug 19; repurchased 425,539 shares at avg $38.71 in Q2."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90656,"accession_number":"0000102212-26-000024","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-04-24T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Univest Financial shareholders elect four directors, ratify KPMG, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Four Class III directors elected: Joseph P. Beebe (22.3M for), Natalye Paquin (22.4M for), Anne Vazquez (22.1M for), Robert C. Wonderling (21.1M for).","Ratification of KPMG as auditor for 2026: 23,884,852 for, 466,638 against, 18,428 abstain.","Advisory vote on executive compensation approved: 21,929,235 for, 561,000 against, 71,664 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.15,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90655,"accession_number":"0000102212-26-000022","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q1 net income $27.1M ($0.96 EPS), up 24.7% YoY; dividend raised 4.5%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $27.1M ($0.96 diluted EPS) vs $22.4M ($0.77) a year ago; EPS up 24.7%.","Quarterly dividend increased 4.5% to $0.23/share, payable May 20, record May 6.","Net interest margin (tax-equiv) expanded to 3.33% from 3.09% YoY; NII $63.4M, +11.6%.","Provision for credit losses fell to $1.3M from $2.3M YoY; NPAs rose to $41.2M from $34.0M.","Repurchased 351K shares at avg $33.70; 1.9M shares remain under repurchase plan."],"consensus_eps_estimate":null,"consensus_eps_actual":0.96,"consensus_revenue_estimate":null,"consensus_revenue_actual":87453000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":90654,"accession_number":"0000102212-26-000019","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-04-02T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KBRA affirms Univest Financial's debt ratings; stable outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KBRA affirmed Univest Financial Corp's senior unsecured debt rating at BBB+, subordinated debt at BBB, and short-term at K2.","KBRA affirmed Univest Bank's deposit rating at A-, senior unsecured at A-, subordinated at BBB+, and short-term ratings at K2.","All long-term ratings carry a Stable Outlook as of April 1, 2026."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100350,"accession_number":"0001193125-26-044136","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-02-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Univest extends exchange offer for 6.00% subordinated notes to Feb 11","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Expiration date moved from Feb 9, 2026 to Feb 11, 2026 at 5:00 pm ET.","Offer exchanges any and all outstanding 6.00% Fixed-to-Floating Subordinated Notes due 2035 for registered New Notes.","No other terms or conditions of the exchange offer were changed.","UMB Bank continues as exchange agent; questions directed to (713) 300-0589."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":100349,"accession_number":"0000102212-26-000005","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2026-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q4 2025 net income $22.7M ($0.79 EPS), up 21.5% YoY; NIM expands to 3.10%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q4 2025 diluted EPS $0.79 vs $0.65 in Q4 2024, a 21.5% increase; full-year EPS $3.13 vs $2.58.","Net interest income $62.5M (+12.8% YoY); tax-equivalent NIM 3.10% vs 2.88% a year ago.","Nonperforming assets fell to $37.8M at Dec 31, 2025 from $52.1M at Sep 30, 2025.","Quarterly dividend $0.22/share declared; share repurchase authorization increased by 2M shares.","Repurchased 479,690 shares in Q4 at avg $31.82; 2.27M shares remain available."],"consensus_eps_estimate":null,"consensus_eps_actual":3.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":328056000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116684,"accession_number":"0000102212-25-000032","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-12-10T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Univest expands share repurchase authorization by 2M shares, 7.1% of outstanding","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board approved increase of 2,000,000 shares under existing repurchase program, about 7.1% of shares outstanding as of Nov 30, 2025.","Previous authorization of 1,000,000 shares announced Oct 2024; 577,000 shares purchased to date.","After increase, approximately 2,423,000 shares remain available for future repurchase.","Program reflects management's continued commitment to returning capital to shareholders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116683,"accession_number":"0001193125-25-269732","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["1.01","2.03","7.01","8.01","9.01"],"status":"ready","headline":"Univest issues $50M 6.00% subordinated notes due 2035, plans to redeem $80M existing notes","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Closed $50M private placement of 6.00% fixed-to-floating rate subordinated notes due November 15, 2035.","Proceeds will redeem $80M of outstanding 5.00% subordinated notes due 2030 (currently 9.15% floating rate).","Notes qualify as Tier 2 capital for regulatory purposes; maturity Nov 2035, first five years fixed at 6.00%.","Redemption of $80M notes expected on or about November 15, 2025 at 100% principal plus accrued interest.","Piper Sandler & Co. served as sole placement agent for the offering."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":116682,"accession_number":"0000102212-25-000025","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q3 net income rises to $25.6M from $18.6M YoY; deposits surge 9.7% QoQ","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $25.6M ($0.89 EPS) vs $18.6M ($0.63) in Q3 2024; includes $967k BOLI death benefits.","Net interest income $61.3M, up 15.3% YoY; NIM (tax-equiv) 3.17% vs 2.82%.","Total deposits increased $635.5M (9.7%) from Q2 2025, led by seasonal public funds.","Nonperforming assets $52.1M vs $36.6M a year ago; $23.7M loan on nonaccrual due to suspected fraud.","Declared $0.22/share dividend payable Nov 19; repurchased 255k shares at avg $30.16."],"consensus_eps_estimate":null,"consensus_eps_actual":2.34,"consensus_revenue_estimate":null,"consensus_revenue_actual":243485000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133126,"accession_number":"0001628280-25-036110","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-07-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest releases investor slide presentation; no specific financial updates disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Furnished slide presentation on July 28, 2025 covering operating and growth strategies.","No earnings results, guidance changes, or material new data included in the excerpt provided.","Presentation appears to be a routine investor update without specific financial figures.","No changes in leadership, M&A, dividend, or regulatory matters indicated."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":133125,"accession_number":"0000102212-25-000024","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-07-24T23:59:59+00:00","items":["2.02","5.03","9.01"],"status":"ready","headline":"Univest Q2 net income rises to $20M ($0.69 EPS); fraud charge-off and NPA increase","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $20.0M ($0.69 diluted EPS) vs $18.1M ($0.62) YoY, up 10.5%.","Net interest income $59.5M (+16.7% YoY); NIM expanded to 3.20% (tax-eq) from 2.84%.","Nonperforming assets $50.6M (up from $34.0M at Mar 25); $23.7M commercial loan on nonaccrual for suspected fraud, leading to $7.3M charge-off.","Provision for credit losses $5.7M (vs $2.3M prior qtr); allowance 1.28% unchanged.","Declared $0.22/share dividend payable Aug 20; repurchased 172,757 shares at avg $28.45."],"consensus_eps_estimate":null,"consensus_eps_actual":1.45,"consensus_revenue_estimate":null,"consensus_revenue_actual":160238000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149732,"accession_number":"0001628280-25-030864","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-06-12T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest distributes investor presentation; no material new facts disclosed in filing","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Univest Financial Corporation furnished a slide presentation to analysts on June 12, 2025.","The presentation discusses operating and growth strategies and financial performance.","No specific financial metrics, guidance, or new events are included in the extracted filing text.","The exhibit content is not reproduced, so detailed figures are unavailable for analysis."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149731,"accession_number":"0000102212-25-000016","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-04-28T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Univest shareholders elect four directors, ratify KPMG, approve executive pay","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Class II directors Benning, Connor, Schweitzer, Turner each elected with >98% of votes cast (excluding broker non-votes).","KPMG LLP ratified as auditor for 2025 with 25,031,396 for, 424,809 against, 30,960 abstain.","Advisory vote on named executive officer compensation approved: 23,042,296 for, 669,660 against, 57,807 abstain.","Meeting held April 24, 2025; 29,001,673 shares entitled to vote."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.15,"calibrated_materiality_score":0.15,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149730,"accession_number":"0000102212-25-000014","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-04-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest reports Q1 net income $22.4M ($0.77 EPS), dividend raised 4.8% to $0.22","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $22.4M ($0.77 diluted EPS) vs $20.3M ($0.69) a year ago; NIM expanded to 3.09% from 2.88%.","Dividend increased 4.8% to $0.22 per share, payable May 21, 2025 to holders of record May 7, 2025.","Net interest income $56.8M, up 10.3% YoY; loans up $6.5M from Dec 2024, deposits down $100.8M.","Noninterest income decreased $3.2M vs Q1 2024; prior year included $3.4M gain on sale of MSRs.","Nonperforming assets $34M vs $40M a year ago; provision $2.3M; allowance at 1.28% of loans."],"consensus_eps_estimate":null,"consensus_eps_actual":0.77,"consensus_revenue_estimate":null,"consensus_revenue_actual":79196000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":149729,"accession_number":"0000102212-25-000012","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-04-16T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KBRA affirms Univest Financial's credit ratings with Stable Outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KBRA affirmed Univest Corp's senior unsecured debt at BBB+, subordinated at BBB, short-term at K2.","KBRA affirmed Univest Bank's deposit and senior unsecured debt at A-, subordinated at BBB+, short-term at K2.","All ratings carry a Stable Outlook; no change from prior levels."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":168760,"accession_number":"0000102212-25-000003","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2025-01-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q4 2024 EPS up 18% to $0.65; NIM expands to 2.88% on tax-equivalent basis","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $18.9M ($0.65 EPS) vs $16.3M ($0.55 EPS) in Q4 2023, up 18.2%.","Net interest income $55.5M (+5.1% YoY); NIM (tax-equivalent) 2.88% vs 2.84% YoY.","Nonperforming assets fell to $33.2M from $40.1M YoY; provision for credit losses $2.4M.","Loans grew $259.4M (3.9%) YoY; deposits up $383.5M (6.0%) YoY.","Quarterly dividend $0.21/share declared; repurchased 139,492 shares in Q4 at avg $29.97."],"consensus_eps_estimate":null,"consensus_eps_actual":2.58,"consensus_revenue_estimate":null,"consensus_revenue_actual":299225000.0,"consensus_period":"2024-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":185886,"accession_number":"0000102212-24-000055","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-10-24T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q3 net income $18.6M ($0.63 EPS), up 9% YoY; loan growth 2.8% annualized","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q3 2024 net income $18.6M, diluted EPS $0.63 vs $0.58 a year ago; net interest income $53.2M, down 0.7% YoY but up 4.3% linked quarter.","Loans grew $45.9M (0.7%) from Q2; total deposits up $358.8M (5.5%) driven by seasonal public funds. Noninterest-bearing deposits 19.3% of total.","Noninterest income $20.2M (+7.8% YoY) on higher investment advisory and insurance fees; expenses down 0.9% to $48.6M.","Nonperforming assets flat at $36.6M; provision for credit losses $1.4M vs $2.0M last year. Allowance 1.28% of loans.","Declared $0.21/share dividend (payable Nov 20); repurchased 156,728 shares; board authorized additional 1M shares for repurchase."],"consensus_eps_estimate":null,"consensus_eps_actual":1.94,"consensus_revenue_estimate":null,"consensus_revenue_actual":222423000.0,"consensus_period":"2024-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202454,"accession_number":"0000102212-24-000049","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-07-29T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial makes investor presentation available; no specific updates disclosed","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Filing notes slide presentation distributed to analysts on July 29, 2024; no figures or guidance provided in the filing.","Exhibit 99.1 consists only of a title slide; actual presentation content not included in the filing text.","No earnings, M&A, leadership changes, or other material events reported.","Stock ticker UVSP; company is parent of Univest Bank and Trust Co."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":202453,"accession_number":"0000102212-24-000046","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-07-25T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Univest Q2 net income $18.1M ($0.62 EPS) vs $16.8M ($0.57) YoY; appoints two directors","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $18.1M, diluted EPS $0.62; adjusted EPS $0.61 unchanged YoY.","Loans +$105.8M (1.6%) from Q1; deposits +$90.0M (1.4%).","Net interest margin (tax-equiv) 2.84% vs 3.14% YoY.","Appointed Domenick Cama as Alternate Director (Class I eff. Oct 1) and Anne Vazquez as Class III director.","Declared $0.21 dividend, repurchased 190,808 shares at avg $20.93."],"consensus_eps_estimate":null,"consensus_eps_actual":1.3,"consensus_revenue_estimate":null,"consensus_revenue_actual":149069000.0,"consensus_period":"2024-Q2","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218589,"accession_number":"0000102212-24-000042","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-06-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial posts investor presentation on strategy and financials","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Univest Financial Corporation distributed a slide presentation to analysts on June 10, 2024.","Presentation covers operating and growth strategies and financial performance.","No specific financial figures or new guidance are identifiable from the filing text or exhibit excerpt provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218588,"accession_number":"0000102212-24-000036","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-04-26T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Univest shareholders re-elect three Class I directors and ratify KPMG as auditor","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Suzanne Keenan re-elected to Class I board with 22,625,230 votes for, 923,967 withheld.","Thomas M. Petro re-elected with 23,161,880 for, 387,317 withheld; Charles Zimmerman with 22,219,578 for, 1,329,619 withheld.","Anne Vazquez elected alternate director for one-year term with 23,077,806 for, 471,391 withheld.","KPMG LLP ratified as auditor for 2024 with 25,081,874 for, 396,297 against, 37,510 abstain.","Advisory vote on executive compensation approved with 22,674,333 for, 749,307 against, 125,557 abstain."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.15,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218587,"accession_number":"0000102212-24-000033","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-04-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q1 net income falls 3.3% YoY to $20.3M; EPS $0.69 vs $0.71","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $20.3M ($0.69 diluted EPS) vs $21.0M ($0.71) in Q1 2023.","Net interest income $51.5M, down 13.2% YoY; NIM 2.88% vs 3.58% a year ago.","Noninterest income $25.6M, up 30.1% YoY, boosted by $3.4M net gain on sale of mortgage servicing rights.","Loans grew 0.2% from Dec 2023, 5.4% YoY; deposits up 0.5% and 9.8% respectively.","Declared $0.21 quarterly dividend; repurchased 315,507 shares at avg $20.25."],"consensus_eps_estimate":null,"consensus_eps_actual":0.69,"consensus_revenue_estimate":null,"consensus_revenue_actual":77062000.0,"consensus_period":"2024-Q1","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":218586,"accession_number":"0000102212-24-000028","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-04-17T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KBRA affirms Univest Financial credit ratings with Stable Outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Corp senior unsecured debt affirmed at BBB+, subordinated debt at BBB, short-term at K2.","Bank deposit and senior unsecured debt affirmed at A-, subordinated at BBB+, short-term at K2.","Outlook remains Stable for both the Corporation and the Bank."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238480,"accession_number":"0000943374-24-000103","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-03-11T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Univest adopts split-dollar life insurance plan for top executives; death benefit equals 2x salary","summary_kind":"llm","event_type":"other","confidence":"high","bullets":["Plan adopted March 7, 2024; covers CEO Schweitzer, COO/President Keim, CFO Richardson, GC Santana, CCO McCormick.","Beneficiary receives death benefit of 2x base salary at death, paid from Bank-owned life insurance policies.","Bank owns policies, retains any remaining death proceeds; on non-death termination beneficiary rights revert to Bank.","Plan uses endorsement method; Bank pays premiums and imputes economic benefit to participants as taxable income."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238479,"accession_number":"0000102212-24-000007","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-02-20T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial provides investor slides; no specific financial updates disclosed in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slide presentation covers operating and growth strategies and financial performance.","No specific numbers, guidance, or material events are detailed in the 8-K text.","Presentation furnished under Regulation FD; not incorporated by reference.","Ticker UVSP trades on NASDAQ; no change in business or financial condition reported."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":238478,"accession_number":"0000102212-24-000004","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2024-01-25T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q4 2023 EPS $0.55 vs $0.81 YoY; net income down 31.5% to $16.3M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $16.3M ($0.55 diluted EPS) vs $23.8M ($0.81) in Q4 2022, down 31.5%.","Net interest margin (tax-equivalent) fell to 2.84% from 3.76% YoY, pressured by higher deposit costs.","Loans grew 7.3% YoY to $6.5B; deposits up 7.8% to $6.4B; NIM compression continues.","Noninterest income $18.6M (-9.0% YoY) due to lower investment advisory fees and BOLI death benefit comparison.","Declared quarterly dividend $0.21/share, payable Feb 21, 2024 to holders of record Feb 7, 2024 (unchanged)."],"consensus_eps_estimate":null,"consensus_eps_actual":2.41,"consensus_revenue_estimate":null,"consensus_revenue_actual":296821000.0,"consensus_period":"2023-FY","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":255988,"accession_number":"0000102212-23-000058","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-10-26T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Univest Q3 net income $17.0M ($0.58 EPS), down 18% YoY; margin shrinks to 2.96%","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $17.0M ($0.58 diluted EPS) vs $20.8M ($0.71) in Q3 2022, down ~18%.","Net interest margin (tax-equivalent) 2.96%, down from 3.14% prior quarter and 3.67% a year ago.","Loans and leases grew $112.7M (1.7%) from June 30; total deposits up $451.8M (7.5%).","Nonperforming assets $40.1M at Sept 30, up from $34.5M at June 30 and $33.0M a year ago.","Board appointed Anne Vazquez as Alternate Director effective Dec 1, 2023; dividend maintained at $0.21/share."],"consensus_eps_estimate":null,"consensus_eps_actual":1.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q3","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273382,"accession_number":"0000102212-23-000055","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-09-28T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Univest Financial elects CEO Schweitzer as Chairman, Beebe as Lead Independent Director effective Jan 1, 2024","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey M. Schweitzer, currently President and CEO, elected Chairman of the Board effective January 1, 2024.","Schweitzer previously served as Vice Chairman; combined Chairman/CEO role approved by Board for leadership continuity.","Joseph Beebe elected Lead Independent Director effective same date, providing independent oversight.","Board determined combined role aligns with strategic plan and strong performance under Schweitzer's leadership."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.4,"calibrated_materiality_score":0.4,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273381,"accession_number":"0000102212-23-000053","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-09-13T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"UVSP files investor presentation; no specific financial figures disclosed in filing text","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Univest Financial Corporation distributed an investor presentation to analysts on September 13, 2023.","The presentation covers operating and growth strategies and financial performance metrics.","No specific financial data, guidance changes, or new material events are provided in the 8-K or exhibit excerpt.","The slide deck title is 'uvspinvestorpresentation' dated September 13, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273380,"accession_number":"0000102212-23-000051","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-08-16T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial provides investor slide presentation; no specific financial details disclosed","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Univest Financial Corporation made available a slide presentation to analysts and investors on August 16, 2023.","The presentation covers operating and growth strategies and financial performance, but specific content not provided in the filing.","No material new financial data or guidance change was explicitly disclosed in the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":273379,"accession_number":"0000102212-23-000046","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-07-27T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Univest Q2 EPS $0.57 (+27% YoY); net interest margin 3.14%; restructuring to save $5.4M","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $16.8M ($0.57 diluted EPS) vs $13.2M ($0.45) in Q2 2022, up 26.7%.","Net interest margin fell to 3.14% from 3.58% in Q1 2023; net interest income $54.3M.","Loans grew $222.4M (3.6%) from March 31; deposits up $152.7M, led by brokered deposits.","Restructuring charge of $1.3M for branch optimization; expected annual cost savings $5.4M.","Quarterly dividend $0.21/share declared; Martin P. Connor appointed as Class III director."],"consensus_eps_estimate":null,"consensus_eps_actual":1.28,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290344,"accession_number":"0000102212-23-000043","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-06-15T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest distributes investor slide deck; specific content not available from filing text","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Univest Financial Corporation furnished a slide presentation to analysts and investors on June 15, 2023.","Presentation covers operating strategies, growth plans, and financial performance, per the Form 8-K.","No specific financial metrics or guidance updates are extractable from the furnished exhibit text."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290343,"accession_number":"0000102212-23-000041","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-05-10T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest furnishes investor slide presentation on May 10, 2023","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slide presentation furnished under Item 7.01 Regulation FD Disclosure.","No specific financial updates or strategy details available from filing text.","Exhibit content not fully provided; investor should refer to original presentation.","Presentation intended for analysts and prospective investors."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.1,"calibrated_materiality_score":0.1,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290342,"accession_number":"0000102212-23-000034","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-04-28T23:59:59+00:00","items":["5.02","5.07"],"status":"ready","headline":"Univest shareholders approve 2023 Equity Incentive Plan and elect directors at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Shareholders approved 2023 Equity Incentive Plan with 72.6% of votes cast in favor (17.99M For, 4.58M Against).","Elected Joseph P. Beebe, Natalye Paquin, Robert C. Wonderling as Class III directors and Martin P. Connor as Alternate Director.","Ratified KPMG LLP as independent auditor for 2023 with 99.1% of votes cast in favor (25.13M For, 0.28M Against).","Advisory vote on executive compensation approved; company will hold annual say-on-pay votes until next frequency vote in 2029."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290341,"accession_number":"0000102212-23-000032","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-04-27T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Q1 net income $21.0M ($0.71 EPS), up from $20.3M ($0.68) YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $21.0M ($0.71 diluted EPS) vs $20.3M ($0.68) in Q1 2022.","Gross loans +$116.6M (1.9%) from Dec 2022; total deposits -$78.9M (1.3%).","Net interest margin (tax-equiv) 3.58%, up from 2.89% YoY, down from 3.76% Q4 2022.","Noninterest expense $49.5M (+9.1% YoY); provision for credit losses $3.4M vs reversal of $3.5M.","Declared $0.21 quarterly dividend, payable May 24, 2023, record May 10."],"consensus_eps_estimate":null,"consensus_eps_actual":0.71,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2023-Q1","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.55,"calibrated_materiality_score":0.55,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290340,"accession_number":"0000102212-23-000029","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-04-18T23:59:59+00:00","items":["8.01","9.01"],"status":"ready","headline":"KBRA affirms Univest Financial's credit ratings with Stable Outlook","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["KBRA affirmed Univest Financial's senior unsecured debt rating at BBB+, subordinated at BBB, short-term at K2.","Bank subsidiary ratings affirmed: deposit A-, senior unsecured A-, subordinated BBB+, short-term K2.","All ratings carry a Stable Outlook; no change from prior assessments.","Affirmation covers both the Corp and Univest Bank and Trust Co. as of April 17, 2023."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":290339,"accession_number":"0000102212-23-000026","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-04-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Director Glenn E. Moyer retires from Univest Financial Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Glenn E. Moyer retired from the Board effective April 1, 2023 due to mandatory retirement age policy.","The Board thanked Moyer for his years of service and contributions.","No replacement announced; board size reduced by one."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311239,"accession_number":"0000102212-23-000009","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-02-14T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest furnishes investor presentation with operating and growth strategies","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Slide presentation distributed to analysts on Feb 14, 2023; no specific financial updates disclosed in filing text.","Presentation covers operating strategies, growth initiatives, and historical financial performance.","Exhibit 99.1 furnished under Item 7.01; not filed or incorporated by reference.","No guidance changes or material new data provided in the 8-K."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":311238,"accession_number":"0000102212-23-000004","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2023-01-26T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Univest Financial Q4 net income $23.8M, EPS $0.81, loan growth 16% YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $23.8M ($0.81 diluted EPS) vs $17.4M ($0.59) in Q4 2021.","Gross loans ex-PPP increased $842.8M or 16% YoY; annualized QoQ growth 18.8%.","Q4 included $526k BOLI death benefit ($0.02 EPS) and $184k restructuring charges from branch consolidation."],"consensus_eps_estimate":null,"consensus_eps_actual":2.64,"consensus_revenue_estimate":null,"consensus_revenue_actual":296182000.0,"consensus_period":"2022-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329854,"accession_number":"0000102212-22-000053","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-12-08T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Univest Financial appoints CEO Jeffrey Schweitzer as Vice Chairman of the Board","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Jeffrey M. Schweitzer, President & CEO, appointed Vice Chairman effective Dec 7, 2022.","He retains CEO responsibilities; will assist Chairman William S. Aichele as needed.","Appointment aims to ensure strategic and leadership continuity for the Corporation."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329853,"accession_number":"0001193125-22-285793","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-11-15T23:59:59+00:00","items":["2.03","8.01","9.01"],"status":"ready","headline":"Univest Financial closes $50M subordinated notes offering at 7.25% fixed rate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $50M aggregate principal of 7.25% Fixed-to-Floating Rate Subordinated Notes due 2032.","Fixed rate of 7.25% payable semi-annually through Nov 15, 2027; then floating at 3-month SOFR + 309.8 bps.","Notes subordinated; issued under shelf registration statement on Form S-3 (File No. 333-253668).","Indenture with U.S. Bank Trust Company as trustee dated Nov 15, 2022.","Proceeds from offering used for general corporate purposes."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.6,"calibrated_materiality_score":0.6,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329852,"accession_number":"0001193125-22-279944","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-11-08T23:59:59+00:00","items":["1.01","8.01","9.01"],"status":"ready","headline":"Univest prices $50M subordinated notes offering at 7.25% fixed-to-floating rate","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["Issued $50M aggregate principal of 7.25% Fixed-to-Floating Rate Subordinated Notes due 2032.","Interest fixed at 7.25% until Nov 15, 2027; then floating at 3-month SOFR + 309.8 bps.","Net proceeds estimated at ~$49.0M after underwriting discount and expenses.","Proceeds to be used for general corporate purposes; close expected Nov 15, 2022.","U.S. Bancorp Investments acting as sole book-runner; KBW and PNC Capital Markets as co-managers."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.45,"calibrated_materiality_score":0.45,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329851,"accession_number":"0000102212-22-000051","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-10-28T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest distributes investor presentation; no financial details in filing","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Slide presentation furnished to analysts and investors under Regulation FD.","Presentation covers operating strategies and financial performance but text omitted from file.","No specific financial metrics or guidance changes available in the 8-K exhibit provided."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":329850,"accession_number":"0000102212-22-000045","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-10-27T23:59:59+00:00","items":["2.02","5.02","8.01","9.01"],"status":"ready","headline":"Univest Q3 2022 net income $20.8M ($0.71 EPS), flat YoY; board adds 1M shares to buyback","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Net income $20.8M, $0.71 diluted EPS for Q3 2022 vs $20.9M, $0.71 EPS in Q3 2021; includes $0.02 EPS from BOLI death benefit.","Loans ex-PPP grew 13.5% annualized from Q2 2022, 14.4% from YE 2021; deposits up 16.1% annualized from Q2 but down 5.9% from YE.","Board approved additional 1.0M shares (3.4% of outstanding) for repurchase, supplementing existing program.","Entered new change-in-control agreements with CEO, COO, CFO, and Chief Risk Officer; provides 2x salary plus avg bonus upon qualifying termination."],"consensus_eps_estimate":null,"consensus_eps_actual":1.84,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q3","consensus_source":"xbrl_only","sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347432,"accession_number":"0000102212-22-000042","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-09-29T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Univest Financial appoints Martin P. Connor as Alternate Director effective Oct 26, 2022","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Martin P. Connor, CFO of Toll Brothers, appointed as Alternate Director, term expiring at 2023 annual meeting.","Connor previously served as CFO and Director of Operations for a Mid-Atlantic real estate developer and was an Audit Partner at Ernst & Young.","Appointment effective October 26, 2022; Connor holds a BBA in Accountancy from Notre Dame and is a CPA.","Connor serves on the Federal Reserve Bank of Philadelphia Economic and Community Advisory Council."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347431,"accession_number":"0000102212-22-000030","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-08-01T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest Financial Corp. releases investor slide presentation on August 1, 2022","summary_kind":"llm","event_type":"other","confidence":"low","bullets":["Slide presentation covers operating and growth strategies and financial performance.","Presentation made available to analysts and prospective investors.","No specific financial figures or guidance disclosed in the filing text.","Material details from the presentation are not provided in the filing."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.2,"calibrated_materiality_score":0.2,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":347430,"accession_number":"0000102212-22-000027","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-07-28T23:59:59+00:00","items":["2.02","5.02","9.01"],"status":"ready","headline":"Univest Q2 net income falls 37% to $13.2M; EPS $0.45 vs $0.71 YoY","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Q2 2022 net income $13.2M ($0.45 diluted EPS) vs $20.9M ($0.71) in Q2 2021, down 37%.","Gross loans (ex-PPP) grew $265.9M or 19.6% annualized from Q1 2022; total loans up 11.5% YoY.","Total deposits fell $484.9M (32% annualized) from Q1 2022; down $492.1M from Dec 2021.","New change-in-control agreements for CEO, COO, CFO and CRO with 2x salary+bonus severance and non-compete."],"consensus_eps_estimate":null,"consensus_eps_actual":1.13,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":"2022-Q2","consensus_source":"xbrl_only","sentiment":"negative","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363885,"accession_number":"0000102212-22-000023","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-05-17T23:59:59+00:00","items":["7.01","9.01"],"status":"ready","headline":"Univest releases investor presentation covering strategy and financial performance","summary_kind":"llm","event_type":"other_material","confidence":"low","bullets":["Presentation made available to analysts and investors on May 17, 2022.","Covers operating and growth strategies and financial performance.","No specific financial figures or guidance provided in the filing excerpt."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":1069839999.9999999,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":363884,"accession_number":"0000102212-22-000019","cik":102212,"company_name":"UNIVEST FINANCIAL Corp","ticker":"UVSP","form_type":"8-K","filed_at":"2022-05-02T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Univest shareholders elect four directors, ratify KPMG, approve say-on-pay at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Elected Todd S. 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