Highest-materiality recent filing
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).
Univest Q1 net income $27.1M ($0.96 EPS), up 24.7% YoY; dividend raised 4.5%
Net income $27.1M ($0.96 diluted EPS) vs $22.4M ($0.77) a year ago; EPS up 24.7%.
KBRA affirms Univest Financial's debt ratings; stable outlook
KBRA affirmed Univest Financial Corp's senior unsecured debt rating at BBB+, subordinated debt at BBB, and short-term at K2.
Univest extends exchange offer for 6.00% subordinated notes to Feb 11
Expiration date moved from Feb 9, 2026 to Feb 11, 2026 at 5:00 pm ET.
Univest Q4 2025 net income $22.7M ($0.79 EPS), up 21.5% YoY; NIM expands to 3.10%
Q4 2025 diluted EPS $0.79 vs $0.65 in Q4 2024, a 21.5% increase; full-year EPS $3.13 vs $2.58.
Univest expands share repurchase authorization by 2M shares, 7.1% of outstanding
Board approved increase of 2,000,000 shares under existing repurchase program, about 7.1% of shares outstanding as of Nov 30, 2025.
Univest issues $50M 6.00% subordinated notes due 2035, plans to redeem $80M existing notes
Closed $50M private placement of 6.00% fixed-to-floating rate subordinated notes due November 15, 2035.
Univest Q3 net income rises to $25.6M from $18.6M YoY; deposits surge 9.7% QoQ
Net income $25.6M ($0.89 EPS) vs $18.6M ($0.63) in Q3 2024; includes $967k BOLI death benefits.
Univest releases investor slide presentation; no specific financial updates disclosed
Furnished slide presentation on July 28, 2025 covering operating and growth strategies.
Univest Q2 net income rises to $20M ($0.69 EPS); fraud charge-off and NPA increase
Net income $20.0M ($0.69 diluted EPS) vs $18.1M ($0.62) YoY, up 10.5%.
Univest distributes investor presentation; no material new facts disclosed in filing
Univest Financial Corporation furnished a slide presentation to analysts on June 12, 2025.
Univest shareholders elect four directors, ratify KPMG, approve executive pay
Class II directors Benning, Connor, Schweitzer, Turner each elected with >98% of votes cast (excluding broker non-votes).
Univest reports Q1 net income $22.4M ($0.77 EPS), dividend raised 4.8% to $0.22
Net income $22.4M ($0.77 diluted EPS) vs $20.3M ($0.69) a year ago; NIM expanded to 3.09% from 2.88%.
KBRA affirms Univest Financial's credit ratings with Stable Outlook
KBRA affirmed Univest Corp's senior unsecured debt at BBB+, subordinated at BBB, short-term at K2.
Univest Q4 2024 EPS up 18% to $0.65; NIM expands to 2.88% on tax-equivalent basis
Net income $18.9M ($0.65 EPS) vs $16.3M ($0.55 EPS) in Q4 2023, up 18.2%.
Univest Q3 net income $18.6M ($0.63 EPS), up 9% YoY; loan growth 2.8% annualized
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.
Univest Financial makes investor presentation available; no specific updates disclosed
Filing notes slide presentation distributed to analysts on July 29, 2024; no figures or guidance provided in the filing.
Univest Q2 net income $18.1M ($0.62 EPS) vs $16.8M ($0.57) YoY; appoints two directors
Net income $18.1M, diluted EPS $0.62; adjusted EPS $0.61 unchanged YoY.
Univest Financial posts investor presentation on strategy and financials
Univest Financial Corporation distributed a slide presentation to analysts on June 10, 2024.
Univest shareholders re-elect three Class I directors and ratify KPMG as auditor
Suzanne Keenan re-elected to Class I board with 22,625,230 votes for, 923,967 withheld.
Univest Q1 net income falls 3.3% YoY to $20.3M; EPS $0.69 vs $0.71
Net income $20.3M ($0.69 diluted EPS) vs $21.0M ($0.71) in Q1 2023.
KBRA affirms Univest Financial credit ratings with Stable Outlook
Corp senior unsecured debt affirmed at BBB+, subordinated debt at BBB, short-term at K2.
On July 24, 2024, the Board of Directors of the Corporation appointed Domenick A. Cama to serve as an Alternate Director of the Corporation, effective August 1, 2024,
On July 24, 2024, the Board of Directors of the Corporation appointed Anne Vazquez, who is presently serving as an Alternate Director of the Corporation, as a Class III director, effective October 1, 2024.
Max materiality 0.75 · Median 0.43 · Most common event earnings