Highest-materiality recent filing
Univest Financial makes investor presentation available; no specific details disclosed
Filed a slide presentation under Item 7.01 for analysts and investors on July 27, 2026.
Univest Q2 net income $23.0M ($0.82 EPS), up 18.8% YoY; NIM expands to 3.49%
Net income $23.0M ($0.82 diluted EPS) vs $20.0M ($0.69) in Q2 2025, an 18.8% EPS increase.
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.
Univest adopts split-dollar life insurance plan for top executives; death benefit equals 2x salary
Plan adopted March 7, 2024; covers CEO Schweitzer, COO/President Keim, CFO Richardson, GC Santana, CCO McCormick.
Univest Financial provides investor slides; no specific financial updates disclosed in filing
Slide presentation covers operating and growth strategies and financial performance.
Univest Q4 2023 EPS $0.55 vs $0.81 YoY; net income down 31.5% to $16.3M
Net income $16.3M ($0.55 diluted EPS) vs $23.8M ($0.81) in Q4 2022, down 31.5%.
Univest Q3 net income $17.0M ($0.58 EPS), down 18% YoY; margin shrinks to 2.96%
Net income $17.0M ($0.58 diluted EPS) vs $20.8M ($0.71) in Q3 2022, down ~18%.
Jeffrey M. Schweitzer, currently President and CEO, elected Chairman of the Board effective January 1, 2024.
UVSP files investor presentation; no specific financial figures disclosed in filing text
Univest Financial Corporation distributed an investor presentation to analysts on September 13, 2023.
Univest Financial provides investor slide presentation; no specific financial details disclosed
Univest Financial Corporation made available a slide presentation to analysts and investors on August 16, 2023.
Univest Q2 EPS $0.57 (+27% YoY); net interest margin 3.14%; restructuring to save $5.4M
Net income $16.8M ($0.57 diluted EPS) vs $13.2M ($0.45) in Q2 2022, up 26.7%.
Univest distributes investor slide deck; specific content not available from filing text
Univest Financial Corporation furnished a slide presentation to analysts and investors on June 15, 2023.
Univest furnishes investor slide presentation on May 10, 2023
Slide presentation furnished under Item 7.01 Regulation FD Disclosure.
Univest shareholders approve 2023 Equity Incentive Plan and elect directors at annual meeting
Shareholders approved 2023 Equity Incentive Plan with 72.6% of votes cast in favor (17.99M For, 4.58M Against).
Univest Q1 net income $21.0M ($0.71 EPS), up from $20.3M ($0.68) YoY
Net income $21.0M ($0.71 diluted EPS) vs $20.3M ($0.68) in Q1 2022.
KBRA affirms Univest Financial's credit ratings with Stable Outlook
KBRA affirmed Univest Financial's senior unsecured debt rating at BBB+, subordinated at BBB, short-term at K2.
Director Glenn E. Moyer retires from Univest Financial Board
Glenn E. Moyer retired from the Board effective April 1, 2023 due to mandatory retirement age policy.
Univest furnishes investor presentation with operating and growth strategies
Slide presentation distributed to analysts on Feb 14, 2023; no specific financial updates disclosed in filing text.
Univest Financial Q4 net income $23.8M, EPS $0.81, loan growth 16% YoY
Net income $23.8M ($0.81 diluted EPS) vs $17.4M ($0.59) in Q4 2021.
Univest Financial appoints CEO Jeffrey Schweitzer as Vice Chairman of the Board
Jeffrey M. Schweitzer, President & CEO, appointed Vice Chairman effective Dec 7, 2022.
Univest Financial closes $50M subordinated notes offering at 7.25% fixed rate
Issued $50M aggregate principal of 7.25% Fixed-to-Floating Rate Subordinated Notes due 2032.
Univest prices $50M subordinated notes offering at 7.25% fixed-to-floating rate
Issued $50M aggregate principal of 7.25% Fixed-to-Floating Rate Subordinated Notes due 2032.
Univest distributes investor presentation; no financial details in filing
Slide presentation furnished to analysts and investors under Regulation FD.
Univest Q3 2022 net income $20.8M ($0.71 EPS), flat YoY; board adds 1M shares to buyback
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.
Univest Financial appoints Martin P. Connor as Alternate Director effective Oct 26, 2022
Martin P. Connor, CFO of Toll Brothers, appointed as Alternate Director, term expiring at 2023 annual meeting.
Univest Financial Corp. releases investor slide presentation on August 1, 2022
Slide presentation covers operating and growth strategies and financial performance.
Univest Q2 net income falls 37% to $13.2M; EPS $0.45 vs $0.71 YoY
Q2 2022 net income $13.2M ($0.45 diluted EPS) vs $20.9M ($0.71) in Q2 2021, down 37%.
Univest releases investor presentation covering strategy and financial performance
Presentation made available to analysts and investors on May 17, 2022.
Univest shareholders elect four directors, ratify KPMG, approve say-on-pay at annual meeting
Elected Todd S. Benning, Glenn E. Moyer, Jeffrey M. Schweitzer, Michael L. Turner as Class II directors for three-year terms.
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.
On October 25, 2023, the Board of Directors of the Corporation appointed Anne Vazquez to serve as an Alternate Director of the Corporation, effective December 1, 2023
On July 26, 2023, the Board of Directors of the Corporation appointed Martin P. Connor, who is presently serving as an Alternate Director of the Corporation, as a Class III director.
On April 1, 2023, Glenn E. Moyer retired from the Board of Directors of Univest Financial Corporation (the “Corporation”).
On September 28, 2022, the Board of Directors of Univest Financial Corporation (the “Corporation") appointed Martin P. Connor to serve as an Alternate Director of the Corporation, effective October 26, 2022, with a term expiring at the 2023 annual shareholders meeting.
On January 24, 2022, Duane J. Brobst, Senior Executive Vice President and Chief Credit Officer of the Corporation and the Bank announced his retirement, effective April 15, 2022.
On January 26, 2022, the Board of Directors of the Corporation appointed Michael S. Keim as Chief Operating Officer of the Corporation.
On August 1, 2021, K. Leon Moyer will retire from the Board of Directors of the Corporation and the Bank.
On July 28, 2021, the Board of Directors of the Corporation appointed Joseph P. Beebe, who is presently serving as an Alternate Director of the Corporation, as a Class III director, effective August 1, 2021.
Max materiality 0.75 · Median 0.38 · Most common event other_material