UVSPNasdaqState Commercial BanksFiscal year ends December 31
UNIVEST FINANCIAL Corp
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Jul 28, 2026
$41.02−0.23 (-0.56%)
Close on Oct 19, 2026
- Market cap
- $1.15B
- P/E (TTM)
- 11.9
- Dividend yield
- 2.12%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
83.9%
23M of 28M shares
Institutional holders
223
32 new, 16 sold out
Net institutional buying
1M
In Q2 2026
Insider trades, 12 months
3 buys · 11 sales
Net sold $2.85M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 2,453,670 | 8.50% | 13G (passive) amendment | Mar 31, 2025 |
| Dimensional Fund Advisors LP | 1,957,085 | 6.60% | 13G (passive) amendment | Dec 29, 2023 |
| FMR LLC | 1,902,324 | 6.80% | 13G (passive) amendment | Mar 31, 2026 |
| Abigail P. Johnson | 1,570,525 | 5.60% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 1,424,911 | 5.07% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UVSP | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,417,251 | 12.39% | $149.50M | +306,159 | 0.00% |
| Dimensional Fund Advisors LP | 1,896,670 | 6.88% | $82.98M | +10,435 | 0.02% |
| FMR LLC | 1,570,525 | 5.69% | $68.71M | −331,799 | 0.00% |
| Vanguard Capital Management LLC | 1,187,660 | 4.31% | $51.96M | −29,683 | 0.00% |
| State Street Corp | 991,985 | 3.60% | $43.40M | +58,299 | 0.00% |
| American Century Companies Inc | 846,282 | 3.07% | $37.02M | +88,280 | 0.02% |
| Pzena Investment Management LLC | 834,628 | 3.03% | $36.51M | −7,797 | 0.11% |
| Geode Capital Management, LLC | 823,655 | 2.99% | $36.04M | +32,711 | 0.00% |
| Manufacturers Life Insurance Company, The | 764,026 | 2.77% | $33.43M | −331,529 | 0.03% |
| Assenagon Asset Management S.A. | 716,366 | 2.60% | $31.34M | +458,963 | 0.02% |
| Renaissance Technologies LLC | 515,789 | 1.87% | $22.57M | −67,945 | 0.03% |
| UNIVEST FINANCIAL Corp | 503,433 | 1.83% | $22.03M | +1,682 | 1.08% |
| Aqr Capital Management LLC | 435,006 | 1.58% | $19.03M | +84,068 | 0.01% |
| Two Sigma Investments, LP | 424,252 | 1.54% | $18.56M | +104,449 | 0.01% |
| Arrowstreet Capital, Limited Partnership | 351,281 | 1.27% | $15.37M | +4,388 | 0.01% |
| Leeward Investments, LLC - MA | 321,438 | 1.17% | $14.06M | −7,026 | 0.64% |
| Vanguard Portfolio Management LLC | 317,908 | 1.15% | $13.91M | +39,417 | 0.00% |
| Northern Trust Corp | 307,272 | 1.11% | $13.44M | +10,454 | 0.00% |
| Sei Investments Co | 290,405 | 1.05% | $12.71M | +18,633 | 0.01% |
| Goldman Sachs Group Inc | 281,615 | 1.02% | $12.32M | −77,095 | 0.00% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 223 | 23M | 83.9% | 32 / 83 | 56 / 16 | 2M | 2M |
| Q1 2026 | 209 | 22M | 81.1% | 32 / 77 | 55 / 16 | 4M | 2M |
| Q4 2025 | 198 | 22M | 80.0% | 30 / 64 | 61 / 12 | 1M | 1M |
| Q3 2025 | 186 | 22M | 81.1% | 26 / 66 | 49 / 21 | 1M | 1M |
| Q2 2025 | 183 | 23M | 81.8% | 21 / 66 | 52 / 15 | 1M | 1M |
| Q1 2025 | 179 | 23M | 82.6% | 19 / 58 | 59 / 11 | 1M | 1M |
| Q4 2024 | 174 | 23M | 82.1% | 27 / 59 | 48 / 9 | 1M | 1M |
| Q3 2024 | 157 | 22M | 81.1% | 30 / 44 | 50 / 11 | 5M | 1M |
| Q2 2024 | 140 | 22M | 78.9% | 18 / 45 | 49 / 15 | 1M | 1M |
| Q1 2024 | 139 | 23M | 81.6% | 14 / 50 | 43 / 17 | 1M | 1M |
| Q4 2023 | 142 | 22M | 81.4% | 18 / 52 | 45 / 11 | 2M | 1M |
| Q3 2023 | 135 | 22M | 78.4% | 9 / 61 | 41 / 11 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UVSP | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 839,721 | 3.04% | $36.74M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 774,251 | 2.81% | $33.87M | 0.04% | Jun 30, 2026 |
| Avantis U.S. Small Cap Value ETF | 683,453 | 2.48% | $26.96M | 0.10% | May 31, 2026 |
| Small Cap Core Fund | 469,686 | 1.70% | $20.78M | 1.07% | Jul 31, 2026 |
| U.S. Small Cap Value Portfolio | 415,476 | 1.51% | $18.38M | 0.09% | Jul 31, 2026 |
| U.S. Targeted Value Portfolio | 331,684 | 1.20% | $14.67M | 0.09% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 320,009 | 1.16% | $14.00M | 0.01% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 307,246 | 1.11% | $13.59M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 273,519 | 0.99% | $11.97M | 0.08% | Jun 30, 2026 |
| State Street(R) SPDR(R) S&P(R) Regional Banking ETF | 248,686 | 0.90% | $10.88M | 0.23% | Jun 30, 2026 |
| Fidelity Series Small Cap Core Fund | 243,308 | 0.88% | $10.76M | 0.68% | Jul 31, 2026 |
| Select Banking Portfolio | 241,559 | 0.88% | $9.53M | 2.11% | May 31, 2026 |
| Dimensional U.S. Targeted Value ETF | 187,437 | 0.68% | $8.29M | 0.06% | Jul 31, 2026 |
| BlackRock Advantage Small Cap Core Fund | 166,566 | 0.60% | $6.57M | 0.12% | May 29, 2026 |
| Dimensional US Small Cap Value ETF | 155,860 | 0.57% | $6.90M | 0.08% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Jeffrey M. Schweitzer | Chairman, President & CEO, Director | 110,614 | 0.40% | Jun 9, 2026 |
| Brian J. Richardson | Sr EVP & CFO | 24,228 | 0.09% | Jun 9, 2026 |
| Megan D. Santana | Sr EVP & Chief Risk Officer | 38,762 | 0.14% | Jun 9, 2026 |
| Michael S. Keim | Senior EVP & COO | 74,224 | 0.27% | May 7, 2026 |
| Patrick C. McCormick | SEVP & Chief Comm Bank Officer | 15,032 | 0.05% | Mar 17, 2026 |
| Eleni S. Monios | EVP & Chief Credit Officer | 2,976 | 0.01% | Mar 17, 2026 |
| Thomas M. Petro | Director | 47,283 | 0.17% | Aug 24, 2026 |
| Michael L. Turner | Director | 24,684 | 0.09% | Aug 14, 2026 |
| Natalye Paquin | Director | 17,004 | 0.06% | Apr 27, 2026 |
| Robert C. Wonderling | Director | 19,373 | 0.07% | Feb 3, 2026 |
| Todd S. Benning | Director | 18,746 | 0.07% | Feb 3, 2026 |
| Suzanne Keenan | Director | 19,075 | 0.07% | Feb 3, 2026 |
| Joseph P. Beebe | Director | 12,166 | 0.04% | Feb 3, 2026 |
| Charles H. Zimmerman | Director | 17,419 | 0.06% | Feb 3, 2026 |
| Martin P. Connor | Director | 8,076 | 0.03% | Feb 3, 2026 |
| Anne Vazquez | Director | 8,016 | 0.03% | Feb 3, 2026 |
| Domenick A. Cama | Director | – | – | Feb 3, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Thomas M. Petro Director | Aug 24, 2026 | Sale | −5,000 | $41.69 | $208.45K | 47,239 |
| Michael L. Turner Director | Aug 13, 2026 | Sale | −8,000 | $43.04 | $344.32K | 24,684 |
| Brian J. Richardson Sr EVP & CFO | Jun 8, 2026 | Sale | −2,090 | $40.90 | $85.48K | 24,228 |
| Brian J. Richardson Sr EVP & CFO | Jun 8, 2026 | Option exercise | +2,090 | $28.50 | $59.57K | 26,318 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Jun 8, 2026 | Sale | −13,933 | $40.91 | $570.00K | 110,513 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Jun 8, 2026 | Option exercise | +13,933 | $28.50 | $397.09K | 124,446 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Jun 8, 2026 | Option exercise | +2,787 | $28.50 | $79.43K | 38,762 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Jun 8, 2026 | Sale | −2,787 | $40.83 | $113.79K | 35,975 |
| Michael S. Keim Senior EVP & COO | May 5, 2026 | Option exercise | +7,245 | $28.50 | $206.48K | 74,224 |
| Michael S. Keim Senior EVP & COO | May 5, 2026 | Sale | −7,245 | $38.71 | $280.45K | 66,979 |
| Natalye Paquin Director | Apr 27, 2026 | Sale | −13,000 | $37.80 | $491.40K | 17,004 |
| Eleni S. Monios EVP & Chief Credit Officer | Mar 15, 2026 | Option exercise | +493 | – | – | 2,976 |
| Eleni S. Monios EVP & Chief Credit Officer | Mar 15, 2026 | Option exercise | +442 | – | – | 2,483 |
| Eleni S. Monios EVP & Chief Credit Officer | Mar 15, 2026 | Option exercise | +372 | – | – | 3,348 |
| Eleni S. Monios EVP & Chief Credit Officer | Mar 15, 2026 | Tax withholding | −444 | $32.72 | $14.53K | 2,904 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Option exercise | +2,679 | – | – | 105,155 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Option exercise | +1,909 | – | – | 107,064 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Option exercise | +14,740 | – | – | 121,804 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Other | −3,273 | – | – | 118,531 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Tax withholding | −8,018 | $32.72 | $262.35K | 110,513 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Mar 15, 2026 | Option exercise | +2,106 | – | – | 102,476 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Option exercise | +1,020 | – | – | 22,244 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Option exercise | +778 | – | – | 21,224 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Option exercise | +722 | – | – | 22,966 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Option exercise | +5,444 | – | – | 28,410 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Other | −1,209 | – | – | 27,201 |
| Brian J. Richardson Sr EVP & CFO | Mar 15, 2026 | Tax withholding | −2,973 | $32.72 | $97.28K | 24,228 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Tax withholding | −2,499 | $32.72 | $81.77K | 35,454 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Option exercise | +661 | – | – | 32,875 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Option exercise | +863 | – | – | 33,738 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Option exercise | +621 | – | – | 34,359 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Option exercise | +4,620 | – | – | 38,979 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Mar 15, 2026 | Other | −1,026 | – | – | 37,953 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Option exercise | +8,046 | – | – | 73,113 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Other | −1,786 | – | – | 71,327 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Tax withholding | −4,348 | $32.72 | $142.27K | 66,979 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Option exercise | +1,061 | – | – | 65,067 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Option exercise | +1,150 | – | – | 62,507 |
| Michael S. Keim Senior EVP & COO | Mar 15, 2026 | Option exercise | +1,499 | – | – | 64,006 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Option exercise | +3,422 | – | – | 15,032 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Other | −760 | – | – | 14,272 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Tax withholding | −1,249 | $32.72 | $40.87K | 13,023 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Option exercise | +511 | – | – | 11,610 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Option exercise | +489 | – | – | 10,383 |
| Patrick C. McCormick SEVP & Chief Comm Bank Officer | Mar 15, 2026 | Option exercise | +716 | – | – | 11,099 |
| Natalye Paquin Director | Feb 2, 2026 | Buy | +580 | $34.58 | $20.06K | 29,932 |
| Martin P. Connor Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 8,076 |
| Thomas M. Petro Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 52,031 |
| Charles H. Zimmerman Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 17,419 |
| Natalye Paquin Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 29,352 |
| Anne Vazquez Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 8,016 |
| Michael L. Turner Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 32,504 |
| Todd S. Benning Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 16,127 |
| Joseph P. Beebe Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 12,166 |
| Suzanne Keenan Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 16,075 |
| Robert C. Wonderling Director | Jan 31, 2026 | Option exercise | +1,766 | – | – | 19,373 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Dec 22, 2025 | Gift | −200 | $33.97 | $6.79K | 100,370 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Dec 12, 2025 | Option exercise | +12,277 | $28.15 | $345.60K | 112,847 |
| Jeffrey M. Schweitzer Chairman, President & CEO, Director | Dec 12, 2025 | Sale | −12,277 | $34.99 | $429.57K | 100,570 |
| Megan D. Santana Sr EVP & Chief Risk Officer | Dec 12, 2025 | Option exercise | +2,522 | $28.15 | $70.99K | 34,533 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Turner Michael Director | Aug 13, 2026 | 8,000 | $340.00K | Aug 13, 2026 | Univest acquired Valley Green Bank and shares were converted |
| M. Schweitzer Jeffrey Officer, Director | Jun 8, 2026 | 13,933 | $570.01K | Jun 8, 2026 | Stock Option Exercise |
| D. Santana Megan Officer, General Counsel | Jun 8, 2026 | 2,787 | $113.80K | Jun 8, 2026 | Stock Option Exercise |
| J. Richardson Brian Officer | Jun 8, 2026 | 2,090 | $85.49K | Jun 8, 2026 | Stock Option Exercise |
| Keim Michael Officer | May 5, 2026 | 7,245 | $280.43K | May 5, 2026 | Stock Option Exercise |
| Natalye Paquin Director | Apr 27, 2026 | 13,000 | $487.63K | Apr 27, 2026 | Open Market Purchase |
| S. Keim Michael Officer | Dec 12, 2025 | 6,696 | $234.83K | Dec 12, 2025 | Stock Option Exercise |
| J. Richardson Brian Officer | Dec 12, 2025 | 1,500 | $53.18K | Dec 12, 2025 | Stock Option Exercise |
| M. Schweitzer Jeffrey Officer, Director | Dec 12, 2025 | 12,277 | $429.52K | Dec 12, 2025 | Stock Option Exercise |
| D. Santana Megan Officer, General Counsel | Dec 12, 2025 | 2,522 | $89.40K | Dec 12, 2025 | Stock Option Exercise |
| Keim Michael Officer | Sep 18, 2024 | 3,633 | $104.48K | Sep 18, 2024 | Stock Option Exercise |
| Schweitzer Jeffrey Officer, Director | Sep 18, 2024 | 4,541 | $130.57K | Sep 18, 2024 | Stock Option Exercise |
| Schweitzer Jeffrey Officer, Director | Sep 17, 2024 | 3,961 | $112.57K | Sep 17, 2024 | Stock Option Exercise |
| Keim Michael Officer | Sep 17, 2024 | 1,902 | $54.07K | Sep 17, 2024 | Stock Option Exercise |
| Schweitzer Jeffrey Officer, Director | Sep 5, 2024 | 200 | $5.65K | Sep 5, 2024 | Stock Option Exercise |