UVVNYSEWholesale-Farm Product Raw MaterialsFiscal year ends March 31
UNIVERSAL CORP /VA/
Financials through Q1 FY2027, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 5, 2026
$39.56−1.11 (-2.73%)
Close on Oct 19, 2026
- Market cap
- $992.22M
- P/E (TTM)
- 52.1
- Dividend yield
- 8.29%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
81.0%
20M of 25M shares
Institutional holders
232
32 new, 28 sold out
Net institutional buying
0M
In Q2 2026
Insider trades, 12 months
0 buys · 4 sales
Net sold $496.95K
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. | 3,705,879 | 15.00% | 13G (passive) amendment | Mar 31, 2025 |
| Dimensional Fund Advisors LP | 1,906,609 | 7.80% | 13G (passive) amendment | Dec 29, 2023 |
| Vanguard Portfolio Management | 1,781,041 | 7.14% | 13G (passive) | Mar 31, 2026 |
| Vanguard Capital Management | 1,251,975 | 5.02% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 1,239,027 | 5.00% | 13G (passive) | Dec 31, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of UVV | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 3,895,750 | 15.65% | $203.24M | +87,864 | 0.00% |
| Vanguard Portfolio Management LLC | 1,811,024 | 7.27% | $94.48M | +68,498 | 0.00% |
| Dimensional Fund Advisors LP | 1,764,415 | 7.09% | $92.05M | −10,442 | 0.02% |
| State Street Corp | 1,449,407 | 5.82% | $75.62M | +50,989 | 0.00% |
| Vanguard Capital Management LLC | 1,115,922 | 4.48% | $58.22M | +47,927 | 0.00% |
| Invesco Ltd. | 752,733 | 3.02% | $39.27M | −74,646 | 0.00% |
| Geode Capital Management, LLC | 648,150 | 2.60% | $33.82M | +44,460 | 0.00% |
| Charles Schwab Investment Management Inc | 424,680 | 1.71% | $22.16M | −53,345 | 0.00% |
| Prudential Financial Inc | 402,344 | 1.62% | $20.99M | −7,613 | 0.02% |
| First Trust Advisors LP | 391,184 | 1.57% | $20.41M | +37,529 | 0.01% |
| Morgan Stanley | 366,366 | 1.47% | $19.11M | +1,961 | 0.00% |
| Barclays PLC | 364,764 | 1.46% | $19.03M | −221,537 | 0.00% |
| Pzena Investment Management LLC | 363,477 | 1.46% | $18.96M | +33,989 | 0.06% |
| Two Sigma Investments, LP | 358,446 | 1.44% | $18.70M | −75,006 | 0.01% |
| Bank of New York Mellon Corp | 342,650 | 1.38% | $17.88M | +9,227 | 0.00% |
| D. E. Shaw & Co., Inc. | 320,245 | 1.29% | $16.71M | +146,479 | 0.01% |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | 297,320 | 1.19% | $15.51M | +14,198 | 0.02% |
| Qube Research & Technologies Ltd | 289,656 | 1.16% | $15.11M | −10,334 | 0.01% |
| Northern Trust Corp | 271,904 | 1.09% | $14.19M | +21,909 | 0.00% |
| Millennium Management LLC | 271,478 | 1.09% | $14.16M | +242,716 | 0.01% |
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 | 232 | 20M | 81.0% | 32 / 95 | 72 / 28 | 2M | 1M |
| Q1 2026 | 231 | 20M | 80.0% | 36 / 70 | 82 / 25 | 4M | 1M |
| Q4 2025 | 227 | 20M | 79.7% | 24 / 87 | 86 / 26 | 1M | 1M |
| Q3 2025 | 230 | 20M | 80.7% | 28 / 97 | 69 / 37 | 2M | 2M |
| Q2 2025 | 239 | 20M | 79.6% | 44 / 94 | 65 / 22 | 2M | 2M |
| Q1 2025 | 218 | 20M | 79.9% | 29 / 73 | 78 / 18 | 1M | 1M |
| Q4 2024 | 213 | 20M | 79.8% | 18 / 77 | 66 / 27 | 1M | 1M |
| Q3 2024 | 224 | 20M | 78.5% | 29 / 80 | 72 / 15 | 5M | 1M |
| Q2 2024 | 213 | 20M | 78.4% | 28 / 63 | 78 / 29 | 2M | 2M |
| Q1 2024 | 215 | 20M | 80.1% | 34 / 63 | 72 / 18 | 2M | 2M |
| Q4 2023 | 199 | 20M | 81.5% | 31 / 62 | 76 / 12 | 2M | 1M |
| Q3 2023 | 183 | 19M | 76.3% | 13 / 67 | 69 / 26 | 1M | 1M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of UVV | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Small-Cap ETF | 1,501,873 | 6.03% | $78.35M | 0.07% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 788,298 | 3.17% | $41.13M | 0.00% | Jun 30, 2026 |
| iShares Russell 2000 ETF | 652,757 | 2.62% | $34.05M | 0.04% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 572,074 | 2.30% | $29.85M | 0.02% | Jun 30, 2026 |
| U.S. Small Cap Value Portfolio | 530,139 | 2.13% | $27.93M | 0.14% | Jul 31, 2026 |
| Invesco High Yield Equity Dividend AchieversTM ETF | 523,168 | 2.10% | $27.57M | 2.44% | Jul 31, 2026 |
| Vanguard Small-Cap Value Index Fund | 362,083 | 1.45% | $18.89M | 0.03% | Jun 30, 2026 |
| Vanguard Consumer Staples Index Fund | 292,534 | 1.17% | $15.17M | 0.16% | May 31, 2026 |
| Global X SuperDividend U.S. ETF | 290,043 | 1.16% | $15.28M | 1.95% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 287,187 | 1.15% | $14.98M | 0.02% | Jun 30, 2026 |
| First Trust Dow Jones Global Select Dividend Index Fund | 279,546 | 1.12% | $14.58M | 1.04% | Jun 30, 2026 |
| Fidelity Small Cap Index Fund | 275,492 | 1.11% | $14.52M | 0.04% | Jul 31, 2026 |
| iShares Russell 2000 Value ETF | 240,645 | 0.97% | $12.55M | 0.09% | Jun 30, 2026 |
| State Street(R) SPDR(R) Portfolio S&P 600(TM) Small Cap ETF | 228,845 | 0.92% | $11.94M | 0.07% | Jun 30, 2026 |
| iShares S&P Small-Cap 600 Value ETF | 214,511 | 0.86% | $11.19M | 0.14% | Jun 30, 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 |
|---|---|---|---|---|
| Preston Douglas Wigner | Chairman, President & CEO | 127,914 | 0.51% | Jun 4, 2026 |
| Godoi Tatiana Santos | Chief Human Resources Officer | 4,492 | 0.02% | Jun 4, 2026 |
| Steven S. Diel | Senior VP & CFO | 34,892 | 0.14% | Jun 4, 2026 |
| McKeen Starke | Senior VP & Sales Director | 10,563 | 0.04% | Jun 4, 2026 |
| John Patrick O'Keefe | VP, Ingredients | 23,031 | 0.09% | Jun 4, 2026 |
| Scott J. Bleicher | VP & Controller | 20,842 | 0.08% | Jun 4, 2026 |
| Airton L. Hentschke | Senior VP & COO | 138,958 | 0.56% | Jun 4, 2026 |
| Catherine H. Claiborne | VP, Gen. Counsel & Secretary | 36,221 | 0.15% | Jun 4, 2026 |
| Johan C. Kroner | Senior VP & CFO | 69,297 | 0.28% | Jul 11, 2025 |
| Lennart R. Freeman | Director | 34,289 | 0.14% | Aug 11, 2026 |
| Jacqueline T. Williams | Director | 19,179 | 0.08% | Aug 6, 2026 |
| Fotini Emanuel Manolios | Director | 5,488 | 0.02% | Aug 6, 2026 |
| Robert C. Sledd | Director | 14,647 | 0.06% | Aug 6, 2026 |
| Arthur J. Schick Jr. | Director | 11,467 | 0.05% | Aug 6, 2026 |
| Greg Trojan | Director | 4,580 | 0.02% | Aug 6, 2026 |
| Diana F. Cantor | Director | 30,256 | 0.12% | Aug 6, 2026 |
| Thomas H. Tullidge Jr | Director | 22,123 | 0.09% | Aug 6, 2026 |
| Thomas H. Johnson | Director | 32,619 | 0.13% | Aug 7, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Lennart R. Freeman Director | Aug 10, 2026 | Sale | −1,782 | $49.82 | $88.78K | 16,935 |
| Fotini Emanuel Manolios Director | Aug 4, 2026 | Award | +2,650 | – | – | 5,488 |
| Robert C. Sledd Director | Aug 4, 2026 | Award | +2,650 | – | – | 14,647 |
| Arthur J. Schick Jr. Director | Aug 4, 2026 | Award | +2,650 | – | – | 11,467 |
| Greg Trojan Director | Aug 4, 2026 | Award | +4,580 | – | – | 4,580 |
| Diana F. Cantor Director | Aug 4, 2026 | Award | +2,650 | – | – | 30,256 |
| Thomas H. Tullidge Jr Director | Aug 4, 2026 | Award | +2,650 | – | – | 22,123 |
| Lennart R. Freeman Director | Aug 4, 2026 | Award | +2,650 | – | – | 18,717 |
| Jacqueline T. Williams Director | Aug 4, 2026 | Award | +2,650 | – | – | 19,179 |
| Robert C. Sledd Director | Jun 3, 2026 | Sale | −2,845 | $54.13 | $154.00K | 11,959 |
| Airton L. Hentschke Senior VP & COO | Jun 2, 2026 | Award | +10,765 | – | – | 138,958 |
| Airton L. Hentschke Senior VP & COO | Jun 2, 2026 | Award | +9,481 | – | – | 148,439 |
| Airton L. Hentschke Senior VP & COO | Jun 2, 2026 | Tax withholding | −4,276 | $54.38 | $232.53K | 144,163 |
| Steven S. Diel Senior VP & CFO | Jun 2, 2026 | Award | +5,315 | – | – | 34,892 |
| Steven S. Diel Senior VP & CFO | Jun 2, 2026 | Tax withholding | −183 | $54.38 | $9.95K | 35,172 |
| Steven S. Diel Senior VP & CFO | Jun 2, 2026 | Award | +463 | – | – | 35,355 |
| Catherine H. Claiborne VP, Gen. Counsel & Secretary | Jun 2, 2026 | Award | +7,980 | – | – | 36,221 |
| Catherine H. Claiborne VP, Gen. Counsel & Secretary | Jun 2, 2026 | Tax withholding | −1,041 | $54.38 | $56.61K | 37,593 |
| Catherine H. Claiborne VP, Gen. Counsel & Secretary | Jun 2, 2026 | Award | +2,413 | – | – | 38,634 |
| McKeen Starke Senior VP & Sales Director | Jun 2, 2026 | Award | +2,960 | – | – | 10,563 |
| McKeen Starke Senior VP & Sales Director | Jun 2, 2026 | Tax withholding | −484 | $54.38 | $26.32K | 11,200 |
| McKeen Starke Senior VP & Sales Director | Jun 2, 2026 | Award | +1,121 | – | – | 11,684 |
| Godoi Tatiana Santos Chief Human Resources Officer | Jun 2, 2026 | Award | +2,515 | – | – | 4,492 |
| Scott J. Bleicher VP & Controller | Jun 2, 2026 | Award | +1,560 | – | – | 20,842 |
| Scott J. Bleicher VP & Controller | Jun 2, 2026 | Tax withholding | −673 | $54.38 | $36.60K | 20,169 |
| Scott J. Bleicher VP & Controller | Jun 2, 2026 | Award | +2,210 | – | – | 19,282 |
| John Patrick O'Keefe VP, Ingredients | Jun 2, 2026 | Award | +3,168 | – | – | 23,031 |
| John Patrick O'Keefe VP, Ingredients | Jun 2, 2026 | Award | +3,825 | – | – | 19,863 |
| John Patrick O'Keefe VP, Ingredients | Jun 2, 2026 | Tax withholding | −1,366 | $54.38 | $74.28K | 21,665 |
| Preston Douglas Wigner Chairman, President & CEO | Jun 2, 2026 | Tax withholding | −2,001 | $54.38 | $108.81K | 127,253 |
| Preston Douglas Wigner Chairman, President & CEO | Jun 2, 2026 | Award | +4,436 | – | – | 129,254 |
| Preston Douglas Wigner Chairman, President & CEO | Jun 2, 2026 | Award | +20,890 | – | – | 124,818 |
| Airton L. Hentschke Senior VP & COO | Jun 1, 2026 | Tax withholding | −9,485 | $54.13 | $513.42K | 128,193 |
| Catherine H. Claiborne VP, Gen. Counsel & Secretary | Jun 1, 2026 | Tax withholding | −1,277 | $54.13 | $69.12K | 28,241 |
| Scott J. Bleicher VP & Controller | Jun 1, 2026 | Tax withholding | −882 | $54.13 | $47.74K | 17,072 |
| McKeen Starke Senior VP & Sales Director | Jun 1, 2026 | Tax withholding | −733 | $54.13 | $39.68K | 7,603 |
| Steven S. Diel Senior VP & CFO | Jun 1, 2026 | Tax withholding | −248 | $54.13 | $13.42K | 29,577 |
| Preston Douglas Wigner Chairman, President & CEO, Director | Jun 1, 2026 | Tax withholding | −2,461 | $54.13 | $133.21K | 103,928 |
| John Patrick O'Keefe VP, Ingredients | Jun 1, 2026 | Tax withholding | −1,685 | $54.13 | $91.21K | 16,038 |
| Scott J. Bleicher VP & Controller | Apr 1, 2026 | Award | +4,670 | – | – | 17,798 |
| Steven S. Diel Senior VP & CFO | Apr 1, 2026 | Award | +22,417 | – | – | 29,459 |
| Robert C. Sledd Director | Feb 26, 2026 | Sale | −1,000 | $53.95 | $53.95K | 14,768 |
| Lennart R. Freeman Director | Feb 19, 2026 | Sale | −3,746 | $53.45 | $200.22K | 15,993 |
| Godoi Tatiana Santos Chief Human Resources Officer | Nov 10, 2025 | Award | +1,920 | – | – | 1,920 |
| Preston Douglas Wigner Chairman, President & CEO, Director | Oct 1, 2025 | Tax withholding | −6,086 | $55.78 | $339.48K | 103,940 |
| Airton L. Hentschke Senior VP & COO | Aug 26, 2025 | Sale | −10,000 | $54.94 | $549.40K | 135,129 |
| Robert C. Sledd Director | Aug 15, 2025 | Sale | −4,617 | $53.25 | $245.86K | 15,698 |
| Lennart R. Freeman Director | Aug 11, 2025 | Sale | −2,800 | $52.89 | $148.09K | 19,669 |
| Fotini Emanuel Manolios Director | Aug 5, 2025 | Award | +2,670 | – | – | 2,670 |
| Diana F. Cantor Director | Aug 5, 2025 | Award | +2,290 | – | – | 27,462 |
| Thomas H. Johnson Director | Aug 5, 2025 | Award | +2,290 | – | – | 32,619 |
| Lennart R. Freeman Director | Aug 5, 2025 | Award | +2,290 | – | – | 22,469 |
| Arthur J. Schick Jr. Director | Aug 5, 2025 | Award | +2,290 | – | – | 8,673 |
| Jacqueline T. Williams Director | Aug 5, 2025 | Award | +2,290 | – | – | 16,385 |
| Thomas H. Tullidge Jr Director | Aug 5, 2025 | Award | +2,290 | – | – | 19,329 |
| Robert C. Sledd Director | Aug 5, 2025 | Award | +2,290 | – | – | 20,315 |
| Johan C. Kroner Senior VP & CFO | Jul 11, 2025 | Award | +11,025 | – | – | 69,297 |
| Scott J. Bleicher VP & Controller | Jun 2, 2025 | Tax withholding | −671 | $65.30 | $43.82K | 12,883 |
| McKeen Starke Senior VP & Sales Director | Jun 2, 2025 | Tax withholding | −192 | $65.30 | $12.54K | 7,954 |
| Johan C. Kroner Senior VP & CFO | Jun 2, 2025 | Tax withholding | −3,032 | $65.30 | $197.99K | 58,272 |
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 |
|---|---|---|---|---|---|
| Lennart R. Freeman Director | Aug 10, 2026 | 1,782 | $88.77K | Aug 10, 2026 | Compensation |
| Johan C. Kroner Officer | Jun 4, 2026 | 33,250 | $1.75M | Jun 1, 2026 | Stock Awards |
| Robert C. Sledd Director | Jun 3, 2026 | 2,845 | $152.96K | Jun 3, 2026 | Compensation |
| Robert C. Sledd Director | Feb 26, 2026 | 1,000 | $53.50K | Feb 26, 2026 | Compensation |
| Lennart R. Freeman Director | Feb 19, 2026 | 3,746 | $200.22K | Feb 19, 2026 | Compensation |
| Airton L. Hentschke Officer | Aug 26, 2025 | 10,000 | $554.46K | Aug 26, 2025 | Performance Shares |
| Robert C. Sledd Director | Aug 15, 2025 | 4,617 | $244.23K | Aug 15, 2025 | RSU's |
| Lennart R. Freeman Director | Aug 11, 2025 | 2,800 | $146.68K | Aug 11, 2025 | Grant |
| Candace C. Formacek Officer | Nov 22, 2023 | 3,767 | $206.94K | Nov 22, 2023 | RSA |
| Robert C. Sledd Director | Nov 21, 2023 | 2,000 | $106.76K | Nov 20, 2023 | compensation |
| Jacqueline T. Williams Board Member | Nov 15, 2023 | 183 | $9.72K | Nov 15, 2023 | Board Compensation |
| Airton L. Hentschke Officer | Nov 8, 2023 | 4,368 | $229.10K | Nov 8, 2023 | Restricted Stock Award |
| Lennart R. Freeman Director | Aug 8, 2023 | 1,847 | $90.06K | Aug 8, 2023 | Grant |
| Preston Douglas Wigner Officer | Jun 7, 2023 | 3,000 | $156.84K | Jun 7, 2023 | Restricted Stock Award |