Companies / Univest Financial Corp

Univest Financial Corp

Nasdaq: UVSPCIK 102212SOUDERTON, PA

Financials · FY2025

Revenue$328.06M
Net income$90.76M
Total debt$228.90M
Cash—
Diluted EPS$3.13
Shares outstanding27.6M

Ownership

27.6M shares outstanding · as of Jul 27, 2026
1.6%Insiders
Ownership
Insiders1.64%452,413
10%+ / strategic12.06%3,327,235
Institutions73.58%20,293,676
Public float12.72%3,507,444

% of common shares outstanding (exact, from the latest cover-page filing). Institutions are quarterly 13F snapshots; insiders reflect current officers & directors.

Insiders 17

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Insider% of sharesShares
Schweitzer Jeffrey MCEOChairman, President & CEO · Director
0.40%110,513
Keim Michael SSenior EVP & COO
0.24%66,979
Petro Thomas MDirector
0.19%52,031
Santana Megan DSr EVP & Chief Risk Officer
0.13%35,975
Turner Michael L.Director
0.12%32,504
Richardson Brian JSr EVP & CFO
0.09%24,228
Wonderling Robert CDirector
0.07%19,373
Zimmerman Charles HDirector
0.06%17,419
Paquin NatalyeDirector
0.06%17,004
Benning Todd SDirector
0.06%16,127

Institutional holders 201

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HolderValue% of shares
BlackRock, Inc.$149.50M12.39%
Fmr LLC$83.57M9.25%
Dimensional Fund Advisors LP$61.53M6.81%
Vanguard Group Inc$54.45M6.03%
State Street Corporation$43.40M3.60%
Manufacturers Life Insurance Company, the$39.14M4.33%
Pzena Investment Management LLC$36.51M3.03%
Geode Capital Management, LLC$27.10M2.87%
American Century Companies Inc$22.96M2.54%
Univest Financial Corp$22.03M1.83%

Activity

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InsidersInstitutions
What insiders are doing in this stock (Form 4).
DateActorActionSecurityValueShares ΔPosition afterImpact
Jun 8, 2026Schweitzer Jeffrey M
CEO
SellCommon$570.0K-14K
-11.20%
110,513
0.40% of shares
medium
Apr 27, 2026Paquin Natalye
Director
SellCommon$491.4K-13K
-43.33%
17,004
0.06% of shares
medium
Jun 8, 2026Schweitzer Jeffrey M
CEO
ExerciseCommon$397.1K+14K
+12.61%
124,446
0.45% of shares
low
May 5, 2026Keim Michael S
Executive
SellCommon$280.4K-7K
-9.76%
66,979
0.24% of shares
medium
Mar 15, 2026Schweitzer Jeffrey M
CEO
OtherCommon$262.3K-8K
-6.76%
110,513
0.40% of shares
low
May 5, 2026Keim Michael S
Executive
ExerciseCommon$206.5K+7K
+10.82%
74,224
0.27% of shares
low
Mar 15, 2026Keim Michael S
Executive
OtherCommon$142.3K-4K
-6.10%
66,979
0.24% of shares
low
Jun 8, 2026Santana Megan D
Executive
SellCommon$113.8K-3K
-7.19%
35,975
0.13% of shares
medium

5%+ ownership events

Schedule 13D / 13G
FilerStance% of classSharesDate
Vanguard Group IncPassive13G/A—0—
Fmr LLCPassive13G/A—1,902,324—
Vanguard Capital ManagementPassive13G—1,424,911—

Securities

via CUSIP / OpenFIGI
SymbolTypeMarketCUSIPFIGI
UVSP——915271100—