UVSP UNIVEST FINANCIAL Corp

company

SEC Filings & Insider Trading Activity 2026

Business Overview

• • Core business model: Pennsylvania-focused full-service financial institution providing banking, wealth management, insurance, and equipment financing
• • New emphasized segment: Growth and investment in employee training and inclusive culture via Univest University and Univest United initiatives
• • Strategic shift: Increased focus on employee engagement, inclusion, and community volunteering with 15,255 volunteer hours logged in 2025
• • Notable metric: Total assets $8.4 billion; 960 employees with 144 promotions in 2025; annual turnover rate 17.5% below industry average of 25.1%
• • Unique fact: In 2025, 33,000 employee training hours delivered alongside diversity-oriented Employee Resource Groups RISE and EMBRACE expansion

Risk Factors

• • Regulatory risk: Compliance with private mortgage insurance requirements on loans exceeding 80% loan-to-value ratio to mitigate credit risk
• • Macroeconomic exposure: $960.1 million certificates of deposit maturing within one year, risk of costly refinancing if deposits not retained
• • Operational risk: Residual value risk on leased equipment, mitigated by $1.00 buyout leases covering entire equipment cost in contractual payments
• • Competitive threat: Increased competition for non-brokered deposits from banks, credit unions, savings institutions, mutual funds, and security dealers
• • Financial risk: Reliance on wholesale funding including brokered deposits and secured borrowing lines with $2.3 billion available borrowing capacity as of December 31, 2025

Management Discussion & Analysis

• • Revenue performance not disclosed in the provided MD&A section
• • Profitability or margin change not reported in the given text
• • No segment performance figures or details mentioned
• • Cash flow, buybacks, dividends, capex not included
• • Forward-looking statements acknowledge risks and uncertainties, no specific guidance provided

What are the latest UVSP SEC filings in 2026?

UNIVEST FINANCIAL Corp (UVSP) has filed a 10-K annual report on February 23, 2026, a 10-Q quarterly report on April 28, 2026, an 8-K current report on July 27, 2026 with the SEC. SignalX tracks every new SEC EDGAR filing daily, including 10-K, 10-Q, 8-K, and Form 4 insider transactions, with AI-powered summaries of key sections.

When did UVSP file its most recent 10-K annual report?

UNIVEST FINANCIAL Corp (UVSP) filed its most recent 10-K annual report on February 23, 2026. The 10-K includes audited financial statements, business overview, risk factors, and management discussion, all available on SignalX with AI-generated summaries and XBRL financial data.

How do I view UVSP 10-Q quarterly reports?

UNIVEST FINANCIAL Corp (UVSP)'s most recent 10-Q quarterly report was filed on April 28, 2026. SignalX displays every UVSP 10-Q with AI-generated summaries of the MD&A (Management Discussion & Analysis) and Risk Factors sections, plus links to the original SEC EDGAR document.

What 8-K current reports has UVSP filed recently?

UNIVEST FINANCIAL Corp (UVSP)'s most recent 8-K was filed on July 27, 2026. 8-K filings disclose material corporate events such as earnings releases, executive changes, mergers, and other significant developments. SignalX surfaces each 8-K with item-level summaries so you can quickly see what happened.

Where can I find UVSP insider trading activity (Form 4)?

SignalX aggregates every UVSP Form 4 insider transaction from SEC EDGAR. Form 4 reports show when officers, directors, and 10% shareholders buy or sell company stock, with transaction code, share count, and price per share.

How often does UVSP file with the SEC?

UNIVEST FINANCIAL Corp (UVSP) files a 10-K annual report once per year (typically within 60 days of fiscal year-end) and 10-Q quarterly reports three times per year. 8-K current reports are filed as needed when material events occur, and Form 4 insider transaction reports are due within two business days of a trade. SignalX monitors SEC EDGAR daily to surface every new UVSP filing with AI-powered analysis.

What is the difference between 10-K, 10-Q, and 8-K SEC filings?

A 10-K is a comprehensive annual report with audited financials, business overview, and risk factors. A 10-Q is a shorter quarterly report with unaudited financials and management discussion. An 8-K is a current report filed when a material event occurs, such as earnings releases, executive changes, acquisitions, or other significant developments. SignalX provides AI-generated summaries for all three filing types for UNIVEST FINANCIAL Corp (UVSP).

What is UVSP's SEC CIK number?

UNIVEST FINANCIAL Corp (UVSP)'s SEC CIK (Central Index Key) number is 102212. The CIK is a unique identifier assigned by the SEC to every filing entity. You can use CIK 102212 to look up all UVSP filings on SEC EDGAR, or browse them here on SignalX with AI-powered analysis.

Where can I find UVSP return on equity (ROE) and financial data?

SignalX extracts XBRL financial data from UNIVEST FINANCIAL Corp (UVSP) 10-K annual filings, including revenue, net income, gross profit, operating income, EPS, total assets, stockholders' equity, and operating cash flow. Return on equity (ROE) can be derived from net income divided by stockholders' equity. Multi-year financial trends are displayed in the Financial Summary table above.