UVV at a glance
UNIVERSAL CORP /VA/ (UVV, SEC CIK 102037) filed its latest 10-K annual report on June 1, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 18, 2026 and Form 4 insider filings as recently as October 5, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended March 31, 2026 (FY2026), UNIVERSAL CORP /VA/ (UVV) reported revenue of $2.9 billion (down 1.3% from FY2025) and net income of $32.6 million. Diluted EPS was $1.30.
- As of June 30, 2026, 32 institutional investment managers tracked by SignalX reported holding UNIVERSAL CORP /VA/ (UVV) shares worth $729.8 million in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Freeman Lennart R. on August 10, 2026 of 1,782 shares at $49.82 per share.
- In the last 90 days, UVV insiders reported 0 open-market purchases ($0) and 1 open-market sale ($89K) on Form 4, a net sale of $89K.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $2.9B
- −1.3% vs prior year
- Insiders · 90 days
- 0 buys · 1 sell
- Net −$89K
- 13F holders
- 32 funds
- $729.8M · +0 vs prior quarter
- Latest 8-K
- Sep 18, 2026
- Item 5.02
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jun 30, 2026
Management Discussion & Analysis
- Revenue $523.8M, down 12% YoY from $593.8M, driven by tobacco volumes down 9% and prices down 6%
- Gross margin 15.9% vs 19.2% YoY; operating income $2.3M vs $33.8M
- Best segment Tobacco revenue $437.1M; worst Ingredients operating loss $0.7M vs $1.7M income YoY
- Operating cash use $117.1M, down $88.0M YoY; cash $173.6M vs $178.4M
- Outlook: consistent fiscal 2027 demand; oversupply, consumer weakness, tariffs, and high Lancaster fixed costs remain headwinds
Risk Factors
- No material changes to risk factors disclosed in the 2026 Form 10-K
- Credit-facility covenant risk, including minimum tangible net worth and maximum debt limits
- Dividend restriction risk if financial covenants are breached
- Share-repurchase capacity risk, with $97,254,583 remaining through November 15, 2026
AI summary of the UVV 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.02: Departure/Appointment of Directors or Principal Officers
- J. Patrick O’Keefe terminated without cause as Vice President, Ingredients, effective September 15, 2026
- Planned retirement previously announced for July 29, 2026
Item 2.02: Results of Operations and Financial Condition
- Q1 fiscal 2026 results for quarter ended June 30, 2026
- Press release issued August 5, 2026 and furnished as Exhibit 99.1
Item 5.07: Submission of Matters to a Vote of Security Holders
- Shareholders re-elected Arthur J. Schick Jr., Gregory A. Trojan, and Jaqueline T. Williams to three-year director terms
- Executive compensation received advisory approval, with 17,015,988 votes for and 259,565 against
Item EX-99.1: Item EX-99.1
- Q1 FY2027 revenue fell 12% to $523.8M, while operating income plunged 93% to $2.3M amid tobacco oversupply and unfavorable mix
- Net loss of $5.0M versus $8.5M profit, with diluted EPS $(0.20) versus $0.34; $4.5M tax benefit partially offset pretax losses
Item 5.02: Departure/Appointment of Directors or Principal Officers
- J. Patrick O’Keefe intends to retire as Vice President, Ingredients and Senior Vice President, Universal Ingredients
- O’Keefe remains in role until successor appointment, reducing near-term operational disruption
AI summaries of UVV 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for UVV
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Wigner Preston Douglas | F | Oct 1, 2026 | 6,469 | $41.68 |
| Freeman Lennart R. | Sell | Aug 10, 2026 | 1,782 | $49.82 |
| Williams Jacqueline T. | A | Aug 4, 2026 | 2,650 | - |
| Schick Arthur J. Jr. | A | Aug 4, 2026 | 2,650 | - |
| Freeman Lennart R. | A | Aug 4, 2026 | 2,650 | - |
| SLEDD ROBERT C | A | Aug 4, 2026 | 2,650 | - |
| Cantor Diana F | A | Aug 4, 2026 | 2,650 | - |
| Tullidge Thomas H Jr | A | Aug 4, 2026 | 2,650 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | $2.7B | $2.9B | $2.9B |
| Operating Income | - | $232.8M | $168.5M |
| Net Income | $119.6M | $95.0M | $32.6M |
| Op. Margin | - | 8.0% | 5.8% |
| Net Margin | 4.4% | 3.3% | 1.1% |
| Balance Sheet | |||
| Total Assets | - | $3.0B | $2.8B |
| Equity | $1.4B | $1.5B | $1.4B |
| ROE | 8.3% | 6.5% | 2.3% |
| Per Share | |||
| EPS | - | $3.78 | $1.30 |
| Cash Flow | |||
| Operating CF | - | $327.0M | $129.1M |
| CapEx | $66.0M | $62.6M | $48.8M |
Source: XBRL data in UNIVERSAL CORP /VA/ (UVV)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate UVV share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 32 | $729.8M |
| Q1 2026 | 32 | $716.1M |
| Q4 2025 | 29 | $709.4M |
| Q3 2025 | 30 | $757.3M |
| Q2 2025 | 31 | $741.3M |
| Q1 2025 | 26 | $517.3M |
| Q4 2024 | 23 | $457.0M |
| Q3 2024 | 20 | $277.0M |
- Millennium Management+242.7K (+844%)
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- BlackRock+87.9K (+2%)
- Vanguard Portfolio Management LLC+68.5K (+4%)
- State Street Corp+51.0K (+4%)
- Citadel Advisors LLC−87.1K (-48%)
- Two Sigma Investments−75.0K (-17%)
- Invesco Ltd−74.6K (-9%)
- Renaissance Technologies LLC−66.6K (-83%)
- Ameriprise Financial−22.1K (-30%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 223 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
UVV filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 5, 2026 | - | - | - |
| 8-K | Sep 18, 2026 | - | Analysis | - |
| 4 | Aug 11, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 4 | Aug 6, 2026 | - | - | - |
| 8-K | Aug 5, 2026 | - | Analysis | - |
| 10-Q | Aug 5, 2026 | Jun 30, 2026 | Analysis | |
| 8-K | Aug 4, 2026 | - | Analysis | - |
| 4 | Jun 8, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 4 | Jun 4, 2026 | - | - | |
| 10-K | Jun 1, 2026 | Mar 31, 2026 | - | |
| 8-K | May 28, 2026 | - | Analysis |
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UVV SEC filings: frequently asked questions
Are UVV insiders buying or selling?
In the last 90 days, UNIVERSAL CORP /VA/ (UVV) officers, directors and 10% owners reported no open-market purchases and 1 open-market sale worth $88,777 by 1 insider on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold UVV stock?
As of June 30, 2026, the largest UNIVERSAL CORP /VA/ (UVV) holders among the 13F filers tracked by SignalX were BlackRock ($203.2 million), Vanguard Portfolio Management LLC ($94.5 million), Dimensional Fund Advisors ($92.1 million), State Street Corp ($75.6 million), Vanguard Capital Management LLC ($58.2 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was UVV's revenue in fiscal year 2026?
For the fiscal year ended March 31, 2026 (FY2026), UNIVERSAL CORP /VA/ (UVV) reported revenue of $2.9 billion (down 1.3% from FY2025) and net income of $32.6 million. Diluted EPS was $1.30. The figures come from the XBRL data in the 10-K.
What did UVV report in its latest 8-K?
UNIVERSAL CORP /VA/ (UVV) filed an 8-K on September 18, 2026 reporting Item 5.02 (Departure/Appointment of Directors or Principal Officers). J. Patrick O’Keefe terminated without cause as Vice President, Ingredients, effective September 15, 2026.
What are the latest UVV SEC filings?
UNIVERSAL CORP /VA/ (UVV) filed its latest 10-K annual report on June 1, 2026, a 10-Q quarterly report on August 5, 2026, an 8-K current report on September 18, 2026 and a Form 4 insider filing on October 5, 2026.
What is UVV's SEC CIK number?
UNIVERSAL CORP /VA/ (UVV)'s SEC Central Index Key (CIK) is 102037. EDGAR lists every UVV filing under that number.
Ask anything about UVV
The research agent reads UVV's filings, financials, insider trades and 13F holders, then answers with sources.