UVSP Univest Financial (UVSP) Insider Trading, Ownership & Congress Trades
Banks · State commercial banks · CIK 0000102212
Form 144 · 1
Insider buyers, 180 days
0
House members buying, 1 year
0
STOCK Act, US House only, disclosed up to 45 days after the trade
Funds added, last quarter
111
13F, latest reported quarter
Conversions, 180 days
4
Codes C/M, not in net · $742.6K priced
What the filings say about UVSP
Insiders, 180 days
-$1.6M net sold
6 sellers · 0% of sales under a 10b5-1 plan
Congress, 1 year
No trades
Last one: sale, 2025-05-12
Planned sales (Form 144), 90 days
$340.0K
1 notice
Univest Financial insider trades (Form 4)
Form 4 buys and sells (codes P and S). Grants, option exercises
and conversions excluded.
Over the last 180 days, UNIVEST FINANCIAL Corp insiders sold a net $1.6M of stock across 74 Form 4 purchases and sales, with no insider buying. Source: SEC Form 4 filings, as of 2026-10-27.
Insider
Filed
Shares
Value
Since filing
Context
- 4 earlier Form 4 trades (code P or S) here by this insider (4 sales), the last on Aug 27, 2025.
- The trade is 10.6% of the 47,238 shares held after it.
- 1 other insider sold within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director PETRO THOMAS M sold about $208.4K of UVSP on Aug 24, 2026; 1 other insider sold within 30 days and 111 funds added in the latest 13F quarter.Context
- First Form 4 purchase or sale (code P or S) here by this insider on our record.
- The trade is 32.4% of the 24,684 shares held after it.
- 1 other insider sold within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Director Turner Michael L. sold about $344.3K of UVSP on Aug 13, 2026; 1 other insider sold within 30 days and 111 funds added in the latest 13F quarter.Context
- 1 earlier Form 4 trade (code P or S) here by this insider (1 sale), the last on Dec 12, 2025.
- The trade is 7.7% of the 35,975 shares held after it.
- 2 other insiders sold within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr EVP & Chief Risk Officer Santana Megan D sold about $113.8K of UVSP on Jun 8, 2026; 2 other insiders sold within 30 days and 111 funds added in the latest 13F quarter.Context
- 2 earlier Form 4 trades (code P or S) here by this insider (2 sales), the last on Dec 12, 2025.
- The trade is 8.6% of the 24,228 shares held after it.
- 2 other insiders sold within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Sr EVP & CFO Richardson Brian J sold about $85.5K of UVSP on Jun 8, 2026; 2 other insiders sold within 30 days and 111 funds added in the latest 13F quarter.Context
- 13 earlier Form 4 trades (code P or S) here by this insider (13 sales), the last on Dec 12, 2025.
- The trade is 12.6% of the 110,513 shares held after it.
- 2 other insiders sold within 30 days.
- 111 funds added in the 13F quarter to Jun 30, 2026.
Insider activity: Chairman, President & CEO SCHWEITZER JEFFREY M sold about $570.0K of UVSP on Jun 8, 2026, the largest insider sale at the company since 2023; 2 other insiders sold within 30 days and 111 funds added in the latest 13F quarter.74 transactions on record
Since filing: total return from the first close after the filing to the latest close, dividend-adjusted. Not a forecast.
Context lines are counts over the filings above and returns from our own price history, never a price level. Not investment advice.
Seven facts, ranked against the sector ·
Rank is not a forecast
Insiders
net -$1.6M over 180 days
-$552.7K over 90 days
below 78% of Banks
Congress
no House purchase disclosed in the last 12 months
Funds
111 funds bought in last quarter
more than 61% of Banks
Revenue
+9.6% year over year
more than 68% of Banks
Margin
27.7% net margin
below 78% of Banks
Buybacks
$28.5M repurchased, FY to 2026-06-30
more than 69% of Banks
Short interest
3.7% of the float short (float per yahoo 2026-10-26) · 3.9 days to cover · settled 2026-09-30
more than 61% of Banks
What changed in the last 30 days
Nothing new filed in the last 30 days
Watch UVSP
A free account keeps a watchlist and can send one email a day when insiders, funds or Congress file on the names in it. No password and no card.
The year, with the filings on it
Total return over 12 months. Each marker is a filing; hover or tap one for the detail.
+45.2%12M
Insider buyInsider sellForm 144 (planned sale)
Indexed to 100, dividend-adjusted, not a price chart.
When a name files heavily, the largest trades are drawn first.
Who owns UVSP: institutional holders (13F)
13F holdings, latest reported quarter
3,417,251 sh
$149.5M
1,896,670 sh
$83.0M
1,570,525 sh
$68.7M
1,187,660 sh
$52.0M
991,985 sh
$43.4M
Congress trades in UVSP
STOCK Act disclosures, US House only, filed up to 45 days after the trade
Sold 2025-05-12 · disclosed 41 days later
$15,001 - $50,000
Activist and 5% holders (13D/13G)
No 5%+ ownership filings
Nobody has filed for crossing 5%. That is a fact, not missing data.
UVSP planned insider sales (Form 144)
Notice of intent to sell, filed before any sale
Michael Turner
Filed 2026-08-13
$340.0K
UVSP mutual fund holders (N-PORT)
Funds ranked by the share of their own portfolio in this stock (N-PORT).
Select Banking Portfolio
$9.5M position · as of 2026-05-31
2.1%
Pzena Small Cap Value Fund
$1.4M position · as of 2026-05-31
1.5%
Small Cap Core Trust
$4.3M position · as of 2026-06-30
1.2%
Small Cap Core Fund
$20.8M position · as of 2026-07-31
1.1%
Touchstone Funds Group Trust-Touchstone Small Cap Value Fund
$2.1M position · as of 2026-06-30
0.9%
Royce Capital Fund - Small-Cap Portfolio
$1.4M position · as of 2026-06-30
0.7%
SEC N-PORT, monthly, about 60 days late · funds ≥ $10M ·
% is the share of the fund's own portfolio
Executive pay vs shareholder return · 1.
CEO pay, headline and as actually paid, against the company's
return and its chosen peers' (DEF 14A).
FY
CEO total
Actually paid
Other execs, avg
TSR
Peer TSR
2025
$2.1M
$2.3M
$932.7K
+88%
+29%
2024
$1.9M
$2.5M
$851.3K
+64%
+24%
2023
$1.6M
$1.4M
$717.3K
+18%
+6%
2022
$1.8M
$1.7M
$806.2K
+35%
+14%
2021
$1.6M
$2.1M
$691.3K
+50%
+40%
Tagged by the company under SEC Item 402(v). Returns are
cumulative from the start of the disclosure period. Green where the company beat its own peer group.
Live price
Daily candles from TradingView, under their licence. No filings marked.
Why this name is on the desk
Insiders have filed to sell, before selling.
The record shows a net $1.6M sold by insiders over 180 days, 111 funds added last quarter, $340.0K in planned Form 144 sales. Each figure is a federal filing, dated the day it went public.
UVSP financials
Revenue growth
+9.6%
XBRL, annual
Net margin
27.7%
Ratios from the company's XBRL filings, latest filings
Revenue, TTM
$339.6M
four quarters, 2025-07-01 to 2026-06-30
Revenue, TTM UVSP
| FY Dec 2025 | $328.1M |
| FY Dec 2024 | $299.2M |
| FY Dec 2023 | $0 |
| FY Dec 2022 | $0 |
| FY Dec 2021 | $0 |
| Jun 2026 | $84.4M |
| Mar 2026 | $87.5M |
| Dec 2025 | $84.6M |
| Sep 2025 | $83.2M |
| Jun 2025 | $81.0M |
| Mar 2025 | $79.2M |
| Dec 2024 | $76.8M |
| Sep 2024 | $73.4M |
At each fiscal year end
Single quarter
Net margin, TTM
+29.0%
net income over revenue, 2025-07-01 to 2026-06-30
Net margin, TTM UVSP
| FY Dec 2025 | +27.7% |
| FY Dec 2024 | +25.4% |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | +27.2% |
| Mar 2026 | +31.0% |
| Dec 2025 | +26.9% |
| Sep 2025 | +30.8% |
| Jun 2025 | +24.7% |
| Mar 2025 | +28.3% |
| Dec 2024 | +24.7% |
| Sep 2024 | +25.3% |
At each fiscal year end
Single quarter
Free cash flow, TTM
$105.8M
operating cash flow minus capex, 2025-07-01 to 2026-06-30
Free cash flow, TTM UVSP
| FY Dec 2025 | $96.9M |
| FY Dec 2024 | $72.0M |
| FY Dec 2023 | $83.0M |
| FY Dec 2022 | $104.2M |
| FY Dec 2021 | $96.5M |
| Jun 2026 | $22.9M |
| Mar 2026 | $21.6M |
| Dec 2025 | $30.0M |
| Sep 2025 | $31.4M |
| Jun 2025 | $21.9M |
| Mar 2025 | $13.7M |
| Dec 2024 | $27.4M |
| Sep 2024 | $38.3M |
At each fiscal year end
Single quarter
Debt to equity
0.24x
long-term 2020-03-31 (76 months older than the period end) plus current 2026-06-30; equity 2026-06-30
Debt to equity UVSP
| FY Dec 2025 | 0.25x |
| FY Dec 2024 | 0.25x |
| FY Dec 2023 | 0.26x |
| FY Dec 2022 | 0.52x |
| FY Dec 2021 | 0.30x |
| Jun 2026 | 0.24x |
| Mar 2026 | 0.25x |
| Dec 2025 | 0.25x |
| Sep 2025 | 0.24x |
| Jun 2025 | 0.24x |
| Mar 2025 | 0.24x |
| Dec 2024 | 0.25x |
| Sep 2024 | 0.25x |
At each fiscal year end
Trailing four quarters at each quarter end
Cash flow to debt
0.48x
TTM operating cash flow over long-term 2020-03-31 (76 months older than the period end) plus current 2026-06-30
Cash flow to debt UVSP
| FY Dec 2025 | 0.43x |
| FY Dec 2024 | 0.34x |
| FY Dec 2023 | 0.41x |
| FY Dec 2022 | 0.27x |
| FY Dec 2021 | 0.44x |
| Jun 2026 | 0.48x |
| Mar 2026 | 0.46x |
| Dec 2025 | 0.43x |
| Sep 2025 | 0.45x |
| Jun 2025 | 0.49x |
| Mar 2025 | 0.37x |
| Dec 2024 | 0.34x |
| Sep 2024 | 0.34x |
At each fiscal year end
Trailing four quarters at each quarter end
Return on equity
+10.5%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on equity UVSP
| FY Dec 2025 | +9.9% |
| FY Dec 2024 | +8.8% |
| FY Dec 2023 | +8.8% |
| FY Dec 2022 | +10.1% |
| FY Dec 2021 | +12.5% |
| Jun 2026 | +10.5% |
| Mar 2026 | +10.3% |
| Dec 2025 | +9.9% |
| Sep 2025 | +9.6% |
| Jun 2025 | +9.0% |
| Mar 2025 | +8.9% |
| Dec 2024 | +8.8% |
| Sep 2024 | +8.7% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on assets
+1.2%
TTM net income over average of 2025-06-30 and 2026-06-30
Return on assets UVSP
| FY Dec 2025 | +1.1% |
| FY Dec 2024 | +1.0% |
| FY Dec 2023 | +0.9% |
| FY Dec 2022 | +1.1% |
| FY Dec 2021 | +1.4% |
| Jun 2026 | +1.2% |
| Mar 2026 | +1.2% |
| Dec 2025 | +1.1% |
| Sep 2025 | +1.0% |
| Jun 2025 | +1.0% |
| Mar 2025 | +1.0% |
| Dec 2024 | +1.0% |
| Sep 2024 | +0.9% |
At each fiscal year end
Trailing four quarters at each quarter end
Return on invested capital
n/a
fewer than four consecutive quarters of operating income
Return on invested capital UVSP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Return on capital employed
n/a
fewer than four consecutive quarters of operating income
Return on capital employed UVSP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
P/E, trailing
12.21x
close 2026-10-26 over four quarters of diluted EPS, 2025-07-01 to 2026-06-30
P/E, trailing UVSP
| FY Dec 2025 | 10.43x |
| FY Dec 2024 | 11.44x |
| FY Dec 2023 | 9.14x |
| FY Dec 2022 | 9.90x |
| FY Dec 2021 | 9.59x |
| Jun 2026 | 12.64x |
| Mar 2026 | 10.29x |
| Dec 2025 | 10.43x |
| Sep 2025 | 10.04x |
| Jun 2025 | 11.00x |
| Mar 2025 | 10.66x |
| Dec 2024 | 11.44x |
| Sep 2024 | 11.30x |
At each fiscal year end
Trailing four quarters at each quarter end
Enterprise value
n/a
no cash line filed
Enterprise value UVSP
| FY Dec 2025 | n/a |
| FY Dec 2024 | n/a |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | n/a |
| Jun 2026 | n/a |
| Mar 2026 | n/a |
| Dec 2025 | n/a |
| Sep 2025 | n/a |
| Jun 2025 | n/a |
| Mar 2025 | n/a |
| Dec 2024 | n/a |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
FCF yield
+9.1%
TTM free cash flow over market value at close 2026-10-26
FCF yield UVSP
| FY Dec 2025 | +10.4% |
| FY Dec 2024 | +8.4% |
| FY Dec 2023 | +12.8% |
| FY Dec 2022 | +13.6% |
| FY Dec 2021 | +10.9% |
| Jun 2026 | +8.7% |
| Mar 2026 | +10.9% |
| Dec 2025 | +10.4% |
| Sep 2025 | +10.9% |
| Jun 2025 | +11.7% |
| Mar 2025 | +9.1% |
| Dec 2024 | +8.4% |
| Sep 2024 | +8.6% |
At each fiscal year end
Trailing four quarters at each quarter end
PEG, trailing
0.46x
P/E over trailing EPS growth of 27%: four quarters to 2026-06-30 against the four to 2025-06-30
PEG, trailing UVSP
| FY Dec 2025 | 0.48x |
| FY Dec 2024 | 1.62x |
| FY Dec 2023 | n/a |
| FY Dec 2022 | n/a |
| FY Dec 2021 | 0.10x |
| Jun 2026 | 0.47x |
| Mar 2026 | 0.41x |
| Dec 2025 | 0.48x |
| Sep 2025 | 0.50x |
| Jun 2025 | 0.93x |
| Mar 2025 | 0.94x |
| Dec 2024 | 1.62x |
| Sep 2024 | n/a |
At each fiscal year end
Trailing four quarters at each quarter end
Price as of 2026-10-26. Hover or tap a tile for its yearly and quarterly history.
Method
TTM is four consecutive fiscal quarters; Q4 is the year minus nine months when not filed. Returns use the average of opening and closing balances. EBIT is approximated by operating income. PEG uses trailing EPS growth.
Fundamentals
Annual figures from XBRL filings. Pick a past date to see them as known then.
| 2025-12 | 2024-12 | 2023-12 | 2022-12 | |
|---|---|---|---|---|
| Revenue | $328.1M | $299.2M | $296.8M | $296.2M |
| Net income | $90.8M | $75.9M | $71.1M | $78.1M |
| EPS (diluted) | 3.13 | 2.58 | 2.41 | 2.64 |
| Operating cash flow | $101.5M | $75.1M | $89.7M | $109.5M |
| Buybacks | $34.6M | $18.9M | $462.0K | $11.4M |
| Dividends paid | $25.3M | $24.8M | $25.1M | $24.6M |
SEC XBRL, fiscal years, as known on 2026-10-27
UVSP Stock Sonar score 6/7 axes
Find similar shapesCompareUVSP ranks highest on growth (68th percentile) and institutional and government (61st), and lowest on insider conviction (10th), among Banks peers.
6 of 7 axes scored. Each is a percentile against sector peers (all companies when the sector is thin); higher is better. An unscored axis is unmeasured, not low. How it is scored
UVSP filings, in plain words
Are Univest Financial insiders buying or selling UVSP?
In the 180 days to 2026-10-27, Univest Financial insiders were net sellers, a net $1.6M across purchases and sales reported on Form 4, by 6 sellers.
Have members of Congress traded UVSP?
Yes, but not in the year to 2026-10-27; the latest on record is a sale by Jefferson Shreve dated 2025-05-12.
Are there planned insider sales of UVSP?
Yes. 1 Form 144 notice of planned insider sales was filed in the 90 days to 2026-10-27, covering $340.0K of stock; the latest, by Michael Turner, was filed 2026-08-13.
Read the full summary
In the 180 days to 2026-10-27, Univest Financial insiders were net sellers of UVSP, a net $1.6M across purchases and sales reported on Form 4 by 6 sellers. None of the 6 insider sales was flagged as made under a Rule 10b5-1 plan. Members of Congress have disclosed trades in UVSP, none in the last year; the latest on record is a sale by Jefferson Shreve dated 2025-05-12. Insiders filed 1 Form 144 notice of intent to sell in the 90 days to 2026-10-27, covering $340.0K of stock. Each figure is counted from SEC and House filings as of 2026-10-27, dated the day the filing was made public.
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