Financial Services • Banks - Regional
EODHD (TTM) · as of Nov 6, 2026
End-of-day close from stored market data, not a live quote.
Univest Financial Corporation operates as the bank holding company for Univest Bank and Trust Co. that provides banking services in the United States. It operates through three segments: Banking; Wealth Management; and Insurance.
The Banking segment offers financial services to individuals, businesses, municipalities, and non-profit organizations, including deposit taking, loan origination and servicing, mortgage banking, other general banking services, and equipment lease financing. The Wealth Management segment provides investment advisory, financial planning and trust, and brokerage services for private families and individuals, municipal pension plans, retirement plans, trusts, and guardianships. The Insurance segment offers full-service insurance brokerage agency comprising commercial property and casualty insurance, employee benefit solutions, personal insurance lines, and human resources consulting services. The company was formerly known as Univest Corporation of Pennsylvania and changed its name to Univest Financial Corporation in January 2019. Univest Financial Corporation was founded in 1876 and is headquartered in Souderton, Pennsylvania.
Company profile from EODHD, stored Nov 5, 2026.
The last 8 fiscal quarters as reported (EODHD). Year over year compares the same quarter a year earlier. Gross margin and operating income are not shown for a bank or insurer.
| Quarter | Revenue | YoY | Net income |
|---|---|---|---|
| Sep 2026filed Nov 3, 2026 | $135.2M | +2.7% | $21.6M |
| Jun 2026filed Jul 28, 2026 | $126.2M | -0.8% | $23.0M |
| Mar 2026filed Apr 28, 2026 | $129.6M | +3.0% | $27.1M |
| Dec 2025filed Feb 23, 2026 | $133.7M | +3.8% | $22.7M |
| Sep 2025filed Oct 24, 2025 | $131.6M | +3.9% | $25.6M |
| Jun 2025filed Jul 29, 2025 | $127.2M | +5.3% | $20.0M |
| Mar 2025filed Apr 29, 2025 | $125.8M | +1.3% | $22.4M |
| Dec 2024filed Feb 24, 2025 | $128.8M | +7.5% | $18.9M |
| Fiscal year | Revenue | YoY | Net income |
|---|---|---|---|
| Dec 2025filed Feb 23, 2026 | $518.3M | +3.6% | $90.8M |
| Dec 2024filed Feb 24, 2025 | $500.4M | +11.6% | $75.9M |
| Dec 2023filed Feb 26, 2024 | $448.6M | +35.9% | $71.1M |
| Dec 2022filed Feb 24, 2023 | $330.1M | +12.7% | $78.1M |
| Dec 2021filed Feb 25, 2022 | $293.0M | +3.8% | $91.8M |
| Dec 2020filed Feb 26, 2021 | $282.3M | +1.0% | $46.9M |
FINRA reports open short positions for a settlement date. The publication date is later. These are reported positions, with a separate date for each observation.
Compare the reported short exposure around the dates you bought, sold or watched UVSP. A long position benefits from price rises; a short position benefits from falls. A change in these counts does not predict either move.
Settlement Oct 15, 2026
1,065,882 shares short
+78,055 shares (+7.9%) vs Sep 30, 2026
4% of the stored float. Published Oct 26, 2026.
Settlement Sep 30, 2026
987,827 shares short
+93,486 shares (+10.5%) vs Sep 15, 2026
3.7% of the stored float. Published Oct 9, 2026.
Settlement Sep 15, 2026
894,341 shares short
+144,412 shares (+19.3%) vs Aug 31, 2026
3.3% of the stored float. Published Sep 24, 2026.
Settlement Aug 31, 2026
749,929 shares short
+40,245 shares (+5.7%) vs Aug 14, 2026
2.8% of the stored float. Published Sep 10, 2026.
Settlement Aug 14, 2026
709,684 shares short
+14,262 shares (+2.1%) vs Jul 31, 2026
2.6% of the stored float. Published Aug 25, 2026.
Settlement Jul 31, 2026
695,422 shares short
-49,481 shares (-6.6%) vs Jul 15, 2026
2.6% of the stored float. Published Aug 11, 2026.
Change = this settlement’s shares short − the previous recorded settlement’s shares short; percentage change divides by that earlier count. A zero earlier count has no percentage change. Split-spanning counts are left uncompared. Float percentages use the stored settlement observation, not today’s float.
Source: stored FINRA equity short-interest records, up to six settlements from the last 240 days. FINRA data and reporting dates · How to read short interest
See the recorded cash amounts and dates behind UVSP’s income, and the splits that change its share count. Dates below are stored event records, not confirmation of a payment to your account.
USD 0.23 per share
Ex-dividend date: Nov 10, 2026 (future recorded date)
Recorded pay date: Nov 25, 2026 (pending)
Cash dividend · Polygon event record
USD 0.23 per share
Ex-dividend date: Aug 5, 2026
Recorded pay date: Aug 19, 2026 (past date)
Cash dividend · Polygon event record
USD 0.23 per share
Ex-dividend date: May 6, 2026
Recorded pay date: May 20, 2026 (past date)
Cash dividend · Polygon event record
USD 0.22 per share
Ex-dividend date: Feb 11, 2026
Recorded pay date: Feb 25, 2026 (past date)
Cash dividend · Polygon event record
USD 0.22 per share
Ex-dividend date: Nov 5, 2025
Recorded pay date: Nov 19, 2025 (past date)
Cash dividend · Polygon event record
USD 0.22 per share
Ex-dividend date: Aug 6, 2025
Recorded pay date: Aug 20, 2025 (past date)
Cash dividend · Polygon event record
Up to six Polygon cash-dividend events, including recorded ex-dates within the next 120 days. Amounts retain their recorded currency and decimal precision. Historical amounts are not restated to a common split basis, annualized, or converted to dollars.
For a long holding, compare the ex-date with when you held the shares and check the pay date against your broker’s cash history. Owning the stock today does not establish past entitlement. For a short holding, a dividend can create a payment obligation to the share lender.
Ex-dates and special dividend rules · Short-sale dividend obligations · Dividend data definitions
3 for 2 · forward split
Effective May 2, 2005
Each 2 pre-split shares become 3 post-split shares.
Source: EODHD
5 for 4 · forward split
Effective Mar 3, 2003
Each 4 pre-split shares become 5 post-split shares.
Source: EODHD
21 for 20 · forward split
Effective Apr 12, 2000
Each 20 pre-split shares become 21 post-split shares.
Source: EODHD
2 for 1 · forward split
Effective May 4, 1998
Each 1 pre-split share becomes 2 post-split shares.
Source: EODHD
5 for 4 · forward split
Effective Mar 4, 1996
Each 4 pre-split shares become 5 post-split shares.
Source: EODHD
Up to six stored split dates through Nov 7, 2026. Equivalent vendor ratios are combined; conflicting ratios are left out. This history may be incomplete.
A split changes the share count and per-share price basis; it does not by itself add investment value. Put your holding’s earlier and later share counts on the same basis before comparing them. This applies to both long shares and shares owed on a short position.
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25 smart-money holders: institutions with a high Holder IQ
Smart-money 13F trend: unchanged (light)
Unlock crowding heatmapUnlock filer discoverySentiment: neutral
Last trade: sell 75 days ago
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
Red flags: 0
Sign in to read your holdings or watchlist context. No personal position or direction is inferred.
Stored recent-activity label: neutral. This context label is separate from the scored insider signal read.
A count of reported activity describes a sample, not purchase conviction, an insider’s intent or a future price move. Neutral is not an all-clear, and absent direction is not neutral evidence.
The current context rule reads at most 50 nonduplicate issuer/share-class records filed in the last 90 days. It counts a bullish direction or purchase code P toward bullish, and a bearish direction or sale code S toward bearish. A side must exceed the opposite count by more than two to set its label; otherwise nonzero directional counts produce neutral. Calculation unavailable for this saved label: its counts, exact records, as-of time and rule version are not supplied here. Do not substitute the separate scored read’s different window or denominator.
Stored SEC Forms 3/4/5 insider-signal records, ordered by filing date with amendment duplicates excluded. Filing date is not transaction date. The last-trade line locates recent reported activity; it does not date or reconstruct the complete count.
224 filers reported a long position in UVSP for Q2 2026. 13-F holdings are filed up to 45 days after the quarter ends.
The top 10 hold
56.4%
of the 22.8M shares 13-F filers reported
Moves vs Q1 2026
5 added5 trimmed
Net shares held
-2.1%
across the 10 holders with a comparable Q1 2026 book
| Rank | Holder | Value | Shares | Shares vs Q1 2026 |
|---|---|---|---|---|
| 1 | BlackRock, Inc. | $149.5M · 3.4M shares | 3.4M | +9.8% |
| 2 | DIMENSIONAL FUND ADVISORS LP | $83M · 1.9M shares | 1.9M | +0.6% |
| 3 | FMR LLC | $68.7M · 1.6M shares | 1.6M | -17.4% |
| 4 | VANGUARD CAPITAL MANAGEMENT LLC | $52M · 1.2M shares | 1.2M | -2.4% |
| 5 | STATE STREET CORP | $43.4M · 992K shares | 992K | +6.2% |
| 6 | AMERICAN CENTURY COMPANIES INC | $37M · 846.3K shares | 846.3K | +11.6% |
| 7 | PZENA INVESTMENT MANAGEMENT LLC | $36.5M · 834.6K shares | 834.6K | -0.9% |
| 8 | GEODE CAPITAL MANAGEMENT, LLC | $36M · 823.7K shares | 823.7K | +4.1% |
| 9 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | $33.4M · 764K shares | 764K | -30.3% |
| 10 | RENAISSANCE TECHNOLOGIES LLC | $22.6M · 515.8K shares | 515.8K | -11.6% |
Sign in to see each holder’s Holder IQ, factor-adjusted Holder IQ and rank, and compare these holders with all scored filers. Available on every plan.
Sign inHolders of more than 5% of UVSP file with the SEC within days. A 13D holder may seek to influence the company; a 13G holder is passive. Each holder’s latest filing from the last three years.
| Filed | Holder | % of class |
|---|---|---|
| Aug 6, 2026 | FMR LLC13G · passive · amended | 5.6% |
| Apr 30, 2026 | VANGUARD CAPITAL MANAGEMENT LLC13G · passive | 5.07% |
| Mar 27, 2026 | VANGUARD GROUP INC13G · passive · amended | 0%under 5% |
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