Independent
Tenure on this board
5.5 yrs
Meeting calendar
UVSP · Annual meeting · Thursday, April 23, 2026
Univest Financial Corp
4 nominees · 3 ballot items.
Election of four Class III directors; Ratification of KPMG LLP as independent auditors; Advisory (non-binding) approval of Named Executive Officer compensation.
Market cap
$1.3B
1Y TSR
+43.3%
Board grade
B+
Record date
Feb 6, 2026
Filing
DEF 14A
Meeting concluded · Apr 23, 2026
Follow how the vote landed and what changed on Univest Financial Corp’s board — director track records, governance grades, and ongoing monitoring — on the Boardroom Alpha platform.
Proposals
On the ballot3
- 1
Election of Directors
ManagementBoard: FORElection of four Class III directors to serve three-year terms expiring in 2029.
- 2
Ratification of Independent Registered Public Accounting Firm
ManagementBoard: FORRatification of KPMG LLP as the Corporation's independent registered public accounting firm for 2026.
- 3
Advisory Vote to Approve Named Executive Officer Compensation (Say-on-Pay
ManagementBoard: FORNon-binding advisory vote to approve the compensation of the Named Executive Officers as disclosed in the proxy statement (say-on-pay).
Director elections
Nominees on the ballot4
Independent
Tenure on this board
9.0 yrs
Independent
Tenure on this board
2.7 yrs
Independent
Tenure on this board
7.5 yrs
Ownership
Latest 13F quarterTop institutional holders10
| # | Owner | % of shares | Shares | Value |
|---|---|---|---|---|
| 1 | DIMENSIONAL FUND ADVISORS LP | 6.6% | 1,826,482 | $63M |
| 2 | BlackRock, Inc. | 4.4% | 1,236,895 | $42M |
| 3 | VANGUARD CAPITAL MANAGEMENT LLC | 4.4% | 1,217,343 | $42M |
| 4 | FMR LLC | 4.2% | 1,164,235 | $40M |
| 5 | BlackRock, Inc. | 4.1% | 1,130,541 | $39M |
| 6 | MANUFACTURERS LIFE INSURANCE COMPANY, THE | 3.9% | 1,095,555 | $38M |
| 7 | STATE STREET CORP | 3.4% | 933,686 | $32M |
| 8 | PZENA INVESTMENT MANAGEMENT LLC | 3.0% | 842,425 | $29M |
| 9 | AMERICAN CENTURY COMPANIES INC | 2.7% | 758,002 | $26M |
| 10 | GEODE CAPITAL MANAGEMENT, LLC | 2.5% | 690,757 | $24M |
Peers
Nearest market capOther Financial Services sector meetings6
Upcoming shareholder meetings at Univest Financial Corp’s closest sector peers — compare boards, ballots, and ownership across the cohort.
Capital Southwest CorpCSWC
Annual meeting·Jul 22, 2026·$1.5B
Gladstone Investment CorporationGAIN
Annual meeting·Aug 6, 2026·$671M
Greenlight Capital Re LtdGLRE
Annual meeting·Jul 28, 2026·$557M
Bit Digital IncBTBT
Annual meeting·Jul 29, 2026·$513M
Oportun Financial CorpOPRT
Annual meeting·Aug 11, 2026·$295M
Kingstone Companies IncKINS
Annual meeting·Aug 5, 2026·$286M
Reference
Frequently asked questions
- When is the Univest Financial Corp 2026 annual meeting?
- Univest Financial Corp (UVSP) holds its 2026 annual shareholder meeting on Thursday, April 23, 2026.
- What is the record date for the Univest Financial Corp 2026 meeting?
- The record date for the Univest Financial Corp 2026 meeting is Friday, February 6, 2026. Shareholders of record on or before that date are eligible to vote.
- Who are the director nominees for Univest Financial Corp's 2026 meeting?
- The board is presenting 4 director nominees at the Univest Financial Corp 2026 meeting, listed with their independence status and background.
- What proposals will shareholders vote on at the Univest Financial Corp 2026 meeting?
- Shareholders will vote on 3 proposals at the Univest Financial Corp 2026 meeting, each tagged with who proposed it and the board's recommendation.
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