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Univest Financial Corp's Q1 Net Income Jumps 21.9%

Univest Financial Corp. reported first-quarter 2026 net income of $27.1 million, up from $22.4 million a year earlier. Diluted earnings per share rose to $0.96 from $0.77, an increase of 24.7%.

The company also lifted its quarterly dividend to $0.23 a share from $0.22, a 4.5% increase. The new payout is payable May 20 to shareholders of record May 6.

Net interest income climbed to $63.4 million from $56.8 million in the first quarter of 2025, an increase of $6.6 million, or 11.6%. Compared with the fourth quarter of 2025, net interest income rose $816,000, or 1.3%.

Net interest margin, on a tax-equivalent basis, expanded to 3.33% from 3.09% a year earlier and 3.10% in the prior quarter. Excluding the impact of excess liquidity, the margin would have been 3.44%, versus 3.12% in the first quarter of 2025.

Gross loans and leases increased to a level $107.2 million above a year earlier, a gain of 1.6%, led by construction, commercial, commercial real estate and home equity lending. Compared with Dec. 31, 2025, gross loans and leases were up $25.4 million, or 0.4%.

Total deposits rose to $155.3 million above last year’s first quarter, a 2.3% increase, but fell $273.6 million, or 3.9%, from Dec. 31, 2025. Noninterest-bearing deposits totaled $1.5 billion, up from $1.4 billion at year-end, and represented 21.7% of total deposits, up from 20.2%.

At March 31, Univest held $222.4 million in cash and cash equivalents, with $3.7 billion of committed borrowing capacity, including $2.4 billion available, plus $472.0 million in uncommitted funding sources from correspondent banks.

Noninterest income increased to $24.1 million from $22.4 million a year earlier, a gain of $1.7 million, or 7.5%. Investment advisory commission and fee income rose $541,000, or 9.6%, to $6.2 million. Insurance commission and fee income increased $534,000, or 7.8%, to $7.4 million. Other service fee income climbed $334,000, or 12.3%, and net gain on mortgage banking activities increased $144,000, or 22.3%. BOLI income declined $627,000, or 32.0%, to $1.3 million.

Noninterest expense increased to $52.7 million from $49.4 million, up $3.3 million, or 6.8%. Salaries, benefits and commissions rose $2.6 million, or 8.5%, including a $1.3 million increase in salary expense and a $753,000 increase in medical claims expense. Marketing and advertising expense jumped $281,000, or 79.6%, while professional fees fell $120,000, or 6.7%.

The effective tax rate was 19.1%, compared with 18.7% in the first quarter of 2025.

Nonperforming assets increased to $41.2 million from $34.0 million a year earlier and from $37.8 million at Dec. 31, 2025. Net loan and lease charge-offs were $1.3 million, up from $1.1 million in the prior quarter but down from $1.7 million a year earlier. Provision for credit losses fell to $1.3 million from $2.3 million a year earlier and $3.1 million in the fourth quarter of 2025.

During the quarter, Univest repurchased 351,138 shares at an average price of $33.70 each, or $34.07 including brokerage fees and excise tax. It ended the quarter with 1,919,799 shares remaining under its repurchase authorization. Following these announcements, the company's shares moved 0.83%, and are now trading at a price of $33.98. For the full picture, make sure to review UNIVEST FINANCIAL Corp's 8-K report.

The above analysis is intended for educational purposes only and was performed on the basis of publicly available data. It is not to be construed as a recommendation to buy or sell any security. Any buy, sell, or other recommendations mentioned in the article are direct quotations of consensus recommendations from the analysts covering the stock, and do not represent the opinions of Market Inference or its writers. Past performance, accounting data, and inferences about market position and corporate valuation are not reliable indicators of future price movements. Market Inference does not provide financial advice. Investors should conduct their own review and analysis of any company of interest before making an investment decision.

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