UNIVERSAL CORP /VA/(UVV)Stock Analysis
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Rank #317 of 2,879 stocksTOP 25%
Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.
Revenue Growth
Profitability
Balance Sheet
Earnings Quality
Free Cash Flow
Institutional Flow
Revenue Scale
Dilution Risk
UVV Stock Analysis & AI Quality Score
AI stock analysis and institutional research for UNIVERSAL CORP /VA/ (UVV), a Consumer Staples sector company. 13F Pro's AI-powered ranking engine scores UVV at 70.3/100 on a 32-signal composite quality model, placing it at rank #317 of 2,879 stocks — the top 25% of the AI-ranked universe. UVV scores in the top quartile across earnings quality (99.2), revenue growth (92.5), institutional flow (88.6). Based on the latest XBRL financial filings (Q4 2026), UNIVERSAL CORP /VA/ reports quarterly revenue of $689.9M, net income of $-43.3M, free cash flow of $178.6M. Top institutional holders of UVV by reported 13-F value include BlackRock,, DIMENSIONAL FUND ADVISORS, VANGUARD PORTFOLIO MANAGEMENT, based on the most recent SEC filings. UVV trades on the NYSE exchange and files with the SEC under CIK 102037. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate UVV daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for UNIVERSAL CORP /VA/ directly from SEC EDGAR. UNIVERSAL CORP /VA/'s 13F Pro composite quality score has ranged between 52 and 70 since 2024, currently 70.3 — an improving long-term trajectory across 15 quarterly and live scoring snapshots.
What's Driving UVV's Business? Latest 10-K Breakdown
✓ 28/28 datapoints verifiedAI-extracted from UNIVERSAL CORP /VA/'s 10-K filed 2026-06-01 — FY2026 (year ended March 31, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.
Universal Corporation reported $2.9B in consolidated revenues with $168.5M operating income, down 28% YoY due to $41.1M goodwill impairment at Shank's and $52.0M inventory write-downs on oversupplied dark air-cured tobacco.
Biggest Revenue Drivers
Total revenue: $2.9B-1% YoY
2% decline in both tobacco sales volumes and average tobacco sales prices, partially offset by increased third-party processing revenues.
Increased sales volumes despite persistent market headwinds, tariff impacts, and broader softness in consumer-packaged-goods sector.
Largest Expense Items
$32.2M increase in inventory write-downs, primarily dark air-cured tobacco, partially offset by lower tobacco prices.
Non-cash impairment charge for Universal Ingredients–Shank's due to lower internal profitability projections from persistent adverse market conditions.
$8.8M lower sales commissions, $5.1M lower compensation costs, $3.5M favorable foreign currency comparisons, offset by $4.3M lower recoveries on supplier advances.
Margins: Gross profit margin contracted 110 basis points to 17.5% from 18.6%, driven by inventory write-downs and inventory mix. The company faced oversupply in flue-cured and burley tobaccos, with industry uncommitted inventories rising from 22M kilos to 169M kilos year-over-year.
Watch Items from the Filing
- Three largest customers (Philip Morris, Imperial Brands, Japan Tobacco) accounted for approximately 60% of consolidated revenues; Philip Morris alone contributed $620M (~21% of revenue).
- Tobacco inventories increased $26M to $832.4M; uncommitted tobacco inventory jumped to $222.3M (27% of total) from $164M (20%), indicating delayed customer commitments outside target range of 80%+ committed inventory.
- Flue-cured and burley tobaccos estimated to remain in oversupply positions in FY2027 despite projected production decreases, with FY2027 flue-cured production down 3% and burley down 16% expected.
- Inventory write-downs surged to $52.0M in FY2026 from $19.8M in FY2025, driven by softer customer demand for dark air-cured tobacco and longer sales cycles; Ingredients Operations recorded additional $8.6M write-downs at Shank's operation.
- Tariffs and retaliatory measures announced in 2025–2026 create uncertainty; the company noted inability to fully offset cost increases may require absorbing higher supply chain costs.
AI-extracted and verified against SEC EDGAR filing text. Not investment advice.
Revenue
Q4 2026
$689.9M
Net Income
Q4 2026
$-43.3M
Free Cash Flow
Q4 2026
$178.6M
ROIC
Q4 2026
-0.7%
D/E Ratio
Q4 2026
0.64
Revenue & Net Income
Earnings Per Share
Key Financials Over Time
Export Financial Table · Pro+Revenue
-1.3% YoYNet Income
+34237.7% YoYOperating Income
-27.6% YoYEPS (Diluted)
-65.6% YoYTotal Assets
-7.5% YoYTotal Debt
-15.7% YoYOp. Cash Flow
-60.5% YoY| Metric | FY 2026 | FY 2025 | FY 2022 | FY 2021 | FY 2020 | FY 2019 |
|---|---|---|---|---|---|---|
| Revenue | $2.89B -1.3% | $2.92B +39.8% | $2.09B +6.4% | $1.97B +3.9% | $1.89B -14.5% | $2.21B |
| Net Income | $32.6M +34237.7% | $95.0K -99.9% | $86.6M -1.0% | $87.4M +21.9% | $71.7M -31.2% | $104.1M |
| Operating Income | $168.5M -27.6% | $232.8M +45.2% | $160.3M +8.5% | $147.8M +17.0% | $126.4M -21.6% | $161.2M |
| EPS (Diluted) | $1.30 -65.6% | $3.78 +8.9% | $3.47 -1.7% | $3.53 +23.4% | $2.86 -30.4% | $4.11 |
| Total Assets | $2.77B -7.5% | $2.99B +15.6% | $2.59B +10.4% | $2.34B +10.4% | $2.12B -0.6% | $2.13B |
| Total Debt | $904.3M -15.7% | $1.07B +53.0% | $701.2M +13.2% | $619.5M +38.6% | $446.8M +5.4% | $424.0M |
| Operating Cash Flow | $129.1M -60.5% | $327.0M +628.5% | $44.9M -79.6% | $220.4M +1922.7% | $10.9M -93.4% | $164.5M |
AI Insight: UVV Financial Trends
Universal Corp swung to Q1 2026 operating loss after debt reduction momentum stalled cash generation in recent quarters.
• Operating income collapsed to -$15M in Q1 2026 from $82M in Q4 2025; net loss of $43M marks first quarterly loss since Q2 2024.
• Total debt fell 22% from $1,199M (Q2 2024) to $904M (Q1 2026); equity stable near $1,415M–$1,483M range.
• Revenue volatile: ranged $593M–$928M across 9 quarters; Q1 2026 at $690M near midpoint but insufficient to cover rising costs.
⚠ Operating cash flow swung to +$187M in Q1 2026 but Q2 2025 was severely negative at -$205M; trend remains erratic.
⚠ Operating margin turned negative in Q1 2026 (-1.8%) after returning to profitability in Q4 2025 (9.6%); inflection deteriorating.
AI Insight: UVV Ratio Trends
Q1 2026 swung to sharp losses across all profitability metrics, erasing gains from prior quarters and signaling operational distress.
• Operating margin collapsed to -2.2% in Q1 2026 from 9.6% in Q4 2025; net margin fell to -6.3% from 3.9%.
• ROIC turned negative at -2.6% in Q1 2026, down from 12.8% in Q4 2025—first loss quarter in the dataset.
• Debt-to-equity improved to 0.64 in Q1 2026 from 0.73 in Q4 2025, providing modest balance-sheet relief.
⚠ Q1 2026 profitability reversal is severe and unexplained by data alone; determine if seasonal, transient, or structural.
⚠ TTM metrics (OpMargin 5.8%, ROIC 7.3%) remain depressed vs. Q4 2025 peak; sustainability unclear.
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Available Research
13F Pro tracks comprehensive data for UNIVERSAL CORP /VA/ including:
Top Institutional Holders of UVV
BlackRock, Inc.
$200.7M3,807,886 shDIMENSIONAL FUND ADVISORS LP
$93.5M1,774,857 shVANGUARD PORTFOLIO MANAGEMENT LLC
$91.8M1,742,526 shSTATE STREET CORP
$73.7M1,398,418 shVANGUARD CAPITAL MANAGEMENT LLC
$56.3M1,067,995 shInvesco Ltd.
$43.6M827,379 shGEODE CAPITAL MANAGEMENT, LLC
$31.8M603,690 shBARCLAYS PLC
$30.9M586,301 shCHARLES SCHWAB INVESTMENT MANAGEMENT INC
$25.2M478,025 shTWO SIGMA INVESTMENTS, LP
$22.8M433,452 sh
| Fund | Value | Shares |
|---|---|---|
| BlackRock, Inc. | $200.7M | 3,807,886 |
| DIMENSIONAL FUND ADVISORS LP | $93.5M | 1,774,857 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $91.8M | 1,742,526 |
| STATE STREET CORP | $73.7M | 1,398,418 |
| VANGUARD CAPITAL MANAGEMENT LLC | $56.3M | 1,067,995 |
| Invesco Ltd. | $43.6M | 827,379 |
| GEODE CAPITAL MANAGEMENT, LLC | $31.8M | 603,690 |
| BARCLAYS PLC | $30.9M | 586,301 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $25.2M | 478,025 |
| TWO SIGMA INVESTMENTS, LP | $22.8M | 433,452 |
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Popular Research
Is UVV a good stock to buy?
13F Pro's AI-powered analysis of UNIVERSAL CORP /VA/ (UVV) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Consumer Staples sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for UVV are available on the UVV stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.
Which hedge funds own UVV?
Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling UVV. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of UNIVERSAL CORP /VA/'s investment landscape.