VLY
VALLEY NATIONAL BANCORP
$13.77
-0.07%
$7.8B
No data for this timeframe.
Vol
Market Cap$7.8B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders8 funds
Inst. Value$867.6M
Inst. Activity4 buys / 1 sells
Insider Activity0B / 1S
Insider Net $-$1.2M
SEC Reports4
Recent Activity
Jun 9, 2026
short_volume
Short Volume: VLY — 72.2% short (2.8M / 3.8M)
Short: 2,752,452 | Exempt: 8,559 | TRF Vol: 3,814,055 | Short Ratio: 72.2% | Off-exchange volume (da
May 18, 2026
Insider
EFRAT EYAL sold 8,121 shares
Director @ $0.00 ($0.00)
May 18, 2026
Insider
MAIO PETER V sold 8,121 shares
Director @ $0.00 ($0.00)
May 18, 2026
Insider
PERROTT KATHLEEN C sold 8,121 shares
Director @ $0.00 ($0.00)
Apr 23, 2026
SEC
Valley National Bank (VLY) reported Q1 2026 earnings with GAAP diluted EPS of $0.28, missing the consensus estimate of $
PRESS-RELEASE — Impact 6/10
Apr 7, 2026
SEC
Valley National Bank announced it will release Q1 2026 earnings on April 23, 2026, with a conference call hosted by CEO
PRESS-RELEASE — Impact 3/10
Feb 26, 2026
SEC
Valley National Bancorp announced a new stock repurchase program authorizing the buyback of up to 25 million shares of i
8-K/A — Impact 4/10
Inst.
NORGES BANK — NEW
6,126,225 shares ($71.6M)
Price Targets
$15.75
+11.6% upside
Buy
Current $14.11
Low $14.00
Median $16.00
High $17.00
14 analysts
$14.00
$17.00
Analyst Ratings
5Strong Buy
10Buy
4Hold
0Sell
0Strong Sell
Recent Analyst Actions
| Date | Firm | Action | Rating |
|---|---|---|---|
| May 6, 2026 | Morgan Stanley | DOWNGRADE | Overweight → Equal-Weight |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy → Buy |
| Apr 27, 2026 | Piper Sandler | REITERATE | Overweight → Overweight |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight → Overweight |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform → Outperform |
Earnings Estimates
| Period | EPS Est. | Range | Growth | # |
|---|---|---|---|---|
| Current Q | $0.31 | $0.30 — $0.31 | 33% YoY | 11 |
| Next Q | $0.33 | $0.32 — $0.35 | 19% YoY | 11 |
| Current FY | $1.29 ▲ +0.8% | $1.26 — $1.31 | 30% YoY | 12 |
| Next FY | $1.54 ▲ +0.6% | $1.47 — $1.61 | 19% YoY | 13 |
Latest Reports
MIXED
PRESS-RELEASE
6/10
Valley National Bank (VLY) reported Q1 2026 earnings with GAAP diluted EPS of $0.28, missing the consensus estimate of $
Apr 23, 2026
NEUTRAL
PRESS-RELEASE
3/10
Valley National Bank announced it will release Q1 2026 earnings on April 23, 2026, with a conference call hosted by CEO
Apr 7, 2026
Top Institutional Holders
| Fund | Value | Move |
|---|---|---|
| VANGUARD GROUP INC | $577.4M | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT | $90.1M | NEW |
| NORGES BANK | $71.6M | NEW |
| MORGAN STANLEY | $66.8M | ADD |
| BANK OF AMERICA CORP | $42.4M | — |
Recent Insider Trades
| Date | Insider | Type | Value |
|---|---|---|---|
| May 18, 2026 | EFRAT EYAL | A | $0.00 |
| May 18, 2026 | MAIO PETER | A | $0.00 |
| May 18, 2026 | PERROTT KATHLEEN | A | $0.00 |
| May 18, 2026 | SANDOR NITZAN | A | $0.00 |
| May 18, 2026 | SANI SURESH | A | $0.00 |
8 institutional holders with $867.6M total value (74,277,772 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, NORGES. Net buying activity: 4 institutions added/increased vs 1 reduced.
Top Institutional Holders — 2025-Q4
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | 49,436,426 | $577.4M | 66.6% | — |
| 2 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,717,777 | $90.1M | 10.4% | NEW |
| 3 | NORGES BANK | 6,126,225 | $71.6M | 8.2% | NEW |
| 4 | MORGAN STANLEY | 5,715,459 | $66.8M | 7.7% | ADD +39.6% |
| 5 | BANK OF AMERICA CORP /DE/ | 3,629,118 | $42.4M | 4.9% | — |
| 6 | TWO SIGMA INVESTMENTS, LP | 959,771 | $11.2M | 1.3% | ADD +33.4% |
| 7 | WELLS FARGO & COMPANY/MN | 630,511 | $7.4M | 0.8% | ADD +75.3% |
| 8 | FMR LLC | 62,485 | $729.8K | 0.1% | ADD +85.0% |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 6,126,225 | — | $71.6M | 2025-Q4 |
| MORGAN STANLEY | ADD | 4,094,266 | 5,715,459 | +39.6% | $66.8M | 2025-Q4 |
| TWO SIGMA INVESTMENTS, LP | ADD | 719,563 | 959,771 | +33.4% | $11.2M | 2025-Q4 |
| FMR LLC | ADD | 33,783 | 62,485 | +85.0% | $729.8K | 2025-Q4 |
| RENAISSANCE TECHNOLOGIES LLC | EXIT | 1,381,409 | 0 | -100.0% | $0.00 | 2025-Q4 |
| UBS Group AG | DOUBLED | 1,162,640 | 5,867,611 | +404.7% | $62.2M | 2025-Q3 |
| MORGAN STANLEY | ADD | 2,982,773 | 4,094,266 | +37.3% | $43.4M | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | TRIM | 3,755,209 | 1,381,409 | -63.2% | $14.6M | 2025-Q3 |
| TWO SIGMA INVESTMENTS, LP | DOUBLED | 202,269 | 719,563 | +255.7% | $7.6M | 2025-Q3 |
| WELLS FARGO & COMPANY/MN | ADD | 345,645 | 605,866 | +75.3% | $6.4M | 2025-Q3 |
| NORGES BANK | EXIT | 3,502,397 | 0 | -100.0% | $0.00 | 2025-Q3 |
| RENAISSANCE TECHNOLOGIES LLC | ADD | 1,985,509 | 3,755,209 | +89.1% | $33.5M | 2025-Q2 |
| NORGES BANK | NEW | — | 3,502,397 | — | $31.3M | 2025-Q2 |
| MORGAN STANLEY | TRIM | 4,410,801 | 2,982,773 | -32.4% | $26.6M | 2025-Q2 |
| UBS Group AG | NEAR_EXIT | 6,810,904 | 1,162,640 | -82.9% | $10.4M | 2025-Q2 |
| WELLS FARGO & COMPANY/MN | ADD | 233,510 | 345,645 | +48.0% | $3.1M | 2025-Q2 |
| TWO SIGMA INVESTMENTS, LP | TRIM | 552,123 | 202,269 | -63.4% | $1.8M | 2025-Q2 |
| FMR LLC | TRIM | 92,611 | 31,346 | -66.2% | $279.9K | 2025-Q2 |
| UBS Group AG | DOUBLED | 2,003,862 | 6,810,904 | +239.9% | $60.5M | 2025-Q1 |
| RENAISSANCE TECHNOLOGIES LLC | DOUBLED | 392,209 | 1,985,509 | +406.2% | $17.7M | 2025-Q1 |
| TWO SIGMA INVESTMENTS, LP | ADD | 419,315 | 552,123 | +31.7% | $4.9M | 2025-Q1 |
| CITADEL ADVISORS LLC | NEAR_EXIT | 5,103,097 | 318,067 | -93.8% | $2.8M | 2025-Q1 |
| WELLS FARGO & COMPANY/MN | TRIM | 320,847 | 233,510 | -27.2% | $2.1M | 2025-Q1 |
| FMR LLC | DOUBLED | 32,648 | 92,611 | +183.7% | $823.3K | 2025-Q1 |
| NORGES BANK | EXIT | 3,475,717 | 0 | -100.0% | $0.00 | 2025-Q1 |
20 unique insiders with 1 transactions. Net insider value: -$1.2M ($0.00 bought, $1.2M sold).
Insider Transactions
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| May 18, 2026 | EFRAT EYAL | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | MAIO PETER V | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | PERROTT KATHLEEN C | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | SANDOR NITZAN | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | SANI SURESH L | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | SCHULTZ MELISSA J | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | Steans Jennifer W | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | VAZQUEZ CARLOS J | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | WILKS JEFFREY S | Director | A | 8,121 | $0.00 | $0.00 |
| May 18, 2026 | WILLIAMS SIDNEY S | Director | A | 8,121 | $0.00 | $0.00 |
| Apr 27, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | SELL | 90,537 | $13.54 | $1.2M |
| Apr 27, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | M | 90,537 | $8.47 | $766.8K |
| Apr 27, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | M | 90,537 | $0.00 | $0.00 |
| Apr 1, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | F | 3,836 | $12.28 | $47.1K |
| Feb 23, 2026 | SMITH PATRICK D | SEVP, Pres Consumer Banking | A | 29,941 | $0.00 | $0.00 |
| Feb 23, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | A | 23,953 | $0.00 | $0.00 |
| Feb 23, 2026 | SAEGER MARK | EVP, Chief Credit Officer | A | 17,777 | $0.00 | $0.00 |
| Feb 23, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | A | 32,935 | $0.00 | $0.00 |
| Feb 23, 2026 | CRANDELL MITCHELL L | EVP & Chief Accounting Officer | A | 14,035 | $0.00 | $0.00 |
| Feb 23, 2026 | Surowiec Yvonne M. | SEVP, Chief People Officer | A | 18,713 | $0.00 | $0.00 |
| Feb 23, 2026 | Robbins Ira | Chief Executive Officer | A | 109,492 | $0.00 | $0.00 |
| Feb 23, 2026 | SLOAN LYNDSEY M | SEVP, General Counsel | A | 17,965 | $0.00 | $0.00 |
| Feb 23, 2026 | LAN TRAVIS | SEVP, Chief Financial Officer | A | 23,953 | $0.00 | $0.00 |
| Feb 23, 2026 | REGAN JOHN P | SEVP, Chief Risk Officer | A | 17,965 | $0.00 | $0.00 |
| Feb 2, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | F | 760 | $12.46 | $9.5K |
| Feb 2, 2026 | SAEGER MARK | EVP, Chief Credit Officer | F | 2,013 | $12.46 | $25.1K |
| Feb 2, 2026 | CRANDELL MITCHELL L | EVP & Chief Accounting Officer | F | 951 | $12.46 | $11.8K |
| Feb 2, 2026 | Robbins Ira | Chief Executive Officer | F | 10,266 | $12.46 | $127.9K |
| Feb 2, 2026 | REGAN JOHN P | SEVP, Chief Risk Officer | F | 1,835 | $12.46 | $22.9K |
| Feb 2, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | F | 3,761 | $12.46 | $46.9K |
| Feb 2, 2026 | LAN TRAVIS | SEVP, Chief Financial Officer | F | 1,531 | $12.46 | $19.1K |
| Feb 2, 2026 | Surowiec Yvonne M. | SEVP, Chief People Officer | F | 1,893 | $12.46 | $23.6K |
4 SEC filing reports analyzed. Sentiment: 0 bullish, 0 bearish, 1 mixed, 3 neutral. Avg impact: 4.3/10.
MIXED
PRESS-RELEASE
6/10
Valley National Bank (VLY) reported Q1 2026 earnings with GAAP diluted EPS of $0.28, missing the con
Apr 23, 2026
NEUTRAL
PRESS-RELEASE
3/10
Valley National Bank announced it will release Q1 2026 earnings on April 23, 2026, with a conference
Apr 7, 2026
NEUTRAL
8-K/A
4/10
Valley National Bancorp announced a new stock repurchase program authorizing the buyback of up to 25
Feb 26, 2026
NEUTRAL
8-K, 8-K
4/10
Valley National Bancorp announced a new stock repurchase program authorizing the buyback of up to 25
Feb 24, 2026
No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.
Current analyst consensus: Buy (79% buy). Based on 19 analysts: 5 strong buy, 10 buy, 4 hold, 0 sell, 0 strong sell.
Analyst Price Targets
$15.75 mean target
+11.6% upside
Buy (3.00)
$14.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $14.11 |
| Target Low | $14.00 |
| Target Mean | $15.75 |
| Target Median | $16.00 |
| Target High | $17.00 |
| # Analysts | 14 |
| Recommendation | Buy (3.00) |
Earnings Estimates & Revisions
| Period | EPS Avg | EPS Low | EPS High | EPS Growth | 30d Rev. | Up/Down | Rev. Avg | Rev. Growth | Analysts |
|---|---|---|---|---|---|---|---|---|---|
| Current Q 2026-06-30 |
$0.31 | $0.30 | $0.31 | 32.8% | -0.1% | 3↑ 2↓ | $0.6B | 12.5% | 11 |
| Next Q 2026-09-30 |
$0.33 | $0.32 | $0.35 | 19.2% | +0.1% | 5↑ 2↓ | $0.6B | 13.3% | 11 |
| Current FY 2026-12-31 |
$1.29 | $1.26 | $1.31 | 30.1% | +0.8% | 7↑ 1↓ | $2.3B | 12.2% | 12 |
| Next FY 2027-12-31 |
$1.54 | $1.47 | $1.61 | 19.4% | +0.6% | 3↑ 1↓ | $2.5B | 10.1% | 13 |
Current Quarter EPS Revision History
| Timepoint | EPS Estimate | Change |
|---|---|---|
| Current | $0.305 | |
| 7d ago | $0.305 | |
| 30d ago | $0.306 | -0.000 |
| 60d ago | $0.303 | +0.002 |
| 90d ago | $0.303 | +0.002 |
9 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 1 initiations.
Individual Analyst Actions
| Date | Analyst Firm | Action | Previous Rating | New Rating |
|---|---|---|---|---|
| May 6, 2026 | Morgan Stanley | DOWNGRADE | Overweight | Equal-Weight |
| Apr 27, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Apr 27, 2026 | Piper Sandler | REITERATE | Overweight | Overweight |
| Apr 24, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Apr 24, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Apr 9, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Apr 1, 2026 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Mar 3, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | Overweight |
| Mar 2, 2026 | Morgan Stanley | MAINTAIN | Overweight | Overweight |
| Jan 30, 2026 | TD Cowen | MAINTAIN | Buy | Buy |
| Jan 30, 2026 | RBC Capital | MAINTAIN | Outperform | Outperform |
| Jan 30, 2026 | Barclays | MAINTAIN | Equal-Weight | Equal-Weight |
| Jan 30, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | Market Perform |
| Dec 16, 2025 | JP Morgan | MAINTAIN | Overweight | Overweight |
| Dec 15, 2025 | UBS | INITIATE | — | Buy |
Monthly Consensus History
| Period | Strong Buy | Buy | Hold | Sell | Strong Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Jun 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% | |
| May 1, 2026 | 5 | 11 | 3 | 0 | 0 | 84% | |
| Apr 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Mar 1, 2026 | 5 | 10 | 3 | 0 | 0 | 83% | |
| Feb 1, 2026 | 6 | 10 | 3 | 0 | 0 | 84% | |
| Jan 1, 2026 | 5 | 10 | 4 | 0 | 0 | 79% |
Strong BuyBuyHoldSellStrong Sell
No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.
No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.
Jun 9, 2026
short_volume
Short Volume: VLY — 72.2% short (2.8M / 3.8M)
Short: 2,752,452 | Exempt: 8,559 | TRF Vol: 3,814,055 | Short Ratio: 72.2% | Off-exchange volume (dark pool + OTC)
Jun 5, 2026
short_volume
Short Volume: VLY — 59.9% short (1.2M / 2.0M)
Short: 1,206,553 | Exempt: 5,096 | TRF Vol: 2,014,206 | Short Ratio: 59.9% | Off-exchange volume (dark pool + OTC)
Jun 4, 2026
short_volume
Short Volume: VLY — 58.0% short (1.0M / 1.7M)
Short: 994,558 | Exempt: 2,133 | TRF Vol: 1,715,093 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
Jun 3, 2026
short_volume
Short Volume: VLY — 62.1% short (1.2M / 1.9M)
Short: 1,158,733 | Exempt: 5,976 | TRF Vol: 1,864,565 | Short Ratio: 62.1% | Off-exchange volume (dark pool + OTC)
Jun 2, 2026
short_volume
Short Volume: VLY — 64.1% short (1.1M / 1.7M)
Short: 1,109,738 | Exempt: 236 | TRF Vol: 1,732,056 | Short Ratio: 64.1% | Off-exchange volume (dark pool + OTC)
Jun 1, 2026
short_volume
Short Volume: VLY — 72.9% short (1.5M / 2.1M)
Short: 1,514,664 | Exempt: 7,452 | TRF Vol: 2,076,794 | Short Ratio: 72.9% | Off-exchange volume (dark pool + OTC)
May 29, 2026
short_volume
Short Volume: VLY — 77.5% short (1.2M / 1.5M)
Short: 1,165,879 | Exempt: 4,704 | TRF Vol: 1,503,837 | Short Ratio: 77.5% | Off-exchange volume (dark pool + OTC)
May 28, 2026
short_volume
Short Volume: VLY — 71.6% short (1.4M / 2.0M)
Short: 1,432,939 | Exempt: 200 | TRF Vol: 2,002,522 | Short Ratio: 71.6% | Off-exchange volume (dark pool + OTC)
May 27, 2026
short_volume
Short Volume: VLY — 71.9% short (2.1M / 2.9M)
Short: 2,087,882 | Exempt: 38 | TRF Vol: 2,902,949 | Short Ratio: 71.9% | Off-exchange volume (dark pool + OTC)
May 26, 2026
short_volume
Short Volume: VLY — 66.4% short (0.8M / 1.2M)
Short: 815,389 | Exempt: 74 | TRF Vol: 1,228,320 | Short Ratio: 66.4% | Off-exchange volume (dark pool + OTC)
May 22, 2026
short_volume
Short Volume: VLY — 74.1% short (1.3M / 1.7M)
Short: 1,285,397 | Exempt: 10,455 | TRF Vol: 1,735,106 | Short Ratio: 74.1% | Off-exchange volume (dark pool + OTC)
May 21, 2026
short_volume
Short Volume: VLY — 68.1% short (1.2M / 1.7M)
Short: 1,185,930 | Exempt: 2,266 | TRF Vol: 1,742,610 | Short Ratio: 68.1% | Off-exchange volume (dark pool + OTC)
May 20, 2026
short_volume
Short Volume: VLY — 57.7% short (1.4M / 2.4M)
Short: 1,357,801 | Exempt: 530 | TRF Vol: 2,355,213 | Short Ratio: 57.7% | Off-exchange volume (dark pool + OTC)
May 19, 2026
short_volume
Short Volume: VLY — 60.4% short (0.9M / 1.5M)
Short: 892,651 | Exempt: 782 | TRF Vol: 1,476,904 | Short Ratio: 60.4% | Off-exchange volume (dark pool + OTC)
May 18, 2026
dividend
Valley National Bancorp Declares its Regular Quarterly Preferred and Common Stock Dividends
<p align="justify">NEW YORK, May 18, 2026 (GLOBE NEWSWIRE) -- Valley National Bancorp (<strong>NASDAQ:VLY</strong>) (“Valley”), the holding company