Keefe, Bruyette & Woods Issues Positive Forecast for Valley National Bancorp (NASDAQ:VLY) Stock Price

Valley National Bancorp (NASDAQ:VLY) had its price objective increased by Keefe, Bruyette & Woods from $15.00 to $16.00 in a research report sent to investors on Friday morning,Benzinga reports. Keefe, Bruyette & Woods currently has a market perform rating on the stock.

Several other analysts have also recently commented on VLY. National Bank Financial set a $17.50 target price on Valley National Bancorp in a research report on Wednesday, July 1st. JPMorgan Chase & Co. increased their price target on shares of Valley National Bancorp from $15.00 to $17.50 and gave the stock an “overweight” rating in a research note on Wednesday, July 1st. Royal Bank Of Canada increased their price objective on Valley National Bancorp from $14.00 to $16.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Barclays raised their target price on shares of Valley National Bancorp from $14.00 to $15.00 and gave the company an “equal weight” rating in a research note on Tuesday, July 7th. Finally, Morgan Stanley reaffirmed a “positive” rating on shares of Valley National Bancorp in a research report on Monday, June 29th. Three research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating and four have assigned a Hold rating to the company. According to data from MarketBeat, the company currently has an average rating of “Moderate Buy” and an average target price of $16.03.

Valley National Bancorp Trading Down 0.8%

Shares of NASDAQ:VLY opened at $14.34 on Friday. The company has a debt-to-equity ratio of 0.35, a quick ratio of 0.96 and a current ratio of 0.96. The stock has a market capitalization of $7.95 billion, a price-to-earnings ratio of 12.15 and a beta of 1.03. Valley National Bancorp has a 1-year low of $8.95 and a 1-year high of $15.20. The company has a 50 day moving average price of $14.22 and a 200 day moving average price of $13.23.

Valley National Bancorp (NASDAQ:VLY) last issued its earnings results on Thursday, July 23rd. The company reported $0.30 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.31 by ($0.01). The company had revenue of $560.74 million during the quarter, compared to analyst estimates of $557.16 million. Valley National Bancorp had a return on equity of 9.13% and a net margin of 19.49%.The business’s revenue was up 13.3% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $0.23 earnings per share. On average, research analysts anticipate that Valley National Bancorp will post 1.3 EPS for the current fiscal year.

Valley National Bancorp Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Thursday, October 1st. Stockholders of record on Tuesday, September 15th will be given a dividend of $0.11 per share. The ex-dividend date of this dividend is Tuesday, September 15th. This represents a $0.44 annualized dividend and a dividend yield of 3.1%. Valley National Bancorp’s dividend payout ratio is currently 39.64%.

Insiders Place Their Bets

In related news, CAO Mitchell L. Crandell sold 25,495 shares of the business’s stock in a transaction on Friday, June 12th. The shares were sold at an average price of $14.63, for a total value of $372,991.85. Following the sale, the chief accounting officer directly owned 76,116 shares of the company’s stock, valued at approximately $1,113,577.08. The trade was a 25.09% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which can be accessed through this hyperlink. Also, COO Russell Barrett sold 90,537 shares of the company’s stock in a transaction on Monday, April 27th. The stock was sold at an average price of $13.54, for a total transaction of $1,225,870.98. Following the completion of the transaction, the chief operating officer directly owned 64,167 shares of the company’s stock, valued at approximately $868,821.18. The trade was a 58.52% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Company insiders own 1.06% of the company’s stock.

Institutional Investors Weigh In On Valley National Bancorp

Several institutional investors have recently bought and sold shares of VLY. Geode Capital Management LLC boosted its stake in shares of Valley National Bancorp by 1.9% during the 4th quarter. Geode Capital Management LLC now owns 13,029,085 shares of the company’s stock worth $152,200,000 after buying an additional 247,651 shares during the last quarter. Marshall Wace LLP increased its position in shares of Valley National Bancorp by 1,013.8% in the fourth quarter. Marshall Wace LLP now owns 6,831,049 shares of the company’s stock valued at $79,787,000 after acquiring an additional 6,217,716 shares during the last quarter. Norges Bank acquired a new stake in shares of Valley National Bancorp in the fourth quarter valued at about $71,554,000. AQR Capital Management LLC raised its holdings in Valley National Bancorp by 3.9% during the fourth quarter. AQR Capital Management LLC now owns 6,024,409 shares of the company’s stock worth $70,365,000 after acquiring an additional 224,996 shares in the last quarter. Finally, UBS Group AG raised its holdings in Valley National Bancorp by 404.7% during the third quarter. UBS Group AG now owns 5,867,611 shares of the company’s stock worth $62,197,000 after acquiring an additional 4,704,971 shares in the last quarter. Institutional investors own 61.00% of the company’s stock.

Key Headlines Impacting Valley National Bancorp

Here are the key news stories impacting Valley National Bancorp this week:

• Positive Sentiment: JPMorgan Chase & Co. kept an Overweight rating on Valley National Bancorp and trimmed its price target only modestly to $17.00 from $17.50, signaling continued confidence in upside from current levels. JPMorgan price target update
• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $16.00 from $15.00, suggesting analysts still see room for the shares to recover despite the earnings miss. KBW price target update
• Positive Sentiment: Valley National posted year-over-year revenue growth of 13.3%, helped by stronger net interest income and non-interest income, and provisions were lower, which supports the longer-term earnings outlook. Second quarter 2026 results
• Neutral Sentiment: Adjusted second-quarter EPS came in at $0.30 versus the consensus $0.31, a very small miss that was offset by slightly better-than-expected revenue. Second quarter 2026 results
• Negative Sentiment: The main drag on the stock is that higher expenses kept Valley National from fully beating earnings estimates, limiting enthusiasm around an otherwise solid quarter. Earnings miss analysis

About Valley National Bancorp

Valley National Bancorp (NASDAQ: VLY) is a regional bank holding company headquartered in Wayne, New Jersey, offering a comprehensive suite of commercial and consumer banking products and services. Through its banking subsidiary, Valley National Bank, the company provides deposit accounts, residential and commercial lending, mortgage services, treasury and cash management, foreign exchange and trade finance solutions. Complementary wealth management and insurance offerings round out its financial services platform, catering to individual, small-business and corporate clients.

Tracing its roots to the establishment of Wayne National Bank in 1927, Valley has grown into one of the largest banks in New Jersey by both assets and deposit share.