JPMorgan Chase & Co. Issues Pessimistic Forecast for Valley National Bancorp (NASDAQ:VLY) Stock Price

Valley National Bancorp (NASDAQ:VLY) had its target price cut by investment analysts at JPMorgan Chase & Co. from $17.50 to $17.00 in a research note issued to investors on Friday,Benzinga reports. The firm currently has an “overweight” rating on the stock. JPMorgan Chase & Co.‘s price objective would suggest a potential upside of 18.55% from the stock’s previous close.

VLY has been the topic of a number of other research reports. National Bank Financial set a $17.50 target price on Valley National Bancorp in a research report on Wednesday, July 1st. TD Cowen reissued a “buy” rating on shares of Valley National Bancorp in a research report on Wednesday, June 17th. UBS Group set a $17.00 price objective on shares of Valley National Bancorp in a research note on Tuesday, July 7th. Royal Bank Of Canada upped their price objective on shares of Valley National Bancorp from $14.00 to $16.00 and gave the company an “outperform” rating in a report on Friday, April 24th. Finally, Morgan Stanley reiterated a “positive” rating on shares of Valley National Bancorp in a research note on Monday, June 29th. Three equities 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 stock. According to MarketBeat.com, Valley National Bancorp currently has an average rating of “Moderate Buy” and a consensus target price of $16.03.

Valley National Bancorp Stock Performance

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

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

Insider Activity

In related news, CAO Mitchell L. Crandell sold 25,495 shares of Valley National Bancorp stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $14.63, for a total transaction of $372,991.85. Following the completion of the transaction, the chief accounting officer directly owned 76,116 shares in the company, valued at approximately $1,113,577.08. This trade represents a 25.09% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, COO Russell Barrett sold 90,537 shares of the business’s stock in a transaction that occurred on Monday, April 27th. The shares were sold at an average price of $13.54, for a total value 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 $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. 1.06% of the stock is owned by company insiders.

Hedge Funds Weigh In On Valley National Bancorp

Several institutional investors have recently made changes to their positions in VLY. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. boosted its holdings in Valley National Bancorp by 5.9% during the first quarter. MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. now owns 282,143 shares of the company’s stock worth $2,508,000 after buying an additional 15,771 shares in the last quarter. Jones Financial Companies Lllp purchased a new position in Valley National Bancorp in the first quarter valued at $191,000. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC raised its position in shares of Valley National Bancorp by 21.5% in the first quarter. UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC now owns 1,445,644 shares of the company’s stock worth $12,852,000 after acquiring an additional 255,870 shares during the period. Focus Partners Wealth raised its position in shares of Valley National Bancorp by 34.9% in the first quarter. Focus Partners Wealth now owns 60,868 shares of the company’s stock worth $541,000 after acquiring an additional 15,761 shares during the period. Finally, Envestnet Asset Management Inc. acquired a new position in shares of Valley National Bancorp in the second quarter worth about $119,000. 61.00% of the stock is owned by hedge funds and other institutional investors.

Valley National Bancorp News Roundup

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.