Valley National Bancorp (NASDAQ:VLY) Hits New 1-Year High After Strong Earnings

Valley National Bancorp (NASDAQ:VLY) hit a new 52-week high during trading on Thursday after the company announced better than expected quarterly earnings. The company traded as high as $12.78 and last traded at $12.5790, with a volume of 5106807 shares traded. The stock had previously closed at $12.27.

The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.02. The company had revenue of $541.25 million for the quarter, compared to the consensus estimate of $524.31 million. Valley National Bancorp had a return on equity of 7.92% and a net margin of 17.11%.The firm’s quarterly revenue was up 14.1% compared to the same quarter last year. During the same quarter in the prior year, the business posted $0.13 EPS.

Valley National Bancorp News Summary

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

• Positive Sentiment: Q4 results beat consensus: VLY reported record Q4 earnings (EPS $0.31 vs. $0.29 est.) with revenue up ~14% and strength in net interest income, fee income, loans and deposits — a clear operational improvement that supports earnings momentum. VLY Q4 Earnings and Revenues Beat Estimates (Zacks)
• Positive Sentiment: Market commentary and write-ups upgraded tone: a Seeking Alpha piece frames VLY as “poised for growth” after its transformation, which can help investor conviction on longer‑term upside. Valley National Bancorp: Poised For Growth After Transformation (Upgrade)
• Positive Sentiment: Analyst bullishness from some shops: Hovde raised its target to $15 and reaffirmed an outperform view, signaling more upside in some sell‑side models. Hovde Group raises price target to $15 (Finviz)
• Neutral Sentiment: Other analysts raised targets but kept neutral ratings: Barclays lifted its target to $14 (equal weight) and Keefe Bruyette & Woods to $13 (market perform) — supportive but not uniformly bullish, suggesting mixed conviction on near‑term upside. Barclays raises PT to $14; Keefe raises PT to $13 (Benzinga/TickerReport)
• Neutral Sentiment: Full disclosure and details available: the company provided the earnings press release, slide deck and call transcript for deeper due diligence — useful for investors assessing sustainability of the beat. VLY Q4 2025 Press Release / Slide Deck
• Negative Sentiment: Despite the beat and multiple target increases, shares have pulled back intraday — likely profit taking after the post‑earnings run and the presence of neutral/equal‑weight analyst views limiting strong follow‑through. (Higher-than-average volume suggests active repositioning.)

Analyst Ratings Changes

Several brokerages recently commented on VLY. Keefe, Bruyette & Woods increased their price objective on shares of Valley National Bancorp from $12.50 to $13.00 and gave the company a “market perform” rating in a research report on Friday. Barclays upped their target price on shares of Valley National Bancorp from $13.00 to $14.00 and gave the stock an “equal weight” rating in a research note on Friday. National Bankshares set a $16.00 price target on shares of Valley National Bancorp in a research report on Friday. Raymond James Financial upgraded shares of Valley National Bancorp from a “market perform” rating to a “strong-buy” rating and set a $15.00 price objective for the company in a report on Friday. Finally, Weiss Ratings downgraded Valley National Bancorp from a “buy (b-)” rating to a “hold (c+)” rating in a research note on Thursday, January 15th. Two research analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, Valley National Bancorp presently has an average rating of “Moderate Buy” and an average target price of $14.20.

Institutional Investors Weigh In On Valley National Bancorp

A number of large investors have recently added to or reduced their stakes in the stock. Azora Capital LP bought a new position in shares of Valley National Bancorp during the 3rd quarter valued at $103,120,000. UBS Group AG lifted its holdings in Valley National Bancorp by 404.7% in the third quarter. UBS Group AG now owns 5,867,611 shares of the company’s stock valued at $62,197,000 after acquiring an additional 4,704,971 shares during the period. Norges Bank bought a new position in Valley National Bancorp in the second quarter valued at about $31,276,000. Holocene Advisors LP purchased a new position in Valley National Bancorp in the third quarter worth about $34,593,000. Finally, Freestone Grove Partners LP bought a new stake in shares of Valley National Bancorp during the 3rd quarter valued at about $27,607,000. Institutional investors own 61.00% of the company’s stock.

Valley National Bancorp Stock Down 1.7%

The company’s 50-day moving average price is $11.84 and its 200 day moving average price is $10.85. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.97. The stock has a market cap of $6.95 billion, a PE ratio of 12.34 and a beta of 1.09.

Valley National Bancorp Company Profile

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.