VLY
VALLEY NATIONAL BANCORP
$14.63
+1.53%
$8.1B
No data for this timeframe.
Vol
Market Cap$8.1B
Cap SizeMid Cap
Analyst ConsensusStrong Buy (79%)
Inst. Holders50 funds
Inst. Value$3.6B
Inst. Activity25 buys / 23 sells
Insider Activity0B / 1S
Insider Net $-$1.2M
SEC Reports4
Recent Activity
Jun 12, 2026
short_volume
Short Volume: VLY — 61.0% short (1.2M / 1.9M)
Short: 1,169,530 | Exempt: 8,518 | TRF Vol: 1,917,434 | Short Ratio: 61.0% | Off-exchange volume (da
May 18, 2026
Insider
EFRAT EYAL was granted 8,121 shares
Director
May 18, 2026
Insider
MAIO PETER V was granted 8,121 shares
Director
May 18, 2026
Insider
PERROTT KATHLEEN C was granted 8,121 shares
Director
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.
WELLINGTON MANAGEMENT GROUP LLP — ADD
15,515,156 shares ($190.5M)
Price Targets
$15.75
+7.7% upside
Buy
Current $14.63
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 |
|---|---|---|
| BlackRock, Inc. | $867.7M | — |
| DIMENSIONAL FUND ADVISORS LP | $365.2M | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $307.0M | — |
| STATE STREET CORP | $289.1M | — |
| VANGUARD CAPITAL MANAGEMENT LLC | $261.0M | — |
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 |
50 institutional holders with $3.6B total value (289,882,882 shares) as of 2026-Q1. Top holders: BlackRock,, DIMENSIONAL, VANGUARD. Net buying activity: 25 institutions added/increased vs 23 reduced.
Top Institutional Holders — 2026-Q1
| # | Fund | Shares | Value | % of Tracked | Last Move |
|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 70,662,585 | $867.7M | 24.4% | — |
| 2 | DIMENSIONAL FUND ADVISORS LP | 29,744,462 | $365.2M | 10.3% | — |
| 3 | VANGUARD PORTFOLIO MANAGEMENT LLC | 25,000,940 | $307.0M | 8.6% | — |
| 4 | STATE STREET CORP | 23,325,401 | $289.1M | 8.1% | — |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 21,252,828 | $261.0M | 7.3% | — |
| 6 | WELLINGTON MANAGEMENT GROUP LLP | 15,515,156 | $190.5M | 5.3% | ADD +32.6% |
| 7 | NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | 12,457,731 | $153.0M | 4.3% | — |
| 8 | GOLDMAN SACHS GROUP INC | 7,811,182 | $95.9M | 2.7% | — |
| 9 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 7,723,607 | $94.8M | 2.7% | — |
| 10 | JUPITER ASSET MANAGEMENT LTD | 6,885,523 | $84.6M | 2.4% | DOUBLED +9565.9% |
| 11 | MORGAN STANLEY | 6,038,584 | $74.2M | 2.1% | — |
| 12 | VOYA INVESTMENT MANAGEMENT LLC | 5,984,569 | $73.5M | 2.1% | ADD +56.8% |
| 13 | Freestone Grove Partners LP | 5,448,809 | $66.9M | 1.9% | DOUBLED +737.3% |
| 14 | FULLER & THALER ASSET MANAGEMENT, INC. | 4,969,928 | $61.0M | 1.7% | TRIM -28.7% |
| 15 | Artemis Investment Management LLP | 4,866,154 | $59.8M | 1.7% | — |
| 16 | MARSHALL WACE, LLP | 4,534,227 | $55.7M | 1.6% | TRIM -33.6% |
| 17 | BANK OF AMERICA CORP /DE/ | 3,919,652 | $48.1M | 1.4% | — |
| 18 | Nuveen, LLC | 3,824,445 | $47.0M | 1.3% | ADD +47.5% |
| 19 | VANGUARD FIDUCIARY TRUST CO | 3,158,067 | $38.8M | 1.1% | — |
| 20 | Invesco Ltd. | 2,573,957 | $31.6M | 0.9% | — |
Recent Position Changes
| Fund | Action | Prev Shares | Curr Shares | Change % | Value | Quarter |
|---|---|---|---|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | 11,702,499 | 15,515,156 | +32.6% | $190.5M | 2026-Q1 |
| JUPITER ASSET MANAGEMENT LTD | DOUBLED | 71,235 | 6,885,523 | +9565.9% | $84.6M | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC | ADD | 3,816,821 | 5,984,569 | +56.8% | $73.5M | 2026-Q1 |
| Freestone Grove Partners LP | DOUBLED | 650,798 | 5,448,809 | +737.3% | $66.9M | 2026-Q1 |
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | 6,971,067 | 4,969,928 | -28.7% | $61.0M | 2026-Q1 |
| MARSHALL WACE, LLP | TRIM | 6,831,049 | 4,534,227 | -33.6% | $55.7M | 2026-Q1 |
| Nuveen, LLC | ADD | 2,593,255 | 3,824,445 | +47.5% | $47.0M | 2026-Q1 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | TRIM | 3,035,529 | 1,921,479 | -36.7% | $23.6M | 2026-Q1 |
| MACKENZIE FINANCIAL CORP | TRIM | 1,451,043 | 778,797 | -46.3% | $9.6M | 2026-Q1 |
| AMERIPRISE FINANCIAL INC | TRIM | 1,000,842 | 747,684 | -25.3% | $9.2M | 2026-Q1 |
| Trexquant Investment LP | TRIM | 1,232,385 | 625,948 | -49.2% | $7.7M | 2026-Q1 |
| Cerity Partners LLC | ADD | 478,203 | 607,125 | +27.0% | $7.5M | 2026-Q1 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | DOUBLED | 225,341 | 560,714 | +148.8% | $6.9M | 2026-Q1 |
| ExodusPoint Capital Management, LP | TRIM | 765,177 | 537,128 | -29.8% | $6.6M | 2026-Q1 |
| Mariner, LLC | ADD | 243,879 | 473,167 | +94.0% | $5.8M | 2026-Q1 |
| Verition Fund Management LLC | TRIM | 1,015,424 | 465,862 | -54.1% | $5.7M | 2026-Q1 |
| SEI INVESTMENTS CO | ADD | 275,233 | 461,493 | +67.7% | $5.7M | 2026-Q1 |
| Rafferty Asset Management, LLC | TRIM | 708,238 | 389,970 | -44.9% | $4.8M | 2026-Q1 |
| FIFTH THIRD BANCORP | DOUBLED | 3,446 | 371,427 | +10678.5% | $4.6M | 2026-Q1 |
| FEDERATED HERMES, INC. | DOUBLED | 49,349 | 308,165 | +524.5% | $3.8M | 2026-Q1 |
| CWM, LLC | ADD | 161,221 | 267,369 | +65.8% | $3.3M | 2026-Q1 |
| Connor, Clark & Lunn Investment Management Ltd. | TRIM | 762,303 | 240,513 | -68.4% | $3.0M | 2026-Q1 |
| TUDOR INVESTMENT CORP ET AL | TRIM | 806,127 | 227,766 | -71.7% | $2.8M | 2026-Q1 |
| CAPITAL FUND MANAGEMENT S.A. | TRIM | 274,286 | 199,089 | -27.4% | $2.4M | 2026-Q1 |
| WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | ADD | 155,610 | 202,903 | +30.4% | $2.4M | 2026-Q1 |
20 unique insiders with 31 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 | AWARD | 8,121 | — | — |
| May 18, 2026 | MAIO PETER V | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | PERROTT KATHLEEN C | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | SANDOR NITZAN | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | SANI SURESH L | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | SCHULTZ MELISSA J | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | Steans Jennifer W | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | VAZQUEZ CARLOS J | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | WILKS JEFFREY S | Director | AWARD | 8,121 | — | — |
| May 18, 2026 | WILLIAMS SIDNEY S | Director | AWARD | 8,121 | — | — |
| 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 | EXERCISE | 90,537 | $8.47 | $766.8K |
| Apr 1, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | TAX W/H | 3,836 | $12.28 | $47.1K |
| Feb 23, 2026 | SMITH PATRICK D | SEVP, Pres Consumer Banking | AWARD | 29,941 | — | — |
| Feb 23, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | AWARD | 23,953 | — | — |
| Feb 23, 2026 | SAEGER MARK | EVP, Chief Credit Officer | AWARD | 17,777 | — | — |
| Feb 23, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | AWARD | 32,935 | — | — |
| Feb 23, 2026 | CRANDELL MITCHELL L | EVP & Chief Accounting Officer | AWARD | 14,035 | — | — |
| Feb 23, 2026 | Surowiec Yvonne M. | SEVP, Chief People Officer | AWARD | 18,713 | — | — |
| Feb 23, 2026 | Robbins Ira | Chief Executive Officer | AWARD | 109,492 | — | — |
| Feb 23, 2026 | SLOAN LYNDSEY M | SEVP, General Counsel | AWARD | 17,965 | — | — |
| Feb 23, 2026 | LAN TRAVIS | SEVP, Chief Financial Officer | AWARD | 23,953 | — | — |
| Feb 23, 2026 | REGAN JOHN P | SEVP, Chief Risk Officer | AWARD | 17,965 | — | — |
| Feb 2, 2026 | BARRETT RUSSELL | SEVP, Chief Operating Officer | TAX W/H | 760 | $12.46 | $9.5K |
| Feb 2, 2026 | SAEGER MARK | EVP, Chief Credit Officer | TAX W/H | 2,013 | $12.46 | $25.1K |
| Feb 2, 2026 | CRANDELL MITCHELL L | EVP & Chief Accounting Officer | TAX W/H | 951 | $12.46 | $11.8K |
| Feb 2, 2026 | Robbins Ira | Chief Executive Officer | TAX W/H | 10,266 | $12.46 | $127.9K |
| Feb 2, 2026 | REGAN JOHN P | SEVP, Chief Risk Officer | TAX W/H | 1,835 | $12.46 | $22.9K |
| Feb 2, 2026 | Martocci Gino A. | SEVP, Pres Commercial Banking | TAX W/H | 3,761 | $12.46 | $46.9K |
| Feb 2, 2026 | LAN TRAVIS | SEVP, Chief Financial Officer | TAX W/H | 1,531 | $12.46 | $19.1K |
| Feb 2, 2026 | Surowiec Yvonne M. | SEVP, Chief People Officer | TAX W/H | 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
+7.7% upside
Buy (3.00)
$14.00 Low
$17.00 High
| Metric | Value |
|---|---|
| Current Price | $14.63 |
| 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 |
8 analyst firms have rated this stock: 0 upgrades, 1 downgrades, 0 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 |
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 12, 2026
short_volume
Short Volume: VLY — 61.0% short (1.2M / 1.9M)
Short: 1,169,530 | Exempt: 8,518 | TRF Vol: 1,917,434 | Short Ratio: 61.0% | Off-exchange volume (dark pool + OTC)
Jun 11, 2026
short_volume
Short Volume: VLY — 68.8% short (1.4M / 2.0M)
Short: 1,381,628 | Exempt: 1,546 | TRF Vol: 2,008,805 | Short Ratio: 68.8% | Off-exchange volume (dark pool + OTC)
Jun 10, 2026
short_volume
Short Volume: VLY — 58.0% short (2.5M / 4.3M)
Short: 2,505,335 | Exempt: 328 | TRF Vol: 4,318,201 | Short Ratio: 58.0% | Off-exchange volume (dark pool + OTC)
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)