Valley National Bancorp Résultats passés
Passé contrôle des critères 5/6
Valley National Bancorp a connu une croissance annuelle moyenne de ses bénéfices de 0.9%, tandis que le secteur Banks a vu ses bénéfices augmenter de en hausse à 2.8% par an. Les revenus ont augmenté de en hausse à un taux moyen de 5.8% par an. Le rendement des capitaux propres de Valley National Bancorp est 8.4% et ses marges nettes sont de 32.3%.
Informations clés
0.87%
Taux de croissance des bénéfices
-6.17%
Taux de croissance du BPA
| Banks Croissance de l'industrie | 11.18% |
| Taux de croissance des recettes | 5.80% |
| Rendement des fonds propres | 8.38% |
| Marge nette | 32.28% |
| Dernière mise à jour des bénéfices | 31 Mar 2026 |
Mises à jour récentes des performances passées
Recent updates
Mise à jour du récit • May 10
VLY: Capital Return Plans And Loan Quality Will Support Mid Teens P/E Potential
The updated analyst price target for Valley National Bancorp moves to $15.71 from $14.82, with analysts pointing to refreshed assumptions for revenue growth, profit margins, and a slightly lower future P/E multiple, even as the discount rate edges higher. Analyst Commentary Recent research on Valley National Bancorp shows a mix of optimism and caution, with several firms adjusting price targets and one high profile downgrade.Mise à jour du récit • Apr 20
VLY: Capital Return And Loan Quality Will Shape Future Mid Teens P E Potential
Valley National Bancorp's updated analyst price target edges higher to about $14.82 from roughly $14.68, as analysts factor in a slightly lower discount rate, modestly stronger revenue growth and profit margin assumptions, and a marginally lower future P/E, supported by a recent wave of price target raises and Overweight ratings across several firms. Analyst Commentary Recent research on Valley National Bancorp shows a mix of optimism and caution, with several firms adjusting price targets and ratings as they reassess earnings power, risk, and where the shares should trade on a P/E basis.Mise à jour du récit • Apr 06
VLY: Capital Return And Loan Quality Will Support Higher Future Price Potential
Valley National Bancorp's updated analyst price target edges slightly lower to reflect a modest trim in fair value to about $14.68, as analysts factor in a mix of recent target cuts from JPMorgan and Morgan Stanley, alongside earlier target increases from several firms that see steady profitability and a slightly lower assumed future P/E multiple. Analyst Commentary Recent research on Valley National Bancorp reflects a mix of optimism around execution and profitability, alongside fresh caution reflected in the latest target cuts from JPMorgan and Morgan Stanley.Mise à jour du récit • Mar 23
VLY: Capital Return And Loan Quality Should Support Higher Price Potential
Analysts have lifted the consolidated price target for Valley National Bancorp to $16. This reflects updated views around loan growth, net interest margin and capital return across midcap banks, even after a volatile spell for the sector.Mise à jour du récit • Mar 08
VLY: Capital Return And Loan Quality Should Support Further Share Price Upside
Valley National Bancorp's analyst price target has risen to $16, leading to a modest increase in our fair value estimate to $14.96, as analysts highlight supportive trends in loan growth, net interest margin and capital return for midcap banks. Analyst Commentary Recent Street research around Valley National Bancorp clusters around a similar message, with several bullish analysts lifting their price targets and aligning around a mid cap bank recovery theme that leans on loan growth, net interest margin and capital return.Mise à jour du récit • Feb 22
VLY: Buybacks And Refined Risk Assumptions Will Support Measured Future Upside
Analysts have lifted their average price target on Valley National Bancorp by about $1, reflecting updated assumptions for discount rates, revenue growth, profit margins and future P/E. This change is in line with a wave of recent target increases and an upgrade across the Street.Mise à jour du récit • Feb 08
VLY: Buybacks And Repricing Are Expected To Support Measured Future Upside
The updated analyst price target for Valley National Bancorp moves to about US$14.68 from roughly US$14.04 as analysts factor in revised assumptions around fair value, discount rate, revenue growth, profit margin, and future P/E in light of a recent wave of price target increases across the Street. Analyst Commentary Recent Street research on Valley National Bancorp has been active, with several firms adjusting their price targets and at least one issuing an upgrade.Seeking Alpha • Jan 30
Valley National Bancorp: Poised For Growth After Transformation (Upgrade)
Summary Valley National Bancorp has completed a strategic repositioning, reducing CRE exposure and strengthening capital, supporting a return to sustainable earnings growth. VLY delivered strong Q4 results, with EPS of $0.31 and revenue up 14%, driven by robust deposit growth, lower funding costs, and improving net interest margin. Multifamily exposure, particularly to NYC rent-regulated units, remains a manageable risk, but CRE and office portfolios are now higher quality and less concerning. I reinstate a "Buy" rating on VLY, targeting $14–$15, as the bank shifts to growth, trades at 10x 2026E EPS, and offers attractive capital returns. Read the full article on Seeking AlphaMise à jour du récit • Jan 24
VLY: Lower-Cost Deposits And Fixed Asset Repricing Will Support Future NIM Expansion
Analysts have made a modest upward revision to their valuation for Valley National Bancorp, lifting the price target by about $0.08 per share. They are factoring in expectations for lower cost deposit growth, benefits from fixed asset repricing, and healthier commercial lending pipelines supporting earnings and NIM potential.Mise à jour du récit • Jan 08
VLY: Lower-Cost Deposits Are Expected To Drive Future NIM Expansion
Narrative Update: Valley National Bancorp Analysts have raised their average price target on Valley National Bancorp by approximately US$3, citing recent research that highlights lower-cost deposit growth, anticipated net interest margin (NIM) expansion, and updated earnings estimates following the latest quarterly results. Analyst Commentary Recent Street research has turned more constructive on Valley National Bancorp, with multiple firms adjusting their price targets and earnings assumptions following the latest quarterly results.Mise à jour du récit • Dec 20
VLY: Lower-Cost Deposits Will Drive Stronger Future Net Interest Margin
Valley National Bancorp's fair value estimate has inched up to approximately $13.96 from $13.75 as analysts point to rising price targets, improving net interest margin potential, and stronger earnings growth visibility supported by lower cost deposits, asset repricing benefits, and disciplined expense control. Analyst Commentary Street research updates reflect a notably more constructive stance on Valley National Bancorp, with several firms lifting price targets into the mid teens as confidence builds around execution on earnings growth and return targets.Mise à jour du récit • Dec 06
VLY: Lower-Cost Deposits Will Drive Above-Peer Net Interest Margin Expansion
Analysts have modestly raised their fair value estimate for Valley National Bancorp to $13.75 from $13.58, as they increasingly expect lower cost deposit growth, improving net interest margins, and a visible path to faster earnings growth and higher returns on tangible common equity. Analyst Commentary Bullish analysts have increasingly highlighted Valley National Bancorp as a differentiated value opportunity in the regional banking space, pointing to both stronger earnings momentum and a narrowing valuation gap versus peers.Mise à jour du récit • Nov 22
VLY: Lower-Cost Deposits And C&I Lending Will Drive Return Goal Progress
Valley National Bancorp's analyst price target has been increased slightly from $13.46 to $13.58. Analysts point to continued deposit growth, improving loan pipelines, and a constructive outlook for earnings growth as supporting factors for the upward revision.Article d’analyse • Nov 12
Valley National Bancorp (NASDAQ:VLY) Will Pay A Dividend Of $0.11
Valley National Bancorp ( NASDAQ:VLY ) has announced that it will pay a dividend of $0.11 per share on the 2nd of...Mise à jour du récit • Nov 06
VLY: Lower-Cost Deposit Momentum And Lending Pipeline Will Drive Outperformance
Valley National Bancorp's analyst price target has been raised from approximately $12.73 to $13.46. Analysts cite improving deposit growth, robust loan pipelines, and a more optimistic outlook for earnings growth relative to peers.Article d’analyse • Oct 28
Valley National Bancorp (NASDAQ:VLY) Is Due To Pay A Dividend Of $0.11
Valley National Bancorp ( NASDAQ:VLY ) will pay a dividend of $0.11 on the 2nd of January. Based on this payment, the...Mise à jour du récit • Oct 23
Analysts Raise Valley National Bancorp Target Amid Optimism on Margin Expansion and Loan Growth
Valley National Bancorp's analyst price target has risen to $12.73 from $12.50, as analysts cite improved net interest margin prospects, robust loan growth, and operating efficiencies as the basis for the updated outlook. Analyst Commentary Recent Street research reflects a generally constructive stance toward Valley National Bancorp, with multiple upgrades and increased price targets.Mise à jour du récit • Oct 09
Digital Investments And Sun Belt Expansion Will Empower Future Markets
Analysts have raised their price target for Valley National Bancorp from $11.96 to $12.50, citing expectations for improving margin growth, continued loan expansion, and better cost controls. Analyst Commentary Recent Street research reflects a constructive tone among analysts following Valley National Bancorp's recent upgrades and raised price targets.Mise à jour du récit • Sep 25
Digital Investments And Sun Belt Expansion Will Empower Future Markets
Analysts have raised Valley National Bancorp’s price target to $11.96, citing improving net interest margins, effective expense control, and strengthened balance sheet fundamentals, which support a higher valuation and reflect growing confidence in the bank’s profitability trajectory. Analyst Commentary Bullish analysts expect Valley National to achieve notable net interest margin gains, driven by lower deposit costs and improved loan growth trends relative to peers.Mise à jour du récit • Sep 10
Digital Investments And Sun Belt Expansion Will Empower Future Markets
Analysts have raised Valley National Bancorp's price target to $11.05, citing improved macroeconomic conditions, deregulation, expected loan growth, and stronger fundamentals, despite some concerns over valuation. Analyst Commentary Bullish analysts highlight improving macroeconomic conditions, supporting further upside and relative outperformance potential for Valley National.Article d’analyse • Sep 08
Valley National Bancorp (NASDAQ:VLY) Will Pay A Dividend Of $0.11
Valley National Bancorp ( NASDAQ:VLY ) will pay a dividend of $0.11 on the 1st of October. Based on this payment, the...Article d’analyse • May 24
Valley National Bancorp (NASDAQ:VLY) Is Paying Out A Dividend Of $0.11
The board of Valley National Bancorp ( NASDAQ:VLY ) has announced that it will pay a dividend of $0.11 per share on the...Seeking Alpha • Apr 27
Valley National: Turning The Corner After A Mixed Q1 (Rating Upgrade)
Summary Valley National Bancorp's stock is undervalued, trading below tangible book value, with a 14% total return potential including a 5% dividend yield. The bank has improved its capital and reserves, with a CET1 ratio of 10.8%, targeting over 11% by year-end. Valley's net interest margins are expected to improve as high-cost funding sources are replaced and the securities portfolio benefits from higher rates. Despite slower loan growth and potential credit costs, Valley's proactive measures and strong deposit growth support a bullish outlook, moving shares to a buy. Read the full article on Seeking AlphaSeeking Alpha • Feb 24
Valley National Bancorp: Performance Improvements, But Still Avoiding Preferred Shares
Summary Valley National Bancorp's financial results have improved with better interest spreads and net interest income, but loan performance issues remain a concern. The bank's preferred shares offer high yields but are priced above par, limiting potential upside and warranting a hold rating. Nonowner occupied commercial real estate loans, which make up 25% of total loans, continue to underperform, posing a risk to earnings. Despite recent progress, the elevated loan to deposit ratio and reliance on external financing suggest caution, leading to a sell rating on common shares. Read the full article on Seeking AlphaSeeking Alpha • Jan 24
Valley National Bancorp: NIM Expansion And A Promising 2025
Summary Valley National Bancorp showed significant improvement in Q4 2024, reducing its CRE concentration ratio and loan-to-deposit ratio. Despite a challenging 2024, VLY's strategic shift towards C&I and consumer loans, along with lower deposit costs, positions it for better financials in 2025. VLY benefits from a steepening yield curve, with net interest income expected to grow double-digits by 2025, enhancing profitability. VLY offers a promising capital gain potential with a fair value estimate of $12.74, alongside a consistent 4.50% dividend yield, albeit without growth. Read the full article on Seeking AlphaSeeking Alpha • Oct 25
Valley National's Positive CRE Developments Are Priced In (Downgrade)
Summary Valley National Bank shares have risen 23% over the past year, with a 5% boost from solid Q3 earnings, but valuation is now less attractive. The bank's de-risking plan is ahead of schedule, with an $800 million CRE loan sale reducing exposure and mitigating downside risk. Deposit performance is resilient, with a $300 million sequential increase and lower customer deposit costs expected to benefit Q4 margins. While there is a secure 4.8% dividend, shares appear fairly valued at 10x forward earnings, leading to my revised rating of "hold." Read the full article on Seeking Alpha
Nouveau récit • Sep 02
Shifting Focus To C&I Loans And Reducing CRE Risk Promises A Brighter, Diversified Financial Future
A strategic shift towards commercial & industrial loans and owner-occupied CRE loans is aimed at diversifying the balance sheet to reduce risk and volatility.Ventilation des recettes et des dépenses
Ventilation des recettes et des dépenses
Comment Valley National Bancorp gagne et dépense de l'argent. Sur la base des derniers bénéfices déclarés, sur une base LTM.
Historique des gains et des recettes
| Date | Recettes | Les revenus | Dépenses G+A | Dépenses de R&D |
|---|---|---|---|---|
| 31 Mar 26 | 1,941 | 627 | 905 | 0 |
| 31 Dec 25 | 1,844 | 569 | 886 | 0 |
| 30 Sep 25 | 1,704 | 490 | 876 | 0 |
| 30 Jun 25 | 1,603 | 426 | 864 | 0 |
| 31 Mar 25 | 1,520 | 366 | 861 | 0 |
| 31 Dec 24 | 1,518 | 359 | 864 | 0 |
| 30 Sep 24 | 1,577 | 318 | 860 | 0 |
| 30 Jun 24 | 1,652 | 363 | 868 | 0 |
| 31 Mar 24 | 1,758 | 432 | 869 | 0 |
| 31 Dec 23 | 1,823 | 482 | 883 | 0 |
| 30 Sep 23 | 1,906 | 589 | 853 | 0 |
| 30 Jun 23 | 1,954 | 627 | 856 | 0 |
| 31 Mar 23 | 1,912 | 585 | 836 | 0 |
| 31 Dec 22 | 1,793 | 556 | 865 | 0 |
| 30 Sep 22 | 1,625 | 494 | 736 | 0 |
| 30 Jun 22 | 1,457 | 438 | 665 | 0 |
| 31 Mar 22 | 1,359 | 462 | 613 | 0 |
| 31 Dec 21 | 1,321 | 461 | 581 | 0 |
| 30 Sep 21 | 1,294 | 451 | 555 | 0 |
| 30 Jun 21 | 1,256 | 431 | 530 | 0 |
| 31 Mar 21 | 1,207 | 406 | 508 | 0 |
| 31 Dec 20 | 1,163 | 378 | 522 | 0 |
| 30 Sep 20 | 1,118 | 311 | 489 | 0 |
| 30 Jun 20 | 1,068 | 290 | 480 | 0 |
| 31 Mar 20 | 1,026 | 271 | 469 | 0 |
| 31 Dec 19 | 1,068 | 297 | 471 | 0 |
| 30 Sep 19 | 1,038 | 336 | 444 | 0 |
| 30 Jun 19 | 1,026 | 324 | 453 | 0 |
| 31 Mar 19 | 1,022 | 320 | 455 | 0 |
| 31 Dec 18 | 935 | 249 | 486 | 0 |
| 30 Sep 18 | 874 | 198 | 456 | 0 |
| 30 Jun 18 | 819 | 168 | 438 | 0 |
| 31 Mar 18 | 764 | 147 | 417 | 0 |
| 31 Dec 17 | 720 | 152 | 391 | 0 |
| 30 Sep 17 | 723 | 178 | 385 | 0 |
| 30 Jun 17 | 709 | 182 | 365 | 0 |
| 31 Mar 17 | 693 | 171 | 358 | 0 |
| 31 Dec 16 | 675 | 161 | 358 | 0 |
| 30 Sep 16 | 650 | 116 | 350 | 0 |
| 30 Jun 16 | 633 | 108 | 348 | 0 |
| 31 Mar 16 | 614 | 103 | 345 | 0 |
| 31 Dec 15 | 599 | 99 | 339 | 0 |
| 30 Sep 15 | 587 | 121 | 326 | 0 |
| 30 Jun 15 | 563 | 115 | 312 | 0 |
Des revenus de qualité: VLY a des bénéfices de haute qualité.
Augmentation de la marge bénéficiaire: Les marges bénéficiaires nettes actuelles de VLY sont plus élevées que l'année dernière VLY. (32.3%) sont plus élevées que l'année dernière (24.1%).
Analyse des flux de trésorerie disponibles par rapport aux bénéfices
Analyse de la croissance passée des bénéfices
Tendance des revenus: Les bénéfices de VLY ont augmenté de 0.9% par an au cours des 5 dernières années.
Accélération de la croissance: La croissance des bénéfices de VLY au cours de l'année écoulée ( 71.3% ) dépasse sa moyenne sur 5 ans ( 0.9% par an).
Bénéfices par rapport au secteur d'activité: La croissance des bénéfices VLY au cours de l'année écoulée ( 71.3% ) a dépassé celle du secteur Banks 22.8%.
Rendement des fonds propres
ROE élevé: Le retour sur capitaux propres de VLY ( 8.4% ) est considéré comme faible.
Rendement des actifs
Rendement des capitaux employés
Découvrir des entreprises performantes dans le passé
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/05/22 01:24 |
| Cours de l'action en fin de journée | 2026/05/22 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Valley National Bancorp est couverte par 23 analystes. 13 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Jared David Shaw | Barclays |
| David Rochester | Cantor Fitzgerald & Co. |
| Benjamin Gerlinger | Citigroup Inc |