Valley National Bancorp

NasdaqGS:VLY 株式レポート

時価総額:US$7.8b

Valley National Bancorp マネジメント

マネジメント 基準チェック /34

Valley National Bancorpの CEO はIra Robbinsで、 Jan2017年に任命され、 の在任期間は 9.42年です。 の年間総報酬は$ 6.97Mで、 15.1%給与と84.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.1%を直接所有しており、その価値は$ 7.83M 。経営陣と取締役会の平均在任期間はそれぞれ1.4年と6.4年です。

主要情報

Ira Robbins

最高経営責任者

US$7.0m

報酬総額

CEO給与比率15.07%
CEO在任期間9.4yrs
CEOの所有権0.1%
経営陣の平均在職期間1.4yrs
取締役会の平均在任期間6.4yrs

経営陣の近況

Recent updates

ナラティブの更新 Jun 05

VLY: Improving Net Charge Offs Will Support Future Mid Teens P/E Potential

Valley National Bancorp's analyst fair value estimate has inched up from $15.71 to $15.75. This reflects recent price target revisions as analysts weigh mixed rating changes and their assumptions for revenue growth, profit margins, and future P/E levels.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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 Alpha
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
分析記事 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...
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
ナラティブの更新 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.
分析記事 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...
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 Alpha
Seeking 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 Alpha
Seeking 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 Alpha
Seeking 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
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新しいナラティブ 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.

CEO報酬分析

Valley National Bancorp の収益と比較して、Ira Robbins の報酬はどのように変化したか?
日付総報酬給与会社業績
Mar 31 2026n/an/a

US$627m

Dec 31 2025US$7mUS$1m

US$569m

Sep 30 2025n/an/a

US$490m

Jun 30 2025n/an/a

US$426m

Mar 31 2025n/an/a

US$366m

Dec 31 2024US$6mUS$1m

US$359m

Sep 30 2024n/an/a

US$318m

Jun 30 2024n/an/a

US$363m

Mar 31 2024n/an/a

US$432m

Dec 31 2023US$5mUS$1m

US$482m

Sep 30 2023n/an/a

US$589m

Jun 30 2023n/an/a

US$627m

Mar 31 2023n/an/a

US$585m

Dec 31 2022US$6mUS$1m

US$556m

Sep 30 2022n/an/a

US$494m

Jun 30 2022n/an/a

US$438m

Mar 31 2022n/an/a

US$462m

Dec 31 2021US$5mUS$1m

US$461m

Sep 30 2021n/an/a

US$451m

Jun 30 2021n/an/a

US$431m

Mar 31 2021n/an/a

US$406m

Dec 31 2020US$5mUS$1m

US$378m

Sep 30 2020n/an/a

US$311m

Jun 30 2020n/an/a

US$290m

Mar 31 2020n/an/a

US$271m

Dec 31 2019US$4mUS$900k

US$297m

報酬と市場: Iraの 総報酬 ($USD 6.97M ) は、 US市場 ($USD 8.31M ) の同様の規模の企業の平均とほぼ同じです。

報酬と収益: Iraの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Ira Robbins (51 yo)

9.4yrs
在職期間
US$6,966,119
報酬

Mr. Ira D. Robbins, CPA, is Director at Federal Home Loan Bank of New York since January 01, 2023. He had been the President of Valley National Bancorp from January 5, 2017 to December 2021 and has been it...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ira Robbins
President9.4yrsUS$6.97m0.10%
$ 7.8m
Travis Lan
Senior Executive VP & CFO1.3yrsUS$1.95m0.0049%
$ 380.8k
Russell Barrett
Senior EVP & COO2.5yrsUS$2.30m0.012%
$ 905.4k
Gino Martocci
Senior EVP & President of Commercial Banking1.4yrsUS$4.40m0.011%
$ 858.5k
Patrick Smith
Senior EVP & President of Consumer Bankingless than a yearUS$3.73mデータなし
Mitchell Crandell
Executive VP & Chief Accounting Officer15.4yrsデータなし0.013%
$ 1.0m
Lyndsey Sloan
Senior EVP & General Counselless than a yearデータなしデータなし
Marc Piro
Senior VPno dataデータなしデータなし
Yvonne Surowiec
Senior EVP & Chief People Officerno dataデータなし0.029%
$ 2.3m
Mark Saeger
Executive Vice Presidentno dataデータなし0.026%
$ 2.1m
John Regan
Senior EVP & Chief Risk Officer2yrsデータなし0.0023%
$ 182.2k
Terry Keating
Head of Asset-Based Lendingless than a yearデータなしデータなし
1.4yrs
平均在職期間
54.5yo
平均年齢

経験豊富な経営陣: VLYの経営陣は 経験豊富 とはみなされません ( 1.4年の平均在職年数)。これは新しいチームを示唆しています。


取締役

名称ポジション在職期間報酬所有権
Ira Robbins
President8.4yrsUS$6.97m0.10%
$ 7.8m
Carlos Vazquez
Independent Directorless than a yearデータなし0.00045%
$ 35.2k
Jeffrey Wilks
Independent Director14.4yrsUS$179.75k0.086%
$ 6.7m
Jennifer Steans
Independent Director8.4yrsUS$198.10k0.59%
$ 46.3m
Melissa Schultz
Independent Director7.4yrsUS$203.10k0.015%
$ 1.1m
Suresh Sani
Independent Lead Director18.5yrsUS$200.62k0.021%
$ 1.6m
Jack Kay
Honorary Memberno dataデータなしデータなし
Peter Maio
Independent Director6.4yrsUS$198.10k0.011%
$ 831.9k
Eyal Efrat
Independent Director1.3yrsUS$175.50k0.00033%
$ 25.8k
Sidney Williams
Independent Director5.7yrsUS$178.10k0.0060%
$ 469.9k
Kathleen Perrott
Independent Director2.8yrsUS$178.10k0.0020%
$ 156.4k
Nitzan Sandor
Independent Director1.6yrsUS$178.10k0.000020%
$ 1.6k
6.4yrs
平均在職期間
62yo
平均年齢

経験豊富なボード: VLYの 取締役会経験豊富 であると考えられます ( 6.4年の平均在任期間)。


企業分析と財務データの現状

データ最終更新日(UTC時間)
企業分析2026/06/10 12:15
終値2026/06/10 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Valley National Bancorp 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。22

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