Valley National Bancorp

NasdaqGS:VLY 주식 리포트

시가총액: US$7.4b

Valley National Bancorp 과거 순이익 실적

과거 기준 점검 5/6

Valley National Bancorp은 연평균 0.9%의 비율로 수입이 증가해 온 반면, Banks 산업은 수입이 2.8% 증가했습니다. 매출은 연평균 5.8%의 비율로 증가했습니다. Valley National Bancorp의 자기자본이익률은 8.4%이고 순이익률은 32.3%입니다.

핵심 정보

0.87%

순이익 성장률

-6.17%

주당순이익(EPS) 성장률

Banks 산업 성장률11.18%
매출 성장률5.80%
자기자본이익률8.38%
순이익률32.28%
최근 순이익 업데이트31 Mar 2026

최근 과거 실적 업데이트

Recent updates

내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
분석 기사 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...
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
분석 기사 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...
분석 기사 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 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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새로운 내러티브 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.

매출 및 비용 세부 내역

Valley National Bancorp가 돈을 벌고 사용하는 방법. 최근 발표된 LTM 실적 기준.


순이익 및 매출 추이

NasdaqGS:VLY 매출, 비용 및 순이익 (USD Millions)
날짜매출순이익일반관리비연구개발비
31 Mar 261,9416279050
31 Dec 251,8445698860
30 Sep 251,7044908760
30 Jun 251,6034268640
31 Mar 251,5203668610
31 Dec 241,5183598640
30 Sep 241,5773188600
30 Jun 241,6523638680
31 Mar 241,7584328690
31 Dec 231,8234828830
30 Sep 231,9065898530
30 Jun 231,9546278560
31 Mar 231,9125858360
31 Dec 221,7935568650
30 Sep 221,6254947360
30 Jun 221,4574386650
31 Mar 221,3594626130
31 Dec 211,3214615810
30 Sep 211,2944515550
30 Jun 211,2564315300
31 Mar 211,2074065080
31 Dec 201,1633785220
30 Sep 201,1183114890
30 Jun 201,0682904800
31 Mar 201,0262714690
31 Dec 191,0682974710
30 Sep 191,0383364440
30 Jun 191,0263244530
31 Mar 191,0223204550
31 Dec 189352494860
30 Sep 188741984560
30 Jun 188191684380
31 Mar 187641474170
31 Dec 177201523910
30 Sep 177231783850
30 Jun 177091823650
31 Mar 176931713580
31 Dec 166751613580
30 Sep 166501163500
30 Jun 166331083480
31 Mar 166141033450
31 Dec 15599993390
30 Sep 155871213260
30 Jun 155631153120

양질의 수익: VLY는 고품질 수익을 보유하고 있습니다.

이익 마진 증가: VLY의 현재 순 이익률 (32.3%)은 지난해 (24.1%)보다 높습니다.


잉여현금흐름 대비 순이익 분석


과거 순이익 성장 분석

수익추이: VLY의 수익은 지난 5년 동안 연평균 0.9% 증가했습니다.

성장 가속화: 지난 1년간 VLY 의 수익 증가율(71.3%)은 연간 평균(0.9%)을 초과합니다.

수익 대 산업: VLY의 지난 1년 수익 증가율(71.3%)은 Banks 업계의 22.8%를 상회했습니다.


자기자본이익률

높은 ROE: VLY의 자본 수익률(8.4%)은 낮음으로 평가됩니다.


총자산이익률


투하자본수익률


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기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/22 10:00
종가2026/05/22 00:00
수익2026/03/31
연간 수익2025/12/31

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분석가 소스

Valley National Bancorp는 23명의 분석가가 다루고 있습니다. 이 중 13명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

분석가기관
Jared David ShawBarclays
David RochesterCantor Fitzgerald & Co.
Benjamin GerlingerCitigroup Inc