Valley National Bancorp

NasdaqGS:VLY Stok Raporu

Piyasa değeri: US$7.4b

Valley National Bancorp Gelecekteki Büyüme

Future kriter kontrolleri 2/6

Valley National Bancorp kazanç ve gelirin sırasıyla yıllık 15.4% ve 12.5% oranında artacağı tahmin edilmektedir. EPS'nin yıllık 17.2% oranında büyümesi beklenmektedir. Özkaynak kârlılığının 3 yıl içinde 10.7% olacağı tahmin edilmektedir.

Anahtar bilgiler

15.4%

Kazanç büyüme oranı

17.16%

EPS büyüme oranı

Banks kazanç büyümesi8.2%
Gelir büyüme oranı12.5%
Gelecekteki özkaynak getirisi10.74%
Analist kapsamı

Good

Son güncelleme15 May 2026

Gelecekteki son büyüme güncellemeleri

Recent updates

Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Anlatı Güncellemesi • 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.
Analiz Makalesi • 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...
Analiz Makalesi • 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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Yeni Anlatı • 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.

Kazanç ve Gelir Büyüme Tahminleri

NasdaqGS:VLY - Analistlerin gelecek tahminleri ve geçmiş finansal verileri (USD Millions )
TarihGelirKazançlarSerbest Nakit AkışıFaaliyetlerden NakitAvg. Analist Sayısı
12/31/20282,667959N/AN/A2
12/31/20272,503836N/AN/A13
12/31/20262,273709N/AN/A12
3/31/20261,941627571571N/A
12/31/20251,844569344344N/A
9/30/20251,704490539539N/A
6/30/20251,603426377377N/A
3/31/20251,520366432432N/A
12/31/20241,518359549549N/A
9/30/20241,577318-122-122N/A
6/30/20241,652363409409N/A
3/31/20241,758432747747N/A
12/31/20231,823482378378N/A
9/30/20231,906589855855N/A
6/30/20231,954627906906N/A
3/31/20231,912585663663N/A
12/31/20221,7935561,4281,428N/A
9/30/20221,6254941,4851,485N/A
6/30/20221,4574381,1881,188N/A
3/31/20221,3594621,0201,020N/A
12/31/20211,321461837837N/A
9/30/20211,294451766766N/A
6/30/20211,256431628628N/A
3/31/20211,207406593593N/A
12/31/20201,163378164164N/A
9/30/20201,118311101101N/A
6/30/20201,068290170170N/A
3/31/20201,0262712121N/A
12/31/20191,068297N/A262N/A
9/30/20191,038336N/A208N/A
6/30/20191,026324N/A559N/A
3/31/20191,022320N/A601N/A
12/31/2018935249N/A304N/A
9/30/2018874198N/A685N/A
6/30/2018819168N/A454N/A
3/31/2018764147N/A640N/A
12/31/2017720152N/A619N/A
9/30/2017723178N/A701N/A
6/30/2017709182N/A569N/A
3/31/2017693171N/A430N/A
12/31/2016675161N/A419N/A
9/30/2016650116N/A157N/A
6/30/2016633108N/A154N/A
3/31/2016614103N/A156N/A
12/31/201559999N/A155N/A
9/30/2015587121N/A161N/A
6/30/2015563115N/A178N/A

Analist Gelecek Büyüme Tahminleri

Kazançlar ve Tasarruf Oranları: VLY 'nin tahmini kazanç büyümesi (yıllık 15.4% ) tasarruf oranının ( 3.5% ) üzerindedir.

Kazançlar ve Piyasa: VLY şirketinin kazançlarının (yıllık 15.4% ) US pazarından (yıllık 16.8% ) daha yavaş büyümesi öngörülüyor.

Yüksek Büyüme Kazançları: VLY şirketinin kazançlarının artması bekleniyor, ancak önemli ölçüde.

Gelir ve Pazar: VLY şirketinin gelirinin (yıllık 12.5% ) US pazarından (yıllık 11.6% ) daha hızlı büyümesi öngörülüyor.

Yüksek Büyüme Geliri: VLY şirketinin gelirinin (yıllık 12.5% ) yıllık 20% oranından daha yavaş büyümesi öngörülüyor.

Hisse Başına Kazanç Büyüme Tahminleri

Gelecekteki Özkaynak Getirisi

Gelecekteki ROE: VLY 'nin Özsermaye Getirisi'nin 3 yıl içinde düşük olması tahmin ediliyor ( 10.7 %).

Büyüyen şirketleri keşfedin

7D

1Y

7D

1Y

7D

1Y

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/21 23:17
Gün Sonu Hisse Fiyatı2026/05/21 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Valley National Bancorp 23 Bu analistlerden 13, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

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