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Valley National Bancorp (VLY)
NASDAQ:VLY
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Valley National Bancorp (VLY) AI Stock Analysis

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VLY

Valley National Bancorp

(NASDAQ:VLY)

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Outperform 72 (OpenAI - 5.2)
Rating:72Outperform
Price Target:
$16.00
â–²(11.58% Upside)
Action:Reiterated
Date:08/07/26
The score is driven primarily by steady-to-improving financial health (moderate leverage, better ROE, and stronger TTM cash generation) and a positive outlook from the latest earnings call (growth, margin expansion, and efficiency improvement targets). Valuation is supportive with a modest P/E and solid yield. Offsetting factors include the sharp TTM revenue decline, compressed operating margins versus 2025, and only neutral technical momentum.
Positive Factors
Low-cost deposit growth
Strong customer deposit growth, particularly in noninterest-bearing balances, improves funding stability and can lower the bank’s average funding cost. This supports lending capacity and protects net interest income as Valley expands its commercial banking relationships.
Negative Factors
Weak revenue and operating margins
The sharp TTM revenue decline and compressed operating margins indicate weaker operating leverage despite improved net income. Sustained earnings progress therefore depends on management converting loan growth, repricing benefits and efficiency initiatives into broader revenue expansion.
Read all positive and negative factors
Positive Factors
Negative Factors
Low-cost deposit growth
Strong customer deposit growth, particularly in noninterest-bearing balances, improves funding stability and can lower the bank’s average funding cost. This supports lending capacity and protects net interest income as Valley expands its commercial banking relationships.
Read all positive factors

Valley National Bancorp (VLY) vs. SPDR S&P 500 ETF (SPY)

Valley National Bancorp Business Overview & Revenue Model

Company Description
Valley National Bancorp, the holding company for Valley National Bank, delivers an extensive array of financial services encompassing commercial, retail, insurance, and wealth management. Its operations are organized into three core segments: Comm...
How the Company Makes Money
Valley National Bancorp primarily makes money through its banking subsidiary by earning interest and fees. The largest driver is net interest income: the bank collects interest on loans and interest-earning securities (e.g., commercial and industr...

Valley National Bancorp Earnings Call Summary

Earnings Call Date:Jul 23, 2026
(Q2-2026)
|
% Change Since: |
Next Earnings Date:Oct 22, 2026
Earnings Call Sentiment Positive
The call conveyed a clearly positive operational and financial momentum: strong sequential loan and deposit growth (including meaningful noninterest-bearing deposit gains), improved net interest income and margin, rising fee income, better criticized/classified asset levels, continued capital flexibility and an improving efficiency trajectory supported by technology and AI investments. Headwinds were manageable and largely transient — including a modest uptick in charge-offs/provisions, short-term use of brokered funding to manage timing mismatches, elevated professional/third-party transformation costs, and remaining CRE concentration considerations — but management provided guidance and actions to mitigate these. On balance, highlights substantially outweigh lowlights and the outlook remains constructive.
Positive Updates
Strong Quarterly Profitability
Net income of approximately $171 million ($0.29 diluted EPS) and adjusted net income of approximately $173 million ($0.30 diluted EPS) for Q2 2026, reflecting solid core earnings.
Negative Updates
Higher Net Charge-Offs and Provisions
Net charge-offs rose to $22 million (17 basis points of average loans) from $18 million (14 basis points) in the prior quarter; provision for credit losses increased to $29 million from $21 million, driven in part by strong loan growth.
Read all updates
Q2-2026 Updates
Negative
Strong Quarterly Profitability
Net income of approximately $171 million ($0.29 diluted EPS) and adjusted net income of approximately $173 million ($0.30 diluted EPS) for Q2 2026, reflecting solid core earnings.
Read all positive updates
Company Guidance
Valley maintained a constructive 2026 outlook, guiding gross loan growth "at or somewhat above" the high end of its 4–6% range, fee‑income growth toward the high end of its prior 6–9% range, and unchanged deposit growth and NII guidance from last quarter, with continued earnings and profitability improvement expected through 2026 and into 2027; key numeric guideposts include an efficiency ratio at or below ~50% exiting 2026 (with AI cited as having ~500 bps of theoretical upside), NIM exiting in the low‑ to mid‑3.30%s, NII tailwinds from $1.4B of fixed‑rate loans maturing at ~4.67% this year (plus ~$1B at ~4.75% in H1‑27), $2B of brokered CDs rolling off at 4.1% in the remainder of the year, continued core deposit traction (Q2 direct deposits +$1.1B including nearly $300M noninterest‑bearing), Q2 loan growth of $1.6B (~13% annualized), and a capital position that supports growth and returns (CET1 ~10.7%, CRE concentration down to ~317% from 329%, tangible book value up ~8% annualized), while management reiterated targets toward a near‑term ~10% ROTCE and a mid‑teens (~15%) ROTCE by early 2028.

Valley National Bancorp Financial Statement Overview

Summary
Moderate overall fundamentals. Balance sheet is fairly steady with moderate leverage (debt-to-equity ~0.44) and improving ROE (~8.9%), while TTM cash generation improved with strong earnings-to-cash conversion (~0.97x). Offsetting this, TTM revenue declined materially (-15.4%) and operating margins compressed versus 2025, and cash flows have shown meaningful historical volatility.
Income Statement
66
Positive
Balance Sheet
72
Positive
Cash Flow
63
Positive
BreakdownTTMDec 2025Dec 2024Dec 2023Dec 2022Dec 2021
Income Statement
Total Revenue2.98B3.49B3.57B3.35B2.18B1.49B
Gross Profit1.51B1.88B1.53B1.83B1.81B1.33B
EBITDA465.01M812.59M517.35M761.54M860.11M691.70M
Net Income693.56M597.98M380.27M498.51M568.85M473.84M
Balance Sheet
Total Assets66.32B64.28B62.49B60.93B57.46B43.45B
Cash, Cash Equivalents and Short-Term Investments9.13B315.17M2.12B2.19B2.21B3.18B
Total Debt3.45B3.43B3.69B3.71B2.10B2.42B
Total Liabilities58.40B56.47B55.06B54.23B51.06B38.36B
Stockholders Equity7.92B7.81B7.44B6.70B6.40B5.08B
Cash Flow
Free Cash Flow555.18M343.83M548.54M378.19M1.43B837.14M
Operating Cash Flow574.98M343.83M548.54M378.19M1.43B837.14M
Investing Cash Flow-3.75B-2.16B-709.28M-3.35B-6.79B-1.08B
Financing Cash Flow2.96B1.51B1.16B2.91B4.26B964.35M

Valley National Bancorp Technical Analysis

Technical Analysis Sentiment
Positive
Last Price14.34
Price Trends
50DMA
14.55
Positive
100DMA
13.84
Positive
200DMA
12.80
Positive
Market Momentum
MACD
0.12
Negative
RSI
55.91
Neutral
STOCH
73.33
Neutral
Evaluating momentum and price trends is crucial in stock analysis to make informed investment decisions. For VLY, the sentiment is Positive. The current price of 14.34 is below the 20-day moving average (MA) of 14.62, below the 50-day MA of 14.55, and above the 200-day MA of 12.80, indicating a bullish trend. The MACD of 0.12 indicates Negative momentum. The RSI at 55.91 is Neutral, neither overbought nor oversold. The STOCH value of 73.33 is Neutral, not indicating any strong overbought or oversold conditions. Overall, these indicators collectively point to a Positive sentiment for VLY.

Valley National Bancorp Risk Analysis

Valley National Bancorp disclosed 38 risk factors in its most recent earnings report. Valley National Bancorp reported the most risks in the "Finance & Corporate" category.
Finance & Corporate - Financial and accounting risks. Risks related to the execution of corporate activity and strategy
Latest Risks Added 0 New Risks

Valley National Bancorp Peers Comparison

Overall Rating
UnderperformOutperform
Sector (68)
Financial Indicators
Name
Overall Rating
Market Cap
P/E Ratio
ROE
Dividend Yield
Revenue Growth
EPS Growth
81
Outperform
$5.76B8.1511.21%3.70%-0.40%-1.91%
81
Outperform
$6.20B12.4611.01%2.68%1.86%10.69%
77
Outperform
$8.93B12.637.08%3.25%5.62%5.19%
74
Outperform
$6.78B10.998.94%2.57%2.88%30.47%
72
Outperform
$8.21B11.938.88%3.07%1.17%51.80%
68
Neutral
$18.00B11.429.92%3.81%9.73%1.22%
67
Neutral
$6.38B19.417.61%2.63%20.01%26.97%
* Financial Sector Average
Performance Comparison
Ticker
Company Name
Price
Change
% Change
VLY
Valley National Bancorp
14.44
5.04
53.60%
OZK
Bank OZK
49.48
1.29
2.67%
FNB
F.N.B.
18.57
3.11
20.09%
GBCI
Glacier Bancorp
47.95
3.25
7.27%
HOMB
Home Bancshares
30.41
2.50
8.97%
PB
Prosperity Bancshares
72.90
7.48
11.43%

Valley National Bancorp Corporate Events

Business Operations and StrategyFinancial Disclosures
Valley National Bancorp Reports Strong Second Quarter Results
Positive
Jul 23, 2026
On July 23, 2026, Valley National Bancorp reported second quarter 2026 net income of $170.9 million, or $0.29 per diluted share, up from $163.9 million in the first quarter and $133.2 million a year earlier, with adjusted earnings also improving. ...
Glossary
BuyA stock rated as a "Buy" is expected to perform better than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock is likely to deliver higher returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
HoldA stock rated as a "Hold" is expected to perform in line with the overall market or a specific benchmark. This rating indicates that the stock is neither particularly compelling nor unfavorable for investment. Note: This is not investment advice; please consult a financial advisor before making investment decisions.
SellA stock rated as a "Sell" is expected to perform worse than the overall market or a specific benchmark over the near-to-medium term. This rating suggests the stock may deliver lower returns compared to other stocks in the same sector or market index. Note: This is not investment advice; please consult a financial advisor before making investment decisions.

Disclaimer

This AI Analyst Stock Report is automatically generated by our AI systems using advanced algorithms and publicly available financial, technical, and market data. While the information provided aims to be accurate and insightful, it is intended for informational purposes only and should not be considered financial advice. Any content created by an AI (Artificial Intelligence) system may contain inaccuracies and/or contain errors. Investing in stocks carries inherent risks, and past performance is not indicative of future results. This report does not account for your personal financial circumstances, objectives, or risk tolerance. Always conduct your own research or consult with a qualified financial advisor before making investment decisions. The analysis and recommendations provided are based on historical and current data and may not fully reflect future market conditions or unexpected developments. Neither the creators of this report nor its affiliated entities guarantee the accuracy, completeness, or reliability of the information presented. Use this report at your own discretion and risk.Date of analysis: Aug 07, 2026