Valley National Bancorp (NASDAQ:VLY) Stock Price Expected to Rise, Barclays Analyst Says

Valley National Bancorp (NASDAQ:VLY) had its target price raised by analysts at Barclays from $13.00 to $14.00 in a note issued to investors on Friday,Benzinga reports. The brokerage currently has an “equal weight” rating on the stock. Barclays‘s target price indicates a potential upside of 12.36% from the company’s previous close.

A number of other analysts have also recently issued reports on VLY. Raymond James Financial upgraded Valley National Bancorp from a “market perform” rating to a “strong-buy” rating and set a $15.00 target price for the company in a report on Friday. Royal Bank Of Canada boosted their price objective on shares of Valley National Bancorp from $13.00 to $14.00 and gave the stock an “outperform” rating in a research note on Friday. Wall Street Zen raised shares of Valley National Bancorp from a “sell” rating to a “hold” rating in a research report on Friday, October 3rd. Cantor Fitzgerald lifted their target price on shares of Valley National Bancorp from $12.00 to $15.00 and gave the company an “overweight” rating in a report on Monday, October 27th. Finally, Janney Montgomery Scott upgraded Valley National Bancorp to a “strong-buy” rating in a report on Wednesday, October 22nd. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $14.20.

Valley National Bancorp Trading Down 1.7%

Shares of VLY opened at $12.46 on Friday. Valley National Bancorp has a fifty-two week low of $7.48 and a fifty-two week high of $12.97. The company has a market capitalization of $6.95 billion, a PE ratio of 12.34 and a beta of 1.09. The stock has a fifty day moving average of $11.84 and a two-hundred day moving average of $10.86. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.97.

Valley National Bancorp (NASDAQ:VLY) last posted its quarterly earnings data on Thursday, January 29th. The company reported $0.31 EPS for the quarter, beating analysts’ consensus estimates of $0.29 by $0.02. Valley National Bancorp had a net margin of 17.11% and a return on equity of 7.92%. The company had revenue of $541.25 million during the quarter, compared to the consensus estimate of $524.31 million. During the same quarter in the prior year, the company posted $0.13 EPS. The company’s quarterly revenue was up 14.1% compared to the same quarter last year. As a group, analysts forecast that Valley National Bancorp will post 0.99 EPS for the current year.

Institutional Trading of Valley National Bancorp

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. First Horizon Corp lifted its holdings in Valley National Bancorp by 52.5% in the fourth quarter. First Horizon Corp now owns 3,219 shares of the company’s stock worth $38,000 after purchasing an additional 1,108 shares during the period. Atlantic Union Bankshares Corp bought a new stake in shares of Valley National Bancorp during the 2nd quarter worth about $39,000. Geneos Wealth Management Inc. acquired a new stake in shares of Valley National Bancorp in the 4th quarter worth approximately $39,000. Hantz Financial Services Inc. boosted its holdings in shares of Valley National Bancorp by 11,831.1% in the second quarter. Hantz Financial Services Inc. now owns 5,369 shares of the company’s stock valued at $48,000 after acquiring an additional 5,324 shares in the last quarter. Finally, Smartleaf Asset Management LLC boosted its holdings in shares of Valley National Bancorp by 77.4% in the third quarter. Smartleaf Asset Management LLC now owns 4,574 shares of the company’s stock valued at $48,000 after acquiring an additional 1,996 shares in the last quarter. 61.00% of the stock is currently owned by institutional investors and hedge funds.

Trending Headlines about Valley National Bancorp

Here are the key news stories impacting Valley National Bancorp this week:

• Positive Sentiment: Q4 results beat consensus: VLY reported record Q4 earnings (EPS $0.31 vs. $0.29 est.) with revenue up ~14% and strength in net interest income, fee income, loans and deposits — a clear operational improvement that supports earnings momentum. VLY Q4 Earnings and Revenues Beat Estimates (Zacks)
• Positive Sentiment: Market commentary and write-ups upgraded tone: a Seeking Alpha piece frames VLY as “poised for growth” after its transformation, which can help investor conviction on longer‑term upside. Valley National Bancorp: Poised For Growth After Transformation (Upgrade)
• Positive Sentiment: Analyst bullishness from some shops: Hovde raised its target to $15 and reaffirmed an outperform view, signaling more upside in some sell‑side models. Hovde Group raises price target to $15 (Finviz)
• Neutral Sentiment: Other analysts raised targets but kept neutral ratings: Barclays lifted its target to $14 (equal weight) and Keefe Bruyette & Woods to $13 (market perform) — supportive but not uniformly bullish, suggesting mixed conviction on near‑term upside. Barclays raises PT to $14; Keefe raises PT to $13 (Benzinga/TickerReport)
• Neutral Sentiment: Full disclosure and details available: the company provided the earnings press release, slide deck and call transcript for deeper due diligence — useful for investors assessing sustainability of the beat. VLY Q4 2025 Press Release / Slide Deck
• Negative Sentiment: Despite the beat and multiple target increases, shares have pulled back intraday — likely profit taking after the post‑earnings run and the presence of neutral/equal‑weight analyst views limiting strong follow‑through. (Higher-than-average volume suggests active repositioning.)

About Valley National Bancorp

Valley National Bancorp (NASDAQ: VLY) is a regional bank holding company headquartered in Wayne, New Jersey, offering a comprehensive suite of commercial and consumer banking products and services. Through its banking subsidiary, Valley National Bank, the company provides deposit accounts, residential and commercial lending, mortgage services, treasury and cash management, foreign exchange and trade finance solutions. Complementary wealth management and insurance offerings round out its financial services platform, catering to individual, small-business and corporate clients.

Tracing its roots to the establishment of Wayne National Bank in 1927, Valley has grown into one of the largest banks in New Jersey by both assets and deposit share.