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

Valley National Bancorp (NASDAQ:VLY) had its price target increased by research analysts at Hovde Group from $14.00 to $15.00 in a research report issued on Friday, MarketBeat reports. The firm currently has an “outperform” rating on the stock. Hovde Group’s price objective would indicate a potential upside of 20.39% from the stock’s previous close.

Other analysts have also recently issued research reports about the company. Royal Bank Of Canada increased their target price on Valley National Bancorp from $11.00 to $13.00 and gave the company an “outperform” rating in a report on Friday, October 10th. UBS Group started coverage on shares of Valley National Bancorp in a research report on Monday, December 15th. They set a “buy” rating and a $15.00 price objective for the company. Weiss Ratings lowered Valley National Bancorp from a “buy (b-)” rating to a “hold (c+)” rating in a report on Thursday, January 15th. JPMorgan Chase & Co. upped their price target on Valley National Bancorp from $14.00 to $14.50 and gave the stock an “overweight” rating in a research report on Tuesday, December 16th. Finally, TD Cowen reaffirmed a “buy” rating on shares of Valley National Bancorp in a research note on Monday, October 27th. Two research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average price target of $14.20.

Valley National Bancorp Stock Down 1.7%

NASDAQ:VLY opened at $12.46 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 0.97 and a current ratio of 0.97. The firm has a market cap of $6.95 billion, a P/E ratio of 12.34 and a beta of 1.09. Valley National Bancorp has a fifty-two week low of $7.48 and a fifty-two week high of $12.97. The firm has a 50-day simple moving average of $11.84 and a two-hundred day simple moving average of $10.86.

Valley National Bancorp (NASDAQ:VLY) last posted its quarterly earnings results on Thursday, January 29th. The company reported $0.31 earnings per share for the quarter, topping the consensus estimate of $0.29 by $0.02. Valley National Bancorp had a return on equity of 7.92% and a net margin of 17.11%.The firm had revenue of $541.25 million during the quarter, compared to analysts’ expectations of $524.31 million. During the same quarter in the previous year, the business earned $0.13 earnings per share. The company’s revenue was up 14.1% on a year-over-year basis. Analysts predict that Valley National Bancorp will post 0.99 earnings per share for the current fiscal year.

Institutional Investors Weigh In On Valley National Bancorp

Several large investors have recently added to or reduced their stakes in the stock. Citizens Financial Group Inc. RI bought a new position in shares of Valley National Bancorp in the fourth quarter worth about $169,000. Pictet Asset Management Holding SA boosted its position in Valley National Bancorp by 6.5% in the 4th quarter. Pictet Asset Management Holding SA now owns 73,391 shares of the company’s stock valued at $857,000 after buying an additional 4,506 shares during the period. Geneos Wealth Management Inc. purchased a new stake in Valley National Bancorp in the 4th quarter valued at about $39,000. HB Wealth Management LLC bought a new position in Valley National Bancorp in the 4th quarter worth about $141,000. Finally, Universal Beteiligungs und Servicegesellschaft mbH increased its position in shares of Valley National Bancorp by 6.2% during the fourth quarter. Universal Beteiligungs und Servicegesellschaft mbH now owns 412,496 shares of the company’s stock worth $4,819,000 after acquiring an additional 24,135 shares during the period. 61.00% of the stock is owned by institutional investors.

Key Headlines Impacting 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.