Valley National Bancorp (NASDAQ:VLY) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Valley National Bancorp (NASDAQ:VLY) had its target price increased by research analysts at Keefe, Bruyette & Woods from $12.50 to $13.00 in a research note issued to investors on Friday,Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ price target suggests a potential upside of 4.33% from the stock’s current price.

VLY has been the subject of a number of other reports. Zacks Research cut Valley National Bancorp from a “strong-buy” rating to a “hold” rating in a research report on Tuesday, December 9th. UBS Group assumed 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 target on the stock. Royal Bank Of Canada raised their price objective on Valley National Bancorp from $13.00 to $14.00 and gave the stock an “outperform” rating in a research note on Friday. JPMorgan Chase & Co. upped their price objective on shares of 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, Barclays restated a “positive” rating on shares of Valley National Bancorp in a research note on Wednesday, October 8th. Two analysts have rated the stock with a Strong Buy rating, eleven have issued a Buy rating and four have assigned a Hold rating to the company’s stock. Based on data from MarketBeat.com, Valley National Bancorp presently has a consensus rating of “Moderate Buy” and an average price target of $14.20.

Valley National Bancorp Price Performance

NASDAQ VLY opened at $12.46 on Friday. The firm’s 50 day moving average is $11.84 and its 200-day moving average is $10.86. The company has a quick ratio of 0.97, a current ratio of 0.97 and a debt-to-equity ratio of 0.40. The company has a market capitalization of $6.95 billion, a PE ratio of 12.34 and a beta of 1.09. Valley National Bancorp has a 12-month low of $7.48 and a 12-month high of $12.97.

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

Institutional Inflows and Outflows

A number of large investors have recently modified their holdings of VLY. Norges Bank bought a new position in Valley National Bancorp during the 2nd quarter worth approximately $31,276,000. Newbridge Financial Services Group Inc. acquired a new stake in shares of Valley National Bancorp during the second quarter worth $792,000. Y Intercept Hong Kong Ltd raised its stake in Valley National Bancorp by 35.9% during the third quarter. Y Intercept Hong Kong Ltd now owns 487,330 shares of the company’s stock worth $5,166,000 after buying an additional 128,865 shares during the last quarter. Pacer Advisors Inc. bought a new position in Valley National Bancorp during the third quarter worth $969,000. Finally, Capital Fund Management S.A. acquired a new position in Valley National Bancorp in the second quarter valued at $425,000. 61.00% of the stock is currently owned by institutional investors.

Key Stories 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.)

Valley National Bancorp Company Profile

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.