VLYFinancial Services · Banks - RegionalThe 14 Wall Street analysts covering Valley National Bancorp hold a median 12-month price target of $17 — +17.3% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 4 Nov 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Valley National Bancorp on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Issuance (79): The share count has been shrinking and the company is not leaning on new borrowing.
Volatility (14): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
The bullish and bearish analyst opinions on VLY, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +17.3% from it.
Of the 20 most recent actions, 8 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Nov 2026 | Barclays | Maintains | Equal-Weight | $15 → $17 |
| 26 Oct 2026 | Citigroup | Maintains | Buy | $18 → $19 |
| 26 Oct 2026 | Truist Securities | Maintains | Buy | $17 → $17 |
| 23 Oct 2026 | JP Morgan | Maintains | Overweight | $16 → $16 |
| 23 Oct 2026 | Keefe, Bruyette & Woods | Upgrade | Outperform | $17 |
| 23 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $16 → $17 |
| 23 Oct 2026 | UBS | Maintains | Buy | $15 → $16 |
| 6 Oct 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | $16 → $17 |
| 6 Oct 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
| 1 Oct 2026 | JP Morgan | Maintains | Overweight | — |
| 1 Oct 2026 | JP Morgan | Maintains | Overweight | $17 → $16 |
| 29 Sept 2026 | RBC Capital | Reiterates | Outperform | — |
| 29 Sept 2026 | RBC Capital | Reiterates | Outperform | $17 |
| 28 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 28 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $17 → $16 |
| 8 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 8 Sept 2026 | Morgan Stanley | Maintains | Equal-Weight | $16 → $17 |
| 24 July 2026 | JP Morgan | Maintains | Overweight | — |
| 24 July 2026 | JP Morgan | Maintains | Overweight | $18 → $17 |
| 24 July 2026 | Keefe, Bruyette & Woods | Maintains | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
VLY appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 4 Nov 2026, Valley National Bancorp returned +39.7% against +14.8% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 54% of US stocks
Cheaper than 30% of US stocks
Cheaper than 68% of US stocks
Higher than 52% of US stocks
Higher than 65% of US stocks
Higher than 96% of US stocks
Higher than 93% of US stocks
Higher than 62% of US stocks
Higher than 51% of US stocks
Higher than 87% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Valley National Bancorp has a market value of $7.9B and an enterprise value of $10.2B.
Revenue in the twelve months to 30 June 2026: $2.2B. The latest quarter grew 9.7% year on year.
Net income over the same four quarters: $693.6M, a 32.2% net margin.
Diluted earnings per share, trailing twelve months: $1.18.
Free cash flow in the twelve months to 30 June 2026: $575.0M.
Valley National Bancorp spent $141.9M on share buybacks and $277.3M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 11.4×; forward P/E: 9.4× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 3.08%, paying out 37% of earnings.
Valley National Bancorp employs 3,675 people — $586K of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Valley National Bancorp — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Valley National expects acquisitions to add more than $3.5 billion in core deposits. Its Commercial Real Estate concentration has declined by over 160 percentage points from its peak.
Why it matters — These details highlight changes in VLY’s deposit base and Commercial Real Estate concentration that investors may monitor.
Valley National Bancorp was upgraded to Zacks Rank #2 (Buy), reflecting growing optimism about its earnings prospects. The source says this might drive the stock higher in the near term.
Why it matters — VLY watchers may note the upgrade as a sign of increased optimism about the company's earnings prospects.
Seeking Alpha says Valley National Bancorp’s Q3 earnings beat expectations, with net interest margin expanding and deposits rising 8% year over year. The article cites ongoing balance-sheet improvements and says the Bluevine acquisition is expected to add $2 billion in low-cost deposits, with potential EPS accretion by 2028.
Why it matters — The reported deposit growth, margin expansion, and planned addition of low-cost deposits are relevant to VLY watchers tracking its balance-sheet changes.
Seeking Alpha published a transcript of Valley National Bancorp’s Q3 2026 earnings call.
Why it matters — The transcript provides VLY watchers with the company’s earnings-call discussion for the quarter.
Valley National Bancorp said its third-quarter 2026 performance put it on track to finish the year at the high end of previously issued guidance ranges. It cited core deposit growth, loan expansion, improved net interest margin and tighter expense control.
Why it matters — VLY watchers may note the company’s stated progress toward the upper end of its full-year guidance and the operating factors it identified.
The 14 Wall Street analysts covering Valley National Bancorp have a median 12-month price target of $17, with estimates ranging from $16 to $19. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 14 analysts covering Valley National Bancorp, 12 rate it a Buy, 2 a Hold and 0 a Sell. Ticker Nerd's systematic factor model ranks Valley National Bancorp 63 out of 100 across roughly 4,600 US stocks as at 4 Nov 2026. None of this is personal advice — it does not consider your circumstances.
As at 4 Nov 2026, Valley National Bancorp ranks 63 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Issuance (79 of 100).
No one can know that. What the data says: the median 12-month target from 14 analysts implies +17.3% from the last close, and Ticker Nerd's factor model ranks Valley National Bancorp 63 out of 100 as at 4 Nov 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Valley National Bancorp publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for VLY are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $16 to $19 over the next 12 months.
Valley National Bancorp returned +39.7% over the 12 months to 4 Nov 2026, with dividends reinvested. Past performance does not indicate future returns.
Valley National Bancorp Common Stock represents the ownership interest in Valley National Bancorp, a bank holding company focused on retail and commercial banking. The company operates through commercial banking, consumer banking, and treasury and corporate functions, serving individuals, small and middle-market businesses, and other commercial clients with deposit products, lending, mortgage services, and wealth management solutions.
The most recent item we track (The Motley Fool, 30 Oct 2026): "Valley National: 3 Key Takeaways for Long-Term Investors". Valley National expects acquisitions to add more than $3.5 billion in core deposits. Its Commercial Real Estate concentration has declined by over 160 percentage points from its peak.
Valley National Bancorp Common Stock represents the ownership interest in Valley National Bancorp, a bank holding company focused on retail and commercial banking. The company operates through commercial banking, consumer banking, and treasury and corporate functions, serving individuals, small and middle-market businesses, and other commercial clients with deposit products, lending, mortgage services, and wealth management solutions. Its commercial banking activities center on commercial and industrial lending as well as commercial real estate financing, while consumer banking includes residential mortgages and other consumer credit products. Valley National Bancorp also provides private banking, insurance, and related financial services through its banking platform. The common stock is used by investors to participate in the company’s operating results and broader role in regional banking and financial intermediation.
CEO Mr. Ira D. Robbins CPA · 3,675 employees · United States · https://www.valley.com
