VLY
VALLEY NATIONAL BANCORPPrice
Daily candles with volume. Pins mark insider trades, rating changes, 13F stakes, reports, catalysts and short-interest jumps.
- S Apr 27 1 insider sell $1.2M at $13.54
- S Jun 12 1 insider sell $373.0K at $14.63
- R Sep 28 Valley National Bancorp announced the acquisition of Bluevine Inc. f…
- X Sep 30 Short interest jumps 27.8% to 59.26M
- R Oct 22 Valley National Bancorp reported Q3 2026 net income of $206.3M ($0.3…
- E Oct 22 Earnings: VLY Q3 2026 Earnings: EPS $0.36 (+7.8% vs est)
- R Oct 22 Valley National Bancorp reported Q3 2026 EPS of $0.36, beating the $…
- A Oct 23 Keefe, Bruyette & Woods upgrades
Signal stack
Where each data set points today.
- InsidersBEARISH
2 insiders sold $1.6M.
- InstitutionsBULLISH
Q2 2026: 34 added (0 new), 20 trimmed or exited.
- AnalystsBULLISH
14 of 18 rate it Buy or better. Every target is above the price.
- Short sellersBUILDING
Short interest +27.8% to 59.26M shares. 6.8 days to cover, ≈10.7% of shares.
- TrendRANGE
5% above its 50-day average.
Who's buying
13F· Q2 2026| Fund | Move | Value |
|---|---|---|
| WELLINGTON MANAGEMENT GROUP LLP | ADD | $294.3M |
| Artemis Investment Management LLP | ADD | $106.6M |
| UBS Group AG | TRIM | $53.2M |
| MACKENZIE FINANCIAL CORP | DOUBLED | $40.3M |
| FULLER & THALER ASSET MANAGEMENT, INC. | TRIM | $36.3M |
| Walleye Capital LLC | DOUBLED | $32.7M |
| Squarepoint Ops LLC | TRIM | $31.0M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | DOUBLED | $25.5M |
Quarterly 13F filings are due 45 days after each quarter ends.
The Street
18 analystsPrice is below the lowest target. Median implies +20%.Targets as of Oct 26, 2026.
| Date | Firm | Rating |
|---|---|---|
| Oct 26, 2026 | 🔒 Fresh data, subscribers only MAINTAIN | |
| Oct 23, 2026 | UBS MAINTAIN | Buy |
| Oct 23, 2026 | Morgan Stanley MAINTAIN | Equal-Weight |
| Oct 23, 2026 | JP Morgan MAINTAIN | Overweight |
| Oct 23, 2026 | Keefe, Bruyette & Woods UPGRADE | Outperform |
| Oct 6, 2026 | Keefe, Bruyette & Woods MAINTAIN | Market Perform |
Insider ledger
Form 4| Date | Insider | Type | Value |
|---|---|---|---|
| Oct 1, 2026 | SMITH PATRICK D SEVP, Pres Consumer Banking | TAX W/H | $196.9K |
| Aug 3, 2026 | LAN TRAVIS SEVP, Chief Financial Officer | TAX W/H | $69.7K |
| Aug 3, 2026 | SAEGER MARK EVP, Chief Credit Officer | TAX W/H | $78.4K |
| Jul 1, 2026 | SLOAN LYNDSEY M SEVP, General Counsel | TAX W/H | $56.2K |
| Jul 1, 2026 | REGAN JOHN P SEVP, Chief Risk Officer | TAX W/H | $71.9K |
| Jun 12, 2026 | CRANDELL MITCHELL L EVP & Chief Accounting Officer | SELL | $373.0K |
| May 18, 2026 | EFRAT EYAL Director | AWARD | 8,121 sh |
| May 18, 2026 | MAIO PETER V Director | AWARD | 8,121 sh |
Earnings setup
EstimatesRevision history: 🔒 Fresh data, subscribers only
| Period | EPS est. | Range | 30D rev. | Revenue |
|---|---|---|---|---|
| Current Q | 🔒 Fresh data, subscribers only | |||
| Next Q | 🔒 Fresh data, subscribers only | |||
| Current FY | 🔒 Fresh data, subscribers only | |||
| Next FY | 🔒 Fresh data, subscribers only | |||
Short side
FINRA· Sep 30, 2026SecBot reports
10 filings · 1 press release · 3 bullish · 0 bearish · 3 mixed · 4 neutral- BULLISH 8-KOct 22, 2026
Valley National Bancorp reported Q3 2026 net income of $206.3M ($0.36 diluted EPS), a record…
The combination of record earnings, sub-50% efficiency ratio, and NIM expansion confirms the operational turnaround is gaining traction. Watch for Q4 2026 guidance on the conference call…
- MIXED PRESS-RELEASEOct 22, 2026
Valley National Bancorp reported Q3 2026 EPS of $0.36, beating the $0.33 consensus by 8.7%, on…
The EPS beat and margin expansion are positive, but rising charge-offs and non-accrual loans warrant close monitoring of credit quality in upcoming quarters. The pending acquisitions add execution…
- NEUTRAL S-4Oct 21, 2026
Valley National Bancorp filed an S-4 registration statement for its acquisition of Providence…
Monitor Providence shareholder vote and regulatory approvals from the Federal Reserve, OCC, and Illinois DOB. The fixed exchange ratio means Valley's stock price movement directly affects the deal's…
- BULLISH 8-KSep 28, 2026
Valley National Bancorp announced the acquisition of Bluevine Inc. for $340 million in aggregate…
Monitor the deposit migration from Bluevine's partner bank to Valley within 180 days post-close, as successful onboarding of the $2.1B low-cost deposits is critical to the deal's funding benefit…
All VLY filing & press-release reports (11)
- 8-K reportOct 22, 2026
- PRESS-RELEASE reportOct 22, 2026
- S-4 reportOct 21, 2026
- 8-K reportSep 28, 2026
- PRESS-RELEASE reportSep 28, 2026
- 425, 8-K reportAug 25, 2026
- 8-K reportJul 23, 2026
- PRESS-RELEASE reportApr 23, 2026
- PRESS-RELEASE reportApr 7, 2026
- 8-K/A reportFeb 25, 2026
- 8-K, 8-K reportFeb 24, 2026