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VALLEY NATIONAL BANCORP (VLY)

Earnings summaries and quarterly performance for VALLEY NATIONAL BANCORP.

Recent press releases and 8-K filings for VLY.

Valley National Bancorp Reports Strong Q3 2025 Results and Positive Outlook
VLY
Earnings
Guidance Update
Management Change
  • Valley National Bancorp reported net income of approximately $163 million or $0.28 per diluted share for Q3 2025, marking its highest quarterly profitability since the end of 2022.
  • The company achieved robust core customer deposit growth, with nearly 10% growth over the past 12 months and $1 billion gathered in Q3 2025, contributing to a 56 basis point reduction in average cost of deposits since Q3 2024.
  • Net interest margin (NIM) improved for the sixth consecutive quarter in Q3 2025, with expectations to reach above 3.1% in Q4 2025 and further expand into 2026, targeting a normalized range of 3.20%-3.40%.
  • Credit performance showed a significant reduction in net charge-offs and provisions in Q3 2025, with normalized charge-off rates anticipated around 15 basis points in 2026.
  • Valley is targeting a 15% return on equity (ROE) by late 2027 or early 2028, driven by net income expansion, mid-single-digit loan growth, margin expansion, high single-digit fee income growth, and low single-digit operating expense growth.
Oct 23, 2025, 3:00 PM
Valley National Bancorp Reports Strong Q3 2025 Results and Positive Outlook
VLY
Earnings
Guidance Update
Management Change
  • Valley National Bancorp reported strong Q3 2025 net income of approximately $163 million or $0.28 per diluted share, representing its highest quarterly profitability since the end of 2022 and achieving an annualized return on average assets above 1%.
  • The company demonstrated significant operating momentum with nearly 10% core deposit growth over the past 12 months, adding approximately $1 billion in core deposits during Q3 2025, and reducing its average cost of deposits by 56 basis points since Q3 2024.
  • Management anticipates continued financial improvement, projecting net interest income to grow another 3% sequentially in Q4 2025, with a Net Interest Margin (NIM) target above 3.1% for Q4 2025, and expects mid-single-digit loan growth (range of 4% to 6%) for 2026.
  • VLY is focused on organic growth, with a loan pipeline of $3.3 billion, and aims to achieve a 15% return on average tangible assets (ROAT) by late 2027 or early 2028, supported by strategic hires and investments in commercial and consumer banking.
Oct 23, 2025, 3:00 PM