VLY Valley National Bancorp - Common Stock
$14.81
Price · Aug 19, 2026
Fundamentals as of Feb 27, 2026
52W Range
$10–$15
93% of range
Analyst Rating
BUY
19 analysts
Price Target
$17
+13% upside
P/E (TTM)
11.6
ROE
7.8%
Net Profit Margin
29.5%
VLY Stock Snapshot Price, market cap, P/E, EPS, ROE, debt/equity, 52-week range
Price
$14.81
Market Cap
—
P/E (TTM)
11.6
EPS (TTM)
$1.01
Revenue (TTM)
—
Div Yield
—
ROE
7.8%
Debt/Equity
0.0
52W Range
$10 – $15
VLY Stock Price Chart Daily OHLCV with technical indicators — pan, zoom, and customize your view
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10-Year Performance Revenue, net income, margins and EPS trends
Revenue & Net Income
—
EPS
$1.01
2016-12-31
→
2025-12-31
Free Cash Flow
$326M
2016-12-31
→
2025-12-31
Margins
29.5%
Valuation P/E, P/S, P/B, EV/EBITDA ratios — is the stock expensive or cheap?
Metric
5Y trend
VLY
Peer Median
P/E (TTM)
11.6
12.6
Profitability Gross, operating and net margins; ROE, ROA, ROIC
Metric
5Y trend
VLY
Peer Median
Net Profit Margin
29.5%
30.9%
ROA
0.94%
1.2%
ROE
7.8%
9.9%
Financial Health Debt, liquidity, solvency — balance sheet strength
Metric
5Y trend
VLY
Peer Median
Debt / Equity
0.0
—
Growth Revenue, EPS and net income growth: YoY, 3Y CAGR, 5Y CAGR
Metric
5Y trend
VLY
Peer Median
Revenue YoY
9.3%
—
Revenue CAGR 3Y
2.8%
—
Revenue CAGR 5Y
9.2%
—
EPS YoY
46.4%
—
Net Income YoY
57.2%
—
Capital Efficiency Asset turnover, inventory turnover, receivables turnover
Metric
5Y trend
VLY
Peer Median
Payout Ratio
41.6%
—
Dividends Yield, payout ratio, dividend history, 5Y CAGR
Dividend Yield
—
Payout Ratio
41.6%
5Y Div CAGR
—
| Ex-date | Amount |
|---|---|
| June 15, 2026 | $0.1100 |
| March 13, 2026 | $0.1100 |
| Dec. 15, 2025 | $0.1100 |
| Sept. 15, 2025 | $0.1100 |
| June 13, 2025 | $0.1100 |
| March 14, 2025 | $0.1100 |
| Dec. 13, 2024 | $0.1100 |
| Sept. 13, 2024 | $0.1100 |
| June 13, 2024 | $0.1100 |
| March 13, 2024 | $0.1100 |
| Dec. 13, 2023 | $0.1100 |
| Sept. 13, 2023 | $0.1100 |
| June 14, 2023 | $0.1100 |
| March 14, 2023 | $0.1100 |
| Dec. 14, 2022 | $0.1100 |
| Sept. 14, 2022 | $0.1100 |
| June 14, 2022 | $0.1100 |
| March 14, 2022 | $0.1100 |
| Dec. 14, 2021 | $0.1100 |
| Sept. 14, 2021 | $0.1100 |
VLY Analyst Consensus Bullish and bearish analyst opinions, 12-month price target, upside
BUY
19 analysts
- Strong Buy 5 26.3%
- Buy 10 52.6%
- Hold 4 21.1%
- Sell 0 0.0%
- Strong Sell 0 0.0%
12-Month Price Target
15 analysts · 2026-08-14
Median
$17.00
Mean
$16.73
← Below all targets
$14.81
Low
$15.00
High
$18.00
Median target
$17.00
+14.8%
Mean target
$16.73
+13.0%
Earnings History EPS actual vs estimate, surprise %, beat rate, next earnings date
Avg Surprise
0.01%
| Period | EPS Actual | EPS Est | Surprise |
|---|---|---|---|
| June 30, 2026 | $0.30 | $0.31 | -0.01% |
| March 31, 2026 | $0.29 | $0.28 | 0.01% |
| Dec. 31, 2025 | $0.31 | $0.29 | 0.02% |
| Sept. 30, 2025 | $0.28 | $0.26 | 0.02% |
| June 30, 2025 | $0.23 | $0.22 | 0.01% |
| March 31, 2025 | $0.18 | $0.19 | -0.01% |
Peer comparison (GICS sub-industry) Key metrics vs sector peers
| Ticker | Market Cap | P/E | Rev YoY | Net Margin | ROE | Gross Margin |
|---|---|---|---|---|---|---|
| VLY | — | 11.6 | 9.3% | 29.5% | 7.8% | — |
| COLB | $8.26B | 12.2 | 18.8% | 310.7% | 8.5% | — |
| PB | $6.43B | 12.1 | 4.8% | 43.4% | 7.1% | — |
| WAL | — | 9.6 | 99.7% | 713.6% | 13.5% | — |
| BOKF | $7.18B | 12.9 | 6.1% | 26.6% | 10.1% | — |
| CBSH | $7.20B | 13.0 | 6.5% | 32.1% | 16.0% | — |
| CBC | — | 13.8 | 13.8% | 38.3% | 11.3% | — |
| FNB | $3M | 11.0 | 10.6% | 32.0% | 8.5% | — |
| UBSI | — | 11.7 | — | 37.5% | 8.6% | — |
| GBCI | $5.73B | 22.1 | 7.5% | 236.5% | 6.2% | — |
| TFC | $62.13B | 12.9 | 53.0% | 26.1% | 8.2% | — |
Full Fundamentals All metrics by year — income statement, balance sheet, cash flow
Income Statement 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | $1.47B | $321M | $124M | $265M | $423M | $302M | $174M | $149M | $157M | $162M | |
| Interest Income | $3.23B | $3.36B | $3.14B | $1.98B | $1.33B | $1.38B | $1.32B | $1.16B | $834M | $762M | $707M | $637M | |
| Pretax Income | $744M | $439M | $678M | $781M | $641M | $530M | $457M | $330M | $253M | $233M | $127M | $147M | |
| Income Tax | $146M | $58M | $180M | $212M | $167M | $139M | $147M | $68M | $91M | $65M | $24M | $31M | |
| Net Income | $598M | $380M | $499M | $569M | $474M | $391M | $310M | $261M | $162M | $168M | $103M | $116M | |
| EPS (Basic) | $1.02 | $0.70 | $0.95 | $1.14 | $1.13 | $0.94 | $0.88 | $0.75 | $0.58 | $0.63 | $0.42 | $0.56 | |
| EPS (Diluted) | $1.01 | $0.69 | $0.95 | $1.14 | $1.12 | $0.93 | $0.87 | $0.75 | $0.58 | $0.63 | $0.42 | $0.56 | |
| Shares (Basic) | 559,637,823 | 515,755,365 | 507,532,365 | 485,434,918 | 407,445,379 | 403,754,356 | 337,792,270 | 331,258,964 | 264,038,123 | 254,841,571 | 234,405,909 | 205,716,293 | |
| Shares (Diluted) | 563,832,550 | 517,991,801 | 509,245,768 | 487,817,710 | 410,018,328 | 405,046,207 | 340,117,808 | 332,693,718 | 264,889,007 | 255,268,336 | 234,437,000 | 205,716,293 | |
| EBITDA | $38M | $44M | $43M | $41M | $29M | $31M | $29M | $28M | $25M | $24M | $21M | · |
Balance Sheet 17
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Cash & Equivalents | · | · | · | · | · | · | · | $429M | $416M | $393M | $414M | $830M | |
| PP&E (Net) | $331M | $351M | $381M | $359M | $326M | $320M | $335M | $342M | $288M | $291M | $299M | $283M | |
| PP&E (Gross) | $625M | $621M | $617M | $766M | $707M | $676M | $673M | $685M | $622M | $602M | $587M | $559M | |
| Accum. Depreciation | $295M | $270M | $236M | $407M | $381M | $357M | $339M | $344M | $334M | $311M | $288M | $276M | |
| Goodwill | $1.87B | $1.87B | $1.87B | $1.87B | $1.46B | $1.38B | $1.37B | $1.08B | $691M | $691M | $686M | $576M | |
| Intangibles | $101M | $129M | $160M | $197M | $70M | $70M | $87M | $77M | $43M | $45M | $49M | $39M | |
| Total Assets | $64.13B | $62.49B | $60.93B | $57.46B | $43.45B | $40.69B | $37.44B | $31.86B | $24.00B | $22.86B | $21.61B | $18.79B | |
| Short-term Debt | $91M | $73M | $918M | $139M | $656M | $1.15B | $1.09B | $2.12B | $749M | $1.08B | $1.08B | $147M | |
| Total Liabilities | $56.33B | $55.06B | $54.23B | $51.06B | $38.36B | $36.09B | $33.05B | $28.51B | $21.47B | $20.49B | $19.41B | $16.93B | |
| Long-term Debt | · | · | · | · | · | · | · | $1.65B | $2.32B | $1.43B | $1.81B | $2.53B | |
| Total Debt | $91M | $73M | $918M | $139M | $656M | $1.15B | $1.09B | $2.12B | $749M | $1.08B | $1.08B | · | |
| Common Stock | $197M | $196M | $178M | $178M | $148M | $142M | $141M | $116M | $93M | $92M | $89M | $81M | |
| Retained Earnings | $1.91B | $1.60B | $1.47B | $1.22B | $884M | $611M | $444M | $300M | $217M | $173M | $125M | $131M | |
| Treasury Stock | $47M | $0 | $1M | $22M | $23M | $225.0K | $479.0K | $2M | $337.0K | $2M | $0 | $157.0K | |
| AOCI | $-74M | $-155M | $-146M | $-164M | $-18M | $-8M | $-32M | $-69M | $-46M | $-42M | $-46M | $-42M | |
| Stockholders' Equity | $7.81B | $7.44B | $6.70B | $6.40B | $5.08B | $4.59B | $4.38B | $3.35B | $2.53B | $2.38B | $2.21B | $1.86B | |
| Liabilities + Equity | $64.13B | $62.49B | $60.93B | $57.46B | $43.45B | $40.69B | $37.44B | $31.86B | $24.00B | $22.86B | $21.61B | $18.79B |
Cash Flow 19
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $38M | $44M | $43M | $41M | $29M | $31M | $29M | $28M | $25M | $24M | $21M | $20M | |
| Stock-based Comp | $27M | $29M | $33M | $29M | $21M | $16M | $15M | $19M | $12M | $10M | $8M | $7M | |
| Deferred Tax | $11M | $-6M | $-9M | $7M | $27M | $-5M | $15M | $-12M | $77M | $27M | $16M | $11M | |
| Amort. of Intangibles | $30M | $35M | $40M | $38M | $22M | $25M | $18M | $18M | $10M | $11M | $9M | $10M | |
| Other Non-cash | $-330M | $102M | $-187M | $782M | $287M | $-281M | $1.09B | $297M | $343M | $189M | $7M | · | |
| Operating Cash Flow | $344M | $549M | $378M | $1.43B | $837M | $164M | $262M | $304M | $619M | $419M | $155M | $184M | |
| CapEx | $18M | $16M | $76M | $69M | $39M | $25M | $23M | $26M | $18M | $21M | $34M | $22M | |
| Investing Cash Flow | $-2.16B | $-709M | $-3.35B | $-6.79B | $-1.08B | $-2.04B | $-897M | $-2.84B | $-1.55B | $-1.53B | $-1.70B | $-512M | |
| Debt Issued | $210M | $1.00B | $1.25B | $148M | $296M | $838M | $950M | $0 | $1.06B | $385M | $163M | $0 | |
| Net Debt Issued | $-278M | $837M | $777M | $148M | $-873M | $171M | $60M | $-751M | $880M | $-384M | $-807M | · | |
| Stock Issued | $18M | $451M | $4M | $120.0K | $11M | $2M | $3M | $3M | $8M | $112M | $8M | $5M | |
| Stock Repurchased | $63M | $0 | $2M | $24M | $24M | $5M | $2M | $4M | $3M | $3M | $2M | $2M | |
| Net Stock Activity | $-45M | $442M | $-7M | $-24M | $-13M | $-3M | $1M | $-1M | $6M | $109M | $6M | · | |
| Dividends Paid | $249M | $228M | $225M | $206M | $180M | $178M | $147M | $139M | $116M | $112M | $102M | $88M | |
| Financing Cash Flow | $1.51B | $1.16B | $2.91B | $4.26B | $964M | $2.77B | $641M | $2.55B | $952M | $1.09B | $1.13B | $789M | |
| Net Change in Cash | $-307M | $999M | $-57M | $-1.10B | $721M | $895M | $6M | $13M | $24M | $-21M | $-417M | $461M | |
| Taxes Paid | $53M | $90M | $237M | $172M | $163M | · | · | · | · | · | · | · | |
| Free Cash Flow | $326M | $532M | $302M | $1.36B | $798M | $127M | $1.44B | $567M | $601M | $398M | $121M | · | |
| Levered FCF | · | · | $-781M | $1.13B | $706M | $-68M | $1.15B | $328M | $490M | $291M | $-6M | · |
Profitability 5
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | 29.5% | 20.5% | 26.4% | 30.5% | 34.7% | 30.0% | 27.8% | 26.4% | 21.0% | 23.3% | 16.2% | · | |
| Pretax Margin | 36.7% | 23.7% | 35.9% | 41.9% | 46.9% | 40.7% | 41.1% | 33.3% | 32.8% | 32.4% | 20.0% | · | |
| EBITDA Margin | 1.9% | 2.4% | 2.3% | 2.2% | 2.1% | 2.4% | 2.6% | 2.8% | 3.2% | 3.4% | 3.3% | · | |
| ROA | 0.94% | 0.62% | 0.84% | 1.1% | 1.1% | 1.0% | 0.89% | 0.94% | 0.69% | 0.76% | 0.51% | · | |
| ROE | 7.8% | 5.3% | 7.5% | 9.0% | 9.6% | 8.6% | 7.8% | 7.9% | 6.6% | 7.3% | 5.1% | · |
Liquidity & Solvency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 | 0.2 | 0.2 | 0.6 | 0.3 | 0.5 | 0.5 | · |
Efficiency 1
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | 0.0 | · |
Growth Rates 10
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue YoY | 9.3% | -2.0% | 1.5% | 36.4% | 4.8% | · | · | · | · | · | · | · | |
| Revenue CAGR 3Y | 2.8% | 10.7% | 13.2% | · | · | · | · | · | · | · | · | · | |
| Revenue CAGR 5Y | 9.2% | · | · | · | · | · | · | · | · | · | · | · | |
| EPS YoY | 46.4% | -27.4% | -16.7% | 1.8% | 20.4% | · | · | · | · | · | · | · | |
| EPS CAGR 3Y | -4.0% | -14.9% | 0.71% | · | · | · | · | · | · | · | · | · | |
| EPS CAGR 5Y | 1.7% | · | · | · | · | · | · | · | · | · | · | · | |
| Net Income YoY | 57.2% | -23.7% | -12.4% | 20.1% | 21.3% | · | · | · | · | · | · | · | |
| Net Income CAGR 3Y | 1.7% | -7.1% | 8.5% | · | · | · | · | · | · | · | · | · | |
| Net Income CAGR 5Y | 8.9% | · | · | · | · | · | · | · | · | · | · | · | |
| Dividend CAGR 5Y | 6.9% | · | · | · | · | · | · | · | · | · | · | · |
Valuation (TTM) 6
| Metric | Trend | 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | $2.03B | $1.85B | $1.89B | $1.86B | $1.36B | $1.30B | $1.11B | $991M | $772M | $721M | $634M | $552M | |
| Net Income TTM | $598M | $380M | $499M | $569M | $474M | $391M | $310M | $261M | $162M | $168M | $103M | $116M | |
| P/E | 11.6 | 13.1 | 11.4 | 9.9 | 12.3 | 10.5 | 13.2 | 11.8 | 19.3 | 18.5 | 23.5 | 17.3 | |
| Earnings Yield | 8.6% | 7.6% | 8.8% | 10.1% | 8.2% | 9.5% | 7.6% | 8.5% | 5.2% | 5.4% | 4.3% | 5.8% | |
| Payout Ratio | 41.6% | 60.0% | 45.2% | 36.2% | 37.9% | 45.6% | 47.3% | 53.1% | 71.6% | 66.5% | 99.3% | · | |
| Annual Payout | $249M | $228M | $225M | $206M | $180M | $178M | $147M | $139M | $116M | $112M | $102M | $88M |
Income Statement 10
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Interest Expense | · | · | · | · | · | · | · | $435M | · | $401M | $368M | $284M | · | $83M | $35M | $23M | |
| Interest Income | $816M | $827M | $805M | $785M | $835M | $861M | $833M | $829M | $818M | $813M | $787M | $720M | $647M | $537M | $453M | $340M | |
| Pretax Income | $222M | $210M | $173M | $139M | $89M | $127M | $93M | $129M | $89M | $195M | $191M | $204M | $245M | $247M | $133M | $156M | |
| Income Tax | $26M | $47M | $40M | $33M | $-27M | $29M | $23M | $33M | $17M | $53M | $52M | $57M | $68M | $68M | $37M | $39M | |
| Net Income | $195M | $163M | $133M | $106M | $116M | $98M | $70M | $96M | $72M | $141M | $139M | $147M | $178M | $178M | $96M | $117M | |
| EPS (Basic) | $0.33 | $0.28 | $0.23 | $0.18 | $0.21 | $0.18 | $0.13 | $0.18 | $0.13 | $0.27 | $0.27 | $0.28 | $0.34 | $0.35 | $0.18 | $0.27 | |
| EPS (Diluted) | $0.33 | $0.28 | $0.22 | $0.18 | $0.20 | $0.18 | $0.13 | $0.18 | $0.13 | $0.27 | $0.27 | $0.28 | $0.35 | $0.34 | $0.18 | $0.27 | |
| Shares (Basic) | -1,120,816,334 | 560,504,275 | 560,336,610 | 559,613,272 | -1,010,954,144 | 509,227,538 | 509,141,252 | 508,340,719 | -1,014,919,641 | 507,650,668 | 507,690,043 | 507,111,295 | -948,783,589 | 506,342,200 | 506,302,464 | 421,573,843 | |
| Shares (Diluted) | -1,125,422,238 | 563,636,933 | 562,312,330 | 563,305,525 | -1,014,323,578 | 511,342,932 | 510,338,502 | 510,633,945 | -1,018,310,286 | 509,256,599 | 508,643,025 | 509,656,430 | -952,859,043 | 508,690,997 | 508,479,206 | 423,506,550 | |
| EBITDA | · | · | · | $10M | · | · | · | $11M | · | · | · | $12M | · | · | · | $14M |
Balance Sheet 15
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| PP&E (Net) | $331M | $331M | $337M | $344M | $351M | $357M | $363M | $371M | · | $388M | $387M | $365M | · | $362M | $361M | $337M | |
| PP&E (Gross) | $625M | · | · | · | $621M | · | · | · | · | · | · | · | · | · | · | · | |
| Accum. Depreciation | $295M | · | · | · | $270M | · | · | · | · | · | · | · | · | · | · | · | |
| Goodwill | $1.87B | $1.87B | $1.87B | $1.87B | $1.87B | $1.87B | $1.87B | $1.87B | · | $1.87B | $1.87B | $1.87B | · | $1.87B | $1.87B | $1.47B | |
| Intangibles | $101M | $108M | $115M | $121M | $129M | $135M | $144M | $151M | · | $169M | $178M | $187M | · | $208M | $219M | $75M | |
| Total Assets | $64.13B | $63.02B | $62.71B | $61.87B | $62.49B | $62.09B | $62.06B | $61.00B | · | $61.18B | $61.70B | $64.31B | · | $55.93B | $54.44B | $43.55B | |
| Short-term Debt | $91M | $51M | $162M | $59M | $73M | $58M | $64M | $75M | · | $90M | $1.09B | $6.41B | · | $919M | $1.52B | $484M | |
| Total Liabilities | $56.33B | $55.32B | $55.13B | $54.37B | $55.06B | $55.12B | $55.32B | $54.27B | · | $54.56B | $55.13B | $57.80B | · | $49.65B | $48.23B | $38.46B | |
| Total Debt | · | $51M | $162M | $59M | · | $58M | $64M | $75M | · | $90M | $1.09B | $6.41B | · | $919M | $1.52B | $484M | |
| Common Stock | $197M | $197M | $197M | $197M | $196M | $179M | $179M | $179M | · | $178M | $178M | $178M | · | $178M | $178M | $148M | |
| Retained Earnings | $1.91B | $1.79B | $1.69B | $1.63B | $1.60B | $1.55B | $1.52B | $1.51B | · | $1.46B | $1.38B | $1.30B | · | $1.10B | $982M | $945M | |
| Treasury Stock | $47M | $985.0K | $2M | $2M | $0 | $0 | $0 | $0 | · | $2M | $2M | $1M | · | $22M | $22M | $23M | |
| AOCI | $-74M | $-99M | $-120M | $-128M | $-155M | $-115M | $-163M | $-157M | · | $-202M | $-165M | $-144M | · | $-166M | $-108M | $-56M | |
| Stockholders' Equity | $7.81B | $7.70B | $7.58B | $7.50B | $7.44B | $6.97B | $6.74B | $6.73B | $6.70B | $6.63B | $6.58B | $6.51B | $6.40B | $6.27B | $6.20B | $5.10B | |
| Liabilities + Equity | $64.13B | $63.02B | $62.71B | $61.87B | $62.49B | $62.09B | $62.06B | $61.00B | · | $61.18B | $61.70B | $64.31B | · | $55.93B | $54.44B | $43.55B |
Cash Flow 17
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| D&A | $9M | $9M | $10M | $10M | $12M | $10M | $11M | $11M | $11M | $11M | $10M | $12M | $12M | $-4M | $4M | $7M | |
| Stock-based Comp | $9M | $4M | $7M | $7M | $6M | $7M | $8M | $8M | $8M | $9M | $9M | $8M | $8M | $8M | $6M | $7M | |
| Amort. of Intangibles | $7M | $8M | $7M | $8M | $8M | $9M | $9M | $9M | $10M | $10M | $10M | $11M | $11M | $11M | $11M | $4M | |
| Other Non-cash | · | · | · | $-140M | · | · | · | $-16M | · | · | · | $-436M | · | · | · | $358M | |
| Operating Cash Flow | $197M | $5M | $159M | $-17M | $392M | $-157M | $214M | $100M | $-279M | $374M | $552M | $-270M | $198M | $425M | $310M | $496M | |
| CapEx | $9M | $3M | $3M | $3M | $6M | $3M | $3M | $4M | $4M | $22M | $31M | $18M | $18M | $15M | $12M | $23M | |
| Investing Cash Flow | $-915M | $-93M | $-981M | $-175M | $469M | $-163M | $-1.11B | $92M | $-103M | $-266M | $-1.20B | $-1.78B | $-1.85B | $-1.61B | $-1.74B | $-1.59B | |
| Debt Issued | $0 | $0 | $210M | $0 | $0 | $2M | $0 | $1.00B | $2M | $0 | $250M | $1.00B | $0 | $148M | $0 | $0 | |
| Net Debt Issued | · | · | · | $-273M | · | · | · | $935M | · | · | · | $650M | · | · | · | $0 | |
| Stock Issued | $-192.0K | $14M | $339.0K | $3M | $451M | $27.0K | $0 | $51.0K | $207.0K | $49.0K | $0 | $4M | $14.0K | $0 | $11.0K | $95.0K | |
| Stock Repurchased | $47M | $12M | $2M | $2M | $0 | $-8M | $-7M | $0 | $-9M | $141.0K | $3M | $9M | $110.0K | $127.0K | $259.0K | $24M | |
| Net Stock Activity | · | · | · | $1M | · | · | · | $-7M | · | · | · | $-5M | · | · | · | $-24M | |
| Dividends Paid | $62M | $62M | $62M | $63M | $58M | $56M | $56M | $58M | $56M | $56M | $56M | $58M | $58M | $56M | $46M | $46M | |
| Financing Cash Flow | $932M | $272M | $785M | $-474M | $-11M | $351M | $961M | $-142M | $129M | $-919M | $-3.11B | $6.81B | $1.49B | $913M | $2.09B | $-230M | |
| Net Change in Cash | $213M | $184M | $-37M | $-666M | $850M | $31M | $68M | $50M | $-253M | $-811M | $-3.75B | $4.76B | $-170M | $-270M | $657M | $-1.32B | |
| Free Cash Flow | · | · | · | $-20M | · | · | · | $96M | · | · | · | $-288M | · | · | · | $473M | |
| Levered FCF | · | · | · | · | · | · | · | $-228M | · | · | · | $-492M | · | · | · | $456M |
Profitability 5
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Net Margin | · | 32.0% | 26.9% | 22.2% | · | 20.8% | 15.6% | 21.2% | · | 30.0% | 29.0% | 29.9% | · | 34.9% | 20.2% | 32.7% | |
| Pretax Margin | · | 41.1% | 35.0% | 29.1% | · | 26.9% | 20.6% | 28.4% | · | 41.4% | 39.8% | 41.5% | · | 48.3% | 27.9% | 43.7% | |
| EBITDA Margin | · | · | · | 2.1% | · | · | · | 2.4% | · | · | · | 2.4% | · | · | · | 4.0% | |
| ROA | · | 0.26% | 0.21% | 0.17% | · | 0.16% | 0.11% | 0.15% | · | 0.24% | 0.24% | 0.27% | · | 0.37% | 0.20% | 0.28% | |
| ROE | · | 2.2% | 1.9% | 1.5% | · | 1.4% | 1.1% | 1.5% | · | 2.2% | 2.2% | 2.5% | · | 3.2% | 1.8% | 2.4% |
Liquidity & Solvency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debt / Equity | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.2 | 1.0 | · | 0.1 | 0.2 | 0.1 |
Efficiency 1
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Asset Turnover | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 | · | 0.0 | 0.0 | 0.0 |
Valuation (TTM) 5
| Metric | Trend | Q4 2025 | Q3 2025 | Q2 2025 | Q1 2025 | Q4 2024 | Q3 2024 | Q2 2024 | Q1 2024 | Q4 2023 | Q3 2023 | Q2 2023 | Q1 2023 | Q4 2022 | Q3 2022 | Q2 2022 | Q1 2022 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue TTM | · | $1.96B | $1.90B | $1.86B | · | $1.85B | $1.86B | $1.90B | · | $1.95B | $1.96B | $1.83B | · | $1.69B | $1.52B | $1.37B | |
| Net Income TTM | · | $500M | $408M | $371M | · | $406M | $447M | $523M | · | $605M | $560M | $538M | · | $514M | $456M | $476M | |
| P/E | · | 12.3 | 12.6 | 13.3 | · | 11.9 | 8.2 | 8.0 | · | 7.4 | 7.2 | 8.6 | · | 10.0 | 10.1 | 11.5 | |
| Earnings Yield | · | 8.1% | 8.0% | 7.5% | · | 8.4% | 12.2% | 12.6% | · | 13.6% | 13.8% | 11.6% | · | 10.0% | 9.9% | 8.7% | |
| Payout Ratio | · | · | · | 59.3% | · | · | · | 60.2% | · | · | · | 39.3% | · | · | · | 39.6% |
Financial Statements Income statement, balance sheet, cash flow — annual, last 5 years
Income Statement
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Net Income | $598M | $380M | $499M | $569M | $474M |
| Diluted EPS | $1.01 | $0.69 | $0.95 | $1.14 | $1.12 |
Balance Sheet
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Debt / Equity | 0.0 | 0.0 | 0.1 | 0.0 | 0.1 |
Cash Flow
| 2025-12-31 | 2024-12-31 | 2023-12-31 | 2022-12-31 | 2021-12-31 | |
|---|---|---|---|---|---|
| Free Cash Flow | $326M | $532M | $302M | $1.36B | $798M |
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Institutional owners (13F) 513 filers · $4.0B total · As of June 30, 2026
Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.
Institutional activity — Q2 2026 vs prior quarter
| New positions | Exited positions | Increased | Decreased | Net shares change |
|---|---|---|---|---|
| 61 (-13 vs prior Q) | 41 (+2 vs prior Q) | 180 (+14 vs prior Q) | 139 (-3 vs prior Q) | -173K |
Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.
| Institution | Value | Shares | % of tracked 13F | Type |
|---|---|---|---|---|
| DIMENSIONAL FUND ADVISORS LP | $429,978,569 | 29,350,074 | 10.69% | Shares |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $370,612,667 | 25,297,793 | 9.22% | Shares |
| STATE STREET CORP | $351,276,555 | 23,800,351 | 8.74% | Shares |
| VANGUARD CAPITAL MANAGEMENT LLC | $311,808,842 | 21,283,880 | 7.75% | Shares |
| WELLINGTON MANAGEMENT GROUP LLP | $212,201,529 | 14,484,746 | 5.28% | Shares |
| GEODE CAPITAL MANAGEMENT, LLC | $187,647,861 | 12,806,329 | 4.67% | Shares |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $179,716,000 | 12,267,304 | 4.47% | Shares |
| Azora Capital LP | $150,121,421 | 10,247,196 | 3.73% | Shares |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $110,670,143 | 7,554,276 | 2.75% | Shares |
| Artemis Investment Management LLP | $106,603,274 | 7,276,674 | 2.65% | Shares |
| Freestone Grove Partners LP | $88,872,071 | 6,066,353 | 2.21% | Shares |
| AMERICAN CENTURY COMPANIES INC | $88,821,049 | 6,062,869 | 2.21% | Shares |
| NORGES BANK | $77,278,926 | 5,275,012 | 1.92% | Shares |
| GOLDMAN SACHS GROUP INC | $58,756,272 | 4,010,667 | 1.46% | Shares |
| MILLENNIUM MANAGEMENT LLC | $52,583,787 | 3,589,337 | 1.31% | Shares |
| VANGUARD FIDUCIARY TRUST CO | $47,206,739 | 3,222,303 | 1.17% | Shares |
| Bank of New York Mellon Corp | $41,089,763 | 2,804,762 | 1.02% | Shares |
| MACKENZIE FINANCIAL CORP | $40,305,358 | 2,751,219 | 1.00% | Shares |
| FULLER & THALER ASSET MANAGEMENT, INC. | $36,304,479 | 2,478,121 | 0.90% | Shares |
| BANK OF AMERICA CORP /DE/ | $35,878,920 | 2,449,073 | 0.89% | Shares |
| Walleye Capital LLC | $32,687,842 | 2,231,252 | 0.81% | Shares |
| WEDGE CAPITAL MANAGEMENT L L P/NC | $32,079,007 | 2,612,297 | 0.80% | Shares |
| Squarepoint Ops LLC | $31,010,388 | 2,116,750 | 0.77% | Shares |
| VICTORY CAPITAL MANAGEMENT INC | $27,744,038 | 1,893,791 | 0.69% | Shares |
| Leeward Investments, LLC - MA | $26,672,493 | 1,820,648 | 0.66% | Shares |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $25,478,591 | 1,739,153 | 0.63% | Shares |
| PICTON MAHONEY ASSET MANAGEMENT | $22,476,329 | 1,534,220 | 0.56% | Shares |
| ENDEAVOUR CAPITAL ADVISORS INC | $22,331,815 | 1,524,356 | 0.56% | Shares |
| RHUMBLINE ADVISERS | $21,941,300 | 1,497,702 | 0.55% | Shares |
| Cander Asset Management LP | $20,076,155 | 1,370,386 | 0.50% | Shares |
| ALGERT GLOBAL LLC | $19,336,271 | 1,319,882 | 0.48% | Shares |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $17,319,318 | 1,182,206 | 0.43% | Shares |
| Bridgewater Associates, LP | $17,168,306 | 1,171,898 | 0.43% | Shares |
| Kodai Capital Management LP | $17,087,887 | 1,922,147 | 0.42% | Shares |
| Cinctive Capital Management LP | $16,774,470 | 1,145,015 | 0.42% | Shares |
| First Eagle Investment Management, LLC | $16,378,700 | 1,118,000 | 0.41% | Shares |
| AXIOM INVESTORS LLC /DE | $15,601,459 | 1,064,946 | 0.39% | Shares |
| Callodine Capital Management, LP | $15,504,432 | 1,058,323 | 0.39% | Shares |
| Aspen Grove Capital, LLC | $15,345,219 | 1,039,625 | 0.38% | Shares |
| JUPITER ASSET MANAGEMENT LTD | $15,091,961 | 1,030,168 | 0.38% | Shares |
| California Public Employees Retirement System | $14,474,508 | 988,021 | 0.36% | Shares |
| Swiss National Bank | $13,850,989 | 945,460 | 0.34% | Shares |
| PRUDENTIAL FINANCIAL INC | $12,844,768 | 876,776 | 0.32% | Shares |
| ALLIANCEBERNSTEIN L.P. | $12,023,753 | 979,133 | 0.30% | Shares |
| BW Gestao de Investimentos Ltda. | $12,013,000 | 820,000 | 0.30% | Shares |
| INTECH INVESTMENT MANAGEMENT LLC | $11,651,995 | 795,358 | 0.29% | Shares |
| HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC | $11,462,702 | 782,437 | 0.29% | Shares |
| JANE STREET GROUP, LLC | $10,959,665 | 748,100 | 0.27% | Put option |
| AMERIPRISE FINANCIAL INC | $10,782,154 | 735,608 | 0.27% | Shares |
| Trexquant Investment LP | $10,487,657 | 715,881 | 0.26% | Shares |
| TWO SIGMA INVESTMENTS, LP | $9,577,145 | 653,730 | 0.24% | Shares |
| Verition Fund Management LLC | $9,422,397 | 643,167 | 0.23% | Shares |
| Cambria Investment Management, L.P. | $9,420,507 | 643,038 | 0.23% | Shares |
| TWO SIGMA ADVISERS, LP | $8,817,232 | 754,900 | 0.22% | Shares |
| FIRST TRUST ADVISORS LP | $8,400,207 | 573,393 | 0.21% | Shares |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $8,006,972 | 546,551 | 0.20% | Shares |
| Universal- Beteiligungs- und Servicegesellschaft mbH | $7,851,418 | 535,933 | 0.20% | Shares |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $7,641,255 | 622,252 | 0.19% | Shares |
| HOURGLASS CAPITAL, LLC | $7,566,725 | 516,500 | 0.19% | Shares |
| MetLife Investment Management, LLC | $7,415,947 | 506,208 | 0.18% | Shares |
| Retirement Systems of Alabama | $7,220,838 | 492,890 | 0.18% | Shares |
| Karl Kapital LLC | $7,188,037 | 490,651 | 0.18% | Shares |
| Man Group plc | $7,072,375 | 482,756 | 0.18% | Shares |
| CAPITAL FUND MANAGEMENT S.A. | $6,950,721 | 474,452 | 0.17% | Shares |
| BlackRock, Inc. | $6,940,818 | 473,776 | 0.17% | Shares |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $6,662,249 | 454,761 | 0.17% | Shares |
| VOYA INVESTMENT MANAGEMENT LLC | $6,533,117 | 445,946 | 0.16% | Shares |
| VANGUARD ASSET MANAGEMENT, Ltd | $6,522,795 | 445,242 | 0.16% | Shares |
| JACOBS LEVY EQUITY MANAGEMENT, INC | $6,125,355 | 418,113 | 0.15% | Shares |
| Cerity Partners LLC | $6,084,441 | 415,320 | 0.15% | Shares |
| Point72 Europe (London) LLP | $5,325,440 | 502,400 | 0.13% | Shares |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $5,318,214 | 363,018 | 0.13% | Shares |
| J.W. COLE ADVISORS, INC. | $5,306,408 | 362,212 | 0.13% | Shares |
| Elizabeth Park Capital Advisors, Ltd. | $5,287,698 | 360,935 | 0.13% | Shares |
| Qube Research & Technologies Ltd | $5,197,849 | 354,802 | 0.13% | Shares |
| Kestra Advisory Services, LLC | $5,068,532 | 345,975 | 0.13% | Shares |
| VANGUARD GROUP INC | $5,020,847 | 429,867 | 0.12% | Shares |
| FIFTH THIRD BANCORP | $4,872,796 | 332,614 | 0.12% | Shares |
| ProVise Management Group, LLC | $4,790,814 | 327,018 | 0.12% | Shares |
| GABELLI FUNDS LLC | $4,739,275 | 323,500 | 0.12% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $4,714,370 | 321,800 | 0.12% | Put option |
| STATE OF WISCONSIN INVESTMENT BOARD | $4,646,291 | 317,153 | 0.12% | Shares |
| SEGALL BRYANT & HAMILL, LLC | $4,636,476 | 316,483 | 0.12% | Shares |
| COMMONWEALTH EQUITY SERVICES, LLC | $4,408,300 | 300,908 | 0.11% | Shares |
| TRILLIUM ASSET MANAGEMENT, LLC | $4,298,304 | 293,399 | 0.11% | Shares |
| Russell Investments Group, Ltd. | $4,277,917 | 292,008 | 0.11% | Shares |
| EJF Capital LP | $4,147,151 | 283,082 | 0.10% | Shares |
| Point72 Asset Management, L.P. | $4,137,761 | 282,441 | 0.10% | Shares |
| Vanguard Global Advisers, LLC | $4,091,247 | 279,266 | 0.10% | Shares |
| Legal & General Group Plc | $4,079,293 | 278,450 | 0.10% | Shares |
| GREAT LAKES ADVISORS, LLC | $4,064,760 | 277,458 | 0.10% | Shares |
| Mariner, LLC | $3,985,176 | 272,026 | 0.10% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,976,010 | 271,400 | 0.10% | Call option |
| BARCLAYS PLC | $3,966,326 | 270,739 | 0.10% | Shares |
| FMR LLC | $3,925,878 | 267,978 | 0.10% | Shares |
| Siena Capital Partners GP, LLC | $3,743,661 | 255,540 | 0.09% | Shares |
| Knights of Columbus Asset Advisors LLC | $3,660,830 | 249,886 | 0.09% | Shares |
| Rafferty Asset Management, LLC | $3,626,300 | 247,529 | 0.09% | Shares |
| New Age Alpha Advisors, LLC | $3,609,936 | 246,412 | 0.09% | Shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $3,377,821 | 230,568 | 0.08% | Shares |
Company insiders 77 insiders · 41 officers · 32 directors
| Insider | Role | Last activity | Shares owned | Buys 12m | Sells 12m | Net 12m |
|---|---|---|---|---|---|---|
| Ira Robbins | Chief Executive Officer | Feb. 18, 2025 F | 809,556 | 0 | 0 | $0 |
| Travis Lan | SEVP, Chief Financial Officer | Aug. 1, 2025 F | 67,000 | 0 | 0 | $0 |
| Michael D Hagedorn | SEVP, Chief Financial Officer | Feb. 20, 2024 F | 149,114 | 0 | 0 | $0 |
| Joseph Chillura | SEVP, CML Banking President | Feb. 18, 2025 F | 468,254 | 0 | 0 | $0 |
| Thomas A Iadanza | President | Feb. 18, 2025 F | 375,282 | 0 | 0 | $0 |
| Rudy E Schupp | President-Valley Nat'l Bancorp | Jan. 15, 2018 F | 193,547 | 0 | 0 | $0 |
| Russell Barrett | SEVP, Chief Operating Officer | April 1, 2025 F | 40,317 | 0 | 0 | $0 |
| Robert J Bardusch | SEVP, Chief Operating Officer | Feb. 1, 2022 F | 101,842 | 0 | 0 | $0 |
| Mark Saeger | EVP, Chief Credit Officer | Aug. 1, 2025 F | 198,923 | 0 | 0 | $0 |
| Lyndsey M Sloan | SEVP, General Counsel | July 1, 2025 A | 33,595 | 0 | 0 | $0 |
| John P Regan | SEVP, Chief Risk Officer | July 1, 2025 F | 53,445 | 0 | 0 | $0 |
| Gino A. Martocci | SEVP, Pres Commercial Banking | April 1, 2025 A | 56,432 | 0 | 0 | $0 |
| Mitchell L Crandell | EVP & Chief Accounting Officer | Feb. 18, 2025 F | 90,748 | 0 | 0 | $0 |
| Yvonne M. Surowiec | SEVP, Chief People Officer | Feb. 18, 2025 F | 176,932 | 0 | 0 | $0 |
| Raja A Dakkuri | SEVP, Chief Risk Officer | April 1, 2024 F | 37,583 | 0 | 0 | $0 |
| Ronald H. Janis | Senior EVP & General Counsel | Feb. 15, 2022 A | 136,435 | 0 | 0 | $0 |
| Melissa F Scofield | EVP - Chief Risk Officer | Feb. 16, 2021 A | 75,918 | 0 | 0 | $0 |
| Alan D Eskow | Senior EVP & Senior Advisor | Aug. 13, 2019 | — | 0 | 0 | $0 |
| Eugene Mark Fernandez | EVP, Chief Marketing Officer | April 17, 2019 | — | 0 | 0 | $0 |
| Kevin Chittenden | EVP, Chief Res. Lend. Officer | April 17, 2019 | — | 0 | 0 | $0 |
| Bernadette Mueller | EVP, Director of CRA | April 17, 2019 | — | 0 | 0 | $0 |
| Dianne M Grenz | Sr. EVP-Chief Cons Bkg Off | Feb. 12, 2019 A | 63,880 | 0 | 0 | $0 |
| Andrea T Onorato | EVP-Chief Admin. Officer | Feb. 1, 2018 A | 63,911 | 0 | 0 | $0 |
| Peter P Crocitto | Senior EVP | Feb. 28, 2017 F | 368,808 | 0 | 0 | $0 |
| Robert Meyer | Executive Vice President | April 29, 2016 F | 109,807 | 0 | 0 | $0 |
| Robert J Mulligan | Executive Vice President | April 29, 2016 F | 112,564 | 0 | 0 | $0 |
| Stephen P Davey | First Senior Vice President | Feb. 16, 2016 A | 19,040 | 0 | 0 | $0 |
| Elizabeth E Delaney | First Senior Vice President | Feb. 16, 2016 A | 42,596 | 0 | 0 | $0 |
| John H Noonan | First Senior Vice President | Feb. 9, 2015 F | 21,222 | 0 | 0 | $0 |
| Eric W Gould | First Senior Vice President | Feb. 9, 2015 F | 116,103 | 0 | 0 | $0 |
| Wade A Jacobson | EVP, Florida Division | Nov. 1, 2014 A | 28,418 | 0 | 0 | $0 |
| Lawrence Ostermayer | Senior Vice President | Nov. 1, 2014 A | 30,752 | 0 | 0 | $0 |
| Robert E Farrell | EXECUTIVE VICE PRESIDENT | March 11, 2014 S | 71,499 | 0 | 0 | $0 |
| James G Lawrence | Executive Vice President | Jan. 31, 2013 A | 344,882 | 0 | 0 | $0 |
| Kermit R Dyke | First Senior Vice President | Nov. 19, 2012 F | 24,047 | 0 | 0 | $0 |
| Richard P Garber | First Senior Vice President | Nov. 15, 2010 A | 39,501 | 0 | 0 | $0 |
| Robert A Ewing | Senior Vice President | Nov. 17, 2008 A | 4,246 | 0 | 0 | $0 |
| John H Prol | First Senior Vice President | Oct. 25, 2007 M | 39,533 | 0 | 0 | $0 |
| Garret Niewenhuis | First Senior Vice President | Feb. 27, 2007 S | 18,107 | 0 | 0 | $0 |
| Walter M Horsting | First Senior Vice President | Dec. 18, 2006 G | 50 | 0 | 0 | $0 |
| Jack M Blackin | SENIOR VICE PRESIDENT | May 17, 2006 G | 21,269 | 0 | 0 | $0 |
| Carlos J Vazquez | Director | May 18, 2026 A | 12,373 | 1 | 0 | $33,600 |
| Jeffrey S Wilks | Director | May 18, 2026 A | 109,157 | 0 | 0 | $0 |
| Eyal Efrat | Director | May 20, 2025 A | 11,241 | 0 | 0 | $0 |
| Nitzan Sandor | Director | May 20, 2025 A | 9,503 | 0 | 0 | $0 |
| Kathleen C Perrott | Director | May 20, 2025 A | 20,483 | 0 | 0 | $0 |
| Sidney S Williams | Director | May 20, 2025 A | 42,722 | 0 | 0 | $0 |
| Peter V Maio | Director | May 20, 2025 A | 68,366 | 0 | 0 | $0 |
| Melissa J Schultz | Director | May 20, 2025 A | 90,641 | 0 | 0 | $0 |
| Jennifer W Steans | Director | May 20, 2025 A | 1,199,173 | 0 | 0 | $0 |
Insiders from SEC Form 3/4/5 filings; net = open-market P/S only
Activists & 5%+ owners 1 position
Investors who filed SEC Schedule 13D — beneficial ownership above 5% with an intent to influence the issuer (activist stakes, board campaigns, M&A). Each row shows the most recent known state of that filer's position.
| Filer | Filed | Stake | Status | Purpose | Filing |
|---|---|---|---|---|---|
| Valley National Bancorp | July 9, 2002 | — | Initial filing | — | SEC |
Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.
ETF ownership Held by 98 ETFs
Weight reflects direct equity holdings (N-PORT) only; leveraged or derivative-based funds may hold additional swap exposure not shown.
| Fund | Weight | Units | As of | Source |
|---|---|---|---|---|
| DPST · Direxion Shares ETF Trust | 1.06% | 386,571 NS | April 30, 2026 | N-PORT |
| GSC · Goldman Sachs ETF Trust | 1.02% | 187,366 NS | May 31, 2026 | N-PORT |
| PAMC · Pacer Funds Trust | 0.53% | 24,434 NS | April 30, 2026 | N-PORT |
| SMDX · Tidal Trust III | 0.52% | 47,849 NS | April 30, 2026 | N-PORT |
| AUSF · Global X Funds | 0.52% | 318,162 NS | May 31, 2026 | N-PORT |
| DFSV · Dimensional ETF Trust | 0.50% | 2,743,924 NS | April 30, 2026 | N-PORT |
| NUSC · Nushares ETF Trust | 0.47% | 443,092 NS | April 30, 2026 | N-PORT |
| FNK · First Trust Exchange-Traded AlphaDE… | 0.47% | 74,462 NS | April 30, 2026 | N-PORT |
| EBIT · Harbor ETF Trust | 0.43% | 3,628 NS | April 30, 2026 | N-PORT |
| DFAT · Dimensional ETF Trust | 0.32% | 3,195,789 NS | April 30, 2026 | N-PORT |
| BKSE · BNY Mellon ETF Trust | 0.29% | 17,385 NS | April 30, 2026 | N-PORT |
| AVUV · AMERICAN CENTURY ETF TRUST | 0.27% | 5,357,275 NS | May 31, 2026 | N-PORT |
| MIDE · DBX ETF Trust | 0.26% | 645 NS | May 29, 2026 | N-PORT |
| FNX · First Trust Exchange-Traded AlphaDE… | 0.23% | 221,743 NS | April 30, 2026 | N-PORT |
| FNDA · SCHWAB STRATEGIC TRUST | 0.22% | 1,444,402 NS | May 31, 2026 | N-PORT |
| RSSL · Global X Funds | 0.20% | 210,113 NS | April 30, 2026 | N-PORT |
| GSSC · Goldman Sachs ETF Trust | 0.19% | 138,903 NS | May 31, 2026 | N-PORT |
| PTMC · Pacer Funds Trust | 0.19% | 55,004 NS | April 30, 2026 | N-PORT |
| FSMD · FIDELITY COVINGTON TRUST | 0.17% | 300,351 NS | April 30, 2026 | N-PORT |
| ITWO · ProShares Trust | 0.17% | 22,838 NS | May 31, 2026 | N-PORT |
| DFAS · Dimensional ETF Trust | 0.16% | 1,695,026 NS | April 30, 2026 | N-PORT |
| MVV · ProShares Trust | 0.14% | 16,542 NS | May 31, 2026 | N-PORT |
| FAB · First Trust Exchange-Traded AlphaDE… | 0.14% | 14,305 NS | April 30, 2026 | N-PORT |
| SCHA · SCHWAB STRATEGIC TRUST | 0.14% | 2,304,323 NS | May 31, 2026 | N-PORT |
| MIDU · Direxion Shares ETF Trust | 0.13% | 7,927 NS | April 30, 2026 | N-PORT |
| SCHM · SCHWAB STRATEGIC TRUST | 0.12% | 1,292,985 NS | May 31, 2026 | N-PORT |
| BBMC · J.P. Morgan Exchange-Traded Fund Tr… | 0.12% | 181,619 NS | April 30, 2026 | N-PORT |
| UMDD · ProShares Trust | 0.10% | 2,311 NS | May 31, 2026 | N-PORT |
| UWM · ProShares Trust | 0.10% | 17,863 NS | May 31, 2026 | N-PORT |
| VMAX · Lattice Strategies Trust | 0.09% | 3,005 NS | April 30, 2026 | N-PORT |
| FNCL · FIDELITY COVINGTON TRUST | 0.08% | 135,104 NS | April 30, 2026 | N-PORT |
| URTY · ProShares Trust | 0.07% | 18,074 NS | May 31, 2026 | N-PORT |
| AVMC · AMERICAN CENTURY ETF TRUST | 0.07% | 20,146 NS | May 31, 2026 | N-PORT |
| TILT · FlexShares Trust | 0.05% | 80,542 NS | April 30, 2026 | N-PORT |
| DXUV · Dimensional ETF Trust | 0.05% | 14,297 NS | April 30, 2026 | N-PORT |
| DFUV · Dimensional ETF Trust | 0.04% | 461,926 NS | April 30, 2026 | N-PORT |
| JSTC · Tidal Trust I | 0.04% | 9,910 NS | May 31, 2026 | N-PORT |
| DCOR · Dimensional ETF Trust | 0.04% | 83,421 NS | April 30, 2026 | N-PORT |
| DFAC · Dimensional ETF Trust | 0.04% | 1,205,770 NS | April 30, 2026 | N-PORT |
| MSSM · MORGAN STANLEY PATHWAY FUNDS | 0.03% | 19,078 NS | May 31, 2026 | N-PORT |
| HDG · ProShares Trust | 0.03% | 454 NS | May 31, 2026 | N-PORT |
| AVMV · AMERICAN CENTURY ETF TRUST | 0.03% | 11,888 NS | May 31, 2026 | N-PORT |
| DFSU · Dimensional ETF Trust | 0.03% | 39,094 NS | April 30, 2026 | N-PORT |
| AVSU · AMERICAN CENTURY ETF TRUST | 0.02% | 7,452 NS | May 31, 2026 | N-PORT |
| AVUS · AMERICAN CENTURY ETF TRUST | 0.02% | 162,282 NS | May 31, 2026 | N-PORT |
| FNDB · SCHWAB STRATEGIC TRUST | 0.02% | 14,958 NS | May 31, 2026 | N-PORT |
| DFAU · Dimensional ETF Trust | 0.01% | 124,357 NS | April 30, 2026 | N-PORT |
| ONEQ · Fidelity Commonwealth Trust | 0.01% | 112,191 NS | May 31, 2026 | N-PORT |
| AVLC · AMERICAN CENTURY ETF TRUST | 0.01% | 12,289 NS | May 31, 2026 | N-PORT |
| DFUS · Dimensional ETF Trust | 0.01% | 154,662 NS | April 30, 2026 | N-PORT |