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Source document· January 29, 2026

Valley National Bancorp outlines 11%-13% net interest income growth for 2026 amid core deposit momentum

View original at seekingalpha.com
Valley National Bancorp outlines 11%-13% net interest income growth for 2026 amid core deposit momentum Earnings Call Insights: Valley National Bancorp (VLY) Q4 2025 MANAGEMENT VIEW * Ira Robbins, President, CEO & Chairman, highlighted "record earnings in the fourth quarter of 2025 with net income of approximately $195…
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  • Net interest income will grow between 11% and 13% in 2026

    80% confidence

  • Benefits between now and end of 2026 will be fairly balanced between loan and deposit sides of balance sheet, with $1.8 billion of fixed rate loans maturing in 2026 at around 4.7% coming back on 150 to 200 basis points higher

    80% confidence

  • Medium and late-stage loan pipelines are exceptionally strong, up over $1 billion or nearly 70% from just a year ago

    80% confidence

  • Strategic priorities for 2026 include igniting small business sales efforts, improving branch productivity and exploring new growth-oriented deposit niches

    80% confidence

  • If no rate cuts occur, there would be approximately 0.5% to 1% headwind from net interest income

    80% confidence

  • Loan growth was strong, diverse and tightly aligned with relationship-focused strategy, with commercial real estate loans growing sequentially for the first time since Q2 2024

    80% confidence

  • First quarter tends to be somewhat softer as a result of lower day count, elevated payroll taxes within operating expenses and seasonal headwinds on both sides of the balance sheet

    80% confidence

  • Valley National expects mid-single-digit loan growth for 2026 supported by roughly 10% C&I growth, low single-digit CRE growth and mid-single-digit consumer and residential growth

    80% confidence

  • Management is conservatively assuming modest spread compression in the net interest income forecast

    80% confidence

  • Core deposits grew nearly $4 billion or 9% year-over-year

    80% confidence

  • Valley National achieved record earnings in Q4 2025 with net income of approximately $195 million or $0.33 per diluted share

    80% confidence

  • Management feels very strong about the lift off in the beginning of 2026 with significant tailwinds

    80% confidence

  • Valley National exceeded expectations across all major metrics by year-end while strengthening capital and liquidity positions

    80% confidence

  • Recent additions to teams in New Jersey, California and Florida have already generated loan and deposit activity

    80% confidence

  • If the economy stays in the current situation, the trend of classified asset improvement is expected to continue in 2026 and into 2027

    80% confidence

  • Adjusted return on average assets of 1.14% represents the highest level since Q4 2022

    80% confidence
Valley National Bancorp outlines 11%-13% net interest income growth for 2026 amid core deposit momentum — Source | Via News | ViaNews Market