Every material Form 8-K Valley Bank filed with the SEC in 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Valley National Bancorp reported third quarter 2026 net income of $206.3 million, or $0.36 per diluted share, up from $170.9 million, or $0.29, in the second quarter 2026 and $163.4 million, or $0.28, in the third quarter 2025. Higher net interest income and a lower effective tax rate drove the improvement, though non-accrual loans rose to $511.4 million.
Net income of $206.3 million, or $0.36 per diluted share, versus $170.9 million ($0.29) in Q2 2026 and $163.4 million ($0.28) in Q3 2025
Net interest margin of 3.28 percent, up from 3.20 percent in Q2 2026 and 3.05 percent in Q3 2025
Non-accrual loans rose to $511.4 million, or 0.96 percent of total loans, from $462.6 million at June 30, 2026
Pending acquisitions of Providence Financial Corporation and Bluevine Inc. are expected to close in early 2027
Valley National Bancorp reported second quarter 2026 net income of $170.9 million, or $0.29 per diluted share, up from $163.9 million, or $0.28, in the first quarter and $133.2 million, or $0.22, in the second quarter of 2025. Non-accrual loans rose to $462.6 million from $432.6 million in the first quarter, and the provision for credit losses for loans increased to $29.2 million from $21.2 million, so higher profit came alongside weaker credit indicators.
Net income of $170.9 million, or $0.29 per diluted share, versus $0.28 in Q1 2026 and $0.22 in Q2 2025
Net interest margin of 3.20 percent, up 3 basis points from Q1 2026 and 19 basis points from Q2 2025
Non-accrual loans rose to $462.6 million, or 0.88 percent of total loans, at June 30, 2026 from $432.6 million at March 31, 2026
Repurchased 1.5 million shares during the quarter at an average price of $13.40
Valley National Bancorp completed the sale of $500 million of 6.219% fixed-to-floating rate subordinated notes due June 1, 2036, on May 14, 2026. The company estimates net proceeds of about $494.1 million and intends to use the proceeds to redeem its $300 million 3.00% notes due 2031, which it will redeem in full on June 15, 2026 at par plus accrued interest.
Notes priced at $500 million, 6.219% fixed until June 1, 2031, then three-month term SOFR plus 243 basis points
Estimated net proceeds of approximately $494.1 million after underwriting discounts and expenses
Company will redeem its $300 million 3.00% subordinated notes due 2031 in full on June 15, 2026 at 100% of principal plus accrued interest
Notes are intended to qualify as Tier 2 capital for regulatory purposes
Valley National Bancorp reported first quarter 2026 net income of $163.9 million, or $0.28 per diluted share. That was up from $106.1 million, or $0.18 per share, a year earlier but down from $195.4 million, or $0.33 per share, in the fourth quarter of 2025. Net interest margin was 3.17 percent, up 21 basis points from a year earlier, and the company repurchased 4.0 million shares during the quarter.
Net income $163.9 million, $0.28 per diluted share, versus $195.4 million, $0.33 in Q4 2025 and $106.1 million, $0.18 in Q1 2025
Adjusted net income (non-GAAP) $168.9 million, $0.29 per diluted share, versus $180.2 million, $0.31 in Q4 2025
Net interest margin 3.17 percent, unchanged from Q4 2025 and up 21 basis points from Q1 2025
Non-interest expense rose $10.5 million to $309.9 million from Q4 2025; provision for credit losses for loans was $21.2 million, versus $62.7 million in Q1 2025
Valley National Bancorp reported fourth quarter 2025 net income of $195.4 million, or $0.33 per diluted share, up from $163.4 million, or $0.28, in the third quarter and $115.7 million, or $0.20, a year earlier. The company said its net interest margin improved, and it furnished its press release and presentation materials under Items 2.02 and 7.01.
Q4 2025 net income $195.4 million, or $0.33 per diluted share, versus $163.4 million ($0.28) in Q3 2025 and $115.7 million ($0.20) in Q4 2024
Adjusted net income (non-GAAP) was $180.2 million, or $0.31 per diluted share
Net interest margin rose 12 basis points to 3.17% from 3.05% in Q3 2025; income tax expense included an $11.4 million benefit from a closed federal audit
Non-accrual loans were $433.9 million, or 0.87% of total loans, at December 31, 2025, up from $421.5 million at September 30, 2025
Valley National Bancorp's board appointed Carlos Vazquez as an independent director on January 27, 2026, and named him to the Audit and Compensation and Human Capital Management Committees. Mr. Vazquez previously served as Executive Vice President and Chief Financial Officer of Popular, Inc. from 2013 until 2024. The appointment adds a director with senior banking finance experience, but the filing reports no financial results or changes to company operations.
Board appointed Carlos Vazquez as director on January 27, 2026, to serve until the next annual shareholder meeting
Mr. Vazquez is designated independent and will serve on the Audit and Compensation and Human Capital Management Committees
Previously Executive Vice President and CFO of Popular, Inc. from 2013 until 2024, and a board member of Federal Home Loan Bank of New York from 2013 until 2024
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