Valley National Bancorp
VLYHIGH VELOCITYFILING INTENSITYValley National Bancorp reads as an High Velocity (composite 70/100); Consistent Strategic Buyer deploying $0 across 0 disclosed transactions, down 100% vs the prior cycle · primary market Regional Banking.
Lens
Disclosed M&A capital (2023–2025)
N/A
vs N/A in 2020–2022
Disclosed transactions
N/A
0/3 active fiscal years in window
Buyer archetype
Consistent Strategic Buyer
Meaningful spend appears across repeat years.
Composite score
70
High Velocity dominates · Filing Intensity
Behavioral posture, nine reads.
Each index scores the issuer 0–100 against an EDGAR-anchored definition. Scores ≥ threshold elevate the issuer into the index's constituent set; the dominant index drives the masthead label.
Active Acquirer
Companies actively deploying disclosed capital into M&A
- $3.1B disclosed buyer spend
Buyer Cadence
Buyer-side companies with recent filing activity
- Filed within 33d
- 387 8-Ks
Target Probability
Issuers showing target-side patterns from filings
- 4 activism filings
Spin/Carve
Issuers showing spin-off, carve-out, or sum-of-parts posture
- 4 activism filings
Pressure Watch
Issuers facing activism, governance, or control pressure
- 4 activism filings
- Latest activism 4.2y ago; discounted
Distress Watch
Issuers showing financial-distress filing patterns
- 4 activism filings
Restatement Risk
Issuers with accounting-integrity flags from filings
- 1 auditor change
- 1 NT late filing
- Latest event 6.3y ago; heavily discounted
Capital Velocity
DominantIssuers with the highest filing-activity intensity
- 387 8-Ks
- 5 form types
Quiet Power
Large issuers with low signal volume and clean disclosure cadence
- Enterprise value $10.1B
- 10-Q 33d ago
- 3 active signals
Capital cadence.
Ten-year disclosed M&A activity. Bars show spend ($MM); ticks show recorded transaction count. Disclosure tier annotated where v6 audited corpus carries an entry.
Disclosed spend $MM Disclosed transactions (right axis)Peak spend year: $835M · Peak count: 2
| FY | Disclosed buys | Disclosed spend | Avg ticket | Audited tier |
|---|---|---|---|---|
| 2025 | N/A | N/A | N/A | N/A |
| 2024 | N/A | N/A | N/A | N/A |
| 2023 | N/A | N/A | N/A | N/A |
| 2022 | 1 | $113M | $113M | N/A |
| 2021 | 2 | N/A | N/A | N/A |
| 2020 | N/A | N/A | N/A | N/A |
Strategy posture.
The buyer's playbook in terms of strategic archetype: what each disclosed move says about how they're deploying capital.
Archetype mix
- Geographic Expansion25%
- Bolt On25%
- Horizontal Consolidation25%
- Platform25%
Strategy keywords
Terms recurring across recent 10-K acquisition disclosures.
- geographic_expansion
- bolt_on
- horizontal_consolidation
- platform
Filing language.
Direct excerpts from acquisition disclosures and strategy sections: the verbs the buyer chose, in the filings they signed.
“The anticipated cost savings from the merger are largely expected to derive from the closure of certain Valley or Oritani branches and from the absorption by Valley of many of Oritani’s back-office administrative functions and the conversion of Oritani’s operating platform to Valley’s systems.”
“Based on Valley’s closing stock price on March 31, 2022, the transaction was valued at $1.2 billion, inclusive of the value of options.”
“The acquisition represents a significant addition to Valley’s Florida presence, primarily in the Tampa Bay market.”
“Valley issued approximately 85 million shares of common stock and paid $113.4 million in cash in the transaction.”
“The success of our merger with Oritani (which was completed in the fourth quarter 2019) will depend, in part, on Valley’s ability to realize anticipated cost savings and to combine the businesses of Valley and Oritani in a manner that permits growth opportunities to be realized and does not materially disrupt the existing customer relationships of Oritani nor result in decreased revenues due to any loss of customers.”
Market context.
Where this issuer sits inside its SE-Cluster rollup wedge, with disclosed-spend rank plus trading comparables against the public peer set.
Primary market
Regional Banking
- Market spend (2023–2025)
- $245.7B
- Market spend (2020–2022)
- $72.8B
- Recent vs prior
- +238%
- Issuer rank in market
- N/A
- Share of market capital
- 0.0%
Valuation positioning
VLY trades at a -0.3-turn discount to the Regional Banking peer median of 12.3×.
- EV / Revenue
- 2.9×
- Net debt / EBITDA
- -1.3×
- Peer median EV / EBITDA
- 12.3×
Trading comparables
FMP market data · 2026-05-10
| Company | EV / EBITDA | EV / Rev | Net debt / EBITDA | Revenue | M&A 2023–2025 |
|---|---|---|---|---|---|
| 16.7× | 3.7× | -0.9× | $13.7B | $12.7B | |
| 13.9× | 3.0× | -0.7× | $58.4B | $126.1B | |
Valley National BancorpVLY | 12.0× | 2.9× | -1.3× | $3.5B | N/A |
| 10.7× | 3.2× | -2.1× | $3.4B | $7B | |
| 9.3× | 2.2× | -0.3× | $14.5B | $72.6B |
Trading multiples from FMP market data; disclosed M&A spend from the SE-Cluster EDGAR 10-K corpus. Peer set = top disclosed buyers in Regional Banking. Bars scaled to the highest EV/EBITDA in the set.
Target landscape.
Public-issuer targets that fit this buyer's archetype and target categories from filing-derived signal. Scores reflect cross-signal fit; reasons cite the EDGAR-anchored facts that drove the match.
No qualifying public-issuer targets surfaced from the current signal mix.
Stated target categories
No target categories enumerated in the audited corpus for this issuer.
Filing activity & signal stream.
Filing cadence and event-driven signals visible on EDGAR. The signal stream below is curated from restatement / spin-carve / activism categories, providing context for any near-term call.
Filing cadence
- 10-K (annual)362026-02-27
- 10-Q (quarterly)1042026-05-07
- 8-K (event)3872026-05-07
- Proxy / DEF 14A502026-04-03
- Activism (13D / DFAN / PREC)42022-04-11
Signals on file
- elevated
Auditor change
2008-03-071 Item 4.01 filing on file; certifying accountant change.
- watch
Late-filing notice
2020-03-031 NT 10-K/10-Q filing on file.
- elevated
Activism on file
2022-04-114 activist filings on file (13D, DFAN14A, PREC14A series).
- info
Signal
Serial acquisition history
- info
Signal
10-K strategy themes
- info
Signal
Restatement risk
Audited corpus.
No audited record on file for this CIK in the current v6 corpus.
This issuer has not been extracted into the v6 audited acquirer corpus yet. The brief above pulls from ranking-level aggregates and issuer-index signal only.