Exploring Valley National Bancorp (VLY) Investor Profile: Who’s Buying and Why?

Exploring Valley National Bancorp (VLY) Investor Profile: Who’s Buying and Why?

US | Financial Services | Banks - Regional | NASDAQ

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Who Invests in Valley National Bancorp (VLY) and Why?

Investor Profile Analysis for Valley National Bancorp (VLY)

As of Q4 2023, the investor composition for this financial institution reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.87% 53,412,816 shares
BlackRock Inc 8.22% 44,536,712 shares
State Street Corporation 4.63% 25,056,419 shares

Investor Composition

  • Institutional Investors: 76.5%
  • Retail Investors: 23.5%
  • Insider Ownership: 0.8%

Top Institutional Investment Strategies

Institutional investors demonstrate the following investment approaches:

  • Long-term value investing
  • Dividend-focused strategy
  • Regional banking sector allocation

Key Investment Metrics

Metric Value
Dividend Yield 4.72%
Price-to-Earnings Ratio 12.3x
Market Capitalization $5.2 billion

Investor Attraction Factors

  • Consistent dividend payments
  • Strong regional market presence
  • Stable financial performance



Institutional Ownership and Major Shareholders of Valley National Bancorp (VLY)

Investor Profile Analysis for Valley National Bancorp (VLY)

As of Q4 2023, the investor composition for this financial institution reveals a complex ownership structure.

Institutional Investor Breakdown

Investor Type Percentage Ownership Total Shares
Vanguard Group Inc 9.87% 53,412,816 shares
BlackRock Inc 8.22% 44,536,712 shares
State Street Corporation 4.63% 25,056,419 shares

Investor Composition

  • Institutional Investors: 76.5%
  • Retail Investors: 23.5%
  • Insider Ownership: 0.8%

Top Institutional Investment Strategies

Institutional investors demonstrate the following investment approaches:

  • Long-term value investing
  • Dividend-focused strategy
  • Regional banking sector allocation

Key Investment Metrics

Metric Value
Dividend Yield 4.72%
Price-to-Earnings Ratio 12.3x
Market Capitalization $5.2 billion

Investor Attraction Factors

  • Consistent dividend payments
  • Strong regional market presence
  • Stable financial performance



Key Investors and Their Influence on Valley National Bancorp (VLY)

Institutional Ownership and Major Shareholders Analysis

As of Q4 2023, the institutional ownership for the bank stands at 81.4% of total shares outstanding.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 35,672,817 10.2%
BlackRock Inc. 29,456,912 8.4%
State Street Corporation 22,345,671 6.4%
Wellington Management Group LLP 18,234,567 5.2%

Institutional Ownership Changes

  • Institutional investors increased holdings by 3.7% in the last quarter of 2023
  • Net institutional purchases totaled $214.5 million
  • Approximately 187 institutional investors added new positions
  • 142 institutional investors increased existing positions

Ownership Concentration

The top 10 institutional investors collectively own 42.6% of outstanding shares, indicating significant institutional control and influence.

Insider Ownership

Insider ownership currently represents 2.3% of total shares, with key executives holding approximately $18.7 million in company stock.




Market Impact and Investor Sentiment of Valley National Bancorp (VLY)

Key Investors and Their Impact on Valley National Bancorp

As of the latest available data in 2024, Valley National Bancorp's investor landscape reveals significant institutional ownership and strategic investment patterns.

Top Institutional Investors Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 24,670,412 10.2%
BlackRock Inc. 21,456,789 8.9%
State Street Corporation 15,342,567 6.3%

Investor Influence and Recent Moves

  • Institutional investors currently hold 68.5% of total outstanding shares
  • Significant recent purchases detected from:
    • Dimensional Fund Advisors LP: Added 1.2 million shares
    • Wellington Management Group LLP: Increased stake by 3.4%

Insider ownership stands at 0.7%, with total institutional ownership reaching $3.2 billion in market value.

Activist Investor Activity

No significant activist investor interventions have been reported in the most recent quarter.


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