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Dec 31, 2024

Valley National Q4 2024 Earnings Report

Reported net income with balance sheet initiatives that strengthened the financial position.

Key Takeaways

Valley National Bancorp reported a net income of $115.7 million for Q4 2024, or $0.20 per diluted common share. The company's balance sheet initiatives during 2024 have strengthened its financial position with incremental capital, an improved funding base, higher loan reserve coverage, and enhanced loan diversity.

Net interest income on a tax equivalent basis increased to $424.3 million.

Net interest margin on a tax equivalent basis increased by 6 basis points to 2.92 percent.

Total loans decreased $555.6 million, or 4.50 percent on an annualized basis, to $48.8 billion.

Non-interest bearing deposits increased $274.9 million to $11.4 billion.

Total Revenue
$474M
Previous year: $450M
+5.4%
EPS
$0.13
Previous year: $0.22
-40.9%
Net Interest Margin
2.92%
Previous year: 2.82%
+3.5%
Efficiency Ratio
57.21%
Previous year: 60.7%
-5.7%
Return on Average Equity
6.38%

Valley National

Valley National

Forward Guidance

Valley National Bancorp anticipates net interest margin expansion throughout 2025, supported by lower-cost core deposit growth and yield curve dis-inversion. The company remains focused on expense management to ensure revenue gains are additive to earnings and driving longer-term shareholder value through improved profitability and growth in core commercial banking relationships.

Positive Outlook

  • Lower-cost core deposit growth
  • Yield curve dis-inversion
  • Net interest margin expansion
  • Focus on expense management
  • Improved profitability

Challenges Ahead

  • Impact of market interest rates and monetary and fiscal policies
  • Unfavorable macroeconomic conditions or downturns
  • Potential instability within the U.S. financial sector
  • Negative public opinion regarding Valley or banks in general
  • Changes in the statutes, regulations, policy, or enforcement priorities of the federal bank regulatory agencies