SCHEDULE: Vanguard Group Exits Valley National Bancorp Stake

The Vanguard Group has reported a 0% beneficial ownership in Valley National Bancorp following an internal realignment, disaggregating its reporting.

Summary

• The Vanguard Group, Inc. submitted an Amendment No. 13 to Schedule 13G concerning Valley National Bancorp.
• The Vanguard Group now holds 0% beneficial ownership of Valley National Bancorp's Common Stock.
• This change stems from an internal realignment within The Vanguard Group, Inc. that occurred on January 12, 2026.
• Following the realignment, certain subsidiaries or business divisions will report their beneficial ownership separately, in accordance with SEC Release No. 34-39538.
• The Vanguard Group, Inc. no longer has, or is deemed to have, beneficial ownership over the securities now reported by these disaggregated entities.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral event for Valley National Bancorp, as it primarily reflects a procedural change in how The Vanguard Group reports its beneficial ownership, rather than a change in investment sentiment or a divestment decision.

Future Outlook

No forward-looking statements or guidance are provided regarding Valley National Bancorp's future performance or The Vanguard Group's future investment strategies beyond the reporting change.

Industry Context

StockSavvy.ai notes that internal realignments and subsequent disaggregated reporting by large institutional investors like The Vanguard Group are common. These typically reflect internal operational or compliance adjustments rather than a change in investment thesis regarding the underlying issuer, Valley National Bancorp. This type of update primarily serves to adjust regulatory records on beneficial ownership structure.

Stakeholder Impact

• Shareholders of Valley National Bancorp may note the change in reporting structure for a major institutional investor, but this filing does not indicate a change in the underlying investment thesis or a significant shift in the company's fundamentals.

Key Dates

Recommendation

The filing is a routine regulatory update regarding The Vanguard Group's internal reporting structure and does not provide new information about Valley National Bancorp's financial performance, strategic direction, or operational health. Therefore, it does not warrant a change in investment recommendation based solely on this filing.

Keywords

Valley National Bancorp, Vanguard Group, Schedule 13G, Beneficial Ownership, SEC Filing, Common Stock, Institutional Ownership, Internal Realignment