Basis: Trailing twelve months (TTM), to the latest fiscal quarter end. Source: stored company filings and market data; unavailable inputs remain N/A.
Is the return on equity (ROE) high or low?
The return on equity (ROE) of 8.76% is 13% above its 5-year average of 7.73%, near the high end of its 5-year range (4.82%–9.75%).
As of the fiscal period ended Tuesday, June 30, 2026. 16.77% above its 12-month average of 7.50%.
Trailing-twelve-month return on equity at each fiscal quarter end; no daily interpolation. Q2 FY2026 (2026-06-30): 8.76%.
RETURN ON EQUITY (ROE)
8.76%
RETURN ON EQUITY (ROE) AVG TTM
7.50%
RETURN ON EQUITY (ROE) AVG 3Y
7.02%
RETURN ON EQUITY (ROE) AVG 5Y
7.73%
RETURN ON EQUITY (ROE) AVG 10Y
7.50%
RETURN ON EQUITY (ROE) AVG 15Y
7.71%
RETURN ON EQUITY (ROE) AVG 20Y
7.86%
CURRENT VS TTM AVG
+16.77%
CURRENT VS 3Y AVG
+24.79%
CURRENT VS 5Y AVG
+13.34%
CURRENT VS 10Y AVG
+16.83%
CURRENT VS 15Y AVG
+13.57%
CURRENT VS 20Y AVG
+11.51%
SECTOR MEDIAN · FINANCIAL SERVICES
12.98%
median of 111 covered companies
CURRENT VS SECTOR MEDIAN
-32.51%
vs the sector median at left
Valley National Bancorp
Market Cap
$7.10B
Return on Equity (ROE)
8.76%
TTM Avg
7.50%
3Y Avg
7.02%
5Y Avg
7.73%
Market Cap
$7.51B
Return on Equity (ROE)
27.94%
TTM Avg
26.83%
3Y Avg
25.84%
5Y Avg
23.42%
Market Cap
$6.65B
Return on Equity (ROE)
7.79%
TTM Avg
9.96%
3Y Avg
8.54%
5Y Avg
6.17%
Market Cap
$7.65B
Return on Equity (ROE)
-5.45%
TTM Avg
0.44%
3Y Avg
-28.88%
5Y Avg
-10.73%
Market Cap
$7.68B
Return on Equity (ROE)
-1323.42%
TTM Avg
-250.28%
3Y Avg
-152.67%
5Y Avg
-114.98%
Market Cap
$5.78B
Return on Equity (ROE)
24.73%
TTM Avg
20.63%
3Y Avg
21.09%
5Y Avg
23.42%
Market Cap
$8.76B
Return on Equity (ROE)
12.98%
TTM Avg
14.92%
3Y Avg
15.00%
5Y Avg
13.93%
Market Cap
$5.12B
Return on Equity (ROE)
14.25%
TTM Avg
17.32%
3Y Avg
15.85%
5Y Avg
13.97%
| NAME | MARKET CAP | RETURN ON EQUITY (ROE) | TTM | 3Y | 5Y |
|---|---|---|---|---|---|
| Valley National Bancorp (VLY) | $7.10B | 8.76% | 7.50% | 7.02% | 7.73% |
| Kinsale Capital Group, Inc. (KNSL)vs › | $7.51B | 27.94% | 26.83% | 25.84% | 23.42% |
| PIMCO Dynamic Income Fund (PDI)vs › | $6.65B | 7.79% | 9.96% | 8.54% | 6.17% |
| Galaxy Digital (GLXY)vs › | $7.65B | -5.45% | 0.44% | -28.88% | -10.73% |
| TeraWulf Inc. (WULF)vs › | $7.68B | -1323.42% | -250.28% | -152.67% | -114.98% |
| MarketAxess Holdings Inc. (MKTX)vs › | $5.78B | 24.73% | 20.63% | 21.09% | 23.42% |
| Voya Financial, Inc. (VOYA)vs › | $8.76B | 12.98% | 14.92% | 15.00% | 13.93% |
| RLI Corp. (RLI)vs › | $5.13B | 25.04% | 22.70% | 29.13% | 25.51% |
| Main Street Capital Corporation (MAIN)vs › | $5.12B | 14.25% | 17.32% | 15.85% | 13.97% |
| Axos Financial, Inc. (AX)vs › | $5.06B | 15.49% | 15.82% | 16.83% | 16.23% |
ROE
8.8%
ROA
1.1%
ROE = Net Income / Total Shareholders' Equity
Return on equity measures how efficiently a company generates profit from shareholders' equity. Higher ROE indicates better capital efficiency.
Expanded definitions: Investopedia, Wikipedia, Corporate Finance Institute
| DATE | RETURN ON EQUITY (ROE) |
|---|---|
| 2026-06-30 | 8.76% |
| 2026-03-31 | 8.38% |
| 2025-12-31 | 7.66% |
| 2025-09-30 | 6.74% |
| 2025-06-30 | 5.98% |
| 2025-03-31 | 5.20% |
| 2024-12-31 | 5.11% |
| 2024-09-30 | 4.82% |
| 2024-06-30 | 5.63% |
| 2024-03-31 | 6.66% |
| 2023-12-31 | 7.44% |
| 2023-09-30 | 9.12% |
| 2023-06-30 | 9.75% |
| 2023-03-31 | 9.19% |
| 2022-12-31 | 8.89% |
| 2022-09-30 | 8.07% |
| 2022-06-30 | 7.26% |
| 2022-03-31 | 9.32% |
| 2021-12-31 | 9.32% |
| 2021-09-30 | 9.62% |
| 2021-06-30 | 9.37% |
| 2021-03-31 | 8.99% |
| 2020-12-31 | 8.51% |
| 2020-09-30 | 7.13% |
| 2020-06-30 | 6.77% |
| 2020-03-31 | 6.42% |
| 2019-12-31 | 7.07% |
| 2019-09-30 | 9.80% |
| 2019-06-30 | 9.60% |
| 2019-03-31 | 9.66% |
| 2018-12-31 | 7.80% |
| 2018-09-30 | 6.37% |
| 2018-06-30 | 5.51% |
| 2018-03-31 | 4.86% |
| 2017-12-31 | 6.39% |
| 2017-09-30 | 7.32% |
| 2017-06-30 | 7.80% |
| 2017-03-31 | 7.42% |
| 2016-12-31 | 7.07% |
| 2016-09-30 | 5.44% |
| 2016-06-30 | 5.19% |
| 2016-03-31 | 4.90% |
| 2015-12-31 | 4.66% |
| 2015-09-30 | 6.18% |
| 2015-06-30 | 5.80% |
| 2015-03-31 | 6.03% |
| 2014-12-31 | 6.24% |
| 2014-09-30 | 8.25% |
| 2014-06-30 | 8.27% |
| 2014-03-31 | 8.62% |
| 2013-12-31 | 8.56% |
| 2013-09-30 | 8.50% |
| 2013-06-30 | 9.30% |
| 2013-03-31 | 9.31% |
| 2012-12-31 | 9.56% |
| 2012-09-30 | 8.70% |
| 2012-06-30 | 8.48% |
| 2012-03-31 | 8.81% |
| 2011-12-31 | 10.65% |
| 2011-09-30 | 11.25% |
| 2011-06-30 | 11.00% |
| 2011-03-31 | 10.74% |
| 2010-12-31 | 10.13% |
| 2010-09-30 | 9.79% |
| 2010-06-30 | 9.78% |
| 2010-03-31 | 8.42% |
| 2009-12-31 | 9.26% |
| 2009-09-30 | 7.86% |
| 2009-06-30 | 5.53% |
| 2009-03-31 | 7.16% |
| 2008-12-31 | 6.86% |
| 2008-09-30 | 9.58% |
| 2008-06-30 | 14.42% |
| 2008-03-31 | 14.12% |
| 2007-12-31 | 16.15% |
| 2007-09-30 | 17.36% |
| 2007-06-30 | 18.47% |
| 2007-03-31 | 18.50% |
| 2006-12-31 | 17.24% |
| 2006-09-30 | 17.35% |
| 2006-06-30 | 17.78% |
| 2006-03-31 | 17.74% |
| 2005-12-31 | 17.54% |
| 2005-09-30 | 17.32% |
| 2005-06-30 | 17.07% |
| 2005-03-31 | 18.79% |
| 2004-12-31 | 21.82% |
| 2004-09-30 | 21.97% |
| 2004-06-30 | 23.21% |
| 2004-03-31 | 22.74% |
| 2003-12-31 | 23.50% |
| 2003-09-30 | 23.85% |
| 2003-06-30 | 24.13% |
