STOCK TITAN

Valley National Bancorp to Acquire Bluevine Inc., Accelerating Its Digital Small Business Growth Strategy and Meaningfully Enhancing Its Core Funding Capabilities

The acquisition is expected to add approximately 180 research and development professionals and engineers to Valley.

(Neutral)
(Positive)

Valley National Bancorp (VLY) agreed to acquire Bluevine for approximately $340 million in a cash-and-stock transaction. Consideration is expected to be approximately 75% cash and 25% Valley common stock, subject to the definitive agreement and customary adjustments. Bluevine brings $2.1 billion in digitally sourced deposits and served approximately 175,000 active small-business customers as of June 2026.

Bluevine's platform-generated deposits increased at an approximately 35% compound annual growth rate from 2023 through the second quarter of 2026. Valley expects the acquisition to be approximately 8% accretive to estimated 2028 earnings per share, inclusive of expected synergies. It also expects approximately 5% tangible book value dilution at closing, with an estimated earn-back period of approximately 3 years. The deal is expected to close in early 2027, subject to regulatory approvals and other customary closing conditions.

Loading...
Loading translation...

Positive

  • Definitive acquisition of Bluevine valued at approximately $340 million
  • Platform-generated deposits grew approximately 35% annually from 2023 through Q2 2026
  • Estimated 2028 EPS expected to rise approximately 8%, including synergies

Negative

  • Tangible book value expected to be diluted approximately 5% at closing

News Explained

About 99% of Bluevine’s deposits currently come from customers who do not borrow from it; Valley says the deposits would provide a diversified source of core funding if the agreed acquisition closes.

Market Context

On 2026-09-09, Valley launched Valley Foundry to advance technology initiatives; the Bluevine deal a...
Analysis

On 2026-09-09, Valley launched Valley Foundry to advance technology initiatives; the Bluevine deal adds engineering and AI capabilities to that previously documented agenda.

Key Figures

Total consideration: Approximately $340 million Consideration mix: Approximately 75% cash and 25% Valley common stock Estimated EPS accretion: Approximately 8% +5 more
Total consideration
Approximately $340 million
Proposed Bluevine acquisition
Consideration mix
Approximately 75% cash and 25% Valley common stock
Subject to the definitive agreement and customary adjustments
Estimated EPS accretion
Approximately 8%
2028 estimate, inclusive of expected synergies
Tangible book value dilution
Approximately 5%
Expected at closing
Earn-back period
Approximately 3 years
Estimated period for tangible book value dilution
Expected closing
Early 2027
Subject to regulatory approvals and customary closing conditions
Digitally sourced deposits
$2.1 billion
Deposits Bluevine brings to Valley
Platform-generated deposit growth
Approximately 35% compound annual growth rate
2023 through the second quarter of 2026

Historical Context

1 past event · Latest: Sep 09
1 event
  1. Sep 09

    Technology initiative

    24h Move
    -1.1%

    Valley launched Valley Foundry to advance AI, data, cybersecurity and technology initiatives.

24h Move is the share-price change in the day after each event; other market factors may also have contributed.

Key Terms

compound annual growth rate, tangible book value
2 terms
compound annual growth rate financial
"increasing at an approximately 35% compound annual growth rate"
The compound annual growth rate (CAGR) shows how much an investment or value has grown, on average, each year over a specific period. It considers the effect of growth that compounds or builds upon itself, similar to how interest accumulates in a savings account. Investors use CAGR to compare different investments’ long-term performance and to understand how steady or consistent their growth has been over time.
tangible book value financial
"approximately 5% tangible book value dilution at closing"
Tangible book value is the accounting measure of a company’s net worth after removing intangible items like goodwill, patents and trademarks, leaving only physical and financial assets minus liabilities. For investors it offers a clearer view of the company’s hard-asset backing per share—like estimating the cash you could get by selling the furniture, machinery and cash in a house—helping gauge downside risk and whether a stock may be cheaply valued.
View in glossary

AI-generated analysis. How Rhea-AI works. Not financial advice.

See more from StockTitan in Google Search and AI answers. Adds StockTitan as a preferred source · opens Google
Add on Google

NEW YORK, N.Y. and JERSEY CITY, N.J., Sept. 28, 2026 (GLOBE NEWSWIRE) -- Valley National Bancorp (“Valley”) (NASDAQ: VLY) and Bluevine Inc. (“Bluevine”) announced today that they have entered into a definitive agreement whereby Valley will acquire Bluevine, a leading nationwide digital banking platform for small businesses.

The acquisition directly aligns with Valley’s stated strategic priorities of enhancing its funding base, expanding its small business franchise, and accelerating its digital and artificial intelligence (“AI”) strategy. Bluevine will bring Valley a scaled, high-growth digital small business platform; $2.1 billion of low-cost, digitally-sourced deposits which Bluevine and Valley intend to grow over time; and an established suite of integrated banking, payments, lending and financial-management solutions designed for small businesses across the country. Additionally, Bluevine’s engineering, product, data science and AI talent will help accelerate Valley’s long-term technology strategy, which includes a focus on broader development of internal capabilities and less reliance on third-party software and service providers.

Founded in 2013 and headquartered in Jersey City, New Jersey, Bluevine serves approximately 175,000 active small business customers and was voted 2026 Best Overall Small Business Bank by Money.com and 2026 Best Online Business Checking Account by NerdWallet. Bluevine has demonstrated momentum in building small business operating relationships, with platform-generated deposits increasing at an approximately 35% compound annual growth rate from 2023 through the second quarter of 2026. Approximately 99% of these deposits are currently from non-borrowing customers, which is expected to provide Valley with access to a diversified, relationship-driven source of core funding.

The transaction adds a nationwide digital acquisition channel to complement Valley’s long-standing relationship-led banking model. By gaining access to Valley’s branch network and broader treasury management, credit, insurance, wealth and capital markets solutions, Bluevine customers will benefit from a more holistic value proposition as clients of the combined organization. Valley’s existing small business customers will benefit from Bluevine’s industry-leading digital platform which combines business checking, payments, bill pay, invoicing, lending and financial-management capabilities in a unified experience for small businesses.

The acquisition will also accelerate Valley’s technology and AI strategy by adding approximately 180 research and development professionals and engineers, primarily located in established technology hubs like Redwood City, California; Jersey City, New Jersey; Salt Lake City, Utah; and Tel Aviv, Israel. Bluevine brings a highly capable engineering culture, modern technology architecture, and meaningful experience applying data and AI solutions to small business workflows. Owning these capabilities will give Valley greater control over its customer experience, more speed in bringing solutions to market, and a durable foundation for further innovation beyond Bluevine’s legacy small business focus areas.

Under the terms of the proposed transaction, Valley will acquire Bluevine for total consideration of approximately $340 million. The consideration is expected to consist of approximately 75% cash and 25% Valley common stock, subject to the terms of the definitive agreement and customary adjustments. Inclusive of expected synergies, the acquisition is expected to be approximately 8% accretive to estimated 2028 earnings per share. The transaction is also expected to result in approximately 5% tangible book value dilution at closing, with an estimated earn back period of approximately 3 years.

Ira Robbins, Valley’s Chairman, President & CEO commented that, “The acquisition of Bluevine directly advances the strategic priorities we have previously communicated to our shareholders. It is expected to enhance our core funding capabilities, add a proven small business growth platform and meaningfully accelerate our digital and AI capabilities. Bluevine has built an impressive franchise which has generated a diversified base of small business operating deposit relationships, a highly engaged customer community and a modern technology platform purpose-built for the needs of small businesses.” He also stated, “By combining Valley’s balance sheet and product capabilities with Bluevine’s digital platform and customer-acquisition engine, we can accelerate our aspiration to be the bank of choice for small businesses across the country. The combination also creates a compelling cross-sell opportunity to further deepen the scope of the current banking relationships across both Valley and Bluevine customer bases by delivering a broader set of products and an enhanced customer experience.”

Eyal Lifshitz, Co-Founder & CEO of Bluevine said, “Bluevine was founded to give small business owners the financial tools and digital experience they need to manage and grow their businesses. Valley shares that commitment and brings the balance sheet capacity, relationship banking expertise and broader capabilities necessary to support our customers through every stage of their journey. Together, we will be able to expand our impact while preserving the technology, customer focus and entrepreneurial culture that have driven Bluevine’s success. We look forward to joining Valley and continuing to enhance our small business banking platform.” Following the transaction close, Mr. Lifshitz will join Valley as Head of Small Business Banking.

The acquisition is expected to close in early 2027, subject to standard regulatory approvals, and the satisfaction or waiver of other customary closing conditions. An investor presentation with additional information about the transaction can be found on Valley’s website at www.valley.com.

Cantor Fitzgerald & Co. is serving as financial advisor to Valley and Wachtell, Lipton, Rosen & Katz is serving as legal counsel to Valley. Financial Technology Partners acted as the exclusive advisor to Bluevine and its Board of Directors in the sale to Valley. Sidley Austin LLP served as legal counsel to Bluevine.

Investor Conference Call

Valley executives will host a conference call at 8:30 AM Eastern Standard Time today to discuss this transaction. Those wishing to participate should pre-register using this link: https://register-conf.media-server.com/register/BIecb95d105ce54ea584b76feeda2143b3 to receive the dial-in number and a personal PIN, which are required to access the conference call. The teleconference will also be webcast live at: https://edge.media-server.com/mmc/p/udw2c42h.

About Valley

As the principal subsidiary of Valley National Bancorp (NASDAQ: VLY), Valley National Bank is a regional financial institution with over $66 billion in assets. Founded in 1927, Valley has more than 220 branch locations and commercial offices across New Jersey, New York, Florida, Alabama, California, Illinois, Pennsylvania and Arizona, while serving clients nationwide. Valley delivers a full range of consumer, commercial, and wealth management solutions designed to support everything from homeownership and business growth to long-term financial planning. Big enough to support complex financial needs and small enough to stay deeply connected, Valley is grounded in a relationship-led approach focused on understanding people first. That same relationship-led approach guides Valley’s commitment to community investment and responsible corporate citizenship. To learn more, visit www.valley.com or call the Valley Customer Care Center at 800-522-4100.

About Bluevine

Founded in 2013 and headquartered in Jersey City, New Jersey, Bluevine provides an integrated suite of digital banking, payments, lending and financial-management solutions designed for small businesses. As of June 2026, Bluevine served approximately 175,000 active small business customers and had served more than 415,000 businesses since inception. Visit www.bluevine.com for more information.

CAUTIONARY NOTE REGARDING FORWARD-LOOKING STATEMENTS

The foregoing contains forward-looking statements within the meaning of the Private Securities Litigation Reform Act of 1995. Such statements are not historical facts and include expressions about management’s confidence and strategies and management’s expectations about our business, new and existing programs and products, acquisitions, relationships, opportunities, taxation, technology, market conditions and economic expectations. These statements may be identified by forward-looking terminology such as “intend,” “should,” “expect,” “believe,” “position,” “view,” “opportunity,” “allow,” “continues,” “reflects,” “would,” “could,” “typically,” “usually,” “anticipate,” “may,” “estimate,” “outlook,” “project” or similar statements or variations of such terms. Such forward-looking statements involve certain risks and uncertainties. Actual results may differ materially from such forward-looking statements. A detailed discussion of factors that could affect our results is included in our SEC filings, including Item 1A. “Risk Factors” of our Annual Report on Form 10-K for the year ended December 31, 2025. We undertake no duty to update any forward-looking statement to conform the statement to actual results or changes in our expectations, except as required by law. Although we believe that the expectations reflected in the forward-looking statements are reasonable, we cannot guarantee future results, levels of activity, performance or achievements.

Contacts:
Valley National Bancorp Bluevine Inc.
Travis Lan Eyal Lifshitz
Senior Executive Vice President and Co-Founder and
Chief Financial Officer Chief Executive Officer
973-686-5007 203-535-7170
   



FAQ

AI-generated questions and answers. How Rhea-AI works. Not financial advice.

How much will Valley National Bancorp pay to acquire Bluevine?

Valley will acquire Bluevine for approximately $340 million. Consideration is expected to consist of approximately 75% cash and 25% Valley common stock, subject to the definitive agreement and customary adjustments.

When is Valley National Bancorp's Bluevine acquisition expected to close?

The acquisition is expected to close in early 2027, subject to regulatory approvals and the satisfaction or waiver of other customary closing conditions.

How much of Bluevine's deposit base comes from customers who do not borrow?

Approximately 99% of Bluevine's platform-generated deposits currently come from non-borrowing customers.

Who will lead small business banking at Valley after the Bluevine acquisition?

Bluevine co-founder and CEO Eyal Lifshitz will join Valley as Head of Small Business Banking following the transaction close.

Keep reading