US · Financial Services · Financial Conglomerates
EPS came in at 1.51 against a street estimate of 1.88 — a miss of 19.7%.
Analysts rate Voya Financial Inc a buy (8 buy, 3 hold, 1 sell out of 12) with an average price target of $108.33.
CONFIDENT Voya delivered $1.51 EPS (below $1.88 street) hurt by alt-investment weakness and severance costs. Retirement flows strong at $8.1B; Stop Loss margins stabilizing; Wealth Management growing 12% YoY. Management expects second-half earnings lift. Q2 2026 Voya operates broadly across U.S. retirement, investment, and employee benefit markets; government segment noted as leading position. Analysts pressed on Stop Loss timeline for margin recovery (Q3 vs Q4), Investment Management organic growth vs. 2% target despite legacy runoff, and Benefitfocus acquisition integration. Management consistently emphasized disciplined pricing, early 2026 experience, and long-term strategy execution over quarterly volatility. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| BlackRock Inc | 10.37% |
| T. Rowe Price Associates, Inc. | 7.52% |
| Bank of New York Mellon Corp | 6.34% |
| Vanguard Portfolio Management, LLC | 5.42% |
| Vanguard Capital Management, LLC | 4.52% |
| Kelly Financial Group, LLC | 4.50% |
| Wellington Management Company LLP | 4.29% |
| Pzena Investment Management, LLC | 3.90% |
| Document | Date |
|---|---|
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Voya Financial reported preliminary Investment Management assets under management (AUM) of approximately $363 billion as of Septem | 2026-10-15 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Voya Financial estimates combined alternative investment income of approximately $40 million–$50 million pre-tax for the third qua | 2026-10-06 |
| Board / officer change · Q4 2026 OTHER NOTABLE POINTS • Voya Financial announced a senior leadership change on October 2, 2026. • Effective January 1, 2027, Santhosh Keshavan will b | 2026-10-02 |
| Quarterly report · Q2 2026 VOYA FINANCIAL, INC. – FORM 10-Q SUMMARY Period Ended June 30, 2026 --- HEADLINE NUMBERS • Total Assets: $182,946 million (June 30, 2026) vs. $178, | 2026-08-06 |
| Results announced · Q3 2026 VOYA FINANCIAL, INC. - QUARTERLY INVESTOR SUMMARY Q2 2026 (Six Months Ended June 30, 2026) --- HEADLINE NUMBERS • Net Income Available to Common Sh | 2026-08-04 |
| Reg FD disclosure · Q3 2026 VOYA FINANCIAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Assets Under Management (AUM): $377 billion as of June 30, 2026 in the Investment Managem | 2026-07-21 |
| Reg FD disclosure · Q3 2026 VOYA FINANCIAL, INC. - DOCUMENT SUMMARY HEADLINE NUMBERS • Q2 2026 alternative investment and investment capital returns: estimated pre-tax loss of | 2026-07-08 |
| Shareholder vote results · Q2 2026 VOYA FINANCIAL, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Annual Meeting of Stockholders held May 21, 2026 • 12 directors elected to one-year terms | 2026-05-21 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.47 / share ex-date Aug 26, 2026 · pay Sep 28, 2026 | 2026-08-26 |
| Dividend | $0.47 / share ex-date May 26, 2026 · pay Jun 26, 2026 | 2026-05-26 |
| Dividend | $0.47 / share ex-date Feb 25, 2026 · pay Mar 27, 2026 | 2026-02-25 |
| Dividend | $0.47 / share ex-date Nov 26, 2025 · pay Dec 29, 2025 | 2025-11-26 |
| Announcement | Date |
|---|---|
| Estimated third-quarter alternative investment income of approximately $40 million to $50 million Voya Financial preliminarily expects approximately $40 million–$50 million of combined alternative investment income in the third quarter of 2026, before variable and incentive compensation. | 2026-10-06 |
| Share repurchases of $150M completed; $150M accelerated buyback agreement entered Voya Financial disclosed preliminary first-quarter 2026 results ahead of its May 5 earnings release. The company repurchased $150 million of its own stock in Q1 2026 and committed an additio | 2026-04-08 |
| Share repurchase program expanded with $250 million deployment plan Voya Financial announced capital deployment plans and strong alternative investment returns at the Goldman Sachs Financial Services Conference. The company will repurchase $100 million in sh | 2025-12-09 |
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Open in the appGoogle PlayApp StoreData updated 2026-10-18.