Voya Financial Stock After Earnings: Hidden Upside or Value Trap?
Voya Financial is repositioning its business towards fee-based retirement and asset management, returning capital to shareholders, and maintains a discount compared to peers. The article explores whether this presents a hidden upside for patient investors seeking diversification away from pure credit risk, or if the market is correctly pricing in slower growth for the company. Analysts generally view Voya as a solid financial company with moderate upside, appealing to those prioritizing steady cash generation and exposure to US retirement trends.
Voya Financial: There Seems To Be Better Value Elsewhere Following Its 2025 Earnings
Voya Financial had a mixed 2025, with improved operating earnings but flat overall profits and poor stock performance. While employee benefits and asset management units showed some strength, high exposure to private credit and aggressive rate hikes pose risks. The article concludes that given its 1.4x book valuation, modest capital returns, and weak earnings momentum, VOYA is not an attractive investment compared to better-valued peers.
Pzena Investment Management LLC Cuts Stock Holdings in Voya Financial, Inc. $VOYA
Pzena Investment Management LLC significantly reduced its stake in Voya Financial, Inc. by 0.4% in the third quarter, now holding 3,645,695 shares valued at $272.7 million. Despite missing quarterly EPS consensus, Voya Financial reported higher-than-expected revenue and declared a quarterly dividend. The company maintains a "Moderate Buy" consensus rating from analysts, with various firms adjusting price targets and ratings.
Voya’s MyCompass investment solutions reach $10 billion AUM milestone By Investing.com
Voya Financial's MyCompass Investment Solutions suite has achieved a significant milestone, reaching $10 billion in assets under management. Launched in 2019, the target date fund suite demonstrates strong growth in a competitive market, supported by Voya's financial stability and client-focused strategy. The suite offers diverse investment options through three collective investment trust series and has contributed to Voya maintaining dividend payments for 14 consecutive years.
Voya Financial Announces MyCompass Target Date Investment Solutions Reach $10 Billion AUM Milestone
Voya Financial announced that its MyCompass Investment Solutions, offered on its recordkeeping platform, have reached $10 billion in assets under management (AUM). These target date funds, initially launched in 2019, cater to diverse retirement needs with various investment options including blend, index fund, and American Funds series. The achievement highlights the growing demand for target date products in the retirement savings market.
Gator Capital Bets Big on VOYA With $9.3 Million Buy, According to Recent SEC Filing
Gator Capital Management, LLC has established a new position in Voya Financial (NYSE:VOYA) by purchasing 125,270 shares, valued at approximately $9.33 million. This new stake represents 1.89% of Gator Capital's reported U.S. equity assets. The article highlights Voya Financial's strong performance, commitment to shareholder returns through dividends and share buybacks, and analysts' predictions for earnings growth, while also noting potential challenges like medical cost inflation and increased competition.
Envestnet Asset Management Inc. Purchases 16,278 Shares of Voya Financial, Inc. $VOYA
Envestnet Asset Management Inc. has increased its stake in Voya Financial, Inc. (NYSE:VOYA) by 8.2%, adding 16,278 shares to now hold a total of 215,390 shares valued at approximately $16.11 million. This makes up about 0.22% of Voya Financial, which recently reported quarterly revenue of $2.01 billion, a 5% year-over-year increase, despite missing EPS expectations. The stock currently holds a "Moderate Buy" rating from analysts with an average price target of $86.78.
AlphaQuest LLC Sells 18,401 Shares of Voya Financial, Inc. $VOYA
AlphaQuest LLC significantly reduced its stake in Voya Financial, Inc. by selling 18,401 shares in Q3, now holding 859 shares valued at $64,000. This comes as Voya Financial reported a Q4 EPS miss but increased revenue and announced a $0.47 quarterly dividend. Analysts currently rate Voya Financial as a "Moderate Buy" with an average price target of $86.78.
Does Voya’s 2025 Results and Buyback Plan Reframe the Bull Case For Voya Financial (VOYA)?
Voya Financial released its Q4 and full-year 2025 results, reporting strong revenue and net income, alongside a planned US$150 million share repurchase. The company is focusing on growth in its Retirement and Investment Management businesses and the benefits of the OneAmerica acquisition. The share repurchase signals strong cash generation and capital returns, but investors should also consider the volatility in its Employee Benefits segment.
LSV Asset Management Lowers Position in Voya Financial, Inc. $VOYA
LSV Asset Management has reduced its stake in Voya Financial, Inc. by 3.6% in the third quarter, now owning 1,016,860 shares valued at $76,061,000. Despite this, several other institutional investors, including Bank of New York Mellon Corp and Ameriprise Financial Inc., increased their positions in the company during the same period. Analyst ratings for Voya Financial are mixed, with a consensus "Moderate Buy" rating and an average target price of $86.78.
Impax Asset Management Group plc Has $13.64 Million Stock Position in Voya Financial, Inc. $VOYA
Impax Asset Management Group plc reduced its stake in Voya Financial, Inc. (NYSE:VOYA) by 46.4% in the third quarter, holding 182,379 shares valued at $13.64 million. Despite Impax's reduction in shares, other hedge funds increased their positions in Voya Financial. The asset manager reported mixed financial results, missing EPS estimates but exceeding revenue expectations for the last quarter, and announced a quarterly dividend.
Voya Financial price target raised to $87 from $85 at RBC Capital
RBC Capital analyst Mark Dwelle raised the price target for Voya Financial (VOYA) from $85 to $87, maintaining an Outperform rating on the shares. This adjustment follows a strong Q4 performance by Voya, highlighted by robust organic growth in Investment Management, positive momentum in the Retirement segment, and significant excess capital generation.
The Top 5 Analyst Questions From Voya Financial's Q4 Earnings Call
Voya Financial's Q4 results faced a negative market reaction, with revenue meeting expectations but non-GAAP earnings per share and adjusted operating income falling short. Analysts focused heavily on issues within the Employee Benefits segment, particularly Stop Loss insurance, due to persistent uncertainty and margin pressures. Key discussions during the earnings call revolved around reserve increases, pricing sufficiency, margin improvement metrics, cross-selling strategies, and the need for more quantitative data on reserving conservatism and claims experience.
Voya Financial Touts $775M 2025 Cash, $300M Buybacks as It Eyes More Growth in 2026 at UBS Conf
Voya Financial's executives reported strong 2025 results at a UBS conference, including $775 million in cash generation and record performance in Retirement and Investment Management. The company plans $300 million in share buybacks for the first half of the year and expects continued growth and improved profitability in 2026, while also looking for strategic "roll-up" acquisitions in its Retirement segment. They are also expanding wealth management services and improving employee benefits margins despite healthcare volatility.
Voya Financial, Inc. (NYSE:VOYA) Reaches Consensus Rating of "Moderate Buy" from Analysts
Voya Financial, Inc. (NYSE:VOYA) has received a "Moderate Buy" consensus rating from analysts, with an average 12-month price target of $86.56. The company recently reported Q4 EPS of $1.94, missing estimates, while revenue of $2.01 billion beat expectations and grew 5% year-over-year. Analysts project an EPS of $8.39 for the current year, and Voya also declared a quarterly dividend of $0.47, representing a 2.5% yield.
RBC Capital Maintains Voya Financial (VOYA) with Raised Price Ta
RBC Capital has maintained its "Outperform" rating for Voya Financial (VOYA) and increased its price target from $85.00 to $87.00, reflecting continued confidence in the company's performance. Other analysts have also adjusted their ratings and price targets for VOYA, with an average target price of $85.11 from nine analysts, suggesting a 12.55% upside from its current price. Voya Financial, a services company, provides investment, insurance, and retirement solutions, with its Wealth segment generating approximately half of its revenue.
Voya Financial at UBS Conference: Strong Growth and Strategic Focus
Voya Financial presented at the UBS Financial Services Conference 2026, highlighting a strong 2025 performance with $775 million in cash generation and successful integration of the OneAmerica acquisition. The company outlined strategic plans for continued growth, including significant share repurchases, investments in wealth management expected to yield over 20% returns, and a focus on disciplined bolt-on acquisitions. Voya also addressed challenges and proactive adjustments in its Stop Loss business, committing to maintaining consistent capital returns to shareholders.
VOYA: Record growth, disciplined M&A, and strong capital return set the stage for 2026 momentum
Voya Financial (VOYA) reported exceptional results for 2025, marked by record cash generation, significant growth in its retirement and investment management sectors, and the successful integration of OneAmerica. The company's strategic focus for the future includes disciplined mergers and acquisitions, expanding its wealth management services, and maintaining consistent capital returns, with robust plans already in place for 2026 momentum. This information is based on the UBS Financial Services Conference 2026 audio transcript from February 9, 2026.
Voya Financial Earnings Call: Growth Strength, Stop Loss Risks
Voya Financial's Q4 earnings call revealed record annual earnings exceeding $1 billion and a 22% diluted EPS increase, driven by strong performance in Retirement and Investment Management. The company generated $775 million in excess capital and successfully integrated the OneAmerica acquisition. However, challenges persist in the Stop Loss business, requiring a multi-year effort to address pricing, risk selection, and reserving, particularly due to rising healthcare costs and claims volatility.
Voya Financial Q4 Earnings Call Highlights
Voya Financial exceeded its 2025 financial and commercial targets, reporting over $1 billion in pre-tax adjusted operating earnings and 22% EPS growth to $8.85. The company generated $775 million in excess cash, with combined Retirement and Investment Management assets surpassing $1 trillion, and plans significant share repurchases in Q1 and Q2 2026. While Retirement and Investment Management segments showed strong performance and growth, Employee Benefits, particularly Stop Loss, remains a focus area with management implementing rate increases and monitoring ongoing market uncertainties.
Voya Financial to present at the UBS Financial Services Conference
Voya Financial, Inc. announced that CEO Heather Lavallee and CFO Mike Katz will participate in a fireside chat at the UBS Financial Services Conference on February 9, 2026, at 8:50 a.m. ET. A live webcast will be available on the company's investor relations website, with a replay also provided there. Voya Financial is a leading retirement, employee benefits, and investment management company.
TDFs Increase Retirement Confidence
A recent survey by Voya Investment Management reveals that employees invested in target-date funds (TDFs) show significantly higher confidence in achieving their retirement goals and reduced stress compared to non-invested employees. The study found that TDFs' ease of use, built-in diversification, professional management, and automatic rebalancing are key factors contributing to this increased confidence and engagement in retirement planning. This suggests TDFs effectively empower participants and encourage higher contribution rates, highlighting their importance for plan sponsors.
Voya Investment Management survey shows target-date funds increase retirement participants’ confidence
A survey by Voya Investment Management reveals that participants investing in target-date funds (TDFs) report significantly higher confidence in their retirement goals and reduced stress in retirement planning. The findings indicate that TDFs act as confidence-building tools, encouraging better savings habits and greater engagement among participants. This research highlights the importance for plan sponsors and financial advisors to offer solutions that simplify retirement planning and empower individuals.
Target-date fund users feel less retirement stress, Voya finds
Voya Investment Management's latest survey indicates that individuals investing in target-date funds (TDFs) experience higher confidence and reduced stress regarding their retirement planning. The findings show that 71% of employed TDF investors feel confident about reaching their goals, compared to 58% of non-investors, and a significant majority of TDF investors find these funds alleviate retirement planning stress. This highlights TDFs not only as investment vehicles but also as tools that enhance engagement and sound decision-making among participants, encouraging them to save more consistently.
Voya Financial, Inc. (NYSE:VOYA) Q4 2025 Earnings Call Transcript
Voya Financial, Inc. (NYSE: VOYA) reported strong financial and commercial results for Q4 and full-year 2025, exceeding targets with over $1 billion in pretax adjusted operating earnings and $775 million of excess cash. The company saw exceptional growth in Retirement and Investment Management, including significant defined contribution net flows and record net revenue in Investment Management, while making substantial progress in improving margins in Employee Benefits. Voya remains confident in continued cash generation and plans to repurchase $150 million of shares in both Q1 and Q2 2026, alongside exploring strategic M&A opportunities.
Voya Financial announces fourth-quarter and full-year 2025 results
Voya Financial announced strong fourth-quarter and full-year 2025 financial results, exceeding targets for adjusted pre-tax earnings and cash generation. The company reported full-year 2025 net income of $613 million and after-tax adjusted operating earnings of $861 million, driven by growth across Retirement, Investment Management, and Employee Benefits segments, including significant asset growth and record net inflows. Voya also generated a substantial amount of excess capital and returned funds to shareholders through share repurchases and common stock dividends.
Voya Financial (VOYA) Margin Stability At 7.5% Tests Bearish Profitability Narratives
Voya Financial (VOYA) concluded FY 2025 with strong fourth-quarter revenue and net income, showcasing a stable trailing net margin of 7.5%. Despite a 19.9% annual earnings decline over five years, current trailing EPS sits above the quarterly range, prompting a mixed outlook for investors. The company trades at a P/E discount compared to industry averages and its DCF fair value, suggesting potential for re-rating if earnings growth projections hold.
VOYA Q4 Deep Dive: Margin Gains and Stop Loss Uncertainty Shape Outlook
Voya Financial (VOYA) met Q4 CY2025 revenue expectations but missed on non-GAAP EPS and adjusted operating income, as reported by Adam Hejl on February 4, 2026. The company saw strong performance in its Retirement and Investment Management segments and benefits from the OneAmerica acquisition. However, uncertainty and margin pressures in the Employee Benefits segment, particularly Stop Loss insurance, remain a concern due to rising cancer claims and pharmaceutical costs, leading to management's cautious outlook despite expected future margin improvements.
Voya Financial Q4 2025 slides: Strong annual growth overshadowed by earnings miss
Voya Financial (NYSE:VOYA) reported strong full-year 2025 growth with adjusted operating earnings up 19% and EPS up 22%, but its shares dropped after a Q4 earnings miss. The company's Q4 EPS of $1.94 fell short of analyst estimates of $2.09, despite significant increases in operating earnings and revenue. While Voya highlighted record commercial results in its Retirement and Investment Management segments and strong capital generation, concerns remain regarding volatility in the Stop Loss business and broader macroeconomic factors.
Voya Financial, NerdWallet, SoFi, Sezzle, and Dave Shares Plummet, What You Need To Know
Shares of Voya Financial, NerdWallet, SoFi, Sezzle, and Dave experienced a significant decline in the afternoon session after weaker-than-expected private-sector employment data fueled concerns about a cooling economy. A report indicated that U.S. private employers added only 22,000 jobs in January, falling short of the estimated 45,000 and signaling a continued cooldown in labor demand. This market reaction highlights investor sensitivity to economic data, particularly impacting the tech sector, and for some stocks like SoFi, it comes after a period of volatility and previous shifts in investor sentiment.
Voya Financial, NerdWallet, SoFi, Sezzle, and Dave Shares Plummet, What You Need To Know
Shares of Voya Financial, NerdWallet, SoFi, Sezzle, and Dave dropped following the release of weaker-than-expected U.S. private-sector employment data, which showed only 22,000 jobs added in January, far below estimates. This disappointing report fueled concerns about a cooling economy and particularly impacted the tech sector. SoFi, in particular, has seen significant volatility, with its shares trading 35.7% below its 52-week high despite a previous boost from a Goldman Sachs forecast projecting economic growth.
Earnings call transcript: Voya Financial’s Q4 2025 results miss EPS forecasts
Voya Financial Inc. reported Q4 2025 earnings per share of $1.94, missing the $2.09 forecast by 7.18%, though revenue exceeded expectations at $2.11 billion. The stock reacted negatively, dropping post-market and premarket, reflecting investor concerns over the EPS miss despite overall strong financial performance in 2025. The company shared a positive outlook for 2026, anticipating continued excess capital generation and share repurchases, while addressing ongoing challenges and strategies in its Stop Loss business.
Voya Financial's (NYSE:VOYA) Q4 CY2025: Beats On Revenue
Voya Financial (NYSE:VOYA) reported stronger-than-expected revenue of $2.11 billion in Q4 CY2025, an 11.3% year-on-year increase, beating analyst estimates by 5%. However, its non-GAAP profit per share of $1.94 missed consensus estimates by 6.6%. Despite the revenue beat, the EPS miss led to a slight dip in share price immediately following the announcement.
Strs Ohio Lowers Stock Position in Voya Financial, Inc. $VOYA
Strs Ohio significantly reduced its stake in Voya Financial (NYSE:VOYA) by 92% in the third quarter, selling 26,442 shares and ending with $172,000 worth of stock. Despite this, other major institutions like Boston Partners, Norges Bank, and Balyasny Asset Management materially increased or initiated positions, pushing institutional ownership to about 96.1%. Voya Financial reported mixed Q3 results, with EPS missing estimates but revenue exceeding them, and declared a quarterly dividend of $0.47, maintaining a "Moderate Buy" consensus rating among analysts.
Voya Financial Q4 2025 Results: Earnings Miss Estimates - News and Statistics
Voya Financial Inc. (VOYA) reported a fourth-quarter 2025 profit of $140 million, or $1.41 per share, with adjusted earnings of $1.94 per share, missing Wall Street estimates of $2.11 per share. The company's revenue reached $2.11 billion, though its adjusted revenue of $316 million also fell short of analyst expectations of $332.4 million. For the full year, Voya Financial posted a profit of $654 million on revenue of $1.34 billion.
Voya Financial Inc earnings missed by $0.15, revenue topped estimates
Voya Financial Inc (NYSE: VOYA) reported fourth-quarter EPS of $1.94, missing analyst estimates by $0.15, despite revenue of $2.11 billion topping the consensus estimate of $1.99 billion. The company's stock is up 4.87% in the last three months and 10.36% in the last 12 months, with InvestingPro rating its financial health as "good performance."
Voya Financial Inc earnings missed by $0.15, revenue topped estimates
Voya Financial Inc (NYSE: VOYA) reported fourth-quarter EPS of $1.94, missing analyst estimates by $0.15, despite revenue of $2.11 billion topping the consensus estimate. The company's stock has seen positive performance, rising 4.87% in the last 3 months and 10.36% in the last 12 months. Investors are encouraged to review the company's financial performance and track upcoming earnings reports.
Voya Financial (NYSE:VOYA) Reports Q4 2025 Revenue Beat and EPS Miss
Voya Financial (NYSE:VOYA) announced its Q4 and full-year 2025 results, outperforming revenue expectations by reaching $2.11 billion but missing EPS estimates with $1.94. Despite a negative market reaction due to the EPS miss, the company showcased strong performance across its core segments and generated $775 million in excess capital, returning $374 million to shareholders. The company expressed confidence for 2026, anticipating continued momentum based on strong free cash flow generation.
Voya Financial (NYSE:VOYA) Posts Quarterly Earnings Results
Voya Financial (NYSE:VOYA) recently reported quarterly earnings, with EPS of $1.94, missing analyst estimates of $2.14, while revenue of $2.01 billion slightly surpassed the $1.99 billion consensus. Following the announcement, shares fell by 2.6%. The company declared a quarterly dividend of $0.47 and holds a "Moderate Buy" average analyst rating with a target price of $86.33.
Earnings Flash (VOYA) Voya Financial, Inc. Reports Q4 Revenue $2.11B, vs. FactSet Est of $1.99B
Voya Financial, Inc. announced its Q4 revenue reached $2.11 billion, surpassing FactSet's estimated $1.99 billion. The company also declared a common stock dividend for Q1 2026, payable on March 27, 2026, and reported preliminary Assets Under Management (AuM) for its Investment Management segment as approximately $360 billion as of December 31, 2025. This news comes amidst other recent updates showing the company's financial activities and strategic initiatives.
Voya Financial’s (NYSE:VOYA) Q4 CY2025: Beats On Revenue
Voya Financial (NYSE:VOYA) reported stronger-than-expected revenue in Q4 CY2025, with sales increasing 11.3% year-on-year to $2.11 billion, surpassing analyst estimates. Despite beating revenue expectations, the company's non-GAAP profit of $1.94 per share missed consensus estimates by 6.6%, leading to a 3% drop in stock price immediately following the announcement. The company's long-term revenue growth rate of 7% over the past five years indicates consistently weak demand.
Voya Financial announces fourth-quarter and full-year 2025 results
Voya Financial (NYSE: VOYA) announced strong fourth-quarter and full-year 2025 financial results, with full-year net income of $613 million and adjusted operating earnings of $861 million. The company exceeded pre-tax earnings and cash generation targets, driven by growth in its Retirement and Investment Management segments, the acquisition of OneAmerica, and improved margins in Employee Benefits. Voya generated approximately $775 million in excess capital for the full year and returned capital to shareholders through share repurchases and dividends.
Voya Financial to present at the UBS Financial Services Conference
Voya Financial (NYSE: VOYA) announced that its CEO, Heather Lavallee, and CFO, Mike Katz, will participate in a fireside chat at the UBS Financial Services Conference on Monday, Feb. 9, 2026, at 8:50 a.m. ET. A live webcast and replay of the event will be available on the company's investor relations website. Voya Financial is a leading provider of retirement, employee benefits, and investment management services.
Voya Agrees to Class Status in 401(k) In-House Fund Challenge
Voya Financial Inc. has agreed to class-action status for a lawsuit alleging self-dealing in its employees' 401(k) plan, covering approximately 11,400 participants. The lawsuit, filed in the US District Court for the District of Connecticut, claims violations of the Employee Retirement Income Security Act. Plaintiffs challenge Voya's use of an affiliated entity for record-keeping services and the performance of certain Voya-affiliated funds within the plan.
Voya Financial Earnings: What To Look For From VOYA
Voya Financial (VOYA) is set to announce its earnings results, with analysts expecting a 5.9% year-on-year revenue growth to $2.01 billion and adjusted earnings of $2.08 per share. The company has a strong record of exceeding Wall Street's revenue expectations, beating estimates by an average of 15.9% over the past two years. Despite a general underperformance of custody bank stocks recently, Voya Financial's share price is currently $74.16, compared to an average analyst price target of $86.80.
Voya Financial declares $0.47 per share dividend for Q1 2026 By Investing.com
Voya Financial (NYSE:VOYA) announced a quarterly common stock dividend of $0.47 per share for Q1 2026, payable on March 27, 2026, to shareholders of record as of February 25, 2026. This marks 13 consecutive years of dividend payments and 7 consecutive years of dividend increases for the company. Additionally, the board declared semi-annual and quarterly dividends for its Series A and Series B preferred stocks, respectively, also payable on March 16, 2026.
Voya Financial, Inc. (NYSE:VOYA) Announces Quarterly Dividend of $0.47
Voya Financial, Inc. (NYSE:VOYA) has declared a quarterly dividend of $0.47 per share, payable on March 27th to shareholders of record on February 25th, representing an annualized dividend yield of 2.5%. The asset manager has consistently increased its dividend for six consecutive years, and analysts project its payout ratio to remain sustainable around 18.3% next year. Voya Financial's stock recently traded at $76.08, boasting a market capitalization of $7.24 billion and a strong price-to-earnings ratio of 13.07, while institutional investors hold a significant 96.10% stake in the company.
Voya to pay March dividends on common and two preferred stock series
Voya Financial, Inc. has declared a common stock dividend of $0.47 per share for Q1 2026, payable on March 27, 2026. Additionally, the company announced semi-annual dividends of $38.79 per share for its Series A preferred stock and quarterly dividends of $13.3750 per share for its Series B preferred stock, both payable on March 16, 2026. These declarations reflect Voya's commitment to returning value to its shareholders across its common and preferred stock offerings.
Voya Financial declares $0.47 per share dividend for Q1 2026 By Investing.com
Voya Financial has declared a quarterly common stock dividend of $0.47 per share for Q1 2026, payable on March 27, 2026, to shareholders of record as of February 25, 2026. The company also declared dividends for its Series A preferred stock and Series B preferred stock. This announcement follows strong Q3 2025 earnings, share repurchase plans for Q4 2025 and Q1 2026, and a new partnership with Boston Legacy FC.
Mitsubishi UFJ Trust & Banking Corp Buys 39,771 Shares of Voya Financial, Inc. $VOYA
Mitsubishi UFJ Trust & Banking Corp increased its stake in Voya Financial by 46.5% during the third quarter, acquiring 39,771 additional shares and bringing its total holdings to 125,218 shares valued at approximately $9.37 million. Other institutional investors also boosted their positions, contributing to Voya's high institutional ownership of 96.10%. Voya Financial recently surpassed quarterly EPS estimates and its stock holds a "Moderate Buy" consensus rating with a target price of $86.33.
