Analyst
Jeffries
Equibles does not estimate personal net worth.
Sunit Kamath is recorded as Analyst at Jeffries. Sunit Kamath has spoken on 5 earnings calls across 5 companies, most recently for Voya Financial, Inc. on November 3, 2026. Those appearances were for Voya Financial, Inc. (VOYA), Reinsurance Group Of America Inc (RGA), Jackson Financial Inc. (JXN), CNO Financial Group, Inc. (CNO) and Corebridge Financial, Inc. (CRBG). The companies whose calls Sunit Kamath spoke on are classified in the Financial Services sector.
“I wanted to start with the severance actions. It seems like we've had like two of these charges now in each of the past two quarters. Feels like they've come as a surprise to us.”
“I wanted to start with capital deployment. I guess year-to-date, Tony, as you mentioned, it's about $500 million. I just wanted to sort of frame that relative to, I think, what you've said in the past of, you know, deploying about a billion and a half a year.”
“Just on the quarter's normalized earnings of $540 million, that's something like a 30% sequential increase. And I know markets were positive in the quarter, but that increase was much more than what we expected.”
“I wanted to start with the MedSup business. Paul, I think you talked about in your prepared remarks, some pricing plans. Can you flesh that out a little bit and give a sense of the timing of when you'd expect those premiums to sort of kick in?”
“The first question is on the SOFR sensitivity. I guess, how were you able to reduce that so significantly? I would imagine there's got to be some give up somewhere.”
Jeffries
Analyst
Transcript header (unverified)
VOYA
Financial Conglomerates · Financial Services
Insurance - Reinsurance · Financial Services
Insurance - Life · Financial Services
Insurance - Life · Financial Services
Asset Management · Financial Services
