VOYA · Voya Financial, Inc.
$98.14
-2.03 (-2.02%)
At close · Aug 19
Market Cap
$9.07B
Shares
90.60M
Price & Indicators
20d MA
50d MA
200d MA
Earnings
Filing
Insider
Congress
Investor day
Close$100.16
Open$100.20
Day$99.53–101.25
52W close$65.51–101.52
Avg vol 30d998K
Short int2.7M · 2.9% float · 2.9d
Short vol40%
Last earningsAug 5, 2026
DataJan 2020–Aug 2026
Filing10-Q · Aug 6
Up next
Next earnings call
Nov 4, 2026
Est · unconfirmed
· in 11 wks
FQ3-26 quarter ends
~Sep 30, 2026
Est
filed Aug 6, 2026
AI Brief
TL;DR.
Bullish
Bearish
From the call
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceOverall
Buy
SellHoldBuy
Technical
Buy
Momentum
Very Strong
Sentiment
Bullish
Fundamentals
Strong
Quant / Vol
Moderate
Market backdrop
VIX 14.9 · calm
Equity put/call 0.64
Technical
price trend
50 / 200-day cross
No cross
Price vs 200-day avg
+26%
above
Price vs 50-day avg
+4%
above
RSI (14)
56
neutral
MACD trend
Negative
52-week position
96%
near high
Momentum
relative strength
1-month return
+2%
trailing
6-month return
+43%
trailing
YTD return
+34%
this year
Relative strength
+33%
vs S&P · 6-mo
Sentiment
smart money
Trend (MA cross)
No cross
50d $96 › 200d $80 — 50d above 200d
Institutional flow
Accumulating
+10% holders QoQ · +97 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
2.95% of float · ▼ -20.0% MoM · 2.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
510 holders — near 3-yr high, broad support
Squeeze score
49
elevated · 0–100
Fundamentals
Revenue growth
+2%
Y/Y
EPS growth
+2%
Y/Y
Free cash flow
$1.2B
Valuation
P/E 16.9
in line
Buyback
$263.0M
remaining
Balance sheet
$702.0M
net debt
Quant / Vol
risk profile
Volatility
26%
annualized · 1-yr
Max drawdown
−17%
past year
ATR
2.2%
of price · 14-day
Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Latest guidance
· from the Earnings Call filed Mar 31, 2024
full year
Capital returned to shareholders
at least $800M
Adjusted operating EPS
Non-GAAP
$8.25 – $8.45
the year
Capital generation
$800M
the entire year
Investment management returns / long-term average target
9%
this year
Capital returned to shareholders
$800M
Prior guidance
period ended
· from the Earnings Call filed Sep 30, 2025
Free cash flow
· full year
at least $700M
Guided vs delivered
· last 1 settled
EPS
2024
guided $8.25 – $8.45
$6.17
Miss −26.1%
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders Buy
50 / 200-day cross
No cross
Neutral
Price vs 200-day avg
+26%
Bullish
Price vs 50-day avg
+4%
Bullish
RSI (14)
56
Neutral
MACD trend
Negative
Bearish
52-week position
96%
Bullish
Market signals — smart money & positioning
Bullish · 3 of 6
Trend (MA cross)
No cross
50d $96 › 200d $80 — 50d above 200d
Institutional flow
Accumulating
+10% holders QoQ · +97 funds added
Insider flow
Flat
No net insider activity over 90 days
Short interest
Falling
2.95% of float · ▼ -20.0% MoM · 2.9 days cover
Volume signal
Normal
Volume near normal
Institution breadth
Multi-yr high
510 holders — near 3-yr high, broad support
Price context
position in its 52-week range
Range low $66
Now $100 · 96%
Range high $102
vs 200-day avg +26%
vs 50-day avg +4%
Illustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| % of Private and Alternative Assets / Total AUM | 26.9% | As of 6/30/2026 | — |
| Adjusted Capitalization excluding AOCI non-GAAP | $11.03B | As of 6/30/2026 | — |
| Adjusted operating earnings non-GAAP | $140M | Three Months Ended 6/30/2026 | — |
| Adjusted operating earnings before income taxes non-GAAP | $167M | Three Months Ended 6/30/2026 | — |
| Adjusted operating earnings per share non-GAAP | $1.51 | Three Months Ended 6/30/2026 | — |
| Adjusted operating earnings, excluding Corporate non-GAAP | $1.34B | Twelve Months Ended 6/30/2026 | — |
| Adjusted operating margin, excluding Corporate non-GAAP | 29.3% | Twelve Months Ended 6/30/2026 | — |
| Adjusted operating revenues non-GAAP | $1.88B | Three Months Ended 6/30/2026 | — |
| After-tax adjusted operating earnings non-GAAP | 140M | Q2 FY2026 | — |
| Annualized in-force premiums and fees | 3.6B | Q2 FY2026 | — |
| Assets under advisory | 63B | Q2 FY2026 | — |
| Assets Under Advisory Net Flows (AUA) | $956M | Q2 2026 | — |
| Assets under advisory net inflows excluding divested businesses non-GAAP | 1B | Q2 FY2026 | — |
| Assets under management | 377B | Q2 FY2026 | — |
| AUA - Assets Under Administration & Advisement | $560.6B | As of June 30, 2026 | — |
| Client Assets, end of period - Recordkeeping | $493.82B | 6/30/2026 | — |
| Client Assets, end of period - Total Defined Contribution | $791.52B | 6/30/2026 | — |
| Debt-to-Capital | 31% | As of 6/30/2026 | — |
| Employee Benefits Adjusted operating margin non-GAAP | 11% | Twelve Months Ended 6/30/2026 | — |
| Employee Benefits pre-tax adjusted operating earnings non-GAAP | 22M | Q2 FY2026 | — |
| End of period AUM - Institutional | $178.75B | Q2 2026 | — |
| End of period AUM - Retail | $162.34B | Q2 2026 | — |
| Excess capital non-GAAP | 150M | Q2 FY2026 | — |
| Financial Leverage excluding AOCI non-GAAP | 27.6% | As of 6/30/2026 | — |
| Group life Loss Ratio (interest adjusted) | 72.1% | Q2 2026 | — |
| Institutional AUM Organic Growth (Net Flows/Beginning of period AUM) | 0.9% | Q2 2026 | — |
| Institutional Net Flows | $6.26B | Twelve Months Ended 6/30/2026 | — |
| Investment Management Adjusted operating margin non-GAAP | 29% | Twelve Months Ended 6/30/2026 | +2.5% |
|
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| Investment Management net inflows excluding divested businesses non-GAAP | 1.2B | Q2 FY2026 | — |
|
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| Investment Management pre-tax adjusted operating earnings excluding noncontrolling interest non-GAAP | 57M | Q2 FY2026 | — |
| Net Flows excluding Net Flows from Divested Businesses | $6.31B | Twelve Months Ended 6/30/2026 | — |
| Remaining share repurchase authorization | 263M | Q2 FY2026 | — |
| Retail Net Flows | $46M | Twelve Months Ended 6/30/2026 | — |
| Retirement Adjusted operating margin non-GAAP | 37.9% | Twelve Months Ended 6/30/2026 | -4.8% |
|
|
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| Retirement pre-tax adjusted operating earnings non-GAAP | 190M | Q2 FY2026 | — |
| Share repurchases | 150M | Q2 FY2026 | — |
|
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| Total Annualized In-force Premiums and Fees by product line | $3.59B | As of 6/30/2026 | — |
| Total AUA Net Flows | -$229M | Twelve Months Ended 6/30/2026 | — |
| Total AUM | $377.21B | As of 6/30/2026 | — |
| Total AUM (Employee Benefits) | $1.89B | As of 6/30/2026 | — |
| Total AUM - Assets Under Management | $623.17B | As of June 30, 2026 | — |
| Total AUM and AUA | $1.18T | As of June 30, 2026 | — |
| Total AUM Net Flows | -$414M | Twelve Months Ended 6/30/2026 | — |
| Total client assets | 863B | Q2 FY2026 | — |
| Total Client Assets (AUM) | $377.21B | 6/30/2026 | — |
| Total External Clients Organic Growth (Net Flows excluding Divested Businesses / Beginning perio | 2% | Twelve Months Ended 6/30/2026 | — |
| Total net revenue non-GAAP | $4.58B | Twelve Months Ended 6/30/2026 | — |
| Total Private and Alternative Assets | $101.56B | As of 6/30/2026 | — |
| Total sales by product line (Employee Benefits) | $662M | Twelve Months Ended 6/30/2026 | — |
| Common stock dividends | $44M | first quarter 2026 | — |
| Excess capital position | $0.65B | as of Mar. 31, 2026 | — |
| Investment Management net inflows | $65M | three months ended Mar. 31, 2026 | — |
| Defined Contribution net inflows | $28B | full-year 2025 | — |
| Total annualized in-force premiums and fees | $3.65B | Twelve Months Ended 12/31/2025 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Financial Conglomerates — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
VOYA
this stock
Voya Financial, Inc.
|
$9.07B | +34.5% | +1.7% | 16.9 | 2.9% |
|
IX
Orix Corp
|
$43.59B | +33.9% | +1.5% | — | 0.1% |
|
FRHC
Freedom Holding Corp.
|
$10.15B | +30.8% | +9.3% | 65.8 | 1.7% |
|
HTH
Hilltop Holdings Inc.
|
$2.20B | +14.9% | +15.5% | 14.3 | 3.7% |
|
TMS
Teamshares Inc
|
$655.58M | -13.6% | — | — | 0.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionOwnership
Short & Settlement
Smart Money
Financials
Filings
Performance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VOYA | +2.0% | +1.9% | +43.4% | +0.7% | +34.5% |
| SPY | -0.4% | +2.6% | +10.7% | +2.7% | +12.5% |
| vs SPY | +2.4% | -0.6% | +32.7% | -2.0% | +21.9% |
Capital returns
Latest dividend
$0.47
/ share · ex May 26, 2026
Declared · upcoming
$0.47
/ share · ex Aug 26, 2026
Paid (TTM)
$1.86
/ share · 4 payouts
Dividend yield (TTM, derived)
1.86%
Buyback program
· as of Jun 30, 2026
Authorized
shares 1.35M
Spent (derived)
—
Remaining
$263.00M
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.
Key facts
CIK
1535929
CUSIP
929089100
13F (30d)
506 filings
460 filers
Visit website
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