VOYA · Voya Financial, Inc.
Price & Indicators
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AI Brief
TL;DR.
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 adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders BuyIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from its earnings releases, calls, and filings| Metric | Latest | Period | YoY |
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| Share repurchases | $0M | FY2025 Q1 | -100.0% |
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| Annualized in-force premiums and fees | $3.6B | First-Quarter 2026 | — |
| Assets under management | 353B | as of Mar. 31, 2026 | -1.9% |
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| Common stock dividends | $44M | first quarter 2026 | — |
| Employee Benefits adjusted operating margin non-GAAP | 14.7% | TTM ended Mar. 31, 2026 | — |
| Employee Benefits pre-tax adjusted operating earnings non-GAAP | $63M | First-Quarter 2026 | — |
| Excess capital non-GAAP | $200M | First-Quarter 2026 | — |
| Excess capital position | $0.65B | as of Mar. 31, 2026 | — |
| Investment Management adjusted operating margin non-GAAP | 28.6% | TTM ended Mar. 31, 2026 | +1.1% |
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| Investment Management net inflows | $65M | three months ended Mar. 31, 2026 | — |
| Investment Management pre-tax adjusted operating earnings excluding noncontrolling interest non-GAAP | $46M | First-Quarter 2026 | — |
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| Remaining share repurchase authorization | $413M | as of Mar. 31, 2026 | — |
| Retirement adjusted operating margin non-GAAP | 39.4% | TTM ended Mar. 31, 2026 | -1.0% |
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| Retirement pre-tax adjusted operating earnings non-GAAP | $209M | First-Quarter 2026 | — |
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| Total client assets | 780B | as of Mar. 31, 2026 | -2.1% |
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| Investment Management net revenues growth | 4.9% | year ended Dec. 31, 2025 | — |
| Retirement net revenues growth | 17.1% | year ended Dec. 31, 2025 | — |
Figures exactly as the company stated them · click a metric with a to chart its history · period links open the stating document · "call" marks figures stated on the earnings call, "filing" figures stated in the 10-K/10-Q · YoY needs the prior-year figure on file
Versus peers
Financial Conglomerates — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
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VOYA
this stock
Voya Financial, Inc.
|
$8.94B | +33.3% | +1.7% | 14.9 | 3.7% |
|
IX
Orix Corp
|
$44.03B | +38.0% | +1.5% | — | 0.1% |
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FRHC
Freedom Holding Corp.
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$9.26B | +27.0% | +9.3% | 60.2 | 1.8% |
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HTH
Hilltop Holdings Inc.
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$2.24B | +12.4% | +15.5% | 14.5 | 3.7% |
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TREE
LendingTree, Inc.
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$544.17M | -26.5% | -31.7% | 3.0 | 12.4% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| VOYA | -1.1% | +10.2% | +29.5% | +8.9% | +33.3% |
| SPY | -1.7% | +0.7% | +6.4% | -1.2% | +8.3% |
| vs SPY | +0.5% | +9.5% | +23.1% | +10.1% | +25.0% |
Capital returns
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.