Inside the research
Voya Financial, Inc.
VOYA Research profile · latest available data
Price overview
$97.27
▲ +1.18 (+1.2%)
| 52w hi | $104.86 |
|---|---|
| 52w lo | $64.83 |
| Vol | 710.10K |
| As of | 25 Sep 2026 |
The Verdict
Our score +0.35
| Short | +0.58 |
|---|---|
| Medium | +0.36 |
| Long | -0.12 |
computed 2026-09-27
Key fundamentals
Voya Financial, Inc.
Financial Services · Financial Conglomerates
| Market cap | $8.81B |
|---|---|
| Enterprise value | $13.98B |
| Trailing P/E | 16.40x |
| Forward P/E | 8.56x |
| EV / EBITDA | 12.74x |
| P / S (ttm) | 1.08x |
| Profit margin | 7.4% |
| Return on equity | 9.6% |
| Revenue growth | -4.3% |
| Earnings growth | -41.6% |
| Debt / equity | 68.91 |
Layer Breakdown
| Layer | Raw | Contribution |
|---|---|---|
| Fundamental | +0.09 | |
| Sector | +0.02 | |
| Technical | +0.39 | |
| Earnings | +0.00 | |
| Sentiment | +0.00 |
macro × 1.00 · 2026-09-27
Business overview
Voya Financial, Inc. provides workplace benefits, and savings solutions and technologies in the United States and internationally. The company operates through three segments: Retirement, Investment Management and Employee Benefits. The Retirement segment offers full-service retirement products; recordkeeping services; stable value and fixed general account investment products; non-qualified plan administration services; and tools, guidance, and services to promote the financial well-being and retirement security of employees. This segment also provides wealth management services, such as individual retirement, managed, and brokerage accounts, as well as financial guidance and advisory services. This segment serves corporate, public and private school systems, higher education institutions, hospitals and healthcare facilities, other non-profit organizations, and state and local governments, as well as institutional clients and individual customers. The Employee Benefits segment offers various insurance products comprising stop loss, group life, group disability, whole and term life, critical illness, accident, and hospital indemnity insurance. This segment also provides worksite employee benefits, health account solutions, leave management, benefits administration, health plan enrollment, financial wellness, and decision support products and services to mid-size and large corporate employers and professional associations. The Investment Management segment provides fixed income, equity, multi-asset, and alternative products and solutions to individual investors, financial intermediaries, and institutional clients through its direct sales force, consultant channel, intermediary partners, banks, broker-dealers, and independent financial advisers. The company was formerly known as ING U.S., Inc. and changed its name to Voya Financial, Inc. in April 2014. Voya Financial, Inc. was founded in 1975 and is based in New York, New York.
Risk Metrics
| Beta vs SPX | 1.10 |
|---|---|
| Corr SPX | 0.57 |
| Annual vol | 31.0% |
| Annual ret | +16.7% |
| Sharpe | 0.54 |
| Max DD | -35.3% |
Window: 504 trading days (504 obs)
Material Events
| Date | Event | 8-K |
|---|---|---|
| 2026-08-04 | Earnings Release, Reg FD Disclosure… | read |
| 2026-07-21 | Reg FD Disclosure | read |
| 2026-07-08 | Reg FD Disclosure | read |
| 2026-05-21 | Shareholder Vote | read |
| 2026-05-05 | Earnings Release, Reg FD Disclosure… | read |
| 2026-04-21 | Reg FD Disclosure | read |
| 2026-04-08 | Reg FD Disclosure | read |
| 2026-03-02 | Material Agreement, Material Obligation… | read |
| 2026-02-03 | Earnings Release, Reg FD Disclosure… | read |
| 2026-01-23 | Reg FD Disclosure | read |
| 2025-12-09 | Reg FD Disclosure | read |
| 2025-11-04 | Earnings Release, Reg FD Disclosure… | read |
Insider Trades
| Date | Insider | Role | Action | Shares | Value |
|---|---|---|---|---|---|
| 2026-06-08 | Ogle Trevor | See Remarks | Sell | 3.99K | $359.46K |
| 2026-05-21 | TRIPODI JOSEPH V | Option exercise | 2.55K | — | |
| 2026-05-21 | Chwick Jane | Option exercise | 2.55K | — |
Flow & Concentration
| Insider 180d net | -$359.46K |
|---|---|
| Insider buys / sells | 0 / 1 |
| Insider bias | Neutral |
| 13F holders | 9 |
| Top-5 share | 93.7% |
| HHI | 3,004 (concentrated) |
Top Holders
| Holder | Value | Shares |
|---|---|---|
| State Street Corp | $290.41M | 3.21M |
| Fidelity / FMR LLC | $110.37M | 1.22M |
| AQR Capital Management | $58.84M | 649.99K |
| Millennium Management | $52.84M | 583.65K |
| Capital Research / Capital World | $43.09M | 475.93K |
| Citadel Advisors | $29.49M | 325.72K |
| Bridgewater Associates | $5.69M | 62.83K |
| Norges Bank (Norway sovereign) | $1.36M | 15.00K |
| T. Rowe Price Group | $616.97K | 6.82M |
As of 2026-06-30
Dividends
| Yield (TTM) | 0.97% |
|---|---|
| $ / share (TTM) | $0.94 |
| 5y CAGR | +24.8% |
Annual dividend per share
| 2021 | $0.70 |
|---|---|
| 2022 | $0.80 |
| 2023 | $1.20 |
| 2024 | $1.70 |
| 2025 | $1.82 |
| 2026 | $0.47 |
SEC Filings
The Long Run
FY 2013–2025 · 13 years
| Line | Latest | CAGR | Trend |
|---|---|---|---|
| Revenue | $1.94B | -4.5% | |
| Operating income | $916.00M | +44.2% | |
| Net income | $654.00M | +6.6% | |
| Cash from ops | $1.34B | -9.4% |
Indices
Recent Sessions
| Date | Open | High | Low | Close | Vol |
|---|---|---|---|---|---|
| Sep 25 | $96.54 | $97.42 | $95.64 | $97.27 | 710.10K |
| Sep 24 | $97.61 | $98.10 | $95.78 | $96.09 | 759.80K |
| Sep 23 | $97.67 | $99.14 | $97.20 | $97.37 | 798.80K |
| Sep 22 | $100.71 | $101.25 | $96.47 | $98.04 | 1.70M |
| Sep 21 | $102.08 | $102.10 | $99.98 | $100.53 | 1.12M |
Understand the score. Research layers are inputs to a model, and the available data has limits.
Read the methodology →