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
Vol710.10K
As of25 Sep 2026

The Verdict

Hold

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/E16.40x
Forward P/E8.56x
EV / EBITDA12.74x
P / S (ttm)1.08x
Profit margin7.4%
Return on equity9.6%
Revenue growth-4.3%
Earnings growth-41.6%
Debt / equity68.91

Layer Breakdown

LayerRawContribution
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.

United States · www.voya.com

Risk Metrics

Beta vs SPX1.10
Corr SPX0.57
Annual vol31.0%
Annual ret+16.7%
Sharpe0.54
Max DD-35.3%

Window: 504 trading days (504 obs)

Material Events

DateEvent8-K
2026-08-04Earnings Release, Reg FD Disclosure…read
2026-07-21Reg FD Disclosureread
2026-07-08Reg FD Disclosureread
2026-05-21Shareholder Voteread
2026-05-05Earnings Release, Reg FD Disclosure…read
2026-04-21Reg FD Disclosureread
2026-04-08Reg FD Disclosureread
2026-03-02Material Agreement, Material Obligation…read
2026-02-03Earnings Release, Reg FD Disclosure…read
2026-01-23Reg FD Disclosureread
2025-12-09Reg FD Disclosureread
2025-11-04Earnings Release, Reg FD Disclosure…read

Insider Trades

DateInsiderRoleActionSharesValue
2026-06-08Ogle TrevorSee RemarksSell3.99K$359.46K
2026-05-21TRIPODI JOSEPH VOption exercise2.55K—
2026-05-21Chwick JaneOption exercise2.55K—

Flow & Concentration

Insider 180d net-$359.46K
Insider buys / sells0 / 1
Insider biasNeutral
13F holders9
Top-5 share93.7%
HHI3,004 (concentrated)

Top Holders

HolderValueShares
State Street Corp$290.41M3.21M
Fidelity / FMR LLC$110.37M1.22M
AQR Capital Management$58.84M649.99K
Millennium Management$52.84M583.65K
Capital Research / Capital World$43.09M475.93K
Citadel Advisors$29.49M325.72K
Bridgewater Associates$5.69M62.83K
Norges Bank (Norway sovereign)$1.36M15.00K
T. Rowe Price Group$616.97K6.82M

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

DateFormDoc
2026-08-0610-Qview
2026-08-048-Kview
2026-07-218-Kview
2026-07-088-Kview
2026-07-014view
2026-06-2411-Kview
2026-06-2411-Kview
2026-06-104view
2026-05-264view
2026-05-264view
2026-05-264view
2026-05-264view
2026-05-264view
2026-05-264view
2026-05-264view

The Long Run

FY 2013–2025 · 13 years

LineLatestCAGRTrend
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

S&P MidCap 400

Recent Sessions

DateOpenHighLowCloseVol
Sep 25$96.54$97.42$95.64$97.27710.10K
Sep 24$97.61$98.10$95.78$96.09759.80K
Sep 23$97.67$99.14$97.20$97.37798.80K
Sep 22$100.71$101.25$96.47$98.041.70M
Sep 21$102.08$102.10$99.98$100.531.12M

Understand the score. Research layers are inputs to a model, and the available data has limits.

Read the methodology →