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VOYA · NYSE · Insurance - Life

Voya (VOYA)

Provides workplace retirement, employee benefits and institutional investment-management services.

$97.80
vs last close−0.24 (−0.24%)
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Voya Financial, Inc.VOYA
Financial sector

Provides retirement-plan services, employee benefits and investment management for workplace and institutional clients. Its three reportable segments reflect a portfolio simplified through legacy-insurance divestitures and expanded through the AllianzGI U.S., Benefitfocus and OneAmerica transactions.

Provides retirement-plan services, employee benefits and investment management for workplace and institutional clients. Retirement, Employee Benefits and Investment Management are its three reportable segments, following the divestiture of substantially all individual-life and legacy non-retirement-annuity businesses.

Capability additions have broadened those businesses: the AllianzGI U.S. transfer expanded the investment-management operation, Benefitfocus added benefits-administration technology, and OneAmerica's retirement-plan business added plan scale. The company traces to ING's U.S. operations, began NYSE trading under VOYA in 2013 and rebranded as Voya Financial in 2014.

The business remains shaped by its workplace and institutional focus, rather than the legacy insurance blocks it exited.

Company facts

CEOHeather H. Lavallee
ListedMay 2, 2013
ExchangeNYSE
HeadquartersNew York, NY
CountryUnited States
Employees11,000
CIK0001535929
ISINUS9290891004

Market cap$8.89B
EPS (ttm)$5.91
P/E (ttm)16.59
ROE12.6%
P/B1.90
P/S2.36
Dividend yieldDiv yield1.92%
Beta0.68vs XLF 1.10

Price target$105.00+7.1%Average of 27 analysts
ConsensusBuy17 of 27 analysts
Ratings

Target rangeAs of Sep 22, 2026

Latest analyst notes

DateFirmActionPriorCurrent
Aug 24, 2026Morgan StanleyReiterate
Rating: —Target: $92
Rating: OverweightTarget: $105
Aug 19, 2026Wells FargoReiterate
Rating: —Target: $89
Rating: Equal WeightTarget: $104
Aug 7, 2026Evercore ISIReiterate
Rating: —Target: $88
Rating: OutperformTarget: $111
Jul 23, 2026RBC CapitalReiterate
Rating: —Target: $100
Rating: OutperformTarget: $107
Jul 15, 2026Atlantic EquitiesTarget
Target: —
Target: $79

Next report
Nov 3, 26
in 41 days
EPS estimate
$2.56
Revenue estimate
$1.97B
Fiscal quarter
Q3 FY26

EPSReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.50$2.15$2.40$2.45$1.94$2.26$1.51Pending
Estimate$2.15$1.59$2.09$2.27$2.11$2.02$1.98$2.56
Surprise−30.2%+35.2%+14.8%+7.9%−8.1%+11.9%−23.7%—

RevenueReportedEstimate

Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26Nov '26
Reported$1.97B$1.97B$1.84B$2.13B$2.11B$2.03B$1.90BPending
Estimate$1.89B$1.93B$1.94B$1.99B$1.99B$1.98B$1.90B$1.97B
Surprise+4.3%+1.9%−5.3%+7.1%+6.1%+2.7%−0.1%—
Estimate$2.56
ReportedDue Nov 3, 2026
Estimate$1.97B
ReportedDue Nov 3, 2026
View details

Debt to equity84.20%
Current ratio692.80%

ProfitabilityRevenueNet incomeNet margin

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Revenue$1.96B$2.01B$0$0$0$0$1.87B$1.90B
Net income$114.0M$97.0M$156.0M$166.0M$192.0M$140.0M$182.0M$94.0M
Net margin5.8%4.8%————9.7%5.0%

GrowthOperating income

Q3 FY24Q4 FY24Q1 FY25Q2 FY25Q3 FY25Q4 FY25Q1 FY26Q2 FY26
Operating income$116.0M$120.0M$173.0M$188.0M$307.0M$169.0M$230.0M$34.0M
YoY growth−32.6%+17.6%−39.7%−31.9%+164.7%+40.8%+32.9%−81.9%

Balance sheet, Jun 30, 2026Cash & short-term investments $1.09B · Total debt $3.94B · Total assets $182.95B · Shareholders' equity $4.69B

Revenue
$1.90B
Operating income
$34.0M
Net income
$94.0M
View details

Dividend yield
1.92%
Next ex-date
Nov 26, 26
estimated · in 64 days
Annual dividend
$1.88
per share
Schedule
Quarterly
4 payments a year

HistoryDividendAnnual yield

Nov '24Feb '25May '25Aug '25Nov '25Feb '26May '26Aug '26
Dividend$0.45$0.45$0.45$0.45$0.47$0.47$0.47$0.47
Annual yield2.06%2.48%2.68%2.37%2.58%2.63%2.26%1.85%
Ex-dateNov 26Feb 25May 27Aug 26Nov 26Feb 25May 26Aug 26
Payment dateDec 26Mar 27Jun 26Sep 26Dec 29Mar 27Jun 26Sep 28
View details

Institutions≈ 105.16%95.27M shares
537 holders · as of Jun 30, 2026 · largest filers plus last quarter's tail
Insiders0.35%321.4K shares
16 holders · as of Aug 28, 2026
Adds to105.51%

90.60M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing

This quarter's institutional total failed a plausibility check; shown: the largest filers plus last quarter's remainder.

These groups come from separate filings that can overlap, so they add to 105.51%; nothing is left for Other.

Top shareholders13F · 13D/G · Form 4

HolderStakeSharesDate
BlackRock, Inc.Institution
10.37%9.39Mas of Jun 30, 2026
Price T Rowe Associates Inc /MD/Institution
7.52%6.82Mas of Jun 30, 2026
Bank of New York Mellon CorpInstitution
6.34%5.75Mas of Jun 30, 2026
Vanguard Portfolio Management LLCInstitution
5.42%4.91Mas of Jun 30, 2026
Vanguard Capital Management LLCInstitution
4.52%4.09Mas of Jun 30, 2026

Insider tradesForm 4

DateInsiderRoleSharesAvg price
Aug 21, 2026Santhosh Keshavanofficer: See Remarks−35,587$98.07
Jun 8, 2026Trevor Ogleofficer: See Remarks−3,994$90.00
Mar 2, 2026Trevor Ogleofficer: See Remarks−1,689$65.00
Feb 20, 2026Trevor Ogleofficer: See Remarks−8,536$73.81
Feb 20, 2026Tony D. Ohofficer: See Remarks−3,515$73.78
View details

  • MetLife

    Overlap in group life, disability, leave and supplemental benefits

  • Equitable

    Direct rival for K–12 education retirement plans

  • Prudential Financial

    Overlap in employer group life, disability and leave benefits

  • Corebridge Financial

    Direct rival for K–12 education retirement plans

Compare

CompanyPriceChange
Voya$97.80−0.24%$8.89B16.69.22.4+3.2%
MetLife$96.82+0.94%$61.72B18.49.20.8+10.0%
Equitable$52.70+0.95%$14.25B—6.51.3−29.8%
Prudential Financial$118.26+0.51%$40.83B10.68.40.6+2.8%
Corebridge Financial$34.10+0.75%$15.08B19.86.61.6+482.9%
Median18.47.51.1+6.4%