Company Analysis

Voya Financial, Inc. (VOYA)

NYSE: VOYA · Life Insurance · New York, NY · filing with the SEC since 2012
Grade5.0
◀ Past 5.1● Present 5.3▶ Future 4.5
The companyfiscal 2025, as filed
Revenue$8.19B+1.7%
Net income$654M-1.9%
Earnings per share$6.29+1.9%
Operating cash flow$1.29B-4.2%
Cash$1.35B-11.0%
Debt$2.10B-15.9%
Shareholders’ equity$6.82B+17.8%
Shares, diluted97.4M-3.9%
Return on equity9.6%
The recordfrom its filings
Filings in 2026107
Newest filingNov 12 · 13F-NT
Annual reportFeb 20, 2026
Quarterly reportNov 4, 2026
Next report due10-K by Mar 1
Insider sales, 12 months$6.6M
Insider buys, 12 months$0.00
Patents granted10
Filer categoryLarge accelerated filer
Trailing twelve months to Sep 2026Revenue $8.06BNet income $625MCash from operations $1.67Bthe four newest filed quarters added
Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.
Revenue and net income by fiscal yearRevenueNet income
16171819202122232425
As filed, in USD. Nothing here is a forecast.

The company now

Voya Financial reported third-quarter 2026 net income available to common shareholders of $193 million, or $2.09 per diluted share, on November 2, 2026 12.

Adjusted operating earnings, the company's own measure that leaves out exited businesses and swings in markets, were $240 million, or $2.60 per diluted share, against $239 million in the third quarter of 2025 2.

The company said the result included $25 million of pre-tax severance expense, and that a lower share count from repurchases lifted per-share earnings 2.

The board authorized a 21% increase in the quarterly common dividend to $0.57 per share, starting in the fourth quarter of 2026, and added $500 million to the share repurchase authorization 2.

The results came while a shareholder, TOMS Capital Investment Management, is soliciting votes for a non-binding No Confidence Referendum on the board and management, scheduled for November 24, 2026 6.

That group says the board has been unwilling to open a formal review of strategic alternatives, including a sale of the company 6. The referendum is not sanctioned by the company and binds no one 6.

On October 6, 2026, the company said its third-quarter alternative investment income, returns on private holdings, was estimated at approximately $40 million to $50 million before tax 4.

As of Nov 4, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.

News

Nov 4, 2026 · SEC EDGAR · Form 10-Q
Quarterly report
Open the filing on sec.gov
Nov 2, 2026 · SEC EDGAR · Form 8-K
Results released
Open the filing on sec.gov
Oct 28, 2026 · SEC EDGAR · Form 4
Insider trade report
Open the filing on sec.gov
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SI Assistanton VOYA · research, not advice