A provider of workplace retirement plans, investment management, and employee benefits, Voya helps employers and their workers save and protect what matters—running millions of 401(k)-style plans, stop-loss medical insurance, and group life and disability coverage. Born as the U.S. arm of Dutch giant ING Group, the company went its own way in 2013 and later took the abstract name "Voya," coined from the word "voyage" to suggest the ongoing journey of building financial security. It also owns Benefitfocus, an open-architecture platform that handles benefits administration for millions of employees.
Voya Financial reports Q2 2026 net income of $90M, adjusted operating earnings of $140M
Second-quarter 2026 net income available to common shareholders was $90 million, or $0.97 per diluted share, down from $162 million, or $1.66 per diluted share, in Q2 2025.
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After-tax adjusted operating earnings were $140 million, or $1.51 per diluted share, compared with $240 million, or $2.46 per diluted share, in the prior-year period.
Results included approximately $40 million of pre-tax severance expenses and a $15 million pre-tax loss from alternative investments; severance actions are expected to be fully offset by expense savings within the next two quarters.
Excess capital generation was approximately $150 million, with capital returns of approximately $200 million through dividends and share repurchases.
The company completed the integration of OneAmerica and surpassed 10 million Retirement participant accounts during the quarter.
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Voya discloses preliminary Q2 2026 IM segment AUM of ~$377 billion
The AUM breakdown by asset type includes $117 billion equity, $156 billion fixed income - public, $87 billion fixed income - private, $15 billion alternatives, and $3 billion money market.
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Voya Financial, Inc. reported preliminary assets under management (AUM) of approximately $377 billion for its Investment Management segment as of June 30, 2026.
Client assets consist of $179 billion Institutional external, $162 billion Retail external, and $36 billion Company general account assets, all on a market value basis.
The disclosure was made under Item 7.01 Regulation FD ahead of the quarterly earnings release and financial supplement scheduled for August 4, 2026.
The information is furnished and not deemed filed for SEC purposes per General Instruction B.2 of Form 8-K.
Voya estimates Q2 2026 alternative investment pre-tax loss of $9M-$19M
The midpoint of the estimated range represents an annualized return of approximately -2.5%.
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Voya Financial, Inc. disclosed preliminary Q2 2026 alternative investment and investment capital returns estimated at a pre-tax loss of $9 million to $19 million.
Annualized year-to-date return, using actual Q1 results and Q2 midpoint, is approximately +2.5%.
The figures include alternative investment income in the general account and investment capital returns in the Investment Management segment.
The disclosure was made under Item 7.01 Regulation FD Disclosure ahead of the Q2 earnings release scheduled for August 4, 2026.
Voya Financial stockholders elect 12 directors and approve executive compensation and auditor ratification at 2026 annual meeting.
Stockholders elected twelve directors, each to serve a one-year term expiring at the 2027 annual meeting.
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Voya Financial, Inc. held its Annual Meeting of Stockholders on May 21, 2026.
All director nominees received a majority of votes cast, with vote counts ranging from approximately 82.35 million to 83.91 million 'for' votes.
Stockholders approved, on an advisory basis, the compensation of named executive officers, with 83,000,209 votes for and 1,056,471 against.
Stockholders ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026, with 84,780,259 votes for and 2,793,694 against.
5.07 Submission of Matters to a Vote of Security Holders
Voya Financial reports Q1 2026 net income of $165M, up 23% YoY
First-quarter 2026 net income available to common shareholders was $165 million, or $1.75 per diluted share, up 23% from $139 million, or $1.42 per diluted share, in Q1 2025.
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After-tax adjusted operating earnings were $214 million, or $2.26 per diluted share, up 13% from $195 million, or $2.00 per diluted share, in the prior-year period.
Retirement segment pre-tax adjusted operating earnings were $209 million, up from $207 million; Investment Management earnings were $46 million, up from $41 million; Employee Benefits earnings were $63 million, up from $46 million.
The company generated approximately $200 million of excess capital in Q1 2026 and returned $150 million via share repurchases and $44 million via common dividends.
As of March 31, 2026, excess capital was approximately $0.65 billion, and remaining share repurchase authorization was $413 million.
A conference call to discuss results is scheduled for May 6, 2026 at 10:00 a.m. ET.
2.02 Results of Operations and Financial Condition · 7.01 Regulation FD Disclosure · 9.01 Financial Statements and Exhibits
Voya discloses preliminary Q1 2026 IM segment AUM of ~$353 billion
The AUM breakdown by asset type includes $98 billion equity, $152 billion fixed income - public, $86 billion fixed income - private, $15 billion alternatives, and $3 billion money market.
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Voya Financial, Inc. reported preliminary assets under management (AUM) of approximately $353 billion for its Investment Management segment as of March 31, 2026.
Client assets consist of $170 billion Institutional external, $147 billion Retail external, and $37 billion Company general account, all on a market value basis.
The disclosure was made under Item 7.01 Regulation FD Disclosure ahead of the quarterly earnings release and financial supplement scheduled for May 5, 2026.
The information is furnished and not deemed 'filed' for SEC purposes per General Instruction B.2 of Form 8-K.
Voya discloses Q1 2026 alternative investment income estimate and $150M ASR agreement
Voya Financial repurchased $150 million of its common stock in Q1 2026 and entered into an accelerated share repurchase agreement for an additional $150 million in Q2 2026.
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The company estimates combined alternative investment income for Q1 2026 at approximately $35 million to $45 million pre-tax, before variable and incentive compensation.
The midpoint of the alternative investment income range represents an annualized return of about 7.5%.
The estimate includes alternative investment income from the general account and investment capital returns in the Investment Management segment.
The company will provide further updates on its Q1 earnings call scheduled for May 6, 2026.
Voya Financial completes $400M offering of 5.050% Senior Notes due 2036
The Notes are senior unsecured obligations fully and unconditionally guaranteed by Voya Holdings Inc., a wholly-owned subsidiary.
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On March 2, 2026, Voya Financial, Inc. completed a registered public offering of $400 million aggregate principal amount of 5.050% Senior Notes due 2036.
Net proceeds were approximately $395.2 million after commissions and estimated expenses.
Proceeds are intended for general corporate purposes, which may include repayment at maturity of the $447 million outstanding 3.65% Senior Notes due June 15, 2026.
The Notes mature on March 2, 2036, with interest payable semi-annually on March 2 and September 2, beginning September 2, 2026.
1.01 Entry into a Material Definitive Agreement · 2.03 Creation of a Direct Financial Obligation or an Obligation under an Off-Balance Sheet Arrangement · 9.01 Financial Statements and Exhibits