VOYA FINANCIAL, INC. VOYA

Zacks Investment Research 13 nov

Voya Financial (VOYA) has gained 44.5% over the past year, driven by strong Retirement business momentum, growing fee-based revenues, and improved Employee Benefits profitability. The company generated $225 million in excess capital in Q3 and expects over $800 million in 2026. However, competitive pressures and recent outflows of $5 billion in Investment Management assets pose risks. The stock is rated a Hold with a 4.7% upside potential.

GlobeNewswire Inc. 5 nov

Corporate Insight released research evaluating AI-powered tools across financial services, identifying leaders in virtual assistants, fintech platforms, and AI search retrieval. Fidelity and Voya Financial lead in retirement plan assistants, Lively excels in HSA virtual assistants, Charles Schwab and Robinhood lead in fintech customer service, and Fidelity, TruStage, and USAA top annuity AI content retrieval. The research highlights that leading tools complete tasks in-chat while median performers lag significantly behind.

Zacks Investment Research 5 nov

Voya Financial is expanding its Multiple Employer Solutions (MES) business by introducing new pooled employer plan (PEP) capabilities and enhanced recordkeeping services. MES assets have nearly doubled to $200 billion, while PEP assets surged over 70% year-over-year as of September 2026. The expansion aims to provide employers greater flexibility, though profitability depends on sustained adoption and asset growth.

Zacks Investment Research 2 nov

Voya Financial reported Q3 2026 revenue of $375 million, up 1.4% year-over-year, beating consensus estimates by 4.95%. EPS came in at $2.60 versus $2.45 in the prior year quarter, though slightly missing the $2.61 consensus estimate. The company showed mixed performance across key metrics, with strong net investment income but weakness in premiums and fee income relative to analyst expectations. Voya holds a Zacks Rank #3 (Hold) rating.

Zacks Investment Research 2 nov

Voya Financial reported Q3 2026 earnings of $2.60 per share, missing the consensus estimate of $2.61 per share, representing a -0.38% surprise. The company posted revenues of $375 million, beating expectations by 4.95%. Voya has outperformed the S&P 500 by 20.9% year-to-date but received a Zacks Rank #3 (Hold) rating, suggesting near-term performance in line with the market.