Equity market performance driving fee-based AUM growth and management fee revenue (60-70% of assets have equity exposure)
Net flows in Wealth Solutions, particularly large plan wins or losses in the $100M+ segment
Capital deployment announcements including share repurchase authorizations (company targets 50-60% of free cash flow for buybacks)
Investment Management performance fees and institutional mandate wins/losses
moderate - Revenue is highly correlated with equity market performance through AUM-based fees, but recurring nature of retirement contributions provides stability. Economic downturns reduce corporate 401(k) contributions and may trigger participant withdrawals, while strong employment growth drives workplace plan adoption and contribution rates. Approximately 40% of revenue is relatively stable (insurance premiums, fixed fee arrangements), while 60% fluctuates with markets and flows.
Rising rates have mixed effects: (1) Positive for spread-based businesses including fixed annuities and general account investments, improving net investment income by 15-25 bps per 100 bps rate increase; (2) Negative for bond-heavy AUM through mark-to-market declines, though partially offset by higher yields attracting fixed income flows; (3) Higher discount rates compress equity valuations, reducing P/B multiples for asset managers. Net effect is modestly positive in rising rate environments given investment portfolio duration of 4-6 years.
Secular shift toward passive investing and low-cost index funds compressing asset management fees (active management represents 60-70% of Investment Management AUM)
Department of Labor fiduciary regulations and fee transparency requirements pressuring retirement plan pricing and potentially disintermediating recordkeepers
Technology disruption from fintech competitors offering direct-to-consumer retirement solutions at lower costs
value - Stock trades at 1.5x book value versus historical average of 1.8-2.0x, attracting value investors focused on capital return (4-6% buyback yield) and improving ROE. Also appeals to income-focused investors given 1.5-2% dividend yield. Limited growth investor interest given mature market position and modest organic growth expectations (3-5% annually).
Trend
+16.1% vs SMA 50 · +13.3% vs SMA 200
Momentum
Accumulation pattern present — more buying days than selling over the past 20 sessions. Volume conditions support gradual price improvement.
Based on volume distribution analysis. Direct short interest data (short float %, days to cover) is not available in current data sources.
Analyst consensus estimates · Actuals replace estimates as reported
| Year | Revenue Est. | Rev Gth | EPS Est. | EPS Gth | Range | Analysts |
|---|---|---|---|---|---|---|
FY2024 | $7.5B $7.3B–$7.5B | — | $6.63 | — | ±7% | High9 |
FY2025 | $7.7B $7.5B–$7.8B | ▲ +3.2% | $9.00 | ▲ +35.8% | ±1% | High7 |
FY2026(current) | $8.0B $7.7B–$8.3B | ▲ +4.1% | $9.56 | ▲ +6.2% | ±5% | High8 |
Dividend per payment — last 8 periods
New York, New York--(Newsfile Corp. - May 2, 2026) - WHY: Rosen Law Firm, a global investor rights l…
voya financial, inc. (nyse: voya) is a premier retirement, investment and insurance company serving the financial needs of approximately 13 million individual and institutional customers in the united states. our vision is to be america’s retirement companytm, helping to guide americans on their journey to greater retirement readiness. with a dedicated workforce of approximately 6,500 employees, voya is grounded in a clear mission to make a secure financial future possible — one person, one family, one institution at a time. for more information, visit http://voya.com.
| Symbol | Price | Day % | Mkt Cap↓ | P/E | Rev Grw | Margin | ELO |
|---|---|---|---|---|---|---|---|
VOYA◀ | $82.60 | +0.78% | $7.7B | 12.1 | -688.2% | 872.5% | 1500 |
| $397.67 | +0.41% | $2.1T | 28.7 | +3296.8% | 4510.0% | 1500 | |
| $91.95 | +0.10% | $318.6B | 14.1 | +318.8% | 1510.7% | 1500 | |
| $131.46 | -0.32% | $305.1B | 22.6 | +586.3% | 1305.9% | 1500 | |
| $184.74 | -1.40% | $286.4B | 27.2 | +862.9% | 1745.9% | 1500 | |
| $146.57 | -0.87% | $279.7B | 21.0 | +597.3% | 2564.4% | 1500 | |
| $88.98 | -1.86% | $251.9B | 14.3 | -591.0% | 668.4% | 1500 | |
| Sector avg | — | -0.45% | — | 20.0 | +626.1% | 1882.5% | 1500 |