Every 8-K that VOYA FINANCIAL, INC. (VOYA) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VOYA and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VOYA filings page.
Voya Financial reported second-quarter 2026 results showing lower earnings than a year earlier. Net income available to common shareholders was $90 million, or $0.97 per diluted share, versus $162 million, or $1.66, in second-quarter 2025. After-tax adjusted operating earnings were $140 million, or $1.51 per diluted share, down from $240 million, or $2.46. Total revenues were $1,896 million compared with $1,981 million. Management attributes the decline mainly to lower alternative investment income and about $40 million of severance expenses in Corporate, partly offset by continued strength in core businesses.
Retirement pre-tax adjusted operating earnings were $190 million, down from $235 million, but Retirement client assets grew to $863 billion from $757 billion and net revenue for the last twelve months rose 10%. Investment Management pre-tax adjusted operating earnings increased to $57 million from $51 million, with $1.2 billion of net inflows and assets under management rising to $377 billion. Employee Benefits earnings fell to $22 million from $69 million, though its twelve‑month adjusted operating margin improved to 11.0% from 3.7%. Capital deployment remained active: the company generated approximately $150 million of excess capital and returned roughly $200 million via an accelerated share repurchase and $42 million of common dividends, ending the quarter with about $200 million of excess capital and $263 million of remaining repurchase authorization.
Voya Financial, Inc. reports preliminary assets under management for its Investment Management segment of approximately $377 billion as of June 30, 2026, released ahead of its scheduled August 4, 2026 quarterly results.
The AUM mix includes $117 billion in equity assets, $156 billion in fixed income - public assets, $87 billion in fixed income - private assets, $15 billion in alternative assets and $3 billion in money market assets. By client type, AUM comprises $179 billion of Institutional external client assets, $162 billion of Retail external client assets and $36 billion of Company general account assets, all reported on a market value basis.
Voya Financial, Inc. is providing an early look at expected alternative investment and investment capital returns for the quarter ended June 30, 2026, ahead of its full earnings release scheduled for August 4, 2026.
For the second quarter of 2026, combined alternative investment and investment capital returns are estimated to be a pre-tax loss between $9 million and $19 million, before partial offsets from reduced variable and incentive compensation accruals. At the midpoint, this implies an annualized return of about -2.5%, while the annualized year-to-date return, using actual first-quarter results and the midpoint of the second-quarter estimate, is about +2.5%.
These estimates cover alternative investment income in the general account and investment capital returns in the Investment Management segment. The figures are preliminary, unaudited, subject to completion of normal closing procedures, and may change once full U.S. GAAP financial statements are prepared.
Voya Financial, Inc. reported the results of its annual meeting of stockholders held on May 21, 2026. Stockholders elected twelve directors, each to serve a one-year term ending at the 2027 annual meeting, with each nominee receiving a strong majority of votes cast.
Stockholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 83,000,209 votes in favor, 1,056,471 against, and 78,744 abstentions, plus 3,466,146 broker non-votes. In addition, they ratified the appointment of Ernst & Young LLP as independent registered public accounting firm for fiscal year 2026 by 84,780,259 votes for, 2,793,694 against, and 27,617 abstentions.
Voya Financial, Inc. reported stronger results for the three months ended March 31, 2026. Net income available to common shareholders was $165 million, or $1.75 per diluted share, up from $139 million or $1.42 a year earlier. After-tax adjusted operating earnings rose to $214 million, or $2.26 per diluted share, from $195 million or $2.00.
All segments contributed: Retirement delivered pre-tax adjusted operating earnings of $209 million, Investment Management $46 million, and Employee Benefits $63 million. Retirement client assets reached $780 billion, and Investment Management assets under management were $353 billion.
Voya generated about $200 million of excess capital in the quarter and returned $150 million via share repurchases plus $44 million in common dividends. Excess capital stood at roughly $0.65 billion as of March 31, 2026, while financial leverage excluding AOCI was 29.7%.
Voya Financial, Inc. furnished an update on the assets under management of its Investment Management segment ahead of its quarterly earnings release and financial supplement for the quarter ended March 31, 2026, which are scheduled for release on May 5, 2026.
As of March 31, 2026, preliminary AUM for the segment was approximately $353 billion, including $98 billion in equity assets, $152 billion in fixed income – public assets, $86 billion in fixed income – private assets, $15 billion in alternative assets, and $3 billion in money market assets. By client type, AUM included $170 billion of Institutional external client assets, $147 billion of Retail external client assets, and $37 billion of Company general account assets, all reported on a market value basis.
Voya Financial, Inc. provided an update on capital deployment and preliminary alternative investment income for the quarter ended March 31, 2026. Share repurchases of common stock totaled $150 million in the first quarter, and the company entered into an accelerated share repurchase agreement for an additional $150 million in the second quarter of 2026.
For the first quarter of 2026, combined alternative investment income is estimated at $35 million to $45 million pre-tax, with a mid-point implying an annualized return of about 7.5%. Management emphasized these figures are preliminary, unaudited, subject to change as closing procedures are completed, and should not be viewed as a substitute for full U.S. GAAP financial statements. Further updates are expected with the quarterly earnings materials scheduled for early May 2026.
Voya Financial completed a registered public offering of $400 million aggregate principal amount of 5.050% senior unsecured notes due 2036, fully and unconditionally guaranteed by wholly owned subsidiary Voya Holdings Inc. The notes pay interest semi-annually on March 2 and September 2, starting September 2, 2026.
The offering generated approximately $395.2 million of net proceeds after commissions and expenses. Voya intends to use the proceeds for general corporate purposes, which may include repaying the $447 million principal amount of its 3.65% senior notes maturing on June 15, 2026. The indenture includes limitations on liens, certain subsidiary stock disposals, and mergers or asset sales.
Voya Financial, Inc. reported its financial results for the three months and year ended December 31, 2025 and furnished related materials for investors.
The company provided a press release as Exhibit 99.1 and a detailed Quarterly Investor Supplement as Exhibit 99.2, both accessible via its investor relations website. Voya will host a conference call on February 4, 2026 at 10:00 a.m. ET, with an accompanying slide presentation also available online. The earnings materials and slides are furnished, not filed, under the securities laws.
Voya Financial, Inc. reports preliminary assets under management for its Investment Management segment of approximately $360 billion as of December 31, 2025. This total includes $103 billion in equity assets, $153 billion in fixed income - public assets, $86 billion in fixed income - private assets, $15 billion in alternative assets, and $3 billion in money market assets.
By client type, assets under management as of December 31, 2025 consisted of $172 billion of Institutional external client assets, $151 billion of Retail external client assets, and $37 billion of Company general account assets. The fourth quarter of 2025 also includes a client reclassification of approximately $11 billion from assets under management to AUA.
Voya Financial, Inc. is updating investors on capital deployment and investment income as it participates in the 2025 Goldman Sachs Financial Services Conference. The company expects to repurchase $100 million of its shares in the fourth quarter of 2025 and intends to enter into a new share repurchase plan to buy back an additional $150 million in the first quarter of 2026. Voya also estimates that combined alternative investment income for the fourth quarter of 2025 will be $42 million to $57 million pre-tax, with the midpoint of this range representing an annualized return of 9%. Management plans to provide further updates on these topics during its fourth quarter and full-year earnings call in February 2026.
Voya Financial (VOYA) furnished its third‑quarter 2025 results. The company reported financial results for the three and nine months ended September 30, 2025 via a press release furnished as Exhibit 99.1, with a Quarterly Investor Supplement furnished as Exhibit 99.2. A slide presentation supporting the discussion was also made available on the investor relations website.
Voya will host a conference call on November 5, 2025 at 10:00 a.m. ET to discuss the results, accessible through investors.voya.com. The materials are furnished, not filed, under Items 2.02 and 7.01 pursuant to General Instruction B.2.
Voya Financial (VOYA) furnished a Regulation FD update on Investment Management AUM. As of September 30, 2025, preliminary AUM was approximately $366 billion. By asset type, this included $107 billion in equity, $154 billion in fixed income – public, $86 billion in fixed income – private, $16 billion in alternatives, and $3 billion in money market assets.
AUM by client category included $173 billion of Institutional external client assets, $156 billion of Retail external client assets, and $37 billion of Company general account assets. External client assets are reported primarily at market value, while general account assets are reported on a statutory book value basis. The company scheduled its quarterly earnings release for November 4, 2025.
Voya Financial, Inc. is providing preliminary alternative investment income for Q3 2025 ahead of its full quarterly release on November 4, 2025. Management estimates combined alternative investment income of approximately $55 million to $65 million (pre-tax), before variable and incentive compensation, with the midpoint implying a quarterly return of 2.6% and an annualized return of 10.6%. The figure includes income from the general account and investment capital returns in the Investment Management segment. These results are preliminary, unaudited, and subject to completion of financial close and possible material adjustments; the independent auditor has not performed any procedures on these estimates. Management cautions that actual results could differ materially and that these preliminary numbers are not a substitute for final U.S. GAAP financial statements.