Highest-materiality recent filing
Voya stockholders elect 12 directors, approve say-on-pay and auditor ratification
All 12 director nominees elected with 82.3M to 83.9M votes for each; broker non-votes ~3.5M.
Voya Q1 2026 adjusted EPS $2.26, up 13% YoY; returns $200M capital
Net income $165M ($1.75 diluted EPS); after-tax adj. operating earnings $214M ($2.26 diluted EPS), up 13% YoY.
Voya IM reports preliminary AUM of $353B as of March 31, 2026
Preliminary AUM of $353B; breakdown: $98B equity, $152B fixed income public, $86B fixed income private, $15B alternative, $3B money market.
Voya estimates Q1 alt income $35-45M pre-tax; repurchased $150M in shares
Share repurchases in Q1 2026 totaled $150 million.
Voya issues $400M of 5.050% Senior Notes due 2036; net proceeds ~$395M
Closed public offering of $400M aggregate principal of 5.050% Senior Notes due March 2, 2036.
Voya Financial reports FY2025 adjusted EPS of $8.85, up >20% YoY; generated $775M excess capital
Full-year 2025 net income $613M ($6.29 diluted EPS); Q4 net income $136M ($1.41 diluted EPS).
Voya IM segment preliminary AUM $360B as of Dec 31, 2025; $11B reclassified to AUA
IM segment preliminary AUM ~$360B as of Dec 31, 2025.
Voya plans $150M share repurchase in Q1 2026; Q4 alternative investment income $42M-$57M
Q4 2025 share repurchases will be $100 million.
Voya Q3 adjusted operating EPS $2.45, up ~30% YoY; dividend raised 4% to $0.47
Net income available to common $176M ($1.80 diluted); adj. operating earnings $239M ($2.45 diluted).
Voya IM segment preliminary AUM ~$366B as of Sept 30, 2025
AUM by asset type: equity $107B, fixed-income public $154B, private $86B, alternatives $16B, money market $3B.
Voya pre-announces Q3 2025 alternative investment income of $55M-$65M pre-tax
Q3 2025 alternative investment income estimated at $55M-$65M pre-tax before variable and incentive compensation.
Voya Q2 net income $162M ($1.66 EPS); adj. operating earnings $240M ($2.46 EPS)
Net income $162M ($1.66 diluted EPS); after-tax adj. operating earnings $240M ($2.46 diluted EPS).
Voya IM segment preliminary AUM ~$360B as of June 30, 2025
Preliminary AUM of $360B across equity ($106B), fixed income public ($148B), fixed income private ($85B), alternatives ($17B), money market ($3B).
Voya preliminary Q2 alt investment income $45-55M pre-tax, near long-term expectations
Alternative investment income for Q2 2025 estimated at $45M-$55M pre-tax, approximately $5M below to $5M above long-term expectations (9% annual return).
All 12 director nominees elected with majority support; Joseph Tripodi received 83.9M votes for, 4.4M against.
Voya secures $600M contingent liquidity via P-Caps at 6.012% due 2035
Peachtree Corners Funding Trust II issued $600M of Pre-Capitalized Trust Securities (P-Caps) redeemable May 15, 2035, paying 6.012% semi-annual distributions.
Voya Q1 adjusted EPS $2.00, up 13% YoY; net income $139M
Net income available to common: $139M ($1.42 diluted EPS); after-tax adjusted operating earnings $195M ($2.00/sh).
Voya IM reports $345B AUM as of Mar 31, 2025; earnings release due May 6
IM segment AUM: $345B as of March 31, 2025; full Q1 earnings release scheduled for May 6, 2025.
Voya prelim Q1 alt investment income $24M-$34M pre-tax, $15M-$25M below expectations
Alternative investment income estimated at $24M-$34M pre-tax for Q1 2025, $15M-$25M below long-term expectations.
Voya Q4 2024 EPS $0.94 GAAP, $1.40 adjusted; returns $800M; completes OneAmerica deal
Q4 net income $93M ($0.94/share); after-tax adjusted operating earnings $138M ($1.40/share).
Voya IM segment AUM reaches $339B as of Dec 31, 2024 ahead of Q4 earnings
AUM of $339B split: $98B equity, $143B public fixed income, $79B private fixed income, $16B alternatives, $3B money market.
Voya pre-announces Q4 2024 alt income of $40M-$48M, $8M-$16M below long-term expectations
Q4 2024 alternative investment income and prepayment fees estimated at $40M-$48M pre-tax.
Voya amends CFO succession; Templin to advise through Feb 2025, Katz gets new comp
Don Templin to serve as strategic advisor Jan 1–Feb 28, 2025, with annualized base salary of $300,000.
Voya Stop Loss loss ratio worsens to 90-105%; Workplace Solutions CEO Grubka to depart
Stop Loss loss ratio for Jan 2024 policy year now expected 90-105% (up from 86% at Sep 30), driven by higher claim frequency, notably cancer diagnoses in younger ages.
Net income available to common shareholders $98M ($0.98 diluted EPS); after-tax adj. operating earnings $190M ($1.90 diluted EPS).
Voya Investment Management AUM reaches $341B as of Q3 2024; earnings due Nov 4
IM segment AUM of $341B as of Sept 30, 2024, disclosed ahead of Q3 earnings release scheduled for Nov 4.
Voya Q3 alt investment income & prepay fees $22M-$32M, $24M-$34M below long-term expectations
Alternative investment income and prepayment fees estimated at $22M-$32M pre-tax for Q3 2024.
Voya issues $400M 5.000% senior notes due 2034; net proceeds ~$396M
Issued $400M aggregate principal of 5.000% Senior Notes due September 20, 2034.
Voya to acquire OneAmerica's full-service retirement recordkeeping business
Upfront cash consideration of $50M at close; contingent payments up to $160M based on retained revenue and transition services.
Voya Financial names Michael Katz as CFO; Don Templin to retire in Q1 2025
Don Templin, EVP & CFO, will retire; steps down Dec 31, 2024, then serves as strategic advisor through Q1 2025.
Voya Q2 adj. EPS $2.18, net income $201M; dividend raised 12.5% to $0.45
Net income available to common shareholders of $201M ($1.96 diluted EPS).
Voya board sets annual say-on-pay frequency after 94% shareholder vote
Board of Directors determined to hold advisory say-on-pay votes annually.
Voya IM segment AUM reaches $336B as of June 30, 2024
AUM of $336B includes $101B equity, $137B fixed income public, $79B fixed income private, $16B alternatives, $3B money market.
Voya appoints William J. Mullaney as independent director, effective July 5, 2024
Board size increased to 12 members with Mullaney's appointment.
Pre-tax alternative investment income and prepayment fees estimated at $36M-$48M for Q2 2024.
Voya shareholders elect all 11 directors, approve say-on-pay and 2024 omnibus plan
All 11 director nominees elected with 92M+ votes each; no director received less than 91.6M for.
Voya Q1 adj EPS $1.77 (+23% YoY); board authorizes $500M buyback
Net income $234M ($2.24 diluted EPS); adjusted operating earnings $185M ($1.77 diluted EPS).
Voya IM segment AUM reached $331B as of March 31, 2024
AUM of $331B as of Q1 2024 end; breakdown: equity $101B, fixed income public $134B, private $78B, alternatives $16B, money market $3B.
Estimated Q1 2024 alternative investment income and prepayment fees: $35M-$45M pre-tax.
Voya Q4 adjusted EPS $1.63, FY23 adjusted EPS $7.02; Health Solutions record
Q4 net income $118M ($1.10 diluted EPS); after-tax adjusted operating earnings $174M ($1.63 diluted EPS).
Rodney O. Martin, Jr. retires as Executive Chairman on Feb 29, 2024, as previously announced.
Voya IM segment AUM $322B as of Dec 31, 2023; ahead of Q4 earnings release Feb 6
AUM of $322B, with $92B equity, $133B fixed income public, $79B fixed income private, $16B alternatives, $3B money market.
Voya appoints Robert Leary to Board of Directors, effective Jan 8, 2024
Robert Leary appointed as director effective January 8, 2024, increasing Board size to 13.
Christine Hurtsellers, CEO of Voya Investment Management, to retire in 2024; will serve as strategic advisor until then.
Voya Q4 2023 alt investment income ~$0-10M, ~$45-55M below long-term expectations
Alternative investment income & prepayment fees for Q4 2023 estimated at $0-$10M pre-tax, $45-55M below long-term expectations (before variable compensation).
Commencing January 1, 2025, Mr. Templin will serve as a strategic advisor to the Company until his retirement on February 28, 2025.
On September 4, 2024, the Company announced that, effective January 1, 2025, Michael Katz will succeed Don Templin as the Company’s Executive Vice President and Chief Financial Officer.
Michael Katz, age 48, will assume the role of Executive Vice President and Chief Financial Officer of the Company, effective January 1, 2025.
On September 4, 2024, Voya Financial, Inc. (the “Company”) announced that Don Templin, Executive Vice President and Chief Financial Officer, informed the Company of his decision to retire from the Company.
The Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed William J. Mullaney as a director of the Company, effective as of July 5, 2024.
The Board of Directors (the "Board") of Voya Financial, Inc. (the "Company") appointed Robert Leary as a director of the Company, effective as of January 8, 2024.
On January 10, 2024, Voya Financial, Inc. (the “Company”) announced that Christine Hurtsellers, the Chief Executive Officer ("CEO") of Voya Investment Management ("IM"), has informed the Company of her decision to retire later this year.
Max materiality 0.85 · Median 0.55 · Most common event other_material