Voya Financial, Inc.
In the published model solve dated 2026-Q2, anchored at $100.22, Voya Financial, Inc. (VOYA) is priced for 16.7% return on equity. boothcheck publishes no house fair value, target price, or buy/sell rating; individual model outputs and user-controlled scenarios are analytical inputs, not Boothcheck targets. The narrative was composed June 28, 2026 from SEC EDGAR filings.
- Voya runs three capital-light fee businesses: Retirement (workplace savings plans) at about 43% of earnings, Employee Benefits (group life, stop-loss, voluntary) at another 43%, and Investment Management at the rest, overseeing roughly $1.1 trillion in assets. Q1 2026 adjusted operating EPS of $2.26 beat consensus, and GAAP earnings per share rose 23% year over year. - A financial is valued on the return it earns on its capital, not an operating multiple. At $90.29 the market pays about 1.8 t
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444 institutional managers reported holding VOYA in 13F filings for the quarter ended 2026-03-31. 54 opened new positions that quarter. Held by Vanguard Group, BlackRock, T. Rowe Price, among others. On the short side, 3.0M shares were sold short as of the 2026-06-15 count, about 3% of shares outstanding (2.2 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
VOYA has cut its share count 22.8% over the past five years, spending $2.84B on repurchases. It pays a dividend, and has paid one every year in our records (13 and counting), raised 2 years straight; the current rate is $1.82 a share annually. Cash returned over the past three years: $411.00M in dividends and $1.20B in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at VOYA over the trailing three years: 2024: 1 buy totaling $11k. 17 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
VOYA's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-08-04 | -1.7% | -9.1% |
| 2023-11-03 | +2.7% | +5.6% |
| 2024-02-24 | -3.8% | +0.1% |
| 2024-05-07 | +2.2% | -4.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
VOYA's latest 8-K filings: 2026-08-04 (items 2.02, 7.01, 9.01); 2026-07-21 (items 7.01); 2026-07-08 (items 7.01); 2026-05-21 (items 5.07); 2026-05-05 (items 2.02, 7.01, 9.01).
Item codes are the SEC's own classification of what each report discloses. Dates link to the filing on EDGAR. Nothing here is investment advice.
Model solve date: 2026-Q2
Narrative composed: June 28, 2026
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For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.