Pulling SEC filings + quote and writing the call…

Voya Financial, Inc.
Next earnings Aug 3, 2026 (after close) · consensus $2.42 EPS, $1.96B rev
Last earnings +1.3% on 2026-05-05
Capital-light retirement/benefits/asset-management franchise at 14.3x with 13.2% ROE, rising operating income and active capital return.
Sources: SEC EDGAR (CIK 0001535929, latest 10-Q filed 2026-05-07) · EODHD · analysis by claude-code · as of 6/21/2026, 8:52:53 PM.
Research and education only — not financial advice. EDGAR is not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities EDGAR rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
The fundamentals carry the rating, but the price is rich (~22% above our fair-value estimate) — a quality-at-a-price call. The case rests on the business, not the entry; patient buyers may wait for a pullback.
Voya Financial is a workplace-benefits, retirement and investment-management business that has reoriented toward higher-quality, capital-light fee earnings. FY2025 was steady-to-improving: operating income rose 19.3% to $1.04B (a 46.0% operating margin), diluted EPS edged up 1.9% to $6.29, and net income held near flat at $654M. Equity grew 23.7% to $4.95B while the company deleveraged meaningfully — long-term debt fell 27.8% to $1.52B — and returned capital via $200M of buybacks and $178M of dividends (+4.1%), shrinking the share count 2.9%. Return on equity of 13.2% is solid for a diversified insurer/asset manager.
The risks, catalysts, 12-month price target and the cited SEC figures behind this rating — with Pro.
Unlock with Pro€15/mo · cancel anytime
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $1.98B | $1.69B | $1.94B | $2.15B | $2.25B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | $916M | $870M | $1.04B |
| Net income | $2.37B | $510M | $625M | $667M | $654M |
| Diluted EPS | $18.56 | $4.30 | $5.42 | $6.17 | $6.29 |
| Net margin | 119.5% | 30.2% | 32.2% | 31.0% | 29.0% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
1078 tracked peers · median
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.
Last 90 days: 0 open-market buys · 1 sale
| 2026-06-08 | Ogle Trevor See Remarks | Sell | 3.99K @ $90.00 | $359K |
| 2026-05-21 | TRIPODI JOSEPH V Director | Exercise | 2.55K |