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Wednesday's Bonus News
Voya Financial Grows Earnings Across All 3 Business SegmentsSubmitted by Peter Frank. Posted: 5/25/2026. 
Key Points
- Voya is delivering steady earnings growth across retirement, investment management, and employee benefits.
- Strong capital returns continue through buybacks and dividends, with $200 million returned in the first quarter.
- Voya offers stability and income appeal, though much of its near-term upside may already be priced in.
- Special Report: Elon’s “Hidden” Company
Voya Financial (NYSE: VOYA) may not be a household name, but it is a familiar one for millions of employees who receive benefits or retirement plans through the company. As one of the largest providers of benefits and investment plans, Voya has repeatedly shown that it can grow earnings, widen profit margins, and return cash to shareholders. With more than $1 trillion in combined assets under management and administration, Voya does periodically surprise investors, but its track record suggests it is both a steady earner and a consistent compounder.
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For investors with a longer horizon, Voya’s emphasis on capital returns may be a solid alternative to Wall Street’s daily darlings chasing the hype economy. All 3 Business Segments Delivered GrowthVoya operates in three primary segments: retirement, investment management, and employee benefits. The company’s retirement business is the anchor, serving employers that offer workplace savings plans and the millions of American workers who participate in them. Its investment management segment handles assets for both institutional clients and retail investors. The employee benefits segment provides group life insurance, disability coverage, and other products such as hospital indemnity and accident coverage. Each of these three segments finished strong in the first quarter. Net income available to common shareholders came in at $165 million, or $1.75 per diluted share, representing a 23% increase from the year-ago period. Adjusted operating earnings of $214 million, or $2.26 per diluted share, rose 13% year over year and topped expectations. By stripping out investment gains and other items, operating earnings can provide a clearer picture of the health of an insurance and retirement company. The growth was broad-based. Retirement pre-tax adjusted operating earnings rose slightly to $209 million. Investment management climbed more than 12% to $46 million. But the standout was the company’s employee benefits segment, which surged to $63 million from $46 million, a 37% gain year over year. The jump was especially notable because of the margin it achieved. The trailing 12-month adjusted operating margin in employee benefits improved to 14.7% from a remarkably thin 2.7% a year earlier. Better underwriting discipline and favorable claims experience drove the gains. Overall, trailing 12-month net revenue at the company climbed to $4.62 billion from $4.08 billion, a sign of durable gains that can lead to earnings predictability and greater value over time. Capital Returns Remain a Core StrengthVoya is also aggressive in returning capital to shareholders. In the first quarter alone, the company returned $200 million, including $150 million through share repurchases and $44 million in common dividends. The board also authorized another $150 million in buybacks to be completed during the second quarter of 2026, while declaring a quarterly dividend of 47 cents per share. For Voya, those returns were more of the same. The company generated $775 million of excess capital in 2025, up 19% from the prior year, and returned $374 million to shareholders through buybacks and dividends. At the same time, it delivered more than $1 billion in pre-tax adjusted operating earnings for the year. Wall Street Sees Limited Near-Term UpsideEven with all the positives, the situation becomes a bit more complicated for investors. Wall Street broadly likes Voya, but much of its value may already be priced in. The 11 analysts following the company give Voya an overall Moderate Buy recommendation, with eight rating it a Buy, two marking it a Hold, and one suggesting a Sell. The average 12-month price target is $88.40, or only about 10% above current prices. Analysts already know the stock is solid, which means much of that strength is likely already reflected in its price. Risks and Growth Constraints RemainThere are also risks worth acknowledging. Like others in the financial sector, Voya's business is sensitive to interest rates, equity market performance, and broader economic conditions. And given its lines of business, Voya is not immune to surprises. In the fourth quarter of 2024, for example, the company was unexpectedly hit by higher claims in its health solutions segment, resulting in a pre-tax adjusted operating loss for the segment. And in the fourth quarter of 2025, while earnings per share grew year over year, the stock missed analyst expectations and retreated. There is also the question of growth. Retirement is a large, stable business, but not a fast-growing one. Assets are expanding, but not quickly in all areas. Client assets in the retirement business reached $780 billion at the end of the quarter, up 12% from a year earlier. Some of that growth was driven by market performance, but it was also supported by $65 million in net inflows. Investment management oversaw $353 billion in assets under management, up only slightly from $345 billion a year earlier. A Quality Company at a Fair PriceVoya is clearly a well-managed and financially sound operation. It has a clear capital return story and an appealing exposure to the broader push for long-term retirement savings. For investors who want a financial services company with steady earnings growth, disciplined buybacks, and a modest but reliable dividend, Voya should be on the list. But it is not a bargain right now. And like others in its corner of the sector, it can be prone to bumps. That is worth understanding before the next quarterly report gives the stock another nudge. |
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