Voya Financial, Inc. $VOYA Shares Purchased by New York State Common Retirement Fund

New York State Common Retirement Fund boosted its position in shares of Voya Financial, Inc. (NYSE:VOYA) by 12.4% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 96,427 shares of the asset manager’s stock after buying an additional 10,600 shares during the period. New York State Common Retirement Fund owned 0.10% of Voya Financial worth $7,213,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently added to or reduced their stakes in the company. Boston Partners increased its holdings in shares of Voya Financial by 70.4% in the 2nd quarter. Boston Partners now owns 3,373,520 shares of the asset manager’s stock valued at $239,175,000 after acquiring an additional 1,394,321 shares during the period. Norges Bank purchased a new position in Voya Financial during the 2nd quarter worth $97,876,000. Balyasny Asset Management L.P. increased its stake in Voya Financial by 119.6% in the second quarter. Balyasny Asset Management L.P. now owns 2,085,387 shares of the asset manager’s stock valued at $148,062,000 after purchasing an additional 1,135,935 shares during the period. Bank of New York Mellon Corp increased its stake in Voya Financial by 17.7% in the third quarter. Bank of New York Mellon Corp now owns 6,516,879 shares of the asset manager’s stock valued at $487,463,000 after purchasing an additional 977,870 shares during the period. Finally, Wedge Capital Management L L P NC purchased a new stake in shares of Voya Financial in the third quarter valued at about $36,653,000. Hedge funds and other institutional investors own 96.10% of the company’s stock.

Voya Financial Price Performance

NYSE:VOYA opened at $72.71 on Thursday. The stock has a market capitalization of $6.92 billion, a PE ratio of 11.56, a P/E/G ratio of 0.47 and a beta of 0.89. Voya Financial, Inc. has a 1-year low of $52.43 and a 1-year high of $79.99. The firm has a fifty day simple moving average of $74.79 and a 200 day simple moving average of $73.89. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.42.

Voya Financial (NYSE:VOYA) last announced its quarterly earnings data on Tuesday, February 3rd. The asset manager reported $1.94 EPS for the quarter, missing analysts’ consensus estimates of $2.11 by ($0.17). The firm had revenue of $2.01 billion during the quarter, compared to the consensus estimate of $1.99 billion. Voya Financial had a net margin of 7.99% and a return on equity of 14.16%. The business’s revenue was up 5.0% on a year-over-year basis. During the same period last year, the business earned $1.40 EPS. On average, research analysts expect that Voya Financial, Inc. will post 8.39 EPS for the current fiscal year.

Voya Financial Announces Dividend

The business also recently disclosed a quarterly dividend, which will be paid on Friday, March 27th. Stockholders of record on Wednesday, February 25th will be given a $0.47 dividend. The ex-dividend date of this dividend is Wednesday, February 25th. This represents a $1.88 annualized dividend and a dividend yield of 2.6%. Voya Financial’s dividend payout ratio is presently 32.30%.

Wall Street Analysts Forecast Growth

A number of equities analysts recently issued reports on the company. Weiss Ratings reissued a “buy (b-)” rating on shares of Voya Financial in a report on Monday, December 29th. Barclays raised Voya Financial from an “equal weight” rating to an “overweight” rating and increased their price objective for the stock from $83.00 to $93.00 in a research report on Thursday, January 8th. Wall Street Zen cut Voya Financial from a “buy” rating to a “hold” rating in a research note on Saturday, January 10th. Evercore ISI set a $88.00 price objective on Voya Financial in a report on Wednesday. Finally, Royal Bank Of Canada cut their price target on shares of Voya Financial from $87.00 to $85.00 and set an “outperform” rating for the company in a report on Wednesday, November 19th. Seven investment analysts have rated the stock with a Buy rating, two have issued a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $86.56.

Voya Financial News Roundup

Here are the key news stories impacting Voya Financial this week:

• Positive Sentiment: Management flagged continued margin expansion and announced a $150 million share buyback program for 2026, backed by what it described as record cash generation — a clear capital-return signal that can support the stock. Read More.
• Positive Sentiment: Top-line beat: revenue of ~$2.01B topped Street estimates (~$1.99B) and was up ~5% year-over-year, indicating core business momentum even as profitability per share lagged. Read More.
• Neutral Sentiment: Management commentary and the earnings presentation/call provide the clearest near-term guidance; the full transcript and slide deck are available for investors digging into segment trends and assumptions behind margin improvement. Read More.
• Neutral Sentiment: Voya continues to balance dividends, buybacks and brand initiatives (e.g., NWSL sponsorship) as part of its shareholder-return story — a mixed signal that prioritizes capital return while supporting growth/PR. Read More.
• Negative Sentiment: EPS missed consensus: Voya reported $1.94 EPS vs. ~ $2.11 expected, and that shortfall is the primary reason for the intraday selloff despite the revenue beat. Read More.
• Negative Sentiment: Operational headwinds flagged: higher expenses, some pressures on premiums and uncertainty around stop-loss results introduced earnings variability and margin risk for upcoming quarters. Read More.
• Negative Sentiment: Legal/class action note: Voya agreed to class certification in a 401(k) in-house fund challenge, which adds potential litigation exposure and an element of execution risk for plan-related businesses. Read More.

Voya Financial Profile

Voya Financial, Inc (NYSE: VOYA) is a financial services company headquartered in New York City, focused on helping Americans plan, invest and protect their savings. The company traces its roots to the U.S. operations of ING Group, which were spun off in 2013 and rebranded as Voya Financial in 2014. Voya’s operations are built around a customer-centric approach, drawing on decades of experience in retirement planning and risk management to serve both individual and institutional clients.

Voya’s core business activities span three key segments: Retirement, Investment Management and Employee Benefits.