Voya Financial, Inc. (VOYA)

Over the past six months, Voya Financial's stock has trended upwards by 6.30%. Strong Q4 2025 earnings exceeded market expectations. In 2025, Voya achieved record defined contribution net flows of $28 billion. Voya acquired OneAmerica's retirement plan business, expanding its Wealth Solutions business. Employee Benefits adjusted operating earnings significantly improved in 2025. Voya launched its Integrated Leave and Disability Claim Solution in January 2026.

While specific data is not detailed, there are indications of seasonality in certain areas. In the Stop Loss business, there is a noticeable seasonality around year-end and early-year. In January 2026, Voya observed rising Request for Proposal (RFP) volumes. It is plausible that other products and services may also experience some seasonality tied to annual enrollment periods, tax seasons, or corporate budgeting cycles.

Voya Financial, Inc. offers retirement, investment, and insurance solutions in the United States. Originating as ING U.S., it was spun off in 2013 and rebranded in 2014. The company operates within the Financial Services sector. Voya's business is structured around Wealth Solutions, Investment Management with $360 billion AUM, and Health Solutions, covering approximately 6.8 million individuals.

Voya Financial, Inc. primarily serves clients across the United States and is headquartered in New York City, with operational centers in Minneapolis and Des Moines. Voya India, established in 2023, provides 24/7 operations processing and technology services. Voya Investment Management partners with Allianz Global Investors for distribution outside the U.S. and Canada.

Voya Financial maintains a strong brand reputation, underscored by its certification as a "Great Place to Work". The company's strong financial health in 2025 reinforces its stability. The acquisition of OneAmerica's full-service retirement plan business in 2025 has expanded Voya's offerings. Voya's emphasis on providing innovative digital capabilities contributes to a positive customer experience.

Voya Financial, Inc. has a substantial institutional ownership base, with 825 institutional owners and shareholders holding a total of 120,968,839 shares. Major institutional owners include Vanguard Group Inc, BlackRock, Inc., Price T Rowe Associates Inc /md/, Bank of New York Mellon Corp, Fmr Llc, Wellington Management Group Llp, Kelly Financial Group Llc, Pzena Investment Management Llc, Boston Partners, and State Street Corp.