Voya Financial, Inc. (VOYA) Voya Financial, Inc. provides workplace benefits, and savings solutions and technologies in the United States and internationally. The company operates through three segments: Retirement, Investment Management and Employee Benefits. The Retirement segment offers full-service retirement products; recordkeeping services; stable value and fixed general account investment products; non-qualified plan administration services; and tools, guidance, and services to promote the financial well-being and retirement security of employees. This segment also provides wealth management services, such as individual retirement, managed, and brokerage accounts, as well as financial guidance and advisory services. This segment serves corporate, public and private school systems, higher education institutions, hospitals and healthcare facilities, other non-profit organizations, and state and local governments, as well as institutional clients and individual customers. The Employee Benefits segment offers various insurance products comprising stop loss, group life, group disability, whole and term life, critical illness, accident, and hospital indemnity insurance. This segment also provides worksite employee benefits, health account solutions, leave management, benefits administration, health plan enrollment, financial wellness, and decision support products and services to mid-size and large corporate employers and professional associations. The Investment Management segment provides fixed income, equity, multi-asset, and alternative products and solutions to individual investors, financial intermediaries, and institutional clients through its direct sales force, consultant channel, intermediary partners, banks, broker-dealers, and independent financial advisers. The company was formerly known as ING U.S., Inc. and changed its name to Voya Financial, Inc. in April 2014. Voya Financial, Inc. was founded in 1975 and is based in New York, New York.
Sector: Life Insurance
Industry: Insurance - Life
Voya Financial, Inc. NYSE:VOYA Financial Services · Financial - Conglomerates
Mkt Cap $8.68B
Div Yield 1.96%
AH Close $95.81 +0.00% vs close
AH Close $95.81 +0.00% vs close
Mkt Cap $8.68B
Div Yield 1.96%
All Press Release SEC Filings News
Press Release
Voya and Boston Legacy Football Club help turn goals into brighter futures for Boston youth with $50,000 donation
Voya Financial and Boston Legacy FC donated $50,000 to Junior Achievement of Greater Boston through the Goals for Growth program, which pledged $2,000 per goal scored in the club's 2026 season up to a $50,000 cap.
The club hit the 25-goal threshold, unlocking the full donation, which will fund financial literacy, career readiness and entrepreneurship programs for Boston-area youth.
This is a promotional CSR milestone within Voya's multiyear sponsorship of Boston Legacy FC and carries no financial or operational impact on the company.
• 6d ago AI analysis › Press Release ⚠ 1
VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND AND VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND ANNOUNCE CLOSING OF REORGANIZATIONS
Voya completed the reorganization of the Voya Asia Pacific High Dividend Equity Income Fund (IAE) and Voya Emerging Markets High Dividend Equity Fund (IHD) into the Voya Multi-Manager Emerging Markets Equity Fund, effective at the close of business on October 16, 2026.
Shareholders received Class W shares of the surviving fund with an aggregate NAV equal to their prior holdings — IAE converted at 0.4471 shares (NAV $6.96) and IHD at 0.4731 shares (NAV $7.3623).
The event is mechanical with no value impact for shareholders, but IAE and IHD shares no longer trade following the closing.
• 6d ago AI analysis › Press Release
CORRECTING and REPLACING Voya Equity Closed End Funds Declare Distributions
businesswire.com • 10d ago Press Release
Voya Equity Closed End Funds Declare Distributions
Voya declared its regular monthly distribution for the Infrastructure, Industrials and Materials Fund (IDE) at $0.055 per share, payable November 16, 2026 to shareholders of record November 2.
Per the Section 19(a) estimates, the fund's October distribution of $0.100 per share consists of roughly 9% net investment income, 74% long-term capital gains, and 17% short-term gains, with no return of capital estimated year-to-date.
The fund's NAV was $13.16 as of 9/30/2026 with an 11.28% annualized five-year NAV return. This is routine CEF boilerplate with no change to distribution policy.
• 10d ago AI analysis › Press Release ⚠ 1
VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND, VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya Infrastructure, Industrials and Materials Fund (IDE) declared its October monthly distribution of $0.100 per common share, payable October 15, 2026, under its SEC-approved Managed Distribution Plan.
The release estimates the October payout draws 16% from net investment income and 84% from realized capital gains, with no return of capital for the month; fiscal year-to-date distributions total $0.900 per share.
IDE's annualized distribution rate is 9.12% of NAV, with a five-year average annual NAV total return of 11.28%. Sister funds IGA ($0.085/share) and IGD ($0.050/share) made the same routine disclosure.
• 10d ago AI analysis › SEC Filing
VOYA: 8-K · other
Voya Financial furnished an 8-K disclosing preliminary assets under management of approximately $363 billion for its Investment Management segment as of September 30, 2026.
The AUM breaks down by asset type as $112 billion equity, $148 billion fixed income public, $84 billion fixed income private, $15 billion alternatives, and $3 billion money market, and by client type as $176 billion institutional external, $152 billion retail external, and $36 billion general account.
This is a routine Reg FD disclosure ahead of the Q3 2026 earnings release scheduled for November 2, 2026, with no new guidance or surprises.
SEC 8-K • 10d ago Press Release
New Voya Index Finds Workplace Education Drives Financial Confidence and Positive Action More Than Money
Voya Financial launched America's Financial Confidence Index, a new nationwide benchmark from a survey of 4,097 employed, benefits-eligible Americans.
The index finds workers scored 67 out of 100 on financial confidence versus 62 on financial behaviors, a five-point 'confidence gap' that workplace financial education appears best positioned to close.
Employees who actively use workplace financial education scored 71 on behaviors versus 59 for those who don't, outperforming every other group measured including the wealthiest workers.
The release is brand marketing for Voya's workplace wellness and guidance offerings and carries no direct financial or operational implications for the company.
• 11d ago AI analysis › Press Release
Voya Financial to Leverage UnqorkAI to Accelerate AI-Powered Retirement Experiences
Voya Financial will expand its use of Unqork's UnqorkAI platform to support AI-enabled retirement experiences and workflow initiatives.
Voya has been an Unqork customer since 2019 and previously built Sponsor Onboarding and Producer Onboarding applications on the platform; this deepens a seven-year relationship.
The release is authored by Unqork as vendor marketing, with no disclosed financial terms, so the direct material impact on VOYA is limited.
• 12d ago AI analysis › Press Release ⚠ 3
TCIM Commences Mailing of No Confidence Referendum Proxy Statement to Voya Shareholders
TOMS Capital Investment Management, holding an approximately 4.65% economic interest in Voya Financial, has begun mailing definitive proxy materials for a non-binding no-confidence referendum against Voya's board and management.
The referendum has a record date of September 30, 2026 and a meeting date of November 24, 2026. TCIM accuses the board of obstruction and failing to act in shareholders' best interests.
TCIM's statement urges the board to engage with interested third parties around value-creation opportunities, implying potential transaction interest. The resolution is non-binding, but the campaign adds governance pressure and possible strategic-event optionality for VOYA shares.
• 16d ago AI analysis › SEC Filing
VOYA: 8-K · other
Voya Financial filed an 8-K furnishing preliminary alternative investment income expectations for Q3 2026 ahead of its November 2 earnings release.
The company estimates combined alternative investment income of approximately $40-50 million pre-tax, before variable and incentive compensation, with the midpoint representing an annualized return of roughly 8.5%.
The figures cover the general account and investment capital returns in the Investment Management segment and remain unaudited, with Voya cautioning actual results could differ materially.
SEC 8-K • 19d ago Press Release ⚠ 2
VOYA ASIA PACIFIC HIGH DIVIDEND EQUITY INCOME FUND AND VOYA EMERGING MARKETS HIGH DIVIDEND EQUITY FUND ANNOUNCE TRADING SUSPENSION IN ADVANCE OF REORGANIZATIONS
Shareholders approved the reorganization of Voya Asia Pacific High Dividend Equity Income Fund (IAE) and Voya Emerging Markets High Dividend Equity Fund (IHD) into Voya Multi-Manager Emerging Markets Equity Fund at a special meeting on September 28, 2026.
IAE shares will stop trading on the NYSE as of market close on October 13, 2026, with the reorganizations expected to complete after business close on October 16, 2026.
Each shareholder will receive Class W shares of the surviving fund with equal aggregate NAV, so the transaction is NAV-neutral; final exchange ratios will be announced after closing.
• 23d ago AI analysis › SEC Filing
VOYA: 8-K · leadership change
Voya Financial announced on October 2, 2026 that Santhosh Keshavan, currently Chief Technology and Operations Officer, will become Chief Risk and Global Operating Officer effective January 1, 2027.
At the same time, Rajat Kalia will step into the Chief Technology Officer role. Both changes are internal appointments.
The filing notes Keshavan's new role does not make him the principal operating officer under Item 5.02. This is a routine executive reshuffle with no immediate financial impact.
SEC 8-K • 23d ago AI analysis › Press Release
Voya Financial schedules announcement of third-quarter 2026 results
Voya Financial announced it will issue third-quarter 2026 results after market close on Monday, November 2, 2026.
The company will host a public webcast to review results on Tuesday, November 3, 2026, from 10 a.m. to 11 a.m. ET, with materials posted at investors.voya.com.
This is a routine calendar notice with no new financial information.
• 24d ago AI analysis › Press Release
New Voya research finds Americans want greater confidence, not just more financial information
Voya Financial published survey research arguing that abundant financial information has not translated into consumer confidence, with 76% saying personalized guidance would help them make decisions.
The Ipsos survey of 1,005 U.S. adults found 54% have delayed a financial decision due to conflicting information and 74% believe working with a financial professional would boost their confidence.
The release is essentially brand marketing for Voya's Wealth Management and workplace benefits guidance business, which offers consultations without minimum balance requirements; it contains no financial results or material business developments.
• 25d ago AI analysis › Press Release ⚠ 1
Voya Asia Pacific High Dividend Equity Income Fund Declares Distribution
Voya Asia Pacific High Dividend Equity Income Fund declared a special distribution of $1.66 per share.
The distribution will be paid October 13, 2026, to shareholders of record on October 9, 2026, with the same ex-dividend date.
The fund cautioned that a portion of the payout may be a return of capital and should not be read as a signal of investment performance or yield.
• 26d ago AI analysis › Press Release
Voya supports SEC effort to modernize delivery of investor information
Voya Financial submitted a comment letter to the SEC supporting the agency's proposal to modernize electronic delivery of investor disclosures.
The company recommends streamlining the paper-to-electronic transition, removing the proposed 180-day waiting period, allowing employer-sourced electronic addresses, and clarifying handling of failed e-deliveries.
The letter is routine regulatory advocacy; it preserves investor opt-out rights and carries no disclosed financial impact for Voya.
• 27d ago AI analysis › Press Release ⚠ 2
Voya Financial Issues Advisory to Shareholders Regarding Private Straw Poll
Voya Financial issued an advisory telling shareholders that a private straw poll promoted by activist TOMS Capital Investment Management is not company-sponsored and not tied to any actual shareholder vote.
Voya says the TCIM materials contain inaccurate and misleading statements, and notes directors and say-on-pay each won more than 98% support at the annual meeting four months ago, with the next meeting expected in May 2027.
The company also criticizes TCIM's proxy filings as misusing the SEC proxy system as a publicity platform and reiterated focus on cash generation and shareholder returns ahead of its early-November Q3 earnings call.
The release signals escalating activist pressure from TOMS Capital but includes no concrete demands, nominations, or vote outcome — watch for follow-on proxy actions.
• 1mo ago AI analysis › Press Release ● Major ⚠ 3
TCIM Files Definitive Proxy Materials for “No Confidence” Campaign at Voya
Activist TOMS Capital Investment Management, which holds an approximately 4.65% economic interest in Voya Financial, has filed definitive proxy materials with the SEC for a non-binding 'no confidence' vote against Voya's board and management.
TCIM set a record date of September 30, 2026 and a meeting date of November 24, 2026, and its counsel sent a Delaware Section 220 books-and-records demand investigating whether the board breached fiduciary duties by allegedly attempting to deter the referendum.
The campaign pushes Voya to commit to reviewing strategic alternatives, with TCIM citing industry M&A commentary and arguing Voya's scaled retirement platform fits acquirers' priorities — a potential value-unlock catalyst for the stock.
• 1mo ago AI analysis › Press Release ⚠ 2
Voya Equity Closed End Funds Declare Distributions
Voya Asia Pacific High Dividend Equity Income Fund (NYSE: IAE) declared its monthly distribution of $0.065 per share, payable October 7, 2026, to shareholders of record on October 1, 2026, with an ex-dividend date of October 1, 2026.
Per the Section 19(a) source estimates as of 8/31/2026, only about 15% of IAE's September distribution comes from net investment income ($0.002 per share); roughly 85% ($0.063 per share) is classified as return of capital, and tax year-to-date distributions are 85% return of capital.
The declaration covers five Voya equity closed-end funds, with peers IGA, IGD, IDE and IHD declaring $0.085, $0.050, $0.100 and $0.055 per share respectively. IAE's NAV stood at $9.16 as of August 31, 2026, with a tax year-to-date distribution rate of 21.66% of NAV and a five-year annualized return on NAV of 11.27%.
• 1mo ago AI analysis › Press Release ⚠ 2
VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND, VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya's three closed-end funds declared their September monthly distributions payable September 15, 2026, with the filer IDE (Voya Infrastructure, Industrials and Materials Fund) paying $0.100 per common share, alongside $0.085 for IGA and $0.050 for IGD.
The release is a routine Section 19(a) notice required under the funds' Managed Distribution Plan; IDE's September distribution is estimated to be 98% long-term capital gains and 2% net investment income, with no return of capital this month.
IDE's cumulative fiscal year-to-date distributions total $0.800 per share, an 8.75% annualized current distribution rate on NAV, against a 13.01% cumulative total return at NAV through August 31, 2026.
The funds caution that they estimate they have distributed more than income and net realized capital gains, so a portion of distributions may ultimately be characterized as return of capital.
• 1mo ago AI analysis › Press Release
Voya selected by District of Columbia to provide retirement plan services for its public employees
Voya Financial was selected by the District of Columbia to provide retirement plan services for its 401(a) and 457(b) plans, which cover over 52,000 participants and $4.3 billion in assets.
This contract win highlights Voya's position as the leading provider of 457(b) plans for government entities and contributes to its recent trend of adding $35 billion in government plan assets since January 2025.
The agreement includes recordkeeping, retirement education and access to managed accounts, with the District also adopting the Voya Capital Preservation Fund as its stable value option.
• 2mo ago AI analysis › Press Release ⚠ 1
Voya Equity Closed End Funds Declare Distributions
Voya Asia Pacific High Dividend Equity Income Fund (IAE) declared a monthly distribution of $0.065 per share, payable September 15, 2026 to shareholders of record on September 1.
The fund estimates that 83% of the current distribution is derived from a return of capital, with only 17% coming from net investment income.
Based on a net asset value of $8.81 as of July 31, 2026, fund's distribution rate is 10.31%.
• 2mo ago AI analysis › Press Release
VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND, VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya Global Advantage and Premium Opportunity Fund (IGA) declared a monthly distribution of $0.085 per common share, payable August 17, 2026.
The Fund reported an average annual total return at NAV of 10.77% for the five-year period ended July 31, 2026, with a current annualized distribution rate of 9.19%.
Sister funds Voya Global Equity Dividend and Premium Opportunity Fund (IGD) and Voya Infrastructure, Industrials and Materials Fund (IDE) announced distributions of $0.050 and $0.100 per share, respectively.
• 2mo ago AI analysis › Press Release ● Major ⚠ 2
TCIM Comments on Voya’s Efforts to Prevent Shareholder Voices from Being Heard
TCIM, managing funds with a roughly 4.5% stake in Voya Financial, criticized the company's board for attempting to block shareholder voices and failing to pursue strategic alternatives.
The activist firm filed a preliminary proxy statement to facilitate a non-binding no-confidence vote, accusing management of underperformance and obstruction despite months of private engagement.
TCIM pledged to continue its campaign ahead of the January director nomination window, enlisting White & Case, Longacre Square Partners, and Okapi Partners to support its efforts.
• 2mo ago AI analysis › Press Release ⚠ 1
Voya Financial Issues Advisory to Shareholders Regarding Misleading Statements and Conduct by TOMS Capital Investment Management
Voya Financial issued a shareholder advisory stating that TOMS Capital Investment Management (TCIM) is circulating misleading materials regarding a fictitious shareholder meeting.
Voya confirmed there is no upcoming meeting or vote, having already held its annual meeting in May 2026, and is seeking regulatory intervention against TCIM's conduct.
The company characterized TCIM's actions as manipulative and deceptive, aimed at confusing investors and potentially impacting employees and customers.
• 2mo ago AI analysis › SEC Filing ⚠ 8
VOYA: 10-Q · periodic report
Voya Financial filed its Form 10-Q for the quarter ended June 30, 2026, reporting net income available to common shareholders of $90 million ($0.97 diluted EPS), down from $162 million ($1.66) a year earlier, as income before income taxes fell to $34 million from $188 million.
Total revenues slipped about 4% year over year to $1,896 million, with net investment income down to $537 million and results related to consolidated investment entities swinging to a $49 million loss from $43 million of income, while the effective tax rate jumped to 47.1% from 14.4%. Segment results were mixed: Retirement adjusted operating earnings fell to $190 million from $235 million and Employee Benefits dropped to $22 million from $69 million, while Investment Management rose to $57 million from $51 million.
The company repurchased 3.9 million shares for $300 million in the first half of 2026, leaving $263 million of authorization that expires December 31, 2026, and raised its quarterly dividend to $0.47 per share from $0.45. Voya also continued integrating the OneAmerica Financial retirement plan business acquired in January 2025, paying $129 million of contingent consideration in Q1 2026 with up to $20 million still payable, and remains a defendant in the Ravarino 401(k) fiduciary class action with an amended complaint filed December 2025.
SEC 10-Q • 2mo ago AI analysis › Press Release ● Major ⚠ 4
TCIM Launches “No Confidence” Campaign at Voya and Calls on the Company to Finally Begin Acting in the Best Interests of Its Shareholders
Activist investor TCIM, which holds a 4.5% economic interest, launched a 'No Confidence' campaign against Voya’s board and filed preliminary proxy materials to force a vote on strategic alternatives.
The firm alleges Voya has underperformed peers by 37 percentage points since July 2022 and is actively rebuffing takeover interest, noting the stock trades below 8x forward earnings.
TCIM criticized executive compensation—citing $16.2 million for the CEO in 2025—and argued that lowered performance targets shield management from accountability for the stop-loss business underperformance.
• 2mo ago AI analysis › Press Release
Voya Financial to Present at the Canaccord Genuity 46th Annual Growth Conference
Voya Financial CEO Heather Lavallee and CFO Mike Katz are scheduled to host a fireside chat at the Canaccord Genuity 46th Annual Growth Conference on August 12 at 12:30 p.m. ET.
The session will be webcast live to the public on the company's investor relations website, with a replay made available following the event.
Voya Financial provides retirement, employee benefits and investment management services to over 18 million individual, workplace and institutional clients.
• 2mo ago AI analysis › Press Release ● Major ⚠ 2
Voya Financial Announces Second-Quarter 2026 Results
Voya Financial reported second-quarter adjusted operating earnings of $1.51 per share, down from $2.46 in the prior year, impacted by severance expenses and alternative investment losses.
Despite the earnings decline, the firm generated $150 million in excess capital and returned $200 million to shareholders through dividends and share repurchases.
Operational metrics remained strong, with Retirement assets growing 14% to $863 billion and Investment Management delivering $1.2 billion in net inflows and a 12% increase in earnings.
• 2mo ago AI analysis › Press Release
Voya Financial declares common and preferred stock dividends
Voya Financial declared a third-quarter common stock dividend of $0.47 per share, payable on September 28, 2026 to shareholders of record on August 26.
The board also set dividends for its preferred stock, including a semi-annual payment of $38.79 per share for Series A and a quarterly payment of $13.3750 per share for Series B.
The Series B preferred dividend is equivalent to $0.334375 per depositary share, with preferred stock dividends payable on September 15, 2026.
• 2mo ago AI analysis › Press Release
Voya Extends Nearly 50-Year Partnership as Retirement Plan Provider with the City and County of Honolulu
Voya Financial renewed its contract to serve as the retirement plan provider for the City and County of Honolulu, extending a client relationship that began in 1979.
The new five-year agreement covers a 457(b) Deferred Compensation Plan with approximately $1.2 billion in assets and serves nearly 9,300 participants.
This renewal follows a competitive RFP process and supports Voya's status as a leading provider of government retirement plans.
• 3mo ago AI analysis › SEC Filing
VOYA: 8-K · other
Voya Financial disclosed preliminary assets under management for its Investment Management segment ahead of its scheduled earnings release. The company reported total preliminary AUM of approximately $377 billion as of June 30, 2026.
The asset mix included $156 billion in public fixed income assets and $117 billion in equity assets. Additionally, the segment held $87 billion in private fixed income assets, $15 billion in alternative assets, and $3 billion in money market assets.
Client assets were split between institutional external clients at $179 billion and retail external clients at $162 billion. Company general account assets totaled $36 billion, with all external and general account assets reported on a market value basis.
SEC 8-K • 3mo ago Press Release ⚠ 1
TCIM Issues Statement Following Report of Takeover Interest in Voya Financial
TOMS Capital Investment Management (TCIM), a major shareholder of Voya Financial, issued a statement acknowledging media reports regarding potential takeover interest in the company.
TCIM urged Voya's Board of Directors to fulfill its fiduciary duties under Delaware law by engaging constructively with any and all interested parties to maximize shareholder value.
The firm reiterated its belief that Voya is an exceptional franchise, reinforcing the case for a transaction that could unlock value.
• 3mo ago AI analysis › Press Release
VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya Global Advantage and Premium Opportunity Fund declared a monthly distribution of $0.085 per share payable July 15, 2026.
The distribution is primarily sourced from net realized short-term capital gains (76%), with 19% from net investment income and 5% from long-term gains.
The fund's annualized distribution rate is 9.62% of NAV as of June 30, 2026, while its five-year average annual total return is 10.08%.
• 3mo ago AI analysis › Press Release ⚠ 1
Voya Equity Closed End Funds Declare Distributions
Voya Asia Pacific High Dividend Equity Income Fund (IAE) declared a monthly distribution of $0.065 per share, payable on August 17, 2026, to shareholders of record on August 3, 2026.
The fund estimates that $0.015 of the distribution comes from net investment income, while $0.050 is classified as a return of capital.
The ex-dividend date is set for August 3, 2026.
• 3mo ago AI analysis › Press Release
Voya Financial and SinglepointAI advance retirement plan onboarding through AI-enhanced technology and data connectivity
Voya Financial announced an API integration with SinglepointAI to enhance the retirement plan onboarding experience for third-party administrators.
The new connection enables digital transfer of plan provision data directly into Voya’s systems, which is expected to reduce manual processes and improve data accuracy.
This initiative aligns with Voya's broader strategy to embed AI, data, and automation into its platforms to drive operational efficiency.
• 3mo ago AI analysis › SEC Filing ⚠ 2
VOYA: 8-K · other
Voya Financial issued a preliminary update regarding its alternative investment income for the second quarter of 2026, estimating a pre-tax loss between $9 million and $19 million. This projected loss represents an annualized return of approximately -2.5% at the midpoint of the range, contrasting with a positive year-to-date return of roughly 2.5%.
The company cautioned that these figures are preliminary and will be partially offset by reduced variable and incentive compensation accruals. Management noted that actual results may differ materially from these estimates before the financial closing procedures are completed.
Voya is scheduled to release its full quarterly earnings report and financial supplement for the period ended June 30, 2026, on August 4, 2026. Independent auditors have not reviewed or performed procedures on these preliminary results.
SEC 8-K • 3mo ago Press Release
Voya Financial expands its Advisor Managed Accounts program with additional capabilities in alternatives and private assets
Voya Financial expanded its Advisor Managed Accounts program to allow registered investment advisors to allocate to private market investments such as private equity, private credit and private real estate.
The capability builds on Voya's decade-long experience with private assets and the recent launch of its Primary Plus non-core solutions, initially providing access to Voya's V-ALT CITs and Blue Owl's Alternative Credit and Real Estate Net Lease CITs.
President of Retirement Amy Vaillancourt noted that the solution combines education and professional management to help plan sponsors offer employees access to private markets.
• 3mo ago AI analysis › Press Release
Voya Financial highlights critical role employers play in supporting financial protection for workers
Voya Financial published a white paper arguing that state and government paid family and medical leave programs are insufficient on their own, emphasizing the need for supplemental Short-Term Disability coverage.
The company cites survey data showing that 62% of employees trust their employer more after taking leave, positioning comprehensive benefits as a business imperative for workforce resilience.
Voya recommends employers move beyond minimum coverage by integrating voluntary and sponsored benefits to improve financial wellness and retention.
• 3mo ago AI analysis › Press Release
New Voya Financial Research Highlights Expanding Role Advisors Can Play to Support Small Businesses Beyond Retirement Plans
Voya Financial released new research emphasizing the expanding role advisors can play in supporting small businesses beyond traditional retirement plans.
The survey data indicates that 92% of small business owners want advisor support with employee retention, while 91% value guidance on executive compensation.
Voya suggests that solutions like ESOPs and corporate-owned life insurance are increasingly relevant as owners seek to integrate workforce strategy with long-term financial goals.
• 3mo ago AI analysis › Press Release
Voya Financial schedules announcement of second-quarter 2026 results
Voya Financial, Inc. announced it will release its second-quarter 2026 financial results after the market closes on Tuesday, August 4, 2026.
The company plans to host a conference call to review the results on Wednesday, August 5, 2026, from 10 a.m. to 11 a.m. ET, accessible via webcast.
Supplemental materials, including the investor supplement and analyst presentation, will be made available on the company's investor relations website.
• 3mo ago AI analysis › Press Release
New research from Voya sheds light on the opportunities public sector employees have to improve their retirement confidence
Voya Financial released new research highlighting its status as the number one provider of 457(b) deferred compensation plans, serving approximately 4 million participants with an average client tenure of 31 years.
The company reported meaningful organic growth in the government sector, having on-boarded approximately $30 billion in assets and 1 million new participants between January 2025 and the first quarter of 2026.
The survey found that 89% of government employees feel prepared for retirement, though nearly 80% expressed interest in receiving guidance to improve their investment decision-making confidence.
• 3mo ago AI analysis › Press Release
FuturePlan Launches PATH PEP in Collaboration with Voya Financial, Bringing Institutional Retirement Capabilities to the Mid- and Large-Market
FuturePlan by Ascensus launched the PATH Pooled Employer Plan (PATH PEP) in collaboration with Voya Financial, targeting mid- and large-market employers with institutional-grade retirement capabilities.
Under the agreement, Voya serves as the recordkeeper and trustee, while FuturePlan acts as the pooled plan provider and TPA, creating an end-to-end solution designed to simplify plan management and strengthen fiduciary oversight.
The new product features an open-architecture approach that allows for greater advisor discretion and is intended to scale with employer needs.
• 4mo ago AI analysis › Press Release ⚠ 1
Voya Equity Closed End Funds Declare Distributions
Voya Asia Pacific High Dividend Equity Income Fund (IAE) declared a monthly distribution of $0.065 per share, payable July 15, 2026 to shareholders of record on July 1, 2026.
The distribution is estimated to be composed of 16% net investment income and 84% return of capital, consistent with the fund's high-yield strategy.
As of May 29, 2026, the fund's NAV was $9.32, with a tax YTD distribution rate of 21.10%.
• 4mo ago AI analysis › Press Release
VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND, VOYA GLOBAL EQUITY DIVIDEND AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya Global Advantage and Premium Opportunity Fund (IGA) announced a monthly distribution of $0.085 per share, payable June 15, 2026.
The distribution is estimated to be sourced 33% from net investment income and 67% from net realized short-term capital gains, with no return of capital in the current month.
Cumulative year-to-date distributions for IGA stand at $0.425 per share, representing a 4.00% distribution rate relative to the May 31 NAV.
• 4mo ago AI analysis › Press Release
Christine Cappabianca joins Voya Investment Management as head of Systematic Equities
Voya Investment Management appointed Christine Cappabianca as head of Systematic Equities, reporting to CIO James Lydotes.
Cappabianca will oversee the firm’s $24 billion suite of active and passive systematic equity strategies, including its Machine Intelligence and Quantitative Equity products.
She joins from Impax Asset Management, where she served as head of Systematic Investments, bringing over 20 years of experience in the space.
• 4mo ago AI analysis › Press Release ● Major ⚠ 3
Voya Investment Management Closed-End Funds Announce Proposed Mergers
Voya Investment Management has recommended, and the boards of IAE and IHD have approved, a merger of these closed-end funds into the open-end Voya Multi-Manager Emerging Markets Equity Fund (IEMLX).
The transaction requires shareholder approval at special meetings, with proxy materials expected to be filed with the SEC in the coming weeks.
Voya has secured support from a large institutional investor in each fund to back the mergers and remain passive for a period, signaling confidence in the execution of the reorganization.
• 4mo ago AI analysis › Press Release
Voya Investment Management launches new multi-manager alternative CITs
Voya Investment Management launched two new multi-manager Collective Investment Trusts (CITs) for defined contribution retirement plans.
The V-ALT Multi-Manager Alternative Fixed Income and Equity funds combine multiple managers within a single structure to reduce concentration risk and access alternative strategies.
Global Trust Company serves as the trustee and discretionary manager, while Voya provides investment advice and oversight. Voya IM currently manages approximately $353 billion in assets.
• 4mo ago AI analysis › Press Release ⚠ 3
TCIM Sends Letter to Voya Financial’s Board of Directors Calling on Them to Urgently Initiate a Formal Strategic Review and Engage with All Interested Parties
TOMS Capital Investment Management (TCIM), one of Voya’s largest shareholders, sent a letter to the board demanding an urgent formal strategic review, including a potential sale of the company.
TCIM attributes Voya’s persistent trading discount to management’s strategic indecisiveness and the board’s failure to oversee performance, citing the ill-fated Benefitfocus acquisition as a key example of poor capital allocation.
The activist argues that Voya’s core franchise is strong, with nearly 10 million accounts and $1 trillion in assets, but is being held back by leadership that lacks credibility and urgency in a consolidating industry.
• 4mo ago AI analysis › SEC Filing
VOYA: 8-K · proxy statement
Voya Financial, Inc. reported the results of its Annual Meeting of Stockholders held on May 21, 2026. All twelve nominees for the Board of Directors were elected, with each receiving over 98% of the votes cast in favor.
Stockholders also approved the advisory vote on executive compensation (say-on-pay) with approximately 98.7% support. Additionally, shareholders ratified the appointment of Ernst & Young LLP as the independent registered public accounting firm for fiscal year 2026.
SEC 8-K • 5mo ago Press Release ⚠ 1
Voya Equity Closed End Funds Declare Distributions
Voya Asia Pacific High Dividend Equity Income Fund (IAE) declared a monthly distribution of $0.065 per share, payable June 15, 2026, to shareholders of record on June 1, 2026.
The distribution is estimated to be 85% return of capital and 15% net investment income, consistent with the fund's high-yield structure.
As of April 30, 2026, the fund's NAV was $8.70, with a tax YTD distribution rate of 2.99%.
• 5mo ago AI analysis › Press Release
VOYA GLOBAL ADVANTAGE AND PREMIUM OPPORTUNITY FUND & VOYA INFRASTRUCTURE, INDUSTRIALS AND MATERIALS FUND ANNOUNCES PAYMENT OF MONTHLY DISTRIBUTION
Voya Global Advantage and Premium Opportunity Fund (IGA) declared a monthly distribution of $0.085 per share, payable May 15, 2026.
The distribution is estimated to be sourced primarily from realized capital gains, with 61% from short-term gains and 23% from long-term gains, and only 16% from net investment income.
Cumulative distributions for the tax year-to-date stand at $0.34 per share, representing an annualized distribution rate of 9.66% of NAV as of April 30, 2026.
• 5mo ago AI analysis › Press Release ⚠ 3
TCIM Comments on Voya Financial’s First Quarter Earnings
TOMS Capital Investment Management, a major Voya shareholder, issued a scathing critique of CEO Heather Lavallee and the Board, citing a lack of strategic urgency and a de-rated valuation multiple despite Voya surpassing $1 trillion in assets.
The firm highlighted that Voya's three-year shareholder return ranks 14th out of 17 against its peer set, arguing that management has 'burned credibility' since the 2023 CEO transition.
TCIM called for management to initiate a formal review of all strategic alternatives, stating that 'hope is not a strategy' and criticizing compensation packages for top executives.
• 5mo ago AI analysis › Press Release ● Major
Voya Financial announces first-quarter 2026 results
Voya Financial reported Q1 2026 net income of $165 million, or $1.75 per share, up 23% year-over-year, while adjusted operating earnings rose 13% to $2.26 per share.
Growth was broad-based across Retirement, Investment Management, and Employee Benefits segments, driven by strong commercial momentum and positive capital markets.
The company generated approximately $200 million of excess capital and returned $194 million to shareholders via buybacks and dividends, additionally authorizing a new $150 million repurchase program for Q2.
• 5mo ago AI analysis › Press Release ⚠ 2
TCIM Issues Statement on Voya Financial
TCIM, a major shareholder of Voya Financial, issued a public statement criticizing the company's management and board for a lack of urgency regarding the stop-loss business.
TCIM argues that this indecisiveness has impaired Voya's earnings multiple and eroded credibility with investors and the research community.
The firm suggests there is strategic interest and scarcity value for assets like Voya, citing recent sales of Janus Henderson and Schroders at higher multiples, and encourages interested parties to contact the board.
• 5mo ago AI analysis › Press Release
Voya Financial Welcomes Executive Order Promoting Retirement-Savings Access for American Workers
Voya Financial endorsed a new Executive Order directing the U.S. Treasury Department to create a platform for private-sector IRAs, aiming to expand retirement access for millions of Americans.
The order includes a 'Saver’s Match' provision, providing a Treasury contribution of up to $1,000 annually for qualifying taxpayers, which becomes effective on January 1, 2027.
Voya executives indicated the company plans to engage with the Treasury to evaluate how its retirement and wealth management solutions can support the new framework.
• 5mo ago AI analysis › Press Release
Voya Financial declares common and preferred stock dividends
Voya Financial’s board declared a common stock dividend of $0.47 per share for the first quarter of 2026.
The dividend is payable on June 26, 2026, to shareholders of record as of May 26, 2026.
Additionally, the board set a quarterly dividend of $13.3750 per share on its Series B 5.35% fixed-rate reset non-cumulative preferred stock.
• 5mo ago AI analysis › Recent SEC filings with analysis 
