UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2025 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35897 Voya Financial, Inc. | (Exact name of registrant as specified in its charter) | | | | | --- | --- | --- | --- ...

Voya Financial, Inc. (VOYA) reported first-quarter 2025 adjusted operating earnings of $2.15 per share, which beat the Zacks Consensus Estimate by 35.2%. The bottom line increased 14.4% year over year.  (Find the latest EPS estimates and surprises on Zacks Earnings Calendar.)The results reflected accretion from business from OneAmerica, positive capital markets and net inflows across the business, partially offset by higher expenses in Health Solutions due to strategic investments in Short-Term Disability a ...

Voya Financial (VOYA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Company Participants Mei Ni Chu - VP - IRHeather Lavallee - CEO & Board MemberMichael Katz - EVP & CFORyan Krueger - Managing DirectorJay Kaduson - CEO - Workplace SolutionsThomas Gallagher - Senior Managing DirectorElyse Greenspan - Managing DirectorKenneth Lee - Vice PresidentMatt Toms - CEO - Voya Investment Management Conference Call Participants Joel Hurwitz - Lead AnalystWes Carmichael - Senior AnalystSuneet Kamath - Senior Research ...

Voya Financial (VOYA) Q1 2025 Earnings Call May 07, 2025 10:00 AM ET Speaker0 Good morning. Welcome to Voya Financial's First Quarter twenty twenty five Earnings Conference Call. All participants will be in a listen only mode. Please note this event is being recorded. I would now like to turn the call over to May Nie Chew, Head of Investor Relations. Please go ahead. Speaker1 Good morning and thank you for joining us for Voya Financial's first quarter twenty twenty five earnings conference call. As a remind ...

Core Insights - Voya Financial reported revenue of $294 million for Q1 2025, a 2.4% increase year-over-year, with EPS at $2.15 compared to $1.88 in the same quarter last year, exceeding Zacks Consensus Estimates for both revenue and EPS [1] - The company experienced a revenue surprise of +21.90% and an EPS surprise of +35.22% compared to analyst expectations [1] Financial Performance Metrics - Total Assets Under Management (AUM) and Assets Under Administration (AUA) in Wealth Solutions reached $694.18 billion, surpassing the average estimate of $667.24 billion [4] - Client Assets in Wealth Solutions - Full Service were $228.60 billion, below the average estimate of $252.60 billion [4] - Client Assets in Wealth Solutions - Recordkeeping were $401.12 billion, exceeding the average estimate of $351.32 billion [4] - Fee income revenue was $570 million, lower than the estimated $598.98 million but representing an 11.1% increase year-over-year [4] - Net investment income revenue was $560 million, exceeding the estimate of $493.49 million, marking a 5.9% year-over-year increase [4] - Premiums revenue was $737 million, below the estimated $807.52 million, reflecting a 7.9% decrease year-over-year [4] - Adjusted Operating Revenues for Investment Management - Total were $243 million, slightly below the estimate of $245.39 million, with a 3.9% year-over-year increase [4] - Adjusted Operating Revenues for Investment Management - Fee income was $236 million, close to the estimate of $237.09 million, with a 4% year-over-year increase [4] - Adjusted Operating Revenues for Investment Management - Net investment income and net gains (losses) were $6 million, exceeding the estimate of $5.53 million but showing a 33.3% year-over-year decline [4] - Adjusted Operating Revenues for Corporate - Net investment income and net gains (losses) were $6 million, surpassing the estimate of $5 million, with a 50% year-over-year increase [4] - Adjusted Operating Revenues for Corporate - Total were $6 million, exceeding the estimate of $5.38 million, also reflecting a 50% year-over-year increase [4] Stock Performance - Voya's shares returned +10.4% over the past month, compared to the S&P 500 composite's +11.5% change, with a Zacks Rank of 5 (Strong Sell), indicating potential underperformance in the near term [3]

Voya Financial (VOYA) came out with quarterly earnings of $2.15 per share, beating the Zacks Consensus Estimate of $1.59 per share. This compares to earnings of $1.88 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 35.22%. A quarter ago, it was expected that this retirement, investment and insurance company would post earnings of $0.71 per share when it actually produced earnings of $1.50, delivering a surprise of 111.27%.Over ...

Voya Financial First Quarter 2025 Call Information contained herein is proprietary, confidential and non-public and is not for public release. Forward-Looking and Other Cautionary Statements Key Themes & Strategic Priorities Information contained herein is proprietary, confidential and non-public and is not for public release. 3 Investor Value Proposition Diverse, complementary and capital-light businesses with attractive returns Consistent strong free cash flow Healthy balance sheet 1Q'25 Highlights Inform ...

Exhibit 99.2 Quarterly Investor Supplement March 31, 2025 This report should be read in conjunction with Voya Financial, Inc.'s Quarterly Report on Form 10-Q for the Three Months Ended March 31, 2025. Voya Financial's Annual Reports on Form 10-K, and Quarterly Reports on Form 10-Q, can be accessed upon filing at the Securities and Exchange Commission's website at www.sec.gov, and at our website at investors.voya.com. All information is unaudited. Voya Financial Mei Ni Chu 200 Park Avenue IR@voya.com New Yor ...

Core Insights - Albert Anthony is a Croatian-American media personality who has gained over 1,000 followers on investor platforms since 2023, focusing on markets and stocks [1] - He is set to launch a new book titled "Financial Markets: Growing A Dividend Income Portfolio" in 2025, which aligns with his ongoing article series on the same topic [1] - Albert Anthony has a background in management and information systems, having worked in a top-10 financial firm's IT department [1] Company Overview - Albert Anthony & Co. is a sole proprietorship registered in Austin, Texas, and is wholly owned by Albert Anthony [1] - The company does not provide personalized financial advisory services but offers general market commentary based on publicly available data [1] - The Future Investor Fund, launched by Albert Anthony, focuses on building a dividend portfolio [1] Educational Background - Albert Anthony has completed degrees and certificates from several institutions, including Drew University, Corporate Finance Institute, and UVA Darden School of Business [1] - He has attended various business and innovation conferences in Southeast Europe and has spoken at startup and digital nomad events [1]

Core Viewpoint - Voya Financial reported a mixed performance in its Q4 2024 earnings, with adjusted operating earnings per share of $1.50, significantly beating estimates but showing a year-over-year decline of 23.8% due to higher loss ratios and lower spread-based assets [2][11]. Financial Performance - Adjusted operating revenues reached $1.9 billion, marking a 12.5% increase year-over-year, while net investment income slightly decreased by 0.2% to $521 million [3]. - Fee income rose by 11% to $543 million, and premiums increased by 17.4% to $790 million [3]. - Total benefits and expenses were $1.8 billion, up 10% from the previous year [3]. Segment Analysis - Wealth Solutions saw adjusted operating earnings of $210 million, a 42.8% increase year-over-year, driven by fee-based revenue growth and disciplined expense management [4]. - Health Solutions reported a pre-tax adjusted operating loss of $102 million, a decline from a profit of $44 million in the previous year, primarily due to higher loss ratios [5]. - Investment Management posted pre-tax adjusted operating earnings of $66 million, up 46.7% year-over-year, benefiting from strong business momentum and positive capital markets [6]. - Corporate segment incurred pre-tax adjusted operating losses of $27 million, an improvement from a loss of $34 million in the prior year [7]. Financial Position - Voya Financial ended the quarter with cash and cash equivalents of $1.4 billion, a 49.3% increase year-over-year, while total investments decreased by 4.3% to $35 billion [8]. - Long-term debt was $2.1 billion, up 0.2% from the end of 2023, and the financial leverage ratio deteriorated by 250 basis points to 30.3% [8]. - Book value per share increased by 5.4% to $61.31, and the company had approximately $0.6 billion of excess capital [8]. Capital Deployment - Voya Financial returned $800 million of excess capital to shareholders in 2024, including $140 million in share repurchases and $43 million in dividends [10]. - As of December 31, 2024, the remaining share repurchase authorization stood at $761 million [10]. Full-Year Highlights - For the full year 2024, adjusted operating earnings per share were $7.79, a 3% decrease year-over-year, but still beating estimates by 17.3% [11]. - Adjusted operating revenues increased by 9.7% to $7.5 billion compared to the previous year [11]. Estimate Trends - Estimates for Voya Financial have trended downward, with a consensus estimate shift of -9.09% over the past month [12].