UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 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. (NYSE:VOYA) Q1 2024 Earnings Conference Call May 1, 2024 10:00 AM ET Company Participants Mike Katz - Executive Vice President, Finance Heather Lavallee - Chief Executive Officer Don Templin - Chief Financial Officer Matt Toms - Head, Investment Management Rob Grubka - Head, Workplace Solutions Conference Call Participants Mike Ward - Citigroup Ryan Krueger - KBW Wes Carmichael - Autonomous Research Tom Gallagher - Evercore ISI Wilma Burdis - Raymond James Suneet Kamath - Jefferies Nick ...

Voya Financial First Quarter 2024 Investor Presentation May 1, 2024 Forward-Looking and Other Cautionary Statements This presentation and the remarks made orally contain forward-looking statements. The company does not assume any obligation to revise or update these statements to reflect new information, subsequent events or changes in strategy. Forward-looking statements include statements relating to future developments in our business or expectations for our future financial performance and any statement ...

Exhibit 99.2 Quarterly Investor Supplement March 31, 2024 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, 2024. 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. Corporate Offices: Investor Contact: Voya Financial Michael K ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— Commission File Number: 001-35897 FORM 10-K Voya Financial, Inc. ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to | (Exact name of registrant as specified in its charter) | | | | --- | --- | --- | | Delaware ...

Voya Financial, Inc. (NYSE:VOYA) Q4 2023 Earnings Conference Call February 7, 2024 10:00 AM ET Company Participants Michael Katz - Executive Vice President, Finance Heather Lavallee - Chief Executive Officer Donald Templin - Executive Vice President and Chief Financial Officer Matt Toms - Chief Executive Officer, Voya Investment Management Rob Grubka - Chief Executive Officer, Workplace Solutions Conference Call Participants John Barnidge - Piper Sandler Tom Gallagher - Evercore ISI Ryan Krueger - KBW Jimmy ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 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) Delaware 52-122282 ...

Financial Data and Key Metrics Changes - The company generated $1.74 per share of adjusted operating earnings in Q3 2023, including notable items, and is on track to achieve an EPS target of 12% to 17% for the three-year period ending in 2024 [6][7][38] - Adjusted operating EPS was $2.07, compared to $2.24 in the prior-year quarter, reflecting a decrease [20] - GAAP net income was $248 million, and free cash flow generation was over $200 million, exceeding the 90% target [21][36] Business Line Data and Key Metrics Changes - In Wealth Solutions, full-service recurring deposits increased by 10%, with total client assets rising to $510 billion, including $3 billion in net flows for Q3 [7][22] - Health Solutions saw annualized in-force premiums and fees grow by 21%, with total aggregate loss ratio at 66% on a trailing 12-month basis [8][27] - Investment Management experienced net outflows of $4.3 billion in Q3, primarily due to the transition from the former international distribution partnership [32] Market Data and Key Metrics Changes - The international retail segment contributed over $1 billion in positive net flows, indicating strong market performance [9] - The company anticipates premium growth at the high end of the 7% to 10% target range in Health Solutions for 2024 [9][31] - Investment Management's unfunded pipeline is over $10 billion, with expectations of returning to at least 2% organic growth [10][33] Company Strategy and Development Direction - The company is focused on successful integration of strategic acquisitions, including AllianzGI and Benefitfocus, to diversify revenues and enhance market presence [13][15] - The acquisition of Voya India is expected to enhance technology and customer experience, driving growth in workplace and investment management businesses [16][17] - The company aims to maintain expense discipline while investing for growth, with a strong pipeline supporting future expansion [11][38] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving the EPS growth target despite macroeconomic headwinds and moderating stop-loss favorability [46] - The company is optimistic about the growth pipeline across all business segments, with a focus on capital return to shareholders [43][63] - Management highlighted the importance of mental health offerings and community support initiatives as part of their strategic vision [18] Other Important Information - The company maintained a strong exit capital position of approximately $400 million and generated $200 million of excess capital in Q3 [12][36] - The company plans to return approximately $200 million in capital in Q4, focusing on share repurchases and dividends [43][36] Q&A Session All Questions and Answers Question: Additional color on investment management pipeline and NNIP relationship - Management expects outflows from the NNIP relationship in Q4 of $0.5 billion to $1 billion, with a pipeline over 3x the size compared to the previous year [40][41] Question: EPS CAGR expectations - Management remains confident in the 12% to 17% EPS growth guidance, though recent macro headwinds may affect reaching the top end of the range [45][46] Question: Benefitfocus cross-selling and growth expectations - Management indicated that cross-selling efforts are ongoing, but significant changes may take time due to the technology-driven sales cycle [52][56] Question: Impact of Department of Labor fiduciary rule - Management acknowledged it is early to assess the impact but is focused on delivering for participants [57] Question: Confidence in wealth solutions pipeline - Management expressed high confidence in the $12 billion pipeline, indicating clients are in implementation [59][60] Question: Capital deployment strategy - Management plans to continue deploying capital generated in prior quarters while returning excess capital to shareholders [62][63] Question: Voya India and expense discipline - Management emphasized ongoing expense discipline and opportunities for savings through automation and technology [66][68] Question: Alternative investment income performance - Management plans to pre-release alternative investment performance to provide better guidance [72] Question: Legal reserve details - Management indicated that the legal reserve is not yet at a stage for detailed disclosure but is considered a non-repeatable item [75][76] Question: Medical stop-loss business volatility - Management acknowledged the volatility in the medical stop-loss business and emphasized a disciplined approach to underwriting [86][88]

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q 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) | | | | | --- | --- | --- | --- | | Delaware | | | 52-1222820 | | (State or other jurisdiction of incorporation or organization) | | | (IRS Employer Identification No. ...

Voya Financial Second Quarter 2023 Investor Presentation August 2, 2023 Forward-Looking and Other Cautionary Statements This presentation and the remarks made orally contain forward-looking statements. The company does not assume any obligation to revise or update these statements to reflect new information, subsequent events or changes in strategy. Forward-looking statements include statements relating to future developments in our business or expectations for our future financial performance and any state ...