Voya Financial-Here's What Key Metrics Tell Us About Voya (VOYA) Q1 Earnings

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]