Every material Form 8-K Voya Financial has filed with the SEC since July 08, 2024, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
Voya Financial reported third-quarter 2026 net income available to common shareholders of $193 million, or $2.09 per diluted share, up from $176 million, or $1.80, a year earlier. The board also raised the quarterly dividend 21% to $0.57 per share and increased the share repurchase authorization by $500 million, which matters to shareholders because it changes how much cash the company returns to them.
Net income available to common shareholders was $193 million, or $2.09 per diluted share, versus $176 million, or $1.80, in third-quarter 2025.
After-tax adjusted operating earnings were $240 million, or $2.60 per diluted share, versus $239 million, or $2.45, a year earlier, and included $25 million of pre-tax severance expense.
Quarterly common dividend rises 21% to $0.57 per share, beginning in the fourth quarter of 2026.
Repurchase authorization increased by $500 million, on top of about $163 million of remaining capacity as of Sep. 30, 2026.
Voya Financial said executive Santhosh Keshavan, its Chief Technology and Operations Officer and a named executive officer, will take the role of Chief Risk and Global Operating Officer effective January 1, 2027. Rajat Kalia will become Chief Technology Officer at that time, so the filing describes a reassignment of senior roles rather than a change in the company's financial results.
Santhosh Keshavan moves to Chief Risk and Global Operating Officer, effective January 1, 2027
Rajat Kalia becomes Chief Technology Officer on the same date
The filing states the new role is not a principal operating officer position under Item 5.02
Announced October 2, 2026; filed by Julie Watson, Vice President, Counsel and Corporate Secretary
Voya Financial reported second-quarter 2026 net income available to common shareholders of $90 million, or $0.97 per diluted share, down from $162 million, or $1.66, a year earlier. After-tax adjusted operating earnings fell to $140 million, or $1.51 per diluted share, from $240 million, or $2.46, mainly due to lower alternative investment income and about $40 million of pre-tax severance expenses, while total revenues declined to $1.9 billion from $2.0 billion. Management expects operating efficiency actions to offset the severance cost within two quarters and describes a robust outlook for the second half of 2026, but the filing gives no numeric guidance.
Total revenues were $1,896 million for the three months ended June 30, 2026, versus $1,981 million a year earlier; income before income taxes was $34 million, versus $188 million.
Retirement pre-tax adjusted operating earnings were $190 million, down from $235 million, though fee-based revenues rose 10% year over year.
Investment Management pre-tax adjusted operating earnings rose 12% to $57 million, and assets under management were $377 billion as of June 30, 2026.
Excess capital was approximately $150 million, and capital returns of about $200 million included a $150 million accelerated share repurchase completed at an average price of $78.97.
Voya Financial reported first-quarter 2026 net income available to common shareholders of $165 million, or $1.75 per diluted share, up from $139 million, or $1.42, a year earlier. Adjusted operating earnings rose to $214 million, or $2.26 per diluted share, from $195 million, or $2.00, and the company returned about $200 million of capital to shareholders in the quarter through buybacks and dividends.
Net income available to common shareholders was $165 million, or $1.75 per diluted share, up 23% from $139 million, or $1.42, in Q1 2025.
After-tax adjusted operating earnings were $214 million, or $2.26 per diluted share, up 13% from $195 million, or $2.00.
The company repurchased $150 million of stock and paid $44 million in common dividends in Q1, and agreed to repurchase another $150 million in Q2 2026.
Management will discuss the results on a conference call on May 6, 2026 at 10 a.m. ET.
Voya Financial completed a registered public offering of $400 million in 5.050% senior notes maturing March 2, 2036, with net proceeds of about $395.2 million. The company plans to use the proceeds for general corporate purposes, which may include repaying $447 million of 3.65% notes due June 15, 2026.
Offering: $400 million aggregate principal of 5.050% senior notes due March 2, 2036, completed March 2, 2026
Net proceeds to Voya of approximately $395.2 million after commissions and estimated expenses
Possible use: repayment at maturity of $447 million of 3.65% senior notes due June 15, 2026
Interest payable March 2 and September 2 each year, starting September 2, 2026
Voya Financial reported fourth-quarter and full-year 2025 results, with fourth-quarter net income to common shareholders rising to $136 million from $93 million. Full-year after-tax adjusted operating earnings rose to $861 million, or $8.85 per diluted share, from $736 million, while full-year GAAP net income to common shareholders slipped to $613 million from $626 million.
Q4 2025 net income to common shareholders was $136 million, or $1.41 per diluted share, versus $93 million, or $0.94, in Q4 2024.
Full-year 2025 adjusted operating earnings were $861 million, or $8.85 per diluted share, versus $736 million, or $7.25, in 2024.
Full-year 2025 net income to common shareholders was $613 million, or $6.29 per diluted share, versus $626 million, or $6.17, in 2024; the company cited prior-year divestment gains and tax benefits that did not repeat.
Excess capital generated for 2025 was approximately $775 million, a 19% increase; remaining share repurchase authorization was $562 million as of Dec. 31, 2025.
Voya Financial reported third-quarter 2025 net income available to common shareholders of $176 million, or $1.80 per diluted share, up from $98 million, or $0.98, a year earlier. Adjusted operating earnings were $239 million, or $2.45 per diluted share, compared with $1.90 in the prior-year period, and the Board authorized a 4% increase in the quarterly dividend to $0.47 per share starting in the fourth quarter of 2025.
Net income available to common shareholders was $176 million, or $1.80 per diluted share, versus $98 million, or $0.98, in third-quarter 2024.
Adjusted operating earnings were $239 million, or $2.45 per diluted share, versus $1.90 a year earlier; the company said the Employee Benefits segment's trailing twelve-month adjusted operating margin fell to 6.0% from 16.6%.
The quarterly common stock dividend rises $0.02, or 4%, to $0.47 per share beginning in the fourth quarter of 2025.
Voya will host a conference call on Wednesday, Nov. 5, 2025, at 10 a.m. ET.
Voya Financial reported second-quarter 2025 net income available to common shareholders of $162 million, or $1.66 per diluted share, down from $201 million, or $1.96 per diluted share, a year earlier. After-tax adjusted operating earnings rose to $240 million, or $2.46 per diluted share, from $223 million, or $2.18, as the company cited earnings from the business acquired from OneAmerica. The GAAP decline reflected investment losses and severance expenses, and total revenues fell to $1,981 million from $2,033 million.
Net income available to common shareholders: $162 million ($1.66 per diluted share) vs. $201 million ($1.96) in Q2 2024
After-tax adjusted operating earnings: $240 million ($2.46 per diluted share) vs. $223 million ($2.18) in Q2 2024
Total revenues: $1,981 million vs. $2,033 million; net losses on investments were $41 million vs. $4 million a year earlier
Returned $44 million to shareholders through common dividends in the quarter; about $0.3 billion of excess capital as of June 30, 2025
Voya Financial reported first-quarter 2025 results on May 6, 2025. Net income available to common shareholders fell to $139 million, or $1.42 per diluted share, from $234 million, or $2.24, a year earlier, while adjusted operating earnings rose to $195 million, or $2.00 per diluted share, from $185 million, or $1.77. For shareholders, the picture is mixed: the adjusted measure improved mainly due to the OneAmerica acquisition, but reported profit and total revenues declined.
Net income available to common shareholders was $139 million, or $1.42 per diluted share, versus $234 million, or $2.24, in first-quarter 2024.
Adjusted operating earnings were $195 million, or $2.00 per diluted share, versus $185 million, or $1.77; the filing cites the OneAmerica acquisition as the main driver.
Total revenues were $1,969 million versus $2,051 million, as the prior period included net investment gains that did not repeat.
Health Solutions adjusted operating earnings were $46 million, down from $59 million, and its trailing twelve-month adjusted operating margin fell to 2.7% from 23.9%.
Voya Financial reported fourth-quarter 2024 net income available to common shareholders of $93 million, or $0.94 per diluted share, down from $118 million, or $1.10, a year earlier. For full-year 2024, GAAP net income rose to $626 million, or $6.17 per diluted share, from $589 million, or $5.42, but adjusted operating earnings fell in dollar terms to $736 million from $763 million, as higher loss ratios in Health Solutions offset gains in Wealth Solutions and Investment Management. The company returned $800 million to shareholders in 2024 and completed the OneAmerica retirement plan acquisition on Jan. 2, 2025.
Fourth-quarter 2024 adjusted operating earnings were $138 million, or $1.40 per diluted share, compared with $174 million, or $1.63, in the fourth quarter of 2023.
Health Solutions posted a fourth-quarter 2024 pre-tax adjusted operating loss of $102 million, compared with earnings of $44 million a year earlier, driven by higher Stop Loss loss ratios.
The company returned $800 million of capital to shareholders in 2024 and had a remaining share repurchase authorization of $761 million as of Dec. 31, 2024.
Voya will host a conference call on Feb. 5, 2025, at 10 a.m. ET to discuss the results.
Voya Financial said claims on its January 2024 Stop Loss policy year are running worse than expected, raising the expected loss ratio to 90%-105% from 86%, and it cut its fourth-quarter 2024 Health Solutions net underwriting gain estimate. The company also said Robert Grubka, CEO of Workplace Solutions, will leave at the end of 2024, and that it expects 2025 Stop Loss in-force premiums to fall 10% to 20%.
January 2024 Stop Loss loss ratio now expected at 90%-105%, up from 86% as of September 30, 2024, based on claims through November 30, 2024
Fourth-quarter 2024 Health Solutions net underwriting gain (GAAP pre-tax) estimate cut to a loss of $85 million to a gain of $140 million, from $180 million to $220 million
Annualized in-force premiums for January 2025 policy year expected to decline 10% to 20% versus January 2024; Company still expects 2024 capital returns of approximately $800 million
Robert Grubka, CEO of Workplace Solutions, will depart at the end of 2024
Voya Financial reported third-quarter 2024 results on Nov. 4, 2024. Net income available to common shareholders fell to $98 million, or $0.98 per diluted share, from $248 million, or $2.29, a year earlier, while adjusted operating earnings rose to $190 million, or $1.90 per diluted share, from $1.74. The board also authorized an additional $500 million of share repurchases, and the company said higher loss ratios in Stop Loss weighed on Health Solutions.
Net income available to common shareholders was $98 million, or $0.98 per diluted share, versus $248 million, or $2.29, in third-quarter 2023; the prior year included tax benefits and a Voya India revaluation gain.
Adjusted operating earnings were $190 million, or $1.90 per diluted share, versus $189 million, or $1.74, a year earlier.
Total revenues were $1,956 million versus $1,823 million in the prior-year quarter.
The board authorized an additional $500 million of share repurchases, and the company expects to return $0.8 billion of capital for full-year 2024.
Voya Financial completed a registered public offering of $400 million of 5.000% Senior Notes due 2034 on September 20, 2024, with aggregate net proceeds of approximately $396.0 million. The company intends to use the proceeds for general corporate purposes, which may include repaying its $400 million 3.976% Senior Notes maturing February 15, 2025.
Notes: $400 million principal, 5.000% interest, maturing September 20, 2034
Net proceeds to Voya of approximately $396.0 million after commissions and estimated expenses
Interest payable March 20 and September 20 each year, starting March 20, 2025
Proceeds may repay $400 million of 3.976% Senior Notes due February 15, 2025
Voya Financial said CFO Don Templin will retire and step down from his role effective at the close of business on December 31, 2024, and will then serve as a strategic advisor until he retires in the first quarter of 2025. Michael Katz, currently executive vice president of Finance, will become executive vice president and chief financial officer on January 1, 2025, so the change in finance leadership is planned and announced ahead of the handover.
Don Templin steps down as CFO at the close of business on December 31, 2024, and becomes a non-executive strategic advisor until retiring in Q1 2025.
Michael Katz, 48, joins as EVP and CFO effective January 1, 2025; he has been EVP, Finance since November 2022 and joined the company in 2004.
Katz will also remain responsible for investor relations and all aspects of finance, according to the press release.
No compensation arrangements for Katz or Templin's advisory role had been entered into as of the filing date; any such arrangement will be disclosed within four business days.
Voya Financial reported second-quarter 2024 net income available to common shareholders of $201 million, or $1.96 per diluted share, up from $154 million, or $1.41, a year earlier. Adjusted operating earnings fell to $223 million, or $2.18 per diluted share, from $243 million, or $2.21, mainly due to lower net underwriting gains in Health Solutions. The board also approved a dividend increase to $0.45 per share from the third quarter, which the company said is supported by $174 million in share repurchases during the quarter.
Net income available to common shareholders: $201 million ($1.96 per diluted share) vs. $154 million ($1.41) in Q2 2023, helped by investment gains.
Adjusted operating earnings: $223 million ($2.18 per diluted share) vs. $243 million ($2.21), mainly from lower Health Solutions underwriting gains.
Quarterly dividend to rise $0.05, or 12.5%, to $0.45 per share beginning in Q3 2024.
Capital returned in Q2 2024 included $174 million in share repurchases and $40 million in common stock dividends; $551 million remains under the repurchase authorization.
Voya Financial's board appointed William J. Mullaney as a director effective July 5, 2024, raising the board to twelve members. He also joined the Audit, Technology, Innovation and Operations, and Nominating, Governance and Social Responsibility committees, and the board determined he is independent under NYSE standards.
William J. Mullaney appointed director effective July 5, 2024
Board size increases to twelve directors
Mullaney joins Audit, Technology, Innovation and Operations, and Nominating, Governance and Social Responsibility committees
Board determined Mullaney is independent under NYSE standards; he will receive non-employee director compensation described in the April 11, 2024 proxy statement
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