Every material Form 8-K Voya Financial filed with the SEC in 2026, 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.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
Only material 8-Ks get a brief: results, deals, executive changes, restructuring, impairments, delisting notices, restatements, cybersecurity incidents and other disclosed events. Routine filings (vote results, exhibits only) are skipped. Every Voya Financial filing is on SEC EDGAR ↗. 8-K briefs of other companies →