VOYA RSI Chart
Last 7 days
1.1%
Last 30 days
7.8%
Last 90 days
9.5%
Trailing 12 Months
7.3%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 7.6B | 0 | 0 | 0 |
2023 | 6.3B | 6.6B | 7.1B | 7.3B |
2022 | 7.6B | 6.7B | 6.0B | 5.9B |
2021 | 7.6B | 8.4B | 8.3B | 7.7B |
2020 | 7.3B | 7.0B | 7.2B | 7.6B |
2019 | 7.3B | 7.5B | 7.5B | 7.5B |
2018 | 8.2B | 7.8B | 7.5B | 7.2B |
2017 | 8.6B | 8.7B | 8.8B | 8.6B |
2016 | 10.9B | 10.0B | 8.4B | 8.8B |
2015 | 11.0B | 11.3B | 11.8B | 11.2B |
2014 | 9.6B | 10.2B | 10.9B | 11.1B |
2013 | 9.9B | 8.7B | 8.6B | 8.8B |
2012 | 9.7B | 9.7B | 9.6B | 9.6B |
2011 | 0 | 0 | 0 | 9.7B |
2010 | 0 | 0 | 0 | 9.3B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Feb 21, 2024 | oh tony d | sold | -35,408 | 68.6201 | -516 | see remarks |
Feb 21, 2024 | martin rodney o jr | sold (taxes) | -129,080 | 68.99 | -1,871 | - |
Feb 21, 2024 | martin rodney o jr | acquired | 129,080 | 68.99 | 1,871 | - |
Feb 21, 2024 | ogle trevor | sold | -438,068 | 69.3475 | -6,317 | see remarks |
Feb 21, 2024 | martin rodney o jr | sold | -6,795,570 | 68.53 | -99,162 | - |
Feb 20, 2024 | martin rodney o jr | acquired | - | - | 157,380 | - |
Feb 20, 2024 | keshavan santhosh | sold (taxes) | -549,477 | 70.14 | -7,834 | see remarks |
Feb 20, 2024 | grubka robert l. | sold (taxes) | -685,759 | 70.14 | -9,777 | see remarks |
Feb 20, 2024 | lavallee heather h. | sold (taxes) | -988,693 | 70.14 | -14,096 | see remarks |
Feb 20, 2024 | lavallee heather h. | acquired | - | - | 29,950 | see remarks |
Which funds bought or sold VOYA recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
May 13, 2024 | PARADIGM ASSET MANAGEMENT CO LLC | unchanged | - | 2,298 | 176,964 | 0.04% |
May 13, 2024 | CI INVESTMENTS INC. | added | 19.64 | 37,000 | 210,000 | -% |
May 13, 2024 | Continuum Advisory, LLC | new | - | 9,623 | 9,623 | -% |
May 13, 2024 | STRS OHIO | added | 2.06 | 64,000 | 1,952,000 | 0.01% |
May 13, 2024 | Creative Planning | reduced | -13.22 | -63,538 | 462,584 | -% |
May 13, 2024 | XPONANCE, INC. | added | 11.03 | 124,839 | 1,123,880 | 0.01% |
May 13, 2024 | FIRST TRUST ADVISORS LP | added | 554 | 38,930,400 | 45,840,100 | 0.05% |
May 13, 2024 | Frazier Financial Advisors, LLC | reduced | -66.67 | -1,739 | 888 | -% |
May 13, 2024 | AMERICAN INTERNATIONAL GROUP, INC. | reduced | -3.38 | -216,961 | 10,074,600 | 0.04% |
May 13, 2024 | NOMURA ASSET MANAGEMENT CO LTD | unchanged | - | 1,027 | 79,094 | -% |
Unveiling Voya Financial Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Voya Financial Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 147.8B | 67.8B | 15.7 | 2.18 | ||||
ICE | 77.1B | 9.7B | 31.08 | 7.93 | ||||
CME | 75.7B | 5.7B | 23.48 | 13.36 | ||||
COIN | 49.3B | 4.0B | 36.52 | 12.41 | ||||
FDS | 16.8B | 2.2B | 34.41 | 7.82 | ||||
IBKR | 13.0B | 6.1B | 4.49 | 2.14 | ||||
MID-CAP | ||||||||
JEF | 9.8B | 8.2B | 33.71 | 1.19 | ||||
HLI | 8.7B | 1.8B | 33.75 | 4.75 | ||||
EVR | 7.5B | 2.5B | 29.21 | 3.07 | ||||
FRHC | 4.1B | 1.4B | 12.32 | 2.95 | ||||
CLSK | 3.5B | 283.6M | 55.08 | 12.34 | ||||
SMALL-CAP | ||||||||
DFIN | 1.8B | 802.0M | 18.01 | 2.24 | ||||
AMRK | 912.8M | 10.3B | 11.46 | 0.09 | ||||
COHN | 17.4M | 92.7M | 2.81 | 0.19 | ||||
AAMC | 7.8M | 3.2M | -0.24 | 2.48 |
Voya Financial Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Revenue | 12.8% | 2,051 | 1,819 | 1,823 | 1,871 | 1,835 | 1,555 | 1,345 | 1,524 | 1,506 | 1,619 | 2,009 | 2,503 | 1,595 | 2,224 | 2,071 | 1,669 | 1,685 | 1,810 | 1,875 | 1,969 | 1,824 |
Operating Expenses | 3.4% | 799 | 773 | 717 | 770 | 836 | 673 | 632 | 605 | 632 | 636 | 642 | 706 | 602 | 741 | 630 | 643 | 640 | 767 | 629 | 668 | 689 |
EBITDA Margin | 15.1% | 0.12* | 0.11* | 0.13* | 0.12* | 0.11* | 0.11* | 0.20* | 0.23* | 0.32* | 0.43* | 0.39* | 0.32* | - | - | - | - | - | - | - | - | - |
Interest Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 24.00 | 51.00 | 42.00 | 42.00 |
Income Taxes | 94.1% | -1.00 | -17.00 | -74.00 | 28.00 | 12.00 | -54.00 | 29.00 | 9.00 | 11.00 | -138 | 40.00 | 112 | -48.00 | 54.00 | -72.00 | 6.00 | -6.00 | -258 | -1.00 | 33.00 | 9.00 |
Earnings Before Taxes | 181.4% | 287 | 102 | 172 | 263 | 141 | 83.00 | 71.00 | 152 | 122 | 608 | 411 | 1,028 | 1,038 | 495 | -145 | -42.00 | 44.00 | 84.00 | 148 | 248 | 94.00 |
EBT Margin | 18.1% | 0.11* | 0.09* | 0.09* | 0.08* | 0.07* | 0.07* | 0.16* | 0.19* | 0.28* | 0.40* | 0.36* | 0.29* | - | - | - | - | - | - | - | - | - |
Net Income | 105.7% | 251 | 122 | 262 | 158 | 83.00 | 194 | 180 | 68.00 | 68.00 | 651 | 156 | 463 | 1,100 | 261 | -319 | -62.00 | -86.00 | -790 | 133 | 231 | 66.00 |
Net Income Margin | 23.3% | 0.10* | 0.09* | 0.10* | 0.09* | 0.08* | 0.09* | 0.16* | 0.14* | 0.18* | 0.31* | 0.24* | 0.18* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -36.5% | 231 | 364 | 393 | 705 | 146 | 209 | 408 | 343 | 352 | 160 | 167 | 601 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Assets | 2.9% | 161,631 | 157,085 | 149,265 | 154,616 | 151,208 | 146,606 | 144,048 | 147,520 | 161,806 | 171,262 | 168,417 | 168,194 | 162,861 | 180,518 | 171,328 | 166,876 | 155,669 | 168,990 | 167,581 | 165,871 | 162,661 |
Cash Equivalents | 5.2% | 1,176 | 1,118 | 917 | 1,349 | 824 | 1,007 | 840 | 85.00 | 1,011 | 202 | 1,677 | 1,765 | 1,170 | 212 | 1,052 | 1,110 | 1,033 | 212 | 1,155 | 1,178 | 806 |
Goodwill | 0% | 748 | 748 | 748 | 646 | 646 | 327 | 252 | - | - | 72.00 | - | - | - | 48.00 | - | - | - | - | - | - | - |
Liabilities | 3.1% | 155,760 | 151,032 | 144,306 | 149,088 | 145,521 | 141,609 | 138,210 | 141,307 | 154,102 | 161,441 | 158,422 | 158,419 | 153,862 | 169,340 | 160,829 | 156,653 | 147,475 | 158,829 | 156,366 | 155,135 | 152,858 |
Short Term Borrowings | 39200.0% | 393 | 1.00 | 2.00 | 143 | 143 | 141 | 141 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 97.00 | 1.00 |
Long Term Debt | -18.6% | 1,707 | 2,097 | 2,095 | 2,095 | 2,094 | 2,094 | 2,094 | 2,385 | 2,406 | 2,595 | 2,970 | 2,969 | 2,969 | 3,044 | 3,043 | 3,043 | 3,042 | 3,042 | 3,041 | 3,041 | 3,136 |
LT Debt, Non Current | -100.0% | - | 2,097 | 2,095 | 2,095 | 2,094 | 2,094 | 2,094 | 2,385 | 2,406 | 2,595 | 2,970 | 2,969 | 2,969 | 3,044 | 3,043 | 3,043 | 3,042 | 3,042 | 3,041 | 3,041 | 3,136 |
Shareholder's Equity | 35.9% | 5,697 | 4,193 | 3,127 | 5,357 | 3,954 | 3,349 | 4,506 | 5,298 | 7,184 | 9,668 | 9,995 | 9,775 | 8,999 | 11,178 | 10,499 | 10,223 | 8,194 | 10,161 | 10,500 | 10,002 | 8,997 |
Additional Paid-In Capital | 0.7% | 6,187 | 6,143 | 6,664 | 6,695 | 6,693 | 6,643 | 7,945 | 7,500 | 7,504 | 7,542 | 11,215 | 11,143 | 11,177 | 11,183 | 11,213 | 11,227 | 11,232 | 11,184 | 24,671 | 24,642 | 24,310 |
Shares Outstanding | -1.5% | 101 | 103 | 105 | 106 | 98.00 | 97.00 | 97.00 | 98.00 | 102 | 108 | 112 | 113 | - | - | - | - | - | - | - | - | - |
Minority Interest | -8.4% | 1,544 | 1,685 | 1,659 | 1,660 | 1,567 | 1,482 | 1,590 | 1,697 | 1,506 | 1,568 | 1,606 | 1,413 | 1,068 | 1,068 | 988 | 741 | 838 | 822 | 660 | 675 | 741 |
Float | - | - | - | - | 7,600 | - | - | - | 5,800 | - | - | - | 6,900 | - | - | - | 5,900 | - | - | - | 7,700 | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2024Q1 | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 |
Cashflow From Operations | -36.5% | 231 | 364 | 403 | 715 | 156 | 219 | 418 | 353 | 362 | 170 | 177 | 611 | -936 | 574 | 356 | 508 | -76.00 | 459 | 302 | 418 | 131 |
Cashflow From Investing | 29.9% | 1,082 | 833 | 430 | 797 | 472 | - | -372 | -1,171 | -403 | -360 | -600 | 181 | 452 | -636 | -875 | -139 | -811 | -374 | -954 | 117 | -44.00 |
Cashflow From Financing | -26.0% | -1,255 | -996 | -1,265 | -987 | -811 | -147 | -150 | 732 | -407 | -55.00 | 391 | -333 | -268 | 588 | 545 | -158 | 727 | 11.00 | 546 | -86.00 | -592 |
Dividend Payments | 925.0% | 41.00 | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | -2.00 | 20.00 | -22.00 | 19.00 | 19.00 | 20.00 | 21.00 | 20.00 | 2.00 | 1.00 |
Buy Backs | 9.6% | 172 | 157 | 50.00 | 162 | - | - | - | 250 | 500 | 310 | 411 | 137 | 255 | 150 | - | - | 366 | 200 | 250 | 436 | 250 |
Condensed Consolidated Statements of Operations (Unaudited) - USD ($) $ in Millions | 3 Months Ended | |
---|---|---|
Mar. 31, 2024 | Mar. 31, 2023 | |
Revenues: | ||
Net investment income | $ 529 | $ 545 |
Fee income | 513 | 464 |
Premiums | 800 | 685 |
Net gains (losses) | 43 | (16) |
Other revenue | 88 | 78 |
Income (loss) related to CIEs: | ||
Net investment income | 78 | 79 |
Total revenues | 2,051 | 1,835 |
Benefits and expenses: | ||
Policyholder benefits | 605 | 510 |
Interest credited to contract owner account balances | 246 | 241 |
Operating expenses | 799 | 836 |
Net amortization of Deferred policy acquisition costs and Value of business acquired | 56 | 59 |
Interest expense | 30 | 32 |
Operating expenses related to CIEs: | ||
Interest expense | 27 | 16 |
Other expense | 1 | 0 |
Total benefits and expenses | 1,764 | 1,694 |
Income (loss) before income taxes | 287 | 141 |
Income tax expense (benefit) | (1) | 12 |
Net income (loss) | 288 | 129 |
Less: Net income (loss) attributable to noncontrolling interest | 37 | 46 |
Net income (loss) available to Voya Financial, Inc. | 251 | 83 |
Less: Preferred stock dividends | 17 | 14 |
Net income (loss) available to Voya Financial, Inc.'s common shareholders | $ 234 | $ 69 |
Net income (loss) available to Voya Financial, Inc.'s common shareholders per common share: | ||
Basic (usd per share) | $ 2.29 | $ 0.70 |
Diluted (usd per share) | $ 2.24 | $ 0.63 |
Condensed Consolidated Balance Sheets - USD ($) $ in Millions | Mar. 31, 2024 | Dec. 31, 2023 |
---|---|---|
Investments: | ||
Short-term investments under securities loan agreements, including collateral delivered | $ 1,014.0 | $ 1,015.0 |
Accrued investment income | 421.0 | 411.0 |
Premium receivable and reinsurance recoverable (net of allowance for credit losses of $22 and $28 as of 2024 and 2023, respectively) | 11,828.0 | 11,982.0 |
Deferred policy acquisition costs and Value of business acquired | 2,222.0 | 2,250.0 |
Deferred income taxes | 2,178.0 | 2,160.0 |
Goodwill | 748.0 | 748.0 |
Other intangibles, net | 861.0 | 857.0 |
Assets held in separate accounts | 98,636.0 | 93,133.0 |
Total assets | 161,631.0 | 157,085.0 |
Liabilities: | ||
Future policy benefits | 9,427.0 | 9,560.0 |
Contract owner account balances | 38,442.0 | 39,174.0 |
Payables under securities loan and repurchase agreements, including collateral held | 1,220.0 | 1,121.0 |
Short-term debt | 393.0 | 1.0 |
Long-term debt | 1,707.0 | 2,097.0 |
Derivatives | 332.0 | 371.0 |
Liabilities related to separate accounts | 98,636.0 | 93,133.0 |
Total liabilities | 155,760.0 | 151,032.0 |
Commitments and Contingencies (Note 17) | ||
Mezzanine equity: | ||
Redeemable noncontrolling interest | 174.0 | 175.0 |
Shareholders' equity: | ||
Preferred stock ($0.01 par value per share; $625 aggregate liquidation preference as of 2024 and 2023) | 0.0 | 0.0 |
Common stock ($0.01 par value per share; 900,000,000 shares authorized; 104,950,844 and 103,584,699 shares issued as of 2024 and 2023, respectively; 101,291,480 and 102,854,569 shares outstanding as of 2024 and 2023, respectively) | 1.0 | 1.0 |
Treasury stock (at cost; 3,659,364 and 730,130 shares as of 2024 and 2023, respectively) | (263.0) | (56.0) |
Additional paid-in capital | 6,187.0 | 6,143.0 |
Accumulated other comprehensive income (loss) | (2,469.0) | (2,400.0) |
Retained earnings (deficit): | ||
Unappropriated | 697.0 | 505.0 |
Total Voya Financial, Inc. shareholders' equity | 4,153.0 | 4,193.0 |
Noncontrolling interest | 1,544.0 | 1,685.0 |
Total shareholders' equity | 5,697.0 | 5,878.0 |
Total liabilities, mezzanine equity and shareholders' equity | 161,631.0 | 157,085.0 |
Excluding consolidated VIEs | ||
Investments: | ||
Fixed maturities, available-for-sale, at fair value (amortized cost of $26,979 and $27,690 as of 2024 and 2023, respectively; net of allowance for credit losses of $22 and $17 as of 2024 and 2023, respectively) | 24,561.0 | 25,375.0 |
Fixed maturities, at fair value using the fair value option | 1,913.0 | 2,076.0 |
Equity securities, at fair value | 219.0 | 236.0 |
Short-term investments | 176.0 | 213.0 |
Mortgage loans on real estate (net of allowance for credit losses of $26 as of 2024 and 2023) | 5,092.0 | 5,192.0 |
Policy loans | 349.0 | 352.0 |
Limited partnerships/corporations | 1,708.0 | 1,621.0 |
Derivatives | 378.0 | 311.0 |
Other investments | 64.0 | 64.0 |
Securities pledged (amortized cost of $1,330 and $1,232 as of 2024 and 2023, respectively) | 1,227.0 | 1,160.0 |
Total investments | 35,687.0 | 36,600.0 |
Cash and cash equivalents | 995.0 | 937.0 |
Other assets | 2,418.0 | 2,372.0 |
Corporate loans, at fair value using the fair value option | 5,092.0 | 5,192.0 |
Liabilities: | ||
Other liabilities | 2,866.0 | 2,956.0 |
VIEs | ||
Investments: | ||
Mortgage loans on real estate (net of allowance for credit losses of $26 as of 2024 and 2023) | 1,500.0 | 1,404.0 |
Limited partnerships/corporations | 2,881.0 | 2,861.0 |
Cash and cash equivalents | 181.0 | 181.0 |
Other assets | 61.0 | 174.0 |
Corporate loans, at fair value using the fair value option | 1,500.0 | 1,404.0 |
Liabilities: | ||
Other liabilities | 1,369.0 | 1,287.0 |
Collateralized loan obligations notes, at fair value using the fair value option | $ 1,368.0 | $ 1,332.0 |