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8-K ·Filed Apr 21, 2026

VOYA

Voya Financial, Inc.
NEUTRAL
Impact 4/10
Horizonweeks Processed6mo ago SEC0001535929-26-000064
8-K context-dependent: Items 7.01
Actionable Insight • Neutral

Monitor Voya's full earnings release on May 5, 2026, for confirmation of these AUM figures and any updates to revenue, earnings guidance, or fee margins that could impact valuation. The current AUM data suggests stability in asset levels, but the absence of performance or flow data limits forward-looking implications.

DirectionNeutral
Confidencehigh
Horizonweeks
Final — all horizons settled through T+60d
VOYA-PB ▼ -2.44% at T+60d
NEUTRAL call -2.44% · α vs SPY -7.22% · entry $24.18 → $23.59
Entry = T+0 close
Apr 21, 2026
via day close
T+1d
-0.45%
call -0.45% · α -0.06%
$24.07
settled 6mo ago
T+5d
-0.74%
call -0.74% · α -0.80%
$24.00
settled 6mo ago
T+20d
-0.62%
call -0.62% · α -3.79%
$24.03
settled 5mo ago
T+60d
-2.44%
call -2.44% · α -7.22%
$23.59
settled 3mo ago

Price Chart

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Executive Summary

Voya Financial disclosed preliminary assets under management (AUM) for its Investment Management segment as of March 31, 2026, totaling $353 billion. The breakdown includes $98 billion in equity, $152 billion in public fixed income, and $86 billion in private fixed income assets, among others. This early disclosure precedes the company's full quarterly earnings release scheduled for May 5, 2026.

Key Facts

  • Preliminary AUM for Voya's Investment Management segment was $353 billion as of March 31, 2026.
  • AUM by asset type: $98 billion equity, $152 billion fixed income - public, $86 billion fixed income - private, $15 billion alternatives, $3 billion money market.
  • AUM by client type: $170 billion institutional external, $147 billion retail external, $37 billion company general account.
  • All client assets reported on a market value basis.
  • Full quarterly results and financial supplement to be released on May 5, 2026.

Financial Impact

$353 billion in total AUM as of March 31, 2026, with $317 billion in external client assets and $37 billion in company general account assets.

assets under managementinvestment management revenuefee-based revenue

Risk Factors

  • Preliminary AUM does not reflect client flows, performance, or fee rates, which are critical for revenue implications.
  • Market value-based reporting may fluctuate with capital markets, affecting future AUM figures.

Market Snapshot

Exchange
NYSE
Sector
Life Insurance

Investment Themes

Traditional Finance

Documents Analyzed

This report is based on 4 SEC documents filed with EDGAR.

DocumentAccession Number
8-K Filing (Primary)0001535929-26-000064
Document: 0001535929-26-000064-index-headers.html0001535929-26-000064
Document: 0001535929-26-000064-index.html0001535929-26-000064
Document: 0001535929-26-000064.txt0001535929-26-000064
9 reports for VOYA
Performance horizon
75% Hit rate @ T+1 3 of 4 directional calls Went positive at some point 3 of 4 best @ T+20▲ +1.87%Apr 8, 2026
Filters
Rows
Reports for VOYA — sortable, filterable
TypeNow
Oct 15, 2026
10d ago
8-K
NEUTRAL ★ 3/10
$94.01 $93.42▼ −0.63%▼ −1.05%$96.57 (+2.72%)
Oct 13, 2026
13d ago
Press Release
BEARISH ★ 6/10
$95.52 $95.12▲ +0.42%▼ −0.66%$96.57 (−1.10%)
Oct 9, 2026
17d ago
DFAN14A
BULLISH ★ 6/10
$94.91 $95.52▲ +0.64%▲ +0.65%$96.57 (+1.75%)
Oct 7, 2026
18d ago
DFAN14A
BULLISH ★ 6/10
$96.64 $94.67▼ −2.04%▼ −2.64%$96.57 (−0.07%)
Oct 6, 2026
19d ago
8-K
NEUTRAL ★ 3/10
$96.77 $96.64▼ −0.13%▲ +0.29%$96.57 (−0.21%)
Jun 12, 2026
19w ago
Institutional Cluster
MIXED ★ 4/10
$91.48 $91.17▼ −0.34%▼ −2.10%$96.57 (+5.56%)
Apr 21, 2026
26w ago
8-K
NEUTRAL ★ 4/10
$24.18 $24.07▼ −0.45%▼ −0.06%$96.57 (+299.38%)
Apr 10, 2026
28w ago
DEFA14A
NEUTRAL ★ 2/10
$23.67 $23.73▲ +0.25%▼ −0.96%$96.57 (+307.98%)
Apr 8, 2026
28w ago
8-K
BULLISH ★ 7/10
$23.58 $23.59▲ +0.04%▲ +0.10%$96.57 (+309.54%)
Showing 9 of 9

US Market Status

Market Closed — Opens Tue (17h 29m)

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Report published Apr 21, 2026