How Investors Are Reacting To Voya Financial (VOYA) Boosting Q3 Results, Dividend, and Share Buyback

• Voya Financial recently reported strong third-quarter 2025 results, with revenue reaching US$2.13 billion and net income of US$192 million, both above the previous year, alongside an announced 4.4% increase in the company's quarterly common stock dividend and a completed share repurchase tranche totaling US$100 million.
• These developments underscore management's ongoing emphasis on shareholder returns and highlight successful integration of acquisitions, particularly OneAmerica's retirement plan business, that have contributed to growth in earnings and business scale.
• We will look at how Voya's robust financial performance and increased capital returns factor into the company's investment narrative and growth outlook.

Rare earth metals are an input to most high-tech devices, military and defence systems and electric vehicles. The global race is on to secure supply of these critical minerals. Beat the pack to uncover the 35 best rare earth metal stocks of the very few that mine this essential strategic resource.

Voya Financial Investment Narrative Recap

To own Voya Financial, an investor must believe in the company's ability to leverage demographic trends and technological advancement to expand its position in retirement and benefits solutions. Voya's strong third-quarter 2025 earnings reinforce execution on these strategies, with a clear short-term catalyst in continued integration of recent acquisitions like OneAmerica; the biggest current risk remains margin pressure from ongoing fee competition and healthcare cost volatility, neither of which has been materially altered by the latest results.

The announcement of a 4.4% increase in Voya's quarterly common stock dividend stands out as particularly relevant, demonstrating the company's consistent capital return policy following a period of robust performance. This move highlights management's confidence in near-term cash flows while the company invests in scalable growth and navigates industry headwinds.

However, investors should be aware that ongoing fee compression across the retirement and asset management sectors could...

Read the full narrative on Voya Financial (it's free!)

Voya Financial's narrative projects $8.4 billion revenue and $1.0 billion earnings by 2028. This requires 1.8% yearly revenue growth and a $508 million increase in earnings from the current $492 million.

Uncover how Voya Financial's forecasts yield a $84.73 fair value, a 18% upside to its current price.

Exploring Other Perspectives

Fair value estimates from the Simply Wall St Community span US$84.73 to US$119.34 across two independent views. While fee competition challenges margins, these diverse perspectives remind you to consider a range of outcomes before making decisions.

Explore 2 other fair value estimates on Voya Financial - why the stock might be worth as much as 66% more than the current price!

Build Your Own Voya Financial Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Voya Financial research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Voya Financial research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Voya Financial's overall financial health at a glance.

Interested In Other Possibilities?

Our top stock finds are flying under the radar-for now. Get in early:

• These 12 companies survived and thrived after COVID and have the right ingredients to survive Trump's tariffs. Discover why before your portfolio feels the trade war pinch.
• We've found 16 US stocks that are forecast to pay a dividend yield of over 6% next year. See the full list for free.
• Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com