The Bull Case For Voya Financial (VOYA) Could Change Following Strategic Partnership With Workday Wellness Integration

Simply Wall St
  • Voya Financial recently announced it has been named a Strategic Workday Wellness Partner for Health, integrating its supplemental health and retirement solutions with Workday Wellness’ AI-powered platform to offer personalized, data-driven benefits administration for employers and employees.
  • This partnership marks a significant expansion of Voya’s digital capabilities, enabling clients already using Workday to access more efficient and flexible workplace benefits experiences through real-time insights and automation.
  • We’ll now examine how this collaboration with Workday, aimed at streamlining benefits administration, could shape Voya’s investment narrative moving forward.

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Voya Financial Investment Narrative Recap

To be a shareholder in Voya Financial, you need confidence in its ability to grow by delivering integrated, tech-enabled benefits and retirement solutions amid fee pressure and competitive threats in the financial services sector. The new Workday Wellness partnership could help address near-term competitive risks by strengthening Voya’s digital capabilities, but there is no immediate evidence this will offset the current challenges of fee compression and margin pressure facing the industry. Voya’s recent collaboration with BlackRock to add the LifePath Paycheck® solution for guaranteed lifetime income stands out as highly relevant, reinforcing the company’s focus on digital and product innovation to drive participant engagement, a key catalyst in supporting revenue and margin growth. Yet, investors should also consider that increased digital competition, particularly from fintechs and large asset managers, remains a risk worth watching...

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 earnings increase from $492.0 million today.

Uncover how Voya Financial's forecasts yield a $83.27 fair value, a 9% upside to its current price.

Exploring Other Perspectives

VOYA Earnings & Revenue Growth as at Sep 2025

The Simply Wall St Community produced two fair value estimates for Voya Financial, ranging from US$83.27 to US$86.16 per share. At the same time, growing digital competition could influence how these differing perspectives play out in Voya’s future performance, see what other investors think and why their opinions may vary.

Explore 2 other fair value estimates on Voya Financial - why the stock might be worth just $83.27!

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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.

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