Voya Financial (VOYA) Valuation Check as $150 Million Share Buyback Plan Set for Early 2026

Voya Financial (VOYA) is putting real money behind its outlook by laying out plans to repurchase up to $150 million of stock in early 2026, a capital return move investors tend to watch closely.

See our latest analysis for Voya Financial.

The buyback news lands as Voya’s 1 day share price return of 2.25 percent lifts the stock to 71.26 dollars, while a 5 year total shareholder return of 35.7 percent points to steady but not explosive momentum.

If this capital return story has you thinking more broadly about where to put new money to work, now is a smart time to explore fast growing stocks with high insider ownership.

With shares still trading at a roughly 19 percent discount to Wall Street’s target and near a 24 percent gap to some intrinsic value estimates, is Voya quietly undervalued or already pricing in its next leg of growth?

Most Popular Narrative: 15.8% Undervalued

With Voya Financial last closing at 71.26 dollars against a narrative fair value of 84.60 dollars, the latest storyline leans toward upside potential grounded in execution.

The strategic focus on holistic financial wellness and bundled employee benefit solutions (including in sourced leave management and expanded voluntary offerings) is expected to increase client retention and cross selling, supporting higher net revenues and improved customer lifetime value.

Read the complete narrative.

Want to see how modest revenue growth assumptions still translate into a step change in profitability and valuation multiples? The real surprise is which margin targets and earnings runway underpin that 80 plus dollar fair value. Curious how much compression in valuation the narrative still bakes in by 2028? Read on to unpack the full framework driving this call.

Result: Fair Value of $84.60 (UNDERVALUED)

Have a read of the narrative in full and understand what's behind the forecasts.

However, elevated medical cost volatility and tougher fee competition in retirement and asset management could quickly erode the optimistic margin and growth assumptions.

Find out about the key risks to this Voya Financial narrative.

Build Your Own Voya Financial Narrative

If you want to challenge this view or dig into the numbers yourself, you can build a custom take in just a few minutes: Do it your way.

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.

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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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