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Voya (VOYA) Reports Q3 Earnings: What Key Metrics Have to Say

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For the quarter ended September 2026, Voya Financial (VOYA - Free Report) reported revenue of $375 million, up 1.4% over the same period last year. EPS came in at $2.60, compared to $2.45 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $357.31 million, representing a surprise of +4.95%. The company delivered an EPS surprise of -0.38%, with the consensus EPS estimate being $2.61.

While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

Here is how Voya performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:
  • Total AUM and AUA - Retirement: $877.98 billion versus the two-analyst average estimate of $874.25 billion.
  • Employee Benefits - Adjusted operating margin: 11.4% compared to the 15.9% average estimate based on two analysts.
  • Employee Benefits - Group life Loss Ratio (interest adjusted): 53.6% compared to the 73% average estimate based on two analysts.
  • Employee Benefits - Stop loss Loss Ratio: 84.6% versus the two-analyst average estimate of 84.3%.
  • Total AUM and AUA - General Account: $35.53 billion compared to the $36.25 billion average estimate based on two analysts.
  • Client Assets - Subtotal External Clients - Institutional: $175.57 billion compared to the $175.69 billion average estimate based on two analysts.
  • Revenues- Net investment income: $581 million versus the two-analyst average estimate of $513.26 million. The reported number represents a year-over-year change of -0.3%.
  • Revenues- Premiums: $705 million versus $737.81 million estimated by two analysts on average. Compared to the year-ago quarter, this number represents a -2% change.
  • Revenues- Fee income: $640 million versus the two-analyst average estimate of $685.13 million. The reported number represents a year-over-year change of +3.9%.
  • Adjusted Operating Revenues- Investment Management- Fee income: $247 million compared to the $253.06 million average estimate based on two analysts.
  • Adjusted Operating Revenues- Investment Management- Total: $260 million versus the two-analyst average estimate of $261.02 million.
  • Adjusted Operating Revenues- Investment Management- Net investment income and net gains (losses): $5 million versus $7.47 million estimated by two analysts on average.

View all Key Company Metrics for Voya here>>>

Shares of Voya have returned +1.5% over the past month versus the Zacks S&P 500 composite's -0.9% change. The stock currently has a Zacks Rank #3 (Hold), indicating that it could perform in line with the broader market in the near term.

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