VOYA RSI Chart
Last 7 days
-0.2%
Last 30 days
-5.3%
Last 90 days
-5.9%
Trailing 12 Months
-9.4%
Historical Charts for Stock Metrics
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2023 | 6.3B | 6.6B | 7.1B | 7.3B |
2022 | 7.6B | 6.7B | 6.0B | 5.9B |
2021 | 7.6B | 8.4B | 8.3B | 7.7B |
2020 | 7.3B | 7.0B | 7.2B | 7.6B |
2019 | 7.3B | 7.5B | 7.5B | 7.5B |
2018 | 8.2B | 7.8B | 7.5B | 7.2B |
2017 | 8.6B | 8.7B | 8.8B | 8.6B |
2016 | 10.9B | 10.0B | 8.4B | 8.8B |
2015 | 11.0B | 11.3B | 11.8B | 11.2B |
2014 | 9.6B | 10.2B | 10.9B | 11.1B |
2013 | 9.9B | 8.7B | 8.6B | 8.8B |
2012 | 9.7B | 9.7B | 9.6B | 9.6B |
2011 | 0 | 0 | 0 | 9.7B |
2010 | 0 | 0 | 0 | 9.3B |
Stocks Marked 'Very Cheap' by Grufity's Fair Value Model Have Outperformed Russell 2000 Index
Small Caps and Mid Caps are mostly overlooked by investors as all the focus goes to Magnificent 7. These stocks that are not part of the beauty contest require a deeper look. However, all large cap stocks were once small caps. Grufity's Fair Value model opens up this unverse as it separates high-performing, rewarding stocks from low-performing risky stocks. <b>Russell 2000 stocks that were marked 'Very Cheap' by the model doubled in three years while the index was flat.</b>
Returns of $10,000 invested in:
Very Cheap Stocks: $21,859
Russell 2000 Index: $10,334
Very Expensive Stocks: $8,224
Russell 2000 stocks considered 'Very Cheap' by the model greatly outperformed Russell 2000 index and the 'Very Expensive' bucket over past three years.
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
Feb 21, 2024 | oh tony d | sold | -35,408 | 68.6201 | -516 | see remarks |
Feb 21, 2024 | martin rodney o jr | sold (taxes) | -129,080 | 68.99 | -1,871 | - |
Feb 21, 2024 | martin rodney o jr | acquired | 129,080 | 68.99 | 1,871 | - |
Feb 21, 2024 | ogle trevor | sold | -438,068 | 69.3475 | -6,317 | see remarks |
Feb 21, 2024 | martin rodney o jr | sold | -6,795,570 | 68.53 | -99,162 | - |
Feb 20, 2024 | martin rodney o jr | acquired | - | - | 157,380 | - |
Feb 20, 2024 | keshavan santhosh | sold (taxes) | -549,477 | 70.14 | -7,834 | see remarks |
Feb 20, 2024 | grubka robert l. | sold (taxes) | -685,759 | 70.14 | -9,777 | see remarks |
Feb 20, 2024 | lavallee heather h. | sold (taxes) | -988,693 | 70.14 | -14,096 | see remarks |
Feb 20, 2024 | lavallee heather h. | acquired | - | - | 29,950 | see remarks |
Which funds bought or sold VOYA recently?
View All DetailsDatesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
Apr 24, 2024 | Spire Wealth Management | sold off | -100 | -7,761 | - | -% |
Apr 24, 2024 | Cambridge Investment Research Advisors, Inc. | new | - | 701,000 | 701,000 | -% |
Apr 24, 2024 | DekaBank Deutsche Girozentrale | reduced | -87.81 | -101,308,000 | 14,313,000 | 0.03% |
Apr 24, 2024 | CENTRAL TRUST Co | unchanged | - | 1,603 | 123,447 | -% |
Apr 24, 2024 | Robeco Institutional Asset Management B.V. | sold off | -100 | -10,944,000 | - | -% |
Apr 24, 2024 | BROWN ADVISORY INC | reduced | -0.51 | 21,448 | 2,713,160 | -% |
Apr 24, 2024 | RITHOLTZ WEALTH MANAGEMENT | reduced | -17.55 | -150,081 | 761,852 | 0.03% |
Apr 24, 2024 | LEAVELL INVESTMENT MANAGEMENT, INC. | unchanged | - | 5,000 | 370,000 | 0.02% |
Apr 23, 2024 | WETZEL INVESTMENT ADVISORS, INC. | added | 49.52 | 2,692 | 10,692 | 0.01% |
Apr 23, 2024 | KIRR MARBACH & CO LLC /IN/ | sold off | -100 | -9,474,510 | - | -% |
Unveiling Voya Financial Inc's Major ShareHolders
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Peers (Alternatives to Voya Financial Inc)
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
GS | 136.7B | 68.5B | 16.06 | 2 | ||||
CME | 76.3B | 5.6B | 23.65 | 13.58 | ||||
ICE | 75.5B | 9.9B | 31.87 | 7.62 | ||||
COIN | 52.7B | 3.1B | 555.77 | 16.96 | ||||
FDS | 16.0B | 2.2B | 32.62 | 7.41 | ||||
IBKR | 12.3B | 6.2B | 4.38 | 1.98 | ||||
MID-CAP | ||||||||
JEF | 9.2B | 8.2B | 35.12 | 1.12 | ||||
HLI | 8.2B | 1.8B | 31.53 | 4.44 | ||||
EVR | 7.0B | 2.4B | 27.39 | 2.86 | ||||
FRHC | 4.0B | 1.4B | 11.99 | 2.87 | ||||
CLSK | 3.9B | 214.4M | -47.4 | 18.05 | ||||
SMALL-CAP | ||||||||
DFIN | 1.8B | 797.2M | 22.03 | 2.27 | ||||
AMRK | 880.8M | 10.0B | 7.97 | 0.09 | ||||
COHN | 12.7M | 83.0M | -2.16 | 0.15 | ||||
AAMC | 7.7M | 3.2M | -0.24 | 2.43 |
Voya Financial Inc News
Income Statement (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Revenue | -0.2% | 1,819 | 1,823 | 1,871 | 1,835 | 1,555 | 1,345 | 1,524 | 1,506 | 1,619 | 2,009 | 2,503 | 1,595 | 2,224 | 2,071 | 1,669 | 1,685 | 1,810 | 1,875 | 1,969 | 1,824 | 1,851 |
Operating Expenses | 7.8% | 773 | 717 | 770 | 836 | 673 | 632 | 605 | 632 | 636 | 642 | 706 | 602 | 741 | 630 | 643 | 640 | 767 | 629 | 668 | 689 | 598 |
EBITDA Margin | - | 0.11* | - | 0.12* | 0.11* | 0.11* | 0.15* | 0.18* | 0.28* | 0.39* | 0.39* | 0.32* | 0.21* | 0.08* | - | - | - | - | - | - | - | - |
Interest Expenses | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | - | 24.00 | 51.00 | 42.00 | 42.00 | 38.00 |
Income Taxes | 77.0% | -17.00 | -74.00 | 28.00 | 12.00 | -54.00 | 29.00 | 9.00 | 11.00 | -138 | 40.00 | 112 | -48.00 | 54.00 | -72.00 | 6.00 | -6.00 | -258 | -1.00 | 33.00 | 9.00 | -31.00 |
Earnings Before Taxes | -40.7% | 102 | 172 | 263 | 141 | 83.00 | 71.00 | 152 | 122 | 608 | 411 | 1,028 | 1,038 | 495 | -145 | -42.00 | 44.00 | 84.00 | 148 | 248 | 94.00 | 126 |
EBT Margin | -0.8% | 0.09* | 0.09* | 0.08* | 0.07* | 0.07* | 0.11* | 0.15* | 0.24* | 0.36* | 0.36* | 0.29* | 0.18* | - | - | - | - | - | - | - | - | - |
Net Income | -53.4% | 122 | 262 | 158 | 83.00 | 194 | 180 | 68.00 | 68.00 | 651 | 156 | 463 | 1,100 | 261 | -319 | -62.00 | -86.00 | -790 | 133 | 231 | 66.00 | 120 |
Net Income Margin | -13.6% | 0.09* | 0.10* | 0.09* | 0.08* | 0.09* | 0.12* | 0.10* | 0.14* | 0.27* | 0.24* | 0.18* | 0.13* | - | - | - | - | - | - | - | - | - |
Free Cashflow | -9.7% | 364 | 403 | 705 | 146 | 209 | 408 | 343 | 352 | 160 | 167 | 601 | -945 | - | - | - | - | - | - | - | - | - |
Balance Sheet | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Assets | 5.2% | 157,085 | 149,265 | 154,616 | 151,208 | 146,606 | 144,048 | 147,520 | 161,806 | 171,262 | 168,417 | 168,194 | 162,861 | 180,518 | 171,328 | 166,876 | 155,669 | 168,990 | 167,581 | 165,871 | 162,661 | 155,382 |
Cash Equivalents | 21.9% | 1,118 | 917 | 1,349 | 824 | 1,007 | 840 | 85.00 | 1,011 | 202 | 1,677 | 1,765 | 1,170 | 212 | 1,052 | 1,110 | 1,033 | 212 | 1,155 | 1,178 | 806 | 209 |
Goodwill | 0% | 748 | 748 | 646 | 646 | 327 | 252 | - | - | 72.00 | - | - | - | 48.00 | - | - | - | - | - | - | - | - |
Liabilities | 4.7% | 151,032 | 144,306 | 149,088 | 145,521 | 141,609 | 138,210 | 141,307 | 154,102 | 161,441 | 158,422 | 158,419 | 153,862 | 169,340 | 160,829 | 156,653 | 147,475 | 158,829 | 156,366 | 155,135 | 152,858 | 146,437 |
Short Term Borrowings | -50.0% | 1.00 | 2.00 | 143 | 143 | 141 | 141 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 1.00 | 97.00 | 1.00 | 1.00 |
Long Term Debt | 0.1% | 2,097 | 2,095 | 2,095 | 2,094 | 2,094 | 2,094 | 2,385 | 2,406 | 2,595 | 2,970 | 2,969 | 2,969 | 3,044 | 3,043 | 3,043 | 3,042 | 3,042 | 3,041 | 3,041 | 3,136 | 3,136 |
LT Debt, Non Current | 0.1% | 2,097 | 2,095 | 2,095 | 2,094 | 2,094 | 2,094 | 2,385 | 2,406 | 2,595 | 2,970 | 2,969 | 2,969 | 3,044 | 3,043 | 3,043 | 3,042 | 3,042 | 3,041 | 3,041 | 3,136 | 3,136 |
Shareholder's Equity | 34.1% | 4,193 | 3,127 | 5,357 | 3,954 | 3,349 | 4,506 | 5,298 | 7,184 | 9,668 | 9,995 | 9,775 | 8,999 | 11,178 | 10,499 | 10,223 | 8,194 | 10,161 | 10,500 | 10,002 | 8,997 | 8,153 |
Additional Paid-In Capital | -7.8% | 6,143 | 6,664 | 6,695 | 6,693 | 6,643 | 7,945 | 7,500 | 7,504 | 7,542 | 11,215 | 11,143 | 11,177 | 11,183 | 11,213 | 11,227 | 11,232 | 11,184 | 24,671 | 24,642 | 24,310 | 24,316 |
Shares Outstanding | -2.1% | 103 | 105 | 106 | 98.00 | 97.00 | 97.00 | 98.00 | 102 | 108 | 112 | 113 | 121 | - | - | - | - | - | - | - | - | - |
Minority Interest | 1.6% | 1,685 | 1,659 | 1,660 | 1,567 | 1,482 | 1,590 | 1,697 | 1,506 | 1,568 | 1,606 | 1,413 | 1,068 | 1,068 | 988 | 741 | 838 | 822 | 660 | 675 | 741 | 792 |
Float | - | - | - | 7,600 | - | - | - | 5,800 | - | - | - | 6,900 | - | - | - | 5,900 | - | - | - | 7,700 | - | - |
Cashflow (Quarterly) | ||||||||||||||||||||||
Description | (%) Q/Q | 2023Q4 | 2023Q3 | 2023Q2 | 2023Q1 | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 | 2021Q3 | 2021Q2 | 2021Q1 | 2020Q4 | 2020Q3 | 2020Q2 | 2020Q1 | 2019Q4 | 2019Q3 | 2019Q2 | 2019Q1 | 2018Q4 |
Cashflow From Operations | -9.7% | 364 | 403 | 715 | 156 | 219 | 418 | 353 | 362 | 170 | 177 | 611 | -936 | 574 | 356 | 508 | -76.00 | 459 | 302 | 418 | 131 | 234 |
Cashflow From Investing | 93.7% | 833 | 430 | 797 | 472 | - | -372 | -1,171 | -403 | -360 | -600 | 181 | 452 | -636 | -875 | -139 | -811 | -374 | -954 | 117 | -44.00 | -333 |
Cashflow From Financing | 21.3% | -996 | -1,265 | -987 | -811 | -147 | -150 | 732 | -407 | -55.00 | 391 | -333 | -268 | 588 | 545 | -158 | 727 | 11.00 | 546 | -86.00 | -592 | -152 |
Dividend Payments | -71.4% | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | 4.00 | 14.00 | -2.00 | 20.00 | -22.00 | 19.00 | 19.00 | 20.00 | 21.00 | 20.00 | 2.00 | 1.00 | 1.00 |
Buy Backs | 214.0% | 157 | 50.00 | 162 | - | - | - | 250 | 500 | 310 | 411 | 137 | 255 | 150 | - | - | 366 | 200 | 250 | 436 | 250 | 275 |
Consolidated Statements of Operations - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2023 | Dec. 31, 2022 | Dec. 31, 2021 | |
Revenues: | |||
Net investment income | $ 2,159 | $ 2,281 | $ 2,774 |
Fee income | 1,916 | 1,742 | 1,813 |
Premiums | 2,717 | 2,423 | (3,388) |
Net gains (losses) | (72) | (686) | 1,415 |
Other Income | 327 | 148 | 579 |
Net investment income | 301 | 22 | 981 |
Total revenues | 7,348 | 5,930 | 4,174 |
Benefits and expenses: | |||
Policyholder benefits | 1,960 | 1,566 | (3,234) |
Interest credited to contract owner account balances | 1,076 | 962 | 1,046 |
Operating expenses | 3,096 | 2,542 | 2,586 |
Net amortization of Deferred policy acquisition costs and Value of business acquired | 230 | 240 | 456 |
Interest expense | 132 | 134 | 186 |
Operating expenses related to CIEs:, Interest expense | 166 | 49 | 38 |
Operating expenses related to CIEs:, Other expense | 10 | 9 | 11 |
Total benefits and expenses | 6,670 | 5,502 | 1,089 |
Income (loss) from continuing operations before income taxes | 678 | 428 | 3,085 |
Income tax expense (benefit) | (51) | (5) | (34) |
Income (loss) from continuing operations | 729 | 433 | 3,119 |
Income (loss) from discontinued operations, net of tax | 0 | 0 | 12 |
Net income (loss) | 729 | 433 | 3,131 |
Less: Net income (loss) attributable to noncontrolling interest and redeemable noncontrolling interest | 104 | (77) | 761 |
Net income (loss) available to Voya Financial, Inc. | 625 | 510 | 2,370 |
Less: Preferred stock dividends | 36 | 36 | 36 |
Net income (loss) available to Voya Financial, Inc.'s common shareholders | $ 589 | $ 474 | $ 2,334 |
Net income (loss) per common share: | |||
Income (loss) from continuing operations available to Voya Financial, Inc.'s common shareholders | $ 5.74 | $ 4.70 | $ 19.91 |
Income (loss) available to Voya Financial, Inc.'s common shareholders | 5.74 | 4.70 | 20.02 |
Income (loss) from continuing operations available to Voya Financial, Inc.'s common shareholders | 5.42 | 4.30 | 18.46 |
Income (loss) available to Voya Financial, Inc.'s common shareholders | $ 5.42 | $ 4.30 | $ 18.56 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2023 | Dec. 31, 2022 |
---|---|---|
Investments: | ||
Short-term investments under securities loan agreements, including collateral delivered | $ 1,015.0 | $ 1,179.0 |
Accrued investment income | 411.0 | 425.0 |
Premium receivable and reinsurance recoverable (net of allowance for credit losses of $28 and $32 as of 2023 and 2022, respectively) | 11,982.0 | 12,426.0 |
Deferred policy acquisition costs and Value of business acquired | 2,250.0 | 2,363.0 |
Deferred income taxes | 2,160.0 | 2,223.0 |
Goodwill | 748.0 | 327.0 |
Other Intangible Assets, Net | 857.0 | 631.0 |
Assets held in separate accounts | 93,133.0 | 80,174.0 |
Total assets | 157,085.0 | 146,606.0 |
Liabilities: | ||
Future policy benefits | 9,560.0 | 9,719.0 |
Contract owner account balances | 39,174.0 | 42,455.0 |
Payables under securities loan agreement, including collateral held | 1,121.0 | 1,302.0 |
Short-term debt | 1.0 | 141.0 |
Long-term debt | 2,097.0 | 2,094.0 |
Derivatives | 371.0 | 389.0 |
Liabilities related to separate accounts | 93,133.0 | 80,174.0 |
Liabilities | 151,032.0 | 141,609.0 |
Commitments and Contingencies (Note 20) | ||
Redeemable noncontrolling interest | 175.0 | 166.0 |
Shareholders' equity: | ||
Preferred stock ($0.01 par value per share; $625 aggregate liquidation preference as of 2023 and 2022) | 0.0 | 0.0 |
Common stock ($0.01 par value per share; 900,000,000 shares authorized; 103,584,699 and 97,789,852 shares issued as of 2023 and 2022, respectively; 102,854,569 and 97,186,970 shares outstanding as of 2023 and 2022, respectively) | 1.0 | 1.0 |
Treasury stock (at cost; 730,130 and 602,882 shares as of 2023 and 2022, respectively) | (56.0) | (39.0) |
Additional paid-in capital | 6,143.0 | 6,643.0 |
Accumulated other comprehensive income (loss) | (2,400.0) | (3,055.0) |
Retained earnings (deficit): | ||
Unappropriated | 505.0 | (201.0) |
Total Voya Financial, Inc. shareholders' equity | 4,193.0 | 3,349.0 |
Noncontrolling interest | 1,685.0 | 1,482.0 |
Total shareholder's equity | 5,878.0 | 4,831.0 |
Total liabilities and shareholder's equity | 157,085.0 | 146,606.0 |
Excluding consolidated VIEs | ||
Investments: | ||
Fixed maturities, Available-for-sale | 25,375.0 | 27,044.0 |
Fixed maturities, at fair value using the fair value option | 2,076.0 | 2,151.0 |
Equity securities, at fair value | 236.0 | 336.0 |
Short-term investments | 213.0 | 356.0 |
Mortgage loans on real estate/ Corporate loans | 5,192.0 | 5,427.0 |
Policy loans | 352.0 | 363.0 |
Limited partnerships/corporations | 1,621.0 | 1,781.0 |
Derivatives | 311.0 | 422.0 |
Other investments | 64.0 | 68.0 |
Securities pledged (amortized cost of $1,232 and $1,303 as of 2023 and 2022, respectively) | 1,160.0 | 1,162.0 |
Total investments | 36,600.0 | 39,110.0 |
Cash and cash equivalents | 937.0 | 919.0 |
Other assets | 2,372.0 | 2,625.0 |
Liabilities: | ||
Other liabilities | 2,956.0 | 2,901.0 |
VIEs | ||
Investments: | ||
Mortgage loans on real estate/ Corporate loans | 1,404.0 | 1,293.0 |
Limited partnerships/corporations | 2,861.0 | 2,802.0 |
Cash and cash equivalents | 181.0 | 88.0 |
Other assets | 174.0 | 21.0 |
Liabilities: | ||
Other liabilities | 1,287.0 | 1,200.0 |
Collateralized loan obligations notes, at fair value using the fair value option | $ 1,332.0 | $ 1,234.0 |