Voya Financial stock declined 7.4%. The company announced fourth-quarter and full-year 2025 results on February 3, 2026. For the full year, Voya generated approximately $775 million in excess capital, a 19% increase over the prior year, and delivered over $1 billion in pre-tax adjusted operating earnings. Full-year 2025 after-tax adjusted operating earnings were $861 million, or $8.85 per diluted share. However, fourth-quarter earnings per diluted share were $1.94, missing analyst expectations of $2.11. Additionally, Vanguard Group reduced its stake in Voya by 0.7% during the third quarter, selling 78,296 shares while maintaining an 11.64% ownership position valued at approximately $839.5 million.
Read full analysisVoya Financial stock declined 7.4%. The company announced fourth-quarter and full-year 2025 results on February 3, 2026. For the full year, Voya generated approximately $775 million in excess capital, a 19% increase over the prior year, and delivered over $1 billion in pre-tax adjusted operating earnings. Full-year 2025 after-tax adjusted operating earnings were $861 million, or $8.85 per diluted share. However, fourth-quarter earnings per diluted share were $1.94, missing analyst expectations of $2.11. Additionally, Vanguard Group reduced its stake in Voya by 0.7% during the third quarter, selling 78,296 shares while maintaining an 11.64% ownership position valued at approximately $839.5 million.
Voya Financial is a mid-cap financial services firm focused on retirement planning, investment management, and employee benefits, primarily serving workplace retirement plans and institutional clients. The company reported strong 2025 results with over 20% adjusted EPS growth and retirement AUM surpassing $1 trillion, but shares have been in persistent decline since early February amid investor skepticism about near-term momentum. The current two-day rout of roughly 13% — far exceeding sector and peer losses — suggests a stock-specific dynamic beyond the broader financials selloff.