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Voya Financial, Inc. (NYSE:VOYA), a major player in the life insurance sector with a market capitalization of $5.5 billion and strong financial health according to InvestingPro analysis, reported on Monday that its Investment Management (IM) segment’s assets under management (AUM) stood at $345 billion as of March 31, 2025. The company, currently trading below its Fair Value, has maintained consistent dividend payments for 13 consecutive years while achieving a healthy 12.5% dividend growth over the last year. This disclosure, made in advance of the company’s quarterly earnings release confirmed for May 6, 2025, provides a snapshot of Voya’s financial status leading into their comprehensive quarterly report. With a P/E ratio of 9.1 and strong profitability metrics, InvestingPro subscribers can access detailed analysis and 10+ additional key insights about Voya’s financial position through the platform’s comprehensive Pro Research Report.
The breakdown of AUM by asset type reveals a diverse portfolio. Equity assets accounted for $93 billion, while public and private fixed income assets represented $147 billion and $84 billion respectively. Alternative assets contributed $18 billion, and money market assets made up $3 billion of the total AUM. Despite recent market challenges, with the stock experiencing a nearly 29% decline over the past six months, Voya maintains robust liquidity with a current ratio of 8.6.
Voya’s AUM also includes assets from various client types. Institutional external client assets amounted to $161 billion, with retail external client assets close behind at $147 billion. Additionally, the company’s general account assets were reported at $37 billion. It’s important to note that external client assets are primarily reported on a market value basis, whereas general account assets are reported on a statutory book value basis, aligning with the revenues earned.
This information, based on a press release statement, is not considered filed for purposes of Section 18 of the Securities Exchange Act of 1934, nor is it incorporated by reference in any filing under the Securities Act of 1933, except as expressly referenced in such a filing.
Investors and analysts often look to AUM as a key indicator of a financial institution’s performance and capacity to generate fee revenue. With revenue of $8.05 billion in the last twelve months and a healthy gross profit margin of 52.3%, Voya’s report of its AUM positions the company for close scrutiny when it releases its full earnings report in May. For deeper insights into Voya’s valuation and financial metrics, investors can access the complete analysis through InvestingPro’s comprehensive research tools.
In other recent news, Voya Financial reported that its alternative investment income for the first quarter of 2025 is projected to be significantly below its long-term expectations. The preliminary figures suggest pre-tax alternative investment income will range between $24 million and $34 million, falling short of the company’s forecast by approximately $15 million to $25 million. Additionally, Voya Financial has launched the MyCompass Target (NYSE:TGT) Date Blend Series, a new collection of collective investment trusts aimed at providing diversified and cost-effective retirement solutions. The series is designed to maximize wealth early in participants’ careers and reduce risk as they approach retirement.
Voya Financial has also announced a leadership change, appointing Trevor Ogle as the new Chief Legal Officer, effective May 2, 2025. In the realm of analyst ratings, BofA Securities downgraded Voya Financial’s stock from Neutral to Underperform, lowering the price target to $71 due to concerns over earnings projections and cash flow. Conversely, Morgan Stanley (NYSE:MS) upgraded the stock rating to Overweight, raising the price target to $87, citing confidence in the company’s long-term growth strategy. These developments indicate varying perspectives among analysts regarding Voya Financial’s future performance.
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