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    What Voya Financial (VOYA)'s Buybacks, OneAmerica Integration and 2025 Results Reveal for Shareholders

    Simply Wall St·01/05/2026 20:17:14
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    • Voya Financial, originally spun off from ING, has scheduled the release of its fourth-quarter and full-year 2025 results for early February 2026, alongside updates on integrating its OneAmerica acquisition and recent share repurchase activity.
    • The company’s combination of buybacks, integration progress, and exposure to regulatory changes like SECURE 2.0 is drawing attention to how effectively it can convert its workplace benefits and savings franchise into stronger long-term fundamentals.
    • We’ll now examine how Voya’s fresh buyback authorization and upcoming earnings update could influence its existing investment narrative and outlook.

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    Voya Financial Investment Narrative Recap

    To own Voya Financial, you generally need to believe in the long term value of its workplace benefits and savings platform, and its ability to translate scale into resilient earnings and cash generation. The upcoming fourth quarter 2025 results and integration update on OneAmerica look like the key near term catalyst, while execution risk around acquisitions and margin stability in Health Solutions remains the most important current risk. The new buyback authorization does not materially change those near term drivers.

    The recent announcement of a further US$150 million share repurchase authorization for Q1 2026 is the most directly relevant update here, as it sits alongside Voya’s ongoing integration of OneAmerica and upcoming earnings release. Together, these events give investors fresh information on how management is allocating capital, how free cash flow is holding up, and whether integration efforts are tracking closely enough to support the longer term thesis.

    Yet against that backdrop, investors should also be aware of the integration and execution risk around...

    Read the full narrative on Voya Financial (it's free!)

    Voya Financial's narrative projects $8.4 billion revenue and $1.0 billion earnings by 2028.

    Uncover how Voya Financial's forecasts yield a $84.80 fair value, a 12% upside to its current price.

    Exploring Other Perspectives

    VOYA 1-Year Stock Price Chart
    VOYA 1-Year Stock Price Chart

    Two members of the Simply Wall St Community currently see Voya’s fair value between US$84.80 and about US$100.68, underscoring how far opinions can spread even on the same numbers. Set this against Voya’s acquisition integration risk and fee pressure, and it becomes even more important to weigh several independent views before deciding how the business might perform over time.

    Explore 2 other fair value estimates on Voya Financial - why the stock might be worth just $84.80!

    Build Your Own Voya Financial Narrative

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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.