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Voya Financial, Inc.

VOYAleader

Voya Financial specializes in workplace retirement plans and employee benefits, serving 50,000+ employer clients. It spun off from ING Group in 2013 and has simplified its business to focus on retirement, employee benefits, and investment management.

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Products & Revenue

Product Revenue Share

Revenue Breakdown ($1.9B)

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Wealth Solutions (60%)
Health Solutions (28%)
Investment Management (12%)

Segment Breakdown & Key Customers

Product Details

Workplace Solutions (Retirement)60%

401(k), 403(b), and defined benefit plan administration for corporate and government employers. Manages $540B+ in retirement assets.

Employee Benefits28%

Group life, disability, dental, and vision insurance for mid-large employers.

Investment Management12%

Institutional asset management in fixed income and alternatives.

Macro & Market Context

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Upcoming Catalysts

JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)Fed FOMC 회의 (2026.05, 06)Basel III Endgame 최종 규정 확정

Latest News

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AI Analysis

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Company Info

Headquarters

New York, NY

Founded

2013

Employees

6,100

Website

voya.com

Sector Overview금융

Sector News

금리 인하 사이클 + 자본시장 회복 — IB 수수료·대출 스프레드 동시 개선

Fed Funds Rate

4.25~4.50%

M&A 거래 규모 (2026Q1)

$842B (+34% YoY)

은행 NIM (평균)

2.85%

신용카드 연체율

3.2% (10년 최고)

Key Themes

  • 금리 인하 → 모기지·기업대출 수요 회복 기대
  • M&A·IPO 재개 — Goldman·Morgan Stanley IB 수수료 급증
  • 핀테크 규제 완화 기대 — Block·Affirm·Upstart 수혜

Upcoming Catalysts

  • JPM·BAC·GS·MS Q1 실적 (2026.04.14~17)
  • Fed FOMC 회의 (2026.05, 06)