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Voya Financial (VOYA) is giving investors a fresh catalyst, pairing a new, data heavy retirement income guidance tool with a planned $150 million share repurchase program slated for early 2026.
See our latest analysis for Voya Financial.
Those moves come as Voya’s share price sits at $75.29, with a firm 1 month share price return of 9.05 percent and a solid 1 year total shareholder return of 14.95 percent, suggesting momentum is building rather than fading.
If you like the mix of growth and capital returns here, this could also be a good moment to explore fast growing stocks with high insider ownership for other under the radar opportunities with aligned insiders.
But with earnings growing faster than revenue, an intrinsic value estimate suggesting a roughly 20 percent discount, and analysts targeting nearly 13 percent upside, is Voya still a value opportunity, or is future growth already priced in?
With the narrative fair value clustered around the mid 80 dollar range against a 75.29 dollar close, this framework sees further upside driven by execution on growth and margins.
The strategic focus on holistic financial wellness and bundled employee benefit solutions (including in sourced leave management and expanded voluntary offerings) is expected to increase client retention and cross-selling, supporting higher net revenues and improved customer lifetime value.
Curious how modest revenue growth, rising margins, and a lower future earnings multiple can still point to meaningful upside? See how this narrative connects the dots.
Result: Fair Value of $84.60 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, persistent fee compression and medical cost volatility could quickly erode margins and undermine the case for both higher earnings and multiple expansion.
Find out about the key risks to this Voya Financial narrative.
If you would rather dig into the numbers yourself and challenge this view, you can build a personalized Voya Financial storyline in just minutes: Do it your way.
A great starting point for your Voya Financial research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.
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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.
Companies discussed in this article include VOYA.
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