Voya Financial Publishes Q3 2026 Earnings Call Transcript
- Voya Financial held its third-quarter 2026 earnings call Nov. 3, attended by CEO Heather Lavallee and CFO Mike Katz.
- Adjusted operating earnings per share rose 6% to $2.60; results included approximately $25 million in pretax severance expenses.
- Management expects excess capital generation above $800 million in 2026, with another $150 million in share repurchases planned for the fourth quarter.
- Stop Loss claims through October remained favorable versus 2024 and 2025; management expects further meaningful rate increases for January 2027 renewals.
- Retirement attracted nearly $14 billion in defined contribution net inflows, driven by a large plan implementation unlikely to recur next quarter.
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