Voya Financial, Inc. 8-K

What Happened Voya Financial filed an 8-K (Regulation FD) on April 8, 2026 to disclose preliminary alternative investment income for Q1 2026 and updates on capital deployment ahead of its quarterly earnings release. The company estimated combined alternative investment income of approximately $35 million to $45 million (pre-tax, before variable and incentive compensation) for Q1 2026, with the mid-point of that range annualizing to about a 7.5% return. Voya reported $150 million of common stock repurchases in Q1 2026 and has entered an accelerated share repurchase (ASR) agreement to acquire an additional $150 million in Q2 2026. Voya plans to release its quarterly earnings and financial supplement on May 5, 2026 and discuss results on its May 6, 2026 earnings call.

Key Details

• Estimated Q1 2026 combined alternative investment income: $35M–$45M (pre-tax, before variable/incentive comp).
• Mid-point of the range annualizes to ~7.5% return.
• Share repurchases: $150M completed in Q1 2026; $150M ASR committed for Q2 2026 (total $300M).
• Earnings release scheduled May 5, 2026; earnings call on May 6, 2026. Preliminary results are unaudited and may change; Ernst & Young LLP has not audited or reviewed these preliminary figures.

Why It Matters These figures give investors an early look at Voya’s investment performance and capital return activity ahead of formal quarterly results. Alternative investment income and investment management returns affect overall investment-related earnings, while repurchases reduce share count and represent a material use of capital that can support earnings per share. Because the numbers are preliminary, unaudited, and subject to change during closing procedures, investors should treat them as provisional and await the full Q1 financial statements and disclosures on May 5–6, 2026.