财务指标 - 公司调整后营业收入和调整后营业利润率是衡量业务表现的关键指标[4] - 公司调整后营业收入不包括投资收益、已退出业务收入以及归属于非控股权益的收入[4] - 公司调整后营业利润不包括投资收益、已退出业务收益、非控股权益收益以及其他一次性项目[4] - 公司分析业务表现时关注投资收益、费用收入、承保利润等收益来源[5] - 公司报告净收入和调整后营业利润率,以反映收入增长和利润率扩张的主要驱动因素[5] - 公司还报告剔除非经常性项目影响的净收入和调整后营业利润率,以反映核心业务表现[5] - 公司第二季度每股调整后摊薄收益为2.18美元，同比增长9.5%[6] - 公司第二季度每股调整后收益（不含重大事项）为2.27美元，同比增长-1.7%[6] - 公司第二季度总股东权益为34.66美元/股，同比增长18.8%[6] - 公司第二季度总股东权益（不含其他综合收益）为60.75美元/股，同比增长9.3%[6] - 公司第二季度债务资本比率为34.2%，同比下降3.5个百分点[6] - 公司第二季度财务杠杆率（不含其他综合收益）为28.0%，同比下降1.2个百分点[6] - 公司第二季度向普通股股东支付的股息和股票回购总额为2.14亿美元，同比增长16.9%[6] - 公司第二季度加权平均稀释股数为1.02亿股，同比下降7.3%[6] - 公司第二季度调整营业收入为18.6亿美元，同比增长8.1%[9] - 第二季度调整营业利润为2.71亿美元，同比增长-7.8%[9] - 公司前六个月调整营业收入为37.24亿美元,同比增长8.9%[14] - 总资产为1612.8亿美元，较上年同期增长4.3%[18] - 股东权益为56.86亿美元，较上年同期下降6.3%[18] - 财务杠杆率(不含其他综合收益)为28.0%，较上年同期下降1.2个百分点[23] - 公司调整后营业利润率为37.1%,剔除一次性项目后为39.7%[35] - 客户资产总额增加至5,805.67亿美元，较上年同期增长11.9%[39] - 定义性存款客户资产增加至5,190.15亿美元，较上年同期增长13.3%[39] - 总承保利润率为72.3%，较上年同期上升8.4个百分点[43,44] - 调整后营业利润率为19.1%，较上年同期下降18.9个百分点[43] - 公司调整后营业利润为-2.02亿美元，较上年同期有所改善[62] - 公司调整后营业利润率为-6.0%，较上年同期提升2.1个百分点[65] - 公司调整后营业费用为2.55亿美元，较上年同期下降2.4%[65] - 公司调整后营业资本回报率为-1.5%，较上年同期提升1.1个百分点[65] - 公司总体调整后营业利润率在26.5%至31.4%之间[66] - 公司总体净收入和调整后营业利润率保持稳定[66] - 公司各业务部门的投资收益、费用收入和承保收益等指标保持良好[66] - 公司各业务部门的平均资本和调整后资本回报率保持在合理水平[72] - 公司管理费用在各业务部门保持稳定[68] - 公司投资组合的收益率和账面价值保持稳定[74] - 公司总体投资组合的账面价值为36,593百万美元，其中固定收益类资产占81%[77] - 公司固定收益类资产中NAIC 1级和NAIC 2级资产占比分别为53%和43%[77] - 公司另类投资平均规模为2,098百万美元，另类投资收益为79百万美元[79] - 公司另类投资收益和提前偿付收益较长期预期低101百万美元[83] - 公司公募债券投资收益率为5.3%，私募债券投资收益率为4.8%[75] - 公司证券化资产投资收益率为6.2%，商业房贷投资收益率为4.8%[75] - 公司权益类投资收益率为6.6%，政策贷款收益率为5.7%[75] - 公司衍生工具投资收益率无法确定[75] - 公司另类投资收益较长期预期低于56百万美元，提前偿付收益较长期预期低于29百万美元[81,82] - 公司整体投资收益率为5.3%[75] - 公司总收入在2024年6月30日和2023年6月30日分别约为37百万美元和38百万美元，税前和可变薪酬前[84] - 2024年6月30日三个月期间调整后营业收益为2.18美元/股[86] - 2024年6月30日六个月期间调整后营业收益为3.94美元/股[91] - 2024年6月30日三个月期间调整后营业收入为18.6亿美元[94] - 2024年6月30日六个月期间调整后营业收入为37.24亿美元[94] - 公司2024年6月30日三个月期间调整后营业收益扣除特殊项目为2.27美元/股[86] - 公司2024年6月30日六个月期间调整后营业收益扣除特殊项目为4.15美元/股[91] - 每股净资产为60.75美元，其中不包括累计其他综合收益的影响[107] - 公司财务杠杆率为0.3倍[106] - 公司的债务资本比率在34.2%左右[1] - 非控股权益对资本的影响在-7.8%左右[1] - 其他金融义务和优先股处理对资本的影响在10.3%左右[1] -

Getting big returns from financial portfolios, whether through stocks, bonds, ETFs, other securities, or a combination of all, is an investor's dream. However, when you're an income investor, your primary focus is generating consistent cash flow from each of your liquid investments.Cash flow can come from bond interest, interest from other types of investments, and of course, dividends. A dividend is the distribution of a company's earnings paid out to shareholders; it's often viewed by its dividend yield, ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended March 31, 2024 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35897 Voya Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1222820 (S ...

Voya Financial, Inc. (NYSE:VOYA) Q1 2024 Earnings Conference Call May 1, 2024 10:00 AM ET Company Participants Mike Katz - Executive Vice President, Finance Heather Lavallee - Chief Executive Officer Don Templin - Chief Financial Officer Matt Toms - Head, Investment Management Rob Grubka - Head, Workplace Solutions Conference Call Participants Mike Ward - Citigroup Ryan Krueger - KBW Wes Carmichael - Autonomous Research Tom Gallagher - Evercore ISI Wilma Burdis - Raymond James Suneet Kamath - Jefferies Nick ...

Voya Financial First Quarter 2024 Investor Presentation May 1, 2024 Forward-Looking and Other Cautionary Statements This presentation and the remarks made orally contain forward-looking statements. The company does not assume any obligation to revise or update these statements to reflect new information, subsequent events or changes in strategy. Forward-looking statements include statements relating to future developments in our business or expectations for our future financial performance and any statement ...

Exhibit 99.2 Quarterly Investor Supplement March 31, 2024 This report should be read in conjunction with Voya Financial, Inc.'s Quarterly Report on Form 10-Q for the Three Months Ended March 31, 2024. Voya Financial's Annual Reports on Form 10-K, and Quarterly Reports on Form 10-Q, can be accessed upon filing at the Securities and Exchange Commission’s website at www.sec.gov, and at our website at investors.voya.com. All information is unaudited. Corporate Offices: Investor Contact: Voya Financial Michael K ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-K (Mark One) ☒ ANNUAL REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the fiscal year ended December 31, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35897 Voya Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 52-1222820 (State ...

Voya Financial, Inc. (NYSE:VOYA) Q4 2023 Earnings Conference Call February 7, 2024 10:00 AM ET Company Participants Michael Katz - Executive Vice President, Finance Heather Lavallee - Chief Executive Officer Donald Templin - Executive Vice President and Chief Financial Officer Matt Toms - Chief Executive Officer, Voya Investment Management Rob Grubka - Chief Executive Officer, Workplace Solutions Conference Call Participants John Barnidge - Piper Sandler Tom Gallagher - Evercore ISI Ryan Krueger - KBW Jimmy ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION WASHINGTON, D.C. 20549 —————————————————————— FORM 10-Q (Mark One) ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2023 OR ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission File Number: 001-35897 Voya Financial, Inc. (Exact name of registrant as specified in its charter) Delaware 52-122282 ...

Voya Financial, Inc. (NYSE:VOYA) Q3 2023 Earnings Conference Call November 1, 2023 10:00 AM ET Company Participants Michael Katz - Executive Vice President-Finance Heather Lavallee - Chief Executive Officer Donald Templin - Executive Vice President and Chief Financial Officer Christine Hurtsellers - Chief Executive Officer-Voya Investment Management Rob Grubka - Chief Executive Officer-Workplace Solutions Conference Call Participants Elyse Greenspan - Wells Fargo Ryan Krueger - KBW Alex Scott - Goldman Sach ...