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Mar 31, 2021

Voya Q1 2021 Earnings Report

Reported strong first-quarter results driven by growth in Wealth Solutions and Health Solutions, along with effective capital management.

Key Takeaways

Voya Financial reported a net income of $1,086 million, or $8.29 per diluted share, and adjusted operating earnings of $223 million, or $1.70 per diluted share. The company saw growth in Wealth Solutions and Health Solutions, and continued to execute its capital management strategy, repurchasing $235 million of common stock and $75 million of debt.

Net income available to common shareholders was $8.29 per diluted share.

Adjusted operating earnings were $1.70 per diluted share, after tax, including $0.66 of prepayment fees and alternative investment income above expectations and $(0.17) of claims due to COVID-19.

The company repurchased $235 million of common stock and retired $75 million of debt.

Wealth Solutions full service recurring deposits grew 5% and full service net flows were $868 million.

Total Revenue
$189M
Previous year: $166M
+13.9%
EPS
$1.03
Previous year: $1.1
-6.4%
Total AUM
$729B
Previous year: $538B
+35.5%
Gross Profit
-$1.96B
Previous year: $1.67B
-217.2%
Cash and Equivalents
$1.6B
Previous year: $612M
+161.4%
Total Assets
$163B
Previous year: $156B
+4.6%

Voya

Voya

Voya Revenue by Segment

Forward Guidance

Voya expects to repurchase $1 billion of common stock in 2021 and expects Investment Management to achieve its 2-4% net flow organic growth target for 2021 due to a strong, unfunded pipeline.

Positive Outlook

  • Strong growth in Wealth Solutions fee revenue
  • Favorable change in deferred acquisition costs and value of business acquired
  • Expected to repurchase $1 billion of common stock in 2021
  • Investment Management expected to achieve a 2-4% net flow organic growth target for 2021
  • Growth across all Health Solutions product lines

Challenges Ahead

  • Net outflows in Investment Management during the quarter
  • Lower earnings in Health Solutions due to higher claims from COVID-19
  • Institutional net outflows of $128 million
  • Retail net outflows of $252 million
  • Higher Group Life loss ratio due to COVID-related claims