Voya Financial (VOYA) Beats Q3 Earnings and Revenue Estimates

Core Insights - Voya Financial reported quarterly earnings of $2.45 per share, exceeding the Zacks Consensus Estimate of $2.22 per share, and showing an increase from $2.12 per share a year ago, resulting in an earnings surprise of +10.36% [1] - The company achieved revenues of $370 million for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 13.47%, compared to $289 million in the same quarter last year [2] - Voya has consistently surpassed consensus EPS estimates over the last four quarters, indicating strong performance [2] Company Performance - Voya's shares have increased by approximately 6.3% since the beginning of the year, while the S&P 500 has gained 16.5%, indicating underperformance relative to the broader market [3] - The company's earnings outlook is crucial for investors, as it includes current consensus earnings expectations for upcoming quarters and any recent changes to these expectations [4] Earnings Estimates and Revisions - The current consensus EPS estimate for the upcoming quarter is $2.27, with expected revenues of $317.87 million, and for the current fiscal year, the estimate is $8.90 on $1.3 billion in revenues [7] - The trend of estimate revisions for Voya was mixed prior to the earnings release, resulting in a Zacks Rank 3 (Hold), suggesting the stock is expected to perform in line with the market in the near future [6] Industry Context - The Insurance - Life Insurance industry, to which Voya belongs, is currently ranked in the top 20% of over 250 Zacks industries, indicating a favorable outlook compared to lower-ranked industries [8] - Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions, which can be tracked by investors [5]