• Voya Financial discussed Q1 2026 results on earnings call attended by CEO Heather Lavallee, CFO Michael Katz, Workplace Solutions CEO Jay Kaduson, Investment Management CEO Matt Toms, Head of Investor Relations Mei Ni Chu, analysts from TD Cowen, Morgan Stanley, Dowling & Partners, BofA Securities, UBS, JPMorgan, KBW, Jefferies, Barclays, Evercore ISI, Wells Fargo, Raymond James.
• Adjusted operating EPS $2.26; excess capital generation about $200 million; about $200 million returned via buybacks, dividends; additional $150 million of repurchases planned in Q2; ROE above 18%.
• Retirement adjusted operating earnings $209 million; trailing 12-month margin above 39%; OneAmerica integration expected to complete in Q2; management reaffirmed expectation for positive full-year net flows despite Q1 outflows tied to planned plan exit, OneAmerica migration surrenders.
• Employee Benefits adjusted operating earnings $63 million; stop-loss actions produced about 24% rate increases with in-force premium flat; $25 million reserve release; management reiterated focus on margin recovery over growth, citing rising RFP volumes, limited market supply, tighter underwriting.
• Investment Management adjusted operating earnings $46 million; trailing margin 28.6%; management kept 2%+ organic growth outlook, citing institutional demand for private markets, insurance channel visibility, resilient international retail income and growth franchise.

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