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Voya Financial VOYA Retirement Deferred Group and Individual Annuity — Cash surrender value

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Other financials

Income statement

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Revenue$1.9B-4.3%
Net income$94.0M-43.4%
EPS (diluted)$0.97-41.6%

Balance sheet

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Cash & equivalents$1.1B-17.9%
Total debt$2.1B0.0%
Total equity$4.7B+1.2%
Total assets$182.95B+6.1%

Cash flow

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Operating cash flow$503.0M-32.2%

Valuation

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Market cap$9.08B+28.8%
Enterprise value$10.09B+28.9%
P/E14.9×+1.7×
P/S1.1×+0.2×

Profitability

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Net margin7.4%+0.7pp
FCF margin26.1%

Returns & leverage

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Return on equity13.1%+0.8pp
Debt / equity0.4×0.0×

Where this comes from

Reported directly by Voya Financial in its filing.

Tagged under the XBRL concept us-gaap:CashSurrenderValueDuePolicyholdersAmount.

The source filing: Voya Financial’s 10-Q, filed August 6, 2026.

Filed
Aug 6, 2026, 4:17 PM EDT
Fiscal quarter
Q2 FY2026
Calendar quarter
Q2 2026
Accession
0001535929-26-000157
Weighted-average crediting rate2.8%2.8%3.8%4.0%
Net amount at risk(2)$$58$61$604629
Cash surrender value$$31,210$31,778$1,0141,083

Item 1. Financial Statements

FAQ

What is Voya Financial's retirement deferred group and individual annuity — cash surrender value?
Voya Financial (VOYA) reported retirement deferred group and individual annuity — cash surrender value of $31.21B in Q2 2026.
How has Voya Financial's retirement deferred group and individual annuity — cash surrender value changed year-over-year?
Voya Financial's retirement deferred group and individual annuity — cash surrender value decreased by 3.4% year-over-year, from $32.3B to $31.21B.
What is the long-term trend for Voya Financial's retirement deferred group and individual annuity — cash surrender value?
Over 2 years (2023 to 2025), Voya Financial's retirement deferred group and individual annuity — cash surrender value has grown at a 0.7% compound annual growth rate (CAGR), from $126.64B to $128.51B.
What does retirement deferred group and individual annuity — cash surrender value mean?
This represents the total amount of cash that policyholders are entitled to receive upon the voluntary termination of their annuity contracts before maturity. It reflects the liquidity demand potential of the annuity block. High surrender values indicate significant policyholder options to exit their contracts.

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