StockWatch
·
Life Insurance
Quarterly UpdatesJul 8, 2026, 05:21 PM

Voya Financial Estimates Q2 Alternative Investment Pre-Tax Loss

AI Summary

Voya Financial, Inc. announced preliminary estimates for its second quarter 2026 alternative investment and investment capital returns. The company expects a pre-tax loss ranging from $9 million to $19 million for the quarter, before considering offsets from reduced compensation accruals. This would result in an annualized return of approximately -2.5% for Q2, while the annualized year-to-date return is estimated at +2.5%. The company emphasized that these are preliminary figures and actual results could differ materially.

Key Highlights

  • Voya Financial estimates Q2 2026 alternative investment pre-tax loss between $9 million to $19 million.
  • This estimated loss is before partial offsets from reduced variable and incentive compensation accruals.
  • The midpoint of the Q2 loss range represents an annualized return of approximately -2.5%.
  • Annualized year-to-date return, including Q1 actuals, is estimated at approximately +2.5%.
  • Figures include alternative investment income in the general account and investment capital returns in the Investment Management segment.
  • These preliminary financial results are subject to change as financial closing procedures are not yet complete.