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    Did Voya-Blue Owl Partnership on Private Markets Just Shift Voya Financial's (VOYA) Investment Narrative?

    Simply Wall St·07/23/2025 08:41:09
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    • Earlier this month, Voya Financial and Blue Owl Capital announced a partnership to develop private markets investment products tailored for defined contribution retirement plans, including collective investment trusts accessible through Voya's retirement platform and target date solutions.
    • This alliance highlights a growing trend among retirement solution providers to broaden participant access to alternative investment strategies, aiming to support more diversified and resilient retirement portfolios.
    • We'll assess how Voya and Blue Owl's joint effort to expand private markets access could influence Voya’s future earnings outlook.

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    Voya Financial Investment Narrative Recap

    For shareholders, the key belief centers on Voya Financial’s ability to expand its role in delivering innovative retirement solutions while navigating market and earnings volatility. The partnership with Blue Owl Capital presents a meaningful but not immediately material shift to the short-term catalysts, such as asset inflows in Wealth Solutions, while the biggest near-term risk remains lower-than-expected alternative income, which could impact overall earnings momentum.

    Among recent announcements, the acquisition of OneAmerica stands out, given its expected addition of US$60 billion in assets and potential to drive future revenue streams. This is directly relevant to Voya’s primary growth catalyst, broadening its Wealth Solutions business and deepening market share as new investment offerings, such as those through Blue Owl, become accessible.

    In contrast, investors should pay close attention to ongoing weakness in alternative income sources, as this could undermine expectations for ...

    Read the full narrative on Voya Financial (it's free!)

    Voya Financial's outlook anticipates $8.2 billion in revenue and $979.7 million in earnings by 2028. This scenario assumes a 0.6% annual decline in revenue and a $353.7 million increase in earnings from the current $626.0 million.

    Uncover how Voya Financial's forecasts yield a $72.17 fair value, in line with its current price.

    Exploring Other Perspectives

    VOYA Earnings & Revenue Growth as at Jul 2025
    VOYA Earnings & Revenue Growth as at Jul 2025

    Two Simply Wall St Community members assigned Voya fair values from US$72.17 to US$103.48 per share, indicating wide-ranging outlooks. While catalysts like asset growth drive optimism, diverging opinions signal the importance of weighing current earnings headwinds when evaluating the stock’s prospects.

    Explore 2 other fair value estimates on Voya Financial - why the stock might be worth just $72.17!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.