Analysis of Stocks Trading Near 52-Week Highs
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 20 2026
0mins
Source: Yahoo Finance
- Voya Financial Underperformance: Voya Financial (VOYA) has shown only 5.5% annual revenue growth over the past two years, lagging behind its peers, and its tangible book value per share has declined by 13.1% over the last five years, indicating a lack of competitive strength in the financial sector.
- Nextpower Strong Market Performance: Nextpower (NXT) achieved a one-month return of 26.3%, with an impressive 19.3% annual revenue growth, suggesting it is gaining market share, while its free cash flow margin expanded by 25.3 percentage points over the past five years, providing flexibility for future investments and shareholder returns.
- Caterpillar High Operational Efficiency: Caterpillar (CAT) recorded an 8.3% return over the past month, with a healthy operating margin of 16.9%, reflecting efficient management and consistent profit growth over the last five years, alongside a 5 percentage point increase in free cash flow margin, enhancing its capital investment capabilities.
- Market Confidence and Risks: While these stocks are trading near their 52-week highs, investors should exercise caution as short-term momentum does not always correlate with long-term success, particularly concerning Voya Financial's concerning performance, which may impact its future stock price.
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Analyst Views on VOYA
Wall Street analysts forecast VOYA stock price to rise
8 Analyst Rating
6 Buy
1 Hold
1 Sell
Moderate Buy
Current: 80.080
Low
84.00
Averages
88.00
High
93.00
Current: 80.080
Low
84.00
Averages
88.00
High
93.00
About VOYA
Voya Financial, Inc. is a provider of workplace benefits and savings solutions and technologies. The Retirement segment provides retirement plan solutions and administration technology and services to employers. Its products and services include full-service and recordkeeping-only defined contribution plan administration; stable value and fixed general account investment products; and services to promote the financial well-being and retirement security of employees. The Employee Benefits segment provides workplace employee benefits including group life insurance, disability insurance, leave management services, supplemental benefit insurance, financial wellness, and decision support products and services to mid-size and large corporate employers and professional associations. The Investment Management segment provides investment products and retirement solutions across a broad range of geographies, market sectors, investment styles and capitalization spectrums.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
The Importance of ABLE Accounts for People with Disabilities
- Employment Growth: As of 2022, over 70 million U.S. adults live with disabilities, with the labor force participation rate for this group reaching a historic high of 42.5% in November, indicating a gradual integration into the job market that may drive further policy support and initiatives.
- Benefits of ABLE Accounts: Individuals with disabilities can save up to $100,000 in ABLE accounts without losing eligibility for needs-based programs like Medicaid, providing a crucial financial safety net that enhances their economic independence and quality of life.
- Eligibility Expansion: Starting in 2026, the age limit for ABLE account eligibility will increase from 26 to 46 years, potentially making around 14 million more individuals eligible; however, as of April, only 1.7% had opened such accounts, highlighting a need for increased awareness and utilization of this financial tool.
- Contribution Limit Increase: In 2026, the maximum contribution limit for ABLE accounts will rise to $20,000, with contributions eligible for a tax credit of up to $1,050, which will further incentivize individuals with disabilities to save and achieve greater economic stability.
See More
Analysis of VOYA's Dividend Predictions and Performance
- Dividend Yield Expectation: VOYA's current estimated annualized dividend yield stands at 2.28%, and while dividends are not always predictable, historical data aids in assessing the likelihood of future dividends, thereby impacting investor return expectations.
- Stock Performance Analysis: VOYA's 52-week price range is between $64.50 and $84, with the current trading price at $82.84, indicating that the stock is nearing its high point, which may reflect market optimism regarding its future performance.
- ETF Holdings Insight: VOYA comprises 2.02% of the Freedom Day Dividend ETF (symbol: MBOX), which is up approximately 0.2% on the day, suggesting that market confidence in VOYA is positively influencing the performance of related ETFs.
- Preferred Stock Information: VOYA has a series of preferred stocks (symbol: VOYA.PRB) that are senior to its common stock, and investors should monitor these preferred shares to evaluate overall risk and return dynamics.
See More
Analysis of Stocks Trading Near 52-Week Highs
- Voya Financial Underperformance: Voya Financial (VOYA) has shown only 5.5% annual revenue growth over the past two years, lagging behind its peers, and its tangible book value per share has declined by 13.1% over the last five years, indicating a lack of competitive strength in the financial sector.
- Nextpower Strong Market Performance: Nextpower (NXT) achieved a one-month return of 26.3%, with an impressive 19.3% annual revenue growth, suggesting it is gaining market share, while its free cash flow margin expanded by 25.3 percentage points over the past five years, providing flexibility for future investments and shareholder returns.
- Caterpillar High Operational Efficiency: Caterpillar (CAT) recorded an 8.3% return over the past month, with a healthy operating margin of 16.9%, reflecting efficient management and consistent profit growth over the last five years, alongside a 5 percentage point increase in free cash flow margin, enhancing its capital investment capabilities.
- Market Confidence and Risks: While these stocks are trading near their 52-week highs, investors should exercise caution as short-term momentum does not always correlate with long-term success, particularly concerning Voya Financial's concerning performance, which may impact its future stock price.
See More
TOMS Capital Urges Voya Financial to Initiate Strategic Review
- Investor Call: TOMS Capital Investment Management reiterated its call for Voya Financial (VOYA) to conduct a strategic review, asserting that Voya is one of the most compelling and undervalued franchises in financial services, highlighting its concern for the company's future direction.
- Asset Performance: Voya recently surpassed $1 trillion in assets and has outperformed peers in delivering consistent net inflows, indicating its competitive position and prudent financial management in the market.
- Management Critique: TOMS Capital criticized Voya's management for lacking urgency and failing to adjust strategies in a timely manner, which has led to a de-rating of the company's valuation, emphasizing the need for management to fulfill their fiduciary duties and initiate a formal review of strategic alternatives.
- Market Pressure: Under pressure from TOMS Capital, Voya may need to consider selling its underperforming health insurance arm or making other strategic adjustments to enhance shareholder value and restore market confidence.
See More
TOMS Capital Expresses Strong Discontent with Voya Financial
- Lack of Urgency in Management: TOMS Capital highlights that Voya's management has shown a lack of urgency, resulting in a three-year shareholder return ranking 14th out of 17 in its self-selected peer group, indicating significant underperformance that undermines investor confidence.
- Strong Asset Management Performance: Despite Voya surpassing $1 trillion in assets and outperforming peers in net inflows, the failure of management to effectively execute its strategy has led to the company's historically wider discount to peers, impacting market expectations for future growth.
- Controversial Executive Compensation: In 2025, CEO Heather Lavallee earned over $16.2 million, while the CFO and other executives earned more than $7.5 million, raising shareholder concerns about the disconnect between compensation and performance, questioning management's commitment to shareholder value.
- Lack of Clear Strategic Plan: TOMS Capital expresses skepticism regarding Voya's management commitment to creating long-term shareholder value, citing a lack of a viable strategic plan, and the CEO's mention of “execution” during the earnings call has not gained market confidence, prompting calls for a formal review of strategic alternatives.
See More
Voya Financial Q1 2026 Earnings Call Highlights
- Significant Growth: Voya Financial reported an adjusted operating EPS of $2.26 in Q1 2026, reflecting a 13% year-over-year increase, which underscores the company's strong revenue and cash flow growth, thereby reinforcing its competitive position in the market.
- Capital Return Strategy: The company generated approximately $200 million in excess capital this quarter and plans to execute an additional $150 million in share repurchases in Q2, a move that not only enhances shareholder returns but also reflects management's confidence in future profitability.
- Integration Progress: With the completion of the OneAmerica integration work, expenses are expected to ease in Q2 due to normal seasonality, which will help improve overall profitability and optimize resource allocation, further supporting the company's long-term growth strategy.
- Optimistic Market Outlook: Management maintains an unchanged outlook for 2026, expecting to achieve over 2% organic growth, particularly in the Investment Management sector, indicating the company's strong growth potential in the face of market challenges.
See More
The Importance of ABLE Accounts for People with Disabilities
- Employment Growth: As of 2022, over 70 million U.S. adults live with disabilities, with the labor force participation rate for this group reaching a historic high of 42.5% in November, indicating a gradual integration into the job market that may drive further policy support and initiatives.
- Benefits of ABLE Accounts: Individuals with disabilities can save up to $100,000 in ABLE accounts without losing eligibility for needs-based programs like Medicaid, providing a crucial financial safety net that enhances their economic independence and quality of life.
- Eligibility Expansion: Starting in 2026, the age limit for ABLE account eligibility will increase from 26 to 46 years, potentially making around 14 million more individuals eligible; however, as of April, only 1.7% had opened such accounts, highlighting a need for increased awareness and utilization of this financial tool.
- Contribution Limit Increase: In 2026, the maximum contribution limit for ABLE accounts will rise to $20,000, with contributions eligible for a tax credit of up to $1,050, which will further incentivize individuals with disabilities to save and achieve greater economic stability.
See More
Analysis of VOYA's Dividend Predictions and Performance
- Dividend Yield Expectation: VOYA's current estimated annualized dividend yield stands at 2.28%, and while dividends are not always predictable, historical data aids in assessing the likelihood of future dividends, thereby impacting investor return expectations.
- Stock Performance Analysis: VOYA's 52-week price range is between $64.50 and $84, with the current trading price at $82.84, indicating that the stock is nearing its high point, which may reflect market optimism regarding its future performance.
- ETF Holdings Insight: VOYA comprises 2.02% of the Freedom Day Dividend ETF (symbol: MBOX), which is up approximately 0.2% on the day, suggesting that market confidence in VOYA is positively influencing the performance of related ETFs.
- Preferred Stock Information: VOYA has a series of preferred stocks (symbol: VOYA.PRB) that are senior to its common stock, and investors should monitor these preferred shares to evaluate overall risk and return dynamics.
See More
Analysis of Stocks Trading Near 52-Week Highs
- Voya Financial Underperformance: Voya Financial (VOYA) has shown only 5.5% annual revenue growth over the past two years, lagging behind its peers, and its tangible book value per share has declined by 13.1% over the last five years, indicating a lack of competitive strength in the financial sector.
- Nextpower Strong Market Performance: Nextpower (NXT) achieved a one-month return of 26.3%, with an impressive 19.3% annual revenue growth, suggesting it is gaining market share, while its free cash flow margin expanded by 25.3 percentage points over the past five years, providing flexibility for future investments and shareholder returns.
- Caterpillar High Operational Efficiency: Caterpillar (CAT) recorded an 8.3% return over the past month, with a healthy operating margin of 16.9%, reflecting efficient management and consistent profit growth over the last five years, alongside a 5 percentage point increase in free cash flow margin, enhancing its capital investment capabilities.
- Market Confidence and Risks: While these stocks are trading near their 52-week highs, investors should exercise caution as short-term momentum does not always correlate with long-term success, particularly concerning Voya Financial's concerning performance, which may impact its future stock price.
See More
TOMS Capital Urges Voya Financial to Initiate Strategic Review
- Investor Call: TOMS Capital Investment Management reiterated its call for Voya Financial (VOYA) to conduct a strategic review, asserting that Voya is one of the most compelling and undervalued franchises in financial services, highlighting its concern for the company's future direction.
- Asset Performance: Voya recently surpassed $1 trillion in assets and has outperformed peers in delivering consistent net inflows, indicating its competitive position and prudent financial management in the market.
- Management Critique: TOMS Capital criticized Voya's management for lacking urgency and failing to adjust strategies in a timely manner, which has led to a de-rating of the company's valuation, emphasizing the need for management to fulfill their fiduciary duties and initiate a formal review of strategic alternatives.
- Market Pressure: Under pressure from TOMS Capital, Voya may need to consider selling its underperforming health insurance arm or making other strategic adjustments to enhance shareholder value and restore market confidence.
See More
TOMS Capital Expresses Strong Discontent with Voya Financial
- Lack of Urgency in Management: TOMS Capital highlights that Voya's management has shown a lack of urgency, resulting in a three-year shareholder return ranking 14th out of 17 in its self-selected peer group, indicating significant underperformance that undermines investor confidence.
- Strong Asset Management Performance: Despite Voya surpassing $1 trillion in assets and outperforming peers in net inflows, the failure of management to effectively execute its strategy has led to the company's historically wider discount to peers, impacting market expectations for future growth.
- Controversial Executive Compensation: In 2025, CEO Heather Lavallee earned over $16.2 million, while the CFO and other executives earned more than $7.5 million, raising shareholder concerns about the disconnect between compensation and performance, questioning management's commitment to shareholder value.
- Lack of Clear Strategic Plan: TOMS Capital expresses skepticism regarding Voya's management commitment to creating long-term shareholder value, citing a lack of a viable strategic plan, and the CEO's mention of “execution” during the earnings call has not gained market confidence, prompting calls for a formal review of strategic alternatives.
See More
Voya Financial Q1 2026 Earnings Call Highlights
- Significant Growth: Voya Financial reported an adjusted operating EPS of $2.26 in Q1 2026, reflecting a 13% year-over-year increase, which underscores the company's strong revenue and cash flow growth, thereby reinforcing its competitive position in the market.
- Capital Return Strategy: The company generated approximately $200 million in excess capital this quarter and plans to execute an additional $150 million in share repurchases in Q2, a move that not only enhances shareholder returns but also reflects management's confidence in future profitability.
- Integration Progress: With the completion of the OneAmerica integration work, expenses are expected to ease in Q2 due to normal seasonality, which will help improve overall profitability and optimize resource allocation, further supporting the company's long-term growth strategy.
- Optimistic Market Outlook: Management maintains an unchanged outlook for 2026, expecting to achieve over 2% organic growth, particularly in the Investment Management sector, indicating the company's strong growth potential in the face of market challenges.
See More
