Morgan Stanley Upgrades Voya Financial’s Preferred Stock Outlook

Fintel reports that on February 28, 2025, Morgan Stanley upgraded its outlook for Voya Financial, Inc. – Preferred Stock (NYSE: VOYA.PRB) from Equal-Weight to Overweight.

Fund Sentiment Analysis

Currently, there are 29 funds or institutions holding positions in Voya Financial, Inc. – Preferred Stock. This marks a decrease of 3 owners or 9.38% from the previous quarter. The average portfolio weight of all funds dedicated to VOYA.PRB is 0.53%, reflecting a substantial increase of 54.49%. Over the last three months, total shares owned by institutions rose by 0.21%, reaching 5,171K shares.

Recent Activities by Shareholders

PFF – iShares Preferred and Income Securities ETF currently holds 1,128K shares, down from 1,155K shares previously, representing a decrease of 2.44%. Additionally, the firm decreased its portfolio allocation in VOYA.PRB by 4.46% over the last quarter.

NPSAX – Nuveen Preferred Securities and Income Fund maintains a stable position with 1,058K shares and reported no change in the last quarter.

Nuveen Preferred & Income Opportunities Fund also holds steady with 495K shares, showing no alterations in its holdings.

PGX – Invesco Preferred ETF has increased its holdings from 482K shares to 490K shares, which represents an increase of 1.48%. However, it decreased its portfolio allocation in VOYA.PRB by 2.08% compared to the last quarter.

PFFD – Global X U.S. Preferred ETF reports holding 239K shares, a slight rise from 237K shares, indicating an increase of 0.75%. The firm also decreased its portfolio allocation in VOYA.PRB by 3.16% over the last quarter.

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