Lincoln National EVP Reid Waltman sells $127k in stock
Reid James Waltman, EVP of Workplace Solutions at Lincoln National, sold 3,050 shares of common stock for a total of $127,520 at $41.81 per share. This transaction occurred on February 18, 2026, and leaves Waltman with 118,567 directly owned shares. The sale took place as the stock trades near its InvestingPro Fair Value estimate, which still suggests the shares are undervalued.
Insider Sell: James Reid Sells Shares of Lincoln National Corp (LNC)
James Reid, Executive Vice President of Workplace Solutions at Lincoln National Corp (LNC), sold 3,050 shares of the company on February 18, 2026. This transaction continues a trend of more insider selling than buying at LNC over the past year. The stock is currently trading at $41.81, modestly overvalued according to its GuruFocus Value of $34.97.
Lincoln National (LNC) Maintains Quarterly Dividend of $0.45
Lincoln National Corporation (LNC) has declared a quarterly dividend of $0.45 per share, maintaining its previous payout, which results in a 4.49% forward yield. The company, a significant player in the financial services sector with a $7.62 billion market cap, is strategically focused on increasing spread-based annuity balances and improving free cash flow conversion. Despite some financial warning signs like a low Altman Z-Score and insider selling, its valuation metrics suggest potential undervaluation, though analyst sentiment is mixed.
Lincoln National to pay 45¢ a share dividend on May 1, 2026
Lincoln National Corporation (NYSE: LNC) has declared a quarterly cash dividend of $0.45 per share on its common stock. This dividend will be payable on May 1, 2026, to shareholders of record as of the close of business on April 10, 2026. Lincoln Financial provides financial planning, annuities, life insurance, group protection, and retirement plan services to approximately 17 million customers.
Lincoln National Corporation's Board of Directors Declares Quarterly Cash Dividend
Lincoln Financial (NYSE: LNC) announced that its board of directors has declared a quarterly cash dividend of $0.45 per share on the corporation’s common stock. This dividend is payable on May 1, 2026, to shareholders of record as of the close of business on April 10, 2026. Lincoln Financial provides financial planning guidance and solutions to approximately 17 million customers across various services.
LINCOLN NATIONAL CORP SEC 10-K Report
Lincoln National Corporation (LNC) has released its annual 10-K report, detailing comprehensive financial results including total operating revenues of $22,534 million and a net income of $1,177 million. The report highlights strategic initiatives such as a stock purchase agreement with Bain Capital and the issuance of senior notes to strengthen its balance sheet and improve operational efficiency. LNC also addresses challenges like intense competition, market volatility, and regulatory risks, outlining strategies to mitigate these through hedging, risk management, and adapting to regulatory changes.
5 Insightful Analyst Questions From Lincoln Financial Group's Q4 Earnings Call
Lincoln Financial Group (LNC) reported strong Q4 results that exceeded Wall Street expectations, driven by strategic realignment and growth in annuity and group protection segments. The article highlights key analyst questions from the earnings call, focusing on capital returns, subsidiary remittances, annuity income allocation, captive consolidation, and drivers of increased remittances. Management indicated improving free cash flow would eventually enable increased shareholder returns.
New Lincoln life policy aims to protect families, grow savings
Lincoln Financial (NYSE: LNC) has launched Lincoln WealthProtector℠ Indexed Universal Life (IUL), a new protection-focused life insurance product. This IUL policy is designed to help clients secure their families and build long-term financial stability by offering a blend of market-linked growth potential and protection features. The company is also implementing additional enhancements to its existing IUL products throughout 2026 to further strengthen its overall portfolio.
Public Sector Pension Investment Board Buys 76,074 Shares of Lincoln National Corporation $LNC
Public Sector Pension Investment Board increased its stake in Lincoln National Corporation by 13.1% in Q3, purchasing 76,074 additional shares and now owning 658,125 shares valued at approximately $26.54 million. Lincoln National recently reported strong Q4 EPS of $2.21, significantly beating the consensus estimate of $1.86, with revenue of $4.89 billion. Analysts currently hold a "Hold" consensus rating for LNC with an average price target of $46.25.
Lincoln Financial Group's (NYSE:LNC) Q4 CY2025: Beats On Revenue, Stock Soars
Lincoln Financial Group (NYSE:LNC) reported better-than-expected Q4 CY2025 results, with revenue of $4.92 billion surpassing analyst estimates by 1.9% and adjusted EPS of $2.21 beating consensus by 16.5%. The company's stock rose 6.3% immediately after the announcement. While BVPS missed estimates, management highlighted continued momentum and strong execution, leading to improved profitability.
Earnings call transcript: Lincoln National beats Q4 2025 forecasts, stock rises
Lincoln National Corporation reported better-than-expected Q4 2025 earnings with EPS of $1.91 and revenue of $4.92 billion, surpassing analyst forecasts. The strong performance, particularly in annuities and life insurance sales, led to a 4.83% rise in the stock during pre-market trading. The company's management expressed confidence in continued earnings growth, focusing on profitability and strategic investments despite potential moderation in variable annuity sales and participant outflows in retirement services.
Lincoln National: Fourth Quarter Earnings Overview
Lincoln National Corp. announced strong fourth-quarter results, with net income reaching $754 million and adjusted earnings of $2.21 per share, surpassing analyst expectations. The company also exceeded revenue forecasts, reporting $4.92 billion in the quarter and a total revenue of $19.09 billion for the full year. These figures indicate a robust financial performance for the insurance and retirement provider.
Lincoln National: Q4 Earnings Snapshot
Lincoln National Corp. (LNC) reported strong fourth-quarter earnings, with profit reaching $754 million, or $3.80 per share. Adjusted earnings of $2.21 per share surpassed Wall Street expectations of $1.86 per share. The company's adjusted revenue of $4.89 billion also exceeded forecasts, contributing to a full-year profit of $1.18 billion on $19.09 billion in revenue.
Lincoln Financial (NYSE: LNC) grows 2025 adjusted earnings and annuity sales
Lincoln Financial (NYSE: LNC) reported strong fourth quarter and full-year 2025 results, showing broad-based momentum across its businesses. The company grew its 2025 adjusted operating income to $1.54 billion, or $8.23 per diluted share, and saw a 33% year-over-year increase in annuity sales, reaching $4.9 billion. Life Insurance also saw significant improvement, moving from a quarterly loss to $77 million in operating income.
Lincoln National Q4 2025 earnings preview
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What To Expect From Lincoln Financial Group's (LNC) Q4 Earnings
Lincoln Financial Group (LNC) is set to report its Q4 earnings this Thursday. Analysts anticipate a 4.3% year-on-year revenue growth to $4.83 billion and adjusted earnings of $1.90 per share. Despite missing revenue estimates six times in the last two years, recent peer results suggest varied outcomes in the life insurance segment.
The Truth About Lincoln National Corp: Is This Sleepy Stock About To Explode?
This article examines Lincoln National Corp (LNC) as a potential value play, analyzing its recent comeback in price performance, its dividend offerings, and its risk level compared to competitors like MetLife and Prudential Financial. It suggests LNC could be an appealing long-term investment for those comfortable with volatility and seeking a turnaround story, rather than a short-term, hype-driven stock. The piece emphasizes the importance of due diligence before investing.
Lincoln National (LNC) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Lincoln National (LNC) is projected to surpass its Q4 2025 earnings estimates, with expected earnings of $1.86 per share, despite a year-over-year decline. Revenues are anticipated to rise by 4.8% to $4.85 billion. The company's positive Earnings ESP of +1.70% combined with a Zacks Rank #3 suggests a high probability of beating the consensus EPS estimate.
Lincoln National Corporation’s Board of Directors Declares Series C and Series D Preferred Stock Dividends
Lincoln National Corporation (NYSE: LNC) announced that its board of directors has declared semi-annual and quarterly dividends for its Series C and Series D preferred stocks, respectively. The Series C dividend is $1,156.25 per share, resulting in $46.25 per depositary share, while the Series D dividend is $562.50 per share, or $0.5625 per depositary share. These dividends are payable on March 1, 2026, to shareholders of record on February 13, 2026.
Lincoln Financial's 9% preferred shares to pay March dividends
Lincoln National Corporation announced that its Board of Directors has declared semi-annual and quarterly dividends for its Series C and Series D preferred stocks, respectively. Holders of Series C preferred stock will receive $46.25 per share, while Series D preferred stock holders will receive $0.5625 per depositary share. These dividends are payable on March 1, 2026, to shareholders of record as of February 13, 2026.
Lincoln National Corporation’s Board of Directors Declares Series C and Series D Preferred Stock Dividends
Lincoln National Corporation (NYSE: LNC) announced that its Board of Directors has declared semi-annual dividends for its Series C Preferred Stock and quarterly dividends for its Series D Preferred Stock. Holders of Series C will receive $46.25 per share, and holders of Series D will receive $0.5625 per depositary share. These dividends are payable on March 1, 2026, to shareholders of record as of February 13, 2026.
Lincoln National Corp: Insurance Turnaround Story Tested By Volatile Market Mood
Lincoln National Corp's stock has experienced sharp swings as investors weigh rising interest rates, past losses, and a stabilizing outlook. Bulls perceive a recovery story in the undervalued insurer, while bears remain cautious due to scars on its balance sheet. The stock has shown a choppy but upward trend over three months, yet remains below its 52-week high, indicating investor caution despite some recent positive momentum.
Mike Vinokur's Top Picks: MTY Food Group, HPQ & Lincoln National Corp.
Mike Vinokur, a portfolio manager and senior wealth advisor at Propellus Wealth Partners – iA Private Wealth, has provided his top stock picks. These picks include MTY Food Group, HPQ, and Lincoln National Corp., offering potential investment insights for market watchers. An advertisement for Market Call precedes the pick announcement, suggesting these are recommendations from a financial analysis segment.
Lincoln Financial Group Helps Provide Control Over Investment Outcomes Through First-Of-Its-Kind Annuity Solution
Lincoln Financial Group has launched a new variable annuity solution, Lincoln Investor Advantage Pro® featuring Lincoln Defined Outcome Funds, to offer investors more control over their investment outcomes. This solution provides defined upside potential and downside protection over a one-year period, allowing investors to customize protection levels and reset caps and buffers on a tax-free basis. Research shows an increasing demand for products that help protect assets from market loss, and this new annuity addresses concerns about market volatility and rising taxes.
Lincoln Financial Group Releases Study That Shows Costs for Long-term Care Services Can Vary by More Than $100,000 Annually D...
Lincoln Financial Group's annual "What Care Costs" study reveals significant variations in long-term care service costs, with annual averages ranging from $49,920 for a home health aide to $105,485 for a private nursing home room. Many Americans underestimate these costs and are unprepared for long-term care needs. The study highlights decreasing caregiver ratios and the rising expenses of both in-home and facility care, urging families and financial advisors to utilize resources like Lincoln's interactive map to plan effectively.
Lincoln National Corp. Stock Outperforms Competitors On Strong Trading Day
Lincoln National Corp. (LNC) stock reportedly outperformed its competitors on a strong trading day, although the provided article immediately pivots to discuss Unity Software's (U.US) fourth-quarter financial results. Unity reported a 35% year-over-year revenue increase to $609 million, exceeding estimates, despite a quarterly loss of 66 cents per share. The article content appears to be a misattribution or a partial article, as the details focus entirely on Unity's earnings rather than Lincoln National's stock performance.
BofA Securities Trims Price Target on Lincoln National to $42 From $43, Maintains Neutral Rating
BofA Securities has lowered its price target for Lincoln National Corporation (LNC) to $42 from $43, while keeping a "Neutral" rating on the stock. This adjustment reflects a revised outlook from the analyst firm for the life and health insurance company. Lincoln National's stock closed at $40.90 on January 16, 2026, marking a 1.49% decrease for the day and an 8.15% decrease since January 1st.
Will Lincoln National (LNC) Beat Estimates Again in Its Next Earnings Report?
Lincoln National (LNC) is predicted to beat its upcoming earnings estimates, continuing a strong trend of surpassing expectations. The company has a positive Zacks Earnings ESP of +0.12% and a Zacks Rank #3 (Hold), indicating a strong likelihood of another beat. Investors are advised to consider these factors ahead of the earnings report expected around February 12, 2026.
Wells Fargo Lifts Price Target for Lincoln National (LNC) | LNC Stock News
Wells Fargo has increased its price target for Lincoln National (LNC) to $41.00 from $39.00, while maintaining an Equal-Weight rating. This adjustment follows several other analyst updates in recent months, with varying price target changes and ratings from firms like Piper Sandler, Mizuho, Jefferies, Keefe, Bruyette & Woods, and UBS. The average analyst target price for LNC is now $45.58, suggesting a potential upside, although GuruFocus' GF Value estimates a slight downside from the current price.
Lincoln National Corporation (NYSE:LNC) Given Average Rating of "Hold" by Brokerages
Lincoln National Corporation (NYSE:LNC) has received an average "Hold" rating from fourteen brokerages, with an average 12-month target price of $46.00. The company recently traded near $41.89, announced a $0.45 quarterly dividend, and reported beating EPS estimates but missing revenue expectations. Insider activity shows a director purchased shares, while an EVP sold shares, and institutional investors own approximately 72.8% of the stock.
Nisa Investment Advisors LLC Has $4.68 Million Stake in Lincoln National Corporation $LNC
Nisa Investment Advisors LLC significantly increased its stake in Lincoln National Corporation (NYSE:LNC) by 145.5% in the third quarter, now owning 116,116 shares valued at $4.68 million. The financial services provider recently announced a quarterly dividend of $0.45 per share, offering an annualized yield of 4.1%. Lincoln National reported Q3 EPS of $2.04, surpassing estimates, but revenue missed expectations, and the stock currently holds a "Hold" consensus rating with a $46 price target.
Lincoln National Corporation (NYSE:LNC) is a favorite amongst institutional investors who own 72%
Institutional investors own 72% of Lincoln National Corporation (NYSE:LNC), with the top 12 shareholders controlling 50% of the company, indicating significant institutional influence over its stock price and decisions. The Vanguard Group, Inc. is the largest shareholder at 10%. Insider ownership remains under 1%, while the general public holds a 17% stake and private equity firms own 9.9%.
Lincoln Financial will break down its 2025 performance on Feb. 12 call
Lincoln Financial (NYSE: LNC) announced it will report its fourth-quarter and full-year 2025 financial results on Thursday, February 12, 2026, at 6:00 a.m. Eastern Time. The company will also host a conference call on the same day at 8:00 a.m. Eastern Time to discuss these results. Earnings materials and a live audio webcast will be accessible through Lincoln Financial's investor relations website, with a replay available shortly after.
A Look At Lincoln National (LNC) Valuation After Recent Share Price Momentum
Lincoln National (LNC) has seen recent share price momentum with gains over the past week, month, and three months, despite no single headline event. While analysts have a consensus price target slightly below its current trading price of US$46.25, the company shows a large modelled intrinsic discount of about 62%. The article discusses whether the market is overlooking value or has already priced in future growth, noting a P/E gap that suggests potential opportunity or concerns about earnings quality.
Lincoln National (NYSE:LNC) Hits New 12-Month High - Here's Why
Lincoln National (NYSE: LNC) recently reached a new 52-week high of $46.72, despite analysts largely maintaining a "Hold" rating with an average target price of $47.17. The company reported strong Q3 earnings, surpassing estimates, and demonstrates solid profitability coupled with a low valuation. Lincoln National also declared a quarterly dividend and saw mixed insider transactions, with institutional investors holding a significant portion of its stock.
Voya and Kempner just trimmed Lincoln National stock — what new filings show
Voya Investment Management and Kempner Capital Management both reduced their holdings in Lincoln National stock during the third quarter, as revealed by their recent 13F filings. Voya's stake decreased by about 26%, while Kempner trimmed its position by 48.5%, indicating a reduction in exposure to the life insurer. Lincoln National shares have been trading near a 12-month high, and analysts are split on the stock, with a consensus "Hold" rating.
Lincoln National (LNC): Valuation Check After New Capital Group ETF Indexed Annuity Launch and Improving Sentiment
Lincoln National (LNC) recently introduced a new Capital Group ETF indexed account for its fixed indexed annuities, combining equity exposure with downside protection, coinciding with improving sentiment and a significant year-to-date share price return of 44.5%. Despite this rebound, the stock remains modestly overvalued at $46.01 compared to a narrative fair value of $44, suggesting that while momentum is strong, the market may already be pricing in future growth. The article also highlights that while the narrative suggests overvaluation, the company's P/E ratio of 4.3x compared to peers' 12.7x hints at potential upside if sentiment normalizes, though lingering legacy variable annuity exposure poses risks.
Lincoln National Corporation stock hits 52-week high at 46.68 USD
Lincoln National Corporation (LNC) stock reached a new 52-week high of $46.68, reflecting significant recovery and 57.12% growth over the past year. Despite a revenue miss, the company exceeded Q3 2025 earnings expectations, maintaining a 3.9% dividend yield and announcing a new Chief AI Officer. InvestingPro suggests the stock is undervalued with a low price-to-earnings ratio of 4.14.
Lincoln National Corporation stock hits 52-week high at 46.68 USD
Lincoln National Corporation (LNC) stock reached a new 52-week high of $46.68, reflecting a 57.12% increase over the past year. Despite facing a challenging economic environment, the company shows robust investor confidence, a low price-to-earnings ratio of 4.14, and maintains a healthy 3.9% dividend yield. Recent positive news includes exceeding Q3 2025 earnings expectations, a new dividend declaration, and Mizuho initiating coverage with an Outperform rating.
Reassessing Lincoln National (LNC) Valuation After a Strong Recent Share Price Rebound
Lincoln National (LNC) has seen a significant share price rebound, up 16% in the past month and over 45% year-to-date, driven by an improving balance sheet and steadier earnings outlook. While the stock's current price of $46.21 is slightly above the consensus analyst fair value of $44, indicating a 5% overvaluation by some measures, its P/E ratio of 4.3x is substantially lower than the industry average of 13.5x, suggesting potential undervaluation or high-risk pricing. The article encourages investors to conduct their own research, considering both the optimistic outlook and potential risks like lingering variable annuity exposure.
Lincoln National Corp. Stock Outperforms Competitors On Strong Trading Day
Lincoln National Corp. (LNC) stock outperformed its competitors on a strong trading day. The article also provides a brief update on Unity Software's (U.US) fourth-quarter earnings, which reported revenue of $609 million, exceeding estimates, and a quarterly loss of 66 cents per share.
Lincoln Financial Serves as First-Ever Game Break Sponsor for Women’s Sports Desk on FOX Sports’ Women’s College Hoops Coverage
Lincoln Financial has announced a multi-year sponsorship with FOX Sports, becoming the first-ever Game Break sponsor for the Women’s Sports Desk during the network’s live women’s college basketball coverage. This partnership highlights Lincoln's commitment to increasing awareness for women's athletics and promoting financial confidence, reaching a rapidly growing consumer segment. The "FOX Sports Game Break Sponsored by Lincoln Financial" will provide national sports headlines and basketball scores twice per game throughout the 2025-2026 women’s basketball season on FOX and FS1.
How Investors May Respond To Lincoln National (LNC) Blending CGDV FIA Launch With FOX Women’s Sports Sponsorship
Lincoln Financial has launched a new fixed indexed annuity (FIA) that is tied to Capital Group's Dividend Value ETF, alongside a multi-year sponsorship with FOX Sports' Women’s Sports Desk. This initiative aims to combine product innovation with broader brand reach, but investors need to consider ongoing capital and earnings volatility risks from Lincoln's legacy products. The article suggests that while these moves support brand momentum, they don't significantly alter the near-term financial stability challenges.
Women’s college hoops gets new Game Break backed by a financial brand
Lincoln Financial (NYSE: LNC) has partnered with FOX Sports to become the first-ever Game Break sponsor for the Women’s Sports Desk in their live women’s college basketball coverage. This multi-year agreement aims to boost visibility for women’s athletics and promote financial confidence by connecting with a growing audience. The FOX Sports Game Break Sponsored by Lincoln Financial will air twice per game during the 2025-2026 season on FOX and FS1, providing sports headlines and scores.
Fast-paced Momentum Stock Lincoln National (LNC) Is Still Trading at a Bargain
Lincoln National (LNC) is identified as a fast-paced momentum stock that is still trading at a bargain, according to Zacks' 'Fast-Paced Momentum at a Bargain' screen. The stock has shown strong recent price increases and exhibits a high beta, indicating significant market sensitivity. Despite its momentum, LNC maintains an attractive valuation, particularly when assessed using the Price-to-Sales ratio.
Mizuho Initiates Coverage on Lincoln National (LNC) with Outperf
Mizuho has initiated coverage on Lincoln National (LNC) with an "Outperform" rating and set a price target of $52.00. This comes amidst other analyst price target raises for LNC from firms like Jefferies, Keefe, Bruyette & Woods, UBS, and Evercore ISI Group. Lincoln National, which operates various insurance and retirement businesses, has an average target price of $45.23 from 13 analysts and a consensus "Hold" recommendation.
Lincoln Financial Introduces First Capital Group ETF Strategy for Fixed Indexed Annuities
Lincoln Financial (NYSE: LNC) has launched the first Capital Group ETF indexed account option for fixed indexed annuities (FIAs) with its 1 Year Capital Group Dividend Value (CGDV) ETF Participation account. This offering, exclusive to Lincoln OptiBlend® FIAs, provides investors with active management and diversified equity exposure while maintaining 100% downside protection. The CGDV ETF, which has a Morningstar Medalist Gold rating and over $19 billion in AUM, aims to deliver consistent returns by focusing on large U.S. companies that pay or have the potential to pay dividends.
Mizuho initiates Lincoln National stock coverage with Outperform rating By Investing.com
Mizuho has initiated coverage on Lincoln National (NYSE:LNC) with an Outperform rating and a $52.00 price target, seeing an undervalued turnaround not fully reflected in current estimates. The firm's estimates for 2026 and 2027 exceed Wall Street consensus, particularly driven by expected improvements in Lincoln’s Life segment. Recent positive developments for the company include exceeding Q3 2025 earnings expectations, declaring a quarterly cash dividend, and appointing a new Chief AI, Data and Analytics Officer.
Jefferies Raises Price Target for Lincoln National (LNC) to $59
Jefferies has increased its price target for Lincoln National (LNC) to $59 from $52, maintaining a "Buy" rating due to confidence in the company's performance and growth potential. This adjustment reflects a 13.46% increase from the previous target. Other analysts have also shown consistent optimism, with several upgrades and maintained ratings for LNC over the past few months.
Has Lincoln National’s 44% Rally in 2025 Fully Reflected Its Recovery Story?
Lincoln National (LNC) has seen a significant 44% rally over the past year, driven by improved sentiment in the life insurance sector and the company's efforts to refine its balance sheet. Despite this strong performance, Simply Wall St's analysis suggests the stock is still undervalued, scoring 5/6 on their valuation checks. Both an Excess Returns analysis and a Price vs Earnings comparison indicate that LNC is trading at a substantial discount compared to its intrinsic value and fair ratio, respectively.
