US · Financial Services · Insurance - Life
EPS came in at 1.72 against a street estimate of 1.96 — a miss of 12.2%.
Analysts rate Lincoln National Corporation a hold (6 buy, 5 hold, 2 sell out of 13) with an average price target of $47.83.
CONFIDENT Lincoln delivered 8th consecutive quarter of adjusted operating income growth (+3% YoY). Announced $5.8B GUL reinsurance deal with Talcott, prefunded half of callable preferred stock, and now positioned for share buybacks with $900M+ holding company cash. Q2 2026 No geographic segments disclosed. Analysts pressed timing of buyback resumption (answered: Board decision next week, no commitment yet), impact of reinsurance policy change on reported earnings (net negative but deal-specific, clarifies economics), and competitive positioning in annuities (management confident in digital capabilities and distribution depth). 2026-07-30…
Full summary in the app.
| Fund | Stake |
|---|---|
| Bain Capital Prairie, LLC | 9.80% |
| BlackRock Inc | 9.70% |
| Vanguard Portfolio Management, LLC | 5.45% |
| Dimensional Fund Advisors, Inc. | 4.48% |
| Vanguard Capital Management, LLC | 4.36% |
| Massachusetts Financial Services Company | 3.33% |
| State Street Corp | 3.19% |
| T. Rowe Price Associates, Inc. | 2.61% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • For the three months ended September 30, 2026, net income was $1,399 million, versus $445 million in the same period of 2025. • | 2026-11-05 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Third-quarter 2026 net income was $1,399 million, up 214.4% from $445 million in third-quarter 2025. • Net income available to co | 2026-11-05 |
| Board / officer change · Q3 2026 LINCOLN NATIONAL CORPORATION (LNC) – 8-K SUMMARY HEADLINE NUMBERS • CFO Departure: Christopher Neczypor, Executive Vice President and Chief Financia | 2026-08-10 |
| Quarterly report · Q2 2026 LINCOLN NATIONAL CORPORATION – Q2 2026 10-Q SUMMARY HEADLINE NUMBERS • Total Assets: $429.8 billion (June 30, 2026) vs. $417.2 billion (December 31, | 2026-07-30 |
| Results announced · Q3 2026 LINCOLN FINANCIAL Q2 2026 STATISTICAL SUPPLEMENT HEADLINE NUMBERS • Net income (loss) Q2 2026: $1,332 million vs. $(172) million Q1 2026 (swing of $ | 2026-07-30 |
| Company announcement · Q2 2026 LINCOLN NATIONAL CORPORATION - 8-K SUMMARY HEADLINE NUMBERS • Debt Offering Amount: $500 million aggregate principal amount of 6.800% Fixed-to-Fixed | 2026-06-29 |
| Shareholder vote results · Q2 2026 LINCOLN NATIONAL CORPORATION – FORM 8-K SUMMARY HEADLINE NUMBERS • Annual shareholder meeting held May 28, 2026 • Total votes cast for director elec | 2026-06-01 |
| Quarterly report · Q1 2026 LINCOLN NATIONAL CORPORATION - FORM 10-Q SUMMARY Quarter Ended March 31, 2026 --- HEADLINE NUMBERS • Net Loss Q1 2026: $172 million (vs. loss of $7 | 2026-05-07 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Dividend | $0.45 / share ex-date Oct 9, 2026 · pay Nov 2, 2026 | 2026-10-09 |
| Dividend | $0.45 / share ex-date Jul 10, 2026 · pay Aug 3, 2026 | 2026-07-10 |
| Dividend | $0.45 / share ex-date Apr 10, 2026 · pay May 1, 2026 | 2026-04-10 |
| Dividend | $0.45 / share ex-date Jan 12, 2026 · pay Feb 2, 2026 | 2026-01-12 |
| Dividend | $0.45 / share ex-date Oct 10, 2025 · pay Nov 3, 2025 | 2025-10-10 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Lincoln National Corporation — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-11-07.