Zacks Investment Research·5d ago
Fed Reverses Course With First Rate Hike Since 2023: 3 Insurers to BuyRGA, LNC and TRV are poised to benefit from the Fed's first rate hike since 2023 as higher yields support insurers' investment income.
Lincoln National's Q2 2026 earnings beat (EPS $6.72, +76.4% YoY) suggests a potential inflection, but the quality of earnings is questionable given a zero loss ratio and negative operating cash flow (-$558M). The company's capital base has strengthened (equity...
Price trend, volume and key moving averages
Trailing total returns as of 9/23/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q3 2026Latest Jul 30, 2026 | $2.24+14.3% vs $1.96 | $4.9B+0.8% vs $4.9B |
Q2 2026 May 7, 2026 | $1.66+5.1% vs $1.58 | $5.3B+7.5% vs $4.9B |
Q1 2026 Feb 12, 2026 | $2.21+18.8% vs $1.86 | $4.9B+1.1% vs $4.8B |
Q4 2025 Oct 30, 2025 | $2.04+10.9% vs $1.84 | $4.6B-5.4% vs $4.9B |
RGA, LNC and TRV are poised to benefit from the Fed's first rate hike since 2023 as higher yields support insurers' investment income.
LNC is shifting from capital rebuilding to flexibility, with stronger liquidity, lower leverage and new room to pursue growth and returns.
RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) today announced the expiration and results of the previously announced concurrent but separate tender offers (each, an “Offer” and, together, the “Offers”) by Lincoln National Corporation (the “Company”) to purchase for cash up to $500 million in aggregate Liquidation Preference (as defined below) (such amount, the “Maximum Aggregate Liquidation Preference”) of its outstanding depositary shares, representing fractional interests in cer.
On September 08, 2026, Lincoln National Corp (LNC) shares fell 4.7% to $43.32, reflecting a challenging market environment amid a 52-week trading range of $32.1
Benchmark LNC against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Lincoln National Corporation (LNC)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $41.01 | $7.84B | 7.02 | 1.24% | 6.46% | 12.28% | 4.26% | |
| $117.66 | $40.83B | 11.51 | -13.74% | 5.93% | 11.2% | — | |
| $95.92 | $61.72B | 19.98 | 10.22% | 4.61% | 12.75% | — | |
| $93.32 | $14.77B | 21.80 | 2.07% | 5.3% | 6.43% | — | |
| $113.59 | $24.54B | 21.64 | -3.11% | 9.86% | 12.44% | — | |
| $169.43 | $13.16B | 12.05 | 3.82% | 19.56% | 20.28% | — |
Lincoln National Corporation (LNC) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Verify the primary filings, follow material updates, and answer the remaining questions.
Lincoln National Corporation (LNC) SEC filings — annual & quarterly reports (10-K, 10-Q)
Jul 30, 2026·SEC
Jun 29, 2026·SEC
Jun 1, 2026·SEC
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Lincoln National Corporation (LNC) stock FAQ — growth, dividends, profitability & financials explained
Lincoln National Corporation (LNC) grew revenue by 1.2% over the past year. Growth has been modest.
Yes, Lincoln National Corporation (LNC) is profitable, generating $2.36B in net income for fiscal year 2025 (6.5% net margin).
Yes, Lincoln National Corporation (LNC) pays a dividend with a yield of 4.26%. This makes it attractive for income-focused investors.
Lincoln National Corporation (LNC) has a return on equity (ROE) of 12.3%. This is reasonable for most industries.
Lincoln National Corporation (LNC) has a combined ratio of 92.7%. A ratio below 100% indicates underwriting profitability.
