Lincoln National Corporation (LNC) Stock

Lincoln National Corporation (LNC) is a Financials stock trading at $42.38 (as of 2026-08-24), with a market capitalization of $8.11B and a trailing P/E of 4.7. Figures are sourced from first-party U.S. SEC EDGAR filings and market data.

Lincoln National Corporation, through its subsidiaries, operates multiple insurance and retirement businesses in the United States. It operates through four segments: Annuities, Retirement Plan Services, Life Insurance, and Group Protection. The Annuities segment offers fixed, variable, and indexed variable annuities. The Retirement Plan Services segment provides employers with retirement plan products and services primarily in the defined contribution retirement plan marketplace. This segment offers individual and group variable annuities, group fixed annuities, and mutual fund-based programs; and a range of plan services, including plan recordkeeping, compliance testing, participant education, and trust and custodial services. The Life Insurance segment provides life insurance products, including term insurance, such as single and survivorship versions of universal life insurance; variable universal life insurance; indexed universal life insurance products; and critical illness and long-term care riders. The Group Protection segment offers group non-medical insurance products comprising short and long-term disability, statutory disability and paid family medical leave administration and absence management services, term life, dental, vision and accident, and critical illness benefits and services to the employer marketplace through various forms of employee-paid and employer-paid plans. The company distributes its products through consultants, brokers, planners, agents, financial advisors, third-party administrators, and other intermediaries. Lincoln National Corporation was founded in 1905 and is based in Radnor, Pennsylvania.

Understand Lincoln National Corporation: how it makes money

Lincoln National sells annuities, retirement plan products and services, life insurance, and group protection insurance in the United States, earning money through these contract and service businesses across four segments.

The company's profit model is driven by the performance of its four segment businesses, Annuities, Retirement Plan Services, Life Insurance, and Group Protection, each tied to different retirement and insurance offerings.

Business quality (Weak): Well-defined segment structure across annuities, retirement plan services, life insurance, and group protection, but the latest quarter shows an operating margin of -4.6%, which highlights near-term profitability pressure.

Valuation: At 4× earnings, LNC trades 68% below the Insurance average (13×). Note: one-time items can distort reported P/E.

Bull case

  • Diversified segment mix: The company operates four segments, Annuities, Retirement Plan Services, Life Insurance, and Group Protection, spanning multiple retirement and insurance product types.

Bear case

  • Latest quarter operating losses: The latest reported operating margin is -4.6% (operating margin_pct), indicating the business is not currently generating operating profit.
Valuation — source: SEC EDGAR (first-party)
Price$42.38
Market Cap$8.11B
P/E Ratio4.7
EV / EBITDA2.3
Price / Book0.71
Price / Sales0.40
DCF Value (model)$83.58
DCF Upside vs Price97.2%
Profitability & Growth — source: SEC EDGAR
Revenue (TTM)$18.21B
Net Margin6.5%
Revenue Growth (YoY)12.3%
EPS Growth (YoY)76.5%
Valuation vs Sector & Industry
Stock P/E4.7
Sector P/E (Financials)15.2
Industry P/E (Insurance)13.1
vs Sector-69.4%
vs Industry-64.4%
Smart-Money Activity — SEC Form 4 / 13F / Congressional disclosures
Top Institutional HolderVANGUARD GROUP INC ($879.07M)
Institutional Holders Tracked10
Congressional Trades (recent)4
Company
SectorFinancials
IndustryInsurance
CEOEllen R. Gail Cooper
Employees9,783
CountryUS
IPO Date1980-03-17

Related Companies (Insurance; 8 comparable insurers)

  • Corebridge Financial, Inc. (CRBG)
  • Reinsurance Group of America, Incorporated (RGA)
  • Voya Financial, Inc. (VOYA)
  • Genworth Financial, Inc. (GNW)
  • Brighthouse Financial, Inc. (BHFAL)
  • Jackson Financial Inc. (JXN)
  • Globe Life Inc. (GL)
  • F&G Annuities & Life, Inc. (FG)
LNC earnings history · LNC institutional & insider holders · LNC KPIs & operating metrics · LNC financials · LNC investor presentations & press releases · LNC SEC filings · LNC peers · Congress trades · Insider trades · Short interest · Stock screener

Data as of 2026-08-24.

Figures sourced from U.S. Securities and Exchange Commission (SEC EDGAR) filings and market data. Not personalized investment advice.