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Resilient Earnings And Capital-Light Model Will Drive Future Turnaround Momentum

Published
29 Aug 24
Updated
26 Oct 25
AnalystConsensusTarget's Fair Value
US$43.75
8.7% undervalued intrinsic discount
26 Oct
US$39.93
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1Y
24.7%
7D
3.6%

Author's Valuation

US$43.758.7% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on26 Oct 25
Fair value Increased 0.77%

The analyst price target for Lincoln National has increased modestly to $43.75, up from $43.42. Analysts highlight steady revenue growth, improved profit margins, and favorable trends in claims experience, which support the company's ongoing turnaround.

Shared on12 Oct 25
Fair value Increased 1.56%

Lincoln National's analyst price target has increased to approximately $43.42 from $42.75, as analysts cite improving revenue growth, slightly higher profit margins, and positive trends in earnings quality as key factors supporting a more favorable outlook. Analyst Commentary Recent research updates on Lincoln National reflect a range of analyst views as the company continues to execute its turnaround strategy.

Shared on24 Sep 25
Fair value Increased 2.45%

Analysts have raised Lincoln National’s price target as they grow more confident in the company’s capital-light pivot, profitability improvements, and turnaround progress, with the consensus fair value edging up from $41.73 to $42.75. Analyst Commentary Bullish analysts highlight Lincoln National's successful shift toward a capital-light business model, supporting more sustainable and profitable earnings growth.

Shared on09 Sep 25
Fair value Increased 1.10%

Lincoln National’s price target saw a modest increase to $41.73, reflecting analysts’ improved outlook driven by strong quarterly performance, early turnaround progress, and strategic benefits from the Bain partnership. Analyst Commentary Strong quarterly performance exceeded high expectations.

Shared on07 May 25
Fair value Increased 8.90%

Shared on30 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 7.09%

AnalystConsensusTarget has decreased revenue growth from 3.9% to 3.4%.

Shared on09 Apr 25
Fair value Increased 3.95%

AnalystConsensusTarget has decreased revenue growth from 4.5% to 3.9%.

Shared on10 Mar 25
Fair value Increased 3.02%

AnalystConsensusTarget has decreased revenue growth from 14.6% to 4.5%.