Update shared on09 Sep 2025
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.
- Positive outlook due to early progress in the company's turnaround efforts.
- Opportunity to leverage strategic benefits from the Bain partnership.
- Focus on monitoring results in the group business segment.
- Potential for share repurchases as initiatives progress.
What's in the News
- Lincoln Financial enhanced its fixed indexed annuities by adding a 1 Year Cap Lock account linked to the S&P 500 and a 1 Year Participation account, aiming to offer more upside growth and diversification.
- The company did not repurchase any shares in the most recent quarter and has completed 77.44% of its previously announced buyback program.
- Lincoln launched the LVIP American Funds Vanguard Active Passive Growth Fund within its variable annuities, blending active management by Capital Group and passive index exposure by Vanguard to target diversified, long-term growth and downside risk protection.
Valuation Changes
Summary of Valuation Changes for Lincoln National
- The Consensus Analyst Price Target remained effectively unchanged, moving only marginally from $41.27 to $41.73.
- The Future P/E for Lincoln National remained effectively unchanged, moving only marginally from 7.48x to 7.58x.
- The Discount Rate for Lincoln National remained effectively unchanged, moving only marginally from 8.01% to 8.10%.
Disclaimer
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