Lincoln National Corporation

Report azionario NYSE:LNC

Capitalizzazione di mercato: US$7.2b

Lincoln National Crescita futura

Criteri Future verificati 1/6

Lincoln National prevede che gli utili e i ricavi cresceranno rispettivamente di 6.6% e 3.7% all'anno. Si prevede che l'EPS crescerà di 5.8% all'anno. Si prevede che il ritorno sul capitale proprio sarà di 10.5% in 3 anni.

Informazioni chiave

6.6%

Tasso di crescita degli utili

5.84%

Tasso di crescita dell'EPS

Insurance crescita degli utili2.2%
Tasso di crescita dei ricavi3.7%
Rendimento futuro del capitale proprio10.47%
Copertura analitica

Good

Ultimo aggiornamento15 Jun 2026

Aggiornamenti recenti sulla crescita futura

Recent updates

Articolo di analisi Jun 20

Lincoln National (LNC) Stock Could Be 18.2% Undervalued After Profit And Revenue Jump

Fresh analysis around Lincoln National (LNC) is drawing attention after the company reported a 27.10% year over year revenue change and a 72.75% net profit change, alongside a sharp rise in institutional ownership. See our latest analysis for Lincoln National. At a share price of US$37.17, Lincoln National has seen its short term share price return rise 3.31% over 30 days and 9.94% over 90 days, while the 1 year total shareholder return is 18.12% and the 3 year total shareholder return is...
Aggiornamento della narrazione Jun 07

LNC: Earnings Momentum And Mortality Improvements Will Support Future Repricing Potential

Narrative Update The analyst price target for Lincoln National has been modestly reduced by around $0.30, as analysts adjust models following recent Q1 results and groupwide life insurance updates, while still reflecting their views on earnings momentum, mortality trends, and risk reassessment across the sector. Analyst Commentary Recent price target changes for Lincoln National show a mix of caution and optimism, with several bullish analysts highlighting earnings execution, improving mortality experience in the group and life businesses, and ongoing model updates after recent quarterly results.
Aggiornamento della narrazione May 22

LNC: Cash Flow And Balance Sheet Progress Will Temper Private Credit Repricing Risks

Lincoln National's analyst fair value estimate has been trimmed by $1 to $33, as analysts factor in adjusted revenue growth assumptions, a slightly stronger profit margin profile, and a lower future P/E multiple in the wake of recent price target revisions across the Street. Analyst Commentary Street research on Lincoln National has been active, with a mix of target price increases and cuts as analysts digest recent earnings and reassess risk factors.
Seeking Alpha May 20

Lincoln National: Market Uncertainty Opens More Entry Opportunities And Upside Potential

Summary Lincoln National remains fundamentally strong, with diversified segments and prudent investment management supporting growth despite macroeconomic volatility. LNC's Q1 2026 operating revenue rose 13.1% YoY to $5.31B, while improved margins and reduced expenses reflect effective strategic prioritization. Valuation is compelling: LNC trades at a 4.04x P/E and 0.34x P/S, both below historical averages, opening new buying opportunities. I reiterate my 'Buy' rating on LNC, citing robust liquidity, defensive insurance demand, and technicals signaling waning selling pressure. Read the full article on Seeking Alpha
Aggiornamento della narrazione May 01

LNC: Cash Generation And Capital Return Progress Will Drive Future Repricing Potential

Analysts have trimmed their fair value estimate for Lincoln National to about $54.40 from roughly $58.77, reflecting lower P/E assumptions and a higher discount rate, while also factoring in slightly stronger revenue growth and profit margins, consistent with recent reductions in Street price targets across the life insurance group. Analyst Commentary Recent Street research on Lincoln National shows a mix of cautious price target resets and selective optimism, with several firms revisiting assumptions around cash flow, private credit exposure, and capital return.
Aggiornamento della narrazione Apr 16

LNC: Cash Flow And Balance Sheet Progress Will Counter Private Credit Concerns

Lincoln National's updated analyst price target has shifted from $38.00 to $34.00 as analysts factor in a higher discount rate, slightly lower modeled revenue growth and profit margins, and a reduced future P/E multiple, even as recent research highlights differences in views on cash flow strength and private credit exposure risk across the life insurance group. Analyst Commentary Recent Street research around Lincoln National points to a mixed setup, with several firms trimming price targets while others highlight improving fundamentals.
Aggiornamento della narrazione Apr 01

LNC: Rising Free Cash Flow And Deleveraging Will Support Future Share Repurchases

Analyst price targets for Lincoln National have moved slightly lower, with the blended fair value estimate easing from about $46.17 to $45.46 as analysts factor in updated views on cash flow quality, private credit exposure, and life insurance sector valuation pressures, alongside improving commentary on free cash flow and leverage. Analyst Commentary Recent research updates on Lincoln National reflect a mix of optimism around execution and balance sheet progress, alongside continued caution on sector risks and earnings quality.
Aggiornamento della narrazione Mar 18

LNC: Cash Flow Progress Will Likely Offset Private Credit And Loss Cost Risks

The analyst fair value estimate for Lincoln National has been reduced by $1 to $38 as analysts update models for cash flow, private credit exposure, and post-Q4 earnings. They continue to highlight company-specific efforts related to free cash flow, leverage, and capital returns.
Aggiornamento della narrazione Mar 04

LNC: Rising Free Cash Flow And Deleveraging Will Support Future Capital Returns

Narrative Update: Lincoln National Lincoln National's updated analyst price target of about $46.17, compared with the prior $44.00, reflects analysts' mixed but generally constructive views that factor in recent rating upgrades, revised life insurance sector targets, and ongoing attention to cash flow, leverage, and valuation pressures across the group. Analyst Commentary Recent Street research on Lincoln National reflects a mix of optimism around execution and balance sheet progress, alongside caution on sector wide pressures and valuation risk.
Aggiornamento della narrazione Feb 18

LNC: Capital Strength And Cash Flow Will Support Future Repricing Potential

Narrative Update The analyst price target for Lincoln National has been lifted by $1, reflecting updated assumptions around fair value and growth, as several firms recently fine tuned their views on life insurers, capital strength, cash flow, and sales trends heading into upcoming results. Analyst Commentary Recent Street research on Lincoln National has been mixed, but there is a clear cluster of bullish analysts who are fine tuning their price targets around updated expectations for capital strength, cash flow, and sales trends across life insurers.
Aggiornamento della narrazione Feb 04

LNC: Capital Strength And Cash Flow Will Support Future Repricing Potential

Analysts have inched their price targets on Lincoln National higher overall, with recent adjustments in the low single dollar range as they weigh updated views on capital strength, cash flow, life insurance sales trends, and margin assumptions against cautious commentary on pricing and loss cost pressures across insurance lines. Analyst Commentary Recent research has clustered around relatively small price target moves, but the tone of several reports is constructive.
Aggiornamento della narrazione Jan 20

LNC: Capital Strength And Margins Will Support Future Repricing Potential

Narrative Update on Lincoln National Analysts have lifted their price targets on Lincoln National by low single digit dollar amounts, with recent moves such as Wells Fargo's adjustment to $41 and other revisions reflecting updated views on sales trends, capital, and margin assumptions for life insurers. Analyst Commentary Recent price target moves on Lincoln National have been relatively modest in dollar terms, but together they give you a clearer view of how the Street is thinking about valuation, balance sheet strength, and execution risk for life insurers.
Articolo di analisi Jan 09

Lincoln National (NYSE:LNC) Has Announced A Dividend Of $0.45

The board of Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend on the 2nd of...
Aggiornamento della narrazione Jan 06

LNC: Rising Loss Costs Will Likely Erode Future Earnings Stability

Analysts have trimmed their price target on Lincoln National to US$43 from US$44, citing less constructive pricing trends in key insurance lines and rising loss costs. They added that they view sector valuations as not especially expensive.
Aggiornamento della narrazione Dec 22

LNC: Future Earnings Stability Will Likely Mask Weather Driven Downside Risk

Analysts have lifted their fair value estimate for Lincoln National to about $39 per share, up roughly $8 from prior levels. They cite calmer catastrophe experience, supportive investment and fee income tailwinds, and favorable claims trends that are expected to underpin steadier earnings and justify a higher future earnings multiple.
Articolo di analisi Dec 16

Lincoln National (NYSE:LNC) Will Pay A Dividend Of $0.45

The board of Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend on the 2nd of...
Aggiornamento della narrazione Dec 08

LNC: Earnings Durability And Calmer Claims Environment Will Support Steady Performance

Analysts have nudged their blended price target for Lincoln National moderately higher, from $40 to roughly the low $40s. They cite a calmer underwriting environment, supportive investment income tailwinds, and growing confidence in the company’s capital light pivot and earnings durability, despite lingering concerns about distributable earnings and capital returns.
Aggiornamento della narrazione Nov 24

LNC: Earnings Resilience And Sector Tailwinds Will Support Steady Performance Ahead

Lincoln National’s analyst price target has increased by $2, to $42 per share, as analysts cite continued earnings resilience, sector tailwinds, and improved claims experience supporting the outlook. Analyst Commentary Analysts are divided in their perspective on Lincoln National, with several highlighting both positive developments and ongoing concerns influencing the company’s outlook and valuation.
Articolo di analisi Nov 18

Lincoln National (NYSE:LNC) Is Paying Out A Dividend Of $0.45

The board of Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend on the 2nd of...
Aggiornamento della narrazione Nov 09

LNC: Shares Will Likely See Stability As Profits And Capital Levels Improve

Lincoln National’s analyst price target has increased modestly from $43.75 to $44.00. Analysts attribute this slight upward revision to continued earnings growth, improved capital levels, and sector tailwinds.
Aggiornamento della narrazione Oct 26

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

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.
Aggiornamento della narrazione Oct 12

Diversified Transformation And Digital Modernization Will Unlock Market Opportunity

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.
Articolo di analisi Sep 26

Lincoln National (NYSE:LNC) Is Paying Out A Dividend Of $0.45

Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend of $0.45 per share on the 3rd of...
Aggiornamento della narrazione Sep 24

Diversified Transformation And Digital Modernization Will Unlock Market Opportunity

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.
Articolo di analisi Sep 11

Lincoln National (NYSE:LNC) Has Affirmed Its Dividend Of $0.45

Lincoln National Corporation ( NYSE:LNC ) will pay a dividend of $0.45 on the 3rd of November. The dividend yield will...
Aggiornamento della narrazione Sep 09

Diversified Transformation And Digital Modernization Will Unlock Market Opportunity

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.
Articolo di analisi Aug 30

The Market Lifts Lincoln National Corporation (NYSE:LNC) Shares 26% But It Can Do More

The Lincoln National Corporation ( NYSE:LNC ) share price has done very well over the last month, posting an excellent...
Articolo di analisi Aug 18

Lincoln National (NYSE:LNC) Has Affirmed Its Dividend Of $0.45

The board of Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend on the 3rd of...
Articolo di analisi Jun 28

Lincoln National's (NYSE:LNC) Dividend Will Be $0.45

Lincoln National Corporation ( NYSE:LNC ) has announced that it will pay a dividend of $0.45 per share on the 1st of...
Seeking Alpha Mar 19

Lincoln National: Insurance And Annuities Could Drive Business And Sustain Dividends

Summary Lincoln National gets a buy rating, agreeing with the latest consensus from Seeking Alpha analysts. The firm is in the top 7 of US life insurers, and could benefit from macro growth in life insurance and annuities demand. Its dividend yield is above average, while free cash flow also recently improved, which could continue to sustain the stable dividend. Exposure to a large debt securities and real estate loan portfolio could present an asset risk, due to interest rates, however, the firm also received an investment-grade rating from Fitch. Read the full article on Seeking Alpha
Seeking Alpha Jan 13

Lincoln National: We Have A Significant Potential Upside Going Into 2025-2027

Summary Lincoln National's fundamentals have improved significantly, with a BBB+ rating, stable dividend, and strong earnings growth, making it a top investment pick. The company's valuation is highly attractive, trading at less than 4.6x P/E, with potential for 100-200% total RoR in the next few years. LNC's latest earnings report shows strong performance across all segments, particularly in annuities and Group Protection, with improved RBC and leverage ratios. Despite past challenges, LNC is on a recovery path, and I maintain a "Buy" rating with a price target of $55/share. Read the full article on Seeking Alpha

Previsioni di crescita degli utili e dei ricavi

NYSE:LNC - Stime future degli analisti e dati finanziari passati (USD Millions )
DataRicaviUtiliFlusso di cassa liberoLiquidità dell'operazioneAvg. Numero di analisti
12/31/202820,8581,749N/AN/A6
12/31/202720,2001,576875N/A9
12/31/202619,5851,023825N/A9
3/31/202618,8301,636243243N/A
12/31/202518,2691,086-167-167N/A
9/30/202518,1812,019-178-178N/A
6/30/202517,7881,046936936N/A
3/31/202518,3251,242-936-936N/A
12/31/202417,9683,184-2,007-2,007N/A
9/30/202413,625262-4,097-4,097N/A
6/30/202413,6531,643-4,024-4,024N/A
3/31/202411,9991,258-2,643-2,643N/A
12/31/202311,702-834-2,074-2,074N/A
9/30/202314,8401,233388388N/A
6/30/202315,283-1,363992992N/A
3/31/202317,909-1,0302,3592,359N/A
12/31/202218,9251,3583,6093,609N/A
9/30/202220,2041,2393,0753,075N/A
6/30/202220,7733,3342,7642,764N/A
3/31/202220,0483,1441,2861,286N/A
12/31/202117,7153,778-217-217N/A
9/30/202118,7631,328301301N/A
6/30/202118,8831,408-668-668N/A
3/31/202117,548672-563-563N/A
12/31/202017,439499534534N/A
9/30/202017,648788512512N/A
6/30/202016,925228847847N/A
3/31/202017,718686-900-900N/A
12/31/201917,258886N/A-2,686N/A
9/30/201917,444853N/A-1,948N/A
6/30/201917,0701,505N/A-1,251N/A
3/31/201916,7801,526N/A472N/A
12/31/201816,4241,641N/A1,943N/A
9/30/201815,5622,057N/A1,213N/A
6/30/201814,8091,985N/A1,218N/A
3/31/201814,3662,011N/A819N/A
12/31/201714,2572,079N/A788N/A
9/30/201713,8421,454N/A1,201N/A
6/30/201713,8561,502N/A938N/A
3/31/201713,5871,416N/A1,083N/A
12/31/201613,3301,192N/A1,272N/A
9/30/201613,2481,285N/A1,436N/A
6/30/201613,4381,046N/A2,197N/A
3/31/201613,5111,065N/A2,245N/A
12/31/201513,5721,154N/A2,243N/A
9/30/201514,0851,219N/A2,918N/A
6/30/201513,7821,431N/A2,737N/A

Previsioni di crescita futura degli analisti

Guadagni vs tasso di risparmio: La crescita prevista degli utili di LNC ( 6.6% all'anno) è superiore al tasso di risparmio ( 3.5% ).

Guadagni vs Mercato: Si prevede che gli utili di LNC ( 6.6% all'anno) cresceranno più lentamente rispetto al mercato US ( 18.7% all'anno).

Guadagni ad alta crescita: Si prevede che gli utili di LNC cresceranno, ma non in modo significativo.

Ricavi vs Mercato: Si prevede che il fatturato di LNC ( 3.7% all'anno) crescerà più lentamente rispetto al mercato US ( 12.8% all'anno).

Ricavi ad alta crescita: Si prevede che il fatturato di LNC ( 3.7% all'anno) crescerà più lentamente di 20% all'anno.


Previsioni di crescita dell'utile per azione


Rendimento futuro del capitale proprio

ROE futuro: Si prevede che il Return on Equity di LNC sarà basso tra 3 anni ( 10.5 %).


Scoprire le aziende in crescita

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/23 07:30
Prezzo dell'azione a fine giornata2026/06/23 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Lincoln National Corporation è coperta da 28 analisti. 9 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
null nullArgus Research Company
Taylor ScottBarclays
Jay GelbBarclays