Lincoln National（LNC）株式概要
リンカーン・ナショナル・コーポレーションは、その子会社を通じて、米国で複数の保険およびリタイヤメント事業を運営している。 詳細
LNC Community Fair Values
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Analyst Price Targets
Lincoln National Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$46.67 |
| 52週高値 | US$47.67 |
| 52週安値 | US$32.18 |
| ベータ | 1.13 |
| 1ヶ月の変化 | 19.09% |
| 3ヶ月変化 | 30.36% |
| 1年変化 | 21.98% |
| 3年間の変化 | 77.39% |
| 5年間の変化 | -33.88% |
| IPOからの変化 | 1,075.94% |
最新ニュース
ナラティブ更新 • Aug 06
LNC: Reinsurance Cash Releases And Buybacks Will Support Future Repricing
Lincoln National's analyst fair value estimate has been revised from $57.00 to about $59.74, as analysts factor in a series of recent price target increases across the life insurance peer group, supported by improved sector valuations, expectations around capital redeployment, and updated earnings and cash flow assumptions. Analyst Commentary Recent research on Lincoln National points to a more constructive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their views on the stock.Seeking Alpha • Aug 01
Lincoln National's Reinsurance Deal Unlocks Further Upside
Summary Lincoln National executed a transformative $5.8B reinsurance deal, improving capital efficiency and freeing up resources for higher-return products. Q2 results were strong: EPS of $2.24 beat by $0.28, revenue grew 12%, and operating income rose for the 8th consecutive quarter. LNC’s capital actions, including preferred stock redemption and a secure 3.9% dividend, position it for resumed share repurchases and enhanced free cash flow. With a raised $50 price target and ongoing 'buy' rating, I see low-teens total return potential over the next year. Read the full article on Seeking Alphaナラティブ更新 • Jul 22
LNC: Capital Releases From Reinsurance And Buybacks Will Drive Future Repricing
The analyst fair value estimate for Lincoln National has moved to $57.00 from $54.11, reflecting Street research that points to improved sector valuations, a more supportive macro backdrop, and company specific factors such as stronger excess cash and potential capital returns. Analyst Commentary Recent research on Lincoln National highlights a series of upward price target revisions and rating changes that collectively point to improving sentiment around the stock.Recent updates
ナラティブ更新 • Aug 06
LNC: Reinsurance Cash Releases And Buybacks Will Support Future Repricing
Lincoln National's analyst fair value estimate has been revised from $57.00 to about $59.74, as analysts factor in a series of recent price target increases across the life insurance peer group, supported by improved sector valuations, expectations around capital redeployment, and updated earnings and cash flow assumptions. Analyst Commentary Recent research on Lincoln National points to a more constructive tone, with several bullish analysts lifting price targets and, in some cases, upgrading their views on the stock.Seeking Alpha • Aug 01
Lincoln National's Reinsurance Deal Unlocks Further Upside
Summary Lincoln National executed a transformative $5.8B reinsurance deal, improving capital efficiency and freeing up resources for higher-return products. Q2 results were strong: EPS of $2.24 beat by $0.28, revenue grew 12%, and operating income rose for the 8th consecutive quarter. LNC’s capital actions, including preferred stock redemption and a secure 3.9% dividend, position it for resumed share repurchases and enhanced free cash flow. With a raised $50 price target and ongoing 'buy' rating, I see low-teens total return potential over the next year. Read the full article on Seeking Alphaナラティブ更新 • Jul 22
LNC: Capital Releases From Reinsurance And Buybacks Will Drive Future Repricing
The analyst fair value estimate for Lincoln National has moved to $57.00 from $54.11, reflecting Street research that points to improved sector valuations, a more supportive macro backdrop, and company specific factors such as stronger excess cash and potential capital returns. Analyst Commentary Recent research on Lincoln National highlights a series of upward price target revisions and rating changes that collectively point to improving sentiment around the stock.
ナラティブ更新 • Jul 08
LNC: Capital Building Completion And Earnings Quality Will Shape Future Buybacks
Analysts have revised the Lincoln National fair value estimate from about $45.46 to $42.83, reflecting a combination of higher Street price targets in the low to mid $40s and updated assumptions around growth, profitability and future P/E. Analyst Commentary Recent Street research on Lincoln National points to a mixed but generally constructive tone, with several price target updates clustering in the low to mid US$40s and a few firms trimming targets.ナラティブ更新 • Jun 24
LNC: Earnings Momentum And Mortality Trends Will Drive Future Repricing Potential
Lincoln National's updated analyst price target reflects a modest reset in expectations to around the low $40s, with analysts citing recent Q1 earnings updates, mixed target revisions between $39 and $44, and ongoing momentum in life insurance and international business trends as key drivers of their refreshed views. Analyst Commentary Recent research on Lincoln National points to a split in opinion, but there is a clear pocket of bullish analysts who see the stock as having room to perform if the company continues to execute on its current plan and maintains earnings momentum.分析記事 • 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...ナラティブ更新 • 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.
ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.分析記事 • 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...分析記事 • 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...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株主還元
| LNC | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 1.4% | 1.0% | 3.5% |
| 1Y | 22.0% | 10.0% | 20.5% |
業界別リターン: LNC過去 1 年間で8.1 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: LNC過去 1 年間で20.8 % の収益を上げたUS市場を上回りました。
価格変動
| LNC volatility | |
|---|---|
| LNC Average Weekly Movement | 5.3% |
| Insurance Industry Average Movement | 4.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: LNC 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: LNCの 週次ボラティリティ ( 5% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1905 | 9,423 | Ellen R. Cooper | www.lincolnfinancial.com |
リンカーン・ナショナル・コーポレーションは、その子会社を通じて、米国で複数の保険およびリタイヤメント事業を展開している。4つのセグメントを通じて事業を展開している：生命保険、年金、グループ・プロテクション、リタイヤメント・プラン・サービスである。生命保険事業は、定期保険、ユニバーサル生命保険（UL）、インデックス型ユニバーサル生命保険、変額ユニバーサル生命保険（VUL）、リンクド・ベネフィット型ULおよびVUL商品、重大疾病特約および長期介護特約などの生命保険商品を提供している。年金部門は変額年金、定額年金、登録インデックス連動年金を提供している。グループ・プロテクション部門は、従業員負担および雇用主負担の様々なプランを通じて、雇用主市場向けに、短期および長期の障害および管理サービス、法定障害、有給家族医療休暇の管理および欠勤管理サービス、定期保険、生命保険、補足医療保険、傷害、重大疾病、病院補償給付、歯科および眼科商品から成るグループ非医療保険商品を提供している。リタイヤメント・プラン・サービス部門は、主に確定拠出型リタイヤメント・プラン市場におけるリタイヤメント・プラン商品およびサービス、個人・団体変額年金、団体定額年金、ミューチュアル・ファンド・ベース・プログラム、プラン記録管理、コンプライアンス・テスト、加入者教育、信託・保管サービスなどの各種プラン・サービスを雇用主に提供している。コンサルタント、ブローカー、プランナー、代理店、ファイナンシャル・アドバイザー、第三者機関、金融機関、その他の仲介業者を通じて商品を販売している。リンカーン・ナショナル・コーポレーションは1905年に設立され、ペンシルバニア州ラドナーに本社を置いている。
Lincoln National Corporation 基礎のまとめ
| LNC 基礎統計学 | |
|---|---|
| 時価総額 | US$8.98b |
| 収益（TTM） | US$2.27b |
| 売上高(TTM) | US$19.39b |
3.9x
PER（株価収益率0.5x
P/SレシオLNC は割高か？
公正価値と評価分析を参照収益と収入
| LNC 損益計算書（TTM） | |
|---|---|
| 収益 | US$19.39b |
| 売上原価 | US$14.14b |
| 売上総利益 | US$5.25b |
| その他の費用 | US$2.98b |
| 収益 | US$2.27b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 11.85 |
| グロス・マージン | 27.08% |
| 純利益率 | 11.70% |
| 有利子負債／自己資本比率 | 63.8% |
LNC の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
3.9%
現在の配当利回り15%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/06 01:54 |
| 終値 | 2026/08/06 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Lincoln National Corporation 9 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。28
| アナリスト | 機関 |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Jay Gelb | Barclays |