Lincoln National 향후 성장
Future 기준 점검 1/6
Lincoln National (는) 각각 연간 7.2% 및 4.2% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 7.1% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 10.6% 로 예상됩니다.
핵심 정보
7.2%
이익 성장률
7.10%
EPS 성장률
| Insurance 이익 성장 | 2.2% |
| 매출 성장률 | 4.2% |
| 향후 자기자본이익률 | 10.65% |
| 애널리스트 커버리지 | Good |
| 마지막 업데이트 | 15 Jul 2026 |
최근 향후 성장 업데이트
Recent updates
내러티브 업데이트 • 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.
내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.
내러티브 업데이트 • 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 Alpha내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.내러티브 업데이트 • 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.내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...내러티브 업데이트 • 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.분석 기사 • 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...분석 기사 • 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 AlphaSeeking 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 Alpha이익 및 매출 성장 예측
| 날짜 | 매출 | 이익 | 자유현금흐름 | 영업현금흐름 | 평균 애널리스트 수 |
|---|---|---|---|---|---|
| 12/31/2028 | 21,170 | 1,766 | N/A | N/A | 6 |
| 12/31/2027 | 20,419 | 1,592 | 900 | N/A | 9 |
| 12/31/2026 | 19,672 | 901 | 825 | N/A | 9 |
| 3/31/2026 | 18,830 | 1,636 | 243 | 243 | N/A |
| 12/31/2025 | 18,269 | 1,086 | -167 | -167 | N/A |
| 9/30/2025 | 18,181 | 2,019 | -178 | -178 | N/A |
| 6/30/2025 | 17,788 | 1,046 | 936 | 936 | N/A |
| 3/31/2025 | 18,325 | 1,242 | -936 | -936 | N/A |
| 12/31/2024 | 17,968 | 3,184 | -2,007 | -2,007 | N/A |
| 9/30/2024 | 13,625 | 262 | -4,097 | -4,097 | N/A |
| 6/30/2024 | 13,653 | 1,643 | -4,024 | -4,024 | N/A |
| 3/31/2024 | 11,999 | 1,258 | -2,643 | -2,643 | N/A |
| 12/31/2023 | 11,702 | -834 | -2,074 | -2,074 | N/A |
| 9/30/2023 | 14,840 | 1,233 | 388 | 388 | N/A |
| 6/30/2023 | 15,283 | -1,363 | 992 | 992 | N/A |
| 3/31/2023 | 17,909 | -1,030 | 2,359 | 2,359 | N/A |
| 12/31/2022 | 18,925 | 1,358 | 3,609 | 3,609 | N/A |
| 9/30/2022 | 20,204 | 1,239 | 3,075 | 3,075 | N/A |
| 6/30/2022 | 20,773 | 3,334 | 2,764 | 2,764 | N/A |
| 3/31/2022 | 20,048 | 3,144 | 1,286 | 1,286 | N/A |
| 12/31/2021 | 17,715 | 3,778 | -217 | -217 | N/A |
| 9/30/2021 | 18,763 | 1,328 | 301 | 301 | N/A |
| 6/30/2021 | 18,883 | 1,408 | -668 | -668 | N/A |
| 3/31/2021 | 17,548 | 672 | -563 | -563 | N/A |
| 12/31/2020 | 17,439 | 499 | 534 | 534 | N/A |
| 9/30/2020 | 17,648 | 788 | 512 | 512 | N/A |
| 6/30/2020 | 16,925 | 228 | 847 | 847 | N/A |
| 3/31/2020 | 17,718 | 686 | -900 | -900 | N/A |
| 12/31/2019 | 17,258 | 886 | N/A | -2,686 | N/A |
| 9/30/2019 | 17,444 | 853 | N/A | -1,948 | N/A |
| 6/30/2019 | 17,070 | 1,505 | N/A | -1,251 | N/A |
| 3/31/2019 | 16,780 | 1,526 | N/A | 472 | N/A |
| 12/31/2018 | 16,424 | 1,641 | N/A | 1,943 | N/A |
| 9/30/2018 | 15,562 | 2,057 | N/A | 1,213 | N/A |
| 6/30/2018 | 14,809 | 1,985 | N/A | 1,218 | N/A |
| 3/31/2018 | 14,366 | 2,011 | N/A | 819 | N/A |
| 12/31/2017 | 14,257 | 2,079 | N/A | 788 | N/A |
| 9/30/2017 | 13,842 | 1,454 | N/A | 1,201 | N/A |
| 6/30/2017 | 13,856 | 1,502 | N/A | 938 | N/A |
| 3/31/2017 | 13,587 | 1,416 | N/A | 1,083 | N/A |
| 12/31/2016 | 13,330 | 1,192 | N/A | 1,272 | N/A |
| 9/30/2016 | 13,248 | 1,285 | N/A | 1,436 | N/A |
| 6/30/2016 | 13,438 | 1,046 | N/A | 2,197 | N/A |
| 3/31/2016 | 13,511 | 1,065 | N/A | 2,245 | N/A |
| 12/31/2015 | 13,572 | 1,154 | N/A | 2,243 | N/A |
| 9/30/2015 | 14,085 | 1,219 | N/A | 2,918 | N/A |
애널리스트 향후 성장 전망
수입 대 저축률: LNC 의 연간 예상 수익 증가율(7.2%)이 saving rate(3.5%)보다 높습니다.
수익 vs 시장: LNC 의 연간 수익(7.2%)이 US 시장(17.8%)보다 느리게 성장할 것으로 예상됩니다.
고성장 수익: LNC 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.
수익 대 시장: LNC 의 수익(연간 4.2%)이 US 시장(연간 12.6%)보다 느리게 성장할 것으로 예상됩니다.
고성장 매출: LNC 의 수익(연간 4.2%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.
주당순이익 성장 예측
향후 자기자본이익률
미래 ROE: LNC의 자본 수익률은 3년 후 10.6%로 낮을 것으로 예상됩니다.
성장 기업 찾아보기
기업 분석 및 재무 데이터 상태
| 데이터 | 최종 업데이트 (UTC 시간) |
|---|---|
| 기업 분석 | 2026/07/17 07:17 |
| 종가 | 2026/07/17 00:00 |
| 수익 | 2026/03/31 |
| 연간 수익 | 2025/12/31 |
데이터 소스
당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.
| 패키지 | 데이터 | 기간 | 미국 소스 예시 * |
|---|---|---|---|
| 기업 재무제표 | 10년 |
| |
| 분석가 컨센서스 추정치 | +3년 |
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| 시장 가격 | 30년 |
| |
| 지분 구조 | 10년 |
| |
| 경영진 | 10년 |
| |
| 주요 개발 | 10년 |
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* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.
별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.
분석 모델 및 스노우플레이크
이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.
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산업 및 섹터 지표
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분석가 소스
Lincoln National Corporation는 28명의 분석가가 다루고 있습니다. 이 중 9명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.
| 분석가 | 기관 |
|---|---|
| null null | Argus Research Company |
| Taylor Scott | Barclays |
| Jay Gelb | Barclays |