Lincoln National (LNC) Projected to Post Earnings on Thursday

Key Points

• Lincoln National is set to report Q1 2026 results before the open on May 7 (earnings call at 8:00 AM ET); analysts expect $1.64 EPS and $4.9733 billion in revenue.
• The company announced a quarterly dividend of $0.45 (annualized $1.80) representing a 4.9% yield, with an ex-dividend/record date of April 10 and payment on May 1.
• Notable ownership moves include EVP Sean Woodroffe selling 8,000 shares while major shareholder National Life Insurance acquired ~2.25 million shares (a ~29.9% increase); institutions and hedge funds own about 72.8% of the stock and analysts' consensus rating is Hold with a $43.79 target.

Lincoln National (NYSE:LNC - Get Free Report) is expected to be posting its Q1 2026 results before the market opens on Thursday, May 7th. Analysts expect Lincoln National to post earnings of $1.64 per share and revenue of $4.9733 billion for the quarter. Individuals are encouraged to explore the company's upcoming Q1 2026 earning overview page for the latest details on the call scheduled for Thursday, May 7, 2026 at 8:00 AM ET.

Lincoln National (NYSE:LNC - Get Free Report) last released its earnings results on Thursday, February 12th. The financial services provider reported $2.21 EPS for the quarter, topping analysts' consensus estimates of $1.86 by $0.35. Lincoln National had a return on equity of 18.52% and a net margin of 6.46%.The firm had revenue of $4.89 billion for the quarter, compared to analysts' expectations of $4.85 billion. During the same period in the prior year, the firm posted $1.91 earnings per share. The company's quarterly revenue was down 2.8% on a year-over-year basis. On average, analysts expect Lincoln National to post $8 EPS for the current fiscal year and $9 EPS for the next fiscal year.

Lincoln National Trading Down 1.1%

NYSE LNC opened at $36.98 on Thursday. Lincoln National has a 12 month low of $31.08 and a 12 month high of $46.82. The stock has a market cap of $7.07 billion, a P/E ratio of 6.96, a P/E/G ratio of 2.39 and a beta of 1.23. The stock's fifty day moving average price is $35.33 and its 200-day moving average price is $39.57. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.59.

Lincoln National Announces Dividend

The business also recently announced a quarterly dividend, which will be paid on Friday, May 1st. Stockholders of record on Friday, April 10th will be paid a $0.45 dividend. This represents a $1.80 dividend on an annualized basis and a dividend yield of 4.9%. The ex-dividend date of this dividend is Friday, April 10th. Lincoln National's dividend payout ratio is currently 33.90%.

Wall Street Analysts Forecast Growth

A number of equities research analysts have recently commented on the company. Keefe, Bruyette & Woods reissued a "moderate buy" rating and issued a $43.00 target price on shares of Lincoln National in a research note on Thursday, March 26th. Wells Fargo & Company cut their target price on Lincoln National from $48.00 to $43.00 and set an "overweight" rating on the stock in a research note on Friday, April 10th. Mizuho dropped their price objective on Lincoln National from $54.00 to $48.00 and set an "outperform" rating on the stock in a research report on Monday, April 13th. Bank of America dropped their price objective on Lincoln National from $41.00 to $37.00 and set a "neutral" rating on the stock in a research report on Tuesday, April 14th. Finally, Morgan Stanley dropped their price objective on Lincoln National from $50.00 to $46.00 and set an "overweight" rating on the stock in a research report on Tuesday, March 3rd. Six investment analysts have rated the stock with a Buy rating, eight have given a Hold rating and two have issued a Sell rating to the stock. Based on data from MarketBeat.com, Lincoln National presently has a consensus rating of "Hold" and a consensus target price of $43.79.

Insider Activity at Lincoln National

In related news, EVP Sean Woodroffe sold 8,000 shares of the stock in a transaction on Monday, March 9th. The stock was sold at an average price of $32.74, for a total transaction of $261,920.00. Following the sale, the executive vice president directly owned 198,159 shares of the company's stock, valued at $6,487,725.66. This trade represents a 3.88% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available at the SEC website. Also, major shareholder National Life Insuranc Lincoln acquired 2,254,486 shares of the company's stock in a transaction that occurred on Wednesday, February 25th. The shares were acquired at an average cost of $11.09 per share, for a total transaction of $25,002,249.74. Following the completion of the transaction, the insider directly owned 9,784,322 shares of the company's stock, valued at $108,508,130.98. The trade was a 29.94% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Insiders have sold 21,050 shares of company stock valued at $734,041 over the last ninety days. Insiders own 0.54% of the company's stock.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently bought and sold shares of the company. Corient Private Wealth LLC boosted its position in Lincoln National by 121.6% in the fourth quarter. Corient Private Wealth LLC now owns 89,832 shares of the financial services provider's stock worth $4,000,000 after purchasing an additional 49,301 shares during the last quarter. Mercer Global Advisors Inc. ADV boosted its position in Lincoln National by 30.1% in the fourth quarter. Mercer Global Advisors Inc. ADV now owns 13,701 shares of the financial services provider's stock worth $610,000 after purchasing an additional 3,172 shares during the last quarter. State of Tennessee Department of Treasury boosted its position in Lincoln National by 3.6% in the fourth quarter. State of Tennessee Department of Treasury now owns 94,066 shares of the financial services provider's stock worth $3,914,000 after purchasing an additional 3,303 shares during the last quarter. EP Wealth Advisors LLC purchased a new position in Lincoln National in the fourth quarter worth about $488,000. Finally, Mackenzie Financial Corp boosted its position in Lincoln National by 1,532.3% in the fourth quarter. Mackenzie Financial Corp now owns 533,823 shares of the financial services provider's stock worth $23,927,000 after purchasing an additional 501,120 shares during the last quarter. 72.81% of the stock is owned by hedge funds and other institutional investors.

Lincoln National Company Profile

Lincoln National Corporation, doing business as Lincoln Financial Group, is a diversified financial services holding company focused on providing retirement, insurance, and wealth management solutions in the United States and select international markets. Headquartered in Radnor, Pennsylvania, the company operates through several business segments, including Retirement Plan Services, Life Insurance, and Group Protection. Its offerings are designed to help individuals, families, and institutions plan and prepare for their financial futures.

The Retirement Plan Services segment delivers recordkeeping, administrative services, and investment management for defined contribution and defined benefit plans.

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