

Lincoln National (LNC) has an impressive earnings surprise history and currently possesses the right combination of the two key ingredients for a likely beat in its next quarterly report.

State of Alaska Department of Revenue trimmed its holdings in Lincoln National Corporation (NYSE: LNC) by 36.8% in the third quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 35,428 shares of the financial services provider's stock after selling 20,615

Lincoln National Corporation has maintained strong preferred dividend coverage despite recent earnings volatility and challenging interest rate conditions. LNC.PR.D preferred shares offer a current yield of 8.73% but trades above par, with a likely call by December 2027 limiting price appreciation. Preferred stock coverage is robust, with net income covering preferred dividends by 26.3x and common equity covering preferred equity by 10.5x.

Lincoln National Corp. issued high-coupon preferred shares after a severe 2022 net loss and capital strain. LNC's financials and capital ratios have improved markedly, with net income rebounding and Fitch affirming investment grade ratings. Management has begun retiring expensive preferreds via tender offers, signaling intent to call LNC.PR.D at the December 2027 call date.

Lincoln National (LNC) remains a 'Buy' with a $55/share price target, reflecting 11–19% annual upside and potential for over 40% total return. LNC's capital restoration, improved RBC ratio above 420%, and robust liquidity over $900M signal a shift from repair to optimization. At ~5x P/E and 0.45x price-to-book (ex-AOCI), LNC trades at a significant discount to peers, with normalized earnings supporting a $70–$75/share fair value.

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) announced that it has closed its previously announced reinsurance transaction with Talcott Financial Group (“Talcott”), with an effective date of October 1, 2026. The $6.3 billion total transaction includes the reinsurance by a Talcott subsidiary of approximately $5.8 billion of in-force guaranteed universal life (“GUL”) statutory reserves, representing approximately 37% of Lincoln's remaining in-force GUL block. Combined with Lincoln'.

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE:LNC) announced today that it will report its results for the third quarter ended September 30, 2026, at 6:00 a.m. Eastern Time on Thursday, November 5, 2026. A conference call is scheduled for 8:00 a.m. Eastern Time on the same day. Earnings materials, including the 2026 third quarter Earnings Release, Earnings Supplement, and Statistical Supplement, will be available on the company's Investor Relations web page at www.lincolnfinancial.com/i.

RADNOR, Pa.--(BUSINESS WIRE)--As organizations prepare for annual enrollment, new research from Lincoln Financial (NYSE: LNC) and the Employee Benefit Research Institute (EBRI) reinforces the critical role education and communication play in helping employees understand their voluntary benefit options. Benefits in Focus: Supplemental Health, Dental and Vision Perspectives examines the intersection of employer, broker and employee views on the value of voluntary benefits. The three-part national.