Lincoln International is rated BUY, trading at an 11.8x forward PE, a 10% discount to middle-market investment bank peers. LCLN's earnings are driven by robust private capital market activity, a strong deal backlog, and recent acquisitions, supporting a positive outlook for 2H26. 2Q26 results exceeded expectations with revenue up 51% YoY, operating margins expanding, and record transaction fees, reflecting healthy M&A and valuation demand.
| Name | Quantity | Cost | Value | Profit ($) | Gain (%) |
|---|---|---|---|---|---|
George Soros Soros Fund Management LLC | 200,000 | $4.77M | $4.91M | $140,000 | 2.93% |
Point72 Asset Management LP Point72 Asset Management LP | 25,582 | $610,642 | $625,224.08 | $14,582.08 | 2.39% |
Jennifer Grunberg Allspring Global Investments Holdings LLC | 373,888 | $8.86M | $9.14M | $276,677.12 | 3.12% |
Parth Karia Capricorn Fund Managers Ltd. | 22,139 | $524,694.3 | $543,955.23 | $19,260.93 | 3.67% |
Regan O'Neill Burkehill Global Management LP | 250,000 | $5.97M | $6.14M | $175,000 | 2.93% |
| Capital Markets Industry | Financials Sector | Robert Todd Brown CEO | NYSE Exchange | 533714101 CUSIP |
| US Country | 1,453 Employees | 1 Sep 2026 Last Dividend | - Last Split | - IPO Date |
Lincoln International, Inc. functions as an independent investment banking advisory firm catering to the private capital markets both in the United States and internationally. Founded in 1996 and based in Chicago, Illinois, the firm operates through two primary segments: Investment Banking Advisory and Valuations and Opinions. By providing tailored services designed for various sectors such as Business Services, Consumer, Healthcare, Industrials, and Technology, Lincoln International strives to enhance its clients' capital-raising capacity and overall investment strategy.
This segment provides a variety of capital advisory services, including:
Lincoln International provides comprehensive valuation services and advisory opinions that include:
Delivers strategic consulting services designed to enhance business operations and market position through analytical and hands-on involvement.
This platform fosters mentorship and connections among leaders within the insurance and wealth sectors, allowing executives to share insights and best practices.
Provides members with direct access to insurance carriers, along with strategic business planning and advanced technology services to enhance operational efficiency.
Developed to assist clients in attracting investment capital while also focusing on purpose-driven investing, enhancing value, and realizing satisfactory returns.