Bill Miller built his reputation at Legg Mason by beating the S&P 500 for 15 consecutive years using a concentrated, contrarian, value approach.
LNC's shift to spread-based annuities, rising life sales and capital strength support growth, though leverage remains a key risk.
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.
Lincoln National beats Q1 earnings estimates as higher investment income, strong annuity deposits and Life Insurance growth offset weaker premiums.
Lincoln National Corporation (LNC) Q1 2026 Earnings Call Transcript
Although the revenue and EPS for Lincoln National (LNC) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lincoln National (LNC) came out with quarterly earnings of $1.66 per share, beating the Zacks Consensus Estimate of $1.63 per share. This compares to earnings of $1.6 per share a year ago.
Evaluate the expected performance of Lincoln National (LNC) for the quarter ended March 2026, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.
Lincoln National (LNC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
LNC trades at a discount with solid growth drivers, but elevated leverage and debt levels keep the story cautious despite improving fundamentals.
Bridgefront Capital LLC acquired a new position in shares of Lincoln National Corporation (NYSE: LNC) in the third quarter, according to the company in its most recent disclosure with the SEC. The firm acquired 16,668 shares of the financial services provider's stock, valued at approximately $672,000. Other institutional investors have also recently added
Lincoln National Corporation offers a 5.29% qualified dividend yield, replacing a lower-yielding position in my income portfolio. LNC's annuity business is growing, with 25% volume growth in 2025 and a focus on spread-based products to reduce market risk. Dividend safety is supported by a 35.34% payout ratio, a 'B' safety grade, and six consecutive quarters of adjusted operating earnings growth.