Lincoln National Corporation (LNC)
AI winners currently trading at a discount amid market volatility, Jefferies highlights 24 long-term winners
Jefferies analysts said certain US stocks may be undervalued despite concerns about AI-driven disruption, with the firm identifying 24 companies that they expect could emerge as long-term winners. Jefferies' list of 24 discounted stocks includes Airbnb Inc (NASDAQ:ABNB, XETRA:6Z1), Aon PLC (NYSE:AON), AppLovin Corp (NASDAQ:APP), Boston Properties Inc (NYSE:BXP), CBRE Group Inc (NYSE:CBRE), Capital One Financial Corp (NYSE:COF), CoStar Group Inc (NASDAQ:CSGP), DoorDash Inc (NYSE:DASH), Equitable Holdings Inc. (NYSE:EQH), KVH Industries, Leidos Holdings Inc (NYSE:LDOS), Lincoln National (NYSE:LNC), Meta Platforms Inc (NASDAQ:META, XETRA:FB2A, SIX:FB), Morgan Stanley (NYSE:MS), Microsoft Corp (NASDAQ:MSFT), ServiceNow Inc (NYSE:NOW, XETRA:4S0), Okta Inc (NASDAQ:OKTA), Palo Alto Networks Inc (NYSE:PANW, XETRA:5AP), Charles Schwab Corp (NYSE:SCHW), Sallie Mae, Snowflake Inc (NYSE:SNOW), Spotify Technology SA (NYSE:SPOT), SS&C Technologies, and Willis Towers Watson PLC (NASDAQ:WTW).
Lincoln National: Positioned To Withstand Private Credit Challenges
Lincoln National is a "Buy" after a ~25% pullback, with conservative portfolio positioning and improving fundamentals. Private credit fears have been overdone; LNC's exposure is limited, high-quality, and new investments are accretive to book yield. Core businesses—annuities, group protection, retirement, and life insurance—are delivering solid growth and margin improvements.
LNC Q4 Earnings Beat Estimates on Rising Insurance Premiums
Lincoln National tops Q4 estimates as premiums rise and annuity deposits jump 32%, boosting earnings and lifting its RBC ratio above 420%.
Lincoln National Corporation (LNC) Q4 2025 Earnings Call Transcript
Lincoln National Corporation (LNC) Q4 2025 Earnings Call Transcript
Compared to Estimates, Lincoln National (LNC) Q4 Earnings: A Look at Key Metrics
Although the revenue and EPS for Lincoln National (LNC) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
Lincoln National (LNC) Beats Q4 Earnings and Revenue Estimates
Lincoln National (LNC) came out with quarterly earnings of $2.21 per share, beating the Zacks Consensus Estimate of $1.86 per share. This compares to earnings of $1.91 per share a year ago.
Lincoln National (LNC) Expected to Beat Earnings Estimates: What to Know Ahead of Q4 Release
Lincoln National (LNC) possesses the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Lincoln National: High Yield, Low Multiple, Overstated Risks
Lincoln National Corporation trades at a deep discount, with a 4.2x P/E and 40% below book value. LNC demonstrates strong operational recovery, with 11.4% operating margins, a 4.6% dividend yield, and capital risk index above 420%. Strategic debt reduction and product rotation toward capital-preserving solutions have improved balance sheet strength and profitability.
Lincoln National: Continued Solid Performance Amidst Improvements Into 2026
Lincoln National (LNC) remains a compelling value in insurance, with a maintained price target of $55/share and a 'Buy' rating. LNC has delivered 40-50% ROR over the past year, outperforming the market and benefiting from improved leverage, operating income, and stable capital ratios. Despite sector risks and a history of missed targets, LNC's restructuring, improved profitability, and strong dividend coverage reinforce its investment case.
Will Lincoln National (LNC) Beat Estimates Again in Its Next Earnings Report?
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.
Here's Why Investors Should Hold Lincoln National Stock for Now
LNC is seeing strength across annuities, life, group protection and retirement businesses, backed by new products, cost control and a solid balance sheet.
Lincoln National (LNC) Upgraded to Buy: Here's What You Should Know
Lincoln National (LNC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).
