LNC

Over the past six months, Lincoln National reported a 16% rise in adjusted operating income in Q1 2026, but also a GAAP net loss due to non-economic market risk benefit movements. The company reported better-than-expected earnings for Q4 2025, with EPS of $1.91 and revenue of $4.92 billion. Multiple analysts, including Morgan Stanley, Wells Fargo, UBS, and Barclays, have trimmed their price targets for LNC. SEC filings disclosed the company's growing alternative investment footprint. A quarterly dividend of $0.45/share was payable in April 2026. The planned retirement of EVP Brian Kroll, Head of Retail Life and Annuity Solutions, was disclosed. Lincoln National expanded its committed revolving line of credit to $2 billion through 2031.