Company Dossier · Financials
Lincoln Financial
- Russell 1000
What Lincoln Financial is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $19.3 billion, up 7.9% from a year earlier.SEC EDGAR filings (XBRL)
- Long-term debt issued in the fiscal year to December 31, 2025: $0.50 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 30, 2026): sentiment 0.70 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.80 of 1.Palanor Discourse
- Latest annual report (filed February 19, 2026): 0 risk factors added, 1 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $0.9 million on the open market.SEC Form 4
- 617 institutional managers reported a position at June 30, 2026 (+1 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 9 (9 a year earlier).U.S. Department of Labor (OFLC)
Company Posture
How Company Posture is measured →Company Posture covers S&P 500 companies.
Credit
How these are built →Lincoln Financial's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Bonds priced, last 12 months
$0.5B
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Nov 3, 2025 | $500M | 5.350% | 2035 (10y) | +125bp | 5.360% |
| Mar 11, 2024 | $350M | 5.852% | 2034 (10y) | +175bp | 5.852% |
From the pricing term sheets Lincoln Financial filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 21, 2026LobbyingLobbying report (LINCOLN NATIONAL CORPORATION)third_quarter 2026 · $0.2 million
- Oct 19, 2026LobbyingLobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (DAVIS & HARMAN LLP)third_quarter 2026 · $0.0 million
- Aug 10, 20268-KDirector or officer changeItem 5.02
- Jul 21, 2026LobbyingLobbying report (LINCOLN NATIONAL CORPORATION)second_quarter 2026 · $0.3 million
- Jul 17, 2026LobbyingLobbying report (DAVIS & HARMAN LLP)second_quarter 2026 · $0.0 million
- Jul 17, 2026LobbyingLobbying report (PORTERFIELD, FETTIG & SEARS, LLC)second_quarter 2026 · $0.1 million
- Jun 1, 20268-KShareholder vote resultsItem 5.07
- Apr 20, 2026LobbyingLobbying report (LINCOLN NATIONAL CORPORATION)first_quarter 2026 · $0.5 million
- Apr 20, 2026LobbyingLobbying report (PORTERFIELD, FETTIG & SEARS, LLC)first_quarter 2026 · $0.1 million
- Apr 16, 20268-KDirector or officer changeItem 5.02
- Mar 31, 20268-KMaterial agreement signedItem 1.01
- Feb 19, 202610-KAnnual report (10-K)0 risk factors added, 1 removed
- May 23, 20258-KDirector or officer changeItem 5.02
- May 23, 20258-KShareholder vote resultsItem 5.07
- Mar 4, 20258-KDirector or officer changeItem 5.02
- Feb 21, 202510-KAnnual report (10-K)1 risk factors added, 1 removed
- Feb 4, 20258-KDirector or officer changeItem 5.02
- Feb 22, 202410-KAnnual report (10-K)1 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| American International Group AIG | $26.6B | — | Jun 30, 2026 |
| Assurant AIZ | $13.5B | $1.7B | Jun 30, 2026 |
| American Financial Group AFG | $8.3B | — | Jun 30, 2026 |
| Loews Corporation L | $3.3B | $1.8B | Jun 30, 2026 |
| Arch Capital Group ACGL | $19.2B | $6.1B | Jun 30, 2026 |
| LPL Financial LPLA | $19.6B | −$0.9B | Jun 30, 2026 |
| Ameriprise Financial AMP | $19.8B | $8.1B | Jun 30, 2026 |
| Corebridge Financial CRBG | $20.1B | — | Jun 30, 2026 |