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Company Dossier · Financials

Lincoln Financial

LNCNYSEMulti-line InsuranceIndianapolis, US-IN, USMid capWebsite ↗
  • 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 covers S&P 500 companies.

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.

PricedAmountCouponMaturesSpreadYield
Nov 3, 2025$500M5.350%2035 (10y)+125bp5.360%
Mar 11, 2024$350M5.852%2034 (10y)+175bp5.852%

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

Business

Lincoln Financial: operating cash flow and capital expenditure

Trailing twelve months, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: revenue, trailing twelve months

$ billions, from SEC filings

$19.3BData to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Capital returned and raised

Business

Lincoln Financial: share buybacks by fiscal year

Cash paid to repurchase common stock, $ billions, from the 10-K

$0.0BData to Dec 2024
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: debt issued and repaid by fiscal year

Long-term debt, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: debt maturity schedule, latest annual report

Scheduled repayments of long-term debt principal by year from the fiscal year end, $ billions, from the 10-K

Data to Dec 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: debt due within a year and cash

At each balance-sheet date, $ billions, from SEC filings

Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: interest coverage

Operating income ÷ interest expense, trailing twelve months, from SEC filings

5.6Data to Mar 2025
ImageDataU.S. Securities and Exchange Commission, EDGAR

What the company says

Business

Lincoln Financial: earnings call sentiment

Palanor Discourse score per call, −1 to +1

0.70Data to Jul 2026
ImageDataPalanor calculation
Business

Lincoln Financial: earnings call confidence

Palanor Discourse score per call, 0 to 1

0.80Data to Jul 2026
ImageDataPalanor calculation
Business

Lincoln Financial: risk factors added per annual report

New Item 1A risk factors in each 10-K

0.0Data to Feb 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

Hiring and ownership

Business

Lincoln Financial: H-1B filings certified

Labor Condition Applications by quarter received

9.0Data to Jun 2026
ImageDataU.S. Department of Labor, Office of Foreign Labor Certification disclosure data, dol.gov
Business

Lincoln Financial: insider net buying

Open-market purchases minus sales by officers and directors, $ millions, by quarter

−$0.9MData 23 days ago
ImageDataU.S. Securities and Exchange Commission, EDGAR
Business

Lincoln Financial: institutional holders

Managers reporting a position on Form 13F, by quarter

617.0Data to Jun 2026
ImageDataU.S. Securities and Exchange Commission, EDGAR

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.

  1. Oct 21, 2026Lobbying
    Lobbying report (LINCOLN NATIONAL CORPORATION)third_quarter 2026 · $0.2 million
  2. Oct 19, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)third_quarter 2026 · $0.1 million
  3. Oct 19, 2026Lobbying
    Lobbying report (DAVIS & HARMAN LLP)third_quarter 2026 · $0.0 million
  4. Aug 10, 20268-K
  5. Jul 21, 2026Lobbying
    Lobbying report (LINCOLN NATIONAL CORPORATION)second_quarter 2026 · $0.3 million
  6. Jul 17, 2026Lobbying
    Lobbying report (DAVIS & HARMAN LLP)second_quarter 2026 · $0.0 million
  7. Jul 17, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)second_quarter 2026 · $0.1 million
  8. Jun 1, 20268-K
  9. Apr 20, 2026Lobbying
    Lobbying report (LINCOLN NATIONAL CORPORATION)first_quarter 2026 · $0.5 million
  10. Apr 20, 2026Lobbying
    Lobbying report (PORTERFIELD, FETTIG & SEARS, LLC)first_quarter 2026 · $0.1 million
  11. Apr 16, 20268-K
  12. Mar 31, 20268-K
  13. Feb 19, 202610-K
    Annual report (10-K)0 risk factors added, 1 removed
  14. May 23, 20258-K
  15. May 23, 20258-K
  16. Mar 4, 20258-K
  17. Feb 21, 202510-K
    Annual report (10-K)1 risk factors added, 1 removed
  18. Feb 4, 20258-K
  19. Feb 22, 202410-K
    Annual 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.

CompanyRevenueFree cash flowThrough
American International Group AIG$26.6B—Jun 30, 2026
Assurant AIZ$13.5B$1.7BJun 30, 2026
American Financial Group AFG$8.3B—Jun 30, 2026
Loews Corporation L$3.3B$1.8BJun 30, 2026
Arch Capital Group ACGL$19.2B$6.1BJun 30, 2026
LPL Financial LPLA$19.6B−$0.9BJun 30, 2026
Ameriprise Financial AMP$19.8B$8.1BJun 30, 2026
Corebridge Financial CRBG$20.1B—Jun 30, 2026

Identity

SEC CIK
59558
Wikidata
Q1825763

Built from SEC EDGAR filings (public domain), the Guidance and KPI Ledgers, Palanor Discourse, U.S. Department of Labor filings, USPTO, USAspending and Senate lobbying records, and rights-checked news headlines. Updated nightly; this page was built Oct 22, 2026. How the Dossier is built

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