LNCFinancial Services · Insurance - LifeThe 13 Wall Street analysts covering Lincoln National Corp. hold a median 12-month price target of $49 — +20.6% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 58 of 100 as at 14 Oct 2026 — in the upper half.
Consensus tells you what everyone already believes. The model scores Lincoln National Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Growth (99): Sales and profits are climbing, and climbing faster than before.
Volatility (17): The share price moves around a lot.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on LNC, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +20.6% from it.
Of the 20 most recent actions, 9 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 12 Oct 2026 | Wells Fargo | Maintains | Overweight | $52 → $54 |
| 9 Oct 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $51 → $50 |
| 7 Oct 2026 | Barclays | Maintains | Overweight | $45 → $48 |
| 7 Oct 2026 | Evercore ISI Group | Maintains | In-Line | $52 → $51 |
| 7 Oct 2026 | Mizuho | Maintains | Outperform | $53 → $49 |
| 6 Oct 2026 | UBS | Maintains | Neutral | $44 → $46 |
| 5 Oct 2026 | Morgan Stanley | Maintains | Overweight | $50 → $47 |
| 24 Aug 2026 | Morgan Stanley | Maintains | Overweight | — |
| 24 Aug 2026 | Morgan Stanley | Maintains | Overweight | $40 → $50 |
| 31 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | $46 → $51 |
| 31 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 31 July 2026 | Mizuho | Maintains | Outperform | — |
| 31 July 2026 | Mizuho | Maintains | Outperform | $51 → $53 |
| 22 July 2026 | TD Cowen | Maintains | Hold | $37 → $42 |
| 22 July 2026 | TD Cowen | Maintains | Hold | — |
| 21 July 2026 | JP Morgan | Maintains | Underweight | $40 → $42 |
| 21 July 2026 | JP Morgan | Maintains | Underweight | — |
| 13 July 2026 | Evercore ISI Group | Maintains | In-Line | $48 → $51 |
| 13 July 2026 | Evercore ISI Group | Maintains | In-Line | — |
| 13 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. LNC appears on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 14 Oct 2026, Lincoln National Corp. returned +4.6% against +17.5% for the S&P 500, dividends included.
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Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 67% of US stocks
Cheaper than 85% of US stocks
Cheaper than 78% of US stocks
Higher than 58% of US stocks
Higher than 82% of US stocks
Higher than 54% of US stocks
Higher than 74% of US stocks
Higher than 83% of US stocks
Higher than 45% of US stocks
Higher than 92% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Lincoln National Corp. has a market value of $7.7B and an enterprise value of −$29.6B.
Revenue in the twelve months to 30 June 2026: $19.5B. The latest quarter grew 12.6% year on year.
Net income over the same four quarters: $2.4B, a 12.1% net margin.
Diluted earnings per share, trailing twelve months: $11.54.
Free cash flow in the twelve months to 30 June 2026: −$1.3B.
Lincoln National Corp. spent $435.0M on dividends in the twelve months to 30 June 2026.
Trailing P/E: 3.5×; forward P/E: 4.6× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.47%, paying out 15% of earnings.
Lincoln National Corp. employs 9,423 people — $2.1M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Lincoln National Corp. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Seeking Alpha says Lincoln National’s capital restoration, RBC ratio above 420%, and liquidity over $900 million support a shift from repair to optimization. The article cites discounted valuation measures and estimates fair value of $70–$75 per share.
Why it matters — LNC watchers may note the reported improvement in capital and liquidity alongside the article’s valuation assessment.
Lincoln Financial announced that it has closed its previously announced reinsurance transaction with Talcott Financial Group, effective October 1, 2026. The $6.3 billion transaction involves reinsuring approximately $5.8 billion of in-force guaranteed universal life statutory reserves, about 37% of Lincoln's remaining GUL block.
Why it matters — LNC watchers would care because this transaction meaningfully reduces Lincoln's exposure to its in-force guaranteed universal life block, a major source of statutory reserves and risk.
Lincoln Financial and EBRI released new research titled "Benefits in Focus: Supplemental Health, Dental and Vision Perspectives" highlighting the importance of education and communication in helping employees understand voluntary benefit options during annual enrollment. The national three-part study examines employer, broker, and employee views on the value of voluntary benefits.
Why it matters — The research positions Lincoln Financial as a thought leader in the voluntary benefits space and helps reinforce the value of its benefit offerings to employers and brokers.
Lincoln Financial announced it will report its 2026 third quarter results on Thursday, November 5, 2026, at 6:00 a.m. Eastern Time, followed by a conference call at 8:00 a.m. that same day. Earnings materials will be available on the company's Investor Relations web page.
Why it matters — This sets the date for LNC's upcoming quarterly earnings release, allowing investors and analysts to prepare for the company's third-quarter financial update.
A Zacks Investment Research report highlights growth opportunities for life insurers such as RGA, LNC (Lincoln National Corp.), and VOYA, driven by aging demographics, retirement-income needs, protection gaps, and continued product innovation. The article points to strong annuity demand as a key factor supporting these companies' growth prospects.
Why it matters — The report suggests Lincoln National is among life insurers positioned to benefit from favorable demographic trends and robust annuity demand, which are core to its business.
The 13 Wall Street analysts covering Lincoln National Corp. have a median 12-month price target of $49, with estimates ranging from $35 to $57. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 13 analysts covering Lincoln National Corp., 6 rate it a Buy, 5 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Lincoln National Corp. 58 out of 100 across roughly 4,600 US stocks as at 14 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 14 Oct 2026, Lincoln National Corp. ranks 58 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Growth (99 of 100).
No one can know that. What the data says: the median 12-month target from 13 analysts implies +20.6% from the last close, and Ticker Nerd's factor model ranks Lincoln National Corp. 58 out of 100 as at 14 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Lincoln National Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for LNC are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $35 to $57 over the next 12 months.
Lincoln National Corp. returned +4.6% over the 12 months to 14 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Lincoln National Corp. is a financial services holding company that operates through Lincoln Financial Group, offering insurance, retirement, and wealth protection solutions.
The most recent item we track (Seeking Alpha, 13 Oct 2026): "Lincoln National: Why The Recovery Is Unlikely To Be Over". Seeking Alpha says Lincoln National’s capital restoration, RBC ratio above 420%, and liquidity over $900 million support a shift from repair to optimization. The article cites discounted valuation measures and estimates fair value of $70–$75 per share.
Lincoln National Corp. is a financial services holding company that operates through Lincoln Financial Group, offering insurance, retirement, and wealth protection solutions. Its core businesses include annuities, life insurance, group protection, and retirement plan services, serving individuals, employers, and financial professionals across the United States. The company provides a broad range of products such as fixed and variable annuities, term and universal life insurance, disability coverage, and employer-sponsored retirement plans. It also supports distribution through financial advisers, brokers, consultants, and other intermediary channels. Lincoln National Corp. plays an important role in the U.S. financial market by helping customers manage protection needs, income planning, and long-term financial security through diversified insurance and retirement products.
CEO Ms. Ellen R. Gail Cooper C.F.A., F.S.A. · 9,423 employees · United States · https://www.lincolnfinancial.com
