LNCFinancial Services · Insurance - LifeThe 13 Wall Street analysts covering Lincoln National Corp. hold a median 12-month price target of $48 — +13.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 68 of 100 as at 19 Sept 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 (19): The share price moves around a lot.
Size (18): Larger than most of the companies we track — more scrutinised, less often mispriced.
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 +13.7% from it.
Of the 20 most recent actions, 11 moved their price target up and 0 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 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 | $51 → $53 |
| 31 July 2026 | Mizuho | Maintains | Outperform | — |
| 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 | $44 → $46 |
| 13 July 2026 | Keefe, Bruyette & Woods | Maintains | Outperform | — |
| 10 July 2026 | Jefferies | Maintains | Buy | $56 → $57 |
| 10 July 2026 | Jefferies | Maintains | Buy | — |
| 9 July 2026 | Mizuho | Maintains | Outperform | — |
| 9 July 2026 | Mizuho | Maintains | Outperform | $48 → $51 |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | — |
| 9 July 2026 | Wells Fargo | Maintains | Overweight | $44 → $47 |
| 8 July 2026 | UBS | Maintains | Neutral | $39 → $44 |
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 18 Sept 2026, Lincoln National Corp. returned +11.0% against +16.3% 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 79% of US stocks
Higher than 58% of US stocks
Higher than 83% of US stocks
Higher than 54% of US stocks
Higher than 74% of US stocks
Higher than 83% of US stocks
Higher than 44% of US stocks
Higher than 78% 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 $8.1B and an enterprise value of −$29.2B.
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: 3.6×; forward P/E: 4.9× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 4.26%, 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 →
Zacks reports that the Federal Reserve has reversed course with its first rate hike since 2023, and identifies RGA, LNC, and TRV as insurers poised to benefit. Higher yields are expected to support insurers' investment income.
Why it matters — LNC is named among insurers expected to gain from rising yields, which could support its investment income going forward.
Lincoln National is shifting from a capital-rebuilding phase toward greater capital flexibility, reporting stronger liquidity and lower leverage. This gives the company new room to pursue growth and improve returns.
Why it matters — For LNC watchers, this signals improved financial footing and headroom for future growth and shareholder returns.
Lincoln National Corp. announced the expiration and results of its concurrent cash tender offers to purchase up to $500 million in aggregate liquidation preference of its outstanding Series C and Series D depositary shares.
Why it matters — The tender offer results affect the company's capital structure and its outstanding preferred depositary shares, which is relevant to Lincoln Financial investors.
Lincoln National (LNC) shares gained 25% over the past three months, a rise the report attributes to stronger annuity sales, improving Life Insurance results, and capital strength, while noting that market risks remain.
Why it matters — LNC watchers would care because the gain highlights improving business fundamentals and capital position, balanced by the persistent market risks the report flags.
Zacks Investment Research published an Industry Outlook article that highlights Aviva, Reinsurance, Primerica, Voya, and Lincoln National. The article names these companies as part of its sector review.
Why it matters — Lincoln National's inclusion in Zacks' industry outlook may draw attention to the company within the broader insurance sector context for stock watchers.
The 13 Wall Street analysts covering Lincoln National Corp. have a median 12-month price target of $48, with estimates ranging from $35 to $60. 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. 68 out of 100 across roughly 4,600 US stocks as at 19 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 19 Sept 2026, Lincoln National Corp. ranks 68 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 +13.7% from the last close, and Ticker Nerd's factor model ranks Lincoln National Corp. 68 out of 100 as at 19 Sept 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 $60 over the next 12 months.
Lincoln National Corp. returned +11.0% over the 12 months to 18 Sept 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 (Zacks Investment Research, 17 Sept 2026): "Fed Reverses Course With First Rate Hike Since 2023: 3 Insurers to Buy". Zacks reports that the Federal Reserve has reversed course with its first rate hike since 2023, and identifies RGA, LNC, and TRV as insurers poised to benefit. Higher yields are expected to support insurers' investment income.
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
