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LNCLNCFinancial Services · Insurance - Life

LNC Stock Forecast: Lincoln National Corp. Price Predictions for 2026-2027

Last close, 9 Oct 2026
$40
−1.85% on the day

The 13 Wall Street analysts covering Lincoln National Corp. hold a median 12-month price target of $48 — +18.1% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 63 of 100 as at 10 Oct 2026 — in the upper half.

Market cap
$7.7B
Ticker Nerd rank
63 / 100
Median analyst target
$48
Analysts covering
13
Revenue$4.6B+12.5% y/y
Net income$1.3B
Free cash flow−$558.0M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−0.2%
1M
−7.6%
YTD
−6.5%
1Y
+5.5%
From 52W high
−14.4%
From 52W low
+26.5%
$32
$47
52-week range, adjusted closes · the dot is the last close
Ticker Nerd rank

LNC stock analysis: one number for the whole business

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.

Where the model ranks itAs at 10 Oct 2026
63 / 100

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
Value
98
Revisions
71
Momentum
63
Quality
50
Issuance
43
Accruals
22
Volatility
21
Size
18

Growth (99): Sales and profits are climbing, and climbing faster than before.

Volatility (21): 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.

Wall Street

LNC stock forecast 2026-2027: analyst price targets & predictions

The bullish and bearish analyst opinions on LNC, reported as data — targets and ratings, the market's view beside the model's.

Share price and the analyst range, 12 monthsAdjusted close, US dollars
$30$35$40$45$50$55$60$65Jan 26Apr 26Jul 26Oct 26LNCHigh $60Median $48Low $35

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

What Wall Street says13 analysts
6 Buy5 Hold2 Sell
Low $35Median $48High $60

The green dot is the last close — the median target sits +18.1% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 9 moved their price target up and 4 moved it down.

DateFirmActionRatingTarget
9 Oct 2026Keefe, Bruyette & WoodsMaintainsOutperform$51 → $50
7 Oct 2026BarclaysMaintainsOverweight$45 → $48
7 Oct 2026Evercore ISI GroupMaintainsIn-Line$52 → $51
7 Oct 2026MizuhoMaintainsOutperform$53 → $49
6 Oct 2026UBSMaintainsNeutral$44 → $46
5 Oct 2026Morgan StanleyMaintainsOverweight$50 → $47
24 Aug 2026Morgan StanleyMaintainsOverweight—
24 Aug 2026Morgan StanleyMaintainsOverweight$40 → $50
31 July 2026Keefe, Bruyette & WoodsMaintainsOutperform—
31 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$46 → $51
31 July 2026MizuhoMaintainsOutperform—
31 July 2026MizuhoMaintainsOutperform$51 → $53
22 July 2026TD CowenMaintainsHold$37 → $42
22 July 2026TD CowenMaintainsHold—
21 July 2026JP MorganMaintainsUnderweight$40 → $42
21 July 2026JP MorganMaintainsUnderweight—
13 July 2026Evercore ISI GroupMaintainsIn-Line$48 → $51
13 July 2026Evercore ISI GroupMaintainsIn-Line—
13 July 2026Keefe, Bruyette & WoodsMaintainsOutperform—
13 July 2026Keefe, Bruyette & WoodsMaintainsOutperform$44 → $46

Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.

Market Radar

This page is one stock. Monday covers all of them.

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.

Free, every Monday. Unsubscribe any time.

Performance

LNC vs the S&P 500

Both lines are total return — dividends reinvested — so the comparison is honest on both sides.

Over the twelve months to 9 Oct 2026, Lincoln National Corp. returned +5.5% against +17.3% for the S&P 500, dividends included.

LNC vs S&P 500, last 12 monthsTotal return, rebased to 100
8090100110120130Jan 26Apr 26Jul 26Oct 26LNCS&P 500

Download this chart as an image — free to reuse; link this page as the source.

Data provided by Twelve Data

Estimates

LNC analyst estimate revisions

Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.

Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+2.7%
Analysts raising
9
Analysts cutting
0
Fundamentals

Lincoln National Corp. (LNC) financial data

A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.

Valuation
Trailing P/E
3.4×

Cheaper than 68% of US stocks

Price / sales
0.4×

Cheaper than 85% of US stocks

Price / book
0.7×

Cheaper than 78% of US stocks

EV / EBITDA
—
Growth & margins
Revenue growth (YoY)
12.6%

Higher than 58% of US stocks

Earnings growth (YoY)
90.6%

Higher than 82% of US stocks

Gross margin
—
Operating margin
4.6%

Higher than 54% of US stocks

Net margin
12.2%

Higher than 74% of US stocks

Returns & dividend
Return on equity
22.6%

Higher than 83% of US stocks

Return on assets
0.3%

Higher than 45% of US stocks

Dividend yield
4.5%

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.

Key statistics

Lincoln National Corp. (LNC) statistics: revenue, profit & scale

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 −$29.5B.

  • 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.

  • Shares outstanding: 191.4M.

  • Trailing P/E: 3.4×; forward P/E: 4.6× — the forward figure prices analyst consensus estimates, not reported earnings.

  • Forward dividend yield: 4.48%, paying out 15% of earnings.

  • Lincoln National Corp. employs 9,423 people — $2.1M of revenue per employee.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 11 Oct 2026

Data provided by Twelve Data

Peers

LNC vs competitors

The nearest names by industry and size, scored by the same model — like for like.

Its peer group, ranked by the same modelInsurance - Life
CompanyMarket capTKN rank
LNCLincoln National Corp.$7.7B
63
PRIPrimerica, Inc.$8.5B
84
JXNJackson Financial, Inc.$8.8B
65
CNOCNO Financial Group, Inc.$4.9B
75
GLGlobe Life, Inc.$13.1B
65
UNMUnum Group$14.8B
56
GNWGenworth Financial, Inc.$3.6B
68

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 →

News

Latest LNC news & analysis

Lincoln Financial Closes $6.3 Billion Reinsurance Transaction with Talcott

Business Wire · 1 Oct 2026neutral

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 Research Highlights the Critical Importance of Benefits Education and Communication

Business Wire · 1 Oct 2026positive

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 to Report 2026 Third Quarter Results on November 5

Business Wire · 1 Oct 2026neutral

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.

3 Life Insurers Poised for Growth Amid Strong Annuity Demand

Zacks Investment Research · 29 Sept 2026positive

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.

Fed Reverses Course With First Rate Hike Since 2023: 3 Insurers to Buy

Zacks Investment Research · 17 Sept 2026positive

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.

FAQ

Frequently asked questions about LNC stock

What is the LNC stock price forecast for 2026-2027?

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.

Is LNC stock a buy right now?

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. 63 out of 100 across roughly 4,600 US stocks as at 10 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank LNC?

As at 10 Oct 2026, Lincoln National Corp. ranks 63 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).

Will LNC stock go up?

No one can know that. What the data says: the median 12-month target from 13 analysts implies +18.1% from the last close, and Ticker Nerd's factor model ranks Lincoln National Corp. 63 out of 100 as at 10 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.

What is the LNC stock forecast for 2030?

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.

How has LNC stock performed over the past year?

Lincoln National Corp. returned +5.5% over the 12 months to 9 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Lincoln National Corp. do?

Lincoln National Corp. is a financial services holding company that operates through Lincoln Financial Group, offering insurance, retirement, and wealth protection solutions.

What is the latest news on LNC?

The most recent item we track (Business Wire, 1 Oct 2026): "Lincoln Financial Closes $6.3 Billion Reinsurance Transaction with Talcott". 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.

Company

About Lincoln National Corp.

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