Lincoln National remains fundamentally strong, with diversified segments and prudent investment management supporting growth despite macroeconomic volatility. LNC's Q1 2026 operating revenue rose 13.1% YoY to $5.31B, while improved margins and reduced expenses reflect effective strategic prioritization. Valuation is compelling: LNC trades at a 4.04x P/E and 0.34x P/S, both below historical averages, opening new buying opportunities.

Lincoln National is Miller Value Partners' second-largest holding and offers a yield of 5.3%. Gray Media has taken investors on a roller coaster ride in 2026, but its dividend has been steady (and juicy).

RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE:LNC) announced today that Lincoln National Corporation will hold its 2026 Annual Meeting of Shareholders (the “Annual Meeting”) on Thursday, May 28, 2026, at 9:00 a.m., Eastern Time, in a virtual meeting format via live audio webcast. As described in the company's proxy materials for the Annual Meeting, only shareholders as of the close of business on March 23, 2026, the meeting record date, are entitled to attend and participate in the Annu.

Lincoln National remains a 'Buy,' with shares offering 30% upside and a 5.2% secure dividend yield. LNC's capital position is strong, with a risk-based capital ratio above 420% and leverage at its 25% target. Private credit fears are overstated for LNC, as 75% of its exposure is investment grade and direct lending is just 1.5% of the portfolio.

PRA matches Q1 earnings estimates as lower expenses and higher investment income help offset declines in premiums across segments.

Lincoln National beats Q1 earnings estimates as higher investment income, strong annuity deposits and Life Insurance growth offset weaker premiums.

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Lincoln National NYSE: LNC reported a seventh consecutive quarter of year-over-year adjusted operating income growth, with management pointing to stronger underwriting results, spread income growth and continued capital generation as evidence that its multi-year restructuring strategy is gaining traction.

Lincoln National Corporation (LNC) Q1 2026 Earnings Call Transcript

Although the revenue and EPS for Lincoln National (LNC) give a sense of how its business performed in the quarter ended March 2026, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.