Lincoln National
0
Funds holding %
of 7,398 funds
0
Analysts bullish %
of 5 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
82% more first-time investments, than exits
New positions opened: 80 | Existing positions closed: 44
5% more funds holding
Funds holding: 522 [Q3] → 549 (+27) [Q4]
1.44% more ownership
Funds ownership: 72.56% [Q3] → 74.0% (+1.44%) [Q4]
4% more capital invested
Capital invested by funds: $3.86B [Q3] → $4B (+$146M) [Q4]
0% more funds holding in top 10
Funds holding in top 10: 5 [Q3] → 5 (+0) [Q4]
21% less repeat investments, than reductions
Existing positions increased: 160 | Existing positions reduced: 202
46% less call options, than puts
Call options by funds: $94.4M | Put options by funds: $174M
Research analyst outlook
5 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$36
0%
upside
Avg. target
$40
11%
upside
High target
$44
22%
upside
5 analyst ratings
0 positive
0%
5 neutral
100%
0 negative
0%
Morgan Stanley Nigel Dally 70% 1-year accuracy 7 / 10 met price target | 17%upside $42 | Equal-Weight Maintained | 28 Feb 2025 |
Evercore ISI Group Thomas Gallagher 40% 1-year accuracy 6 / 15 met price target | 22%upside $44 | In-Line Maintained | 19 Feb 2025 |
Wells Fargo Elyse Greenspan 65% 1-year accuracy 77 / 119 met price target | 0%upside $36 | Equal-Weight Maintained | 19 Feb 2025 |
Keefe, Bruyette & Woods Ryan Krueger 67% 1-year accuracy 14 / 21 met price target | 11%upside $40 | Market Perform Maintained | 12 Feb 2025 |
Barclays Alex Scott 49% 1-year accuracy 39 / 79 met price target | 6%upside $38 | Equal-Weight Maintained | 7 Feb 2025 |
Financial journalist opinion
Based on 14 articles about LNC published over the past 30 days
Neutral
Business Wire
6 days ago
Lincoln Financial Expands Financial Wellness Solutions to Empower Employee Wellbeing
RADNOR, Pa.--(BUSINESS WIRE)--With household debt reaching over $18 trillion in the U.S.1, more and more employees seek financial wellness support from their employers in addition to traditional group benefits and retirement planning services. Lincoln's flexible wellness program, WellnessPATH® Marketplace, helps employers support their employees in taking action to address their financial concerns. Employees can easily access this one-stop shop for financial wellness benefits and products offer.
Neutral
Business Wire
6 days ago
Lincoln Financial Becomes Founding Partner of the Cobbs Creek Foundation
PHILADELPHIA--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC) and the Cobbs Creek Foundation today announced a landmark partnership to further the advancement and development of infrastructure and programs at the Cobbs Creek Golf and Education Campus, currently under development in West Philadelphia. The partnership signifies a shared long-term commitment to the Philadelphia community, providing innovative programming and access to state-of-the-art facilities at the Cobbs Creek Golf and Educatio.
Positive
Zacks Investment Research
1 week ago
Lincoln National Unveils Elite IUL Portfolio With New Growth Features
LNC debuts its Elite IUL Portfolio, starting with WealthBuilderSM IUL, offering enhanced S&P-based indices, uncapped options and performance-boosting riders for long-term growth.
Neutral
Business Wire
1 week ago
CORRECTING and REPLACING Lincoln Financial Launches First Product in New Elite Indexed Universal Life Portfolio
RADNOR, Pa.--(BUSINESS WIRE)--Fifth paragraph, first sentence of release should read: Lincoln is adding new indexed accounts to the new Elite Indexed Universal Life Portfolio based on two S&P 500 indices, S&P 500 Dynamic Intraday TCA 15% Index and S&P 500 Daily Risk Control 10% Index, beginning with Lincoln WealthBuilderSM IUL. The updated release reads: LINCOLN FINANCIAL LAUNCHES FIRST PRODUCT IN NEW ELITE INDEXED UNIVERSAL LIFE PORTFOLIO Lincoln WealthBuilderSM IUL offers indexed.
Positive
Zacks Investment Research
1 week ago
Compelling Reasons to Retain Lincoln National Stock Right Now
LNC's robust Annuities and Group Protection segments, coupled with new products and a robust financial position, bode well.
Neutral
Business Wire
1 week ago
Lincoln Financial Launches First Product in New Elite Indexed Universal Life Portfolio
RADNOR, Pa.--(BUSINESS WIRE)--Today, Lincoln Financial (NYSE: LNC) launched Lincoln WealthBuilderSM IUL, the first product in a planned suite of Indexed Universal Life (IUL) issued by The Lincoln National Life Insurance Company. The new Elite IUL Portfolio will complement Lincoln's recently enhanced Variable Universal Life (VUL) offerings as the 120-year-old company continues its strategic shift to offering a diverse mix of protection and accumulation products. “According to Lincoln research, 8.
Positive
Zacks Investment Research
1 week ago
LNC Unveils Private Market Funds to Meet Clients' Investment Needs
Lincoln National partners with Bain Capital and Partners Group to launch two private market funds, enhancing investment options for clients.
Positive
Seeking Alpha
1 week ago
Lincoln National: Insurance And Annuities Could Drive Business And Sustain Dividends
Lincoln National gets a buy rating, agreeing with the latest consensus from Seeking Alpha analysts. The firm is in the top 7 of US life insurers, and could benefit from macro growth in life insurance and annuities demand. Its dividend yield is above average, while free cash flow also recently improved, which could continue to sustain the stable dividend.
Neutral
Business Wire
1 week ago
Lincoln Financial Announces Plans to Launch Two New Private Market Funds to Expand Its Solutions Platform
RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE: LNC), a leading provider of insurance, annuities, group benefits and retirement solutions, announces its expansion into the rapidly growing private markets industry, partnering with Bain Capital, a leading global private investment firm, and Partners Group, one of the largest firms in the global private markets industry, to launch two new private markets-focused funds. Lincoln expects the new offerings to be available in late 2025. “Powered.
Positive
Seeking Alpha
2 weeks ago
Lincoln National: Ensuring Upside Through Prudent Diversification And Undervaluation
Lincoln National Corporation demonstrates strong growth and profitability, driven by operational efficiency, market presence, and a solid customer base, despite the policy easing cycle. LNC's Q4 2024 performance saw a 600% YoY revenue increase, with robust growth in annuities and retirement plans, and improved operating margins. Prudent investment portfolio diversification and stable liquidity position LNC well for sustained growth, with significant market opportunities in emerging economies and among younger generations.
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