LSV Asset Management Sells 121,441 Shares of Lincoln National Corporation $LNC

LSV Asset Management decreased its position in Lincoln National Corporation (NYSE:LNC) by 4.4% in the 3rd quarter, according to the company in its most recent 13F filing with the SEC. The fund owned 2,614,739 shares of the financial services provider’s stock after selling 121,441 shares during the period. LSV Asset Management owned 1.38% of Lincoln National worth $105,452,000 as of its most recent filing with the SEC.

Other hedge funds and other institutional investors have also recently modified their holdings of the company. Allspring Global Investments Holdings LLC boosted its position in Lincoln National by 30.3% in the third quarter. Allspring Global Investments Holdings LLC now owns 203,931 shares of the financial services provider’s stock worth $8,180,000 after purchasing an additional 47,419 shares during the last quarter. Nisa Investment Advisors LLC raised its stake in shares of Lincoln National by 145.5% during the 3rd quarter. Nisa Investment Advisors LLC now owns 116,116 shares of the financial services provider’s stock worth $4,683,000 after purchasing an additional 68,827 shares during the period. Massachusetts Financial Services Co. MA boosted its holdings in shares of Lincoln National by 21.1% in the 3rd quarter. Massachusetts Financial Services Co. MA now owns 5,952,166 shares of the financial services provider’s stock worth $240,051,000 after buying an additional 1,035,505 shares during the last quarter. Commonwealth Equity Services LLC boosted its holdings in shares of Lincoln National by 101.9% in the 3rd quarter. Commonwealth Equity Services LLC now owns 285,105 shares of the financial services provider’s stock worth $11,498,000 after buying an additional 143,862 shares during the last quarter. Finally, Jump Financial LLC grew its position in Lincoln National by 72.9% during the second quarter. Jump Financial LLC now owns 245,776 shares of the financial services provider’s stock valued at $8,504,000 after buying an additional 103,591 shares during the period. Hedge funds and other institutional investors own 72.81% of the company’s stock.

Trending Headlines about Lincoln National

Here are the key news stories impacting Lincoln National this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus — EPS $2.21 vs. $1.86 expected; revenue $4.89B vs. $4.85B expected. The beat is the primary driver of the stock’s move higher. Lincoln National (LNC) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong bottom-line metrics: Q4 net income available to common shareholders $745M and adjusted operating income $434M; return on equity and net margin remain healthy — items that support investor confidence. Lincoln Financial Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Market reaction: early coverage notes shares climbed after results, reflecting the beat and upbeat messaging from management. Lincoln Financial Group’s (NYSE:LNC) Q4 CY2025: Beats On Revenue, Stock Soars
• Neutral Sentiment: Management framed results as “sustained momentum” and broad-based execution across segments; investors should review the earnings-call transcript and slide deck for any forward-looking commentary or capital/portfolio actions. Lincoln National Corporation (LNC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue was down ~2.8% year‑over‑year, which may temper enthusiasm if investors worry about top-line sustainability or headwinds in core businesses. Compared to Estimates, Lincoln National (LNC) Q4 Earnings: A Look at Key Metrics

Lincoln National Stock Up 5.6%

Lincoln National stock opened at $40.66 on Friday. The firm has a 50 day simple moving average of $43.01 and a 200 day simple moving average of $41.27. The company has a current ratio of 0.28, a quick ratio of 0.28 and a debt-to-equity ratio of 0.61. Lincoln National Corporation has a 1-year low of $27.58 and a 1-year high of $46.82. The firm has a market capitalization of $7.72 billion, a price-to-earnings ratio of 3.65, a P/E/G ratio of 0.41 and a beta of 1.30.

Lincoln National (NYSE:LNC) last posted its earnings results on Thursday, February 12th. The financial services provider reported $2.21 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.86 by $0.35. The firm had revenue of $4.89 billion for the quarter, compared to the consensus estimate of $4.85 billion. Lincoln National had a return on equity of 18.77% and a net margin of 11.49%.The business’s quarterly revenue was down 2.8% on a year-over-year basis. During the same quarter in the prior year, the business posted $1.91 earnings per share. On average, analysts predict that Lincoln National Corporation will post 7.69 earnings per share for the current year.

Insider Transactions at Lincoln National

In other Lincoln National news, EVP John Christopher Kennedy sold 3,519 shares of the firm’s stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $44.15, for a total value of $155,363.85. Following the completion of the transaction, the executive vice president owned 118,985 shares in the company, valued at $5,253,187.75. This trade represents a 2.87% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Company insiders own 0.51% of the company’s stock.

Analyst Ratings Changes

A number of research analysts have weighed in on the stock. Wells Fargo & Company boosted their target price on shares of Lincoln National from $39.00 to $41.00 and gave the company an “equal weight” rating in a research note on Tuesday, January 13th. Zacks Research cut shares of Lincoln National from a “strong-buy” rating to a “hold” rating in a report on Thursday, December 4th. Piper Sandler increased their price objective on Lincoln National from $42.00 to $48.00 and gave the company a “neutral” rating in a report on Tuesday, December 23rd. Jefferies Financial Group raised their target price on Lincoln National from $52.00 to $59.00 and gave the stock a “buy” rating in a research report on Monday, December 15th. Finally, National Bank Financial set a $45.00 price target on Lincoln National in a research report on Thursday, January 8th. Four equities research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company’s stock. According to data from MarketBeat, the stock currently has a consensus rating of “Hold” and an average target price of $46.25.

About Lincoln National

Lincoln National Corporation, doing business as Lincoln Financial Group, is a diversified financial services holding company focused on providing retirement, insurance, and wealth management solutions in the United States and select international markets. Headquartered in Radnor, Pennsylvania, the company operates through several business segments, including Retirement Plan Services, Life Insurance, and Group Protection. Its offerings are designed to help individuals, families, and institutions plan and prepare for their financial futures.

The Retirement Plan Services segment delivers recordkeeping, administrative services, and investment management for defined contribution and defined benefit plans.