LINCOLN NATIONAL CORP
No enriched coverage for $LNC in the last 7 days.
No SEC Form 4 filings for $LNC in the last 30 days.
See all $LNC insider activity →Lincoln National Corporation's average stock price target was reduced from $48.33 to $48.08 by 12 analysts, with a range of $35 to $60. This implies a 19% upside from the Oct. 2 closing price. The consensus rating is 'Buy' among 15 analysts, with 7 Buys, 6 Holds, and 2 Sells.
Lincoln National Corporation (LNC) completed a $6.3B reinsurance deal with Talcott, effective Oct. 1, 2026, covering $5.8B of GUL reserves, 37% of its remaining block. The transaction is part of LNC's strategy to reduce legacy GUL exposure following its 2023 Fortitude Re deal.
Analysts updated recommendations for multiple companies. Kimberly-Clark (KMB) was downgraded to underperform with a higher price target. Palantir (PLTR) was upgraded to buy. Snap (SNAP) was upgraded to buy with a slightly lower target. Accenture (ACN) and others saw price target increases.
Recent LNC coverage spans corporate actions, financial news and insider activity.
Target cut suggests modest upside potential as the stock trades below the new target.
The deal reduces legacy exposure and should improve capital ratios, creating modest upside pressure on the stock.
New overweight could attract buyers.
The filing is a routine insider sale with no 10b5-1 plan stated, but it is not a fundamental company catalyst.
The filing is a routine insider sale with no stated 10b5-1 plan, but it does not by itself signal a fundamental change.
AlphAI scores every news story that mentions LNC with an AI model for sentiment and relevance, and aggregates insider trades from LINCOLN NATIONAL CORP's SEC EDGAR Form 4 filings. Figures refresh continuously.
Lincoln National Corporation's average stock price target was reduced from $48.33 to $48.08 by 12 analysts, with a range of $35 to $60. This implies a 19% upside from the Oct. 2 closing price. The consensus rating is 'Buy' among 15 analysts, with 7 Buys, 6 Holds, and 2 Sells.
1 min readLincoln National Corporation (LNC) completed a $6.3B reinsurance deal with Talcott, effective Oct. 1, 2026, covering $5.8B of GUL reserves, 37% of its remaining block. The transaction is part of LNC's strategy to reduce legacy GUL exposure following its 2023 Fortitude Re deal.
2 min readAnalysts updated recommendations for multiple companies. Kimberly-Clark (KMB) was downgraded to underperform with a higher price target. Palantir (PLTR) was upgraded to buy. Snap (SNAP) was upgraded to buy with a slightly lower target. Accenture (ACN) and others saw price target increases.
2 min readWoodroffe Sean (EVP, Ch Ppl Comms Ent Srvc Off) sold 11,000 shares of LINCOLN NATIONAL CORP (LNC) at $45.28 ($0.50M total) on 2026-08-17.
2 min readKELLY GARY C sold 15,007 shares of LINCOLN NATIONAL CORP (LNC) at $26.50 ($0.40M total) on 2026-08-12.
2 min readLincoln National (LNC) said CFO Chris Neczypor will leave and Adam Cohen will serve as interim CFO. The company plans to resume share repurchases next quarter under its existing $1.5 billion authorization. The leadership change and capital return plan were announced together, with buybacks expected to restart in Q3 2026.
5 min readLincoln Financial said CFO Chris Neczypor left to pursue a non-insurance role. Adam Cohen, previously chief accounting officer, became interim CFO immediately. The change follows other 2026 senior exits. Despite leadership turnover, Lincoln reported eight straight quarters of adjusted operating income growth, a $5.8B reinsurance deal, and a $0.45 dividend, with share repurchases planned.
6 min readLINCOLN NATIONAL CORP (LNC) filed an SEC Form 8-K — Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers. Exhibit 99.1 For Immediate Release LINCOLN FINANCIAL ANNOUNCES CHIEF FINANCIAL OFFICER TRANSITION Adam Cohen Appointed Interim Chief Financial Officer RADNOR, Pa., August 10, 2026 – Lincoln Financial (NYSE: LNC) today announced that Chris Neczypor, Executive Vice President and Ch
2 min readSimply Wall St reports Lincoln National (LNC) posted Q2 revenue of $4,542m and net income of $1,332m, returning to profit for the first half of 2026. The stock closed at $46.09 after strong recent gains. A valuation narrative estimates fair value at $42.83 versus $46.09, with analyst targets ranging from $33 to $56.
5 min readLincoln Financial reported Q2 2026 net income of $1.3 billion versus a $699 million net loss a year earlier. Adjusted operating income was $439 million. Annuities operating income was $287 million, with ending account balances of $182 billion. Retirement Plan Services operating income rose 32% to $49 million despite $2.4 billion net outflows. Group Protection operating income was $147 million.
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