LINCOLN NATIONAL CORP
No enriched coverage for $LNC in the last 7 days.
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.
Woodroffe 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.
KELLY GARY C sold 15,007 shares of LINCOLN NATIONAL CORP (LNC) at $26.50 ($0.40M total) on 2026-08-12.
Recent LNC coverage spans corporate actions, earnings and insider activity.
In the last 30 days, LNC insiders filed 2 SEC Form 4 transactions — no purchases and 2 sales ($896K). The most active reporter was KELLY GARY C with 1 filing.
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.
Resuming buybacks signals renewed capital-return confidence, but the interim CFO appointment raises near-term execution and governance questions.
Leadership churn plus capital-return actions may reduce near-term uncertainty but keep focus on execution of the transformation and legacy capital reduction.
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.
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.
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.
3 min readLincoln Financial reported Q2 2026 net income available to common stockholders of $1.3 billion, or $6.72 per diluted share. Adjusted operating income was $439 million, or $2.24 per diluted share. Annuities operating income was $287 million and ending account balances reached a record $182 billion. The company also issued $500 million subordinated debt.
6 min readLincoln Financial Group (NYSE:LNC) has entered a reinsurance agreement with Talcott Financial Group covering a large portion of its guaranteed universal life portfolio. The deal transfers US$5.8b of in force guaranteed universal life reserves, which represents about 37% of Lincoln Financial's remaining GUL block. The transaction is intended to reduce exposure to capital intensive legacy policies and adjust future subsidiary cash remittances.
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