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Lincoln National LNC Fixed Annuities — Policyholder Account Balance, Policy Charge

Other product segments

UL and Other
$1.1B-0.8%
Variable Annuities
$1M

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JXNFixed Index Annuities — Policyholder Account Balance, Policy Income (Charge)
$50M+900%
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AMPFixed Indexed Annuity — Policyholder Account Balance, Policy Charge
$0

Other financials

Income statement

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Revenue$5.3B+13.1%
Net income-$172.0M+76.2%
EPS (diluted)-$1.10+75.1%

Balance sheet

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Cash & equivalents$7.3B+71.5%
Total debt$6.4B+8.5%
Total equity$10.2B+24.6%
Total assets$406.16B+6.1%

Cash flow

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Operating cash flow$138.0M+151%

Valuation

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Market cap$7.11B+10.3%
Enterprise value$6.13B-25.1%
P/E4.1×-0.7×
P/S0.4×0.0×

Profitability

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Net margin9.2%+2.2pp

Returns & leverage

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Return on equity18.8%+1.8pp
Debt / equity0.6×-0.1×

Where this comes from

Reported directly by Lincoln National in its filing.

Tagged under the XBRL concept us-gaap:PolicyholderAccountBalancePolicyCharge.

The official record: Lincoln National’s 10-Q, filed May 7, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lincoln National's fixed annuities — policyholder account balance, policy charge?
Lincoln National (LNC) reported fixed annuities — policyholder account balance, policy charge of $15M in Q1 2026.
How has Lincoln National's fixed annuities — policyholder account balance, policy charge changed year-over-year?
Lincoln National's fixed annuities — policyholder account balance, policy charge decreased by 0.0% year-over-year, from $15M to $15M.
What is the long-term trend for Lincoln National's fixed annuities — policyholder account balance, policy charge?
Over 3 years (2022 to 2025), Lincoln National's fixed annuities — policyholder account balance, policy charge has grown at a 5.0% compound annual growth rate (CAGR), from $51M to $59M.
What does fixed annuities — policyholder account balance, policy charge mean?
Represents the recurring fees and administrative charges deducted from policyholder account balances within the fixed annuity segment. This metric reflects the revenue generated from policy maintenance and service fees, serving as a key indicator of the segment's profitability and cost-recovery efficiency.