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Lincoln National LNC Fixed Annuities — Policyholder account balances

Other product segments

Variable Annuities
$39.14B+13.9%
UL and Other
$35.72B-1.4%
Other
$8.15B+58.1%

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$11.87B+9.1%
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CNOFixed interest annuities — Policyholder account balances
$2.08B-3.0%
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AMPFixed accounts of variable annuities — Policyholder account balances
$3.19B-9.6%
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AMPFixed accounts of structured variable annuities — Policyholder account balances
$102M+104%
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AMPNon-indexed accounts of fixed indexed annuities — Policyholder account balances
$18M-14.3%

Other financials

Income statement

See full
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

See full
Operating cash flow$138.0M+151%

Valuation

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Market cap$8.98B+20.1%
Enterprise value$8B+31.2%
P/E5.2×-1.4×
P/S0.5×+0.1×

Profitability

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Net margin9.2%+2.2pp

Returns & leverage

See full
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:PolicyholderFunds.

The source filing: Lincoln National’s 10-Q, filed May 7, 2026.

Filed
May 7, 2026, 4:23 PM EDT
Fiscal quarter
Q1 FY2026
Calendar quarter
Q1 2026
Accession
0000059558-26-000035
Line itemAs of March 31, 2026As of December 31, 2025
Variable Annuities$39,143$40,060
Fixed Annuities28,97428,728
UL and Other35,72335,986
Retirement Plan Services23,69423,843
Other (1)8,1497,628
Total policyholder account balances$135,683$136,245

Item 1. Financial Statements

FAQ

What is Lincoln National's fixed annuities — policyholder account balances?
Lincoln National (LNC) reported fixed annuities — policyholder account balances of $28.97B in Q1 2026.
How has Lincoln National's fixed annuities — policyholder account balances changed year-over-year?
Lincoln National's fixed annuities — policyholder account balances increased by 11.3% year-over-year, from $26.04B to $28.97B.
What is the long-term trend for Lincoln National's fixed annuities — policyholder account balances?
Over 2 years (2023 to 2025), Lincoln National's fixed annuities — policyholder account balances has grown at a 6.3% compound annual growth rate (CAGR), from $96.87B to $109.47B.
What does fixed annuities — policyholder account balances mean?
Represents the total value of funds held on behalf of policyholders within the fixed annuity segment. This balance serves as the primary base for fee generation and interest crediting obligations. Growth in this metric indicates the scale and accumulation of the annuity business over time.

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