Skip to content
Screener

Lincoln National LNC Fixed Annuities — Reinsurance recoverable amortization

Similar metrics at other companies

Genworth Financial logo
GNWFixed annuities — Less: reinsurance recoverable
$7.84B-3.7%
KKR & Co. logo
KKRFixed Indexed Annuities — Policyholder Account Balance, Reinsurance Recoverable
$3.4B+11.7%
KKR & Co. logo
KKRFixed Rate Annuities — Policyholder Account Balance, Reinsurance Recoverable
$13.5B+13.6%
Apollo Global Management logo
APOIndexed Annuities — Less: Reinsurance recoverable
$78M+66.0%
Jackson Financial logo
JXNPayout Annuities — Less: Reinsurance recoverable
$129M+9.3%
Fidelity National Financial logo
FNFImmediate annuities — Less: Reinsurance recoverable
$104M-4.6%

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

See full
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

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

Profitability

See full
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 lnc:ReinsuranceRecoverableForUnpaidClaimsAndClaimsAdjustmentsAmortization.

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

The first agreement was structured as a coinsurance treaty between us and Fortitude Re for the ULSG and fixed annuities blocks. As significant insurance risk was transferred for ULSG products and life-contingent annuities, amounts recoverable from Fortitude Re were $10.5 billion and $10.6 billion as of March 31, 2026, and December 31, 2025, respectively. We reported a deferred loss on the transaction of $2.5 billion as of March 31, 2026, and December 31, 2025. We amortized $24 million and $23 million of the deferred loss during the three months ended March 31, 2026 and 2025, respectively. Annuities that are not life-contingent do not contain significant insurance risk; therefore, we reported deposit assets for these contracts of $2.3 billion and $2.4 billion as of March 31, 2026, and December 31, 2025, respectively.

Item 1. Financial Statements

FAQ

What is Lincoln National's fixed annuities — reinsurance recoverable amortization?
Lincoln National (LNC) reported fixed annuities — reinsurance recoverable amortization of $24M in Q1 2026.
How has Lincoln National's fixed annuities — reinsurance recoverable amortization changed year-over-year?
Lincoln National's fixed annuities — reinsurance recoverable amortization increased by 4.3% year-over-year, from $23M to $24M.
What does fixed annuities — reinsurance recoverable amortization mean?
Represents the periodic expense recognized from the amortization of reinsurance recoverables related to unpaid claims and adjustment expenses within the fixed annuity segment. This metric reflects the systematic allocation of reinsurance assets over the expected life of the underlying insurance contracts. It is a key indicator of how reinsurance cost recovery impacts the net underwriting results of the segment.

Ask your AI about Lincoln National's fixed annuities — reinsurance recoverable amortization.

Connect your AI assistant and compare it to peers, right in your chat.

Connect your AI
Harbor at dusk
Claude