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Lincoln National LNC Retirement Plan Services — Deferrals

Other segment segments

UL and Other
$106M+12.8%
Group Protection
$30M-6.3%
Traditional Life
$24M+14.3%

Similar metrics at other companies

Unum logo
UNMDeferral of Acquisition Costs
$190.6M+10.4%
Jackson Financial logo
JXNDeferral Of Acquisition Costs And Sales Inducement Assets
$255M+60.4%
WEC Energy Group logo
WECDeferral - addition
$8.95M-59.5%
Unum logo
UNMCorporate — Deferral of Acquisition Costs
$0
MetLife logo
METRIS — Deferrals
$1M0.0%
Jackson Financial logo
JXNVariable annuity — Deferrals of acquisition costs
$141M+38.2%

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:DeferredPolicyAcquisitionCostsAdditions.

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 retirement plan services — deferrals?
Lincoln National (LNC) reported retirement plan services — deferrals of $5M in Q1 2026.
How has Lincoln National's retirement plan services — deferrals changed year-over-year?
Lincoln National's retirement plan services — deferrals decreased by 0.0% year-over-year, from $5M to $5M.
What is the long-term trend for Lincoln National's retirement plan services — deferrals?
Over 3 years (2022 to 2025), Lincoln National's retirement plan services — deferrals has grown at a -1.7% compound annual growth rate (CAGR), from $20M to $19M.
What does retirement plan services — deferrals mean?
This represents the periodic additions to capitalized acquisition costs or sales inducements during the reporting period. It reflects the immediate cash outlay for acquiring new business that will be recognized as an expense over future periods. Monitoring this helps investors understand the current pace of business growth and the associated upfront investment costs.