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Lincoln National LNC Retirement Plan Services — Investment gains (losses)

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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$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

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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 lnc:InvestmentGainsLosses.

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 itemAnnuitiesLife InsuranceGroup ProtectionRetirement Plan ServicesOther OperationsTotal
Revenue adjustments from annuity and life
insurance product features30225327
Credit loss-related adjustments(4)(1)1(2)(14)(20)
Investment gains (losses)(4)(51)(1)14(42)
Changes in the fair value of reinsurance-
related embedded derivatives, trading
securities and certain mortgage loans(1)184(4)179
Gains (losses) on other non-financial assets(6)(6)

Item 1. Financial Statements

FAQ

What is Lincoln National's retirement plan services — investment gains (losses)?
Lincoln National (LNC) reported retirement plan services — investment gains (losses) of -$1M in Q1 2026.
How has Lincoln National's retirement plan services — investment gains (losses) changed year-over-year?
Lincoln National's retirement plan services — investment gains (losses) increased by 50.0% year-over-year, from -$2M to -$1M.
What is the long-term trend for Lincoln National's retirement plan services — investment gains (losses)?
Over 2 years (2022 to 2024), Lincoln National's retirement plan services — investment gains (losses) has grown at a -8.0% compound annual growth rate (CAGR), from -$13M to -$11M.
What does retirement plan services — investment gains (losses) mean?
The net realized and unrealized gains or losses from the investment portfolio supporting the Retirement Plan Services segment. It indicates the performance of the assets held to back the segment's insurance and retirement liabilities.

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