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Lincoln National LNC Retirement Plan Services — Issuances

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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:MarketRiskBenefitIssuanceNet.

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 or For the Three Months Ended March 31, 2026 / Variable AnnuitiesAs of or For the Three Months Ended March 31, 2026 / Fixed AnnuitiesAs of or For the Three Months Ended March 31, 2026 / Retirement Plan ServicesAs of or For the Three Months Ended March 31, 2025 / Variable AnnuitiesAs of or For the Three Months Ended March 31, 2025 / Fixed AnnuitiesAs of or For the Three Months Ended March 31, 2025 / Retirement Plan Services
non-performance risk366(35)1(153)(33)
Balance as of beginning-of-year, before the effect
of changes in non-performance risk(4,081)159(45)(3,651)65(42)
Issuances5
Attributed fees collected3758237381
Benefit payments(7)(6)
Effect of changes in interest rates8(6)1396391
Effect of changes in equity markets3408145622

Item 1. Financial Statements

FAQ

What is Lincoln National's retirement plan services — issuances?
Lincoln National (LNC) reported retirement plan services — issuances of $0 in Q1 2026.
What is the long-term trend for Lincoln National's retirement plan services — issuances?
Over 3 years (2022 to 2025), Lincoln National's retirement plan services — issuances has grown at a -100.0% compound annual growth rate (CAGR), from -$3M to $0.
What does retirement plan services — issuances mean?
Reflects the volume of new financial instruments or contract guarantees issued within the retirement plan services segment during the period. It serves as a key indicator of new business production and the expansion of the company's retirement product footprint.

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