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Lincoln National LNC Retirement Plan Services — Market risk benefit assets

Other product segments

Variable Annuities
$4.21B+4.2%
Fixed Annuities
$49M-32.9%

Similar metrics at other companies

Apollo Global Management logo
APORetirement Services — Market risk benefits
$5.01B+14.9%
Prudential Financial logo
PRURetirement — Market risk benefit assets
$34M+9.7%
Principal Financial Group logo
PFGSegment Retirement And Income Solutions — Market Risk Benefit Asset Amount
$197.1M-1.2%
Prudential Financial logo
PRURetirement — Market risk benefit liabilities
$401M+137%
Apollo Global Management logo
APORetirement Services — Market Risk Benefit, Change in Fair Value, Gain (Loss)
-$259M+32.7%
Jackson Financial logo
JXNMarket risk benefits gains (losses)
-$1.67B+25.6%

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:MarketRiskBenefitAssetAmount.

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 — market risk benefit assets?
Lincoln National (LNC) reported retirement plan services — market risk benefit assets of $44M in Q1 2026.
How has Lincoln National's retirement plan services — market risk benefit assets changed year-over-year?
Lincoln National's retirement plan services — market risk benefit assets increased by 2.3% year-over-year, from $43M to $44M.
What does retirement plan services — market risk benefit assets mean?
Represents the fair value of assets held to hedge or offset market-related risks associated with guaranteed benefits in retirement products. This metric reflects the company's ability to mitigate potential financial exposure arising from market volatility in its retirement plan offerings.