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Lincoln National LNC Retirement Plan Services — Policyholder Account Balance, Withdrawal

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PRURetirement — Policyholder Account Balance, Surrender and Withdrawal
$2.38B+43.7%
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APORetirement Services — Withdrawals On Investment Policies And Contracts
-$1.14B+35.4%
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PFGWorkplace Savings And Retirement Solutions — Policyholder Account Balance Surrender Withdrawal And Benefit Payment
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PRULife/Disability — Policyholder Account Balance, Surrender and Withdrawal
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UNMVoluntary Benefits — Policyholder Account Balance, Surrender and Withdrawal
$11.6M+30.3%
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APOOther investment-type and other — Policyholder Account Balance, Surrender and Withdrawal
$26M+36.8%

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:PolicyholderAccountBalanceWithdrawal.

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 — policyholder account balance, withdrawal?
Lincoln National (LNC) reported retirement plan services — policyholder account balance, withdrawal of $1.28B in Q1 2026.
How has Lincoln National's retirement plan services — policyholder account balance, withdrawal changed year-over-year?
Lincoln National's retirement plan services — policyholder account balance, withdrawal decreased by 3.8% year-over-year, from $1.33B to $1.28B.
What is the long-term trend for Lincoln National's retirement plan services — policyholder account balance, withdrawal?
Over 3 years (2022 to 2025), Lincoln National's retirement plan services — policyholder account balance, withdrawal has grown at a 12.3% compound annual growth rate (CAGR), from $3.58B to $5.07B.
What does retirement plan services — policyholder account balance, withdrawal mean?
The total value of assets withdrawn by policyholders from their retirement accounts during a specific period. High withdrawal rates can signal increased competition, poor product performance, or adverse shifts in client demographics. Monitoring this metric is essential for assessing the stability of the long-term asset base and the effectiveness of retention strategies.