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Lincoln National LNC Retirement Plan Services — Policyholder account balances

Other product segments

Variable Annuities
$39.14B+13.9%
UL and Other
$35.72B-1.4%
Fixed Annuities
$28.97B+11.3%
Other
$8.15B+58.1%

Similar metrics at other companies

Equitable Holdings logo
EQHRetirement — Policyholders’ account balances
$118.54B+23.0%
The Hartford Financial Services Group logo
HIGPolicyholder account balances
$612M+0.2%
Prudential Financial logo
PRURetirement, C&O and International Businesses — Policyholders’ account balances
$9.87B+75.0%
Prudential Financial logo
PRURetirement — Policyholders’ account balances
$19.79B+35.7%
MetLife logo
METGroup Benefits — Policyholder account balances
$11.01B+44.2%
Prudential Financial logo
PRUGroup Insurance — Policyholders’ account balances
$2.37B+0.2%

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:PolicyholderFunds.

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 balances?
Lincoln National (LNC) reported retirement plan services — policyholder account balances of $23.69B in Q1 2026.
How has Lincoln National's retirement plan services — policyholder account balances changed year-over-year?
Lincoln National's retirement plan services — policyholder account balances increased by 0.9% year-over-year, from $23.48B to $23.69B.
What is the long-term trend for Lincoln National's retirement plan services — policyholder account balances?
Over 2 years (2023 to 2025), Lincoln National's retirement plan services — policyholder account balances has grown at a -1.3% compound annual growth rate (CAGR), from $97.31B to $94.87B.
What does retirement plan services — policyholder account balances mean?
The aggregate value of funds held on behalf of policyholders within the retirement plan services segment. This balance represents the total liability the company manages for its clients, serving as the primary base for fee generation and asset management activities. Growth in this metric indicates successful asset accumulation and client retention within the retirement business.