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Lincoln National LNC UL and Other — Policyholder account balances

Other product segments

Variable Annuities
$39.14B+13.9%
Fixed Annuities
$28.97B+11.3%
Other
$8.15B+58.1%

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$10.6B-7.0%
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AMPOther Life Insurance — Policyholder account balances
$268M-7.9%
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AMPFixed annuities — Policyholder account balances
$4.82B-7.9%
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AMPFixed Annuity — Policyholder account balances
$4.83B-7.9%

Other financials

Income statement

See full
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

See full
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 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 March 31, 2026As of December 31, 2025
Variable Annuities$39,143$40,060
Fixed Annuities28,97428,728
UL and Other35,72335,986
Retirement Plan Services23,69423,843
Other (1)8,1497,628
Total policyholder account balances$135,683$136,245

Item 1. Financial Statements

FAQ

What is Lincoln National's UL and other — policyholder account balances?
Lincoln National (LNC) reported UL and other — policyholder account balances of $35.72B in Q1 2026.
How has Lincoln National's UL and other — policyholder account balances changed year-over-year?
Lincoln National's UL and other — policyholder account balances decreased by 1.4% year-over-year, from $36.22B to $35.72B.
What is the long-term trend for Lincoln National's UL and other — policyholder account balances?
Over 2 years (2023 to 2025), Lincoln National's UL and other — policyholder account balances has grown at a -1.7% compound annual growth rate (CAGR), from $149.39B to $144.33B.
What does UL and other — policyholder account balances mean?
The total value of funds held by the insurer on behalf of policyholders within the Universal Life and related insurance segments. This balance represents the core liability for the company and reflects the accumulation of premiums, interest credits, and fees over the life of the policies.

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