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Lincoln National LNC Other investments

Other investments at other companies

Berkshire Hathaway logo
Berkshire HathawayBRK.A
$5.43B-3.6%
Progressive logo
ProgressivePGR
$917M+12.7%
Affiliated Managers Group logo
Affiliated Managers GroupAMG
$6.5M-44.0%
UnitedHealth Group logo
UnitedHealth GroupUNH
$1.13B+9.5%
Blackstone logo
BlackstoneBX
$107.94M+10.8%
Old Republic International logo
Old Republic InternationalORI
$18.7M-6.0%

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 lnc:GrossInvestmentIncomeIncludingDerivativesOperating.

The official record: Lincoln National’s 10-K, filed February 19, 2026, on SEC EDGAR. View the filing →

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Questions, answered.

What is Lincoln National's other investments?
Lincoln National (LNC) reported other investments of $130.5M in Q4 2025.
How has Lincoln National's other investments changed year-over-year?
Lincoln National's other investments increased by 69.5% year-over-year, from $77M to $130.5M.
What is the long-term trend for Lincoln National's other investments?
Over 4 years (2021 to 2025), Lincoln National's other investments has grown at a 69.0% compound annual growth rate (CAGR), from $64M to $522M.
What does other investments mean?
Captures the total income generated from the company's investment portfolio, including interest, dividends, and derivative-related gains before deducting investment expenses. It serves as a primary indicator of the portfolio's ability to support insurance liabilities and generate core earnings.