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Lincoln National Corporation (LNC)
Performance
Risk-Adjusted Performance
Dividends
Drawdowns
Volatility
Financials

Company Info

ISIN

US5341871094

CUSIP

534187109

Sector

Financial Services

IPO Date

Oct 5, 1984

Highlights

Market Cap

$5.84B

EPS (TTM)

$1.43

PE Ratio

23.97

PEG Ratio

1.24

Total Revenue (TTM)

$13.26B

Gross Profit (TTM)

$14.08B

EBITDA (TTM)

$1.77B

Year Range

$22.05 - $36.98

Target Price

$35.45

Short %

2.45%

Short Ratio

2.63

Share Price Chart


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Compare to other instruments

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.


Popular comparisons:
LNC vs. PRU LNC vs. SBR LNC vs. BXP LNC vs. ICE LNC vs. VOO LNC vs. SJM LNC vs. HTGC LNC vs. BX LNC vs. CB LNC vs. COST
Popular comparisons:
LNC vs. PRU LNC vs. SBR LNC vs. BXP LNC vs. ICE LNC vs. VOO LNC vs. SJM LNC vs. HTGC LNC vs. BX LNC vs. CB LNC vs. COST

Performance

Performance Chart

The chart shows the growth of an initial investment of $10,000 in Lincoln National Corporation, comparing it to the performance of the S&P 500 index or another benchmark. All prices have been adjusted for splits and dividends.


-5.00%0.00%5.00%10.00%15.00%20.00%JuneJulyAugustSeptemberOctoberNovember
13.25%
12.92%
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Returns By Period

Lincoln National Corporation had a return of 37.02% year-to-date (YTD) and 53.91% in the last 12 months. Over the past 10 years, Lincoln National Corporation had an annualized return of -1.78%, while the S&P 500 had an annualized return of 11.16%, indicating that Lincoln National Corporation did not perform as well as the benchmark.


LNC

YTD

37.02%

1M

5.45%

6M

13.25%

1Y

53.91%

5Y (annualized)

-5.43%

10Y (annualized)

-1.78%

^GSPC (Benchmark)

YTD

24.72%

1M

1.67%

6M

12.93%

1Y

30.55%

5Y (annualized)

13.88%

10Y (annualized)

11.16%

Monthly Returns

The table below presents the monthly returns of LNC, with color gradation from worst to best to easily spot seasonal factors. Returns are adjusted for dividends.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
20243.41%0.33%15.94%-13.33%20.98%-5.73%8.66%-3.60%-1.84%11.86%37.02%
202316.98%-10.47%-29.16%-1.18%-3.73%23.14%10.80%-8.49%-3.78%-10.07%9.23%13.41%-5.54%
20223.16%-3.66%-3.06%-7.31%-3.69%-19.26%10.81%-10.28%-4.67%23.83%-27.71%-21.11%-53.53%
2021-8.85%25.02%9.50%3.68%8.83%-9.96%-1.24%11.41%0.15%5.56%-8.07%2.91%39.49%
2020-7.05%-16.69%-42.01%36.44%6.94%-3.01%2.47%-3.27%-13.09%13.32%34.53%6.54%-11.08%
201914.79%6.89%-6.11%14.33%-10.90%8.41%1.95%-19.07%14.07%-5.72%4.55%-0.07%17.95%
20188.17%-8.01%-4.08%-2.85%-6.16%-6.09%9.97%-3.70%3.17%-10.62%4.62%-18.52%-31.98%
20172.32%3.93%-6.71%1.19%-1.44%4.00%8.57%-7.12%8.28%3.53%1.02%0.42%17.98%
2016-21.07%-7.43%7.31%11.56%5.52%-15.44%13.39%9.98%-2.19%5.04%30.58%3.39%35.02%
2015-13.02%15.33%-0.31%-1.34%0.92%3.88%-4.57%-9.82%-6.56%13.21%2.77%-8.60%-11.55%
2014-6.66%4.37%1.08%-3.95%-1.13%7.26%2.16%5.06%-2.65%2.52%3.41%1.84%13.14%
201312.38%1.93%10.39%4.69%4.85%2.27%14.61%0.89%-0.12%8.45%13.04%0.56%102.13%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current risk-adjusted rank of LNC is 81, placing it in the top 19% of stocks on our website in terms of risk-adjusted performance. This ranking is based on the combined values of the indicators listed below.


The Risk-Adjusted Performance Rank of LNC is 8181
Combined Rank
The Sharpe Ratio Rank of LNC is 8585
Sharpe Ratio Rank
The Sortino Ratio Rank of LNC is 8080
Sortino Ratio Rank
The Omega Ratio Rank of LNC is 8080
Omega Ratio Rank
The Calmar Ratio Rank of LNC is 7373
Calmar Ratio Rank
The Martin Ratio Rank of LNC is 8686
Martin Ratio Rank
The risk-adjusted ranks indicate the investment's position relative to the market. A rank closer to 100 signifies top-performing investments, while a rank closer to 0 might suggest underperformance, based on the selected ratio. The values are calculated based on the past 12 months of returns.

Risk-Adjusted Performance Indicators

The charts below present risk-adjusted performance metrics for Lincoln National Corporation (LNC) and compare them to a chosen benchmark (^GSPC). These indicators evaluate an investment's returns against its associated risks.


Sharpe ratio
The chart of Sharpe ratio for LNC, currently valued at 1.62, compared to the broader market-4.00-2.000.002.004.001.622.54
The chart of Sortino ratio for LNC, currently valued at 2.22, compared to the broader market-4.00-2.000.002.004.002.223.40
The chart of Omega ratio for LNC, currently valued at 1.29, compared to the broader market0.501.001.502.001.291.47
The chart of Calmar ratio for LNC, currently valued at 0.87, compared to the broader market0.002.004.006.000.873.66
The chart of Martin ratio for LNC, currently valued at 8.71, compared to the broader market0.0010.0020.0030.008.7116.26
LNC
^GSPC

The current Lincoln National Corporation Sharpe ratio is 1.62. This value is calculated based on the past 1 year of trading data and takes into account price changes and dividends.

Use the chart below to compare the Sharpe ratio of Lincoln National Corporation with the selected benchmark, providing insights into the investment's historical performance in terms of risk-adjusted returns. Go to the Sharpe ratio tool for more fine-grained control over the calculation options.

Rolling 12-month Sharpe Ratio0.001.002.003.004.00JuneJulyAugustSeptemberOctoberNovember
1.62
2.54
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Lincoln National Corporation provided a 5.17% dividend yield over the last twelve months, with an annual payout of $1.80 per share. The company has been increasing its dividends for 13 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.5020132014201520162017201820192020202120222023
Dividends
Dividend Yield
PeriodTTM20232022202120202019201820172016201520142013
Dividend$1.80$1.80$1.80$1.68$1.60$1.48$1.32$1.16$1.00$0.80$0.64$0.48

Dividend yield

5.17%6.67%5.86%2.46%3.18%2.51%2.57%1.51%1.51%1.59%1.11%0.93%

Monthly Dividends

The table displays the monthly dividend distributions for Lincoln National Corporation. The dividends shown in the table have been adjusted to account for any splits that may have occurred.


JanFebMarAprMayJunJulAugSepOctNovDecTotal
2024$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$1.80
2023$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$1.80
2022$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$0.45$0.00$0.00$1.80
2021$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$0.42$0.00$0.00$1.68
2020$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$0.40$0.00$0.00$1.60
2019$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$0.37$0.00$0.00$1.48
2018$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$0.33$0.00$0.00$1.32
2017$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$0.29$0.00$0.00$1.16
2016$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$0.25$0.00$0.00$1.00
2015$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.20$0.00$0.00$0.80
2014$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.16$0.00$0.00$0.64
2013$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.12$0.00$0.00$0.48

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%5.2%
Lincoln National Corporation has a dividend yield of 5.17%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%31.3%
Lincoln National Corporation has a payout ratio of 31.25%, which is quite average when compared to the overall market. This suggests that Lincoln National Corporation strikes a balance between reinvesting profits for growth and paying dividends to shareholders.

Drawdowns

Drawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way. Drawdowns are calculated considering price movements and all distributions paid, if any.


-60.00%-50.00%-40.00%-30.00%-20.00%-10.00%0.00%JuneJulyAugustSeptemberOctoberNovember
-46.67%
-0.88%
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Worst Drawdowns

The table below displays the maximum drawdowns of the Lincoln National Corporation. A maximum drawdown is a measure of risk, indicating the largest reduction in portfolio value due to a series of losing trades.

The maximum drawdown for the Lincoln National Corporation was 92.87%, occurring on Mar 9, 2009. Recovery took 1944 trading sessions.

The current Lincoln National Corporation drawdown is 46.67%.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-92.87%May 16, 2007457Mar 9, 20091944Nov 23, 20162401
-79.19%Feb 2, 2018536Mar 20, 2020
-58.93%Jul 13, 1999171Mar 14, 2000125Sep 11, 2000296
-52.09%Sep 12, 2000520Oct 9, 2002378Apr 12, 2004898
-47.6%Dec 4, 1989232Nov 1, 1990297Jan 7, 1992529

Volatility

Volatility Chart

The current Lincoln National Corporation volatility is 15.51%, representing the average percentage change in the investments's value, either up or down over the past month. The chart below shows the rolling one-month volatility.


0.00%5.00%10.00%15.00%JuneJulyAugustSeptemberOctoberNovember
15.51%
3.96%
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Financials

Financial Performance

The chart below illustrates the trends in the financial health of Lincoln National Corporation over time, highlighting three key metrics: Total Revenue, Earnings Before Interest and Taxes (EBIT), and Net Income.

Annual
Quarterly

0.0

Valuation

The Valuation section provides an assessment of the market value of Lincoln National Corporation compared to its peers in the Insurance - Life industry.


PE Ratio
20.040.060.080.0100.024.0
The chart displays the price to earnings (P/E) ratio for LNC in comparison to other companies of the Insurance - Life industry. Currently, LNC has a PE value of 24.0. This PE ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.
PEG Ratio
0.51.01.52.02.53.01.2
The chart displays the price to earnings to growth (PEG) ratio for LNC in comparison to other companies of the Insurance - Life industry. Currently, LNC has a PEG value of 1.2. This PEG ratio is much higher than those of other companies of the industry. This might be an indicator of the company being overvalued.

Historical P/E Ratio Chart

The chart below displays the historical trend of the price-to-earnings (P/E) ratio for Lincoln National Corporation.


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Income Statement



TTM
Revenue

Total Revenue

Cost Of Revenue

Gross Profit

Operating Expenses

Selling, General & Admin Expenses

R&D Expenses

Depreciation And Amortization

Total Operating Expenses

Income

Income Before Tax

Operating Income

EBITDA

EBIT

Earnings From Continuing Operations

Net Income

Income Tax Expense

Other Non-Operating Income (Expenses)

Extraordinary Items

Discontinued Operations

Effect Of Accounting Charges

Non Recurring

Minority Interest

Other Items

Interest Income

Interest Expense

Net Interest Income

Values in undefined except per share items