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

Company Info

ISIN

US5341871094

CUSIP

534187109

IPO Date

Oct 5, 1984

Highlights

Market Cap

$5.45B

EPS (TTM)

$18.41

PE Ratio

1.73

PEG Ratio

1.24

Total Revenue (TTM)

$13.41B

Gross Profit (TTM)

$13.74B

EBITDA (TTM)

$111.00M

Year Range

$24.35 - $39.31

Target Price

$36.91

Short %

3.07%

Short Ratio

2.04

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.


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.


0.00%1,000.00%2,000.00%3,000.00%4,000.00%NovemberDecember2025FebruaryMarchApril
665.98%
3,296.37%
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Returns By Period

Lincoln National Corporation had a return of 2.99% year-to-date (YTD) and 20.23% in the last 12 months. Over the past 10 years, Lincoln National Corporation had an annualized return of -2.32%, while the S&P 500 had an annualized return of 10.11%, indicating that Lincoln National Corporation did not perform as well as the benchmark.


LNC

YTD

2.99%

1M

-13.99%

6M

1.99%

1Y

20.23%

5Y*

6.05%

10Y*

-2.32%

^GSPC (Benchmark)

YTD

-6.06%

1M

-3.27%

6M

-4.87%

1Y

9.44%

5Y*

14.30%

10Y*

10.11%

*Annualized

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
202512.56%10.92%-7.92%-10.42%2.99%
20243.41%0.33%15.94%-13.33%20.98%-5.73%8.66%-3.60%-1.84%11.86%2.27%-10.78%24.78%
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%

Risk-Adjusted Performance

Risk-Adjusted Performance Rank

The current rank of LNC is 66, indicating average performance compared to other stocks on our website. Here’s a breakdown of how it compares using common performance measures.


The Risk-Adjusted Performance Rank of LNC is 6666
Overall Rank
The Sharpe Ratio Rank of LNC is 6969
Sharpe Ratio Rank
The Sortino Ratio Rank of LNC is 6262
Sortino Ratio Rank
The Omega Ratio Rank of LNC is 6363
Omega Ratio Rank
The Calmar Ratio Rank of LNC is 6565
Calmar Ratio Rank
The Martin Ratio Rank of LNC is 7272
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.


The chart of Sharpe ratio for LNC, currently valued at 0.42, compared to the broader market-2.00-1.000.001.002.003.00
LNC: 0.42
^GSPC: 0.46
The chart of Sortino ratio for LNC, currently valued at 0.84, compared to the broader market-6.00-4.00-2.000.002.004.00
LNC: 0.84
^GSPC: 0.77
The chart of Omega ratio for LNC, currently valued at 1.12, compared to the broader market0.501.001.502.00
LNC: 1.12
^GSPC: 1.11
The chart of Calmar ratio for LNC, currently valued at 0.28, compared to the broader market0.001.002.003.004.005.00
LNC: 0.28
^GSPC: 0.47
The chart of Martin ratio for LNC, currently valued at 1.86, compared to the broader market-5.000.005.0010.0015.0020.00
LNC: 1.86
^GSPC: 1.94

The current Lincoln National Corporation Sharpe ratio is 0.42. 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 Ratio0.001.002.003.00NovemberDecember2025FebruaryMarchApril
0.42
0.46
LNC (Lincoln National Corporation)
Benchmark (^GSPC)

Dividends

Dividend History

Lincoln National Corporation provided a 5.67% dividend yield over the last twelve months, with an annual payout of $1.80 per share. The company has been increasing its dividends for 14 consecutive years.


1.00%2.00%3.00%4.00%5.00%6.00%7.00%$0.00$0.50$1.00$1.5020142015201620172018201920202021202220232024
Dividends
Dividend Yield
PeriodTTM20242023202220212020201920182017201620152014
Dividend$1.80$1.80$1.80$1.80$1.68$1.60$1.48$1.32$1.16$1.00$0.80$0.64

Dividend yield

5.67%5.68%6.67%5.86%2.46%3.18%2.51%2.57%1.51%1.51%1.59%1.11%

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
2025$0.45$0.00$0.00$0.45$0.90
2024$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
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

Dividend Yield & Payout


Dividend Yield
5.0%10.0%15.0%20.0%25.0%
LNC: 5.7%
Lincoln National Corporation has a dividend yield of 5.67%, which is quite average when compared to the overall market.
Payout Ratio
200.0%400.0%600.0%800.0%1,000.0%
LNC: 28.9%
Lincoln National Corporation has a payout ratio of 28.94%, 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.


-50.00%-40.00%-30.00%-20.00%-10.00%0.00%NovemberDecember2025FebruaryMarchApril
-49.98%
-10.07%
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 49.98%.


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
-50.2%Mar 17, 19861173Nov 1, 1990425Jul 9, 19921598

Volatility

Volatility Chart

The current Lincoln National Corporation volatility is 24.15%, 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%20.00%25.00%NovemberDecember2025FebruaryMarchApril
24.15%
14.23%
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 overview of how Lincoln National Corporation is priced in the market compared to other companies in the Insurance - Life industry. It includes key financial ratios that help investors assess whether the stock is undervalued or overvalued.


PE Ratio
20.040.060.080.0100.0
LNC: 1.7
The chart displays the Price-to-Earnings (P/E) ratio for LNC, comparing it with other companies in the Insurance - Life industry. Currently, LNC has a P/E ratio of 1.7. This P/E ratio is considered low compared to industry peers, which may suggest that the stock is undervalued or that the company has weaker growth prospects.
PEG Ratio
0.51.01.52.02.53.0
LNC: 1.2
The chart shows the Price/Earnings to Growth (PEG) ratio for LNC compared to other companies in the Insurance - Life industry. LNC currently has a PEG ratio of 1.2. This PEG ratio is higher than the industry average, which may suggest the stock is overvalued relative to its expected earnings growth.
PS Ratio
2.04.06.08.010.0
LNC: 0.3
This chart shows the Price-to-Sales (P/S) ratio for LNC relative to other companies in the Insurance - Life industry. Currently, LNC has a P/S ratio of 0.3. This P/S ratio is low compared to the industry average. It may indicate that the stock is undervalued relative to its revenue, or that the market expects slower growth or lower margins.
PB Ratio
2.04.06.08.0
LNC: 0.7
The chart illustrates the Price-to-Book (P/B) ratio for LNC in comparison with other companies in the Insurance - Life industry. Currently, LNC has a P/B value of 0.7. This P/B ratio is in line with the industry average, suggesting the stock is valued fairly in relation to its book value.

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