Lincoln Natl Corp Ind Stock Price, News & Analysis

Lincoln Financial (NYSE:LNC) has announced its schedule for the upcoming 2025 second quarter earnings release, set for July 31, 2025, at 6:00 a.m. ET. A conference call will follow at 8:00 a.m. ET on the same day.

The company will make earnings materials available on their investor relations website, including the Q2 Earnings Release, Earnings Supplement, and Statistical Supplement. An audio webcast of the conference call will be accessible through Lincoln's website, with a replay available by 10:00 a.m. ET.

Additionally, Lincoln Financial has outlined their earnings release schedule through Q1 2026, with Q3 2025 results on October 30, Q4 2025 on February 5, 2026, and Q1 2026 results on May 7, 2026.

Lincoln Financial (NYSE:LNC) has launched 'The Action Plan,' a four-part content series featuring wellness advocate and podcast host Rich Roll. The series showcases conversations with notable guests including Andre Agassi, Walker Hayes, Sarah True, and Morgan Housel about pursuing passions and maintaining financial stability in retirement.

According to Lincoln Financial's survey, while 77% of Americans in their 50s and 60s view retirement as a time to pursue passions, only 11% actually budget for these activities. The series aims to inspire discussions about retirement planning while celebrating pastimes, featuring Rich Roll, who at 58 demonstrates how life can flourish in later years.

Lincoln Financial (LNC) has launched the LVIP American Funds Vanguard Active Passive Growth Fund, exclusively available within American Legacy® and Lincoln Investor Advantage® variable annuities. The fund combines Capital Group's active management expertise ($2.8T AUM) with Vanguard's passive ETF strategies, aiming to provide diversified long-term growth. The strategic allocation is managed by Lincoln, targeting downside risk protection while capturing upside growth. This launch comes as 73% of financial advisors believe active and passive investments complement each other, with 72% viewing active management as beneficial for downside protection during market volatility. The fund leverages Capital Group's active investing approach for above-average risk-adjusted returns and Vanguard's low-cost index ETFs for broad market exposure.

Lincoln Financial and Bain Capital have completed their strategic partnership, with Bain Capital making an $825 million investment to acquire a 9.9% stake in Lincoln. The deal involves issuing 18,759,497 new common shares at $44.00 per share, representing a 25% premium to the 30-day VWAP as of April 8, 2025. The partnership includes a 10-year non-exclusive strategic investment management relationship. The capital will be used to grow spread-based earnings, enhance portfolio management, optimize legacy life insurance portfolio, and accelerate progress toward Lincoln's 25% leverage ratio target. The collaboration aims to leverage Bain Capital's platform and expertise to drive Lincoln's long-term growth strategy.

Lincoln Financial (NYSE: LNC) has announced the pricing terms for its previously announced cash tender offer for various series of its outstanding securities. The tender offer includes several series of Senior Notes and Subordinated Securities with maturities ranging from 2030 to 2067. The company has accepted securities with a total value of approximately $518.9 million for purchase.

Holders who validly tendered their securities by the Early Tender Deadline (May 23, 2025) will receive the Total Tender Offer Consideration, which includes a $30 per $1,000 Early Tender Premium. The early settlement date is expected to be May 29, 2025. Due to oversubscription, securities were accepted based on Acceptance Priority Levels, with proration factors applied to certain series.

Valmark Advisers and Lincoln Financial (NYSE: LNC) have expanded their partnership by adding three new TOPS® ETF Portfolios to Lincoln's Variable Universal Life (VUL) products. Effective May 12, 2025, the TOPS® Conservative, Growth, and Aggressive Growth ETF Portfolios will be available in Lincoln AssetEdge® VUL and SVUL policies. This expansion builds on their existing collaboration since 2019, which previously offered TOPS® Balanced and Moderate Growth ETF Portfolios. Valmark Advisers, a pioneer in ETF management since 2002, currently manages approximately $10.6 billion in Assets Under Management and Advisement. The expanded portfolio offerings aim to provide VUL policyholders with more options across the risk spectrum, from conservative bond-oriented allocations to aggressive growth strategies.

Lincoln Financial (NYSE: LNC) announced the early results of its cash tender offer and increased the maximum aggregate purchase price from $375M to $420M. As of May 23, 2025, $812.8M in Securities had been validly tendered, including $264.4M in Subordinated Securities. Due to exceeding the Aggregate Offer Cap, LNC doesn't expect to accept Securities tendered after the Early Tender Deadline. The tender offer includes various series of notes: 4.375% Senior Notes (2050), 4.350% Senior Notes (2048), Capital Securities (2067, 2066), Subordinated Notes (2067, 2066), 3.050% Senior Notes (2030), and 3.400% Senior Notes (2032). Accepted Securities holders will receive the Total Tender Offer Consideration, including a $30 per $1,000 Early Tender Premium. The settlement date is expected to be May 29, 2025.

Lincoln Financial (NYSE:LNC) has announced a quarterly cash dividend of $0.45 per share on its common stock. The dividend will be paid on August 1, 2025, to shareholders who are on record as of July 10, 2025. This dividend declaration by the board of directors maintains the company's commitment to returning value to shareholders through regular dividend payments.

Lincoln Financial (NYSE: LNC) has appointed Tom Anfuso as Senior Vice President and Chief Technology Officer. Anfuso will be responsible for providing strategic direction and vision for IT infrastructure at Lincoln, focusing on addressing current and future business needs. He will report to Jennifer Charters, EVP and CIO, and join the company's Corporate Leadership Group.

Anfuso brings over 30 years of technology and engineering experience, previously serving as Managing Director and CTO at JPMorgan Chase, where he led technology integration for acquired companies in Chase's Connected Commerce division. The appointment aligns with Lincoln Financial's commitment to investing in technology for innovation and growth opportunities.