Lincoln National Corporation reports developments across insurance and retirement businesses marketed as Lincoln Financial, including annuities, life insurance, group protection, and retirement plan services. Recurring updates cover earnings performance by business line, sales trends in retirement and protection products, capital actions, and dividends on common stock and Series D preferred depositary shares.
Company news also includes product launches such as fixed indexed annuity income solutions, technology integrations that connect broker platforms with Lincoln systems for policy, RFP, and quoting workflows, and leadership or governance developments affecting operating units. Coverage reflects the company’s role as a diversified provider of retirement income, workplace benefits, and life insurance products.
Lincoln Financial (NYSE: LNC) closed its $6.3 billion reinsurance transaction with Talcott Financial Group, effective October 1, 2026.
A Talcott subsidiary reinsured approximately $5.8 billion of guaranteed universal life statutory reserves, representing approximately 37% of Lincoln’s remaining in-force block. Together with the 2023 Fortitude Re transaction, approximately 60% of its total block is now reinsured. Lincoln will continue administering the reinsured policies.
Lincoln Financial (NYSE: LNC) and the Employee Benefit Research Institute published research examining education and communication around voluntary employee benefits.
The three-part study surveyed 408 employers, 170 brokers and 1,130 benefits-eligible employees about dental, vision, accident, critical illness and hospital indemnity insurance. Among employers offering voluntary benefits, 74% cited positive effects on recruitment, retention and performance. Only 11% of surveyed employers offered accident, critical illness and hospital indemnity insurance together.
86% of employees spent four hours or less reviewing enrollment materials. After reading brief, plain-language descriptions, more than three-quarters expressed interest in dental, vision and critical illness insurance. Lincoln said the findings reinforce the importance of clear education and year-round benefits communication.
Lincoln Financial (NYSE:LNC) will report its third-quarter 2026 results on November 5, 2026, before holding a conference call that morning.
The results cover the quarter ended September 30, 2026, and will be released at 6:00 a.m. Eastern Time. The conference call is scheduled for 8:00 a.m. Eastern Time. The earnings release and accompanying supplements will be available on the company’s Investor Relations website.
Lincoln Financial (LNC) has announced the expiration and final results of its cash tender offers for up to $500 million in aggregate Liquidation Preference of its Series C and Series D depositary shares as of September 8, 2026.
The aggregate Liquidation Preference validly tendered was below the $500 million cap, so the company will purchase all validly tendered and not withdrawn shares. Accepted shares represent approximately 53.2% of issued and outstanding Series C depositary shares and approximately 34.3% of issued and outstanding Series D depositary shares. For Series C, $265,945,000 in Liquidation Preference was tendered; for Series D, $171,355,350 was tendered.
The offer prices are $1,055.00 per Series C depositary share and $26.30 per Series D depositary share, plus accrued dividends, leading to total consideration per share of $1,057.31 and $26.36, respectively. The aggregate total cash consideration, including accrued dividends, is approximately $461.8 million, with settlement expected on September 10, 2026.
Lincoln Financial (NYSE: LNC) released new research for Life Insurance Awareness Month showing significant communication gaps between adult children and aging parents about life insurance and broader financial planning. According to Lincoln Financial’s Consumer Sentiment Tracker, 78% of families surveyed have not had an in-depth conversation about life insurance. While 60% of adult children believe their parents have coverage, only 44% of parents report actually having a policy, highlighting a disconnect between expectations and reality. The research also finds similar gaps in discussions about retirement funding, healthcare costs and legacy planning. Lincoln Financial encourages families to start early, hold regular family meetings, work with financial professionals, and document key decisions so all members understand long-term goals and the role life insurance plays in overall financial strategy.
Lincoln Financial (NYSE: LNC) released new Consumer Sentiment Tracker research showing that while more than half of Americans surveyed cite finances as a leading or major stressor, 84% are motivated or have begun taking action to improve their financial wellbeing. Finances ranked as the top stressor over work, health, relationships and current events, and 65% of stressed respondents said this stress negatively affects their ability to manage money, creating a "financial stress loop."
The research also found that 67% of Americans surveyed report physical symptoms of stress, and that clients of financial professionals are less likely to name finances as a primary stressor (44% versus 54% of all U.S. adults). Lincoln is responding with The Action Plan, an advertising campaign that promotes holistic retirement planning focused on experiences, passions and priorities, supported by educational resources and planning tools. According to Lincoln Financial, it serves about 17 million customers and reported $366 billion in end-of-period account balances, net of reinsurance, as of June 30, 2026.
Lincoln Financial (NYSE: LNC), in partnership with Integrated Benefits Institute, released a whitepaper titled “Putting Mental Well-Being Data to Work: Practical Employer Strategies.” The research combines national data with a survey of more than 1,500 U.S. call center employees to examine how workplace, demographic and socioeconomic factors shape mental health, benefit utilization and psychological safety.
Key findings show women and younger workers report lower mental health and less comfort discussing it, many employees feel uneasy raising issues with supervisors, and over 75% of call center staff have mental health benefits but fewer than half use them. According to Lincoln Financial, employers need clearer communication, personalized strategies and psychologically safe cultures to close gaps in awareness, access and comfort using mental health support.
Lincoln Financial (NYSE: LNC) has launched concurrent cash tender offers to purchase up to $500 million in aggregate Liquidation Preference (the “Maximum Aggregate Liquidation Preference”) of its outstanding preferred stock depositary shares, specifically the Series C and Series D Depositary Shares.
The Series C Depositary Shares have a $1,000 Liquidation Preference per share and a $1,055.00 Offer Price; Series D Depositary Shares have a $25.00 Liquidation Preference and a $26.30 Offer Price, in each case plus Accrued Dividends. The offers are expected to settle on September 10, 2026 and are scheduled to expire at 5:00 p.m., New York City time, on September 8, 2026, unless extended or earlier terminated. Lincoln intends to fund purchases with cash on hand and will prioritize purchasing all validly tendered Series C Depositary Shares before allocating any remaining capacity to Series D, which may be subject to proration.
Lincoln Financial (NYSE: LNC) announced a chief financial officer transition. Executive Vice President and CFO Chris Neczypor has decided to leave the company to pursue another opportunity outside the industry and will remain through the end of August to support an orderly handover.
Adam Cohen, currently Senior Vice President, Chief Accounting Officer and Treasurer, has been appointed Interim CFO effective immediately, while Lincoln conducts a comprehensive internal and external search for a permanent CFO. Cohen has led accounting since 2022 and treasury since 2024, and also oversees enterprise expense management and fixed income investor relations. As of June 30, 2026, Lincoln reported $366 billion in end-of-period account balances and serves approximately 17 million customers.
Lincoln Financial (NYSE: LNC) declared a quarterly cash dividend of $0.45 per share on its common stock, payable November 2, 2026 to shareholders of record on October 12, 2026. The company also plans to resume share repurchases in the third quarter under its existing $1.5 billion authorization, with about $714 million remaining.