Lincoln Natl Corp Ind Stock Price, News & Analysis

Lincoln Financial (NYSE:LNC) has announced a quarterly dividend declaration for its Series D Preferred Stock. The board of directors has declared a dividend of $562.50 per share on the corporation's 9.000% Non-Cumulative Preferred Stock, Series D, which has a $25,000 liquidation preference per share. Holders of depositary shares, each representing a 1/1,000th interest in a preferred stock share, will receive $0.5625 per depositary share. The dividend is scheduled for payment on June 1, 2025, to shareholders of record as of May 15, 2025.

Lincoln Financial (NYSE:LNC) has scheduled its 2025 first quarter earnings release for May 8, 2025, at 6:00 a.m. Eastern Time, followed by a conference call at 8:00 a.m. Eastern Time. The company will make earnings materials, including the Earnings Release, Earnings Supplement, and Statistical Supplement, available on their Investor Relations webpage.

An audio webcast will be accessible through Lincoln's website, with a replay available by 10:00 a.m. Eastern Time on the same day. The company has also announced its earnings schedule for the remainder of 2025 and early 2026:

• Q2 2025: July 31, 2025
• Q3 2025: October 30, 2025
• Q4 2025: February 5, 2026

Lincoln Financial (NYSE: LNC) has announced a strategic partnership with Bain Capital, involving an $825 million investment. Bain Capital will acquire a 9.9% ownership stake in Lincoln, purchasing approximately 18.8 million shares at $44.00 per share, representing a 25% premium to the 30-day volume-weighted average price as of April 8, 2025.

The partnership includes a 10-year, non-exclusive strategic investment management relationship, with Bain Capital managing various asset classes including private credit, structured assets, mortgage loans, and private equity. The transaction will provide Lincoln with growth capital for strategic priorities, including growing spread-based earnings and optimizing its legacy life portfolio.

The deal is expected to close in the second half of 2025, subject to regulatory approvals.

Lincoln Financial has expanded its WellnessPATH® Marketplace, a comprehensive financial wellness platform launched in 2023, now offering 10 key solutions to support employee financial wellbeing. The platform includes services for student loan support, emergency savings, tax preparation, insurance solutions, college savings, estate planning, debt management, and homebuying support.

According to Lincoln's research, 85% of employees cite finances as their primary productivity stressor, with over 80% reporting debt and 60% specifically having credit card debt. The platform, in partnership with Candidly, enables employees to compare student loan offers and create emergency savings accounts. Employers can contribute directly to employee student loans and emergency savings, potentially improving employee satisfaction and retention.

Survey data shows that 93% of employees reported positive impacts when offered financial wellness resources, with 62% reaching or nearly reaching their financial goals. The expansion comes as U.S. household debt exceeds $18 trillion, highlighting increasing employee demand for financial wellness support from employers.

Lincoln Financial (NYSE: LNC) has announced a landmark partnership with the Cobbs Creek Foundation to develop infrastructure and programs at the Cobbs Creek Golf and Education Campus in West Philadelphia. The centerpiece will be the TGR Learning Lab Philadelphia, a 30,000-square-foot facility providing free STEAM education and career readiness programs to 4,500+ local children annually.

As a Founding Partner, Lincoln Financial will help develop financial literacy programs and their CFO Chris Neczypor will join the Foundation's Executive Committee Board. The campus development includes a 42,000-square-foot central hub building named after Lincoln Financial, featuring golf facilities, restaurant, and event space, scheduled to open in fall 2025.

The project will roll out in phases, with the TGR Learning Lab opening spring 2024, a short course in summer 2024, the restored Olde Course in fall 2026, and a new 9-hole course in 2027.

Lincoln Financial (NYSE: LNC) has launched Lincoln WealthBuilderSM IUL, the first product in its new Elite Indexed Universal Life (IUL) Portfolio. This strategic initiative comes as IUL sales are projected to represent nearly 25% of the total U.S. life insurance market in 2024.

The Elite IUL Portfolio will feature three products offering differentiated options through: enhanced volatility-controlled indices (VCI) from the S&P 500®, traditional and uncapped VCI indexed accounts, and performance multiplier riders. The company has partnered with S&P 500® to introduce two new indexed accounts: the S&P 500 Dynamic Intraday TCA 15% Index and S&P 300 Daily Risk Control 10% Index, featuring the highest volatility targets ever offered by Lincoln Financial.

According to Lincoln's research, 88% of consumers want growth solutions, while 69% desire an equal mix of growth and protection. The new product includes features like the Performance Multiplier Rider for accelerated performance and an Enhanced Overloan Protection Rider to protect heavily loaned policies from lapse.

Lincoln Financial (NYSE: LNC) has launched Lincoln WealthBuilderSM IUL, the first product in their new Elite Indexed Universal Life Portfolio. This strategic initiative comes as IUL sales are projected to represent nearly 25% of the total U.S. life insurance market in 2024.

The Elite IUL Portfolio will feature three products offering differentiated solutions through S&P 500 indices. The new product includes enhanced volatility-controlled indexed accounts based on two indices: the S&P 500 Dynamic Intraday TCA 15% Index and S&P 500 Daily Risk Control 10% Index, providing the highest volatility targets ever offered by Lincoln Financial.

Key features include:

• Enhanced volatility-controlled indices (VCI) from S&P 500
• Traditional and uncapped VCI indexed accounts
• Performance multiplier rider for additional growth potential
• Enhanced Overloan Protection Rider

According to Lincoln's research, 88% of consumers want growth solutions, while 69% seek an equal mix of growth and protection. The portfolio allows policyholders to allocate funds across multiple indexed account options and switch between them based on needs or market conditions.

Lincoln Financial (NYSE: LNC) has announced plans to expand into private markets through partnerships with Bain Capital and Partners Group, launching two new private markets-focused funds expected to be available in late 2025.

The first fund, in partnership with Bain Capital, will offer an evergreen portfolio focused on private credit investments, including direct lending, asset-based finance, and structured credit. The second fund, developed with Partners Group, will provide access to a globally varied cross-sector private markets royalty portfolio, targeting sectors like pharmaceuticals, entertainment, energy transition, sports, and brands.

The initiative aims to meet growing demand from individual investors seeking access to private markets' return potential and diversification benefits. To support this expansion, Lincoln has hired industry veteran Tom Morelli to advance distribution efforts for private market funds and other investment solutions.

Lincoln Financial (NYSE: LNC) has achieved a significant milestone by being named one of the 2025 World's Most Ethical Companies® by Ethisphere for the fourth consecutive year. The company stands as one of only six honorees in the financial services industry among 136 recognized companies across 19 countries and 44 industries.

The recognition is based on Ethisphere's Ethics Quotient® assessment, which evaluates companies through 240+ proof points covering ethics, compliance, governance, environmental and social impact, and value chain initiatives. Ellen Cooper, chairman, president and CEO, emphasized the company's commitment to integrity, while Steve Harris, SVP and chief ethics and compliance officer, highlighted how ethical conduct enhances brand loyalty and market differentiation.