Welcome to our dedicated page for Lincoln Natl Ind SEC filings (Ticker: LNC), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lincoln National Corporation filings document the formal disclosures of an insurance and retirement-services company with common stock and Series D preferred depositary shares listed on the New York Stock Exchange. Its 8-K reports furnish quarterly and annual earnings releases, statistical supplements, and Regulation FD presentation materials tied to operating results across annuities, life insurance, group protection, and retirement plan services.
The company’s SEC record also covers proxy governance, executive succession and compensation matters, material credit agreements, senior note offerings, and capital-structure disclosures. These filings describe board and shareholder voting matters, financing arrangements, covenants, registered securities, and other events that affect Lincoln National’s reporting obligations and corporate governance.
Lincoln National Corporation reported the results of its 2026 Annual Meeting of Shareholders. All ten director nominees were elected to terms expiring at the 2027 annual meeting, each receiving over 135 million votes in favor, with broker non-votes of 27,410,909 on each director item.
Shareholders approved the ratification of Ernst & Young LLP as the independent auditor for 2026, with 167,591,614 votes for, 3,365,510 against, and 506,522 abstentions. An advisory resolution on executive compensation was also approved, receiving 101,944,594 votes for, 41,153,657 against, 954,486 abstentions, and 27,410,909 broker non-votes.
A non-binding shareholder proposal to require an independent board chair did not pass, with 40,910,999 votes for, 102,198,953 against, 942,785 abstentions, and 27,410,909 broker non-votes.
Lincoln National Corp EVP and Chief Risk Officer Andrew Rallis reported a tax-withholding share disposition tied to equity compensation. On this Form 4, 32,281 shares of common stock were withheld at $36.03 per share to cover taxes upon vesting of restricted stock units.
After this non-market transaction, Rallis directly holds 182,582 shares of Lincoln National common stock. This figure includes 2,338 shares acquired through dividend reinvestment since his prior report, reflecting ongoing participation in the company’s dividend reinvestment program.
Lincoln National Corp executive vice president Sean Woodroffe reported a tax-related share disposition tied to vesting of restricted stock units. On this Form 4, 45,150 shares of common stock were withheld at $36.03 per share to cover tax obligations, rather than sold on the open market. After this withholding, he directly holds 155,189 shares, which the filing notes include 2,180 shares acquired through dividend reinvestment.
Lincoln National Corp executive John Christopher Kennedy reported routine share movements related to equity compensation and retirement savings. On this Form 4, 23,801 shares of common stock were disposed of at $36.03 per share to satisfy tax withholding upon vesting of restricted stock units. After this tax-withholding disposition, he directly holds 125,557 common shares and indirectly holds 13,058.3 shares through the company’s 401(k) plan as of May 1, 2026. The filing also notes that 1,461 shares were acquired through dividend reinvestment since his prior report, reflecting ongoing accumulation from plan features rather than open-market trading.
Lincoln National Corporation and affiliated entities report updated beneficial ownership in Lincoln Bain Capital Total Credit Fund following additional share purchases in May 2026. Lincoln National Life Insurance Company directly holds 5,234,135.36 Class I shares, 1,044.08 Class A shares, 1,045.95 Class D shares and 1,047.28 Class IS shares, representing 17.20% of Class I and 100% of the other listed share classes. Lincoln Financial Investments Corporation is deemed to beneficially own 19,954,569.64 Class I shares held by series of Lincoln Variable Insurance Products Trust, equal to 65.58% of Class I shares outstanding. Recent acquisitions include automatic dividend reinvestments on May 7, 2026 at prices around $10 per share and a large Class I purchase on May 14, 2026 at $10.21 per share by several LVIP funds.
Lincoln National Corporation reported a first-quarter 2026 net loss of $172 million, a substantial improvement from a net loss of $722 million a year earlier, as higher revenue helped narrow losses.
Total revenues rose to $5.306 billion from $4.691 billion, driven by stronger net investment income and realized gains, but total expenses of $5.552 billion still exceeded revenue. Common shareholders recorded a net loss of $206 million, or $(1.08) basic EPS, compared with $(4.41) a year earlier, while the quarterly common dividend remained $0.45 per share.
Total assets were $406.2 billion and stockholders’ equity $10.2 billion as of March 31, 2026, down modestly from year-end, mainly due to other comprehensive losses. Cash and invested cash declined to $7.3 billion, but operating activities generated positive cash flow of $138 million versus an outflow in the prior-year quarter.
Lincoln National Corporation reported a first-quarter 2026 net loss of $172 million, a substantial improvement from a net loss of $722 million a year earlier, as higher revenue helped narrow losses.
Total revenues rose to $5.306 billion from $4.691 billion, driven by stronger net investment income and realized gains, but total expenses of $5.552 billion still exceeded revenue. Common shareholders recorded a net loss of $206 million, or $(1.08) basic EPS, compared with $(4.41) a year earlier, while the quarterly common dividend remained $0.45 per share.
Total assets were $406.2 billion and stockholders’ equity $10.2 billion as of March 31, 2026, down modestly from year-end, mainly due to other comprehensive losses. Cash and invested cash declined to $7.3 billion, but operating activities generated positive cash flow of $138 million versus an outflow in the prior-year quarter.
Lincoln Financial reported a smaller net loss in the first quarter of 2026 while core earnings improved. Net loss available to common stockholders was $(211) million, or $(1.10) per diluted share, compared with $(756) million a year earlier. Adjusted operating income available to common stockholders rose to $326 million, or $1.66 per diluted share, from $280 million, or $1.60 per share, reflecting stronger underlying performance after excluding market-driven and other non-core items.
Total revenues increased to $5.3 billion, up 13.1% year over year. Group Protection delivered $112 million of operating income, Life Insurance returned to a $41 million profit from a prior loss, and Retirement Plan Services generated $43 million, up 26% year over year. Annuities produced $275 million of operating income, modestly below last year, with higher spread income but larger variable annuity outflows. Holding-company available liquidity reached $1.2 billion, or $805 million net of prefunding, while the RBC ratio remained above 420% and adjusted book value per share increased to $77.77.
Lincoln Financial reported a smaller net loss in the first quarter of 2026 while core earnings improved. Net loss available to common stockholders was $(211) million, or $(1.10) per diluted share, compared with $(756) million a year earlier. Adjusted operating income available to common stockholders rose to $326 million, or $1.66 per diluted share, from $280 million, or $1.60 per share, reflecting stronger underlying performance after excluding market-driven and other non-core items.
Total revenues increased to $5.3 billion, up 13.1% year over year. Group Protection delivered $112 million of operating income, Life Insurance returned to a $41 million profit from a prior loss, and Retirement Plan Services generated $43 million, up 26% year over year. Annuities produced $275 million of operating income, modestly below last year, with higher spread income but larger variable annuity outflows. Holding-company available liquidity reached $1.2 billion, or $805 million net of prefunding, while the RBC ratio remained above 420% and adjusted book value per share increased to $77.77.
Lincoln National Corp filed a Form 13F reporting institutional holdings through a filings package that includes 19 holdings with a reported aggregate market value of $3,453,975,945. The report lists 1 other included manager, Lincoln Financial Investments Corp, and is signed by Paul Chryssikos on 05-04-2026.
Lincoln National Corp ownership disclosure: Vanguard Capital Management reports beneficial ownership of 9,580,622 shares of Common Stock, representing 5.04% of the class as of 03/31/2026. The filing states Vanguard Capital Management exercises sole dispositive power over 9,580,622 shares and sole voting power over 1,309,721 shares, and that these holdings include securities held by Vanguard funds and managed accounts.
Lincoln National Corp ownership filing: Vanguard Portfolio Management reports beneficial ownership of 10,473,383 shares of Common Stock, representing 5.50% of the class. The filing states Vanguard has sole dispositive power over 10,473,383 shares and sole voting power for 63,729 shares. The filing notes these holdings include shares held for Vanguard funds and managed accounts and is signed by Ashley Grim on 04/29/2026.