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.
This page provides access to U.S. Securities and Exchange Commission filings for Lincoln National Corporation (NYSE: LNC), the parent of Lincoln Financial. As a public company in the finance and insurance sector, Lincoln files current reports, registration statements and other documents that describe its operations across annuities, life insurance, group protection and retirement plan services, as well as its capital structure and financing activities.
Investors can review Form 8-K current reports for material events such as quarterly earnings announcements, the release of statistical supplements and earnings presentations, and capital markets transactions. For example, Lincoln has used Form 8-K to disclose the issuance of 5.350% Senior Notes due 2035, including key terms of the notes, the underwriting agreement and intended uses of proceeds, as well as to furnish press releases and earnings materials for specific quarters.
Through its shelf registration statements and related prospectus supplements, Lincoln National Corporation registers securities such as senior notes and preferred stock. Filings also identify the company’s listed securities, including common stock trading under the symbol LNC and depositary shares representing interests in its 9.000% Non-Cumulative Preferred Stock, Series D, which trade on the New York Stock Exchange.
On Stock Titan, SEC filings for LNC are updated from EDGAR and paired with AI-powered summaries to help readers interpret complex disclosures. Users can quickly see the purpose of each filing, how it relates to Lincoln’s insurance and retirement businesses, and where it fits within the company’s broader financial and capital strategy. This includes easier navigation of earnings-related exhibits, debt offering documentation and other regulatory disclosures that inform analysis of Lincoln National Corporation.
Lincoln National Corp filed a Form 13F reporting 20 holdings with an aggregate market value of $3,506,686,851.
The filing lists one other included manager, Lincoln Financial Investments Corp, and the report was signed by Paul Chryssikos on 11-06-2025.
Lincoln National Corporation is offering $500,000,000 aggregate principal amount of 5.350% Senior Notes due November 15, 2035. The notes price at 99.922% with a 0.65% underwriting discount, for gross proceeds of $499,610,000 and proceeds to the issuer before expenses of $496,360,000. The company estimates net proceeds of approximately $494.6 million after expenses.
Interest accrues from November 10, 2025 and is payable semi-annually on May 15 and November 15, commencing May 15, 2026. The notes are senior unsecured obligations ranking pari passu with Lincoln’s other unsecured unsubordinated debt and will be issued in $2,000 denominations (and $1,000 multiples). They are not being listed, and there is currently no public market.
Lincoln intends to use a portion of the net proceeds to repay its 3.625% Senior Notes due 2026, of which $400 million was outstanding, on or before maturity, with the remainder for general corporate purposes, which may include repayment of other debt. The notes may be redeemed at the issuer’s option: at a make‑whole price prior to August 15, 2035, and at 100% of principal on or after that date, in each case plus accrued interest.
Lincoln National Corporation (LNC) reported a Form 144 notice indicating a proposed sale of 5,000 shares of common stock, with an aggregate market value of $204,261. The notice lists UBS Financial Services Inc. as broker and an approximate sale date of 11/03/2025 on the NYSE.
The shares were acquired through RSU vesting on 02/27/2022, 02/19/2023, 02/17/2024, and 02/16/2025. Shares outstanding were 189,939,050. A Form 144 is a notice of intent to sell restricted or control securities under Rule 144 and does not involve the company issuing new shares.
Lincoln National Corporation plans a primary offering of senior unsecured notes due 2035 under its shelf registration. The notes pay interest semi‑annually in May and November and will rank equally with the company’s other unsecured unsubordinated debt. The company may redeem the notes before maturity as described under “Optional Redemption.”
LNC expects to use a portion of the net proceeds to repay its 3.625% Senior Notes due 2026, of which $400 million was outstanding as of the date hereof, with any remainder for general corporate purposes. The notes will be issued in minimum denominations of $2,000 and integral multiples of $1,000, in book‑entry form through DTC, Clearstream, or Euroclear. No exchange listing is intended, and an active trading market may not develop.
As a holding company, LNC’s obligations are effectively subordinated to liabilities of its subsidiaries; subsidiary liabilities were $182.7 billion as of September 30, 2025.
Lincoln National Corporation reported a return to profitability for the quarter ended September 30, 2025, with net income of $445 million versus a net loss of $528 million a year earlier. Total revenues rose to $4.56 billion, driven by higher net investment income and fee income.
Total assets increased to $415.3 billion from $390.8 billion at year-end 2024, while policyholder account balances grew to $133.2 billion. Total stockholders’ equity improved to $10.45 billion, supported by an $825 million common stock issuance, retained earnings growth and higher accumulated other comprehensive income.
Lincoln National Corporation furnished materials related to its third quarter results. On October 30, 2025, the company announced financial results for the quarter ended September 30, 2025 and provided supporting documents.
The package includes a press release (Exhibit 99.1), a statistical supplement (Exhibit 99.2), and an earnings supplement presentation (Exhibit 99.3) made available in connection with the earnings call scheduled for October 30, 2025. These materials are furnished, not filed, under the Exchange Act.
Lincoln National Corp (LNC) reported that a company officer filed a Form 3 initial statement of beneficial ownership. The officer, listed as EVP, Chief Investment Officer, reported no securities beneficially owned (0 shares) and no derivative securities as of the event date 10/13/2025. The filing was made by one reporting person.
Deirdre P. Connelly, a director of Lincoln National Corporation (LNC), reported a non-cash compensation transaction dated 09/30/2025. Under the company's Deferred Compensation Plan for Non-Employee Directors, she was granted 1,115.79 phantom stock units, each equivalent to one share of common stock, payable solely in shares at resignation or retirement. The filing shows a transaction price of $40.33 and reports 43,976.51 shares beneficially owned after the transaction; that total includes 516.81 shares acquired through dividend reinvestment since the last report. The phantom units are accrued as quarterly board retainer/fees and may be transferred into an alternative investment account. The form was signed on behalf of the reporting person on 10/02/2025.
Reginald E. Davis, a director of Lincoln National Corp (LNC), received 1,115.79 phantom stock units on 09/30/2025 as quarterly board compensation under the Deferred Compensation Plan for Non-Employee Directors. Each phantom stock unit equals one share of LNC common stock and is payable solely in shares at resignation or retirement; the reporting person may transfer the phantom account into an alternative investment account at any time. The filing shows 26,789.93 shares beneficially owned following the reported transaction, which includes 309.58 shares acquired through dividend reinvestment since the last report. The transaction was reported on 10/02/2025 and signed by an attorney-in-fact.
Eric G. Johnson, a director of Lincoln National Corp (LNC), received 1,115.79 Phantom Stock Units on 09/30/2025 as quarterly board compensation under the Deferred Compensation Plan for Non-Employee Directors. Each Phantom Stock Unit is equivalent to one share of LNC common stock and is payable solely in shares at resignation or retirement; the reporting person may transfer the Phantom Stock account into an alternative investment account at any time. The reported units include 1,097.14 shares acquired through dividend reinvestment since the last report. Following the transaction, the reporting person beneficially owns 92,105.15 shares. The per-share reference price shown on the form is $40.33.