Impax Asset Management Group plc Makes New Investment in Lincoln National Corporation $LNC

Impax Asset Management Group plc purchased a new stake in shares of Lincoln National Corporation (NYSE:LNC) during the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The firm purchased 26,095 shares of the financial services provider’s stock, valued at approximately $1,052,000.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. Stratos Wealth Partners LTD. boosted its stake in Lincoln National by 3.9% during the third quarter. Stratos Wealth Partners LTD. now owns 29,444 shares of the financial services provider’s stock valued at $1,187,000 after buying an additional 1,106 shares in the last quarter. RFG Advisory LLC acquired a new stake in Lincoln National in the 3rd quarter valued at about $223,000. Lantz Financial LLC bought a new position in shares of Lincoln National during the 3rd quarter valued at about $472,000. Moloney Securities Asset Management LLC bought a new position in shares of Lincoln National during the 3rd quarter valued at about $222,000. Finally, MMA Asset Management LLC acquired a new position in shares of Lincoln National in the 3rd quarter worth approximately $337,000. Institutional investors own 72.81% of the company’s stock.

Key Stories Impacting Lincoln National

Here are the key news stories impacting Lincoln National this week:

• Positive Sentiment: Q4 earnings and revenue beat consensus — EPS $2.21 vs. $1.86 expected; revenue $4.89B vs. $4.85B expected. The beat is the primary driver of the stock’s move higher. Lincoln National (LNC) Beats Q4 Earnings and Revenue Estimates
• Positive Sentiment: Strong bottom-line metrics: Q4 net income available to common shareholders $745M and adjusted operating income $434M; return on equity and net margin remain healthy — items that support investor confidence. Lincoln Financial Reports 2025 Fourth Quarter and Full Year Results
• Positive Sentiment: Market reaction: early coverage notes shares climbed after results, reflecting the beat and upbeat messaging from management. Lincoln Financial Group’s (NYSE:LNC) Q4 CY2025: Beats On Revenue, Stock Soars
• Neutral Sentiment: Management framed results as “sustained momentum” and broad-based execution across segments; investors should review the earnings-call transcript and slide deck for any forward-looking commentary or capital/portfolio actions. Lincoln National Corporation (LNC) Q4 2025 Earnings Call Transcript
• Negative Sentiment: Revenue was down ~2.8% year‑over‑year, which may temper enthusiasm if investors worry about top-line sustainability or headwinds in core businesses. Compared to Estimates, Lincoln National (LNC) Q4 Earnings: A Look at Key Metrics

Insider Buying and Selling

In other Lincoln National news, EVP John Christopher Kennedy sold 3,519 shares of Lincoln National stock in a transaction dated Wednesday, December 10th. The stock was sold at an average price of $44.15, for a total transaction of $155,363.85. Following the transaction, the executive vice president owned 118,985 shares of the company’s stock, valued at $5,253,187.75. The trade was a 2.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Insiders own 0.51% of the company’s stock.

Wall Street Analysts Forecast Growth

LNC has been the subject of several recent research reports. UBS Group increased their target price on shares of Lincoln National from $42.00 to $43.00 and gave the company a “neutral” rating in a research note on Friday, October 31st. Piper Sandler upped their price target on Lincoln National from $42.00 to $48.00 and gave the company a “neutral” rating in a report on Tuesday, December 23rd. Zacks Research downgraded Lincoln National from a “strong-buy” rating to a “hold” rating in a research report on Thursday, December 4th. Keefe, Bruyette & Woods lifted their target price on Lincoln National from $43.00 to $44.00 and gave the stock a “market perform” rating in a report on Monday, November 3rd. Finally, Weiss Ratings reaffirmed a “buy (b-)” rating on shares of Lincoln National in a research report on Monday, December 29th. Four research analysts have rated the stock with a Buy rating, nine have given a Hold rating and two have given a Sell rating to the company. According to MarketBeat.com, Lincoln National currently has an average rating of “Hold” and a consensus target price of $46.25.

Lincoln National Trading Up 5.6%

NYSE LNC opened at $40.66 on Friday. The firm’s 50 day moving average price is $43.01 and its two-hundred day moving average price is $41.27. The company has a debt-to-equity ratio of 0.61, a quick ratio of 0.28 and a current ratio of 0.28. Lincoln National Corporation has a twelve month low of $27.58 and a twelve month high of $46.82. The stock has a market cap of $7.72 billion, a price-to-earnings ratio of 3.65, a PEG ratio of 0.41 and a beta of 1.30.

Lincoln National (NYSE:LNC) last issued its earnings results on Thursday, February 12th. The financial services provider reported $2.21 EPS for the quarter, topping the consensus estimate of $1.86 by $0.35. The business had revenue of $4.89 billion during the quarter, compared to analysts’ expectations of $4.85 billion. Lincoln National had a return on equity of 18.77% and a net margin of 11.49%.Lincoln National’s revenue was down 2.8% compared to the same quarter last year. During the same quarter last year, the firm posted $1.91 earnings per share. Equities analysts anticipate that Lincoln National Corporation will post 7.69 EPS for the current year.

Lincoln National Company Profile

Lincoln National Corporation, doing business as Lincoln Financial Group, is a diversified financial services holding company focused on providing retirement, insurance, and wealth management solutions in the United States and select international markets. Headquartered in Radnor, Pennsylvania, the company operates through several business segments, including Retirement Plan Services, Life Insurance, and Group Protection. Its offerings are designed to help individuals, families, and institutions plan and prepare for their financial futures.

The Retirement Plan Services segment delivers recordkeeping, administrative services, and investment management for defined contribution and defined benefit plans.