What To Expect From Lincoln Financial Group’s (LNC) Q4 Earnings

What To Expect From Lincoln Financial Group’s (LNC) Q4 Earnings

Radek Strnad

Wed, February 11, 2026 at 12:14 PM GMT+9 2 min read

In this article:

LNC

-0.91%

LNC-PD

-0.37%

Insurance and retirement company Lincoln National (NYSE:LNC) will be reporting results this Thursday before market open. Here’s what you need to know.

Lincoln Financial Group missed analysts’ revenue expectations by 0.7% last quarter, reporting revenues of $4.78 billion, up 3.8% year on year. It was a mixed quarter for the company, with an impressive beat of analysts’ net premiums earned estimates but a significant miss of analysts’ book value per share estimates.

Is Lincoln Financial Group a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Lincoln Financial Group’s revenue to grow 4.3% year on year to $4.83 billion, slowing from the 135% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.90 per share.

Lincoln Financial Group Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Lincoln Financial Group has missed Wall Street’s revenue estimates six times over the last two years.

Looking at Lincoln Financial Group’s peers in the life insurance segment, some have already reported their Q4 results, giving us a hint as to what we can expect. CNO Financial Group delivered year-on-year revenue growth of 2.4%, beating analysts’ expectations by 1.5%, and Aflac reported flat revenue, falling short of estimates by 2.9%. CNO Financial Group traded up 5.5% following the results while Aflac was also up 3.4%.

Read our full analysis of CNO Financial Group’s results here and Aflac’s results here.

Investors in the life insurance segment have had steady hands going into earnings, with share prices flat over the last month. Lincoln Financial Group is down 5.9% during the same time and is heading into earnings with an average analyst price target of $46.75 (compared to the current share price of $39.39).

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