Last 7 days
-23.5%
Last 30 days
-36.2%
Last 90 days
-27.4%
Trailing 12 Months
-63.0%
Name | Mkt Capsorted ascending | Revenue | Price %, 1M | Returns, 1Y | P/E | P/S | Rev 1-Yr | Inc 1-Yr |
---|---|---|---|---|---|---|---|---|
LARGE-CAP | ||||||||
MET | 44.9B | 69.9B | -22.23% | -11.88% | 17.7 | 0.64 | -1.66% | -61.26% |
TRV | 40.0B | 36.9B | -11.25% | -6.12% | 14.06 | 1.08 | 5.94% | -22.39% |
PRU | 38.7B | 60.0B | -23.24% | -24.38% | 125.56 | 0.61 | -15.34% | -118.62% |
RE | 24.8B | 12.1B | -11.42% | 23.49% | 41.48 | 2.05 | 1.63% | -56.71% |
ATH | 17.0B | 7.6B | - | - | -9.57 | 0.74 | -71.04% | -207.85% |
GL | 11.4B | 5.2B | -12.33% | 10.59% | 15.47 | 2.19 | 2.00% | -0.71% |
MID-CAP | ||||||||
PRI | 6.0B | 2.7B | -5.96% | 28.42% | 16.2 | 2.22 | 0.38% | -0.09% |
LNC | 3.7B | 18.8B | -36.21% | -63.05% | -1.68 | 0.2 | -2.32% | -258.51% |
BHF | 3.0B | 8.5B | -28.34% | -9.80% | 596.07 | 0.35 | 18.64% | 104.63% |
AEL | 2.9B | 1.4B | -30.40% | -12.58% | 2.35 | 2.03 | -61.63% | 157.59% |
GNW | 2.5B | 7.5B | -17.46% | 33.60% | 4.09 | 0.33 | -4.15% | -32.63% |
SMALL-CAP | ||||||||
VERY | 117.1M | 101.8M | 1.30% | 58.54% | -6.91 | 1.15 | -19.68% | 11.97% |
AAME | 50.9M | 192.4M | 2.07% | 5.11% | 16.2 | 0.26 | -8.30% | -76.65% |
NSEC | 41.4M | 66.1M | 0.80% | 56.55% | -121.51 | 0.63 | -2.59% | 95.15% |
Income Statement (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Revenue | -2.1% | 18,784 | 19,192 | 19,635 | 19,382 | 19,230 |
S&GA Expenses | -0.4% | 2,241 | 2,251 | - | - | - |
EBITDA | -11.4% | -2,528 | -2,269 | 1,238 | 1,738 | - |
EBITDA Margin | -13.8% | -0.13* | -0.12* | 0.17* | 0.09* | - |
Earnings Before Taxes | -10.7% | -2,811 | -2,540 | 965 | 1,468 | 1,638 |
EBT Margin | -13.1% | -0.15* | -0.13* | 0.13* | 0.08* | - |
Interest Expenses | 4.4% | 283 | 271 | 273 | 270 | 270 |
Net Income | -10.7% | -2,227 | -2,012 | 880 | 1,284 | 1,405 |
Net Income Margin | -13.1% | -0.12* | -0.10* | 0.12* | 0.07* | - |
Free Cahsflow | 17.3% | 4,033 | 3,437 | 3,090 | 1,546 | - |
Balance Sheet | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Assets | 3.3% | 335,437 | 324,683 | 335,769 | 365,929 | 387,301 |
Cash Equivalents | 127.1% | 3,343 | 1,472 | 1,567 | 1,960 | 2,612 |
Goodwill | 0% | 1,144 | 1,144 | 1,778 | 1,778 | 1,778 |
Liabilities | 2.8% | 331,336 | 322,466 | 326,581 | 351,217 | 367,029 |
Shareholder's Equity | 85.0% | 4,101 | 2,217 | 9,188 | 14,712 | 20,272 |
Retained Earnings | -1.1% | 6,239 | 6,311 | 8,985 | 8,876 | 9,096 |
Shares Outstanding | 0.0% | 169 | 169 | 170 | 172 | 177 |
Cashflow (Last 12 Months) | (In Millions) | |||||
---|---|---|---|---|---|---|
Description | (%) Q/Q | 2022Q4 | 2022Q3 | 2022Q2 | 2022Q1 | 2021Q4 |
Cashflow From Operations | 17.3% | 4,033 | 3,437 | 3,090 | 1,546 | 151 |
Cashflow From Investing | -5.9% | -11,643 | -10,998 | -8,798 | -4,996 | -3,567 |
Cashflow From Financing | 29.9% | 8,341 | 6,419 | 4,886 | 4,060 | 4,320 |
Dividend Payments | -0.6% | 310 | 312 | 315 | 318 | 319 |
Buy Backs | -54.2% | 550 | 1,200 | 1,350 | 1,400 | 1,105 |
82.7%
51.1%
31.1%
Y-axis is the maximum loss one would have experienced if Lincoln National was unfortunately bought at previous high price.
-1.7%
-5.6%
-19.5%
-5.2%
FIve years rolling returns for Lincoln National.
Datesorted ascending | Fund Name | Type | % Chg | $ Change | $ Held | % Portfolio |
---|---|---|---|---|---|---|
2023-03-10 | VICTORY CAPITAL MANAGEMENT INC | reduced | -20.1 | -542,224 | 686,776 | -% |
2023-03-06 | BIRMINGHAM CAPITAL MANAGEMENT CO INC/AL | unchanged | - | -456,088 | 1,062,910 | 0.40% |
2023-03-06 | Rockefeller Capital Management L.P. | added | 36.41 | -7,000 | 166,000 | -% |
2023-03-03 | TIAA, FSB | reduced | -0.14 | -159,749 | 371,251 | -% |
2023-03-02 | LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA | new | - | 69,212 | 69,212 | -% |
2023-02-28 | Voya Investment Management LLC | reduced | -7.36 | -1,110,710 | 2,044,290 | -% |
2023-02-27 | REBALANCE, LLC | new | - | 19,661 | 19,661 | -% |
2023-02-27 | Parallax Volatility Advisers, L.P. | reduced | -9.77 | -928,639 | 1,589,360 | -% |
2023-02-24 | SRS Capital Advisors, Inc. | unchanged | - | -17.00 | 983 | -% |
2023-02-24 | National Pension Service | unchanged | - | -1,427,020 | 3,178,970 | 0.01% |
Date Filed | Name of Filer | Percent of Class | No. of Shares | Form Type | |
---|---|---|---|---|---|
Feb 09, 2023 | vanguard group inc | 11.86% | 20,068,955 | SC 13G/A | |
Feb 06, 2023 | state street corp | 5.61% | 9,487,042 | SC 13G | |
Feb 03, 2023 | blackrock inc. | 8.2% | 13,817,891 | SC 13G/A | |
Jan 11, 2023 | hagan dan | 0.0% | 0 | SC 13G/A | |
Feb 10, 2022 | vanguard group inc | 11.32% | 20,457,515 | SC 13G/A | |
Feb 01, 2022 | blackrock inc. | 7.8% | 14,030,749 | SC 13G/A | |
Jan 26, 2022 | hagan dan | 8.3% | 1.5e+07 | SC 13G/A | |
Feb 10, 2021 | vanguard group inc | 10.36% | 20,020,255 | SC 13G/A | |
Jan 29, 2021 | blackrock inc. | 7.8% | 15,061,919 | SC 13G/A | |
Jun 15, 2020 | hagan dan | 5.2% | 1e+07 | SC 13G |
Fair Value | Very Pessimistic | Pessimistic | Base Case | Optimistic | Very Optimistic |
---|---|---|---|---|---|
Very Low Inflation | - - | - - | - - | 12.06 -45.45% | 43.35 96.07% |
Current Inflation | - - | - - | 1.69 -92.36% | 37.43 69.29% | 19.00 -14.07% |
Very High Inflation | - - | - - | - - | - - | 16.54 -25.19% |
Date Filed | Form Type | Document | |
---|---|---|---|
Feb 24, 2023 | 4 | Insider Trading | |
Feb 24, 2023 | S-3ASR | S-3ASR | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 22, 2023 | 4 | Insider Trading | |
Feb 21, 2023 | 4/A | Insider Trading | |
Feb 21, 2023 | 8-K | Current Report |
Datesorted ascending | Name | Buy/Sell | $ Value | Avg. Price | # Shares | Title |
---|---|---|---|---|---|---|
2023-02-23 | Solon Kenneth S. | sold | -98,937 | 32.08 | -3,084 | evp & chief information ofc. |
2023-02-19 | Bronchetti Jayson R | sold (taxes) | -20,393 | 33.82 | -603 | evp, chief investment officer |
2023-02-19 | Solon Kenneth S. | sold (taxes) | -91,077 | 33.82 | -2,693 | evp & chief information ofc. |
2023-02-19 | Cooper Ellen | sold (taxes) | -93,309 | 33.82 | -2,759 | president & ceo |
2023-02-19 | Krow Jennifer Warne | sold (taxes) | -18,736 | 33.82 | -554 | evp, chief people officer |
2023-02-19 | Kennedy John Christopher | sold (taxes) | -20,799 | 33.82 | -615 | evp, president lfd |
2023-02-19 | Neczypor Christopher M | sold (taxes) | -18,262 | 33.82 | -540 | evp & cfo |
2023-02-17 | Krow Jennifer Warne | sold (taxes) | -1,792 | 33.82 | -53.00 | evp, chief people officer |
2023-02-16 | KELLY GARY C | bought | 200,003 | 27.9 | 7,168 | - |
2023-02-15 | Bronchetti Jayson R | acquired | - | - | 10,718 | evp, chief investment officer |
Consolidated Statements Of Comprehensive Income (Loss) - USD ($) $ in Millions | 12 Months Ended | ||
---|---|---|---|
Dec. 31, 2022 | Dec. 31, 2021 | Dec. 31, 2020 | |
Revenues | |||
Insurance premiums | $ 6,087 | $ 5,617 | $ 5,372 |
Fee income | 6,054 | 6,887 | 6,371 |
Net investment income | 5,511 | 6,115 | 5,510 |
Realized gain (loss) | 336 | (212) | (513) |
Amortization of deferred gain on business sold through reinsurance | 74 | 46 | 41 |
Other revenues | 722 | 777 | 658 |
Total revenues | 18,784 | 19,230 | 17,439 |
Expenses | |||
Interest credited | 2,870 | 2,915 | 2,923 |
Benefits | 12,546 | 8,529 | 8,677 |
Commissions and other expenses | 5,095 | 5,791 | 5,064 |
Interest and debt expense | 283 | 270 | 284 |
Spark program expense | 167 | 87 | 68 |
Impairment of intangibles | 634 | ||
Total expenses | 21,595 | 17,592 | 17,016 |
Income (loss) before taxes | (2,811) | 1,638 | 423 |
Federal income tax expense (benefit) | (584) | 233 | (76) |
Net income (loss) | (2,227) | 1,405 | 499 |
Unrealized investment gains (losses) | (14,030) | (2,535) | 3,192 |
Foreign currency translation adjustment | (20) | (2) | 5 |
Funded status of employee benefit plans | (59) | 47 | 61 |
Total other comprehensive income (loss), net of tax | (14,109) | (2,490) | 3,258 |
Comprehensive income (loss) | $ (16,336) | $ (1,085) | $ 3,757 |
Net Income (Loss) Per Common Share | |||
Basic (in dollars per share) | $ (13.02) | $ 7.50 | $ 2.58 |
Diluted (in dollars per share) | (13.10) | 7.43 | 2.56 |
Cash Dividends Declared Per Common Share | $ 1.80 | $ 1.71 | $ 1.62 |
Consolidated Balance Sheets - USD ($) $ in Millions | Dec. 31, 2022 | Dec. 31, 2021 |
---|---|---|
Investments: | ||
Fixed maturity available-for-sale securities, at fair value (amortized cost: 2022 - $111,707; 2021 - $105,177; allowance for credit losses: 2022 - $22; 2021 - $19) | $ 99,736 | $ 118,746 |
Trading securities | 3,498 | 4,482 |
Equity securities | 427 | 318 |
Mortgage loans on real estate, net of allowance for credit losses (portion at fair value: 2022 - $487; 2021 - $739) | 18,301 | 17,991 |
Policy loans | 2,359 | 2,364 |
Derivative investments | 3,736 | 5,437 |
Other investments | 3,739 | 4,292 |
Total investments | 131,796 | 153,630 |
Cash and invested cash | 3,343 | 2,612 |
Deferred acquisition costs and value of business acquired | 13,588 | 6,081 |
Accrued investment income | 1,253 | 1,189 |
Reinsurance recoverables, net of allowance for credit losses | 19,882 | 20,295 |
Goodwill | 1,144 | 1,778 |
Other assets | 20,895 | 19,133 |
Separate account assets | 143,536 | 182,583 |
Total assets | 335,437 | 387,301 |
Liabilities | ||
Future contract benefits | 42,151 | 41,030 |
Other contract holder funds | 120,800 | 111,702 |
Short-term debt | 500 | 300 |
Long-term debt | 5,955 | 6,325 |
Payables for collateral on investments | 6,712 | 8,946 |
Other liabilities | 11,682 | 16,143 |
Separate account liabilities | 143,536 | 182,583 |
Total liabilities | 331,336 | 367,029 |
Contingencies and Commitments (See Note 13) | ||
Stockholders' Equity | ||
Common stock – 800,000,000 shares authorized; 169,220,511 and 177,193,515 shares issued and outstanding as of December 31, 2022, and December 31, 2021, respectively | 4,544 | 4,735 |
Retained earnings | 6,239 | 9,096 |
Accumulated other comprehensive income (loss) | (7,668) | 6,441 |
Total stockholders' equity | 4,101 | 20,272 |
Total liabilities and stockholders' equity | 335,437 | $ 387,301 |
Series C Preferred Stock [Member] | ||
Stockholders' Equity | ||
Preferred stock - 10,000,000 shares authorized | 493 | |
Series D Preferred Stock [Member] | ||
Stockholders' Equity | ||
Preferred stock - 10,000,000 shares authorized | $ 493 |