Lincoln National (LNC-PD) Invested Capital (2009 - 2026)
Lincoln National (LNC-PD) reported Invested Capital of $16.2 billion for Q1 2026, up 15.08% on a YoY basis from $14.1 billion in Q1 2025, and down 3.52% quarter-over-quarter from $16.8 billion in Q4 2025.
Lincoln National (LNC-PD) Invested Capital (2009 - 2026) Analysis & Trends
Lincoln National has reported Invested Capital for 18 years, with the latest figure at $16.2 billion in Q1 2026.
- For the quarter ending Q1 2026, Invested Capital rose 15.08% year-over-year to $16.2 billion; the trailing twelve-month figure through Mar 2026 stood at $16.2 billion (up 15.08% YoY), and the FY2025 full-year result was $16.8 billion, up 433.04% from the prior year.
- Invested Capital for Q1 2026 stood at $16.2 billion, down from $16.8 billion in the prior quarter.
- The five-year high for Invested Capital was $16.8 billion in Q4 2025, with the low at -$5.0 billion in Q4 2024.
- Historically, Invested Capital has averaged $7.9 billion across 5 years, with a median of $9.3 billion in 2022.
- The largest YoY upside for Invested Capital was 2602.15% in 2023 against a maximum downside of 165.17% in 2023.
- Lincoln National's Invested Capital stood at $466.0 million in 2022, then soared by 2602.15% to $12.6 billion in 2023, then tumbled by 139.99% to -$5.0 billion in 2024, then jumped by 433.04% to $16.8 billion in 2025, then fell by 3.52% to $16.2 billion in 2026.
- The last three Invested Capital figures came in at $16.2 billion (Q1 2026), $16.8 billion (Q4 2025), and $16.2 billion (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Invested Cap. (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | 38.69 Bn |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 37.87 Bn |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 42.04 Bn |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 10.89 Bn |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 6.23 Bn |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 2.52 Bn |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | 11.93 Bn |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 16.18 Bn |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 2.50 Bn |
| 10 | Lincoln National | - | - | 3.25 Bn | 16.18 Bn |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 16.18 Bn |
| Dec 31, 2025 | 16.77 Bn |
| Sep 30, 2025 | 16.22 Bn |
| Jun 30, 2025 | 1.38 Bn |
| Mar 31, 2025 | 14.06 Bn |
| Dec 31, 2024 | -5.04 Bn |
| Sep 30, 2024 | 14.91 Bn |
| Jun 30, 2024 | 12.41 Bn |
| Mar 31, 2024 | 11.61 Bn |
| Dec 31, 2023 | 12.59 Bn |
| Sep 30, 2023 | 3.20 Bn |
| Jun 30, 2023 | -4.60 Bn |
| Mar 31, 2023 | 5.06 Bn |
| Dec 31, 2022 | 466.00 Mn |
| Sep 30, 2022 | 3.28 Bn |
| Jun 30, 2022 | 7.07 Bn |
| Mar 31, 2022 | 9.35 Bn |
| Dec 31, 2021 | 20.22 Bn |
| Sep 30, 2021 | 21.47 Bn |
| Jun 30, 2021 | 22.04 Bn |