Lincoln National (LNC-PD) Short-term Investments (2009 - 2026)

Lincoln National (LNC-PD) reported Short-term Investments of $8.3 billion for Q1 2026, up 6.22% on a YoY basis from $7.8 billion in Q1 2025, and down 16.17% quarter-over-quarter from $9.9 billion in Q4 2025.

Lincoln National (LNC-PD) Short-term Investments (2009 - 2026) Analysis & Trends

Lincoln National has reported Short-term Investments for 18 years, with the latest figure at $8.3 billion in Q1 2026.

  • For the quarter ending Q1 2026, Short-term Investments rose 6.22% year-over-year to $8.3 billion; the trailing twelve-month figure through Mar 2026 stood at $8.3 billion (up 6.22% YoY), and the FY2025 full-year result was $9.9 billion, up 2.77% from the prior year.
  • Short-term Investments for Q1 2026 stood at $8.3 billion, down from $9.9 billion in the prior quarter.
  • The five-year high for Short-term Investments was $9.9 billion in Q4 2025, with the low at $295.0 million in Q2 2024.
  • Historically, Short-term Investments has averaged $3.7 billion across 5 years, with a median of $3.2 billion in 2022.
  • Annual changes were most pronounced in 2024 — Short-term Investments jumped 3062.42% — and 2025, when it plunged 94.31%.
  • Lincoln National's Short-term Investments stood at $3.6 billion in 2022, then plunged by 91.49% to $306.0 million in 2023, then jumped by 3062.42% to $9.7 billion in 2024, then climbed by 2.77% to $9.9 billion in 2025, then dropped by 16.17% to $8.3 billion in 2026.
  • The last three Short-term Investments figures came in at $8.3 billion (Q1 2026), $9.9 billion (Q4 2025), and $542.0 million (Q3 2025), per Business Quant data.

Peer Comparison

# Company Market Cap Enterprise Value Gross Profit (Qtr)
1 Manulife Financial 568.62 Bn 568.62 Bn -
2 Aflac 59.20 Bn 53.55 Bn 1.48 Bn
3 Metlife 55.45 Bn 39.51 Bn 256.00 Mn
4 Unum 14.44 Bn 4.48 Bn 1.40 Bn
5 Globe Life 12.48 Bn 11.80 Bn 1.45 Bn
6 Primerica 8.62 Bn 8.62 Bn 770.81 Mn
7 Jackson Financial 7.51 Bn 1.67 Bn -
8 Lincoln National 6.79 Bn -8.89 Bn 3.25 Bn
9 CNO Financial 4.58 Bn 4.24 Bn 754.30 Mn
10 Lincoln National - - 3.25 Bn

Historic Data

Download Data
DateValue
Mar 31, 2026 8.34 Bn
Dec 31, 2025 9.95 Bn
Sep 30, 2025 542.00 Mn
Jun 30, 2025 341.00 Mn
Mar 31, 2025 7.85 Bn
Dec 31, 2024 9.68 Bn
Sep 30, 2024 9.52 Bn
Jun 30, 2024 295.00 Mn
Mar 31, 2024 319.00 Mn
Dec 31, 2023 306.00 Mn
Sep 30, 2023 383.00 Mn
Jun 30, 2023 403.00 Mn
Mar 31, 2023 4.01 Bn
Dec 31, 2022 3.59 Bn
Sep 30, 2022 427.00 Mn
Jun 30, 2022 3.17 Bn
Mar 31, 2022 4.57 Bn
Dec 31, 2021 5.70 Bn
Sep 30, 2021 5.08 Bn
Jun 30, 2021 4.73 Bn