Lincoln National (LNC-PD) Tax Rate (2009 - 2026)
Lincoln National (LNC-PD) reported Tax Rate of 30.08% for Q1 2026, up 616.0% on a YoY basis from 4.2% in Q1 2025, and up 70.96% quarter-over-quarter from 17.6% in Q4 2025.
Lincoln National (LNC-PD) Tax Rate (2009 - 2026) Analysis & Trends
Lincoln National has reported Tax Rate for 18 years, with the latest figure at 30.08% in Q1 2026.
- For the quarter ending Q1 2026, Tax Rate rose 616.0% year-over-year to 30.08%; the trailing twelve-month figure through Mar 2026 stood at 15.43% (up 170.0% YoY), and the FY2025 full-year result was 12.03%, down 654.0% from the prior year.
- Tax Rate for Q1 2026 stood at 30.08%, up from 17.6% in the prior quarter.
- The five-year high for Tax Rate was 231.25% in Q4 2022, with the low at 15.08% in Q3 2025.
- Historically, Tax Rate has averaged 32.56% across 5 years, with a median of 19.24% in 2022.
- Annual changes were most pronounced in 2022 — Tax Rate soared 21415 bps — and 2023, when it tumbled 20777 bps.
- Lincoln National's Tax Rate stood at 231.25% in 2022, then sank by 90 bps to 23.48% in 2023, then retreated by 16 bps to 19.67% in 2024, then fell by 11 bps to 17.6% in 2025, then soared by 71 bps to 30.08% in 2026.
- The last three Tax Rate figures came in at 30.08% (Q1 2026), 17.6% (Q4 2025), and 15.08% (Q3 2025), per Business Quant data.
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Tax Rate (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 568.62 Bn | 568.62 Bn | - | - |
| 2 | Aflac | 59.20 Bn | 53.55 Bn | 1.48 Bn | 16.82% |
| 3 | Metlife | 55.45 Bn | 39.51 Bn | 256.00 Mn | 22.89% |
| 4 | Unum | 14.44 Bn | 4.48 Bn | 1.40 Bn | 23.36% |
| 5 | Globe Life | 12.48 Bn | 11.80 Bn | 1.45 Bn | 19.04% |
| 6 | Primerica | 8.62 Bn | 8.62 Bn | 770.81 Mn | 23.78% |
| 7 | Jackson Financial | 7.51 Bn | 1.67 Bn | - | -5.00% |
| 8 | Lincoln National | 6.79 Bn | -8.89 Bn | 3.25 Bn | 30.08% |
| 9 | CNO Financial | 4.58 Bn | 4.24 Bn | 754.30 Mn | 22.11% |
| 10 | Lincoln National | - | - | 3.25 Bn | 30.08% |
Historic Data
Download Data| Date | Value |
|---|---|
| Mar 31, 2026 | 30.08% |
| Mar 31, 2026 | 30.08% |
| Dec 31, 2025 | 17.60% |
| Dec 31, 2025 | 17.60% |
| Sep 30, 2025 | 15.08% |
| Sep 30, 2025 | 15.08% |
| Jun 30, 2025 | 17.57% |
| Jun 30, 2025 | 17.57% |
| Mar 31, 2025 | 23.92% |
| Mar 31, 2025 | 23.92% |
| Dec 31, 2024 | 19.67% |
| Dec 31, 2024 | 19.67% |
| Sep 30, 2024 | 24.89% |
| Sep 30, 2024 | 24.89% |
| Jun 30, 2024 | 18.34% |
| Jun 30, 2024 | 18.34% |
| Mar 31, 2024 | 20.03% |
| Mar 31, 2024 | 20.03% |
| Dec 31, 2023 | 23.48% |
| Dec 31, 2023 | 23.48% |