Lincoln National (LNC) Cash & Current Investments (2009 - 2026)
Lincoln National's (LNC) quarterly Cash & Current Investments came in at $11.7 billion in Q2 2026, up 29.03% on a YoY basis from $9.1 billion in Q2 2025, and up 31.28% quarter-over-quarter from $8.9 billion in Q1 2026.
Analysis
Lincoln National (LNC) Cash & Current Investments (2009 - 2026) Analysis & Trends
Lincoln National (LNC) has reported Cash & Current Investments for 18 consecutive years, with $11.7 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Cash & Current Investments rose 29.03% year-over-year to $11.7 billion; the trailing twelve-month figure through Jun 2026 stood at $11.7 billion (up 29.03% YoY), and the FY2025 full-year result was $11.2 billion, up 42.83% from the prior year.
- Cash & Current Investments advanced to $11.7 billion in Q2 2026 per LNC's latest filing, from $8.9 billion in the prior quarter.
- Across five years, Cash & Current Investments topped out at $12.5 billion in Q3 2025 and bottomed at $5.1 billion in Q3 2022.
- Historically, Cash & Current Investments has averaged $7.7 billion across 5 years, with a median of $6.9 billion in 2022.
- The sharpest annual moves came in 2022 and 2024: Cash & Current Investments dropped 25.53% in 2022, then soared 54.58% in 2024.
- Over 5 years, Cash & Current Investments stood at $6.8 billion in 2022, then decreased by 16.33% to $5.7 billion in 2023, then soared by 36.72% to $7.8 billion in 2024, then soared by 42.83% to $11.2 billion in 2025, then increased by 4.49% to $11.7 billion in 2026.
- According to Business Quant data, Cash & Current Investments over the past three periods registered $11.7 billion, $8.9 billion, and $11.2 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Cash & Current Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | - |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 27.32 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 1.17 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 198.33 Mn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 18.93 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 12.78 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 305.63 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 5.99 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 633.00 Mn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 11.68 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 11.68 Bn |
| Mar 31, 2026 | 8.90 Bn |
| Dec 31, 2025 | 11.18 Bn |
| Sep 30, 2025 | 12.52 Bn |
| Jun 30, 2025 | 9.05 Bn |
| Mar 31, 2025 | 6.27 Bn |
| Dec 31, 2024 | 7.83 Bn |
| Sep 30, 2024 | 8.22 Bn |
| Jun 30, 2024 | 7.68 Bn |
| Mar 31, 2024 | 6.35 Bn |
| Dec 31, 2023 | 5.72 Bn |
| Sep 30, 2023 | 5.32 Bn |
| Jun 30, 2023 | 6.71 Bn |
| Mar 31, 2023 | 7.03 Bn |
| Dec 31, 2022 | 6.84 Bn |
| Sep 30, 2022 | 5.05 Bn |
| Jun 30, 2022 | 5.37 Bn |
| Mar 31, 2022 | 6.32 Bn |
| Dec 31, 2021 | 7.07 Bn |
| Sep 30, 2021 | 6.78 Bn |