Lincoln National (LNC) Long-Term Investments (2009 - 2026)
Lincoln National's (LNC) quarterly Long-Term Investments came in at $143.3 billion in Q2 2026, up 9.28% on a YoY basis from $131.1 billion in Q2 2025, and up 3.3% quarter-over-quarter from $138.7 billion in Q1 2026.
Analysis
Lincoln National (LNC) Long-Term Investments (2009 - 2026) Analysis & Trends
Lincoln National (LNC) has reported Long-Term Investments for 18 consecutive years, with $143.3 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Long-Term Investments rose 9.28% year-over-year to $143.3 billion; the trailing twelve-month figure through Jun 2026 stood at $143.3 billion (up 9.28% YoY), and the FY2025 full-year result was $138.9 billion, up 6.92% from the prior year.
- Long-Term Investments rose to $143.3 billion in Q2 2026 per LNC's latest filing, from $138.7 billion in the prior quarter.
- Across five years, Long-Term Investments topped out at $144.4 billion in Q1 2022 and bottomed at $124.3 billion in Q4 2023.
- Historically, Long-Term Investments has averaged $133.2 billion across 5 years, with a median of $132.2 billion in 2023.
- The sharpest annual moves came in 2022 and 2026: Long-Term Investments retreated 17.02% in 2022, then rose 9.28% in 2026.
- Over 5 years, Long-Term Investments stood at $131.7 billion in 2022, then dropped by 5.56% to $124.3 billion in 2023, then grew by 4.49% to $129.9 billion in 2024, then gained by 6.92% to $138.9 billion in 2025, then grew by 3.17% to $143.3 billion in 2026.
- According to Business Quant data, Long-Term Investments over the past three periods registered $143.3 billion, $138.7 billion, and $138.9 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) | Long-Term Investments (Qtr) |
|---|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - | 41.65 Bn |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn | 482.56 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - | 151.99 Bn |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn | 20.79 Bn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn | 125.85 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn | 12.20 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn | 264.55 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - | 75.31 Bn |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn | 4.73 Bn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn | 143.31 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 143.31 Bn |
| Mar 31, 2026 | 138.74 Bn |
| Dec 31, 2025 | 138.91 Bn |
| Sep 30, 2025 | 136.10 Bn |
| Jun 30, 2025 | 131.14 Bn |
| Mar 31, 2025 | 129.22 Bn |
| Dec 31, 2024 | 129.92 Bn |
| Sep 30, 2024 | 131.81 Bn |
| Jun 30, 2024 | 126.60 Bn |
| Mar 31, 2024 | 125.70 Bn |
| Dec 31, 2023 | 124.33 Bn |
| Sep 30, 2023 | 132.50 Bn |
| Jun 30, 2023 | 134.47 Bn |
| Mar 31, 2023 | 134.22 Bn |
| Dec 31, 2022 | 131.65 Bn |
| Sep 30, 2022 | 129.26 Bn |
| Jun 30, 2022 | 135.07 Bn |
| Mar 31, 2022 | 144.35 Bn |
| Dec 31, 2021 | 153.89 Bn |
| Sep 30, 2021 | 155.77 Bn |