Lincoln National (LNC) Short-term Investments (2009 - 2026)
Lincoln National's (LNC) quarterly Short-term Investments came in at $1.5 billion in Q2 2026, down 20.64% on a YoY basis from $1.9 billion in Q2 2025, and down 2.38% quarter-over-quarter from $1.6 billion in Q1 2026.
Analysis
Lincoln National (LNC) Short-term Investments (2009 - 2026) Analysis & Trends
Lincoln National (LNC) has reported Short-term Investments for 18 consecutive years, with $1.5 billion the latest figure, recorded in Q2 2026.
- For the quarter ending Q2 2026, Short-term Investments fell 20.64% year-over-year to $1.5 billion; the trailing twelve-month figure through Jun 2026 stood at $1.5 billion (down 20.64% YoY), and the FY2025 full-year result was $1.7 billion, down 17.23% from the prior year.
- Short-term Investments eased to $1.5 billion in Q2 2026 per LNC's latest filing, from $1.6 billion in the prior quarter.
- Across five years, Short-term Investments topped out at $4.4 billion in Q1 2022 and bottomed at $1.5 billion in Q2 2026.
- Historically, Short-term Investments has averaged $2.5 billion across 5 years, with a median of $2.2 billion in 2024.
- The sharpest annual moves came in 2022 and 2023: Short-term Investments advanced 0.46% in 2022, then slumped 32.56% in 2023.
- Over 5 years, Short-term Investments stood at $3.5 billion in 2022, then tumbled by 32.56% to $2.4 billion in 2023, then decreased by 14.16% to $2.0 billion in 2024, then fell by 17.23% to $1.7 billion in 2025, then slipped by 9.61% to $1.5 billion in 2026.
- According to Business Quant data, Short-term Investments over the past three periods registered $1.5 billion, $1.6 billion, and $1.7 billion for Q2 2026, Q1 2026, and Q4 2025 respectively.
Peer Set
Peer Comparison
| # | Company | Market Cap | Enterprise Value | Gross Profit (Qtr) |
|---|---|---|---|---|
| 1 | Manulife Financial | 75.56 Bn | 76.77 Bn | - |
| 2 | Metlife | 61.89 Bn | 34.88 Bn | 7.82 Bn |
| 3 | Sun Life Financial | 45.01 Bn | 40.41 Bn | - |
| 4 | Globe Life | 16.00 Bn | 15.24 Bn | 801.48 Mn |
| 5 | Equitable Holdings | 14.74 Bn | -2.55 Bn | 1.22 Bn |
| 6 | Brookfield Wealth Solutions | 12.45 Bn | 11.71 Mn | 1.92 Bn |
| 7 | Corebridge Financial | 9.60 Bn | -296.03 Bn | 2.79 Bn |
| 8 | Jackson Financial | 9.04 Bn | 3.56 Bn | - |
| 9 | Primerica | 8.98 Bn | 8.35 Bn | 717.74 Mn |
| 10 | Lincoln National | 8.08 Bn | -3.60 Bn | 2.62 Bn |
Historic Data
Download Data
Historic Data
| Date | Value |
|---|---|
| Jun 30, 2026 | 1.52 Bn |
| Mar 31, 2026 | 1.55 Bn |
| Dec 31, 2025 | 1.68 Bn |
| Sep 30, 2025 | 1.85 Bn |
| Jun 30, 2025 | 1.91 Bn |
| Mar 31, 2025 | 1.98 Bn |
| Dec 31, 2024 | 2.03 Bn |
| Sep 30, 2024 | 2.21 Bn |
| Jun 30, 2024 | 2.20 Bn |
| Mar 31, 2024 | 2.23 Bn |
| Dec 31, 2023 | 2.36 Bn |
| Sep 30, 2023 | 2.79 Bn |
| Jun 30, 2023 | 2.94 Bn |
| Mar 31, 2023 | 3.27 Bn |
| Dec 31, 2022 | 3.50 Bn |
| Sep 30, 2022 | 3.58 Bn |
| Jun 30, 2022 | 3.80 Bn |
| Mar 31, 2022 | 4.36 Bn |
| Dec 31, 2021 | 4.46 Bn |
| Sep 30, 2021 | 4.17 Bn |