LNC Lincoln National Corporation Common Stock

NYSE · Insurance · SEC EDGAR で表示 ↗
$44.67
株価 · 8月 19, 2026
ファンダメンタルズ(時点) 7月 30, 2026

Lincoln National Corporation Common Stock について Wikipediaからの企業概要

Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.

続きを読む

Lincoln National Corporation is a Fortune 200 American holding company, which operates multiple insurance and investment management businesses through subsidiary companies. Lincoln Financial Group is the marketing name for LNC and its subsidiary companies.

LNC was organized under the laws of the state of Indiana in 1968, and maintains its principal executive offices in Radnor, Pennsylvania. The company traces its roots to its earliest predecessor founded in 1905.

In addition, LNC is the naming rights sponsor of Lincoln Financial Field in Philadelphia, home field of the Philadelphia Eagles of the National Football League.

History

Founding and early history

Lincoln traces its origin to June 12, 1905, in Fort Wayne, Indiana, as the Lincoln National Life Insurance Company. Four men were founders of the organization, with Daniel Ninde, an attorney, becoming the largest stockholder and first Chief Financial Officer of the company, according to Ninde family history. Daniel Ninde was educated as a midshipman at the United States Naval Academy in Annapolis, MD. He descended from a local Fort Wayne family that included a number of Circuit Court judges. Downtown Fort Wayne is located on the site of his great uncle Harry Ninde's farm. The four founders all worked in various roles at Lincoln National. They bought a smaller insurance company located in North Dakota and needed to pass a 6-month residency requirement to complete the sale. They then bought a furnished home located in that state and spent the next six months on weekends playing poker for its furnishings. Daniel Ninde's family still owns a large oriental rug he won in a card game there. Manager Perry Randall, a Fort Wayne attorney and entrepreneur, suggested the name "Lincoln," arguing that the name of Abraham Lincoln would powerfully convey a spirit of integrity. In August 1905 Robert Todd Lincoln provided a photograph of his father, along with a letter authorizing the use of his father's likeness and name for company stationery and advertising.

In 1928, LNC president Arthur Hall hired Dr. Louis A. Warren, a Lincoln scholar, and in 1929, LNC acquired one of the largest collections of books about Abraham Lincoln in the United States. The Lincoln Museum in Fort Wayne was the second largest Lincoln museum in the country, but closed in June 2008.

Ian Rolland started with Lincoln in 1956, and became president of Lincoln National Life in 1977. When Rolland retired in 1998, new president Jon A. Boscia moved LNC to Philadelphia and started using the Lincoln Financial Group name for marketing. Lincoln National Life, the largest subsidiary, and the Lincoln Museum remained in Fort Wayne.

1990–2007

Lincoln Reinsurance was the first US reinsurance company; it was sold to Swiss Re in 2001. K&K Insurance Specialties was the first to insure events like NASCAR races; it was sold to Aon in 1993. Safeco bought American States, a property/casualty insurance business because Lincoln was primarily in life/health. However, LNC even sold a block of disability income business to MetLife in 1999, as it narrowed its focus.

Lincoln moved its headquarters from Indiana to Philadelphia in 1999. In Philadelphia Lincoln was headquartered in the West Tower of Centre Square in Center City.

Lincoln Financial was naming rights sponsor for the 2000 Rugby League World Cup which was held in England.

Lincoln Financial Group purchased the Administrative Management Group, Inc. based in Arlington Heights, Illinois in August 2002. Previously, AMG was a strategic partner of LFG for four years, providing recordkeeping services for the Lincoln Alliance product, a turnkey solution for "employer retirement and employee benefit programs, including investment choices, recordkeeping, plan design, compliance and employee retirement counseling and education."

In 2007, the company moved 400 employees, including its top executives, to Radnor Township from Philadelphia.

Jefferson-Pilot acquisition

Following the acquisition of Jefferson-Pilot Corporation in March 2006, Lincoln Financial acquired group life, disability, and dental insurance divisions. Jefferson-Pilot Corporation was a Fortune 500 company based in Greensboro, North Carolina, founded in 1986 from the merger of Jefferson Standard Insurance (founded 1907 by Charles W. Gold and Pleasant D. Gold, Jr., sons of Pleasant Daniel Gold) and Pilot Life Insurance (founded 1903). The two companies' association actually dated to 1945, when Jefferson Standard bought majority control of Pilot Life; Jefferson Standard had previously bailed Pilot out in the 1930s. The Pilot Life headquarters built in the 1920s and located at 5300 High Point Road, "a careful replication of the governor's mansion built in 1767 in New Bern," was nominated to the National Register of Historic Places in 2022, when Clachan Properties of Richmond, Virginia, was buying the property to develop apartments. The 1986 merger marked the retirement of the Pilot Life brand, most notably the end of its "Sail with the Pilot" jingles, which had been heavily associated with Atlantic Coast Conference college basketball and had been heard on television since 1958. The insurance operations would continue to be headquartered in what became the Lincoln Financial Building.

Lincoln Financial also acquired Jefferson-Pilot's television and radio operations, which were renamed Lincoln Financial Media. Jefferson Standard Insurance put WBTV in Charlotte on the air on Channel 3 in 1949. At the time, Jefferson Standard Insurance also had a 16.5% interest in the Greensboro News Company, licensee of WFMY, which signed on from Greensboro two months after WBTV. Jefferson Standard had purchased WBT radio from CBS in 1945. Jefferson Standard Broadcasting Co. was a subsidiary of Jefferson-Pilot Corp. when in 1970 the media interests were folded into a new subsidiary, Jefferson-Pilot Communications, still owned by the insurance company. The broadcasting subsidiary acquired several other radio and television stations across the country, with WBTV serving as the company's flagship station. The group owned 18 radio stations in Miami, Florida; San Diego, California; Denver, Colorado; and Atlanta, Georgia. It also owned WBTV, the CBS affiliate in Charlotte; WCSC-TV, the CBS affiliate in Charleston, South Carolina and WWBT, the NBC affiliate in Richmond, Virginia. In June 2007, the company publicly announced it would explore a sale of this division, and hired Merrill Lynch to assess its strategic options. It was announced on November 12 that Raycom Media purchased the three TV stations, including its sports production division, which was the co-holder to football and basketball games in the Atlantic Coast Conference with Raycom and sole rightsholders to the Southeastern Conference until 2009, when ESPNPlus and CBS Sports acquired the rights. The Raycom Sports brand was merged with LFS as of January 1, 2008.

Though billed as a merger of equals, the merged company carries the LNC name, operates from the LNC offices, with current LNC stockholders holding 61% of the stock, and current LNC directors controlling the new board. The insurance division is based in Greensboro, North Carolina.

Liberty Life Acquisition

On January 19, 2018, Lincoln Financial Group announced that it entered into a definitive agreement to acquire Liberty Life Assurance Company of Boston from Liberty Mutual Insurance Group. Upon completion of the transaction, Lincoln Financial retained Liberty’s Group Benefits business and reinsured Liberty’s Individual Life and Annuity business to Protective Life Insurance Company.

Recent activity

Lincoln purchased Newton County Loan and Savings in order to restructure as a bank holding company and qualify for Troubled Asset Relief Program (TARP) funding.

In January 2009, Lincoln sold its Delaware Investments subsidiary to Macquarie Group. Delaware Investments was integrated into Macquarie's global asset management arm, Macquarie Funds Group effective January 5, 2010.

In December 2023, Lincoln sold its wealth management unit to Osaic for an undisclosed amount.

Operations

LNC divides operations into four business segments: annuities, life insurance, retirement plan services, and group protection.

The principal Lincoln subsidiaries are:

Lincoln National Life Insurance Company

Lincoln Life & Annuity Company of New York

First Penn-Pacific Life Insurance Company

Lincoln Financial Distributors

Lincoln Financial Advisors

Lincoln Financial Securities

On December 31, 2016, LNC had consolidated assets under management of $262 billion and consolidated shareholders’ equity of $14.5 billion.

Insurance patent

Lincoln National is the owner of U.S. patent 7,089,201, “Method and apparatus for providing retirement income benefits”. This patent covers methods for administering variable annuities. Lincoln's commercial products that are covered by this patent include their i4LIFE Advantage and 4LaterSM Advantage annuities.

In September 2006, Lincoln filed a patent infringement lawsuit against Transamerica Life Insurance Company for allegedly infringing its insurance patent. A similar lawsuit was filed against Jackson National Life in October 2007.

On Feb. 19, 2009, a jury found the Lincoln patent valid and infringed by Transamerica et al. Damages were assessed at the "reasonable royalty rate" and Transamerica et al. were ordered to pay Lincoln $13 million, or 0.11% of the over $12 billion in assets they had under management by virtue of infringing the patent. This verdict was later overturned by the Court of Appeals for the Federal Circuit, finding Transamerica did not infringe Lincoln's patent.

Affiliations

Lincoln Financial Group is the grand sponsor of the National Forensic League and its National Speech and Debate Tournament.

出典: Wikipedia (英語), CC BY-SA 4.0 · Wikipediaで表示 ↗

Wikidata ↗

LNC 株価スナップショット 価格、時価総額、P/E、EPS、ROE、負債/資本、52週レンジ

株価
$44.67
時価総額
$8.54B
P/E (TTM)
7.7
EPS(TTM)
$5.83
収益(TTM)
$18.21B
配当利回り
3.8%
ROE
12.3%
負債/自己資本
0.0
52週レンジ
$32 – $48

LNC 株価チャート 技術指標付きの日次 OHLCV — パン、ズーム、ビューのカスタマイズ

10年間のパフォーマンス 収益、純利益、利益率、EPSのトレンド

収益と純利益 $18.21B
5-point trend, +2.8%
2021-12-31 2025-12-31
EPS $5.83
5-point trend, -70.8%
2021-12-31 2025-12-31
フリーキャッシュフロー
利益率 6.5%

バリュエーション P/E、P/S、P/B、EV/EBITDA比率 — 株は割高か割安か?

指標
5年トレンド
LNC
競合中央値
P/E (TTM)
5-point trend, +123.3%
7.7
12.6
P/S (TTM) (株価売上高倍率(TTM))
5-point trend, -31.9%
0.5
0.6
P/B (株価純資産倍率)
5-point trend, +30.1%
0.8
0.9

収益性 粗利益率、営業利益率、純利益率、ROE、ROA、ROIC

指標
5年トレンド
LNC
競合中央値
Net Profit Margin (純利益率)
5-point trend, -11.6%
6.5%
5.4%
ROA
5-point trend, -21.6%
0.29%
0.42%
ROE
5-point trend, +81.1%
12.3%
9.6%

財務健全性 負債、流動性、支払能力 — バランスシートの健全性

指標
5年トレンド
LNC
競合中央値
Debt / Equity (負債資本倍率)
5-point trend, +148.0%
0.0

成長 収益、EPS、純利益の成長率:前年比、3年CAGR、5年CAGR

指標
5年トレンド
LNC
競合中央値
Revenue YoY (収益(前年比))
5-point trend, +2.8%
-1.2%
Revenue CAGR 3Y (収益(3年CAGR))
5-point trend, +2.8%
-1.1%
Revenue CAGR 5Y (収益(5年CAGR))
5-point trend, +2.8%
0.87%
EPS YoY
5-point trend, -70.8%
-68.3%
Net Income YoY (純利益(前年比))
5-point trend, -68.8%
-64.1%

株当たり指標 EPS、一株当たり純資産、一株当たりキャッシュフロー、一株当たり配当

指標
5年トレンド
LNC
競合中央値
EPS (Diluted) (EPS(希薄化後))
5-point trend, -70.8%
$5.83

資本効率 総資産回転率、棚卸資産回転率、売掛金回転率

指標
5年トレンド
LNC
競合中央値
Payout Ratio (配当性向)
5-point trend, +21.6%
27.6%

配当金 利回り、配当性向、配当履歴、5年CAGR

配当利回り
3.8%
配当性向
27.6%
5年配当CAGR
権利落ち日金額
2026年7月10日$0.4500
2026年4月10日$0.4500
2026年1月12日$0.4500
2025年10月10日$0.4500
2025年7月10日$0.4500
2025年4月10日$0.4500
2025年1月10日$0.4500
2024年10月10日$0.4500
2024年7月10日$0.4500
2024年4月9日$0.4500
2024年1月9日$0.4500
2023年10月6日$0.4500
2023年7月7日$0.4500
2023年4月6日$0.4500
2023年1月9日$0.4500
2022年10月6日$0.4500
2022年7月8日$0.4500
2022年4月8日$0.4500
2022年1月7日$0.4500
2021年10月7日$0.4200

LNC アナリストコンセンサス 強気・弱気のアナリストの見解、12ヶ月の目標株価、アップサイド

保有 19 アナリスト
  • 強い買い 2 10.5%
  • 買い 7 36.8%
  • 保有 8 42.1%
  • 売り 1 5.3%
  • 強い売り 1 5.3%

12ヶ月目標株価

12 アナリスト · 2026-08-15
中央値ターゲット $46.50 +4.1%
平均値ターゲット $47.08 +5.4%

決算履歴 EPS実績 vs 予想、サプライズ%、達成率、次回決算日

平均サプライズ
0.21%
期間 EPS Actual EPS 予想 サプライズ
2026年6月30日 $2.24 $1.98 0.26%
2026年3月31日 $1.66 $1.59 0.07%
2025年12月31日 $2.21 $1.92 0.29%
2025年9月30日 $2.04 $1.88 0.16%
2025年6月30日 $2.36 $1.91 0.45%
2025年3月31日 $1.60 $1.55 0.05%

同業他社比較(GICSサブインダストリー) 主要メトリクスとセクターピアの比較

ティッカー 時価総額 P/E 売上高 YoY 純利益率 ROE 粗利益率
LNC $8.46B 7.6 -1.2% 6.5% 12.3%
PFG $19.18B 16.8 -3.1% 7.6% 10.3%
UNM
GL $12.90B 9.9 3.7% 19.4% 20.4%
PRI $8.22B 11.3 6.6% 22.8% 31.9%
OSCR -8.5 27.5% -3.8% -44.5%
CNO $4.01B 18.5 0.85% 5.1% 8.9%
GNW $3.54B 16.7 0.08% 3.0% 2.6%
FG $4.18B 16.4 -0.23% 4.6% 6.0%

完全なファンダメンタルズ 年次別全指標 — 損益計算書、貸借対照表、キャッシュフロー

損益計算書 9
LNCの年次損益計算書データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue 12-point trend, +34.4% $18.21B $18.44B $11.64B $18.81B $17.71B $17.44B $17.26B $16.42B $14.26B $13.33B $13.57B $13.55B
SG&A Expense 12-point trend, +61.4% $2.65B $2.74B $2.54B $2.41B $2.25B $2.07B $2.21B $1.95B $1.77B $1.69B $1.70B $1.64B
Pretax Income 12-point trend, -33.0% $1.34B $4.02B $-1.15B $1.73B $4.64B $423M $919M $1.89B $1.13B $1.46B $1.43B $2.00B
Income Tax 12-point trend, -66.7% $161M $747M $-396M $367M $865M $-76M $33M $244M $-949M $266M $276M $483M
Net Income 12-point trend, -22.3% $1.18B $3.27B $-752M $1.36B $3.78B $499M $886M $1.64B $2.08B $1.19B $1.15B $1.51B
EPS (Basic) 12-point trend, +2.2% $5.94 $18.66 $-4.92 $7.93 $20.17 $2.58 $4.41 $7.60 $9.36 $5.09 $4.60 $5.81
EPS (Diluted) 12-point trend, +2.8% $5.83 $18.41 $-4.92 $7.78 $19.96 $2.56 $4.38 $7.40 $9.22 $5.03 $4.51 $5.67
Shares (Basic) 12-point trend, -30.0% 182,674,725 170,597,104 169,562,903 171,034,695 187,359,884 193,610,225 200,608,737 215,936,448 222,128,687 234,181,717 250,629,243 260,877,533
Shares (Diluted) 12-point trend, -30.6% 186,062,087 173,080,425 170,738,655 172,700,155 189,637,612 194,465,180 202,105,134 219,552,106 226,220,980 236,830,287 254,938,112 267,963,995
貸借対照表 12
LNCの年次貸借対照表データ
指標 トレンド 202520242023202220212020201920182017201620152014
Cash & Equivalents 4-point trend, -58.5% · · · · · · · · $1.63B $2.72B $3.15B $3.92B
Goodwill 12-point trend, -49.7% $1.14B $1.14B $1.14B $1.14B $1.78B $1.78B $1.78B $1.78B $1.37B $2.27B $2.27B $2.27B
Total Assets 12-point trend, +64.7% $417.20B $390.83B $372.41B $334.33B $386.94B $365.95B $334.76B $298.15B $281.76B $261.63B $251.91B $253.38B
Short-term Debt 3-point trend, +60.0% $400M $300M $250M · · · · · · · · ·
Total Liabilities 12-point trend, +71.0% $406.30B $382.56B $365.52B $329.23B $366.19B $343.25B $315.07B $283.80B $264.44B $247.15B $238.29B $237.64B
Long-term Debt 12-point trend, +11.2% $5.87B $5.86B $5.70B $6.33B $6.33B $6.33B $6.13B $5.69B $5.12B $5.12B $5.32B $5.27B
Total Debt 7-point trend, -11.1% $400M $300M $250M $500M $300M · $300M · $450M · · ·
Retained Earnings 12-point trend, +39.3% $8.39B $7.64B $4.78B $5.92B $9.58B $8.69B $8.85B $8.55B $8.40B $7.04B $6.47B $6.02B
AOCI 12-point trend, -231.1% $-4.06B $-5.04B $-3.48B $-6.35B $6.44B $8.93B $5.67B $407M $3.23B $1.57B $845M $3.10B
Stockholders' Equity 12-point trend, -30.7% $10.91B $8.27B $6.89B $5.10B $19.91B $22.70B $19.69B $14.35B $17.32B $14.48B $13.62B $15.74B
Liabilities + Equity 12-point trend, +64.7% $417.20B $390.83B $372.41B $334.33B $386.94B $365.95B $334.76B $298.15B $281.76B $261.63B $251.91B $253.38B
Shares Outstanding 12-point trend, -25.9% 190,051,477 170,380,646 169,666,137 169,220,511 177,193,515 192,329,691 196,668,532 205,862,760 218,090,114 226,335,105 243,835,893 256,551,440
キャッシュフロー 11
LNCの年次キャッシュフローデータ
指標 トレンド 202520242023202220212020201920182017201620152014
Operating Cash Flow 12-point trend, -106.6% $-167M $-2.01B $-2.07B $3.61B $-217M $534M $-2.69B $1.94B $788M $1.27B $2.24B $2.53B
Investing Cash Flow 12-point trend, -122.3% $-4.01B $821M $-3.33B $-11.65B $-3.58B $-9.48B $-5.50B $-5.82B $-4.19B $-3.67B $-4.22B $-1.80B
Debt Issued 10-point trend, +66.1% $495M $346M $0 $296M $0 $1.29B $744M $1.09B · $395M $298M ·
Net Debt Issued 10-point trend, +139.0% $195M $246M $-500M $-4M · $193M $436M $557M · $-205M $48M $-500M
Stock Issued 3-point trend, +825000000.00 $825M $0 $0 · · · · · · · · ·
Stock Repurchased 11-point trend, -100.0% · $0 $0 $550M $1.10B $275M $550M $900M $725M $879M $900M $650M
Net Stock Activity 12-point trend, +226.9% $825M $0 $0 $-550M $-1.10B $-275M $-550M $-900M $-725M $-879M $-900M $-650M
Dividends Paid 12-point trend, +91.2% $325M $307M $305M $310M $319M $311M $303M $289M $262M $238M $204M $170M
Financing Cash Flow 12-point trend, +845.0% $7.88B $3.62B $5.43B $8.77B $4.71B $8.09B $8.40B $4.59B $2.31B $1.97B $1.21B $834M
Net Change in Cash 9-point trend, +138.0% $3.70B $2.44B $22M $731M $904M · · · $-1.09B $-424M $-773M $1.55B
Taxes Paid 12-point trend, -66.9% $84M $0 $0 $-54M $1M $22M $260M $90M $170M $197M $215M $254M
収益性 4
LNCの年次収益性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Net Margin 12-point trend, -42.2% 6.5% 17.8% -6.5% -11.9% 7.3% 2.9% 5.1% 10.0% 14.6% 8.9% 8.5% 11.2%
Pretax Margin 12-point trend, -50.1% 7.3% 21.8% -9.9% -15.1% 8.5% 2.4% 5.3% 11.5% 7.9% 10.9% 10.5% 14.7%
ROA 12-point trend, -53.2% 0.29% 0.86% -0.21% -0.68% 0.37% 0.14% 0.28% 0.57% 0.77% 0.46% 0.46% 0.62%
ROE 12-point trend, +26.5% 12.3% 37.9% -14.9% -61.0% 6.8% 2.3% 4.5% 11.2% 12.4% 7.7% 8.2% 9.7%
流動性と支払能力 1
LNCの年次流動性と支払能力データ
指標 トレンド 202520242023202220212020201920182017201620152014
Debt / Equity 7-point trend, +41.2% 0.0 0.0 0.0 0.1 0.0 · 0.0 · 0.0 · · ·
効率性 1
LNCの年次効率性データ
指標 トレンド 202520242023202220212020201920182017201620152014
Asset Turnover 12-point trend, -18.4% 0.0 0.0 0.0 0.1 0.1 0.0 0.1 0.1 0.1 0.1 0.1 0.1
1株あたり 6
LNCの年次1株あたりデータ
指標 トレンド 202520242023202220212020201920182017201620152014
Book Value / Share 12-point trend, -6.5% $57.38 $48.53 $40.63 $27.00 $114.41 $118.02 $100.11 $69.71 $79.43 $63.97 $55.84 $61.35
Revenue / Share 12-point trend, +93.5% $97.88 $106.55 $68.20 $108.66 $101.69 $89.68 $85.39 $74.81 $63.02 $56.28 $53.24 $50.58
Cash Flow / Share 12-point trend, -109.5% $-0.90 $-11.60 $-12.15 $23.37 $0.80 $2.75 $-13.29 $8.85 $3.48 $5.37 $8.80 $9.43
Cash / Share 4-point trend, -51.1% · · · · · · · · $7.46 $12.03 $12.90 $15.28
Dividend / Share 12-point trend, +164.7% $2 $2 $2 $2 $2 $2 $2 $1 $1 $1 $1 $1
EPS (TTM) 12-point trend, +2.8% $5.83 $18.41 $-4.92 $7.78 $19.96 $2.56 $4.38 $7.40 $9.22 $5.03 $4.51 $5.67
成長率 10
LNCの年次成長率データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue YoY 5-point trend, -179.1% -1.2% 58.4% -38.1% 6.2% 1.6% · · · · · · ·
Revenue CAGR 3Y 3-point trend, +91.5% -1.1% 1.4% -12.6% · · · · · · · · ·
Revenue CAGR 5Y 0.87% · · · · · · · · · · ·
EPS YoY 3-point trend, -110.1% -68.3% · · -61.0% 679.7% · · · · · · ·
EPS CAGR 3Y 2-point trend, -244.7% -9.2% -2.7% · · · · · · · · · ·
EPS CAGR 5Y 17.9% · · · · · · · · · · ·
Net Income YoY 3-point trend, -109.7% -64.1% · · -64.1% 657.1% · · · · · · ·
Net Income CAGR 3Y 2-point trend, -0.2% -4.7% -4.7% · · · · · · · · · ·
Net Income CAGR 5Y 18.7% · · · · · · · · · · ·
Dividend CAGR 5Y 0.88% · · · · · · · · · · ·
バリュエーション(TTM) 14
LNCの年次バリュエーション(TTM)データ
指標 トレンド 202520242023202220212020201920182017201620152014
Revenue TTM 12-point trend, +34.4% $18.21B $18.44B $11.64B $18.81B $17.71B $17.44B $17.26B $16.42B $14.26B $13.33B $13.57B $13.55B
Net Income TTM 12-point trend, -22.3% $1.18B $3.27B $-752M $1.36B $3.78B $499M $886M $1.64B $2.08B $1.19B $1.15B $1.51B
Market Cap 12-point trend, -42.8% $8.46B $5.40B $4.58B $5.20B $12.10B $9.68B $11.61B $10.56B $16.76B $15.00B $12.26B $14.80B
Enterprise Value · · · · · · · · $15.59B · · ·
P/E 12-point trend, -24.9% 7.6 1.7 -5.5 3.9 3.4 19.7 13.5 6.9 8.3 13.2 11.1 10.2
P/S 12-point trend, -57.4% 0.5 0.3 0.4 0.3 0.7 0.6 0.7 0.6 1.2 1.1 0.9 1.1
P/B 12-point trend, -17.4% 0.8 0.7 0.7 1.1 0.6 0.4 0.6 0.7 1.0 1.0 0.9 0.9
P / Tangible Book 6-point trend, +87.4% 0.9 0.8 0.8 1.3 0.7 0.5 · · · · · ·
P / Cash Flow 12-point trend, -965.2% -50.7 -2.7 -2.2 1.3 80.1 18.1 -4.3 5.4 21.3 11.8 5.5 5.9
EV / Revenue · · · · · · · · 1.1 · · ·
Dividend Yield 12-point trend, +233.9% 3.8% 5.7% 6.7% 6.0% 2.6% 3.2% 2.6% 2.7% 1.6% 1.6% 1.7% 1.1%
Earnings Yield 12-point trend, +33.2% 13.1% 58.1% -18.2% 25.3% 29.2% 5.1% 7.4% 14.4% 12.0% 7.6% 9.0% 9.8%
Payout Ratio 12-point trend, +146.1% 27.6% 9.4% -40.6% -13.8% 22.7% 62.3% 34.2% 17.6% 12.6% 20.0% 17.7% 11.2%
Annual Payout 12-point trend, +91.2% $325M $307M $305M $310M $319M $311M $303M $289M $262M $238M $204M $170M

財務諸表 損益計算書、貸借対照表、キャッシュフロー — 年次、過去5年間

損益計算書
2025-12-312024-12-312023-12-312022-12-312022-09-30
収益 $18.21B$18.44B$11.64B$18.81B
純利益 $1.18B$3.27B$-752M$1.36B
希薄化後EPS $5.83$18.41$-4.92$7.78
貸借対照表
2025-12-312024-12-312023-12-312022-12-312022-09-30
負債資本倍率 0.00.00.00.1

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機関投資家(13F) 695 提出者 · $4.0B合計 · 時点 2026年6月30日

四半期SECフォーム13Fでこの株式の保有を報告している機関。ロングポジションのみ。単一の提出者は、別々のオプションレッグで2回表示される場合があります。 大きな反対売買のプット/コール・レッグは、通常、マーケットメイクまたはヘッジされた在庫を反映しており、方向性への確信を示すものではありません。

機関投資家の動向 — Q2 2026 対 前四半期
新規ポジション 解消済みポジション 増加 減少 純株式数増減
92 (-1 前期比) 67 (-15 前期比) 229 (-4 前期比) 191 (+4 前期比) +33.6M

Q1 2026と比較しました。 SECフォーム13Fの提出期限は四半期末から45日後ですが、遅延提出者向けの短いバッファーが含まれます。この期間内の四半期は、直近で完全に報告されたペアを優先するためスキップされます。

機関投資家 評価額 株式数 % 追跡された13Fのうち タイプ
Bain Capital Prairie, LLC $663,148,219 18,759,497 16.67% 株式数
VANGUARD PORTFOLIO MANAGEMENT LLC $368,601,732 10,427,206 9.26% 株式数
VANGUARD CAPITAL MANAGEMENT LLC $295,067,935 8,347,042 7.42% 株式数
DIMENSIONAL FUND ADVISORS LP $285,458,125 8,075,195 7.17% 株式数
STATE STREET CORP $215,857,776 6,106,302 5.42% 株式数
JENNISON ASSOCIATES LLC $107,418,962 3,038,726 2.70% 株式数
GEODE CAPITAL MANAGEMENT, LLC $96,561,586 2,730,807 2.43% 株式数
NORGES BANK $80,982,396 2,290,874 2.04% 株式数
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $77,539,377 2,193,476 1.95% 株式数
PRINCIPAL FINANCIAL GROUP INC $75,534,184 2,136,752 1.90% 株式数
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $67,954,012 1,922,320 1.71% 株式数
VICTORY CAPITAL MANAGEMENT INC $52,706,002 1,490,976 1.32% 株式数
HSBC HOLDINGS PLC $52,366,460 1,483,049 1.32% 株式数
FIRST TRUST ADVISORS LP $50,971,663 1,441,914 1.28% 株式数
AMERICAN CENTURY COMPANIES INC $50,407,651 1,425,959 1.27% 株式数
Balyasny Asset Management L.P. $48,924,117 1,383,992 1.23% 株式数
D. E. Shaw & Co., Inc. $45,628,543 1,290,765 1.15% 株式数
ALGEBRIS (UK) LTD $44,811,438 1,271,655 1.13% 株式数
VANGUARD FIDUCIARY TRUST CO $38,611,002 1,092,249 0.97% 株式数
SUSQUEHANNA INTERNATIONAL GROUP, LLP $32,041,240 906,400 0.81% プットオプション
UBS Group AG $26,380,362 746,262 0.66% 株式数
Caisse de depot et placement du Quebec $26,148,112 739,692 0.66% 株式数
Quantinno Capital Management LP $25,915,183 733,102 0.65% 株式数
Jain Global LLC $25,282,355 715,201 0.64% 株式数
Gotham Asset Management, LLC $25,017,513 707,709 0.63% 株式数
GOLDMAN SACHS GROUP INC $25,013,243 707,588 0.63% 株式数
TWO SIGMA INVESTMENTS, LP $24,731,708 699,624 0.62% 株式数
Hudson Bay Capital Management LP $24,533,395 694,014 0.62% 株式数
Allspring Global Investments Holdings, LLC $22,149,283 611,352 0.56% 株式数
Advisors Capital Management, LLC $21,914,177 619,920 0.55% 株式数
Cander Asset Management LP $21,833,539 617,639 0.55% 株式数
Interval Partners, LP $21,507,682 608,421 0.54% 株式数
Miller Value Partners, LLC $21,321,706 603,160 0.54% 株式数
Public Sector Pension Investment Board $20,669,039 584,697 0.52% 株式数
CITADEL ADVISORS LLC $19,452,398 550,280 0.49% 株式数
LPL Financial LLC $18,921,963 535,275 0.48% 株式数
MILLENNIUM MANAGEMENT LLC $18,800,509 531,839 0.47% 株式数
BANK OF AMERICA CORP /DE/ $18,700,256 529,003 0.47% 株式数
MetLife Investment Management, LLC $18,043,559 510,426 0.45% 株式数
Schonfeld Strategic Advisors LLC $17,738,133 501,786 0.45% 株式数
AMERIPRISE FINANCIAL INC $17,305,132 489,537 0.43% 株式数
CITADEL ADVISORS LLC $17,264,940 488,400 0.43% プットオプション
CITADEL ADVISORS LLC $14,917,700 422,000 0.37% コールオプション
Focus Partners Wealth $13,714,483 387,962 0.34% 株式数
SEI INVESTMENTS CO $13,225,640 374,134 0.33% 株式数
Prana Capital Management, LP $13,127,435 371,356 0.33% 株式数
Fideuram Asset Management (Ireland) dac $12,841,999 366,956 0.32% 株式数
First Eagle Investment Management, LLC $12,328,313 348,750 0.31% 株式数
RHUMBLINE ADVISERS $12,195,105 344,983 0.31% 株式数
Swiss National Bank $12,135,655 343,300 0.30% 株式数
JANE STREET GROUP, LLC $11,435,725 323,500 0.29% プットオプション
&PARTNERS $10,945,696 309,681 0.28% 株式数
JUPITER ASSET MANAGEMENT LTD $10,719,994 303,253 0.27% 株式数
Man Group plc $10,626,776 300,616 0.27% 株式数
California Public Employees Retirement System $10,517,261 297,518 0.26% 株式数
CHURCHILL MANAGEMENT Corp $10,389,390 300,271 0.26% 株式数
Squarepoint Ops LLC $10,209,221 288,804 0.26% 株式数
HOTCHKIS & WILEY CAPITAL MANAGEMENT LLC $10,162,453 287,481 0.26% 株式数
Legal & General Group Plc $9,298,501 263,041 0.23% 株式数
JANE STREET GROUP, LLC $9,003,857 254,706 0.23% 株式数
RAYMOND JAMES FINANCIAL INC $8,650,513 244,710 0.22% 株式数
Cubist Systematic Strategies, LLC $7,956,371 197,282 0.20% 株式数
Cordgrass Capital Advisors, LLC $7,761,623 219,565 0.20% 株式数
OSAIC HOLDINGS, INC. $7,140,320 201,960 0.18% 株式数
ALLIANCEBERNSTEIN L.P. $7,058,359 198,827 0.18% 株式数
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $7,040,928 198,336 0.18% 株式数
Access Investment Management LLC $6,946,275 196,500 0.17% 株式数
Congress Wealth Management LLC / DE / $6,912,491 199,783 0.17% 株式数
Illinois Municipal Retirement Fund $6,627,065 187,470 0.17% 株式数
COMMONWEALTH EQUITY SERVICES, LLC $6,483,497 183,409 0.16% 株式数
Parallax Volatility Advisers, L.P. $6,189,785 175,100 0.16% プットオプション
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $5,771,630 163,271 0.15% 株式数
VANGUARD ASSET MANAGEMENT, Ltd $5,715,671 161,688 0.14% 株式数
Bridgewater Associates, LP $5,661,939 160,168 0.14% 株式数
Entropy Technologies, LP $5,646,774 159,739 0.14% 株式数
SUSQUEHANNA FUNDAMENTAL INVESTMENTS, LLC $5,585,441 158,004 0.14% 株式数
Universal- Beteiligungs- und Servicegesellschaft mbH $5,582,967 157,934 0.14% 株式数
WOLVERINE TRADING, LLC $5,579,434 137,900 0.14% コールオプション
BlackRock, Inc. $5,537,790 156,656 0.14% 株式数
PRUDENTIAL FINANCIAL INC $5,496,607 155,491 0.14% 株式数
Robeco Institutional Asset Management B.V. $5,423,999 153,437 0.14% 株式数
ALGERT GLOBAL LLC $5,214,443 147,509 0.13% 株式数
CAPITAL FUND MANAGEMENT S.A. $5,069,897 143,420 0.13% 株式数
ENVESTNET ASSET MANAGEMENT INC $5,018,337 141,961 0.13% 株式数
CI INVESTMENTS INC. $4,809,968 136,067 0.12% 株式数
JANE STREET GROUP, LLC $4,782,855 135,300 0.12% コールオプション
WOLVERINE TRADING, LLC $4,648,854 114,900 0.12% プットオプション
SUSQUEHANNA INTERNATIONAL GROUP, LLP $4,623,462 130,791 0.12% 株式数
Allianz Asset Management GmbH $4,567,927 129,220 0.11% 株式数
Loudon Investment Management, LLC $4,454,241 126,004 0.11% 株式数
NISA INVESTMENT ADVISORS, LLC $4,276,855 120,986 0.11% 株式数
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. $4,061,008 114,880 0.10% 株式数
MORGAN STANLEY $3,981,471 112,630 0.10% 株式数
ROYCE & ASSOCIATES LP $3,972,527 112,377 0.10% 株式数
CAPTRUST FINANCIAL ADVISORS $3,890,788 110,065 0.10% 株式数
Vanguard Global Advisers, LLC $3,842,828 108,708 0.10% 株式数
BARCLAYS PLC $3,785,278 107,080 0.10% 株式数
VIRGINIA RETIREMENT SYSTEMS ET Al $3,678,178 82,600 0.09% 株式数
JONES FINANCIAL COMPANIES LLLP $3,648,452 99,359 0.09% 株式数
MILLENNIUM MANAGEMENT LLC $3,566,815 100,900 0.09% プットオプション

企業インサイダー 77 人のインサイダー · 49人の役員 · 27人の取締役

インサイダー 役職 最終アクティビティ 保有株式数 12ヶ月購入 12ヶ月売却 12ヶ月純額
Ellen Cooper Chairman, President & CEO 2026年2月19日 A 768,244 0 0 $0
Jon A Boscia Chairman & CEO 2007年4月27日 A 67,835 0 0 $0
John Gotta EVP & CEO-LNL 2006年3月9日 F 92,353 0 0 $0
Randal J Freitag EVP & CFO 2022年2月27日 F 288,331 0 0 $0
Richard C Vaughan EVP & Chief Financial Officer 2004年3月31日 A 47,502 0 0 $0
Wilford H. Fuller President - LFGD 2021年2月21日 F 219,850 0 0 $0
Mark E Konen President - Ins. Sol. and Ann. 2017年2月24日 F 112,439 0 0 $0
Charles C Cornello President - Ret. Plan Svs. 2015年2月25日 F 99,033 0 0 $0
Patrick P Coyne President-Del. Inv. 2009年8月3日 F 17,512 0 0 $0
Williams Michael Tallett President-LNUK 2009年8月3日 F 29,302 0 0 $0
Terrence James Mullen President-LFD 2008年9月8日 S 26,811 0 0 $0
Westley V Thompson President-Employer Markets 2008年8月6日 M 113,363 0 0 $0
Jude T Driscoll President-Del. Inv. 2006年6月30日 I 19,912 0 0 $0
Theresa M Stone President-Lincoln Fin'l Media 2006年4月3日 A 15,325 0 0 $0
Warren H May President-LFD 2006年4月3日 A 6,251 0 0 $0
Curtis W. Chesney EVP, President of Annuities 2026年8月17日 G 21,984 0 0 $0
Sean Woodroffe EVP, Ch Ppl Comms Ent Srvc Off 2026年8月17日 S 119,947 0 5 $-2,634,458
Craigt T Beazer EVP & General Counsel 2026年6月5日 S 103,906 0 1 $-1,033,500
Andrew Rallis EVP, Chief Risk Officer 2026年6月1日 F 162,530 0 0 $0
John Christopher Kennedy EVP, Chief Dist. & Brand Off 2026年5月24日 F 125,557 0 1 $-155,364
Jennifer Charters EVP, Chief Information Officer 2026年3月13日 P 37,796 1 0 $9,783
Nilanjan Adhya EVP Chf AI Data Analytics Off 2026年2月19日 A 19,951 0 0 $0
John G Morriss EVP, Chief Investment Officer 2026年2月19日 A 27,614 0 0 $0
Brian Kroll EVP, Head of Life & Annuities 2026年2月19日 A 70,536 0 1 $-260,015
James Waltman Reid EVP, Pres. Workplace Solutions 2026年2月19日 A 177,838 0 1 $-127,520
Adam M Cohen CAO 2026年2月19日 A 39,259 0 0 $0
Jayson R Bronchetti EVP, Chief Investment Officer 2025年5月26日 F 77,220 0 0 $0
Kenneth S. Solon EVP & Chief Information Ofc. 2024年5月7日 F 149,624 0 0 $0
Matthew Grove EVP, Pres. Retail Solutions 2024年2月21日 A 138,793 0 0 $0
Jennifer Warne Krow EVP, Chief People Officer 2023年2月19日 F 30,400 0 0 $0
Jamie Ohl EVP, President Wrkplc Sols 2022年2月27日 F 65,706 0 0 $0
Christine A Janofsky CAO 2021年8月17日 A 13,058 0 0 $0
Lisa Buckingham EVP, Ch Pple Place Brand Off 2021年2月21日 F 85,928 0 0 $0
Leon E Roday EVP & General Counsel 2020年12月4日 S 0 0 0 $0
Richard L. Mucci EVP, President GP 2019年2月27日 A 37,164 0 0 $0
Raj Chakraborty EVP & Chief Digital Officer 2018年2月21日 A 29,751 0 0 $0
Kirkland L Hicks EVP & General Counsel 2018年2月21日 A 42,102 0 0 $0
Douglas N Miller SVP & CAO 2016年3月14日 S 10,960 0 0 $0
Adam Grey Ciongoli EVP & General Counsel 2015年6月2日 M 98,889 0 0 $0
Robert W Dineen Vice Chair.-LFN 2013年2月22日 F 143,809 0 0 $0
Frederick John Crawford EVP & Head Corp Dev & Inv 2011年5月2日 S 121,602 0 0 $0
Nicole S Jones SVP & General Counsel 2011年2月23日 A 35,436 0 0 $0
Heather Case Dzielak CMO-SVP, Marketing 2010年8月2日 F 13,163 0 0 $0
Dennis L Schoff SVP & General Counsel 2009年8月3日 F 77,198 0 0 $0
Elizabeth Laws Reeves SVP & CHRO 2008年3月10日 F 36,534 0 0 $0
Barbara S Kowalczyk SVP CP&D 2007年6月22日 A 101,287 0 0 $0
Jason Glazier SVP & CTO 2006年2月22日 M 4,394 0 0 $0
George E Davis SVP Human Resources 2004年3月31日 A 40,398 0 0 $0
Casey J Trumble SVP & Chief Accounting Officer 2004年3月11日 A 847 0 0 $0
Dale Lefebvre 取締役 2026年6月30日 A 0 0 $0

SECフォーム3/4/5提出書類からのインサイダー;純額=公開市場のP/Sのみ

アクティビストおよび5%超のオーナー 2保有

SECスケジュール13Dを提出した投資家 — 発行体の影響を与える意図(アクティビストの保有、取締役会キャンペーン、M&A)を持つ5%超の受益権所有。各行は、その提出者のポジションの最新の既知の状態を示します。

提出者 提出済み 保有 ステータス 目的 提出書類
Bain Capital Prairie, LLC ×2 提出書類 2026年8月12日 9.80% 修正 SEC
Lincoln National Corporation, The Lincoln National Life Insurance Company, Lincoln Financial Investments Corporation ×3 提出書類 2026年5月18日 65.58% 修正 SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ETF保有状況 117のETFが保有

ウェイトは直接株式保有(N-PORT)のみを反映しています。レバレッジ型またはデリバティブベースのファンドは、表示されていない追加のスワップエクスポージャーを保有している可能性があります。

ファンド ウェイト 単位 時点 ソース
PJFM · PGIM ETF Trust 2.18% 10,281 NS 2026年5月29日 N-PORT
XSVM · Invesco Exchange-Traded Fund Trust 1.89% 273,861 SH 2026年8月8日 日次
KBWD · Invesco Exchange-Traded Fund Trust … 1.72% 157,377 SH 2026年8月8日 日次
PSCF · Invesco Exchange-Traded Fund Trust … 1.70% 10,052 SH 2026年8月8日 日次
RWJ · Invesco Exchange-Traded Fund Trust … 1.54% 703,914 SH 2026年8月8日 日次
XSHQ · Invesco Exchange-Traded Fund Trust … 1.52% 106,429 SH 2026年8月8日 日次
VMAX · Lattice Strategies Trust 1.47% 18,086 NS 2026年4月30日 N-PORT
FXO · First Trust Exchange-Traded AlphaDE… 1.26% 359,142 NS 2026年4月30日 N-PORT
SIXS · EXCHANGE TRADED CONCEPTS TRUST 1.14% 41,015 NS 2026年5月31日 N-PORT
PGF · Invesco Exchange-Traded Fund Trust 1.03% 260,262 2026年8月8日 日次
VAMO · Cambria ETF Trust 0.89% 19,527 NS 2026年4月30日 N-PORT
RZV · Invesco Exchange-Traded Fund Trust 0.88% 58,589 SH 2026年8月8日 日次
IJS · iShares Trust 0.82% 1,458,914 SH 2026年8月8日 日次
CVY · Invesco Exchange-Traded Fund Trust 0.82% 22,113 SH 2026年8月8日 日次
VIOV · VANGUARD ADMIRAL FUNDS 0.64% 361,109 SH 2026年8月8日 日次
FNK · First Trust Exchange-Traded AlphaDE… 0.60% 34,343 NS 2026年4月30日 N-PORT
IAK · iShares Trust 0.59% 70,276 SH 2026年8月8日 日次
HIDV · AB Active ETFs, Inc. 0.59% 32,099 NS 2026年5月31日 N-PORT
DVY · iShares Trust 0.57% 2,877,045 SH 2026年8月8日 日次
VRP · Invesco Exchange-Traded Fund Trust … 0.51% 15,396,000 2026年8月8日 日次
PGX · Invesco Exchange-Traded Fund Trust … 0.51% 725,559 2026年8月8日 日次
AUSF · Global X Funds 0.48% 114,484 NS 2026年5月31日 N-PORT
QVMS · Invesco Exchange-Traded Fund Trust … 0.47% 26,339 SH 2026年8月8日 日次
ABCS · EA Series Trust 0.47% 1,500 NS 2026年5月29日 N-PORT
DFSV · Dimensional ETF Trust 0.41% 815,907 NS 2026年4月30日 N-PORT
SDVD · First Trust Exchange-Traded Fund IV 0.38% 84,706 NS 2026年4月30日 N-PORT
IJR · iShares Trust 0.36% 8,547,054 SH 2026年8月8日 日次
NUSC · Nushares ETF Trust 0.33% 112,349 NS 2026年4月30日 N-PORT
VIOO · VANGUARD ADMIRAL FUNDS 0.33% 595,055 SH 2026年8月8日 日次
FNX · First Trust Exchange-Traded AlphaDE… 0.29% 102,515 NS 2026年4月30日 N-PORT
DFAT · Dimensional ETF Trust 0.27% 983,756 NS 2026年4月30日 N-PORT
PFIG · Invesco Exchange-Traded Fund Trust … 0.27% 330,000 2026年8月8日 日次
SAA · ProShares Trust 0.26% 2,023 NS 2026年5月31日 N-PORT
XJR · iShares Trust 0.26% 10,352 SH 2026年8月8日 日次
PFF · iShares Trust 0.25% 1,223,256 SH 2026年8月8日 日次
DFVE · DoubleLine ETF Trust 0.23% 1,804 NS 2026年3月31日 N-PORT
ITAN · EA Series Trust 0.22% 5,633 NS 2026年5月29日 N-PORT
GTO · Invesco Actively Managed Exchange-T… 0.21% 6,410,000 2026年8月8日 日次
ISCV · iShares Trust 0.20% 30,320 SH 2026年8月8日 日次
GSY · Invesco Actively Managed Exchange-T… 0.19% 7,383,000 2026年8月8日 日次
FAB · First Trust Exchange-Traded AlphaDE… 0.18% 6,637 NS 2026年4月30日 N-PORT
BKMC · BNY Mellon ETF Trust 0.17% 28,548 NS 2026年4月30日 N-PORT
AVMV · AMERICAN CENTURY ETF TRUST 0.17% 29,281 NS 2026年5月31日 N-PORT
FSMD · FIDELITY COVINGTON TRUST 0.17% 103,732 NS 2026年4月30日 N-PORT
DFAS · Dimensional ETF Trust 0.14% 525,295 NS 2026年4月30日 N-PORT
VBR · VANGUARD INDEX FUNDS 0.14% 2,784,424 SH 2026年8月8日 日次
VFVA · VANGUARD WELLINGTON FUND 0.13% 30,238 SH 2026年8月8日 日次
BBMC · J.P. Morgan Exchange-Traded Fund Tr… 0.13% 68,958 NS 2026年4月30日 N-PORT
SCHA · SCHWAB STRATEGIC TRUST 0.13% 812,261 NS 2026年5月31日 N-PORT
BSCU · Invesco Exchange-Traded Self-Indexe… 0.12% 3,630,000 2026年8月8日 日次