Stock profile

LINCOLN NATIONAL CORP (LNC)

LNC · Latest close $40.17 as of Oct 2, 2026 · 13F data as of Jun 30, 2026 (2026 Q2)
Latest close
$40.17
As of Oct 2, 2026
Tracked funds holding
2 of 83
2026 Q2 13F filings
Opened / added
0 / 1
vs previous quarter
Trimmed / exited
1
vs previous quarter

Super-investor holdings · 2026 Q2

FundPortfolio weightSharesChange vs prev. quarter
Miller Value Partners5.04%603,160ADDED (+5.7%)
First Eagle Investment Management0.02%348,750TRIMMED (-18.6%)

Source: SEC Form 13F filings for the quarter ended Jun 30, 2026. Change labels compare each fund’s 2026 Q2 filing with its previous filing. 13F filings cover long positions only and arrive up to 45 days after quarter-end.

All institutions · Form 13F

Institutions holding621 of 8,857 filers
Long-only filers among them614
Change vs 2026 Q1+16 net · 580 entered · 564 exited
Shares reported, all filers163,998,370
Reported value, all filers$5.6B

Source: SEC Form 13F data sets — every filer's latest report for the quarter ended Jun 30, 2026, not just the tracked funds above; changes compare with the quarter ended Mar 31, 2026. Share counts and values are summed as reported in the filings (a small number of filers report values in thousands of dollars, so value totals are as-filed sums).

Insider trading · Form 4

0 insiders bought on the open market in the last 90 days (0 purchases, $0), against 2 sales by 2 insiders ($895.8K).

Source: SEC Form 4 filings, as of Oct 3, 2026. Open-market transactions only.

Politician trading · U.S. House

Data unavailable — no House STOCK Act transactions for this ticker were parsed in the current window (as of Oct 3, 2026).

Screens & lenses

Financial Screens

· Lynch PEG — Cheap against its growth rate

· Dividend Growth — Dividends raised for more than 10 years

· Deep Value (Templeton) — Stocks that are cheap against both earnings and assets

· Neff Total Return Ratio — Growth plus dividends divided by P/E is high

Chart Signals

· Monthly Uptrend — Price above its 12-month moving average

Key figures

· Lynch PEG — P/E: 6.89 · 5-yr EPS growth: 17.9% · PEG: 0.39

· Dividend Growth — Dividend per share: 1.80 · Dividend yield: 4.5% · Straight dividend years: 19 · 10-yr dividend growth: 73.1%

· Deep Value (Templeton) — P/E: 6.89 · P/B: 0.69 · Latest EPS: 5.83 · Dividend yield: 4.5%

· Neff Total Return Ratio — EPS growth: 17.9% · Dividend yield: 4.5% · P/E: 6.89 · Neff ratio: 3.25

Financial screens are computed from SEC company financial statements; red-flag models are screens, not verdicts — see Methodology.

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