Get the Weekly Intelligence Brief — top committee picks every Sunday.
LNC · NYSE · STOCK

Lincoln National Corporation

Financial Services Updated August 11, 2026
$44.43
52W $32.18 – $47.67
66/100
$8.51B
3.7
1.12
AI Committee Verdict
Buy
66/100
Conviction: Contested · 83% agreement · 6 analysts
Contested

Is LNC Bullish or Bearish?

Bullish. Innellis AI committee rates Lincoln National Corporation (LNC) Buy with a composite score of 66/100 , based on 6 analysts with 83% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +9.28 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -10.72 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Value Analyst sees a compelling case — p/e of 3.7 is inexpensive for the broad market. Risk Analyst remains cautious — bollinger bandwidth of 21.6% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • P/E of 3.7 is inexpensive for the broad market — Value
  • Price-to-book of 0.8x is a discount to asset value — Value
  • ROE of 22.0% shows genuine earnings power backing the valuation — Value
  • Dividend yield of 3.9% pays you to wait — Value
  • EPS growing 92.2% YoY — Growth
  • Price structure making higher highs and higher lows — Technical
Bear Case
  • MACD histogram negative -- bearish momentum — Technical
  • Bollinger bandwidth of 21.6% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
66/100
Agreement
83%
Analysts
6
Conviction
Contested
Sector Rank
Top 37%
of 209 Financial Services peers
Value Analyst bullish
78 / 100 · Moderate confidence
Classic value case: cheap on multiples with earnings power to back it up
+ P/E of 3.7 is inexpensive for the broad market
Growth Analyst bullish
75 / 100 · Moderate confidence
Strong, accelerating growth with consistent execution
+ EPS growing 92.2% YoY
Technical Analyst bullish
61 / 100 · High confidence
Price action is constructive -- trend and momentum agree
+ Price structure making higher highs and higher lows
− MACD histogram negative -- bearish momentum
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 21.6% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
67 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
+ News sentiment is positive (+0.30 across 10 articles, 14d)
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Open Full Terminal →

Technical Analysis

RSI (14)
48.7
Neutral
MACD Histogram
-0.034
Bearish Momentum
Trend Direction
Uptrend
Weekly: Uptrend
Market Structure
Hh Hl
Support
$38.70
Resistance
$46.81
Bollinger %B
0.59
Inside Bands
Price vs Moving Averages
EMA 9
$45.23 Below
EMA 21
$43.60 Above
EMA 50
$40.91 Above
EMA 200
$38.68 Above

Fundamental Analysis

Valuation
100
Profitability
53
Financial Health
97
Cash Flow
15
Valuation
P/E Ratio 3.7×
P/B Ratio 0.76×
PEG Ratio 0.04
Dividend Yield 4.05%
52W High $47.67
52W Low $32.18
Quality & Growth
ROE 1079.2%
ROA 28.2%
Gross Margin 5748.7%
Operating Margin 1464.8%
Revenue Growth YoY
Debt / Equity 0.60
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 3.7 (inexpensive relative to a 15-40x range); Price-to-book of 0.8x; PEG ratio of 0.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of 10.8%; Return on assets of 0.3%; Net margin of 12.2%; Gross margin of 57.5%; Current ratio of 25.41 (healthy short-term liquidity); Debt-to-equity of 0.60; Free cash flow per share is negative (-6.89); Earnings-history trend unavailable; growth based on TTM year-over-year only.
Get the Full LNC Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore LNC Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime