Diversify Wealth Management LLC Invests $894,000 in Lincoln National Corporation $LNC

Posted by Brian Himes on Jul 17th, 2026

Diversify Wealth Management LLC bought a new position in Lincoln National Corporation (NYSE:LNC – Free Report) in the first quarter, HoldingsChannel.com reports. The fund bought 24,180 shares of the financial services provider’s stock, valued at approximately $894,000.

Several other hedge funds and other institutional investors have also recently modified their holdings of the company. Insight Inv LLC grew its holdings in shares of Lincoln National by 0.5% in the fourth quarter. Insight Inv LLC now owns 48,127 shares of the financial services provider’s stock worth $2,143,000 after acquiring an additional 250 shares during the period. Smartleaf Asset Management LLC lifted its stake in shares of Lincoln National by 6.5% in the 4th quarter. Smartleaf Asset Management LLC now owns 4,110 shares of the financial services provider’s stock worth $185,000 after purchasing an additional 252 shares during the period. CWM LLC boosted its holdings in shares of Lincoln National by 2.1% in the fourth quarter. CWM LLC now owns 12,397 shares of the financial services provider’s stock worth $552,000 after buying an additional 255 shares during the last quarter. Evergreen Capital Management LLC boosted its holdings in shares of Lincoln National by 3.2% in the second quarter. Evergreen Capital Management LLC now owns 8,815 shares of the financial services provider’s stock worth $305,000 after buying an additional 275 shares during the last quarter. Finally, Integrated Advisors Network LLC grew its position in Lincoln National by 3.3% during the first quarter. Integrated Advisors Network LLC now owns 8,677 shares of the financial services provider’s stock valued at $308,000 after buying an additional 279 shares during the period. 72.81% of the stock is owned by institutional investors.

Analysts Set New Price Targets

A number of equities analysts recently commented on LNC shares. Mizuho raised their target price on Lincoln National from $48.00 to $51.00 and gave the stock an “outperform” rating in a report on Thursday, July 9th. Jefferies Financial Group boosted their price target on Lincoln National from $56.00 to $57.00 and gave the company a “buy” rating in a report on Friday, July 10th. Keefe, Bruyette & Woods upped their price target on Lincoln National from $44.00 to $46.00 and gave the stock an “outperform” rating in a research report on Monday. UBS Group raised their price objective on Lincoln National from $39.00 to $44.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 8th. Finally, JPMorgan Chase & Co. lowered their price objective on Lincoln National from $42.00 to $40.00 and set an “underweight” rating on the stock in a research report on Thursday, May 7th. Six investment analysts have rated the stock with a Buy rating, eight have issued a Hold rating and two have issued a Sell rating to the company. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $44.79.

Check Out Our Latest Research Report on Lincoln National

Insider Activity

In other Lincoln National news, EVP Craigt T. Beazer sold 30,000 shares of the stock in a transaction on Friday, June 5th. The stock was sold at an average price of $34.45, for a total value of $1,033,500.00. Following the sale, the executive vice president owned 103,906 shares in the company, valued at $3,579,561.70. This trade represents a 22.40% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Corporate insiders own 1.03% of the company’s stock.

Lincoln National Price Performance

Shares of Lincoln National stock opened at $41.88 on Friday. The stock has a 50 day moving average of $36.60 and a 200 day moving average of $37.60. Lincoln National Corporation has a 12 month low of $32.18 and a 12 month high of $46.82. The firm has a market cap of $8.01 billion, a PE ratio of 4.86, a PEG ratio of 2.62 and a beta of 1.17. The company has a current ratio of 0.25, a quick ratio of 0.25 and a debt-to-equity ratio of 0.65.

Lincoln National (NYSE:LNC – Get Free Report) last announced its quarterly earnings results on Thursday, May 7th. The financial services provider reported $1.66 earnings per share for the quarter, topping the consensus estimate of $1.58 by $0.08. The company had revenue of $4.87 billion for the quarter, compared to analysts’ expectations of $4.93 billion. Lincoln National had a net margin of 9.17% and a return on equity of 18.07%. Lincoln National’s quarterly revenue was up 13.1% on a year-over-year basis. During the same quarter in the previous year, the business posted $1.60 earnings per share. On average, research analysts expect that Lincoln National Corporation will post 7.73 EPS for the current fiscal year.

Lincoln National Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Monday, August 3rd. Shareholders of record on Friday, July 10th will be given a dividend of $0.45 per share. This represents a $1.80 annualized dividend and a dividend yield of 4.3%. The ex-dividend date is Friday, July 10th. Lincoln National’s payout ratio is 20.88%.

Lincoln National Company Profile

(Free Report)

Lincoln National Corporation, doing business as Lincoln Financial Group, is a diversified financial services holding company focused on providing retirement, insurance, and wealth management solutions in the United States and select international markets. Headquartered in Radnor, Pennsylvania, the company operates through several business segments, including Retirement Plan Services, Life Insurance, and Group Protection. Its offerings are designed to help individuals, families, and institutions plan and prepare for their financial futures.

The Retirement Plan Services segment delivers recordkeeping, administrative services, and investment management for defined contribution and defined benefit plans.