Instrument overview

LNCLincoln National Corp

StockNYSEVereinigte StaatenFinancialsEU retail: available
4/10
Balanced 4/104/10Balanced
Growth4/10
Balanced4/10
Income3/10

The Smart Score (1–10) describes how this instrument compares with its peers on published, rules-based measures of value, quality, trend, stability and dividend safety. It is not a forecast and not personal advice.

Compared with: Financials companies in USA (n = 190)

Current rating first published: · last recomputed · rating log

Factor scores

Value98 / 100
Quality1 / 100
Trend68 / 100
Stability38 / 100
Dividend safety76 / 100

Percentiles within the peer group (100 = the best of its peers); dividend safety in points.

Main drivers

  • Book value + dividends growth (5 y)weighs on the score · percentile 2
  • Share issuance (1 y)weighs on the score · percentile 9
  • Equity / assetsweighs on the score · percentile 3

Red flags and notes

  • Caution:Possible value trap Looks cheap, but business fundamentals are weak (Piotroski F-score 3 or lower).

Cheap for a reason: the business is weakening while the price looks low.

Price chart

Interactive chart by TradingView: exchange prices are delayed, crypto and currencies are live.

Key metrics

Valuation

P/E
3,4
P/B
0,7
P/S
0,4
Market cap (EUR)
6,9 Mrd. €

Profitability and debt

Return on equity
22,6 %

Dividends

Dividend yield
4,48 %
Payout ratio
15 %
5-year dividend growth (per year)
1,4 %
Years of dividend growth
16

Returns and risk

1 day
−1,0 %
1 month
−7,7 %
1 year
+4,6 %
Volatility, 1 yr
33,8 %
Max drawdown, 1 yr
−29,1 %
Beta
1,00

Ratios from SEC filings and end-of-day prices; returns are price changes without dividends.

News and filings

  • FactA filing (SEC EDGAR) or an exchange notice (Moscow Exchange): the issuer's or the exchange's own statement.
  • Media reportA headline from a named media outlet. We link to it and do not check it.
  • RumourUnconfirmed: the headline itself hedges (“reportedly”, “sources say”, “in talks”), names no publisher, or comes from a news aggregator or an automated republisher.

Source: Filings: U.S. SEC EDGAR. The tone is scored automatically from the headline and can be wrong.

Score changes in the last 12 months

Every published rating and change, logged when it was published (EU Market Abuse Regulation).

DateEventBalancedGrowth · IncomeWarningsPrice at publication
First rating 4/10 4 · 3 Caution:Possible value trap Available with Invest Pro

Ratings are rules-based descriptions, valid until the next scoring run (about 06:20 and 21:50 UTC) and the same for every visitor.