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For the quarter ending 2026-03-31, LNC-PD has $406,161M in assets. $395,949M in debts.

Balance Sheets Overview

Debt to Asset Ratio
97.49%
Unit: Million (M) dollars
Assets Breakdown
    • Separate account assets
    • Total investments
    • Deposit assets, net of allowance...
    • Others
Liabilities Breakdown
    • Separate account liabilities
    • Policyholder account balances
    • Future contract benefits
    • Others

Balance Sheets
2026-03-31
2025-12-31
2025-09-30
Fixed maturity available-for-sale securities, at fair value (amortized cost
94,200 93,448 90,680
Trading securities
1,552 1,676 1,853
Equity securities
475 636 542
Mortgage loans on real estate, gross-Financial Asset Not Past Due
22,588 22,264 22,057
Commercial Real Estate Portfolio Segment
--0
Residential Portfolio Segment
--69
Mortgage loans on real estate, gross-Financing Receivables30To59Days Past Due
93 94 69
Commercial Real Estate Portfolio Segment
0 -0
Residential Portfolio Segment
29 -44
Mortgage loans on real estate, gross-Financing Receivables60To89Days Past Due
29 39 44
Mortgage loans on real estate, gross-Financing Receivables Equal To Greater Than90Days Past Due
204 179 161
Allowance for credit losses
180 182 165
Unamortized premium (discount)
122 111 98
Commercial Real Estate Portfolio Segment
--33 -34
Residential Portfolio Segment
-0 0
Mark-to-market gains (losses)
-31 -33 -34
Mortgage loans on real estate, net of allowance for credit losses
22,825 22,472 22,230
Policy loans
2,606 2,626 2,584
Derivative investments
8,337 9,945 10,427
Other investments
8,742 8,105 7,786
Total investments
138,737 138,908 136,102
Cash and invested cash
7,345 9,502 10,668
Deferred acquisition costs, value of business acquired and deferred sales inducements
12,886 12,827 12,681
Reinsurance recoverables, net of allowance for credit losses
27,688 28,012 28,665
Deposit assets, net of allowance for credit losses
33,597 33,690 33,066
Market risk benefit assets
4,303 4,753 4,694
Accrued investment income
1,170 1,122 1,172
Goodwill
1,144 1,144 1,144
Other assets
7,248 7,154 7,223
Separate account assets
172,043 180,092 179,860
Total assets
406,161 417,204 415,275
Policyholder account balances
135,683 136,245 133,223
Future contract benefits
42,010 42,077 41,852
Funds withheld reinsurance liabilities
17,564 17,922 17,559
Market risk benefit liabilities
1,127 1,118 1,190
Deferred front-end loads
7,804 7,586 7,349
Payables for collateral on investments
6,556 7,954 11,153
Short-term debt
400 400 0
Long-term debt
5,969 5,866 5,772
Other liabilities
6,793 7,038 6,865
Separate account liabilities
172,043 180,092 179,860
Total liabilities
395,949 406,298 404,823
Preferred stock-Series CPreferred Stock
493 493 493
Preferred stock-Series DPreferred Stock
493 493 493
Common stock
5,602 5,592 5,574
Retained earnings
8,091 8,386 7,731
Accumulated other comprehensive income (loss)
-4,467 -4,058 -3,839
Total stockholders equity
10,212 10,906 10,452
Total liabilities and stockholders equity
406,161 417,204 415,275
Unit: Million (M) dollars (except for numbers of shares and EPS). Numbers labeled with * are estimated quarterly values.

Time Plot

Show the time plot by selecting a row from the table.

Balance Sheets

Residential PortfolioSegment$29M Mortgage loans on realestate,...$22,588M Mortgage loans on realestate,...$204M Unamortized premium(discount)$122M Mortgage loans on realestate,...$93M Mortgage loans on realestate,...$29M Fixed maturityavailable-for-sale securities, at...$94,200M Mortgage loans on realestate, net of allowance...$22,825M Other investments$8,742M Derivative investments$8,337M Policy loans$2,606M Trading securities$1,552M Equity securities$475M Allowance for creditlosses$180M Mark-to-market gains (losses)-$31M Separate account assets$172,043M Total investments$138,737M Deposit assets, net ofallowance for credit...$33,597M Reinsurance recoverables,net of allowance for...$27,688M Deferred acquisitioncosts, value of...$12,886M Cash and investedcash$7,345M Other assets$7,248M Market risk benefitassets$4,303M Accrued investmentincome$1,170M Goodwill$1,144M Total assets$406,161M Total liabilities andstockholders equity$406,161M Total liabilities$395,949M Total stockholdersequity$10,212M Accumulated othercomprehensive income (loss)-$4,467M Separate accountliabilities$172,043M Policyholder accountbalances$135,683M Future contractbenefits$42,010M Funds withheldreinsurance liabilities$17,564M Deferred front-end loads$7,804M Other liabilities$6,793M Payables for collateralon investments$6,556M Long-term debt$5,969M Market risk benefitliabilities$1,127M Short-term debt$400M Retained earnings$8,091M Common stock$5,602M Preferred stock-SeriesDPreferred Stock$493M Preferred stock-SeriesCPreferred Stock$493M

LINCOLN NATIONAL CORP (LNC-PD)

LINCOLN NATIONAL CORP (LNC-PD)