Exploring Lincoln National Corporation (LNC) Investor Profile: Who’s Buying and Why?

Have you ever wondered who exactly is investing in Lincoln National Corporation (LNC) and what their reasons are? As of April 17, 2025, the share price stands at $30.27, a 9.48% increase from $27.65 on April 19, 2024. Institutional investors hold a significant 74% stake in the company. With 913 institutional owners holding a total of 157,527,638 shares, are these big players driving the stock's stability and growth? Let's delve into the investor profile of Lincoln National to uncover who's buying and, more importantly, why they're making those investment decisions.

Lincoln National Corporation (LNC) Who Invests in Lincoln National Corporation (LNC) and Why?

Understanding the investor profile of Lincoln National Corporation (LNC) involves examining the diverse range of entities and individuals who hold the company's stock. These investors vary in their motivations, investment horizons, and strategies, each contributing to the overall dynamics of LNC's stock performance.

Key investor types in Lincoln National Corporation (LNC) include:

• Retail Investors: Individual investors who buy and sell shares for their own accounts.
• Institutional Investors: Entities such as mutual funds, pension funds, insurance companies, and hedge funds that invest on behalf of others.

Each of these groups has different priorities and expectations, influencing their investment decisions regarding LNC.

Investment Motivations:

Several factors attract investors to Lincoln National Corporation (LNC):

• Growth Prospects: Investors may be drawn to LNC if they anticipate growth in the company's earnings and market share.
• Dividends: Companies that pay consistent or increasing dividends can attract income-seeking investors.
• Market Position: A company's competitive positioning within its industry can influence investor interest.

According to Yahoo Finance, the annual dividend rate is $1.60 and the dividend yield is 3.90% as of April 22, 2025. These figures can be attractive to investors seeking regular income.

Investment Strategies:

The strategies employed by LNC investors are diverse:

• Long-Term Holding: Some investors buy LNC shares with the intention of holding them for an extended period, seeking long-term capital appreciation and dividend income.
• Short-Term Trading: Other investors engage in short-term trading, aiming to profit from short-term price fluctuations.
• Value Investing: Value investors look for companies that they believe are undervalued by the market, purchasing shares with the expectation that the market will eventually recognize their true worth.

To illustrate the ownership structure, consider the following hypothetical breakdown of LNC's shareholder composition:

Major institutional holders can significantly influence the stock price due to the large volumes they trade. Data from CNN Business indicates that top institutional holders include companies like BlackRock Fund Advisors and The Vanguard Group. This concentration of ownership among a few key institutions can lead to increased stock volatility if these holders make significant changes to their positions.

For more insights into Lincoln National Corporation (LNC), explore its history, mission, ownership structure, and revenue generation methods: Lincoln National Corporation (LNC): History, Ownership, Mission, How It Works & Makes Money

Lincoln National Corporation (LNC) Institutional Ownership and Major Shareholders of Lincoln National Corporation (LNC)

Institutional ownership in Lincoln National Corporation (LNC) provides valuable insights into the company's stability and investor confidence. Analyzing the major shareholders and their recent activities can help understand the potential direction of the stock and the overall market sentiment towards LNC.

Here's a detailed look at the institutional ownership of Lincoln National Corporation (LNC), focusing on major shareholders, changes in ownership, and the impact these investors have on the company.

Top Institutional Investors

Institutional investors are organizations that invest on behalf of their clients. These can include mutual funds, pension funds, hedge funds, and insurance companies. The top institutional investors in Lincoln National Corporation (LNC) often hold a significant percentage of the company's outstanding shares.

As of the latest available data, the following are some of the top institutional holders of Lincoln National Corporation (LNC):

• The Vanguard Group, Inc.
• BlackRock Fund Advisors
• SSgA Funds Management, Inc.
• Geode Capital Management, LLC
• Northern Trust Corp

These firms manage substantial assets and their investment decisions can significantly influence LNC's stock performance. Data regarding the exact shareholdings and percentages can be found in regulatory filings and financial news sources.

Changes in Ownership

Monitoring changes in institutional ownership can indicate the evolving sentiment towards Lincoln National Corporation (LNC). Increases in ownership suggest growing confidence, while decreases may signal concerns about the company's future performance.

Recent trends in institutional ownership involve tracking which major holders have been increasing or decreasing their positions. For example:

• Increased Stakes: Some institutions may have increased their holdings due to positive earnings reports, strategic initiatives, or favorable industry trends.
• Decreased Stakes: Conversely, others might have reduced their positions in response to market volatility, concerns about LNC's financial health, or shifts in their investment strategies.

These changes are usually disclosed in 13F filings with the Securities and Exchange Commission (SEC), providing a detailed view of institutional investment activity. Examining these filings over time helps in understanding the shifts in investor sentiment.

Impact of Institutional Investors

Institutional investors play a crucial role in Lincoln National Corporation (LNC)’s stock price and overall strategy.

• Stock Price: Large purchases or sales by these institutions can lead to significant price movements. Positive news coupled with increased institutional buying can drive the stock price up, while large sell-offs can exert downward pressure.
• Company Strategy: Institutional investors often engage with company management regarding strategic decisions, influencing corporate governance and long-term planning. Their feedback can drive changes in LNC’s operational strategies and financial policies.

Moreover, a high level of institutional ownership can enhance the company’s credibility and stability, attracting further investment from both institutional and retail investors.

Understanding the dynamics of institutional ownership in Lincoln National Corporation (LNC) is essential for investors looking to make informed decisions. By tracking the major players and their activities, one can gain valuable insights into the potential future performance of the company.

Lincoln National Corporation (LNC) Key Investors and Their Impact on [Company Name]

Understanding the investor profile of Lincoln National Corporation (LNC) provides valuable insights into the company's stability, strategic direction, and potential stock performance. Institutional investors, in particular, play a significant role in influencing company decisions and stock movements.

Institutional Ownership:

Institutional investors hold a substantial stake in Lincoln National Corporation (LNC). As of April 2025, institutional ownership stands at approximately 74% of the company's shares. This high level of institutional ownership suggests that LNC's stock price is sensitive to the trading actions of these large investors.

As of December 31, 2024, 913 institutional owners and shareholders had filed 13D/G or 13F forms with the Securities Exchange Commission (SEC), holding a total of 157,527,638 shares.

Major Shareholders:

The largest shareholders of Lincoln National Corporation (LNC) include:

• Vanguard Group Inc: Holds approximately 19,121,739 shares, representing about 11.22% of the company.
• BlackRock, Inc: Owns around 16,576,739 shares, which is approximately 9.73% of the company.
• State Street Corp: Holds approximately 6,473,499 shares, representing about 3.80% of the company.
• Massachusetts Financial Services Co: Controls approximately 4,757,188 shares, or about 2.79% of the company.
• Morgan Stanley: Possesses approximately 3,891,654 shares, accounting for roughly 2.28% of the company.
• Principal Financial Group Inc: Holds approximately 3,144,649 shares, representing about 1.85% of the company.

These major shareholders can significantly influence Lincoln National Corporation's (LNC) board decisions, given their substantial holdings.

Recent Moves:

Recent activity by notable investors includes:

• Bain Capital's Strategic Investment: In April 2025, Lincoln National Corporation (LNC) announced an $825 million strategic growth investment from Bain Capital, a leading global investment firm. Bain Capital acquired a 9.9% equity stake in Lincoln Financial, purchasing approximately 18.8 million shares at $44.00 per share. This represents a 25% premium to the 30-day volume-weighted average price as of April 8, 2025.

This partnership includes a 10-year, non-exclusive strategic investment management relationship, where Bain Capital will manage various asset classes, including private credit, structured assets, mortgage loans, and private equity.

Institutional Ownership Trends:

Changes in institutional ownership can provide insights into the sentiment of major investors:

Investor Influence:

Institutional investors' decisions can significantly impact Lincoln National Corporation's (LNC) stock price. For instance, if multiple institutions change their view on the stock simultaneously, the share price could drop rapidly.

Activist Investors:

While the provided information does not specifically highlight activist investors, it's important to monitor Schedule 13D filings, which indicate investors intending to actively pursue changes in business strategy. No specific activist investors were mentioned in the search results.

Recent Stock Performance:

As of April 17, 2025, the share price of Lincoln National Corporation (LNC) was $30.27. Previously, on April 19, 2024, the share price was $27.65, representing an increase of 9.48% over that period.

Additional Resources:

For further insights into Lincoln National Corporation (LNC), explore its : Mission Statement, Vision, & Core Values of Lincoln National Corporation (LNC).

Understanding these key investors and their recent activities is crucial for anyone looking to invest in Lincoln National Corporation (LNC).

Lincoln National Corporation (LNC) Market Impact and Investor Sentiment

Understanding investor sentiment and market reactions is crucial for evaluating the potential of any publicly traded company. For Lincoln National Corporation (LNC), several factors influence how investors perceive the company and how the stock market responds to major events.

As of April 17, 2025, LNC's share price was $30.27. Previously, on April 19, 2024, the share price was $27.65, representing a 9.48% increase over that period.

Here's a breakdown of key elements shaping Lincoln National's investor profile:

• Major Shareholders: Lincoln National Corporation (LNC) has 913 institutional owners and shareholders that have filed 13D/G or 13F forms with the Securities Exchange Commission (SEC). These institutions hold a total of 157,527,638 shares.
• Largest shareholders include:
  • Vanguard Group Inc. with 11.22% ownership, holding 19,121,739 shares valued at approximately $574.23 million
  • BlackRock, Inc. with 9.73% ownership, holding 16,576,739 shares valued at approximately $497.80 million
  • State Street Corp holding 6,473,499 shares
  • Massachusetts Financial Services Co holding 4,757,188 shares
  • Morgan Stanley holding 3,891,654 shares
  • Principal Financial Group Inc holding 3,144,649 shares

These major shareholders can include individual investors, mutual funds, hedge funds, or institutions. Filings such as Schedule 13D indicate investors aiming to actively influence the company's strategy, while Schedule 13G suggests a passive investment exceeding 5%.

Institutional ownership reflects significant confidence in Lincoln National. A high percentage of institutional ownership typically reduces stock volatility, as these entities invest for the long term. However, it is also important to consider that a substantial portion of assets under management are invested passively to track indices.

To better gauge sentiment among actively managed funds, investors often look at the put/call ratio. This metric helps overcome the limitations of total institutional ownership, where passively managed funds may skew the overall picture.

Analysts' perspectives provide additional insights into Lincoln National's prospects. According to 11 Wall Street analysts, the consensus rating for Lincoln National is 'Hold'.

The average price target for Lincoln National is $37.44, based on the past 3 months. The highest analyst price target is $46.00, while the lowest forecast is $31.00. The average price target represents a potential increase of 23.69% from the current price of $30.27.

Recent analyst ratings show a mix of opinions:

• Buy Ratings: 4
• Hold Ratings: 19
• Sell Ratings: 2

Overall, the consensus among analysts suggests a neutral outlook on Lincoln National.

Market reactions to company announcements and broader economic trends significantly impact investor sentiment. For instance, Lincoln National reported that it will release its first-quarter 2025 financial results on May 8, accompanied by a conference call for stakeholders.

Recent trends noted in Lincoln National's Market Intel Exchange include:

• The Federal Reserve's stance on interest rates and inflation.
• Potential impacts of policy uncertainty on the economy and markets.
• Analysis of back-to-back gains for the S&P 500.

These insights aim to provide investors with a comprehensive view, helping them make informed decisions amidst changing market conditions.

Here is a table summarizing the analyst ratings and price targets for Lincoln National Corporation:

For further insights into the company's financial standing, consider reading Breaking Down Lincoln National Corporation (LNC) Financial Health: Key Insights for Investors.