Lincoln National Stock Buy Hold or Sell Recommendation
| LNC Stock | USD 28.65 0.08 0.28% |
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Lincoln National is 'Buy'. Macroaxis provides Lincoln National buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding LNC positions. The advice algorithm takes into account all of Lincoln National's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Lincoln National's buy or sell advice are summarized below:
Real Value 27.06 | Target Price 25.58 | Hype Value 28.61 | Market Value 28.65 | Naive Value 27.16 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Lincoln National given historical horizon and risk tolerance towards Lincoln National. When Macroaxis issues a 'buy' or 'sell' recommendation for Lincoln National, the advice is generated through an automated system that utilizes algorithms and statistical models.
Lincoln |
Execute Lincoln National Buy or Sell Advice
The Lincoln recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Lincoln National. Macroaxis does not own or have any residual interests in Lincoln National or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Lincoln National's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Weak | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Below Average | Details | |
Economic Sensitivity | Actively responds to the market | Details | |
Investor Sentiment | Interested | Details | |
Analyst Consensus | Hold | Details | |
Financial Strenth (F Score) | Frail | Details | |
Financial Leverage | Not Rated | Details | |
Reporting Quality (M-Score) | Unlikely Manipulator | Details |
Lincoln National Trading Alerts and Improvement Suggestions
| The company reported the last year's revenue of 14.02 B. Reported Net Loss for the year was (752 M) with loss before taxes, overhead, and interest of (1.73 B). | |
| Lincoln National has about 3.34 B in cash with (2.07 B) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 30.7, which can makes it an attractive takeover target, given it will continue generating positive cash flow. | |
| Lincoln National has a frail financial position based on the latest SEC disclosures | |
| Roughly 74.0% of the company shares are owned by institutional investors | |
| Latest headline from finance.yahoo.com: Maryland CareerQuest Connects Area Students with Training and Education Opportunities for Hands-On Careers |
Lincoln National Returns Distribution Density
The distribution of Lincoln National's historical returns is an attempt to chart the uncertainty of Lincoln National's future price movements. The chart of the probability distribution of Lincoln National daily returns describes the distribution of returns around its average expected value. We use Lincoln National price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Lincoln National returns is essential to provide solid investment advice for Lincoln National.
| Mean Return | 0.11 | Value At Risk | -2.92 | Potential Upside | 3.16 | Standard Deviation | 2.25 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Lincoln National historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Lincoln Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Lincoln National is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Lincoln National backward and forwards among themselves. Lincoln National's institutional investor refers to the entity that pools money to purchase Lincoln National's securities or originates loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Bank Of New York Mellon Corp | 2023-12-31 | 2.4 M | Dimensional Fund Advisors, Inc. | 2023-12-31 | 2.1 M | Charles Schwab Investment Management Inc | 2023-12-31 | 2.1 M | Norges Bank | 2023-12-31 | 2 M | Principal Financial Group Inc | 2023-12-31 | 1.8 M | Two Sigma Advisers, Llc | 2023-12-31 | 1.7 M | Two Sigma Investments Llc | 2023-12-31 | 1.7 M | Marshall Wace Asset Management Ltd | 2023-12-31 | 1.7 M | Aqr Capital Management Llc | 2023-12-31 | 1.3 M | Vanguard Group Inc | 2023-12-31 | 21.7 M | Blackrock Inc | 2023-12-31 | 16.3 M |
Lincoln National Cash Flow Accounts
| 2019 | 2020 | 2021 | 2022 | 2023 | 2024 (projected) | ||
| Change In Cash | 218M | (855M) | 904M | 731M | 22M | 20.9M | |
| Free Cash Flow | (2.7B) | 534M | 151M | 4.0B | (2.1B) | (2.0B) | |
| Depreciation | (409M) | (41M) | (46M) | (74M) | 39M | 41.0M | |
| Other Non Cash Items | (1.1B) | 948M | (113M) | 1.0B | 1.8B | 1.9B | |
| Dividends Paid | 303M | 311M | 319M | 310M | 387M | 242.1M | |
| Net Income | 886M | 499M | 1.4B | (2.2B) | (752M) | (714.4M) | |
| End Period Cash Flow | 2.6B | 1.7B | 2.6B | 3.3B | 3.4B | 2.6B | |
| Change To Netincome | (2.1B) | 435M | (325M) | 1.3B | 1.2B | 1.3B | |
| Investments | (1.9B) | (11.4B) | (7.2B) | (9.4B) | (4.4B) | (4.6B) | |
| Net Borrowings | 394M | 180M | (8M) | (4M) | (4.6M) | (4.4M) |
Lincoln National Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Lincoln National or Insurance sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Lincoln National's price will be affected by overall stock market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Lincoln stock's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | -0.04 | |
β | Beta against NYSE Composite | 1.74 | |
σ | Overall volatility | 2.30 | |
Ir | Information ratio | 0.01 |
Lincoln National Volatility Alert
Lincoln National currently demonstrates below-average downside deviation. It has Information Ratio of 0.01 and Jensen Alpha of -0.04. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Lincoln National's stock risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Lincoln National's stock price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Lincoln National Implied Volatility
Lincoln National's implied volatility exposes the market's sentiment of Lincoln National stock's possible movements over time. However, it does not forecast the overall direction of its price. In a nutshell, if Lincoln National's implied volatility is high, the market thinks the stock has potential for high price swings in either direction. On the other hand, the low implied volatility suggests that Lincoln National stock will not fluctuate a lot when Lincoln National's options are near their expiration.
Lincoln National Fundamentals Vs Peers
Comparing Lincoln National's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Lincoln National's direct or indirect competition across all of the common fundamentals between Lincoln National and the related equities. This way, we can detect undervalued stocks with similar characteristics as Lincoln National or determine the stocks which would be an excellent addition to an existing portfolio. Peer analysis of Lincoln National's fundamental indicators could also be used in its relative valuation, which is a method of valuing Lincoln National by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Lincoln National to competition |
| Fundamentals | Lincoln National | Peer Average |
| Return On Equity | -0.13 | -0.31 |
| Return On Asset | -0.0055 | -0.14 |
| Profit Margin | (0.06) % | (1.27) % |
| Operating Margin | (1.43) % | (5.51) % |
| Current Valuation | (21.8 B) | 16.62 B |
| Shares Outstanding | 170.02 M | 571.82 M |
| Shares Owned By Insiders | 0.20 % | 10.09 % |
| Shares Owned By Institutions | 74.00 % | 39.21 % |
| Number Of Shares Shorted | 3.68 M | 4.71 M |
| Price To Earning | 12.03 X | 28.72 X |
| Price To Book | 0.81 X | 9.51 X |
| Price To Sales | 0.41 X | 11.42 X |
| Revenue | 14.02 B | 9.43 B |
| Gross Profit | (1.73 B) | 27.38 B |
| EBITDA | 39 M | 3.9 B |
| Net Income | (752 M) | 570.98 M |
| Cash And Equivalents | 3.34 B | 2.7 B |
| Cash Per Share | 30.70 X | 5.01 X |
| Total Debt | 6.08 B | 5.32 B |
| Debt To Equity | 3.51 % | 48.70 % |
| Current Ratio | 2.69 X | 2.16 X |
| Book Value Per Share | 34.81 X | 1.93 K |
| Cash Flow From Operations | (2.07 B) | 971.22 M |
| Short Ratio | 1.76 X | 4.00 X |
| Earnings Per Share | (4.92) X | 3.12 X |
| Price To Earnings To Growth | 1.24 X | 4.89 X |
| Target Price | 30.11 | |
| Number Of Employees | 11.02 K | 18.84 K |
| Beta | 1.78 | -0.15 |
| Market Capitalization | 4.88 B | 19.03 B |
| Total Asset | 342.57 B | 29.47 B |
| Retained Earnings | 4.78 B | 9.33 B |
| Annual Yield | 0.06 % |
Note: Acquisition by Deirdre Connelly of 1409 shares of Lincoln National subject to Rule 16b-3 [view details]
Lincoln National Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Lincoln . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Accumulation Distribution | 14217.69 | |||
| Daily Balance Of Power | (0.18) | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 28.55 | |||
| Day Typical Price | 28.58 | |||
| Price Action Indicator | 0.065 | |||
| Period Momentum Indicator | (0.08) | |||
| Relative Strength Index | 59.25 |
About Lincoln National Buy or Sell Advice
When is the right time to buy or sell Lincoln National? Buying financial instruments such as Lincoln Stock isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.| 2021 | 2022 | 2023 | 2024 (projected) | Short and Long Term Debt Total | 6.6B | 6.5B | 6.1B | 3.4B | Total Assets | 387.3B | 334.2B | 342.6B | 359.7B |
Use Investing Ideas to Build Portfolios
In addition to having Lincoln National in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Banks - Regional Thematic Idea Now
Banks - Regional
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Banks - Regional theme has 18 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Banks - Regional Theme or any other thematic opportunities.
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Check out Lincoln National Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. For information on how to trade Lincoln Stock refer to our How to Trade Lincoln Stock guide.You can also try the Content Syndication module to quickly integrate customizable finance content to your own investment portal.
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When running Lincoln National's price analysis, check to measure Lincoln National's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Lincoln National is operating at the current time. Most of Lincoln National's value examination focuses on studying past and present price action to predict the probability of Lincoln National's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Lincoln National's price. Additionally, you may evaluate how the addition of Lincoln National to your portfolios can decrease your overall portfolio volatility.
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Is Lincoln National's industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Lincoln National. If investors know Lincoln will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Lincoln National listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.39) | Dividend Share 1.8 | Earnings Share (4.92) | Revenue Per Share 68.677 | Quarterly Revenue Growth (0.82) |
The market value of Lincoln National is measured differently than its book value, which is the value of Lincoln that is recorded on the company's balance sheet. Investors also form their own opinion of Lincoln National's value that differs from its market value or its book value, called intrinsic value, which is Lincoln National's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Lincoln National's market value can be influenced by many factors that don't directly affect Lincoln National's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Lincoln National's value and its price as these two are different measures arrived at by different means. Investors typically determine if Lincoln National is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Lincoln National's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.