Lincoln National Corporation

Lincoln National Corporation

Lincoln National Corporation

Overview
Date Founded

1968

Headquarters

150 North Radnor Chester Road, Suite A305, Radnor, PA, 19087, USA

Type of Company

Public

Employees (Worldwide)

11K

Industries

Other Insurance Services
Other Business & Consulting Services
Insurance: Life & Health
IT Consulting & Services
Accounting & Financial Services

Company Description

Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. With headquarters in the Philadelphia region, the operating companies of Lincoln Financial Group had assets under management of $174 billion as of September 30, 2012. Through its affiliated companies, Lincoln Financial Group offers: annuities; life, group life, disability and dental insurance; 401(k) and 403(b) plans; savings plans; and comprehensive financial planning and advisory services

Contact Data
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Executives & Employees

President & Chief Executive Officer

Interim President, Retirement Plan Services

Executive Vice President & Chief Investment Officer

Senior Vice President & General Counsel

Executive Vice President & General Counsel

Chief Risk Officer & Senior Vice President

Chief Accounting Officer & Senior Vice President

Executive Vice President, Chief Financial Officer & Head of Individual Life

Executive Vice President, President of Workplace Solutions & Head of Life & Annuity Operations

Executive Vice President, Chief Information Officer & Head of Digital

Board of Directors

Former President at The University of Texas at Austin

Chairman of the Board & Chief Executive Officer at Southwest Airlines Co.

Director-Public Health Policy Council at Harvard University

President & Chief Executive Officer at Lincoln National Corporation

President at Lachman Associates LLC

Former Founder & Chief Executive Officer at PatrickPittard Advisors LLC

Director, Atlas Leadership Academy at Atlas Holdings LLC

President, Community Banking at Flagstar Bank FSB

President & Chief Executive Officer at Baldwin Richardson Foods Co.

Former Chief Financial Officer & Executive Vice President at Bristol-Myers Squibb Company

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Owners & Shareholders
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Lyrical Asset Management employs a value investment approach. They believe that a portfolio of companies with low valuations relative to their long-term normalized earnings power will outperform the overall market over time. The firm's philosophy is to invest only in businesses that they believe are of high quality. Investments are limited to publicly-traded equity securities and cash equivalents. Clients may impose restrictions on investing in certain securities or types of securities. Each portfolio candidate/stock idea goes through a fundamental research process. This process is designed to develop an understanding of the business, including drivers of growth and profitability, competitive advantages, position and leverage with customers and suppliers, historical and potential business threats/opportunities, and management style, objectives and incentives. Attractive investment ideas are considered for inclusion in the portfolio.

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CIP’s investment philosophy has their key tenets which include fundamentals determine value; information is a commodity; and avoid forecasting inputs. The firm’s investment team uses their internally developed investment model to screen for attractive companies. The model is based in financial theory; it identifies a company’s fair value based on operating and financial fundamentals. For the fundamental analysis, the investment team begins work by analyzing the most attractive names filtering through their proprietary valuation screen. The model is based in financial theory; it identifies a company’s fair value based on operating and financial fundamentals. For the estimation of fair value, CIP’s investment team conducts fundamental research to identify the embedded characteristics that have enabled the company to achieve their long-term profitability and to ensure those characteristics are still in place.

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Scout Investments is an active investment manager which applies bottom-up, repeatable processes that aims to generate positive alpha by applying research-based insights and analysis to portfolio construction. The firm's equity investment teams employ distinct investment philosophies and processes to achieve long-term capital appreciation objectives that are consistent with client goals. They focus on quality, identifying companies that have sound fundamentals, favorable growth prospects, competitive advantages and savvy management teams.

Recent Transactions
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Lincoln National Corporation purchases Lincoln Life Assurance Company of Boston from Liberty Mutual Holding Co., Inc.

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Entercom Communications Corp. purchases Entercom Abe Holdings LLC from Lincoln National Corporation

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Lincoln National Corporation issued USD Common Stock

Insider Transactions
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Transaction Advisors
Accountant

Advised on purchases Lincoln Re from Lincoln National Corporation

Investment Advisor

Advised onThe Lincoln National Life Insurance Company, Lincoln National Corporation purchase Jefferson-Pilot Corp.

Legal Advisor

Advised on purchases Lincoln Re from Lincoln National Corporation

Legal Advisor

Advised onLincoln National Corporation purchases Lincoln Life Assurance Company of Boston from Liberty Mutual Holding Co., Inc.

Attorney

Advised onThe Lincoln National Life Insurance Company, Lincoln National Corporation purchase Jefferson-Pilot Corp.

Legal Advisor

Advised onLincoln National Corporation purchases Lincoln Life Assurance Company of Boston from Liberty Mutual Holding Co., Inc.

Advisors & Consultants
Advisor

Former Partner at Shamrock Holdings, Inc.

Legal Advisor

Partner at Blank Rome LLP

Advisor

Executive Officer at Lincoln Life Flexible Premium Variable Life Account Z

Clients

Voya Financial, Inc. is a retirement, investment, and insurance company, which engages in the provision of financial services. It operates through the following segments: Retirement, Investment Management, and Employee Benefits. The Retirement segment offers tax-deferred, employer-sponsored retirement savings plans and administrative services. The Investment Management segment includes domestic and international fixed income, equity, multi-asset and alternative investment products and solutions. The Employee Benefits segment is comprised of stop loss, group life, voluntary employee-paid, and disability products to mid-sized and large businesses. The company was founded on April 7, 1999 and is headquartered in New York, NY.

Cincinnati Financial, formed in 1968, stands among the nation’s top 25 property casualty insurer groups, based on 2011 direct written premiums. It operates through The Cincinnati Insurance Company, which itself has four insurance subsidiaries, and through two financial services subsidiaries.

The Allstate Corp. engages in the property and casualty insurance business and the sale of life, accident, and health insurance products through its subsidiaries. It operates through following business segments: Allstate Protection, Protection Services, Allstate Life, Allstate Benefits, Allstate Annuities, Discontinued Lines and Coverages, and Corporate and Other. The Allstate Protection segment sells private passenger auto and homeowners insurance through agencies and directly through call centers and the internet. These products are marketed under the Allstate, Encompass and Esurance brand names. The Protection Services segment offers a range of products and services that expand and enhance customer value propositions including SquareTrade, Arity, Allstate Roadside and Allstate Dealer Services. The Allstate Life segment provides traditional, interest-sensitive, and variable life insurance products through Allstate exclusive agencies and exclusive financial specialists. The Allstate Benefits segment gives voluntary benefits products, including life, accident, critical illness, short-term disability, and other health products sold through workplace enrolling independent agents and Allstate exclusive agencies. The Allstate Annuities segment consists of deferred fixed annuities and immediate fixed annuities. The Discontinued Lines and Coverages segment includes results from property and casualty insurance coverage that primarily relates to policies written during the 1960s through the mid-1980s. The Corporate and Other segment comprises of the company's activities and certain non-insurance operations. The company was founded on April 17, 1931 and is headquartered in Northbrook, IL.

Key Stats and Financials As of 2020
Market Capitalization
$13.2B
Total Enterprise Value
$16.7B
Earnings Per Share
$2.57
Revenue
$17.4B
Net Profit
$499M
Total Equity
$22.7B
Enterprise Value / Sales
0.96x
TEVNet Income
33.39x
Debt TEV
0.41x
Total Debt
$6.88B
Three Year Compounded Annual Growth Rate Of Revenue
6.86%
Non-Profit Donations & Grants
$10K - $25K
2018
$1,000 - $4,999
2018
Political Donations
$2,000
2014
$2,000
2014
$2,000
2014
Investments
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Finetre Corp. provides web-based annuity transaction processing services to the financial service industry. It provides annuity sales and servicing. The company was founded in 1997 and is located in Herndon, VA.

Suppliers
Brandywine Realty Trust Trusts & Funds | Philadelphia, Pennsylvania

Brandywine Realty Trust is a real estate investment trust, which engages in owning, leasing, and managing an urban, town centre and suburban office portfolio. Its services include asset management, development and construction, investment, marketing & leasing, property management and tenant. The firm operates through the following business segments: Philadelphia Central Business District, Pennsylvania Suburbs, Metropolitan Washington, Austin & Texas and Other. The Philadelphia Central Business District segment includes properties located in the city of Philadelphia, Pennsylvania. The Pennsylvania Suburbs segment includes properties in Chester, Delaware, and Montgomery counties in the Philadelphia suburbs. The Metropolitan Washington D.C Segment includes properties in the district of Columbia, Northern Virginia and southern Maryland. The Austin, Texas segment includes properties in the City of Austin, Texas. The Other segment includes properties located in Camden County in New Jersey and properties in New Castle County in Delaware. The company was founded by Gerard H. Sweeney in 1986 and is headquartered in Philadelphia, PA.

Swiss RE AG IT Consulting & Services | Zurich, Switzerland

The Swiss Re Group is a leading wholesale provider of reinsurance, insurance and other insurance-based forms of risk transfer. Dealing direct and working through brokers, its global client base consists of insurance companies, mid-to-large-sized corporations and public sector clients. From standard products to tailor-made coverage across all lines of business, Swiss Re deploys its capital strength, expertise and innovation power to enable the risk taking upon which enterprise and progress in society depend.

Primerica, Inc. Investment Services & Portfolio Management | Duluth, GA

Primerica, Inc. engages in the provision of financial products to middle-income households. It operates through the following segments: Term Life Insurance, Investment and Savings Products, and Corporate and Other Distributed Products. The Term Life Insurance segment includes underwriting profits in the in-force book of term life insurance policies. The Investment and Savings Products segment involves retail and managed mutual funds and annuities, and segregated funds. The Corporate and Other Distributed Products segment comprises the revenues and expenses related to discontinued lines of insurance. The company was founded by Arthur L. Williams, Jr. and Angela Williams on February 10, 1977 and is headquartered in Dublin, GA.

Awards & Honors
Rank #205
2016
Fortune Magazine - Fortune 1000 Companies
Sponsored by Fortune Magazine
Rank #205
2016
Fortune Magazine - Fortune 500 Companies
Sponsored by Fortune Magazine
Rank #407
2013
Financial Advisor Magazine - Top RIA Survey
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