Market open · Delayed intraday data · 12:56 PM ET
Last update: Nov 6, 2026, 12:52 PM ET
Lincoln National Corporation
$39.94▲ 1.98% today
Market Open

Why Lincoln National Corporation (LNC) stock moved

Updated Nov 6, 2026

Lincoln National Corporation (LNC) shares rose 2.0% to $39.94 as of November 6, 2026, a modest gain from the prior close of $39.16. BestStocks flagged the session as a major change for LNC. The move is tied to an earnings miss. Below, we break down what changed for LNC, why it matters for investors, how the stock reacted, and the catalysts on the calendar.

What happened

Earnings Miss

Lincoln National Corporation (LNC) reported EPS of $1.72 vs. consensus estimate of $1.96, missing by 12.2% on 2026-11-05. LNC's next earnings report scheduled for 2027-02-11 will be critical to assess whether the company can recover toward consensus expectations.

This summary describes the catalyst and move as first detected on Nov 5, 2026, 10:08 AM EST; the stock has continued trading since, so the current price and percentage move (shown above) may be larger or smaller than the figures here.
Material / EarningsLow confidence
Rel. volume
0.4×
Below Avg
Vs peers
—
No comparable peers
Market cap
$7.6B
New York Stock Exchange
Analyst target
$46
+16.0% vs price
Price chart
Oct 6 – Nov 6
VENNVFNNNNNN$39$41$42Oct 6Oct 14Oct 22Oct 29Nov 6
E earnings
F filing
A analyst
V/N other
click a marker to highlight
Change events — click to jump to details

What it means for Lincoln National Corporation investors

For Lincoln National Corporation investors, the recent signals add up to a bearish shift. On the constructive side: Positive 2.0% session move; Positive price momentum. Weighing against that: Earnings missed expectations; Lincoln National reported Q3 2026 earnings that lagged analyst estimates, driving a 5.87% intraday decline to $39.16 (Zacks). Wall Street's consensus price target sits at $46.33, implying +16.0% upside from $39.94. BestStocks rates the overall signal quality low (54/100). With earnings roughly 97 days out, the next report is the most likely near-term test of the move.

LNC price reaction

LNC last traded at $39.94, up $0.78 (+1.98%) from the previous close of $39.16. The session traded on 0.4× average volume (below avg), so participation was unremarkable. Over the past month the stock has ranged between $39.16 and $42.23, and it currently sits about 25% of the way up that band.

Bullish and bearish analyst opinions on Lincoln National Corporation (LNC)

Latest catalysta bearish counterpoint
The latest catalyst — an earnings miss — a bearish counterpoint that challenges the prevailing bullish analyst view.

The consensus analyst price target on Lincoln National Corporation (LNC) is $46.33, 16.0% above the recent $39.94. Over the past 90 days analysts logged 0 upgrades, 9 maintains, and 0 downgrades. Here is how the bullish and bearish cases on LNC line up.

The bullish case

  • Wall Street's consensus price target of $46.33 implies +16.0% upside from $39.94.
  • The Street's most bullish target is $49.00 (+22.7%).
  • Positive 2.0% session move.
  • Positive price momentum.

The bearish case

  • Earnings missed expectations.
  • Lincoln National reported Q3 2026 earnings that lagged analyst estimates, driving a 5.87% intraday decline to $39.16 (Zacks).
  • Lincoln National Corporation (LNC) fell 4.60% to $39.22 intraday on October 23, 2026, driven by pre-earnings positioning ahead of Q3 results scheduled for October 29, combined with sector-wide pressure on financial and life insurance stocks from fluctuating Treasury yields and cautious pre-election sentiment, according to the web catalyst.
Bull vs bear balanceBearish Shift
BearishNeutralBullish
The latest catalyst moved the balance toward the bears — the hollow tick marks where it sat before.

Weighing both sides, BestStocks' composite read of recent signals is bearish, as the bull-versus-bear meter above shows. This is an educational summary of the bull and bear case, not investment advice.

Analyst price targets and ratings are FMP consensus figures as of Nov 6, 2026; other aggregators may differ. High and low targets show the range of estimates, not forecasts.

Analyst expectations
Consensus target: $46+16.0%
= 9 maintains
JP Morgan maintained Underweight · 2026-10-15
SEC filings watch
10-Q2026-11-05
Quarterly financial results
medium
8-K2026-11-05
Material event — review for impact
high
8-K2026-08-10
Material event — review for impact
high
8-K2026-07-30
Material event — review for impact
high
Peer context
LNC+2.0%

Previous notable changes for LNC

Risk2026-11-05-5.9%via zacks.com ↗
Lincoln National reported Q3 2026 earnings that lagged analyst estimates, driving a 5.87% intraday decline to $39.16 (Zacks). The sell-off occurred on above-average volume of 1.71x the 90-minute normalized rate, signaling meaningful institutional participation in the selloff.
Filings2026-11-05-5.9%
Lincoln National Corporation (LNC) filed a new 8-K on November 5, 2026. We reviewed the filing details, news, and recent corporate actions — the specific event or disclosure triggering the 8-K was not detailed in available audit data.
News2026-11-05-5.9%
LNC reported Q3 2026 earnings with revenue and EPS results compared to Wall Street estimates and year-ago performance.
News2026-11-04-1.5%
D.A. Davidson increased LNC holdings by 134.2% to 46,189 shares in Q3.

In-depth LNC event analyses

Permanent, dated analyses of LNC's most significant sessions.
Upcoming catalysts & outlook
Next earnings
2027-02-11 (est.)
in 97 days
Earnings Release
2027-02-11
High impact
Thesis shift
Bearish Shift
bearish signal
Risk level
High
from change events

Frequently asked questions about LNC

Why did Lincoln National Corporation (LNC) stock move?

LNC rose 2.0% to $39.94. The move is associated with an earnings miss.

How much did LNC stock rise?

LNC gained 1.98% ($0.78) versus the prior close of $39.16, last trading at $39.94 on 0.4× average volume.

When is Lincoln National Corporation's next earnings date?

LNC's next earnings report is estimated for 2027-02-11 — about 97 days away.

What is the analyst price target for LNC?

The consensus analyst price target for LNC is $46.33, about 16.0% above the current $39.94. Over the past 90 days, analysts recorded 0 upgrades, 9 maintains, and 0 downgrades.

How BestStocks tracks LNC

This page is generated automatically by BestStocks' change-detection system after an earnings miss was detected and verified against independent data sources. It draws on 20 tracked change events for LNC, cross-checked against the data sources listed below. Price, volume, and market-capitalization figures are the live intraday quote as of November 6, 2026 and refresh as new information is detected; for companies with multiple share classes, market-cap figures can differ by data source. Analyst price targets and ratings are FMP consensus. This is an educational summary of what changed and why — not personalized investment advice.

Data sources
FMP real-time & historical price dataFMP earnings & estimatesSEC EDGAR filingsAnalyst ratings & price targets (FMP)Earnings calendar (FMP)
Educational research tool — not personalized investment advice. Data may be delayed.