Ready 8-Ks
24
Latest filing
June 1, 2026, 8:00 AM ET
Top materiality
0.85
Event mix
earnings ×9 · leadership ×5 · debt ×4
Sentiment
8 pos · 1 neg · 15 neu
Latest earnings
reported 2026-Q1
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Lincoln National shareholders elect all 10 directors, approve say-on-pay, reject board chair proposal
All 10 director nominees elected; top vote-getter James Morris received 141,173,189 votes for.
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Lincoln Financial Q1: adj. operating EPS $1.66, net loss $1.10; Group Protection record
Net loss available to common stockholders $(211)M ($1.10 diluted EPS); adjusted operating income available to common stockholders $326M ($1.66 diluted EPS).
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Lincoln National EVP Brian Kroll to retire June 1, 2026
Brian Kroll, EVP Head of Retail Life and Annuity Solutions, named executive officer, retiring effective June 1, 2026.
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Lincoln National enters amended $2B credit facility maturing 2031
$2.0B unsecured revolving credit facility (letters of credit and loans) matures March 27, 2031; replaces Dec 2023 agreement.
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Lincoln Financial Q4 adjusted EPS $2.21 vs $1.91 YoY; net income falls to $745M
Q4 adjusted operating income available to common $434M ($2.21/diluted share), up from $332M ($1.91) YoY.
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Lincoln National issues $500M of 5.350% Senior Notes due 2035
$500M aggregate principal, 5.350% interest, semi-annual payments, matures Nov 15, 2035
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Lincoln Financial reports Q3 net income $411M; adj. EPS $2.04, up from prior-year loss
Net income available to common stockholders of $411M ($2.12 diluted EPS) vs prior-year loss of $562M.
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Lincoln Financial Q2 adjusted op income $427M ($2.36/share); Group Protection record margin 12.5%
Net income $688M ($3.80 diluted) vs $884M ($5.11) a year ago; adjusted operating income $427M ($2.36) up from $324M ($1.87).
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Lincoln National upsizes tender offer to $420M; accepts $812.8M in tenders
Increased aggregate offer cap from $375M to $420M; $812.8M aggregate principal tendered as of early deadline.
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Lincoln National amends incentive plan, adds 1.75M shares, cuts board to 10
Shareholders approved Amendment No. 4 to 2020 Incentive Plan, increasing shares by 1.75M to 17.8M.
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Lincoln National issues $500M 2.330% notes due 2030, creates $1B P-Caps facility for 6.792% notes due 2055
Exercised issuance right to exchange $500M 2.330% Senior Notes due 2030 for Treasury strips held by Trust I; notes distributed to 2030 P-Cap holders on May 20.
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Lincoln National launches $375M cash tender offer for eight debt series; replaces P-Caps
Tender offer for eight series of securities, capped at $375M aggregate, $220M sub-cap for subordinated securities.
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Lincoln Financial Q1 net loss $756M, adjusted operating income $280M; announces Bain Capital partnership
Q1 net loss available to common stockholders of $756M ($4.41/diluted share) vs prior-year net income $1.19B.
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Lincoln sells 9.9% stake to Bain Capital for $825M; 10-year asset mgmt pact
Bain Capital buys ~18.8M shares at $44.00/share, a 25% premium to 30-day VWAP.
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Lincoln National elects James Morris to board; board size increased to 11
James Morris elected to the Board effective March 3, 2025; term ends at 2025 annual meeting.
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Lincoln Financial Q4 net income $1.7B, adjusted EPS $1.91; RBC ratio >430%
Q4 net income $1.7B ($9.63/diluted share) vs net loss $1.2B in Q4 2023.
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Director Janet Liang resigns; board size reduced from 11 to 10
Janet Liang resigned from Lincoln National's board effective Jan 30, 2025 to pursue a new employment opportunity.
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Lincoln Financial Q3 adjusted operating income $358M, or $2.06/share; net loss $(562)M on non-economic items
Adjusted operating income $358M ($2.06/diluted); net loss $(562)M ($(3.29)/share) from derivative and market risk benefit changes.
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Lincoln National reduces board size from 12 to 11 members
Board approved amendment to Amended and Restated Bylaws effective September 17, 2024.
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Lincoln National adds CEO to amended severance plan: 2x salary+bonus over 104 weeks
Compensation Committee amended Severance Plan on Aug 22, 2024 to include the CEO as a participant.
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Lincoln Financial Q2 adjusted EPS $1.84, RBC ratio above 420%
Net income $884M ($5.11 diluted); adjusted operating income $319M ($1.84 diluted).
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Lincoln National shareholders approve compensation plan share increase, reject independent chair
Shareholders approved Amendment No. 3 to 2020 Incentive Comp Plan, increasing authorized shares by 4.5M to 16.05M.
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Lincoln National EVP Matthew Grove departs as executive officer; advisor role until year-end
Matthew Grove ceased to be an executive officer effective May 15, 2024.
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Lincoln Financial Q1 adj op income $0.41 vs $1.52 prior; legal accrual $90M, severance $39M
Net income available to common $1.2B ($6.93 dil EPS) driven by $1.1B non-economic market risk benefit gain.