LN

Lincoln National Corporation

LNC · Lincoln National Corporation · Financials

Up next day
5/12
42%
Fell despite growth
4/12
Good earnings ignored
Avg earnings move
±3.1%
typical swing on earnings
Price when beating
-1.6%
avg over 10 beats
Biggest single move
-11.8%
'24.6 · largest reaction

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Even strong results barely move the stock
Up the next day 3 of 10 beats (30%)
Reaction is erratic and hard to predict
Avg -1.6% on a beat, +6.1% on a miss
Big earnings-day moves tend to fade within days
Reversed the day-one move · 67% of last 12
vs Financials sector avg (202 peers)
This
-0.3%
Sector
+0.3%
Avg next-day reaction

Earnings number vs guidance — which drives it?

How often the beat/miss matched the actual price move

This stock reacts more to guidance & expectations than the reported number
Moved opposite to results 9 of last 12 times (75%)
7xBeat but fell
Even a beat sells off if guidance disappoints
2xMissed but rose
Even a miss rebounds if guidance reassures

Earnings timeline · tap a bar for that quarter

Oct 29Before open
'26.9 expectedEst. EPS $2.03
Quarter ended 6/2026
Reported 2026-07-30
Next-day move
-0.9%
After 5 days +1.4%
vs Consensus$1.96$2.24+14.5% beat
EPS
$2.24
YoY -5%
Revenue
$4.5B
YoY +12%
Next-Q guidance
N/A
Price around earnings
vs market -1.6%p+26% run-up before

Earnings trend · last 12 quarters

EPS$2.24YoY -5%
'23.9'26.6
Revenue$4.5BYoY +12%
'23.9'26.6

Price vs earnings · last 12 quarters

UpDown
Bad news out
weak · up ↑
2x17%
Met expectations
good · up ↑
3x25%
Disappointment
weak · down ↓
2x17%
Good earnings ignored
good · down ↓
5x42%
← Weak earningsStrong earnings →

Even on good earnings, the price often fell — earnings poorly reflected · 5 of 12q (42%)

Community · LNC

What do you think of this stock's earnings pattern?

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