Lincoln Financial Group Eyes 4.3% Q4 Revenue Rise to $4.83B, EPS $1.90
Lincoln Financial Group reported Q3 revenue of $4.78B, up 3.8% year-on-year but missing estimates by 0.7%, with net premiums earned beating and book value per share falling short. Analysts forecast Q4 revenue of $4.83B, up 4.3% YoY, and adjusted earnings of $1.90 per share.
1. Recent Q3 Performance
In Q3, Lincoln Financial Group posted revenue of $4.78 billion, marking a 3.8% year-on-year increase but falling 0.7% short of consensus. The company outpaced estimates on net premiums earned yet registered a notable shortfall in book value per share.
2. Analyst Q4 Estimates
For Q4, analysts project revenue growth of 4.3% to $4.83 billion, compared with the prior-year 135% surge. Adjusted earnings are forecast at $1.90 per share, reflecting moderated top-line momentum and anticipated margin stability.
3. Peer Comparisons
Peer insurers CNO Financial Group delivered 2.4% revenue growth and beat estimates by 1.5%, while Aflac reported flat revenue, missing expectations by 2.9%. CNO shares rose 5.5% and Aflac gained 3.4% on their respective Q4 disclosures.
4. Share Price and Targets
Lincoln Financial shares have declined 5.9% over the past month, underperforming a flat segment trend. The consensus price target stands at $46.75 versus a current share price near $39.39, highlighting potential upside.