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

Employees (Worldwide)

11.4K

Industries

Other Insurance 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

Interim President, Group Protection

Executive Vice President & Chief Investment Officer

Executive Vice President & General Counsel

President & Chief Executive Officer, National Investments & Delaware Management

Chief Accounting Officer & Senior Vice President

Executive Vice President & Chief Digital Officer

President & Chief Executive Officer of Lincoln National Life Insurance

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

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Owners & Shareholders
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LAM 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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CVA is a long-term manager who focuses on capital appreciation with a secondary objective of generating positive income. The firm offers value-equity strategies which are available in three portfolios: large-cap, mid-cap and small-cap. They apply a disciplined and methodical bottom-up stock selection process based on fundamental research and analysis on a company-by-company basis to identify catalysts that the firm believes may indicate upside potential. CVA selects stocks with the most attractive risk/reward prospects and applies an economic overlay to confirm fundamental momentum. The firm chooses companies that it believes are undervalued in the market relative to the industry sector and the company's own valuation history. CVA's portfolio managers incorporates the analyst's recommendation and reasoning with their investment decision.

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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.

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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Entercom Abe Holdings LLC, Lincoln National Corporation purchase Big League Broadcasting LLC

Insider Transactions
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Transaction Advisors
Accountant

Advised on purchases Lincoln Re from Lincoln National Corporation

Investment Advisor

Advised onLincoln National Corporation, The Lincoln National Life Insurance Company 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 onLincoln National Corporation, The Lincoln National Life Insurance Company 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
Legal Advisor

Partner at Blank Rome LLP

Consultant

Executive Vice President & Chief Digital Officer at Lincoln National Corporation

Advisor

Partner at Shamrock Holdings, Inc.

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, Employee Benefits and Individual Life. 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 Individual Life segment provides universal and variable life insurance products. 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.

Athene Holding Ltd. is engages in the provision of retirement services. The firm issues, reinsures and acquires retirement savings products and institutional products. Its products include individual and group annuities. The company was founded by James R. Belardi and Frank L. Gills in May 2009 and is headquartered in Pembroke, Bermuda.

Key Stats and Financials As of 2019
Market Capitalization
$6.94B
Total Enterprise Value
$18.5B
Earnings Per Share
$4.38
Revenue
$17.2B
Net Profit
$886M
Total Equity
$19.7B
Enterprise Value Sales
1.07x
TEVNet Income
20.92x
Debt TEV
0.36x
Total Debt
$6.61B
Three Year Compounded Annual Growth Rate Of Revenue
8.8%
Non-Profit Donations & Grants
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.

Investors
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Former Senior Vice President & Chief Financial Officer at Burgundy Asset Management Ltd.

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Director at DeviceFidelity, Inc.

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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