How Investors May Respond To Lincoln National (LNC) Blending CGDV FIA Launch With FOX Women’s Sports Sponsorship

• Earlier this month, Lincoln Financial introduced the 1 Year Capital Group Dividend Value (CGDV) ETF Participation account within its OptiBlend fixed indexed annuity, marking the first FIA option tied to Capital Group’s actively managed CGDV ETF while also securing a multi-year sponsorship as the inaugural Game Break sponsor of FOX Sports’ Women’s Sports Desk.
• This combination of a differentiated annuity account linked to a large, medalist-rated active ETF and a high-visibility women’s college basketball sponsorship highlights how Lincoln is trying to fuse product innovation with broader brand reach and client engagement.
• We’ll now examine how pairing an exclusive CGDV-linked annuity account with a high-profile FOX Sports sponsorship could shape Lincoln’s investment narrative.

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Lincoln National Investment Narrative Recap

To own Lincoln National, you need to believe the company can stabilize legacy annuity and retirement outflows while rebuilding confidence in its balance sheet and earnings. The CGDV-linked FIA and FOX Sports sponsorship may support brand and distribution momentum, but they do not meaningfully change the near term capital and earnings volatility risk tied to older guarantee-heavy products.

Among recent developments, Lincoln’s universal shelf registration for debt, equity, and hybrid securities stands out, as it increases flexibility to raise capital if needed. In the context of capital strain risk from legacy variable annuities, this added funding capacity could matter for how Lincoln manages future balance sheet needs and supports product innovation such as the new CGDV-linked OptiBlend account.

Yet behind the new products and sponsorships, investors should also be aware of the potential capital strain if equity markets weaken and legacy guarantees...

Read the full narrative on Lincoln National (it's free!)

Lincoln National's narrative projects $21.0 billion revenue and $1.6 billion earnings by 2028. This requires 5.2% yearly revenue growth and about a $0.6 billion earnings increase from $1.0 billion today.

Uncover how Lincoln National's forecasts yield a $44.00 fair value, a 4% downside to its current price.

Exploring Other Perspectives

Three Simply Wall St Community fair value estimates range widely from US$28.99 to US$114.69, showing how differently investors can view Lincoln’s prospects. When you weigh these views against the ongoing capital and earnings volatility risk from legacy variable annuities, it becomes even more important to consider several independent assessments before forming your own view.

Explore 3 other fair value estimates on Lincoln National - why the stock might be worth 37% less than the current price!

Build Your Own Lincoln National Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Lincoln National research is our analysis highlighting 3 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Lincoln National research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Lincoln National's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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