LN LNC Lincoln Financial Loading... : Investor Sentiment and Bull/Bear Views

A news wire reports a broad list of price target increases from multiple banks across dozens of stocks, with no explicit directional calls or personal market views expressed.

A potential reinsurance deal to offload reserves would be a significant de-risking event for Lincoln National, likely serving as a positive catalyst for the stock by improving its balance sheet and capital position.

The author has been riding Lincoln National since around $18 and keeps buying, with an average cost of $28.82, citing a good earnings report (EPS $3.8, adjusted operating income $2.21/share). The catalyst is management's plan to retire about $1B of preferred stock by end of next year or early 2028, followed by a dividend increase, assuming no major market downturn. The author notes consistent sell orders capping rallies and wonders if informed sellers or option max-pain dynamics are at work.

The author has been accumulating Lincoln National since around $18 and continues to buy, with an average cost of $28.82, based on a strong earnings report (EPS $3.8, adjusted operating income $2.21/share). The stated catalyst is the company's plan to retire roughly $1B of preferred stock by end of next year or early 2028, after which it intends to increase the dividend. The author acknowledges the plan assumes no major market downturn or catastrophic event, and is puzzled by persistent selling despite the good results.