LNC Lincoln National.

u/erichang · Reddit — r/ValueInvesting · February 13, 2026 at 19:33 · ⬆ 2 pts · 💬 2 comments  | View on Reddit ↗
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Original Reddit post

Author reiterates a long Lincoln National (LNC) position built since $18, citing good earnings and a preferred-stock retirement plan that should enable a dividend increase, while questioning recent selling pressure.

LNC — LONG 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.

I having been riding this train since $18 something. I keep buying and my average cost is now $28.82.

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u/erichang Reddit r/ValueInvesting
Long LNC; preferred retirement to fund dividend
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.
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This Reddit post, published February 13, 2026, features u/erichang discussing LNC. 1 trade idea extracted by AI with direction and confidence scoring.

Speakers: u/erichang  · Tickers: LNC