LINCOLN NATIONAL CORPLNC

時価総額

$75.7億

PER

退職金・年金・保険サービスの大手。グループ年金契約、固定年金、変額年金と記録管理サービスを展開。2024年にウェルスマネジメント事業を現金723百万ドルで売却、544百万ドルの利益計上。米国中心の展開。

	2010年 12月31日	2011年 12月31日	2012年 12月31日	2013年 12月31日	2014年 12月31日	2015年 12月31日	2016年 12月31日	2017年 12月31日	2018年 12月31日	2019年 12月31日	2020年 12月31日	2021年 12月31日	2022年 12月31日	2023年 12月31日	2024年 12月31日
Fixed maturity available-for-sale securities, at fair value	-	-	-	-	-	-	-	-	-	-	-	-	-	88,738	87,111
Trading securities	-	-	-	-	-	-	-	-	-	4,673	4,501	4,482	3,498	2,359	2,025
Equity securities	-	-	-	-	-	-	-	-	99	103	129	318	427	306	294
Mortgage loans on real estate, net of allowance for credit losses	-	-	-	-	-	-	-	-	-	-	-	-	-	18,963	21,083
Policy loans	2,865	2,884	2,766	2,677	2,670	2,545	2,451	2,399	2,509	2,477	2,426	2,364	2,359	2,476	2,476
Derivative Asset	1,076	3,151	2,652	881	1,860	1,537	927	915	1,107	1,911	3,109	5,437	3,736	6,474	9,677
Other investments	1,038	1,069	1,098	1,218	1,709	1,778	2,230	2,296	2,255	2,994	3,984	4,292	3,739	5,015	6,588
Total investments	83,340	93,130	99,065	95,291	102,967	102,208	106,721	113,089	115,216	133,697	153,956	153,630	131,796	124,331	129,254
Cash and invested cash	-	-	-	-	-	-	-	-	2,345	2,563	1,708	2,612	3,343	3,365	5,801
Deferred acquisition costs, value of business acquired and deferred sales inducements	-	-	-	-	-	-	-	-	-	-	-	-	-	12,397	12,537
Reinsurance recoverables, net of allowance for credit losses	6,527	6,526	6,449	6,041	5,730	5,623	5,265	4,907	17,748	17,100	16,500	20,300	19,900	29,843	28,750
Deposit Assets	-	-	-	-	-	-	-	-	-	-	-	-	-	28,789	30,776
Market risk benefit assets	-	-	-	-	-	-	-	-	-	-	-	-	-	3,894	4,860
Accrued investment income	933	981	1,015	1,029	1,049	1,070	1,062	1,078	1,119	1,148	1,257	1,189	1,253	1,082	1,108
Goodwill	3,019	2,273	2,273	2,273	2,273	2,273	2,273	1,368	1,782	1,778	1,778	1,778	1,144	1,144	1,144
Other assets	3,369	2,536	2,580	2,730	2,845	3,483	5,006	6,082	15,713	16,170	15,960	18,036	20,895	9,311	8,163
Separate Account Asset	84,630	83,477	95,373	117,135	125,265	123,619	128,397	144,219	132,833	153,566	167,965	182,583	143,536	158,257	168,438
Total assets	193,824	202,906	218,869	236,945	253,377	251,937	261,627	281,763	298,147	334,761	365,948	387,301	335,437	372,413	390,831
Policyholder Account Balance	67,599	69,466	72,218	74,548	75,512	77,362	78,903	80,209	91,233	98,018	105,405	111,702	120,800	120,737	126,197
Future contract benefits	16,339	19,813	19,780	17,251	20,057	20,708	21,576	22,887	34,648	36,420	40,814	41,030	42,151	39,864	39,807
Funds withheld reinsurance liabilities	1,149	1,045	940	867	764	638	1,976	1,761	1,740	1,810	1,946	2,118	-	17,641	16,907
Market risk benefit liabilities	-	-	-	-	-	-	-	-	-	-	-	-	-	1,716	1,046
Deferred front-end loads	-	-	-	-	-	-	-	-	-	-	-	-	-	5,901	6,730
Payables for collateral on investments	1,659	3,733	4,181	3,238	4,409	4,657	4,995	4,417	4,805	5,082	6,222	8,946	6,712	8,105	10,020
Debt, Current	351	300	200	501	250	-	-	450	-	300	-	300	500	250	300
Long-term debt	5,399	5,391	5,439	5,320	5,270	5,582	5,345	4,894	5,839	6,067	6,682	6,325	5,955	5,699	5,856
Other liabilities	3,190	4,762	5,139	4,253	5,776	5,565	5,880	5,546	12,696	13,482	13,823	13,819	11,682	7,350	7,261
Separate Account, Liability	84,630	83,477	95,373	117,135	125,265	123,619	128,397	144,219	132,833	153,566	167,965	182,583	143,536	158,257	168,438
Total liabilities	181,018	188,742	203,896	223,493	237,637	238,320	247,149	264,441	283,797	315,072	343,249	367,029	331,336	365,520	382,562
Series C Preferred Stock	-	-	-	-	-	-	-	-	-	-	-	-	493	493	493
Series D Preferred Stock	-	-	-	-	-	-	-	-	-	-	-	-	493	493	493
Preferred stock	-	-	-	-	-	-	-	-	-	-	-	-	-	-	-
Common stock	8,124	7,590	7,121	6,876	6,622	6,298	5,869	5,693	5,392	5,162	5,082	4,735	4,544	4,605	4,674
Retained earnings	3,934	4,126	4,044	5,013	6,022	6,474	7,043	8,399	8,551	8,854	8,686	9,096	6,239	4,778	7,645
Accumulated other comprehensive income (loss)	748	2,448	3,808	1,563	3,096	845	1,566	3,230	407	5,673	8,931	6,441	-7,668	-3,476	-5,036
Total stockholders’ equity	12,806	14,164	14,973	13,452	15,740	13,617	14,478	17,322	14,350	19,689	22,699	20,272	4,101	6,893	8,269
Total liabilities and stockholders’ equity	193,824	202,906	218,869	236,945	253,377	251,937	261,627	281,763	298,147	334,761	365,948	387,301	335,437	372,413	390,831