RADNOR, Pa.--(BUSINESS WIRE)--Lincoln Financial (NYSE:LNC) announced today that it will report its results for the fourth quarter and full year ended December 31, 2025, at 6:00 a.m. Eastern Time on Thursday, February 12, 2026. A conference call is scheduled for 8:00 a.m. Eastern Time on the same day. Earnings materials, including the 2025 fourth quarter and full year Earnings Release, Earnings Supplement, and Statistical Supplement, will be available on the company's Investor Relations web page at www.linco ...

Core Insights - Prudential Financial Inc. (PRU) shares are trading at a discount compared to the Zacks Multi-line Insurance industry, with a price-to-earnings multiple of 7.62, lower than the industry average of 9.23X, the Finance sector's 17.51X, and the Zacks S&P 500 Composite's 23.44X. The company has a Value Score of A [1] - The market capitalization of Prudential Financial is $39.88 billion, with an average trading volume of 1.63 million shares over the last three months [1] Valuation and Performance - PRU shares closed at $113.33 on Dec. 29, trading above the 50-day and 200-day simple moving averages of $107.88 and $105.65, indicating solid upward momentum [3] - Shares of Prudential Financial have gained 5.5% over the last six months, outperforming the industry's growth of 4.5% [8] Growth Projections - The Zacks Consensus Estimate for Prudential Financial's 2025 earnings per share indicates a year-over-year increase of 14.8%, with estimates for 2026 earnings per share and revenues rising by 2.7% and 0.7%, respectively, from the 2025 estimates [4] - Each of the eight analysts covering PRU has raised earnings estimates for 2025, with the Zacks Consensus Estimate for 2025 and 2026 earnings moving up by 4.2% and 0.4%, respectively, in the past 60 days [10] Strategic Initiatives - Prudential Financial is experiencing strong demand for retirement products, particularly for baby boomers, with projections indicating that nearly 25% of the U.S. population will be 65 years or older by 2050. The company aims to leverage its distribution network and product portfolio to gain a competitive edge [13] - The company is focused on long-term growth through strategic investments, acquisitions, and partnerships in emerging markets, particularly in Japan, Brazil, and Malaysia, which offer significant opportunities despite annuity pressures [7][15] Dividend and Shareholder Returns - Prudential Financial has increased its dividend for the past 16 years, balancing investments for business growth with returning capital to shareholders [16] Analyst Sentiment and Market Position - The average price target from 15 analysts for PRU is $118.33 per share, indicating a potential upside of 3.8% from the last closing price [11] - The company has a VGM Score of B, reflecting attractive value, growth, and momentum compared to peers, and currently holds a Zacks Rank 3 (Hold) [19]

Prudential Financial, Inc. (NYSE:PRU) is included among the Best Stocks for a Dividend Achievers List. Prudential (PRU) Starts at Neutral as Mizuho Launches Broad Insurance Coverage On December 16, Mizuho analyst Yaron Kinar initiated coverage of Prudential Financial, Inc. (NYSE:PRU) with a Neutral rating and a $125 price target. The initiation was part of a broader launch covering 23 companies. This included six life insurers, 11 property and casualty insurers, and six insurance brokers. Mizuho expresse ...

Core Insights - The life insurance industry is focusing on redesigning and repricing products to maintain sales and profitability, with increased automation expected to drive premium growth and efficiency [1][5] - The Federal Reserve's recent interest rate cut to 3.5%-3.75% poses challenges for life insurers as they invest premiums to meet guaranteed obligations [1][3] - The life insurance market is projected to grow, with gross written premiums expected to reach $1.34 trillion by 2025 and $2.5 trillion by 2026 [2][4] Industry Overview - The Zacks Life Insurance industry includes companies providing life insurance and retirement benefits, with a growing demand for protection products driven by an increasing number of baby boomers [2] - Economic growth is fostering confidence in the market, although rising mortality costs may impact profitability [2] Trends Impacting the Industry - Interest rates have been lowered, which may weigh on investment returns for life insurers, but could also relieve pressure on indexed universal life and whole life sales [3] - Product redesigning is leading to a shift away from long-duration term life insurance, with a focus on investment products that offer bundled covers [4] - The adoption of technology is increasing, with insurers leveraging digital platforms and AI to enhance efficiency and reduce operational costs [5] Market Performance - The life insurance industry has underperformed compared to the S&P 500 and the Finance sector, with a year-to-date gain of 4.7% compared to 15% for the Finance sector and 18.6% for the S&P 500 [9] - The industry's current price-to-book (P/B) ratio is 1.89X, significantly lower than the S&P 500's 8.51X and the Finance sector's 4.22X [11] Company Highlights - Jackson Financial (Zacks Rank 1) is expected to grow due to diversified product sales and a strong contribution from Registered Index-Linked Annuities [15][16] - F&G Annuities & Life (Zacks Rank 1) is evolving into a fee-based, higher-margin business, capitalizing on demographic trends and untapped market demand [20] - AIA Group (Zacks Rank 2) benefits from a strong agent force and a shareholder-friendly capital return program, with earnings expected to grow [25] - Manulife Financial (Zacks Rank 2) is well-positioned for growth due to its strong Asia business and investments in digital capabilities [28] - Lincoln National (Zacks Rank 2) is expected to benefit from a recovering Group Protection business and pricing discipline [32]

Core Insights - Lincoln Financial has appointed Nilanjan (Neel) Adhya as Executive Vice President, Chief AI, Data and Analytics Officer, effective January 9, 2026, to enhance AI and data capabilities within the company [1][3] Company Overview - Lincoln Financial operates across four core businesses: annuities, life insurance, group protection, and retirement plan services, serving approximately 17 million customers as of December 31, 2024 [5] - The company reported $347 billion in end-of-period account balances, net of reinsurance, as of September 30, 2025 [5] Leadership Background - Adhya previously served as Chief Digital Officer and Global Head of Digital Platforms and Experiences at BlackRock, where he led AI initiatives and modernized digital strategies [2] - He has 25 years of experience in product and customer-experience driven business transformations, including 16 years at IBM in various leadership roles [4] Strategic Vision - Ellen Cooper, Chairman, President and CEO of Lincoln Financial, emphasized the importance of AI and data in optimizing the company's operating model for future growth [3] - Adhya expressed his commitment to applying AI and data in a disciplined manner to enhance customer experience, improve operational efficiency, and foster innovation [5]

Corebridge Financial Overview - Corebridge Financial, Inc. (NYSE:CRBG) is recognized as one of the 14 Best Up and Coming Dividend Stocks to Buy [1] - The company offers a range of retirement solutions and insurance products, including annuities, life insurance, and retirement plans for institutional clients [5] Recent Performance and Financials - Corebridge reported strong quarterly results, generating $12.3 billion in premiums and deposits, a recent high [3] - The company ended the quarter with $1.8 billion in liquidity, which includes partial proceeds from a variable annuities (VA) reinsurance deal [3] - Corebridge returned $509 million to shareholders during the period, including $381 million in share repurchases, resulting in an 80% year-to-date payout ratio [4] Analyst Insights - Morgan Stanley analyst Bob Huang downgraded Corebridge from Overweight to Equal Weight, lowering the price target from $39 to $33, citing a "less attractive" outlook for the shares [2] - Huang noted that potential Federal Reserve rate cuts could negatively impact the company's base spread income and highlighted fewer near-term catalysts following the completion of the VA reinsurance transaction [2][4] Strategic Changes - The VA reinsurance transaction has simplified Corebridge's structure, improved its risk profile, and strengthened earnings quality while supporting long-term growth potential [4]

Key Takeaways Prudential Financial sees strong retirement product demand and global expansion that support growth. Its investments, acquisitions and emerging-market partnerships aim to build scale for long-term growth. International strength in Japan, Brazil and Malaysia offers key opportunities despite annuity pressures. Prudential Financial Inc. (PRU) shares are trading at a discount compared to the Zacks Multi-line Insurance industry. Its shares are currently trading at a price-to-earnings multiple of 7. ...

Core Viewpoint - MetLife, Inc. (NYSE:MET) is viewed positively by Wall Street despite mixed fiscal Q3 2025 results, with analysts maintaining Buy ratings while adjusting price targets downward [1][2]. Financial Performance - For fiscal Q3 2025, MetLife reported a revenue decrease of 5.85% year-over-year to $17.36 billion, missing expectations by $789.2 million [2]. - The earnings per share (EPS) of $2.37 exceeded estimates by $0.05, indicating strong performance in this area [2][3]. Management Insights - The revenue decline was attributed to significant net investment losses of $325 million and net derivative losses of $929 million [3]. - Despite these losses, adjusted earnings per share increased by 21%, supported by strong variable investment income, broad-based volume growth, and effective expense management [3]. Company Overview - MetLife, Inc. is a global financial services company that offers insurance, annuities, employee benefits, and asset management services to both individual and institutional customers [4].

Core Insights - The CNO Financial Indianapolis Monumental Marathon achieved a record participation of over 17,500 runners, marking its 13th consecutive sellout and establishing itself as a significant event in the national competitive circuit [1][4][11] - Joseph Whelan set a new men's marathon course record with a time of 2:12:29, while Amanda Mosborg won the women's race in 2:32:01, showcasing elite performances [2][6] - The event also saw 14 athletes qualify for the 2028 U.S. Olympic Team Trials, further enhancing its reputation [3] Event Highlights - The marathon featured a new start line on West Street and celebrated the 10th anniversary of CNO Financial Group's title sponsorship [4][10] - Participants represented all 50 states and 22 countries, indicating the event's growing global reach [4][11] - The event included a charity component, with over 240 participants running for various causes, raising funds and awareness [11] Results Overview - Men's Marathon: Joseph Whelan (2:12:29), Ben Decker (2:15:23), Andrew Bowman (2:15:33) [5] - Women's Marathon: Amanda Mosborg (2:32:01), Lucy Dobbs (2:32:42), Anna Benedettini (2:33:12) [6] - Men's Half Marathon: Skylar Stidam (1:02:47), Curtis Eckstein (1:03:06), Alec Basten (1:03:15) [7] - Women's Half Marathon: Carrie Ellwood (1:08:33), Kasandra Parker (1:10:18), Molly Grabill (1:11:00) [8] - Men's 5K: Scott Spaanstra (14:38), Women's 5K: Sammy McClintock (16:17) [8] Future Plans - Plans for the next year's event are already underway, scheduled for November 7, 2026, with registration opening soon [12]

Core Insights - Fidelity National Financial, Inc. reported strong financial results for Q3 2025, with net earnings attributable to common shareholders reaching $358 million, or $1.33 per diluted share, compared to $266 million, or $0.97 per share, in Q3 2024 [2][10] - Adjusted net earnings for the same period were $439 million, or $1.63 per share, up from $356 million, or $1.30 per share, in Q3 2024 [3][10] - The company highlighted robust performance in both its Title and F&G segments, achieving an industry-leading adjusted pre-tax title margin of 17.8% and record assets under management (AUM) of over $71 billion for F&G [5][10] Financial Performance - Total revenue for Q3 2025 was $4.03 billion, an increase from $3.60 billion in Q3 2024, with year-to-date revenue of $10.39 billion compared to $10.06 billion in the previous year [6][10] - The Title Segment generated $2.3 billion in revenue for Q3 2025, an 8% increase from $2.1 billion in Q3 2024, while the F&G Segment reported gross sales of $4.2 billion, up 8% year-over-year [10][11] - The adjusted pre-tax earnings in the Title Segment were $410 million, compared to $323 million in Q3 2024, reflecting strong performance across commercial and refinance operations [21][10] Segment Highlights - The Title Segment contributed $330 million to net earnings in Q3 2025, up from $244 million in Q3 2024, driven by a 34% increase in commercial revenue [10][11] - The F&G Segment's adjusted net earnings were $139 million for Q3 2025, slightly up from $135 million in Q3 2024, with AUM before flow reinsurance growing by 14% year-over-year [10][22] - F&G's strong sales performance was attributed to favorable market conditions and a disciplined expense management strategy, improving the operating expense ratio to 52 basis points [13][10] Shareholder Returns - The company returned $627 million to shareholders in the first nine months of 2025 through share buybacks and dividends, while also investing $150 million in F&G's common equity raise [5][10] - FNF repurchased 631,000 shares for $37.5 million in Q3 2025, at an average price of $59.37 per share, and paid common dividends of $0.50 per share totaling $135 million [10][11]