Email Newsletters

Lincoln Financial posts 3Q profit

Life insurer Lincoln Financial Group, with operations in Hartford, recorded a quarterly profit after posting losses in the past three quarters, helped by a gain from the divestiture of a unit, Reuters reports.

Third-quarter net income rose to $153 million, or 44 cents a share, compared with $148.4 million, or 58 cents a share, in the year-ago quarter when there were fewer shares outstanding, Reuters reports.

The company’s sale of a United Kingdon unit helped offset realized investment losses and a hedging losses related to its sale of variable annuities, a popular retirement product.

Philadelphia-based Lincoln had been hurt in recent quarters by investment losses and a surge in costs for stock market-linked annuities.

ADVERTISEMENT

But its fortunes and those of the life insurance sector as a whole, have shown early signs of stabilization, as investment values and stock markets have risen.

 

Lincoln, along with rival Hartford Financial Services Group Inc., got a helping hand. Both received cash injections from the U.S. Treasury earlier this year. Lincoln received $950 million to help shore up capita and raised additional funds through a share offering.

“These results should make people feel better about LNC,” Hexagon analyst David Havens said in an email after the results. “With a little (actually a lot) of help from Uncle Sam, and a receptive capital market, along with buyers of non-core assets, the company has been able to reposition itself pretty rapidly.”

ADVERTISEMENT

 

On an operating basis, Lincoln’s quarterly profit was $275.5 million, or 84 cents a share, in the quarter compared with $297.8 million, or $1.16 a share a year ago.

 

Analysts on average expected the insurer to earn about 76 cents a share, according to Thomson Reuters I/B/E/S.

ADVERTISEMENT

In the latest quarter, Lincoln recorded realized investment losses of $42 million and also also had a loss of $151 million from its variable annuity hedging program, which it said was in line with expectations.

But these losses were at least partially offset by a $55 million after-tax gain on the sale of Lincoln National (UK) Plc and the ability to free up $15 million it previously set aside to meet commitments on variable annuities it sold, thanks to recovery in equity markets.

 

The company said it is on track to complete the sale of another unit, Delaware Investments, by year end, potentially giving it a boost in the fourth quarter.

Learn more about:
Close the CTA

December Flash Sale! Get 40% off new subscriptions from now until December 19th!