Lincoln Financial shares surge on Bain Capital partnership

Published 09/04/2025, 13:20
© Reuters.

Investing.com -- Shares of Lincoln Financial (NYSE: LNC) climbed 12% following the announcement of a strategic partnership with Bain Capital, which includes a significant investment and a long-term asset management relationship.

The collaboration was unveiled as Bain Capital agreed to purchase a 9.9% stake in Lincoln Financial for $825 million. This investment is expected to fuel Lincoln's strategic growth initiatives and provide capital for areas of strategic focus. The deal also establishes Bain Capital as a strategic asset management partner for Lincoln, involving a variety of asset classes such as private credit and equity.

Ellen Cooper, Chairman, President, and CEO of Lincoln Financial, expressed confidence that the partnership with Bain Capital will help accelerate the company's strategy and create long-term value for stakeholders. The agreement involves a 10-year strategic investment management relationship, granting Lincoln access to a range of high-quality private asset classes.

The transaction, which is still subject to regulatory approvals, is anticipated to close in the second half of 2025. Lincoln Financial plans to use the growth capital from this deal to expand spread-based earnings, enhance portfolio management, and optimize its legacy life portfolio. The company also aims to reduce its leverage ratio towards a 25% target, leveraging the financial flexibility provided by the transaction.

The definitive agreement for the sale of the equity stake values Lincoln's shares at $44.00 each, representing a 25% premium over the 30-day volume-weighted average price as of April 8, 2025. Bain Capital has agreed to certain restrictions on divesting its ownership stake as part of the terms.

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