Pulling SEC filings + quote and writing the call…

LOEWS CORP
Next earnings Aug 3, 2026
Last earnings -5.9% on 2026-05-04
Cheap, well-run holding company: CNA insurance, Boardwalk pipelines and steady buybacks at a 13.5x P/E.
Diluted EPS $7.97 · FY2025
Quality fundamentals and an attractive price line up (~110% below fair value) — the rarer case where both the business and the entry look good.
Loews is a diversified holding company whose 2025 results show broad-based strength: net income attributable to Loews rose to $1.67B (+17.9%) on $7.97 diluted EPS (+24.3%), led by CNA Financial ($1,173M) on higher P&C underwriting income and net investment income, with Boardwalk Pipelines ($444M) benefiting from re-contracting at higher rates and completed growth projects. The five-year revenue path ($2.00B in FY2021 to $3.17B in FY2025) and operating cash flow of $3.28B underscore a durable, cash-generative collection of businesses.
Valuation is undemanding for the quality on offer. At $107.28 the stock trades at just 13.5x FY EPS, against a balance sheet carrying $18.7B of stockholders' equity (+9.5%) and $17.4B of retained earnings. Management is returning capital aggressively: $806M of share buybacks (+32.6%) shrank the share count 3.2%, directly amplifying per-share metrics, while the modest $52.0M dividend leaves ample reinvestment flexibility.
AI-generated analysis, produced by our proprietary engine from SEC filing data.
Investment recommendation produced by TENK/calls (tenkcalls.com), Luxembourg. Completed Jun 21, 2026, 4:40 PM ET. Ratings & methodology: definitions · All recommendations to date: track record · Conflicts: disclosures. Not investment advice.
| Line item | FY21 | FY22 | FY23 | FY24 | FY25 |
|---|---|---|---|---|---|
| Revenue | $2.00B | $2.09B | $2.36B | $2.89B | $3.17B |
| Gross profit | — | — | — | — | — |
| Operating income | — | — | — | — | — |
| Net income | $1.56B | $822M | $1.43B | $1.41B | $1.67B |
| Diluted EPS | $6.00 | $3.38 | $6.29 | $6.41 | $7.97 |
| Net margin | 77.9% | 39.4% | 60.8% | 48.9% | 52.5% |
Annual figures from SEC 10-K XBRL filings. Open the filing links below for full statement detail.
Computed from SEC XBRL annual figures + the current quote. EV and ROIC use long-term + current debt where filed; estimates, not investment advice.
Sources: SEC EDGAR (CIK 0000060086, latest 10-Q filed 2026-05-04) · EODHD · Proprietary analysis · as of 6/21/2026, 8:40:53 PM.
Research and education only — not financial advice. TENKis not a registered investment adviser or broker-dealer and gives no personalized advice. Every call is impersonal — identical for all users, generated on a schedule from SEC filings plus a delayed/third-party price feed — may be wrong or out of date, and is not a recommendation to buy or sell any security. The operator and an affiliated trading operation may hold or trade the securities TENK rates; see Disclosures. Past performance does not guarantee future results. Do your own research.
| 2026-06-30 | DAVIDSON CHARLES D Director | Award | 223.00 | |
| 2026-06-30 | DIKER CHARLES M Insider | Award | 102.00 | |
| 2026-06-30 | FRIBOURG PAUL J Director | Award | 223.00 | |
| 2026-06-30 | HARRIS WALTER L Director | Award | 223.00 | |
| 2026-06-30 | Locker Jonathan C Director | Award | 223.00 | |
| 2026-06-30 | Peters Susan Director | Award | 223.00 | |
| 2026-06-30 | Robusto Dino Director | Award | 223.00 | |
| 2026-06-30 | TISCH JAMES S Director | Award | 223.00 |
Source: EODHD. Yield = trailing-12-month dividends ÷ price.
Dates from 8-K (Item 2.02); beat/miss = reported EPS vs consensus (Finnhub, recent quarters); move = prior close → close on/after.
Disclosed under the STOCK Act
Self-reported periodic transaction reports (STOCK Act). Amounts are disclosed ranges; a trade may be a spouse's. Disclosures lag the trade by up to ~45 days. Source: House Clerk + Senate eFD.
Recent news tone vs the market's typical (which skews positive). A soft signal, not a recommendation.