Loews Reports Q4 2025 Earnings Highlights
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Should l Buy L?
Source: seekingalpha
- Earnings Performance: Loews reported a GAAP EPS of $1.94 for Q4 2025, reflecting a 4.0% year-over-year increase, indicating the company's stable profitability and ongoing growth potential.
- Revenue Growth: The company achieved revenue of $4.73 billion in Q4, marking a 4.0% increase from the previous year, which underscores Loews' competitive position and sustained customer demand in the market.
- Book Value Increase: As of December 31, 2025, Loews' book value per share rose to $90.71 from $79.49 in 2024, demonstrating an improvement in asset quality and an enhancement of shareholder equity.
- Financial Health: On December 31, 2025, the parent company reported $3.9 billion in cash and investments against $1.8 billion in debt, showcasing the company's robust financial management and strong liquidity position.
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Analyst Views on L
Wall Street analysts forecast L stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for L is 116.87 USD with a low forecast of 48.74 USD and a high forecast of 185.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
2 Analyst Rating
2 Buy
0 Hold
0 Sell
Moderate Buy
Current: 110.890
Low
48.74
Averages
116.87
High
185.00
Current: 110.890
Low
48.74
Averages
116.87
High
185.00
About L
Loews Corporation is a holding company and has four reportable segments comprised of three individual consolidated operating subsidiaries: CNA Financial Corporation (CNA), Boardwalk Pipeline Partners, LP (Boardwalk Pipelines) and Loews Hotels Holding Corporation (Loews Hotels & Co), and the Corporate segment. CNA is an insurance holding company. CNA's insurance products primarily include commercial property and casualty coverage, including surety. Boardwalk Pipelines is engaged in the business of transportation and storage of natural gas and natural gas liquids, olefins and other hydrocarbons. Boardwalk Pipelines also provides ethane supply and transportation services for industrial customers in Louisiana and Texas. The Loews Hotels segment is engaged in operating a chain of hotels. Loews Hotels & Co, together with its subsidiaries, operates a chain of 25 hotels. The business also specializes in customized mid-and short-run packaging solutions.
About the author

Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
- Earnings Performance: Loews reported a GAAP EPS of $1.94 for Q4 2025, reflecting a 4.0% year-over-year increase, indicating the company's stable profitability and ongoing growth potential.
- Revenue Growth: The company achieved revenue of $4.73 billion in Q4, marking a 4.0% increase from the previous year, which underscores Loews' competitive position and sustained customer demand in the market.
- Book Value Increase: As of December 31, 2025, Loews' book value per share rose to $90.71 from $79.49 in 2024, demonstrating an improvement in asset quality and an enhancement of shareholder equity.
- Financial Health: On December 31, 2025, the parent company reported $3.9 billion in cash and investments against $1.8 billion in debt, showcasing the company's robust financial management and strong liquidity position.
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- Significant Net Income Growth: In Q4 2025, Loews Corporation reported a net income of $402 million, translating to $1.94 per share, which represents a remarkable increase of 115% and 126% compared to $187 million and $0.86 per share in Q4 2024, indicating robust performance across its business segments.
- Annual Performance Improvement: For the full year 2025, net income reached $1.667 billion, or $7.97 per share, marking an 18% and 24% increase from $1.414 billion and $6.41 per share in 2024, reflecting the company's sustained profitability and competitive market position.
- Stock Buyback Program: Loews repurchased 8.9 million shares of common stock for $782 million in 2025, a move that not only enhances earnings per share but also signals the company's confidence in future growth, potentially attracting more investor interest.
- Legal Proceedings Update: The Delaware Supreme Court ruled that Loews breached partnership agreements during its acquisition of minority interests in Boardwalk Pipelines; however, the company secured favorable outcomes in other related lawsuits, demonstrating its robust handling of legal matters.
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- Net Income Growth: In Q4 2025, Loews Corporation reported a net income of $402 million, or $1.94 per share, significantly up from $187 million and $0.86 per share in Q4 2024, indicating strong performance in insurance and investment sectors, which is likely to boost market confidence.
- Share Repurchase Program: Loews repurchased 8.9 million shares of common stock in 2025 for a total cost of $782 million, demonstrating the company's confidence in its stock value and potentially enhancing shareholder returns while improving stock price performance.
- Balance Sheet Improvement: As of December 31, 2025, Loews's book value per share increased to $90.71 from $79.49 in 2024, indicating an improvement in the company's financial health, which may attract more investor interest.
- Segment Performance: CNA Financial's net income was $276 million, showing stability despite unfavorable non-economic charges, and the overall business is expected to enhance profitability through increased underwriting income and investment returns in the future.
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