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Loews 8-K Filings

L NYSE

Every 8-K that Loews (L) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.

A 8-K covers material events a company has to report between its quarterly reports, so if you follow L and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full L filings page.

Rhea-AI Summary

Loews Corporation reported second-quarter 2026 net income of $444 million, or $2.16 per share, up from $391 million, or $1.87 per share, a year earlier, a 14% increase driven by improved results at CNA Financial, Boardwalk Pipelines and Loews Hotels. For the first six months of 2026, net income was $781 million, or $3.79 per share, compared with $761 million, or $3.61 per share, in 2025. Consolidated revenues for the quarter were $4.73 billion, up from $4.56 billion.

CNA contributed $294 million of net income as higher investment income and lower investment losses offset weaker Property & Casualty underwriting, with the combined ratio rising to 96.5% and the underlying loss ratio to 64.1%. Boardwalk’s net income increased to $100 million and EBITDA to $279 million on higher gas transportation rates and product sales. Loews Hotels’ net income rose to $48 million and Adjusted EBITDA to $137 million, helped by higher occupancy and room rates, particularly in Orlando and Miami. Book value per share excluding AOCI increased to $99.27, and Loews repurchased 1.4 million shares for $146 million, ending the quarter with $4.4 billion of cash and investments.

Rhea-AI Summary

Loews Corporation reported the results of its 2026 Annual Meeting of Shareholders. Investors elected all nominated directors, with individual candidates generally receiving well over 175 million votes in favor and relatively few votes against, indicating broad support for the current board slate.

Shareholders also approved, on an advisory basis, the compensation of the company’s named executive officers, with 177,208,800 votes for and 8,952,691 against. In addition, they ratified Deloitte & Touche LLP as independent auditor for 2026, with 186,777,192 votes for and 7,033,867 against, confirming continuation of the existing audit relationship.

Rhea-AI Summary

Loews Corporation reported first-quarter 2026 net income of $337 million, or $1.63 per share, down from $370 million, or $1.74 per share, a year earlier. Total revenue was $4.56 billion versus $4.49 billion.

Results were mixed across segments. CNA Financial net income attributable to Loews fell to $194 million from $252 million, as its Property & Casualty combined ratio worsened to 102.2% from 98.4% and underlying combined ratio rose to 94.5% from 92.1%, reflecting higher loss ratios and unfavorable prior-year reserve development, partly offset by stronger net investment income.

Boardwalk Pipelines net income increased to $159 million from $152 million, with EBITDA up to $360 million from $346 million, helped by higher contracting rates and utilization. Boardwalk also completed a $215 million acquisition of Spire Marketing, now Continuum.

Loews Hotels delivered a strong quarter, with net income of $26 million versus break-even and Adjusted EBITDA rising to $124 million from $81 million, driven by higher occupancy and rates at the Universal Orlando Resort properties. Book value per share excluding AOCI increased to $97.20 from $95.89, and Loews ended the quarter with $4.5 billion of parent cash and investments and $1.8 billion of debt, after repurchasing 0.3 million shares for $31 million.

Rhea-AI Summary

Loews Corporation completed a public debt offering of $500,000,000 aggregate principal amount of its 4.940% Senior Notes due 2036. The notes were issued under an existing indenture and sold through an underwriting group led by J.P. Morgan Securities, Barclays Capital, MUFG Securities Americas and Wells Fargo Securities.

Interest on the notes will be paid semi-annually on April 1 and October 1 of each year, starting on October 1, 2026, at a fixed rate of 4.940% per year until April 1, 2036. Loews may redeem the notes before January 1, 2036 at a make-whole price based on a U.S. Treasury rate plus 12.5 basis points, and on or after that date at 100% of principal plus accrued interest.

Rhea-AI Summary

Loews Corporation reported net income of $1,667 million, or $7.97 per share, for 2025, up from $1,414 million, or $6.41 per share, in 2024. Fourth quarter 2025 net income was $402 million, or $1.94 per share, compared to $187 million, or $0.86, a year earlier.

Book value per share rose to $90.71 as of December 31, 2025, and to $95.89 excluding AOCI. The company repurchased 8.9 million shares in 2025 for $782 million. CNA contributed $1,173 million of net income and was upgraded by A.M. Best to an A+ financial strength rating.

Boardwalk Pipelines generated EBITDA of $1,174 million and ended 2025 with a contractual revenue backlog of about $19.6 billion, supported by major growth projects totaling roughly $3.3 billion in projected capital spending. Loews Hotels delivered Adjusted EBITDA of $372 million, helped by new Universal Orlando properties and stronger Arlington performance, despite an impairment and renovation-related headwinds. The company also highlighted ongoing Delaware litigation related to its 2018 Boardwalk acquisition, with certain claims remanded for further proceedings.

Rhea-AI Summary

Loews Corporation announced that two long-serving directors, Ann E. Berman and Charles M. Diker, will retire from its Board of Directors effective as of the company’s 2026 Annual Meeting of Shareholders. Mr. Diker has served on the Board since 2003 and Ms. Berman since 2006, and the Board expressed appreciation for their years of service and contributions.

In connection with these planned retirements, Loews expects to reduce the size of its Board to ten directors. This reflects a planned transition in board composition rather than an immediate change in the company’s operations or strategy.

Rhea-AI Summary

Loews Corporation will expand its Board of Directors from 11 to 12 and elect Dino E. Robusto as a director, effective January 1, 2026.

Robusto served as CEO and Chairman of Loews subsidiary CNA Financial Corporation from 2016 to 2024 and has been CNA’s Executive Chairman since January 1, 2025. His term as Executive Chairman ends December 31, 2025, at which time he will leave the CNA Board of Directors. For 2025 at CNA, his compensation is an annual salary of $6 million, plus a bonus of up to $2 million, determined by CNA’s Compensation Committee.

Rhea-AI Summary

Loews Corporation furnished an 8-K announcing that it issued a press release and posted earnings remarks covering its results of operations for the third quarter of 2025. The materials are provided under Item 2.02 and are included as Exhibit 99.1 (press release) and Exhibit 99.2 (earnings remarks).

The company states these materials are being furnished and shall not be deemed “filed” under the Exchange Act and will not be incorporated by reference into Securities Act documents. The press release and remarks were made available on November 3, 2025.