Loews (NYSE:L) Reaches New 12-Month High – Still a Buy?

Loews Corporation (NYSE:L)’s stock price hit a new 52-week high on Monday . The company traded as high as $114.90 and last traded at $112.3350, with a volume of 64003 shares traded. The stock had previously closed at $110.89.

Key Stories Impacting Loews

Here are the key news stories impacting Loews this week:

• Positive Sentiment: Loews reported strong Q4 results: net income of $402M, EPS $1.94 and full‑year net income of $1.667B; results beat prior year and drove positive headlines and investor interest. LOEWS CORPORATION REPORTS NET INCOME…
• Positive Sentiment: Management returned capital aggressively in 2025 — repurchasing 8.9M shares for $782M — which supports EPS and can underpin the stock. LOEWS CORPORATION REPORTS NET INCOME…
• Positive Sentiment: Loews declared a quarterly common dividend of $0.0625 per share payable March 10 — a steady cash return that will appeal to income investors. LOEWS CORPORATION ANNOUNCES QUARTERLY DIVIDEND…
• Positive Sentiment: Market coverage and momentum followed the quarter—articles note the stock near range highs and that the quarter has “caught the eye” of investors, supporting short‑term demand. Loews Near Range Highs…
• Neutral Sentiment: Company slide deck and earnings snapshots provide more detail on earnings drivers (investment gains and corporate performance offset unit weakness); useful for modeling but not market-moving by itself. Loews Press Release / Slide Deck
• Negative Sentiment: Underwriting weakness at CNA (Loews’s principal insurance unit) was flagged as a drag on the quarter — Reuters highlights CNA’s underwriting woes, which raise concerns about near‑term insurance earnings volatility. Loews reports quarterly weakness on CNA’s underwriting woes
• Negative Sentiment: Analyst and commentary pieces note 2026 looks mixed with elevated risk: management’s results included one‑time investment gains that may not repeat, leaving forward guidance and insurance cycle exposure as key downside risks. Loews: 2026E Is Looking Mixed…

Wall Street Analyst Weigh In

Separately, Weiss Ratings reaffirmed a “buy (a-)” rating on shares of Loews in a report on Monday, December 29th. One investment analyst has rated the stock with a Strong Buy rating, Based on data from MarketBeat.com, the stock has a consensus rating of “Strong Buy”.

Loews Stock Performance

The company has a market cap of $22.72 billion, a PE ratio of 13.78 and a beta of 0.61. The company has a debt-to-equity ratio of 0.44, a quick ratio of 0.35 and a current ratio of 0.35. The stock’s 50-day simple moving average is $105.15 and its 200 day simple moving average is $101.20.

Loews (NYSE:L) last issued its earnings results on Monday, February 9th. The insurance provider reported $1.94 earnings per share for the quarter. Loews had a net margin of 9.03% and a return on equity of 8.99%. The business had revenue of $4.73 billion for the quarter.

Loews Dividend Announcement

The firm also recently announced a quarterly dividend, which will be paid on Tuesday, March 10th. Shareholders of record on Wednesday, February 25th will be given a dividend of $0.0625 per share. The ex-dividend date is Wednesday, February 25th. This represents a $0.25 annualized dividend and a yield of 0.2%. Loews’s payout ratio is presently 3.13%.

Insider Buying and Selling at Loews

In related news, Director Charles M. Diker sold 1,442 shares of the company’s stock in a transaction on Monday, December 1st. The stock was sold at an average price of $107.93, for a total transaction of $155,635.06. Following the transaction, the director owned 21,594 shares of the company’s stock, valued at $2,330,640.42. This represents a 6.26% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, Director Paul J. Fribourg sold 1,442 shares of the stock in a transaction on Monday, December 1st. The stock was sold at an average price of $108.13, for a total value of $155,923.46. Following the completion of the transaction, the director owned 400 shares of the company’s stock, valued at $43,252. The trade was a 78.28% decrease in their position. The SEC filing for this sale provides additional information. In the last quarter, insiders sold 125,770 shares of company stock worth $13,325,818. 18.70% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Loews

A number of institutional investors and hedge funds have recently made changes to their positions in the stock. TD Asset Management Inc increased its holdings in shares of Loews by 3.9% in the 4th quarter. TD Asset Management Inc now owns 239,991 shares of the insurance provider’s stock valued at $25,273,000 after purchasing an additional 9,094 shares in the last quarter. CIBC Asset Management Inc grew its position in Loews by 13.1% during the fourth quarter. CIBC Asset Management Inc now owns 140,022 shares of the insurance provider’s stock worth $14,733,000 after buying an additional 16,261 shares during the period. Goldman Sachs Group Inc. increased its holdings in Loews by 32.1% in the fourth quarter. Goldman Sachs Group Inc. now owns 3,237,922 shares of the insurance provider’s stock valued at $340,986,000 after buying an additional 786,381 shares in the last quarter. Kesler Norman & Wride LLC purchased a new position in Loews in the fourth quarter valued at about $1,201,000. Finally, AXQ Capital LP lifted its position in shares of Loews by 83.5% during the 4th quarter. AXQ Capital LP now owns 14,980 shares of the insurance provider’s stock valued at $1,578,000 after acquiring an additional 6,816 shares during the period. 58.33% of the stock is owned by institutional investors and hedge funds.

About Loews

Loews Corporation (NYSE: L) is a diversified holding company that owns and operates businesses across insurance, hospitality, energy-related operations and other industrial and investment activities. The company holds controlling and significant minority interests in subsidiaries that run as standalone businesses, with corporate oversight focused on capital allocation, risk management and long-term value creation for shareholders.

One of Loews’ principal businesses is insurance, conducted through CNA Financial, a commercial property and casualty insurer that underwrites a range of business insurance products for corporate and institutional clients.