Loews Corporation (L)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-07-07
$116.95+0.56%
Close 2026-07-07 · 1-day change
Reading L? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track L free→NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-07-07
Reading L? This analysis is rebuilt every market day. Get it tracked free. No credit card.
Track L free→Loews grows earnings steadily with EPS around $1.63 per quarter. Boardwalk Pipelines' EBITDA rose to $360 million, showing solid growth. Loews Hotels boosted adjusted EBITDA 53% to $124 million. The company trades cheap versus peers with a price-to-earnings ratio of 14.9.
Growth could slow if Boardwalk Pipelines or Loews Hotels fail to keep expanding EBITDA. Earnings might weaken if market conditions worsen or if management priorities slip. The company faces competition and economic risks that could pressure profits.
The price is about 5% below our fair value near $122. Analysts expect roughly 6% revenue growth. Our view aligns with this, seeing justified valuation and steady earnings growth.
Breaks if: EBITDA falls below $346 million in any quarter after 2026-Q1
Focus on increasing EBITDA for Boardwalk Pipelines through higher contracting rates and utilization-based revenues.
Stated in 2 of last 2 quarters. Boardwalk Pipelines' EBITDA increased from $346 million in 2025-Q1 to $360 million in 2026-Q1, driven by higher contracting rates and utilization-based revenues. The trajectory shows delivering on this growth priority.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Boardwalk Pipelines' EBITDA increased to $360 million compared to $346 million.”
“Boardwalk Pipelines' EBITDA improved due to higher contracting rates.”
Breaks if: EPS falls below $1.63 per share in next quarter
Breaks if: Adjusted EBITDA falls below $81 million in any quarter after 2026-Q1
Improve Loews Hotels' Adjusted EBITDA through higher equity income from joint ventures and increased room nights.
Stated in 2 of last 2 quarters. Loews Hotels' Adjusted EBITDA rose from $81 million in 2025-Q1 to $124 million in 2026-Q1, a 53% increase, driven by higher equity income from joint ventures. The trajectory indicates strong delivery on this priority.
“Loews Hotels' Adjusted EBITDA increased 53% to $124 million compared to $81 million.”
“Loews Hotels' net income and adjusted EBITDA improved due to higher equity income.”
Breaks if: PE ratio rises above 16.55 for sustained period