Core Insights - Loews Corp reported a significant increase in net income for Q4 2025, reaching $402 million compared to $187 million in the same quarter last year, and a full-year net income of $1.67 billion, driven by investment gains and corporate segment performance despite weaker results in several operating units [1][6] Financial Performance - Q4 net income per share was $1.94, up from $0.86 in the prior-year period, which had included a $265 million after-tax pension settlement charge at CNA Financial [2] - CNA Financial's net income attributable to Loews, excluding the prior-year pension charge, saw a slight decline due to an unfavorable non-economic charge related to asbestos and environmental pollution loss portfolio transfer, along with lower underwriting income, partially offset by higher net investment income [2] Segment Performance - Boardwalk Pipelines reported lower net income, primarily due to the absence of a $36 million tax benefit recorded in Q4 2024 [3] - Loews Hotels experienced a decline in net income due to a $20 million after-tax asset impairment charge related to the planned replacement of the Arlington Sheraton Hotel [3] - The corporate segment showed improved results year over year, driven by higher investment income from the parent company's trading portfolio [3] Balance Sheet and Shareholder Actions - Book value per share increased to $90.71 at the end of 2025 from $79.49 a year earlier, while book value per share excluding accumulated other comprehensive income rose to $95.89 from $88.18 [4] - The company ended the year with $3.9 billion in cash and investments and $1.8 billion in debt [4] - Loews repurchased 1 million shares in Q4 for $98 million and 8.9 million shares for $782 million during 2025 [5] Stock Performance - Shares of Loews opened up 1.5% at $113, reflecting an increase of about 7% so far this year [5]

Core Insights - Gencom has acquired the 253-room Ritz-Carlton New York, Central Park hotel, marking its third luxury hotel acquisition in New York City within 16 months [1][2] - The acquisition is financed by Banco Inbursa and represents Gencom's 11th collaboration with The Ritz-Carlton brand [1][2] - The hotel features a gastro lounge, spa, and a newly renovated fitness center, with guest rooms designed for luxury and comfort [2][3] Company Strategy - Gencom aims to strengthen its presence in New York City, viewing it as a market with compelling long-term opportunities for luxury assets [2] - The acquisition aligns with Gencom's investment strategy focused on excellence, as stated by the chief investment officer [3] - The Ritz-Carlton New York, Central Park will be integrated into Gencom's hospitality portfolio, which includes other luxury brands [3]

Core Insights - Loews Corporation reported a significant increase in net income for the fourth quarter of 2025, reaching $402 million or $1.94 per share, compared to $187 million or $0.86 per share in the same quarter of 2024, largely due to the absence of a pension settlement charge that impacted the previous year's results [2][5][8]. Consolidated Financial Highlights - For the fourth quarter of 2025, consolidated revenues totaled $4.734 billion, an increase from $4.546 billion in the fourth quarter of 2024 [19]. - The company’s net income attributable to Loews Corporation for the year ended December 31, 2025, was $1.667 billion, or $7.97 per share, compared to $1.414 billion, or $6.41 per share, in 2024 [8][19]. - Book value per share increased to $90.71 as of December 31, 2025, from $79.49 as of December 31, 2024 [4][19]. Segment Performance - CNA Financial's net income attributable to Loews Corporation was $276 million in Q4 2025, a significant increase from $19 million in Q4 2024, excluding the prior year's pension charge [4][5]. - Boardwalk Pipelines reported a decrease in net income to $110 million in Q4 2025 from $145 million in Q4 2024, primarily due to the non-recurrence of a $36 million income tax benefit recorded in the previous year [4][19]. - Loews Hotels & Co experienced a decline in net income to $6 million in Q4 2025 from $27 million in Q4 2024, mainly due to a $20 million asset impairment charge related to hotel renovations [4][19]. Share Repurchase Activity - In 2025, Loews Corporation repurchased a total of 8.9 million shares of its common stock for $782 million, with 1.0 million shares repurchased in Q4 2025 for $98 million [1][17]. Cash and Debt Position - As of December 31, 2025, Loews Corporation held $3.9 billion in cash and investments against $1.8 billion in debt, indicating a strong liquidity position [4].

INVESTOR PRESENTATION February 2026 2025 Q4 Legal Disclaimers 1. See Appendix – "Boardwalk EBITDA" for a reconciliation of net income attributable to Loews to EBITDA, a non-GAAP measure. 2. See page titled "Loews Hotels & Co – Portfolio" for additional information about hotels owned and operated by Loews Hotels & Co. Forward Looking Statements and Risk Factors. The information presented herein is generally available from public sources, including our and our subsidiaries' earnings releases and SEC filings. ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of using platforms like Seeking Alpha for analysis indicates a growing reliance on data-driven insights for investment decisions in both the ASEAN and US markets [1]

A trifecta of key economic releases and earnings from several noteworthy firms will be of interest to market watchers this week. Investors will watch for delayed January jobs data, consumer inflation and retail sales reports in the coming days. The employment and CPI reports. were delayed by a brief government shutdown last week; retail sales data for December was pushed back as a result of the 2025 government shutdown. Traders will also be watching for earnings from Cisco, an artificial intelligence i ...

Core Insights - The logistics sector has seen significant engagement from investors, particularly in the ASEAN and US markets, highlighting its growth potential and diversification opportunities [1] Investment Focus - The company has diversified its investments across various sectors including banking, telecommunications, logistics, and hotels, indicating a strategic approach to portfolio management [1] - The entry into the US market in 2020 reflects a growing interest in international investment opportunities, particularly in sectors like banks, hotels, and logistics [1] Market Trends - The popularity of insurance companies in the Philippines since 2014 suggests a shift in investment preferences among local investors, moving towards more diversified financial products [1] - The trend of investing in blue-chip companies initially has evolved into a broader investment strategy that includes various industries and market capitalizations [1]

Westbrook Partners is selling Ritz-Carlton hotels in New York and Washington, as affluent consumers demonstrate continued willingness to pay up for luxury travel https://t.co/oM1EhyWC2j ...

Company Overview - Ethan Allen Interiors Inc. (ETD) has been under observation for nearly four months, with a shift from a cautious to a more optimistic stance regarding its stock performance [1]. Investment Background - The analyst has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market capitalizations [1]. Market Engagement - The analyst entered the US market in 2020, gaining insights through a relative's trading account before opening their own [1]. - The analyst has been utilizing analyses from Seeking Alpha to compare US market trends with those in the Philippine market since discovering the platform in 2018 [1].

Company Overview - Ethan Allen Interiors Inc. (ETD) has been under observation for nearly four months, with a shift from a cautious to a more optimistic stance regarding its stock performance [1]. Investment Background - The analyst has extensive experience in the logistics sector and stock investing, focusing on ASEAN and NYSE/NASDAQ stocks, particularly in banks, telecommunications, logistics, and hotels [1]. - The analyst began trading in the Philippine stock market in 2014, initially investing in blue-chip companies and later diversifying into various industries and market capitalizations [1]. Market Engagement - The analyst entered the US market in 2020, gaining insights through a relative's trading account before opening their own [1]. - The analyst has been utilizing analyses from Seeking Alpha to compare US market trends with those in the Philippine market since discovering the platform in 2018 [1].