LLOEWS CORP
Fire, Marine & Casualty Insurance
- Revenue
- $3.2B
- 9.7% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $8.4B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear197% of net incomeCash flow under 80% of net income
- Dilutive SBCClear1% of revenueOver 10% of revenue
- Payouts exceed cash flowClear26% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear1% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $2.0B | $2.1B | $2.4B | $2.9B | $3.2B | 9.7% |
| Net income | $1.6B | $822M | $1.4B | $1.4B | $1.7B | 18% |
| Operating cash flow | $2.6B | $3.3B | $3.9B | $3.0B | $3.3B | 8.4% |
| Capex | $482M | $660M | $686M | $632M | $579M | 8.4% |
| Stock-based comp | $33M | $34M | $36M | $39M | $41M | 5.1% |
| Buybacks | $1.1B | $729M | $849M | $608M | $806M | 33% |
| Dividends | $65M | $61M | $57M | $55M | $52M | 5.5% |
Deal filings
None.
13D filers
None on file.
Insider trading
No open-market trades in the last 12 months.
Pay vs performance
No pay-versus-performance disclosure yet.