Sentiment · FY2026 Q1
What companies say about each other on earnings calls — extracted verbatim from public transcripts. Mentions from the newest quarter are a Pro feature.
“AM Best upgraded the company’s financial strength rating to A+ from A in December”
Rating agency AM Best upgraded CNA's financial strength rating to A+ from A, reflecting improved insurance performance.
“charge under its $4 billion loss portfolio transfer to National Indemnity Company”
CNA (Loews's insurer) ceded ~$4B of asbestos and environmental reserves to Berkshire Hathaway's National Indemnity via a loss portfolio transfer; a reserve charge accrues under that reinsurance arrangement.
“Loews Hotels now manages and owns a 50% interest in 11 properties with 11,000 rooms at the Universal Orlando Resort”
Loews Hotels runs a 50% joint venture with Comcast's Universal Orlando Resort, now spanning 11 on-site hotels; signals continued expansion of the Universal Orlando destination.
“hotels represent the continuation of a nearly three-decade partnership with Universal and”
Loews Hotels' three new Orlando properties adjacent to Universal's Epic Universe extend a decades-long partnership; Epic Universe's opening supports hotel demand (read-through for Universal/Comcast).
“The completion of these properties marks an important milestone in our successful partnership with Universal, which spans almost three decades and now encompasses 11 hotels with 11,000 rooms. Loews Hotels owns a 50% interest in these properties and manages all 11 of them.”
Loews Hotels' nearly three-decade partnership with Comcast's Universal theme parks now spans 11 hotels and 11,000 rooms, with Loews owning 50% interests and managing all properties, following the opening of three new Orlando hotels tied to Universal's Epic Universe.
“Last month, the hotel company opened the Universal Stella Nova Resort, the first of its three new resort properties adjacent to the soon-to-be-opened Universal Epic Universe theme park in Orlando.”
Loews Hotels' newest Orlando resorts are built adjacent to and benefit from Comcast's Universal Epic Universe theme park expansion, a key growth driver for Loews Hotels' 2025 EBITDA.
“S&P upgraded Boardwalk to BBB flat, and AM Best and Moody’s revised their outlooks on CNA from stable to positive.”
Moody's revised its outlook on Loews subsidiary CNA Financial from stable to positive, a favorable ratings signal on CNA's underwriting and investment performance.
“S&P upgraded Boardwalk to BBB flat, and AM Best and Moody’s revised their outlooks on CNA from stable to positive.”
S&P Global Ratings upgraded Loews subsidiary Boardwalk Pipelines to BBB flat, reflecting improved credit quality from Boardwalk's growing backlog and cash flow.
Loews closed FY2025 with net income of $1,667 million or $7.97 per share compared to $1,414 million or $6.41 in FY2024, as the Boardwalk backlog reached $19.6 billion with nine growth projects under development. CNA received an AM Best upgrade to A+, and Hotels adjusted EBITDA grew 14% driven by Orlando and Arlington. The Delaware Supreme Court ruling on Boardwalk litigation was resolved, and book value per share increased to $90.71. Net written premiums grew 5% for the year with 83% retention.
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
L Loews Corporation | 5 | +2.6% | |
| ALL Allstate | 7 | +4.2% | |
| CB Chubb Limited | 7 | +9.5% | |
| CINF Cincinnati Financial | 7 | +11.6% | |
| ERIE Erie Indemnity | 6 | +2.3% | |
| KMPR Kemper Corporation | 2 | -6.8% | |
| LMND Lemonade, Inc. | 9 | +55.0% | |
| MCY Mercury General Corporation | 8 | +10.5% | |
| PGR Progressive Corporation | 7 | +8.7% | |
| ROOT Root, Inc. | 8 | +12.6% | |
| TRV The Travelers Companies, Inc. | 5 | +1.0% | |
| WRB W. R. Berkley Corporation | 6 | +4.0% |