Goodyear Delivers $105 Million Q4 Profit as Investor Boosts Stake to $15 Million
Key Points
LM Asset Management increased its Goodyear stake by 1,170,000 shares; the estimated transaction value was $9.22 million.
Meanwhile, the quarter-end position value rose $10.90 million, reflecting trading and stock price movement.
The trade represented a 7.29% change in 13F reportable assets under management.
The fund held 1,680,000 shares worth $14.72 million at quarter's end.
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On February 13, 2026, LM Asset Management, Inc. disclosed a buy of The Goodyear Tire & Rubber Company (NASDAQ:GT) shares in its SEC filing, with an estimated trade value of $9.22 million based on quarterly average pricing.
What happened
According to a February 13, 2026, SEC filing, LM Asset Management, Inc. increased its position in The Goodyear Tire & Rubber Company (NASDAQ:GT) by 1,170,000 shares. The estimated value of this trade, based on the average closing price during the fourth quarter of 2025, was $9.22 million. The fund’s Goodyear stake finished the quarter at 1,680,000 shares, with the value rising by $10.90 million from the prior period.
What else to know
- This was a buy, raising Goodyear to 11.64% of LM Asset Management, Inc.'s 13F reportable assets under management.
- Top five holdings after the filing:
- NYSE: VET: $31,433,746 (25% of AUM)
- NYSE: LUMN: $29.04 million (23.2% of AUM)
- NYSEMKT: GTE: $15.65 million (12.5% of AUM)
- NASDAQ: GT: $14.72 million (11.8% of AUM)
- NASDAQ: TSAT: $9.52 million (7.6% of AUM)
- As of February 13, 2026, Goodyear shares were priced at $9.44, up 15.5% over the past year and outperforming the S&P 500 by 3.75 percentage points.
Company overview
| Metric | Value |
|---|---|
| Revenue (TTM) | $18.28 billion |
| Net income (TTM) | ($1.72 billion) |
| Price (as of market close February 13, 2026) | $9.44 |
| One-year price change | 15.5% |
Company snapshot
- The Goodyear Tire & Rubber Company produces and sells a broad range of tires for automobiles, trucks, aircraft, motorcycles, and industrial equipment, alongside retreading services and related automotive products.
- The firm operates a vertically integrated business model encompassing manufacturing, distribution, retail, and service, generating revenue from tire sales, retreading, and maintenance services.
- It serves a global customer base including independent dealers, regional distributors, retail outlets, and commercial fleet operators.
The Goodyear Tire & Rubber Company is a leading global tire manufacturer with significant scale, operating retail outlets and serving customers worldwide. The company leverages a diversified portfolio of brands and a vertically integrated model to capture value across the tire supply chain. Goodyear's established presence and broad distribution network provide a competitive edge in the automotive parts industry.
What this transaction means for investors
Turnarounds are rarely linear, but when operating income hits a seven-year high, investors might want to take notice. Goodyear’s fourth quarter tells a more nuanced story than the headline annual loss suggests. Net sales were $4.9 billion, essentially flat year over year, yet segment operating income rose 9% to $416 million, pushing margin to 8.5%. The Goodyear Forward program delivered $192 million in quarterly benefits and $1.25 billion cumulatively, while divestitures generated $2.3 billion in proceeds largely used to reduce debt.
Full-year numbers look messy because of non-cash charges, including a $1.5 billion deferred tax valuation allowance and a $674 million goodwill impairment, but adjusted net income for 2025 still came in at $136 million, or $0.47 per share.
This portfolio already leans heavily into cyclical names like Vermilion and Lumen, so adding Goodyear deepens that theme. Long-term investors should watch free cash flow consistency and whether the operating margin can hold above 8% without one-time benefits. If Goodyear Forward continues to translate into structural cost savings, today’s valuation could look less like a trap and more like leverage to an industrial rebound
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Jonathan Ponciano has no position in any of the stocks mentioned. The Motley Fool recommends Vermilion Energy. The Motley Fool has a disclosure policy.
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