Brokers Issue Forecasts for Chubb’s Q1 Earnings (NYSE:CB)

Chubb Limited (NYSE:CB) – Analysts at Zacks Research dropped their Q1 2026 earnings estimates for Chubb in a report issued on Thursday, January 29th. Zacks Research analyst Team now expects that the financial services provider will post earnings of $6.40 per share for the quarter, down from their previous forecast of $6.45. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb’s Q2 2026 earnings at $6.39 EPS, Q4 2026 earnings at $7.07 EPS, FY2026 earnings at $25.71 EPS, Q1 2027 earnings at $6.08 EPS, Q2 2027 earnings at $7.39 EPS and Q4 2027 earnings at $7.60 EPS.

A number of other equities analysts have also recently issued reports on CB. Hsbc Global Res upgraded Chubb from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. Deutsche Bank Aktiengesellschaft raised their price target on shares of Chubb from $303.00 to $304.00 and gave the stock a “hold” rating in a report on Monday, November 24th. Citigroup reiterated a “market outperform” rating on shares of Chubb in a report on Friday, January 16th. Bank of America reduced their target price on Chubb from $279.00 to $259.00 and set an “underperform” rating for the company in a research note on Friday, January 16th. Finally, JPMorgan Chase & Co. upped their price target on Chubb from $321.00 to $327.00 and gave the stock a “neutral” rating in a research note on Thursday, October 9th. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Chubb currently has a consensus rating of “Moderate Buy” and a consensus price target of $324.00.

Chubb Stock Up 0.8%

Shares of Chubb stock opened at $306.02 on Friday. The firm has a market cap of $120.43 billion, a price-to-earnings ratio of 12.77, a PEG ratio of 1.94 and a beta of 0.51. The stock’s 50-day moving average is $304.57 and its 200 day moving average is $287.22. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27. Chubb has a one year low of $263.14 and a one year high of $316.94.

Chubb Dividend Announcement

The business also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were paid a dividend of $0.97 per share. The ex-dividend date was Friday, December 12th. This represents a $3.88 dividend on an annualized basis and a yield of 1.3%. Chubb’s payout ratio is 16.19%.

Insider Transactions at Chubb

In related news, EVP Joseph F. Wayland sold 5,830 shares of the stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $297.08, for a total value of $1,731,976.40. Following the completion of the sale, the executive vice president directly owned 60,593 shares of the company’s stock, valued at approximately $18,000,968.44. This represents a 8.78% decrease in their position. The transaction was disclosed in a filing with the SEC, which can be accessed through the SEC website. Also, EVP Timothy Alan Boroughs sold 850 shares of Chubb stock in a transaction on Monday, November 24th. The stock was sold at an average price of $295.19, for a total transaction of $250,911.50. Following the transaction, the executive vice president directly owned 1,585 shares in the company, valued at $467,876.15. This represents a 34.91% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 33,635 shares of company stock valued at $9,970,735 over the last ninety days. 0.77% of the stock is currently owned by insiders.

Institutional Trading of Chubb

Several institutional investors and hedge funds have recently made changes to their positions in the company. Harbor Capital Advisors Inc. grew its position in Chubb by 93.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC grew its holdings in shares of Chubb by 155.6% in the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 56 shares in the last quarter. Ares Financial Consulting LLC purchased a new stake in shares of Chubb during the fourth quarter valued at approximately $32,000. KERR FINANCIAL PLANNING Corp bought a new stake in Chubb during the third quarter worth $31,000. Finally, VSM Wealth Advisory LLC purchased a new position in Chubb in the second quarter worth $32,000. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its Q4 2027 EPS forecast (small upward revision) and increased its Q4 2026 estimate — a sign analysts see stronger seasonal profitability and/or investment income ahead. (Raised FY2026 estimate as well.)
• Positive Sentiment: Zacks published an earnings?preview saying Chubb is likely to deliver a Q4 beat, citing premium growth, investment income and strong retention — this beat expectation is a key reason for investor optimism. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks included Chubb among four insurers expected to outperform estimates this season thanks to retention, pricing discipline and exposure growth — a reminder the company benefits from favorable underwriting dynamics. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Market coverage note highlights recent analyst upgrades and frames Chubb as attractive to long?term, risk?averse investors — supports demand from income/value investors. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: Zacks published a primer on Chubb as a value stock (style/valuation context) — useful background but not an immediate catalyst. Here’s Why Chubb (CB) is a Strong Value Stock
• Neutral Sentiment: Analyst writeups comparing Allstate vs. Chubb and a Q4 outlook deep?dive provide context for positioning and risk/reward but don’t change fundamentals immediately. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround Unveiling Chubb (CB) Q4 Outlook
• Negative Sentiment: Zacks trimmed several near?term quarter EPS forecasts (Q1 2026, Q2 2026, Q1 2027, Q2 2027) by small amounts — these reductions could temper upside if short?term results miss, but revisions are modest vs. the upgraded full?year outlook.

About Chubb

Chubb is a global property and casualty insurance company that underwrites a broad range of commercial and personal insurance products and related services. Its offerings include commercial property and casualty coverage, specialty liability, professional and management liability, cyber and technology insurance, marine and energy, surety, accident and health solutions, and high-net-worth personal lines such as homeowners, auto and valuables protection. Chubb serves businesses, individuals and institutions with tailored underwriting and risk-transfer solutions across multiple industry sectors.

In addition to core underwriting, Chubb provides risk engineering, loss control, claims management and risk consulting services intended to reduce loss severity and help clients manage exposures.