Chubb (NYSE:CB – Free Report) had its price objective increased by Evercore from $347.00 to $349.00 in a research note published on Wednesday morning,MarketScreener reports. Evercore currently has an outperform rating on the financial services provider’s stock.
A number of other brokerages have also issued reports on CB. Mizuho decreased their target price on shares of Chubb from $336.00 to $335.00 and set a “neutral” rating on the stock in a research report on Tuesday, April 14th. Deutsche Bank Aktiengesellschaft raised their target price on shares of Chubb from $304.00 to $330.00 and gave the stock a “hold” rating in a research report on Monday, March 23rd. UBS Group restated a “neutral” rating and set a $340.00 target price on shares of Chubb in a research report on Monday, February 9th. Piper Sandler raised their target price on shares of Chubb from $319.00 to $328.00 and gave the stock a “neutral” rating in a research report on Wednesday. Finally, Keefe, Bruyette & Woods raised their target price on shares of Chubb from $373.00 to $374.00 and gave the stock an “outperform” rating in a research report on Thursday. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, Chubb presently has an average rating of “Hold” and a consensus price target of $348.71.
Check Out Our Latest Stock Analysis on CB
Chubb Price Performance
Chubb (NYSE:CB – Get Free Report) last announced its earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.58 by $0.24. Chubb had a net margin of 18.58% and a return on equity of 14.42%. The firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $13.51 billion. During the same quarter last year, the business earned $3.68 earnings per share. On average, sell-side analysts predict that Chubb will post 26.4 EPS for the current fiscal year.
Chubb Announces Dividend
The business also recently declared a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were issued a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb’s dividend payout ratio (DPR) is 13.70%.
Insider Buying and Selling at Chubb
In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction on Friday, February 6th. The shares were sold at an average price of $331.98, for a total value of $9,234,687.66. Following the transaction, the executive vice president owned 11,810 shares in the company, valued at $3,920,683.80. This trade represents a 70.20% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction on Thursday, March 19th. The shares were sold at an average price of $329.30, for a total transaction of $658,600.00. Following the completion of the transaction, the director owned 25,468 shares in the company, valued at approximately $8,386,612.40. This trade represents a 7.28% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 44,877 shares of company stock worth $14,885,226 in the last quarter. 0.37% of the stock is owned by insiders.
Hedge Funds Weigh In On Chubb
A number of hedge funds have recently made changes to their positions in the stock. Berkshire Hathaway Inc boosted its holdings in shares of Chubb by 9.3% in the 4th quarter. Berkshire Hathaway Inc now owns 34,249,183 shares of the financial services provider’s stock valued at $10,689,855,000 after purchasing an additional 2,916,288 shares during the last quarter. State Street Corp boosted its holdings in shares of Chubb by 0.4% in the 3rd quarter. State Street Corp now owns 17,045,793 shares of the financial services provider’s stock valued at $4,827,852,000 after purchasing an additional 68,553 shares during the last quarter. Price T Rowe Associates Inc. MD raised its stake in shares of Chubb by 25.6% in the 4th quarter. Price T Rowe Associates Inc. MD now owns 14,947,799 shares of the financial services provider’s stock valued at $4,665,508,000 after acquiring an additional 3,049,987 shares during the period. GQG Partners LLC raised its stake in shares of Chubb by 15.2% in the 4th quarter. GQG Partners LLC now owns 12,481,176 shares of the financial services provider’s stock valued at $3,895,627,000 after acquiring an additional 1,647,729 shares during the period. Finally, Ameriprise Financial Inc. raised its stake in shares of Chubb by 9.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider’s stock valued at $1,426,475,000 after acquiring an additional 427,512 shares during the period. Institutional investors and hedge funds own 83.81% of the company’s stock.
Chubb News Summary
Here are the key news stories impacting Chubb this week:
- Positive Sentiment: Q1 core operating income and EPS beat consensus — core operating income of $6.82 per share (EPS beat) and strong revenue growth helped reassure investors on profitability and top-line momentum. Chubb (NYSE:CB) exceeds Q1 CY2026 expectations
- Positive Sentiment: Underwriting and combined-ratio improvement — P&C combined ratio improved to ~84%, underwriting income rose and net premiums written increased across business lines, supporting the durability of core earnings. CB Q1 Earnings & Revenues Beat on Higher Underwriting Profit
- Positive Sentiment: Analyst price-target upgrades — several firms raised targets (Barclays to $375, Citizens JMP to $365) and at least one bullish note highlighted upside potential, which supports the rally. Barclays price target raise
- Neutral Sentiment: Earnings call/transcript available with management commentary — call highlights show strong execution but also candid discussion of market conditions; investors are parsing commentary for signs of sustained rate momentum. Chubb Ltd (CB) Q1 2026 Earnings Call Highlights
- Negative Sentiment: Signs of softening property-insurance market — management and press coverage noted increased competition and declining rates in property segments, which is spooking investors despite the beat. Chubb’s earnings blew past the Street. Here’s why the stock is falling
- Negative Sentiment: GAAP/realized-loss items weighed on headlines — some reports flagged GAAP EPS misses and higher realized losses that create short-term volatility and investor caution. Chubb stock sinks as Q1 GAAP EPS misses
- Negative Sentiment: At least one firm kept a cautious stance — Cantor Fitzgerald reaffirmed a neutral rating with a lower $315 target, highlighting downside risk if market-rate pressure continues. Cantor Fitzgerald rating note
Chubb Company Profile
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.
Further Reading
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