Zacks Research Issues Pessimistic Outlook for Chubb Earnings

Chubb Limited (NYSE:CB) – Equities researchers at Zacks Research cut their Q3 2026 earnings per share estimates for shares of Chubb in a report released on Tuesday, August 4th. Zacks Research analyst Team now forecasts that the financial services provider will earn $6.19 per share for the quarter, down from their prior estimate of $6.28. The consensus estimate for Chubb’s current full-year earnings is $27.40 per share. Zacks Research also issued estimates for Chubb’s FY2026 earnings at $27.38 EPS, Q1 2027 earnings at $7.20 EPS, Q2 2027 earnings at $7.19 EPS, Q3 2027 earnings at $6.78 EPS, Q4 2027 earnings at $6.97 EPS, FY2027 earnings at $28.14 EPS, Q1 2028 earnings at $7.94 EPS, Q2 2028 earnings at $7.89 EPS and FY2028 earnings at $30.67 EPS.

CB has been the topic of several other research reports. Weiss Ratings raised Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Monday, June 29th. Morgan Stanley increased their price objective on shares of Chubb from $330.00 to $340.00 and gave the company an “equal weight” rating in a report on Monday, July 6th. Bank of America reduced their price objective on shares of Chubb from $286.00 to $271.00 and set an “underperform” rating on the stock in a research report on Tuesday, April 14th. Citizens Jmp reissued a “market outperform” rating and issued a $400.00 target price on shares of Chubb in a report on Wednesday, July 22nd. Finally, Cantor Fitzgerald boosted their target price on shares of Chubb from $318.00 to $337.00 and gave the stock a “neutral” rating in a report on Thursday, July 9th. Two research analysts have rated the stock with a Strong Buy rating, seven have issued a Buy rating, twelve have issued a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $360.09.

Chubb Stock Performance

NYSE:CB opened at $348.31 on Wednesday. The company has a current ratio of 0.29, a quick ratio of 0.29 and a debt-to-equity ratio of 0.22. Chubb has a 12-month low of $265.30 and a 12-month high of $365.91. The stock has a 50-day moving average price of $339.18 and a 200 day moving average price of $329.56. The stock has a market capitalization of $134.38 billion, a P/E ratio of 12.32, a P/E/G ratio of 1.72 and a beta of 0.39.

Chubb (NYSE:CB) last announced its quarterly earnings data on Tuesday, July 21st. The financial services provider reported $7.26 EPS for the quarter, beating the consensus estimate of $6.77 by $0.49. The business had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $15.07 billion. Chubb had a return on equity of 14.47% and a net margin of 18.10%.The business’s revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the business earned $6.14 earnings per share.

Chubb Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 2nd. Investors of record on Friday, June 12th were paid a dividend of $1.02 per share. The ex-dividend date of this dividend was Friday, June 12th. This is a boost from Chubb’s previous quarterly dividend of $0.97. This represents a $4.08 dividend on an annualized basis and a yield of 1.2%. Chubb’s dividend payout ratio is currently 14.43%.

Insider Buying and Selling

In other Chubb news, COO John W. Keogh sold 23,000 shares of the firm’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $321.51, for a total transaction of $7,394,730.00. Following the completion of the transaction, the chief operating officer owned 203,322 shares in the company, valued at $65,370,056.22. This trade represents a 10.16% decrease in their position. The transaction was disclosed in a filing with the SEC, which is available through this link. Also, EVP Joseph F. Wayland sold 8,502 shares of Chubb stock in a transaction that occurred on Tuesday, July 28th. The stock was sold at an average price of $364.54, for a total value of $3,099,319.08. Following the completion of the sale, the executive vice president directly owned 33,749 shares in the company, valued at approximately $12,302,860.46. The trade was a 20.12% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.37% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Chubb

Hedge funds have recently bought and sold shares of the business. Brighton Jones LLC raised its position in shares of Chubb by 12.8% during the 4th quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock valued at $537,000 after buying an additional 221 shares in the last quarter. Revolve Wealth Partners LLC purchased a new position in Chubb in the fourth quarter worth about $205,000. Woodline Partners LP increased its stake in Chubb by 13.0% during the first quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after acquiring an additional 1,449 shares during the last quarter. Sivia Capital Partners LLC increased its stake in Chubb by 14.4% during the second quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock worth $403,000 after acquiring an additional 175 shares during the last quarter. Finally, Sei Investments Co. raised its position in Chubb by 9.3% during the second quarter. Sei Investments Co. now owns 201,226 shares of the financial services provider’s stock valued at $58,305,000 after purchasing an additional 17,155 shares during the period. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised Chubb’s FY2026 EPS estimate to $27.38 from $26.72, lifted Q1 2027 to $7.20 from $7.10, and increased Q3 2027 to $6.78 from $6.58. The firm also raised Q2 2028 EPS to $7.89 from $7.31, Q1 2028 to $7.94 from $7.92, and FY2028 to $30.67 from $29.97. These upgrades indicate improving confidence in Chubb’s longer-term earnings trajectory.
• Positive Sentiment: Chubb’s projected FY2026 earnings of $27.38 are broadly in line with the $27.40 consensus estimate, while the FY2028 forecast implies continued earnings expansion. The outlook supports the investment case built on disciplined underwriting, premium growth and rising investment income.
• Neutral Sentiment: Chubb announced leadership changes in its Westchester wholesale excess and surplus-lines business. Dave Lupica will become executive chairman, while Dave Roberts will serve as division president. The appointments are intended to support continuity and execution but are not expected to materially change near-term financial results. Westchester, a Chubb Company, Announces Key Leadership Appointments
• Neutral Sentiment: Zacks Research lowered its FY2027 EPS estimate to $28.14 from $28.39, reduced Q2 2027 to $7.19 from $7.34, and cut Q4 2027 to $6.97 from $7.37. It also trimmed Q3 2026 to $6.19 from $6.28. The reductions partially offset the longer-term upgrades and point to some uncertainty around intermediate earnings performance.
• Negative Sentiment: A Zacks analysis said Chubb’s growth profile remains solid but cautioned that the stock trades at a premium valuation. That may limit upside unless earnings continue to outperform, leading to a more cautious “hold or buy” debate among investors. Chubb’s Solid Growth Comes With a Premium Valuation

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.