Equities Analysts Set Expectations for Chubb Q3 Earnings

Chubb Limited (NYSE:CB - Free Report) - Analysts at Roth Capital reduced their Q3 2025 earnings estimates for shares of Chubb in a research report issued to clients and investors on Wednesday, July 23rd. Roth Capital analyst H. Fong now expects that the financial services provider will post earnings per share of $6.00 for the quarter, down from their prior estimate of $6.11. The consensus estimate for Chubb's current full-year earnings is $21.52 per share. Roth Capital also issued estimates for Chubb's Q4 2025 earnings at $6.83 EPS and Q4 2026 earnings at $7.43 EPS.

Chubb (NYSE:CB - Get Free Report) last issued its quarterly earnings results on Tuesday, July 22nd. The financial services provider reported $6.14 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of $5.84 by $0.30. The company had revenue of $14.20 billion during the quarter, compared to the consensus estimate of $12.53 billion. Chubb had a return on equity of 12.34% and a net margin of 16.08%. Chubb's revenue was up 6.3% on a year-over-year basis. During the same period last year, the company earned $5.38 earnings per share.

A number of other brokerages also recently issued reports on CB. Morgan Stanley raised their price target on Chubb from $280.00 to $300.00 and gave the stock an "equal weight" rating in a research report on Monday, May 19th. Piper Sandler reiterated a "neutral" rating and set a $283.00 target price (down from $335.00) on shares of Chubb in a research report on Thursday. Barclays downgraded Chubb from an "overweight" rating to an "equal weight" rating and decreased their target price for the stock from $321.00 to $298.00 in a research report on Monday, July 7th. UBS Group lifted their target price on Chubb from $303.00 to $304.00 and gave the stock a "neutral" rating in a research report on Monday, April 28th. Finally, Deutsche Bank Aktiengesellschaft downgraded Chubb from a "buy" rating to a "hold" rating and set a $303.00 target price for the company. in a research report on Tuesday, May 20th. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating, five have given a buy rating and two have issued a strong buy rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of "Moderate Buy" and an average target price of $302.64.

Chubb Trading Down 0.3%

CB traded down $0.90 during trading on Thursday, reaching $269.28. The company had a trading volume of 2,979,052 shares, compared to its average volume of 2,031,676. The stock has a market cap of $107.91 billion, a P/E ratio of 11.88, a PEG ratio of 3.07 and a beta of 0.53. The business has a 50 day simple moving average of $284.54 and a 200-day simple moving average of $282.35. Chubb has a 52 week low of $252.16 and a 52 week high of $306.91. The company has a quick ratio of 0.28, a current ratio of 0.34 and a debt-to-equity ratio of 0.21.

Chubb declared that its Board of Directors has initiated a share buyback plan on Thursday, May 15th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares repurchase plans are usually a sign that the company's management believes its stock is undervalued.

Chubb Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Thursday, July 3rd. Investors of record on Friday, June 13th were issued a $0.97 dividend. This is an increase from Chubb's previous quarterly dividend of $0.91. This represents a $3.88 annualized dividend and a dividend yield of 1.44%. The ex-dividend date was Friday, June 13th. Chubb's payout ratio is presently 17.12%.

Insider Activity

In other news, insider John J. Lupica sold 5,513 shares of the business's stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $290.06, for a total transaction of $1,599,100.78. Following the sale, the insider owned 91,180 shares in the company, valued at approximately $26,447,670.80. The trade was a 5.70% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, COO John W. Keogh sold 9,794 shares of the business's stock in a transaction dated Friday, June 6th. The stock was sold at an average price of $292.99, for a total value of $2,869,544.06. Following the sale, the chief operating officer owned 247,538 shares in the company, valued at $72,526,158.62. The trade was a 3.81% decrease in their position. The disclosure for this sale can be found here. Insiders sold 100,390 shares of company stock valued at $29,163,135 over the last 90 days. 0.77% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Chubb

A number of large investors have recently modified their holdings of the business. Community Bank N.A. lifted its holdings in shares of Chubb by 0.7% during the second quarter. Community Bank N.A. now owns 15,108 shares of the financial services provider's stock worth $4,377,000 after purchasing an additional 109 shares during the period. NorthRock Partners LLC lifted its holdings in shares of Chubb by 56.4% during the second quarter. NorthRock Partners LLC now owns 4,782 shares of the financial services provider's stock worth $1,389,000 after purchasing an additional 1,724 shares during the period. Verdence Capital Advisors LLC lifted its holdings in shares of Chubb by 5.0% during the second quarter. Verdence Capital Advisors LLC now owns 35,147 shares of the financial services provider's stock worth $10,183,000 after purchasing an additional 1,662 shares during the period. Oregon Public Employees Retirement Fund lifted its holdings in shares of Chubb by 0.3% during the second quarter. Oregon Public Employees Retirement Fund now owns 32,129 shares of the financial services provider's stock worth $9,308,000 after purchasing an additional 100 shares during the period. Finally, RoundAngle Advisors LLC lifted its holdings in Chubb by 8.6% in the second quarter. RoundAngle Advisors LLC now owns 4,450 shares of the financial services provider's stock valued at $1,289,000 after acquiring an additional 351 shares during the period. Hedge funds and other institutional investors own 83.81% of the company's stock.

Chubb Company Profile

Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical risk, cyber risk, surety, and casualty; and group accident and health insurance to large, middle market, and small commercial businesses.