Research Analysts Offer Predictions for Chubb Q1 Earnings

Key Points

• Analysts at William Blair have increased Chubb's Q1 2026 earnings forecast to $5.96 per share, up from the previous estimate of $5.89, while the full-year earnings estimate is set at $21.52 per share.
• Chubb reported a strong performance in its last quarter, with earnings of $6.14 per share and revenue of $14.20 billion, exceeding analysts' expectations significantly.
• Chubb recently declared a quarterly dividend of $0.97 per share, an increase from its previous dividend, and authorized a stock buyback plan worth $5 billion to repurchase up to 4.3% of its shares.

Chubb Limited (NYSE:CB - Free Report) - Research analysts at William Blair upped their Q1 2026 earnings per share estimates for shares of Chubb in a research note issued on Thursday, July 24th. William Blair analyst A. Klauber now forecasts that the financial services provider will earn $5.96 per share for the quarter, up from their previous estimate of $5.89. The consensus estimate for Chubb's current full-year earnings is $21.52 per share. William Blair also issued estimates for Chubb's Q2 2026 earnings at $5.80 EPS, Q3 2026 earnings at $4.96 EPS, Q4 2026 earnings at $6.28 EPS and FY2026 earnings at $23.00 EPS.

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

A number of other analysts have also commented on CB. Wells Fargo & Company cut their price target on Chubb from $285.00 to $267.00 and set an "equal weight" rating on the stock in a research note on Thursday. Jefferies Financial Group boosted their price objective on shares of Chubb from $307.00 to $308.00 and gave the stock a "hold" rating in a research note on Friday, April 11th. Deutsche Bank Aktiengesellschaft lowered 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. Keefe, Bruyette & Woods raised their price objective on Chubb from $314.00 to $324.00 and gave the stock an "outperform" rating in a research report on Wednesday, July 9th. Finally, Evercore ISI set a $312.00 price target on shares of Chubb in a research report on Wednesday, July 23rd. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating, five have issued a buy rating and two have assigned a strong buy rating to the stock. According to data from MarketBeat.com, the company currently has a consensus rating of "Moderate Buy" and an average target price of $303.14.

Chubb Price Performance

Chubb stock traded down $3.28 during mid-day trading on Monday, reaching $265.87. 2,541,489 shares of the company were exchanged, compared to its average volume of 1,991,524. The company has a fifty day simple moving average of $284.54 and a 200-day simple moving average of $282.46. The firm has a market cap of $106.54 billion, a PE ratio of 11.73, a PEG ratio of 3.07 and a beta of 0.53. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.34 and a quick ratio of 0.28. Chubb has a 12 month low of $252.16 and a 12 month high of $306.91.

Chubb announced that its board has initiated a stock repurchase program on Thursday, May 15th that authorizes the company to buyback $5.00 billion in outstanding shares. This buyback authorization authorizes the financial services provider to reacquire up to 4.3% of its stock through open market purchases. Stock buyback programs are typically an indication that the company's board of directors believes its stock is undervalued.

Chubb Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 3rd. Shareholders of record on Friday, June 13th were issued a dividend of $0.97 per share. This is a positive change from Chubb's previous quarterly dividend of $0.91. This represents a $3.88 dividend on an annualized basis and a yield of 1.46%. The ex-dividend date of this dividend was Friday, June 13th. Chubb's payout ratio is currently 17.12%.

Insider Transactions at Chubb

In related news, Director Michael Corbat purchased 425 shares of the firm's stock in a transaction that occurred on Friday, July 25th. The stock was acquired at an average price of $269.80 per share, for a total transaction of $114,665.00. Following the completion of the acquisition, the director owned 2,450 shares of the company's stock, valued at $661,010. This represents a 20.99% increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, COO John W. Keogh sold 9,794 shares of the firm's stock in a transaction on Friday, June 6th. The shares were sold at an average price of $292.99, for a total value of $2,869,544.06. Following the transaction, the chief operating officer owned 247,538 shares in the company, valued at approximately $72,526,158.62. This trade represents a 3.81% decrease in their ownership of the stock. The disclosure for this sale can be found here. Insiders sold a total of 100,390 shares of company stock valued at $29,163,135 over the last ninety days. 0.86% of the stock is currently owned by insiders.

Hedge Funds Weigh In On Chubb

Institutional investors have recently modified their holdings of the business. California Public Employees Retirement System raised its stake in shares of Chubb by 1.1% in the fourth quarter. California Public Employees Retirement System now owns 1,350,381 shares of the financial services provider's stock valued at $373,110,000 after buying an additional 14,610 shares during the period. Canopy Partners LLC boosted its position in Chubb by 94.4% during the fourth quarter. Canopy Partners LLC now owns 4,818 shares of the financial services provider's stock worth $1,331,000 after purchasing an additional 2,340 shares during the period. Legato Capital Management LLC increased its stake in shares of Chubb by 120.9% in the first quarter. Legato Capital Management LLC now owns 10,200 shares of the financial services provider's stock worth $3,080,000 after purchasing an additional 5,582 shares in the last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC raised its position in shares of Chubb by 15.4% in the fourth quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC now owns 2,753,719 shares of the financial services provider's stock valued at $760,853,000 after purchasing an additional 366,559 shares during the period. Finally, Davis Rea LTD. bought a new position in Chubb in the 1st quarter worth approximately $5,117,000. 83.81% of the stock is owned by institutional investors.

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.