BMO Capital Markets Issues Positive Forecast for Chubb (NYSE:CB) Stock Price

Key Points

• BMO Capital Markets raised its price target on Chubb to $339 (from $326) while keeping a "market perform" rating, and the stock's consensus from analysts remains a Hold with an average target near $349.33.
• Chubb topped Q1 expectations with EPS of $6.82 (vs. $6.58 est.) and revenue of $14.93 billion (vs. $13.51B est.), reflecting strong margins and solid fundamentals that underpin analyst optimism.
• Berkshire Hathaway and other institutions have materially increased positions—Berkshire now owns about 34.25 million shares—and institutional investors hold roughly 83.8% of the stock, signaling significant long‑term backing.

Chubb (NYSE:CB - Get Free Report) had its target price raised by equities research analysts at BMO Capital Markets from $326.00 to $339.00 in a report issued on Friday,MarketScreener reports. The firm currently has a "market perform" rating on the financial services provider's stock. BMO Capital Markets' price target indicates a potential upside of 3.97% from the company's previous close.

Several other brokerages have also weighed in on CB. Deutsche Bank Aktiengesellschaft lifted their price objective on Chubb from $304.00 to $330.00 and gave the stock a "hold" rating in a report on Monday, March 23rd. Wolfe Research increased their target price on shares of Chubb from $372.00 to $373.00 and gave the stock an "outperform" rating in a research report on Monday, April 6th. Bank of America reduced their target price on shares of Chubb from $286.00 to $271.00 and set an "underperform" rating for the company in a research note on Tuesday, April 14th. UBS Group restated a "neutral" rating and set a $340.00 price target on shares of Chubb in a research note on Monday, February 9th. Finally, Mizuho reduced their price objective on shares of Chubb from $336.00 to $335.00 and set a "neutral" rating for the company in a research note on Tuesday, April 14th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has a consensus rating of "Hold" and an average target price of $349.33.

Chubb Stock Performance

Shares of CB stock opened at $326.05 on Friday. The company has a current ratio of 0.34, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20. The firm has a fifty day simple moving average of $329.16 and a two-hundred day simple moving average of $309.81. Chubb has a 12 month low of $264.10 and a 12 month high of $345.67. The firm has a market capitalization of $127.23 billion, a PE ratio of 11.51, a price-to-earnings-growth ratio of 1.69 and a beta of 0.49.

Chubb (NYSE:CB - Get Free Report) last released its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share for the quarter, beating analysts' consensus estimates of $6.58 by $0.24. The firm had revenue of $14.93 billion for the quarter, compared to analyst estimates of $13.51 billion. Chubb had a net margin of 18.58% and a return on equity of 14.30%. During the same period last year, the firm earned $3.68 earnings per share. Analysts forecast that Chubb will post 26.64 EPS for the current fiscal year.

Insider Buying and Selling at Chubb

In related news, EVP Timothy Alan Boroughs sold 27,817 shares of the company's stock in a transaction that occurred on Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the sale, the executive vice president directly owned 11,810 shares of the company's stock, valued at $3,920,683.80. This represents a 70.20% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Evan G. Greenberg sold 15,060 shares of the company's stock in a transaction dated Thursday, February 5th. The stock was sold at an average price of $331.47, for a total value of $4,991,938.20. Following the transaction, the chief executive officer directly owned 511,576 shares of the company's stock, valued at approximately $169,572,096.72. This represents a 2.86% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last quarter, insiders have sold 44,877 shares of company stock worth $14,885,226. 0.37% of the stock is owned by corporate insiders.

Institutional Trading of Chubb

A number of hedge funds and other institutional investors have recently modified their holdings of CB. Berkshire Hathaway Inc grew 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 worth $10,689,855,000 after acquiring an additional 2,916,288 shares during the last quarter. State Street Corp grew its stake in shares of Chubb by 0.4% during the third quarter. State Street Corp now owns 17,045,793 shares of the financial services provider's stock worth $4,827,852,000 after purchasing an additional 68,553 shares during the period. Price T Rowe Associates Inc. MD grew its holdings in shares of Chubb by 25.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,947,799 shares of the financial services provider's stock worth $4,665,508,000 after buying an additional 3,049,987 shares in the last quarter. GQG Partners LLC grew its holdings in Chubb by 15.2% during the fourth quarter. GQG Partners LLC now owns 12,481,176 shares of the financial services provider's stock worth $3,895,627,000 after purchasing an additional 1,647,729 shares during the period. Finally, Ameriprise Financial Inc. raised its position in shares of Chubb by 9.2% in the third quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider's stock valued at $1,426,475,000 after buying an additional 427,512 shares in the last quarter. 83.81% of the stock is owned by hedge funds and other institutional investors.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results and revenue: Chubb beat Q1 expectations with robust revenue growth and better‑than‑expected earnings, and management described profits holding up amid softer market conditions — a clear fundamental positive for insurers. CB Q1 2026 Earnings Call Highlights
• Positive Sentiment: Berkshire / Warren Buffett support: Berkshire Hathaway has a large and growing position in Chubb, underscoring long‑term institutional confidence in Chubb’s diversified business model and shareholder returns, which can support investor sentiment. Chubb Has Warren Buffett’s Confidence
• Positive Sentiment: Analyst upgrades/target raises: Several brokers raised price targets or maintained buy/outperform views (HSBC to $370, Keefe Bruyette & Woods to $374, Evercore to $349), signaling upside potential from analysts who focus on Chubb’s earnings strength. HSBC target raise Keefe Bruyette & Woods target raise Evercore target raise
• Neutral Sentiment: Analyst conflict / mixed coverage: Several articles note conflicting analyst views on Chubb and other financial names, which can increase short‑term volatility even when fundamentals look solid. Analysts Conflicted on These Financial Names
• Neutral Sentiment: Earnings call tone: Management’s call was upbeat on profits but noted softening market conditions — supportive for medium‑term outlook but a caveat for near‑term margin/volume risk. Earnings Call Highlights
• Negative Sentiment: Price‑target cut from Jefferies: Jefferies trimmed its target to $352 and kept a hold rating, which may have weighed on sentiment for traders focused on near‑term technicals; Piper Sandler’s neutral view (target $328) adds to mixed outlook. Jefferies target cut Piper Sandler neutral

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.

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