Chubb (NYSE:CB) Price Target Raised to $374.00

Key Points

• Keefe, Bruyette & Woods raised its target price to $374 (from $373) with an "outperform" rating, implying about 14.59% upside$348.71 and the average rating is "Hold".
• Chubb delivered a Q1 operating beat — EPS of $6.82 vs $6.58 estimated and revenue of $14.93B vs $13.51B — driven by stronger P&C underwriting and a ~84% combined ratio that supports medium‑term earnings power.
• Offsetting positives, investors flagged a softening property‑insurance market and GAAP volatility from realized losses, and insiders have been selling shares recently (including the CEO), which has added short‑term downward pressure on the stock.

Chubb (NYSE:CB - Get Free Report) had its target price hoisted by analysts at Keefe, Bruyette & Woods from $373.00 to $374.00 in a note issued to investors on Thursday,MarketScreener reports. The brokerage presently has an "outperform" rating on the financial services provider's stock. Keefe, Bruyette & Woods' target price suggests a potential upside of 14.59% from the stock's previous close.

Other equities research analysts have also issued reports about the company. Roth Mkm boosted their price objective on Chubb from $330.00 to $360.00 and gave the stock a "buy" rating in a research note on Wednesday, February 4th. Citizens Jmp lifted their price target on Chubb from $350.00 to $365.00 and gave the stock a "market outperform" rating in a research note on Wednesday. JPMorgan Chase & Co. boosted their price target on Chubb from $330.00 to $340.00 and gave the stock a "neutral" rating in a research report on Monday. Mizuho reduced their price objective on Chubb from $336.00 to $335.00 and set a "neutral" rating for the company in a research note on Tuesday, April 14th. Finally, BMO Capital Markets lifted their target price on shares of Chubb from $283.00 to $326.00 and gave the stock a "market perform" rating in a research note on Tuesday, February 10th. One analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company's stock. According to data from MarketBeat.com, the stock has an average rating of "Hold" and a consensus target price of $348.71.

Chubb Price Performance

Shares of NYSE CB opened at $326.38 on Thursday. The firm has a market cap of $127.36 billion, a PE ratio of 11.52, a PEG ratio of 1.75 and a beta of 0.49. The firm has a fifty day moving average of $329.12 and a 200 day moving average of $309.37. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27. Chubb has a one year low of $264.10 and a one year high of $345.67.

Chubb (NYSE:CB - Get Free Report) last posted its quarterly earnings data on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.58 by $0.24. Chubb had a net margin of 18.58% and a return on equity of 14.42%. The business had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $13.51 billion. During the same period last year, the firm posted $3.68 earnings per share. As a group, research analysts predict that Chubb will post 26.4 EPS for the current fiscal year.

Insiders Place Their Bets

In other news, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the transaction, the chief executive officer owned 511,576 shares in the company, valued at $169,572,096.72. The trade was a 2.86% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available at this hyperlink. Also, Director Olivier Steimer sold 2,000 shares of the business's stock in a transaction dated Thursday, March 19th. The shares were sold at an average price of $329.30, for a total transaction of $658,600.00. Following the transaction, the director directly owned 25,468 shares in the company, valued at approximately $8,386,612.40. The trade was a 7.28% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have sold 44,877 shares of company stock valued at $14,885,226. Insiders own 0.37% of the company's stock.

Hedge Funds Weigh In On Chubb

A number of institutional investors have recently bought and sold shares of CB. Berkshire Hathaway Inc grew its stake in shares of Chubb by 15.9% in the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider's stock valued at $8,843,710,000 after buying an additional 4,299,111 shares during the period. Norges Bank purchased a new stake in shares of Chubb during the 4th quarter valued at approximately $1,081,190,000. Price T Rowe Associates Inc. MD lifted its holdings in Chubb by 25.6% in the fourth 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 last quarter. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in Chubb in the fourth quarter valued at approximately $795,378,000. Finally, GQG Partners LLC grew its position in Chubb by 15.2% in 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 acquiring an additional 1,647,729 shares during the period. 83.81% of the stock is owned by hedge funds and other institutional investors.

More Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 operating beat — Chubb reported core operating income and EPS that topped consensus, with consolidated net premiums written up ~10.7%, strong P&C underwriting income and a reported P&C combined ratio of ~84.0%, supporting underlying profitability. Chubb press release
• Positive Sentiment: Underwriting & earnings strength highlighted by analysts and coverage pieces noting improved underwriting income, life investment income and revenue beats — supporting medium-term earnings power. Zacks: CB Q1 Earnings & Revenues Beat
• Positive Sentiment: Some brokers raised targets — Barclays nudged its PT to $375 and Citizens JMP raised its target to $365, signaling that a number of analysts still see upside from current levels. Barclays price-target note
• Neutral Sentiment: Earnings-call and transcript coverage are available for investor review — useful for parsing management’s forward commentary on pricing and exposure but not immediate market-moving facts by themselves. Seeking Alpha: Q1 call transcript TipRanks: earnings-call highlights
• Negative Sentiment: Investor concern over softening property-insurance market — CNBC and other coverage emphasize management comments and market signals that coverage rates are easing, competition is increasing and pricing momentum could slow, which is why the stock fell despite the headline beats. CNBC: Here's why the stock is falling
• Negative Sentiment: GAAP noise and realized losses — some reports note a GAAP EPS miss driven by higher realized losses, which clouds the headline operating beat and raises near-term earnings volatility concerns. Seeking Alpha: GAAP EPS miss
• Negative Sentiment: Mixed analyst signals — Cantor Fitzgerald reaffirmed a neutral rating with a sub-current price target (~$315), adding to short-term pressure from differing sell‑side views. Benzinga: Cantor Fitzgerald note

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.

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