Alphinity Investment Management Pty Ltd Purchases 15,356 Shares of Chubb Limited $CB

Key Points

• Alphinity Investment Management increased its stake in Chubb by 121.2% in Q4, purchasing 15,356 shares to hold 28,021 shares valued at approximately $8.746 million.
• Chubb beat expectations in Q1 with $6.82 EPS (vs. ~$6.58) and $14.93 billion in revenue (vs. $13.51B), reporting ~80% higher core operating income, ~74% higher net income, a P&C combined ratio of 84.0%, and consolidated net premiums written up 10.7%.
• Insiders have sold 44,877 shares worth about $14.9 million over the past 90 days (insider ownership 0.37%), while Wall Street's consensus rating is a "Hold" with an average target price of $346.33.

Alphinity Investment Management Pty Ltd raised its position in shares of Chubb Limited (NYSE:CB - Free Report) by 121.2% in the 4th quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 28,021 shares of the financial services provider's stock after purchasing an additional 15,356 shares during the period. Alphinity Investment Management Pty Ltd's holdings in Chubb were worth $8,746,000 as of its most recent filing with the Securities and Exchange Commission.

Other institutional investors and hedge funds have also bought and sold shares of the company. Harbor Capital Advisors Inc. lifted its position in shares of Chubb by 93.6% during the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider's stock worth $26,000 after acquiring an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC lifted its position in shares of Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider's stock worth $26,000 after acquiring an additional 56 shares in the last quarter. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Chubb during the third quarter worth $31,000. Cornerstone Planning Group LLC lifted its position in shares of Chubb by 81.5% during the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider's stock worth $33,000 after acquiring an additional 53 shares in the last quarter. Finally, Financial Consulate Inc. purchased a new stake in shares of Chubb during the third quarter worth $37,000. 83.81% of the stock is owned by institutional investors.

Trending Headlines about Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results materially beat expectations: Chubb reported $6.82 EPS (vs. consensus ~$6.48–6.58) and revenue of $14.93B, topping estimates — a clear earnings and top-line surprise that supports earnings momentum. Chubb (CB) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Operational strength: PR disclosure showed core operating income and net income up ~80% and ~74%, consolidated net premiums written +10.7%, P&C combined ratio 84.0% — improvement in underwriting and premium growth that supports durability of profits. Chubb Reports First Quarter Per Share Net Income and Core Operating Income...
• Positive Sentiment: Upside case from independent model: 24/7 Wall St. publishes a bullish 12‑month target (~$363.54, ~10% upside) citing Chubb’s strong year, which can support investor interest and price appreciation over the next year. Chubb’s Best Year Ever Sets Up a Run to $363.54 in 12 Months
• Neutral Sentiment: Analyst note: JPMorgan raised its price target from $330 to $340 but kept a "neutral" rating — a modest constructive signal but not a definitive buy endorsement. Benzinga
• Neutral Sentiment: Market commentary and momentum coverage (Zacks/other outlets) highlight Chubb as a momentum/value hybrid stock given strong earnings and conservative valuation metrics, which may attract different investor types but not guarantee immediate upside. Here's Why Chubb (CB) is a Strong Momentum Stock
• Negative Sentiment: Valuation debate and mixed signals: commentary questioning whether Chubb is over/undervalued and a neutral analyst stance may limit big near-term upside and encourage some profit-taking despite beats. Is Chubb (CB) Overvalued Or Undervalued After Its Recent Share Price Momentum

Insider Buying and Selling

In related news, Director Olivier Steimer sold 2,000 shares of the firm's stock in a transaction dated Thursday, March 19th. The stock was sold at an average price of $329.30, for a total value of $658,600.00. Following the sale, the director directly owned 25,468 shares of the company's stock, valued at $8,386,612.40. This trade represents a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the firm's stock in a transaction dated Friday, February 6th. The stock was sold at an average price of $331.98, for a total value of $9,234,687.66. Following the completion of the sale, the executive vice president directly owned 11,810 shares in the company, valued at $3,920,683.80. The trade was a 70.20% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders have sold 44,877 shares of company stock valued at $14,885,226 over the last ninety days. 0.37% of the stock is owned by insiders.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on CB shares. Citizens Jmp restated a "market outperform" rating and set a $350.00 target price on shares of Chubb in a research report on Wednesday, February 4th. Raymond James Financial increased their target price on Chubb from $340.00 to $380.00 and gave the stock a "strong-buy" rating in a research report on Monday, February 9th. BMO Capital Markets increased their target price on Chubb from $283.00 to $326.00 and gave the stock a "market perform" rating in a research report on Tuesday, February 10th. UBS Group restated a "neutral" rating and set a $340.00 target price on shares of Chubb in a research report on Monday, February 9th. Finally, Evercore increased their target price on Chubb from $346.00 to $347.00 and gave the stock an "outperform" rating in a research report on Wednesday, February 4th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of "Hold" and an average target price of $346.33.

Chubb Trading Down 0.2%

Shares of CB stock opened at $329.21 on Wednesday. The company has a market capitalization of $128.47 billion, a PE ratio of 12.79, a price-to-earnings-growth ratio of 1.75 and a beta of 0.49. 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 Limited has a 52-week low of $264.10 and a 52-week high of $345.67. The business's fifty day moving average is $329.19 and its 200 day moving average is $309.25.

Chubb (NYSE:CB - Get Free Report) last released its earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, beating analysts' consensus estimates of $6.58 by $0.24. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The business had revenue of $14.93 billion for the quarter, compared to analysts' expectations of $13.51 billion. During the same quarter in the prior year, the firm earned $3.68 earnings per share. On average, equities research analysts anticipate that Chubb Limited will post 26.36 EPS for the current fiscal year.

Chubb Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date of this dividend was Friday, March 13th. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. Chubb's dividend payout ratio (DPR) is presently 15.08%.

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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