Chubb Limited $CB Shares Bought by Carnegie Investment Counsel

Key Points

• Carnegie Investment Counsel boosted its stake in Chubb by 10.5% to 155,825 shares, valued at about $48.6 million and representing roughly 0.9% of the firm's portfolio (its 22nd largest holding).
• Insiders sold 44,877 shares (~$14.9 million) over the last quarter, including EVP Timothy Boroughs (27,817 shares) and CEO Evan G. Greenberg (15,060 shares), reducing insider ownership to about 0.77%.
• Chubb beat earnings with Q4 EPS of $7.52 versus $6.33 consensus and reported 8.9% revenue growth YoY; analysts have issued several price-target raises but the consensus rating remains a "Hold" with a $345.33 target.

Carnegie Investment Counsel boosted its stake in shares of Chubb Limited (NYSE:CB - Free Report) by 10.5% during the 4th quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The firm owned 155,825 shares of the financial services provider's stock after buying an additional 14,869 shares during the quarter. Chubb accounts for approximately 0.9% of Carnegie Investment Counsel's portfolio, making the stock its 22nd largest holding. Carnegie Investment Counsel's holdings in Chubb were worth $48,636,000 at the end of the most recent reporting period.

Several other institutional investors and hedge funds also recently added to or reduced their stakes in CB. Harbor Capital Advisors Inc. grew its position in 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 buying an additional 44 shares during the period. Cedar Mountain Advisors LLC grew its position in 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 buying an additional 56 shares during the period. KERR FINANCIAL PLANNING Corp acquired a new position in Chubb during the third quarter worth about $31,000. Cornerstone Planning Group LLC grew its position in 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 buying an additional 53 shares during the period. Finally, Heartwood Wealth Advisors LLC acquired a new position in Chubb during the third quarter worth about $34,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling

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 completion of the transaction, the executive vice president owned 11,810 shares of the company's stock, valued at approximately $3,920,683.80. This represents a 70.20% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, CEO Evan G. Greenberg sold 15,060 shares of the company's stock in a transaction that occurred 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 directly owned 511,576 shares of the company's stock, valued at $169,572,096.72. This trade represents a 2.86% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders sold 44,877 shares of company stock valued at $14,885,226. Insiders own 0.77% of the company's stock.

Chubb Stock Performance

Shares of CB opened at $328.12 on Friday. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27. The company has a market capitalization of $128.04 billion, a price-to-earnings ratio of 12.75, a PEG ratio of 1.77 and a beta of 0.49. The company's 50 day simple moving average is $328.55 and its 200 day simple moving average is $306.49. Chubb Limited has a 1 year low of $264.10 and a 1 year high of $345.67.

Chubb (NYSE:CB - Get Free Report) last announced its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, beating the consensus estimate of $6.33 by $1.19. The business had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The company's quarterly revenue was up 8.9% compared to the same quarter last year. During the same quarter in the prior year, the firm posted $6.02 earnings per share. On average, sell-side analysts predict that Chubb Limited will post 21.52 EPS for the current year.

Chubb Dividend Announcement

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

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised near- and medium-term EPS forecasts (multiple Q4/FY lifts, including FY2026–FY2028) — the revisions point to stronger earnings power that can support higher share prices. Zacks: Chubb ascends
• Positive Sentiment: Several brokers/analysts have lifted price targets and flagged upside (AmericanBankingNews/Barclays/Jefferies coverage), which supports longer-term upside expectations from the street. Price target raised to $373
• Positive Sentiment: Retail and financial press continue to highlight Chubb as an attractive dividend/quality insurance name, which can support defensive interest from income-focused investors. Yahoo: cheap dividend stocks
• Neutral Sentiment: Management made an operational appointment — Kevin Rampe named Global Head of Claims — a routine leadership move that reduces execution risk but is not a near-term earnings catalyst. PR Newswire: Kevin Rampe
• Neutral Sentiment: Morgan Stanley maintained a Hold rating on CB — a signal that, while not bearish, removes a portion of buy-side momentum. Globe & Mail: Morgan Stanley hold
• Neutral Sentiment: Market commentary is asking whether recent multi-year gains leave less near-term upside (valuation/timing debate), which can encourage some investors to step aside. Yahoo: Is it too late?
• Neutral Sentiment: Comparative surveys and sector pieces offer mixed assessments vs. peers (useful context but not an immediate price driver). AmericanBankingNews: critical survey
• Negative Sentiment: Wells Fargo trimmed its price target slightly to $321 and kept an equal-weight rating — a modest near-term headwind that can pressure momentum traders. MarketScreener: Wells Fargo target cut

Analysts Set New Price Targets

Several brokerages have weighed in on CB. Citigroup lifted their target price on shares of Chubb from $335.00 to $385.00 and gave the stock a "buy" rating in a research report on Monday, February 9th. Evercore upped their price target on shares of Chubb from $346.00 to $347.00 and gave the company an "outperform" rating in a report on Wednesday, February 4th. UBS Group reaffirmed a "neutral" rating and issued a $340.00 price target on shares of Chubb in a report on Monday, February 9th. Jefferies Financial Group upped their price target on shares of Chubb from $333.00 to $356.00 and gave the company a "hold" rating in a report on Tuesday. Finally, Roth Mkm upped their price target on shares of Chubb from $330.00 to $360.00 and gave the company a "buy" rating in a report on Wednesday, February 4th. 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. According to data from MarketBeat.com, Chubb presently has an average rating of "Hold" and a consensus target price of $345.33.

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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