Chubb Limited $CB Shares Purchased by Chicago Partners Investment Group LLC

Key Points

• Chicago Partners Investment Group increased its Chubb stake by 33.7% in the third quarter, adding 2,807 shares to reach 11,140 shares valued at about $3.96 million.
• Chubb reported quarterly earnings of $7.66 per share, beating the $6.77 consensus estimate, while revenue of $16.20 billion also exceeded expectations.
• Analysts’ consensus rating was Hold, with an average price target of $362.78. Chubb executives, including its CEO, also sold shares in recent transactions.

Chicago Partners Investment Group LLC grew its position in Chubb Limited (NYSE:CB - Free Report) by 33.7% in the 3rd quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 11,140 shares of the financial services provider's stock after buying an additional 2,807 shares during the quarter. Chicago Partners Investment Group LLC's holdings in Chubb were worth $3,956,000 as of its most recent SEC filing.

A number of other institutional investors and hedge funds also recently made changes to their positions in the company. IMG Wealth Management Inc. bought a new position in Chubb in the second quarter valued at approximately $25,000. Dunhill Financial LLC acquired a new position in Chubb during the second quarter valued at approximately $25,000. Parvin Asset Management LLC acquired a new position in Chubb during the second quarter valued at approximately $26,000. Highland Investment Advisors LLC bought a new stake in Chubb during the second quarter worth $26,000. Finally, Frazier Financial Advisors LLC lifted its stake in Chubb by 86.4% during the first quarter. Frazier Financial Advisors LLC now owns 82 shares of the financial services provider's stock worth $27,000 after purchasing an additional 38 shares during the last quarter. Institutional investors own 83.81% of the company's stock.

Analysts Set New Price Targets

Several brokerages have recently issued reports on CB. Piper Sandler lifted their price target on Chubb from $340.00 to $374.00 and gave the company a "neutral" rating in a research note on Wednesday, July 15th. Deutsche Bank Aktiengesellschaft reissued a "hold" rating and set a $354.00 price target on shares of Chubb in a report on Wednesday, July 22nd. Citigroup restated a "buy" rating and set a $405.00 price objective (up from $395.00) on shares of Chubb in a research report on Wednesday, October 21st. Morgan Stanley raised their price objective on Chubb from $350.00 to $360.00 and gave the company an "equal weight" rating in a research note on Tuesday, October 27th. Finally, Wells Fargo & Company lifted their target price on Chubb from $343.00 to $366.00 and gave the company an "equal weight" rating in a research report on Thursday, October 22nd. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, thirteen have assigned a Hold rating and one has issued a Sell rating to the company's stock. Based on data from MarketBeat, the company currently has a consensus rating of "Hold" and a consensus price target of $362.78.

Chubb Price Performance

Shares of NYSE:CB opened at $371.86 on Friday. The company has a market cap of $142.08 billion, a price-to-earnings ratio of 12.79, a PEG ratio of 1.73 and a beta of 0.29. The company has a debt-to-equity ratio of 0.23, a current ratio of 0.28 and a quick ratio of 0.28. The firm has a 50 day simple moving average of $345.50 and a 200 day simple moving average of $335.16. Chubb Limited has a one year low of $282.11 and a one year high of $384.26.

Chubb (NYSE:CB - Get Free Report) last posted its earnings results on Tuesday, October 20th. The financial services provider reported $7.66 earnings per share for the quarter, topping analysts' consensus estimates of $6.77 by $0.89. The firm had revenue of $16.20 billion for the quarter, compared to analysts' expectations of $15.66 billion. Chubb had a net margin of 18.15% and a return on equity of 14.41%. During the same quarter in the previous year, the firm posted $7.49 earnings per share. Research analysts predict that Chubb Limited will post 28.89 earnings per share for the current fiscal year.

Chubb Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, October 2nd. Stockholders of record on Friday, September 11th were paid a $1.02 dividend. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.1%. The ex-dividend date was Friday, September 11th. Chubb's dividend payout ratio is presently 14.28%.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised its Q4 2027 EPS forecast to $7.81 from $6.97, and made smaller increases to several other estimates, including FY2026 and FY2027. Chubb analyst estimates
• Positive Sentiment: Recent commentary presented Chubb as a momentum-stock candidate and suggested insurers could benefit if interest rates rise. These are broader investment themes rather than new company-specific developments. Zacks momentum-stock article Insurance stocks and rate hikes article
• Neutral Sentiment: Chubb shares gained Wednesday but underperformed some competitors, suggesting the session’s move was not a clear sector-leading signal. MarketWatch stock performance article
• Negative Sentiment: Other Zacks Research revisions trimmed forecasts, including Q1 2027 EPS to $6.27 from $7.20, Q1 2028 to $7.40 from $7.94, and FY2028 to $30.33 from $30.67. The conflicting revisions temper the positive estimate changes.

Insider Activity at Chubb

In related news, EVP Timothy Boroughs sold 13,596 shares of the firm's stock in a transaction on Monday, October 26th. The stock was sold at an average price of $356.77, for a total transaction of $4,850,644.92. Following the sale, the executive vice president owned 5,588 shares of the company's stock, valued at $1,993,630.76. This trade represents a 70.87% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, CEO Evan G. Greenberg sold 13,889 shares of the business's stock in a transaction on Thursday, October 29th. The stock was sold at an average price of $360.02, for a total value of $5,000,317.78. Following the sale, the chief executive officer owned 277,274 shares in the company, valued at $99,824,185.48. This represents a 4.77% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 32,985 shares of company stock valued at $11,748,463 in the last 90 days. 0.37% of the stock is owned by corporate insiders.

Chubb Company Profile

Chubb Limited is a global insurance company that provides property and casualty, accident and health, life, and reinsurance products and services. Its offerings include commercial and personal property and casualty insurance, liability coverage, workers' compensation, specialty insurance, travel insurance, and coverage for high-net-worth individuals.

The company serves businesses, individuals, and institutional customers through a network spanning North America, Latin America, Europe, Asia-Pacific, and other international markets.

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