Obermeyer Wealth Partners Sells 6,949 Shares of Chubb Limited $CB

Key Points

• Obermeyer Wealth Partners reduced its stake in Chubb by 8.4%, selling 6,949 shares and leaving it with 75,494 shares worth about $23.56 million, roughly 1.1% of the firm's portfolio (its 29th largest holding).
• Chubb beat Q1 expectations with $6.82 EPS vs. $6.58 estimated and revenue of $14.93 billion vs. $13.51 billion, reporting strong profitability (ROE 14.3%, net margin 18.6%) and paying a $0.97 quarterly dividend (annualized $3.88, ~1.2% yield).
• Insiders have sold roughly 44,877 shares (~$14.9M) in the last three months, and analysts are mixed but the consensus rating is a Hold with an average price target of $348.71; institutional investors own about 83.8% of the stock.

Obermeyer Wealth Partners lessened its stake in shares of Chubb Limited (NYSE:CB - Free Report) by 8.4% in the 4th quarter, according to its most recent disclosure with the SEC. The firm owned 75,494 shares of the financial services provider's stock after selling 6,949 shares during the period. Chubb accounts for about 1.1% of Obermeyer Wealth Partners' investment portfolio, making the stock its 29th biggest holding. Obermeyer Wealth Partners' holdings in Chubb were worth $23,563,000 as of its most recent filing with the SEC.

Several other hedge funds have also bought and sold shares of CB. Harbor Capital Advisors Inc. grew its holdings in Chubb by 93.6% during the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider's stock valued at $26,000 after purchasing an additional 44 shares during the period. Cedar Mountain Advisors LLC grew its holdings in Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider's stock valued at $26,000 after purchasing an additional 56 shares during the period. KERR FINANCIAL PLANNING Corp bought a new stake in Chubb during the third quarter valued at about $31,000. Cornerstone Planning Group LLC grew its holdings in Chubb by 81.5% during the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider's stock valued at $33,000 after purchasing an additional 53 shares during the period. Finally, Financial Consulate Inc. bought a new position in shares of Chubb in the third quarter worth about $37,000. Institutional investors own 83.81% of the company's stock.

Chubb Stock Performance

NYSE CB opened at $326.05 on Friday. The company has a quick ratio of 0.27, a current ratio of 0.34 and a debt-to-equity ratio of 0.20. The firm has a market cap of $127.23 billion, a price-to-earnings ratio of 11.51, a price-to-earnings-growth ratio of 1.69 and a beta of 0.49. Chubb Limited has a twelve month low of $264.10 and a twelve month high of $345.67. The business has a 50-day moving average price of $329.16 and a 200-day moving average price of $309.81.

Chubb (NYSE:CB - Get Free Report) last posted its earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, topping analysts' consensus estimates of $6.58 by $0.24. The company had revenue of $14.93 billion for the quarter, compared to the consensus estimate of $13.51 billion. Chubb had a return on equity of 14.30% and a net margin of 18.58%.During the same period in the previous year, the business earned $3.68 earnings per share. As a group, equities research analysts predict that Chubb Limited will post 26.64 EPS for the current fiscal year.

Chubb Announces Dividend

The company also recently announced a quarterly dividend, which was paid on Monday, April 6th. Investors of record on Friday, March 13th were given a $0.97 dividend. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb's payout ratio is currently 13.70%.

Analyst Ratings Changes

CB has been the subject of a number of recent analyst reports. Deutsche Bank Aktiengesellschaft upped their price objective on Chubb from $304.00 to $330.00 and gave the stock a "hold" rating in a research note on Monday, March 23rd. Barclays upped their price objective on Chubb from $374.00 to $375.00 and gave the stock an "equal weight" rating in a research note on Wednesday. HSBC upped their price objective on Chubb from $362.00 to $370.00 and gave the stock a "buy" rating in a research note on Thursday. Mizuho dropped 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, Piper Sandler upped their price objective on Chubb from $319.00 to $328.00 and gave the stock a "neutral" rating in a research note on Wednesday. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of "Hold" and an average price target of $348.71.

Insider Buying and Selling

In related news, Director Olivier Steimer sold 2,000 shares of the business'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 in the company, valued at approximately $8,386,612.40. The trade was a 7.28% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the business'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 owned 11,810 shares in the company, valued at $3,920,683.80. This represents a 70.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last three months, insiders have sold 44,877 shares of company stock worth $14,885,226. Corporate insiders own 0.37% of the company's stock.

More Chubb News

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

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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