Shikiar Asset Management Inc. Lowers Holdings in Chubb Limited $CB

Key Points

• Shikiar Asset Management cut its stake in Chubb by 36.1% in Q4, selling 4,205 shares and retaining 7,435 shares valued at about $2.321 million per its SEC filing.
• Major institutions increased positions—most notably Berkshire Hathaway now owns 31,332,895 shares (up 15.9%)—and institutional investors collectively hold 83.81% of the stock.
• Analysts have lifted price targets (consensus target about $345.38) following a quarterly EPS beat of $7.52 vs. $6.33 expected; Chubb also pays a $0.97 quarterly dividend (≈1.2% yield).

Shikiar Asset Management Inc. decreased its stake in Chubb Limited (NYSE:CB - Free Report) by 36.1% during the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund owned 7,435 shares of the financial services provider's stock after selling 4,205 shares during the quarter. Shikiar Asset Management Inc.'s holdings in Chubb were worth $2,321,000 as of its most recent SEC filing.

A number of other large investors also recently bought and sold shares of the business. Berkshire Hathaway Inc raised its holdings in Chubb by 15.9% in the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider's stock worth $8,843,710,000 after purchasing an additional 4,299,111 shares during the period. State Street Corp raised its holdings in Chubb by 0.4% in the 3rd quarter. State Street Corp now owns 17,045,793 shares of the financial services provider's stock worth $4,827,852,000 after purchasing an additional 68,553 shares during the period. Ameriprise Financial Inc. raised its holdings in Chubb by 9.2% in the 3rd quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider's stock worth $1,426,475,000 after purchasing an additional 427,512 shares during the period. Bank of America Corp DE raised its holdings in Chubb by 11.6% in the 2nd quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider's stock worth $1,428,278,000 after purchasing an additional 513,852 shares during the period. Finally, AQR Capital Management LLC raised its holdings in Chubb by 75.1% in the 3rd quarter. AQR Capital Management LLC now owns 2,798,546 shares of the financial services provider's stock worth $785,468,000 after purchasing an additional 1,199,963 shares during the period. Institutional investors and hedge funds own 83.81% of the company's stock.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Wolfe Research raised its price target to $373 and maintained an outperform rating, signaling stronger near-term upside expectations. Wolfe Research PT raise
• Positive Sentiment: Barclays lifted its target to $374 (equal-weight), boosting implied upside and signaling more favorable institutional views on Chubb’s earnings outlook. Barclays PT raise
• Positive Sentiment: Goldman Sachs nudged its target to $372 and kept a buy rating, reinforcing demand from growth/value-oriented analysts. Goldman Sachs PT raise
• Positive Sentiment: HSBC raised its target to $362 (buy) and Jefferies increased its target to $356 (hold), adding to the chorus of upward revisions that support further price appreciation. HSBC PT raise Jefferies PT raise
• Positive Sentiment: Zacks Research raised near-term and FY2026–FY2027 EPS estimates (small upward revisions to Q4 and full-year EPS), indicating analysts expect continued earnings strength. (Zacks Research note)
• Neutral Sentiment: Market previews and coverage (Zacks, Yahoo Finance, Barchart) highlight a forthcoming quarterly report and the potential for another strong result — supportive but dependent on actual quarter outcomes. Earnings preview
• Neutral Sentiment: Some coverage notes Chubb has recently underperformed the broader market despite gains, a reminder that relative performance and macro/insurance-cycle risks can temper rallies. MarketWatch note

Chubb Price Performance

NYSE:CB opened at $332.64 on Thursday. Chubb Limited has a one year low of $264.10 and a one year high of $345.67. 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 stock has a market cap of $129.80 billion, a PE ratio of 12.93, a P/E/G ratio of 1.75 and a beta of 0.49. The stock has a 50 day moving average price of $327.63 and a 200 day moving average price of $305.92.

Chubb (NYSE:CB - Get Free Report) last posted its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, beating the consensus estimate of $6.33 by $1.19. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The firm had revenue of $2.08 billion during the quarter, compared to analysts' expectations of $11.11 billion. During the same quarter last year, the firm earned $6.02 earnings per share. The business's revenue for the quarter was up 8.9% on a year-over-year basis. Equities research analysts expect that Chubb Limited will post 21.52 EPS for the current fiscal 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 issued a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. The ex-dividend date of this dividend was Friday, March 13th. Chubb's dividend payout ratio (DPR) is currently 15.08%.

Analyst Ratings Changes

A number of equities analysts recently weighed in on the company. UBS Group reaffirmed a "neutral" rating and issued a $340.00 price target on shares of Chubb in a report on Monday, February 9th. Roth Mkm increased their target price on Chubb from $330.00 to $360.00 and gave the company a "buy" rating in a report on Wednesday, February 4th. JPMorgan Chase & Co. increased their target price on Chubb from $327.00 to $330.00 and gave the company a "neutral" rating in a report on Wednesday, February 4th. Evercore increased their target price on Chubb from $346.00 to $347.00 and gave the company an "outperform" rating in a report on Wednesday, February 4th. Finally, Raymond James Financial increased their target price on Chubb from $340.00 to $380.00 and gave the company a "strong-buy" rating in a report on Monday, February 9th. One investment 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 stock. Based on data from MarketBeat, Chubb currently has an average rating of "Hold" and a consensus target price of $345.38.

Insider Activity at Chubb

In related news, Director Olivier Steimer sold 2,000 shares of the stock in a transaction that occurred on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total value of $658,600.00. Following the completion of the sale, the director owned 25,468 shares of the company's stock, valued at approximately $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 can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction that occurred on Friday, February 6th. The shares were 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 of the company's stock, valued at approximately $3,920,683.80. This represents a 70.20% decrease in their position. The SEC filing for this sale provides additional information. Over the last 90 days, insiders sold 44,877 shares of company stock valued at $14,885,226. 0.77% of the stock is currently owned by insiders.

Chubb Profile

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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