Chubb (NYSE:CB) Stock Acquired Rep. Josh Gottheimer

Key Points

• Rep. Josh Gottheimer recently purchased shares of Chubb Limited (NYSE:CB), buying between $1,001 and $15,000 on June 13th.
• Chubb reported an earnings per share (EPS) of $6.14 for the last quarter, exceeding estimates by $0.30, with revenues of $14.20 billion.
• The company announced a quarterly dividend increase to $0.97 per share, reflecting an annual yield of 1.43% and a payout ratio of 17.12%.
• Chubb has launched a $5 billion stock buyback program, indicating that the board believes its shares are undervalued.

Representative Josh Gottheimer (D-New Jersey) recently bought shares of Chubb Limited NYSE: CB. In a filing disclosed on July 16th, the Representative disclosed that they had bought between $1,001 and $15,000 in Chubb stock on June 13th. The trade occurred in the Representative's "MORGAN STANLEY - SELECT UMA ACCOUNT # 1" account.

Representative Josh Gottheimer also recently made the following trade(s):

• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/26/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/25/2025.
• Purchased $1,001 - $15,000 in shares of Broadcom NASDAQ: AVGO on 6/25/2025.
• Sold $1,001 - $15,000 in shares of ConocoPhillips NYSE: COP on 6/24/2025.
• Purchased $1,001 - $15,000 in shares of NVIDIA NASDAQ: NVDA on 6/24/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/24/2025.
• Sold $1,001 - $15,000 in shares of Visa NYSE: V on 6/20/2025.
• Purchased $1,001 - $15,000 in shares of Cloudflare NYSE: NET on 6/20/2025.
• Purchased $1,001 - $15,000 in shares of Carvana NYSE: CVNA on 6/20/2025.
• Sold $1,001 - $15,000 in shares of McDonald's NYSE: MCD on 6/20/2025.

Chubb Price Performance

Shares of CB traded down $0.90 during mid-day trading on Friday, reaching $269.28. The company had a trading volume of 2,979,052 shares, compared to its average volume of 2,031,676. Chubb Limited has a twelve month low of $252.16 and a twelve month high of $306.91. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.34 and a quick ratio of 0.28. The company's 50-day moving average is $284.54 and its 200-day moving average is $282.35. The company has a market capitalization of $107.91 billion, a P/E ratio of 11.88, a P/E/G ratio of 3.07 and a beta of 0.53.

Chubb (NYSE:CB - Get Free Report) last released its quarterly earnings results on Tuesday, July 22nd. The financial services provider reported $6.14 EPS for the quarter, topping analysts' consensus estimates of $5.84 by $0.30. The business had revenue of $14.20 billion for the quarter, compared to analyst estimates of $12.53 billion. Chubb had a return on equity of 12.34% and a net margin of 16.08%. Chubb's revenue for the quarter was up 6.3% on a year-over-year basis. During the same period in the prior year, the company earned $5.38 EPS. On average, equities analysts anticipate that Chubb Limited will post 21.52 EPS for the current year.

Chubb declared that its Board of Directors has initiated a share buyback program on Thursday, May 15th that authorizes the company to repurchase $5.00 billion in shares. This repurchase authorization authorizes the financial services provider to purchase up to 4.3% of its shares through open market purchases. Shares repurchase programs are often an indication that the company's management believes its stock is undervalued.

Chubb Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Thursday, July 3rd. Shareholders of record on Friday, June 13th were issued a $0.97 dividend. This is a boost from Chubb's previous quarterly dividend of $0.91. The ex-dividend date was Friday, June 13th. This represents a $3.88 annualized dividend and a yield of 1.44%. Chubb's dividend payout ratio is 17.12%.

Institutional Trading of Chubb

A number of institutional investors and hedge funds have recently bought and sold shares of CB. Peoples Bank KS bought a new position in shares of Chubb during the 1st quarter worth about $25,000. Opal Wealth Advisors LLC bought a new position in shares of Chubb during the 1st quarter worth about $25,000. North Capital Inc. bought a new position in shares of Chubb during the 1st quarter worth about $26,000. Crowley Wealth Management Inc. bought a new position in shares of Chubb during the 4th quarter worth about $29,000. Finally, IMA Advisory Services Inc. bought a new position in shares of Chubb during the 1st quarter worth about $31,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Analyst Upgrades and Downgrades

CB has been the topic of several recent research reports. Barclays downgraded Chubb from an "overweight" rating to an "equal weight" rating and dropped their price target for the company from $321.00 to $298.00 in a research note on Monday, July 7th. Deutsche Bank Aktiengesellschaft downgraded Chubb from a "buy" rating to a "hold" rating and set a $303.00 price target on the stock. in a research note on Tuesday, May 20th. Morgan Stanley lifted their price target on Chubb from $280.00 to $300.00 and gave the company an "equal weight" rating in a research note on Monday, May 19th. Wells Fargo & Company dropped their price target on Chubb from $285.00 to $267.00 and set an "equal weight" rating on the stock in a research note on Thursday. Finally, Piper Sandler reissued a "neutral" rating and issued a $283.00 price target (down previously from $335.00) on shares of Chubb in a research note on Thursday. One equities research analyst has rated the stock with a sell rating, eight have assigned a hold rating, five have issued a buy rating and two have issued a strong buy rating to the company's stock. Based on data from MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and a consensus target price of $302.64.

Insider Transactions at Chubb

In related news, COO John W. Keogh sold 85,083 shares of the firm's stock in a transaction dated Wednesday, May 21st. The shares were sold at an average price of $290.24, for a total value of $24,694,489.92. Following the transaction, the chief operating officer owned 237,728 shares of the company's stock, valued at approximately $68,998,174.72. This trade represents a 26.36% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, insider John J. Lupica sold 5,513 shares of the firm's stock in a transaction dated Tuesday, July 1st. The shares were sold at an average price of $290.06, for a total transaction of $1,599,100.78. Following the completion of the transaction, the insider directly owned 91,180 shares in the company, valued at approximately $26,447,670.80. The trade was a 5.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold a total of 100,390 shares of company stock worth $29,163,135 in the last three months. Insiders own 0.77% of the company's stock.

About Representative Gottheimer

Josh Gottheimer (Democratic Party) is a member of the U.S. House, representing New Jersey's 5th Congressional District. He assumed office on January 3, 2017. His current term ends on January 3, 2027. Gottheimer (Democratic Party) is running for re-election to the U.S. House to represent New Jersey's 5th Congressional District. He declared candidacy for the 2026 election. Gottheimer is also running for election for Governor of New Jersey. He declared candidacy for the Democratic primary scheduled on June 10, 2025. Gottheimer attended the University of Pennsylvania for his undergraduate degree. He became a Thouron Fellow at Oxford and attended Harvard Law School. Gottheimer worked as a speech writer under former President Bill Clinton (D), assisting with two State of the Union addresses, among other projects. Before running for Congress, he worked for Microsoft as a general manager for corporate strategy.

Chubb Company Profile

Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical risk, cyber risk, surety, and casualty; and group accident and health insurance to large, middle market, and small commercial businesses.