Zacks Research Issues Optimistic Forecast for Chubb Earnings

Key Points

• Zacks Research raised its Q2 2026 EPS estimate for Chubb to $6.56 (from $6.54) and issued FY2026 and FY2028 EPS forecasts of $26.01 and $27.20, respectively.
• Chubb last reported quarterly EPS of $7.52, beating the $6.33 consensus, alongside revenue that was up 8.9% year-over-year.
• Analyst sentiment is mixed: MarketBeat shows a consensus rating of Hold with a $340.81 price target while several firms have recently lifted targets, and the company declared a $0.97 quarterly dividend (1.2% yield, ex-dividend March 13).

Chubb Limited (NYSE:CB - Free Report) - Research analysts at Zacks Research increased their Q2 2026 earnings per share estimates for shares of Chubb in a note issued to investors on Monday, March 9th. Zacks Research analyst Team now expects that the financial services provider will earn $6.56 per share for the quarter, up from their previous estimate of $6.54. The consensus estimate for Chubb's current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb's FY2026 earnings at $26.01 EPS, Q1 2027 earnings at $6.41 EPS, Q2 2027 earnings at $7.59 EPS and FY2028 earnings at $27.20 EPS.

Chubb (NYSE:CB - Get Free Report) last posted its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share for the quarter, topping analysts' consensus estimates of $6.33 by $1.19. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The company had revenue of $2.08 billion during the quarter, compared to analyst estimates of $11.11 billion. During the same quarter in the prior year, the business earned $6.02 earnings per share. Chubb's revenue was up 8.9% on a year-over-year basis.

Other equities research analysts also recently issued research reports about the company. Cantor Fitzgerald lifted their target price on Chubb from $300.00 to $309.00 and gave the stock a "neutral" rating in a report on Wednesday, January 14th. Citigroup raised their target price on shares of Chubb from $335.00 to $385.00 and gave the stock a "buy" rating in a report on Monday, February 9th. Wells Fargo & Company boosted their target price on shares of Chubb from $305.00 to $322.00 and gave the company an "equal weight" rating in a research report on Thursday, February 5th. Wolfe Research upped their price target on shares of Chubb from $364.00 to $372.00 and gave the company an "outperform" rating in a report on Thursday, February 5th. Finally, Jefferies Financial Group increased their price target on Chubb from $326.00 to $333.00 and gave the stock a "hold" rating in a research report on Thursday, February 5th. One 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's stock. According to MarketBeat.com, Chubb has a consensus rating of "Hold" and a consensus price target of $340.81.

Chubb Price Performance

Shares of NYSE CB opened at $323.95 on Tuesday. The business has a 50-day simple moving average of $318.39 and a two-hundred day simple moving average of $298.28. The company has a market cap of $126.39 billion, a PE ratio of 12.59, a P/E/G ratio of 2.06 and a beta of 0.46. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27. Chubb has a fifty-two week low of $264.10 and a fifty-two week high of $345.67.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently made changes to their positions in CB. Corient Private Wealth LLC grew its position in shares of Chubb by 46.1% in the fourth quarter. Corient Private Wealth LLC now owns 590,999 shares of the financial services provider's stock valued at $184,492,000 after purchasing an additional 186,481 shares in the last quarter. Union Savings Bank acquired a new stake in shares of Chubb in the fourth quarter valued at approximately $105,000. Hsbc Holdings PLC lifted its position in Chubb by 10.1% during the fourth quarter. Hsbc Holdings PLC now owns 412,027 shares of the financial services provider's stock worth $128,967,000 after buying an additional 37,647 shares in the last quarter. Worthington Financial Partners LLC purchased a new position in Chubb during the fourth quarter worth approximately $431,000. Finally, Bayban purchased a new position in Chubb during the fourth quarter worth approximately $159,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Insider Buying and Selling at Chubb

In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of the firm's stock in a transaction on 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 transaction, the executive vice president owned 11,810 shares in the company, valued at approximately $3,920,683.80. This trade represents a 70.20% decrease in their position. The sale was disclosed in a document filed with the SEC, which is accessible through the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of the company's stock in a transaction 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 sale, the chief executive officer directly owned 511,576 shares of the company's stock, valued at $169,572,096.72. The trade was a 2.86% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. 0.86% of the stock is currently owned by corporate insiders.

Chubb Dividend Announcement

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

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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