Equities Analysts Set Expectations for Chubb Q3 Earnings

Chubb Limited (NYSE:CB) – Research analysts at Roth Capital decreased their Q3 2025 earnings per share (EPS) estimates for Chubb in a report issued on Wednesday, July 23rd. Roth Capital analyst H. Fong now forecasts that the financial services provider will post earnings of $6.00 per share for the quarter, down from their prior estimate of $6.11. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Roth Capital also issued estimates for Chubb’s Q4 2025 earnings at $6.83 EPS and Q4 2026 earnings at $7.43 EPS.

Chubb (NYSE:CB) last posted its quarterly earnings data on Tuesday, July 22nd. The financial services provider reported $6.14 EPS for the quarter, beating analysts’ consensus estimates of $5.84 by $0.30. The business had revenue of $14.20 billion during the quarter, compared to analysts’ expectations of $12.53 billion. Chubb had a return on equity of 12.34% and a net margin of 16.08%. The business’s revenue was up 6.3% compared to the same quarter last year. During the same period in the previous year, the business earned $5.38 earnings per share.

A number of other analysts have also recently commented on CB. Keefe, Bruyette & Woods boosted their price objective on Chubb from $314.00 to $324.00 and gave the company an “outperform” rating in a research report on Wednesday, July 9th. Barclays cut Chubb from an “overweight” rating to an “equal weight” rating and cut their price objective for the company from $321.00 to $298.00 in a research report on Monday, July 7th. Piper Sandler reiterated a “neutral” rating and set a $283.00 price target (down from $335.00) on shares of Chubb in a research report on Thursday. JPMorgan Chase & Co. boosted their price target on Chubb from $300.00 to $307.00 and gave the stock a “neutral” rating in a research report on Tuesday, April 8th. Finally, Jefferies Financial Group boosted their price target on Chubb from $307.00 to $308.00 and gave the stock a “hold” rating in a research report on Friday, April 11th. One research analyst has rated the stock with a sell rating, eight have assigned a hold rating, five have assigned a buy rating and two have given a strong buy rating to the company’s stock. According to MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and an average price target of $302.64.

Chubb Stock Up 0.1%

Chubb stock opened at $270.50 on Thursday. The stock has a market capitalization of $108.40 billion, a PE ratio of 11.93, a price-to-earnings-growth ratio of 2.99 and a beta of 0.53. Chubb has a 12 month low of $252.16 and a 12 month high of $306.91. The business has a 50 day simple moving average of $285.03 and a 200-day simple moving average of $282.24. The company has a debt-to-equity ratio of 0.21, a current ratio of 0.34 and a quick ratio of 0.28.

Chubb declared that its board has initiated a stock buyback program on Thursday, May 15th that permits the company to buyback $5.00 billion in outstanding shares. This buyback authorization permits the financial services provider to reacquire up to 4.3% of its shares through open market purchases. Shares buyback programs are generally an indication that the company’s management believes its shares are undervalued.

Chubb Increases Dividend

The business also recently disclosed a quarterly dividend, which was paid on Thursday, July 3rd. Shareholders of record on Friday, June 13th were paid a dividend of $0.97 per share. The ex-dividend date of this dividend was Friday, June 13th. This represents a $3.88 dividend on an annualized basis and a yield of 1.43%. This is a positive change from Chubb’s previous quarterly dividend of $0.91. Chubb’s payout ratio is 17.12%.

Insiders Place Their Bets

In other news, COO John W. Keogh sold 85,083 shares of the company’s stock in a transaction on Wednesday, May 21st. The stock was 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 $68,998,174.72. This represents a 26.36% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, insider John J. Lupica sold 5,513 shares of the company’s stock in a transaction on Tuesday, July 1st. The shares were sold at an average price of $290.06, for a total value 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. This trade represents a 5.70% decrease in their position. The disclosure for this sale can be found here. Insiders have sold 100,390 shares of company stock worth $29,163,135 in the last three months. 0.77% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Chubb

Large investors have recently modified their holdings of the business. Peoples Bank KS acquired a new position in shares of Chubb in the 1st quarter valued at $25,000. Opal Wealth Advisors LLC acquired a new position in shares of Chubb in the 1st quarter valued at $25,000. North Capital Inc. acquired a new position in shares of Chubb in the 1st quarter valued at $26,000. IMA Advisory Services Inc. acquired a new position in Chubb during the 1st quarter worth about $31,000. Finally, 1248 Management LLC acquired a new position in Chubb during the 1st quarter worth about $31,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

About Chubb

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.