Equities Analysts Set Expectations for Chubb FY2025 Earnings

Chubb Limited (NYSE:CB) – Cantor Fitzgerald issued their FY2025 EPS estimates for Chubb in a report issued on Wednesday, August 13th. Cantor Fitzgerald analyst R. Tunis anticipates that the financial services provider will post earnings per share of $22.31 for the year. Cantor Fitzgerald has a “Hold” rating on the stock. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Cantor Fitzgerald also issued estimates for Chubb’s FY2026 earnings at $25.88 EPS.

Chubb (NYSE:CB) last posted its quarterly earnings results on Tuesday, July 22nd. The financial services provider reported $6.14 earnings per share for the quarter, topping analysts’ consensus estimates of $5.84 by $0.30. The company had revenue of $14.20 billion for the quarter, compared to the consensus estimate of $12.53 billion. Chubb had a net margin of 16.08% and a return on equity of 12.34%. Chubb’s revenue was up 6.3% on a year-over-year basis. During the same quarter last year, the firm posted $5.38 earnings per share.

Other equities analysts also recently issued research reports about the stock. Raymond James Financial reaffirmed a “strong-buy” rating on shares of Chubb in a research note on Thursday, April 24th. Piper Sandler reissued a “neutral” rating and issued a $283.00 target price (down previously from $335.00) on shares of Chubb in a research note on Thursday, July 24th. Keefe, Bruyette & Woods raised their target price on shares of Chubb from $314.00 to $324.00 and gave the company an “outperform” rating in a research note on Wednesday, July 9th. Morgan Stanley raised their target price on shares of Chubb from $280.00 to $300.00 and gave the company an “equal weight” rating in a research note on Monday, May 19th. Finally, Wells Fargo & Company cut their target price on shares of Chubb from $285.00 to $267.00 and set an “equal weight” rating on the stock in a research note on Thursday, July 24th. One research analyst has rated the stock with a sell rating, eleven have issued a hold rating, five have issued a buy rating and one has assigned a strong buy rating to the company. According to MarketBeat.com, Chubb has an average rating of “Hold” and an average target price of $302.31.

Chubb Stock Performance

NYSE:CB opened at $274.16 on Friday. The company has a quick ratio of 0.28, a current ratio of 0.28 and a debt-to-equity ratio of 0.18. The company has a market cap of $109.30 billion, a P/E ratio of 12.09, a P/E/G ratio of 3.09 and a beta of 0.53. Chubb has a fifty-two week low of $252.16 and a fifty-two week high of $306.91. The firm’s 50 day moving average is $277.86 and its two-hundred day moving average is $282.48.

Institutional Investors Weigh In On Chubb

Several hedge funds and other institutional investors have recently modified their holdings of CB. Demars Financial Group LLC increased its position in shares of Chubb by 26,761.4% in the 4th quarter. Demars Financial Group LLC now owns 5,360,455 shares of the financial services provider’s stock worth $1,481,094,000 after purchasing an additional 5,340,499 shares during the last quarter. GQG Partners LLC grew its position in shares of Chubb by 112.1% during the 1st quarter. GQG Partners LLC now owns 9,394,018 shares of the financial services provider’s stock valued at $2,836,899,000 after buying an additional 4,964,298 shares during the last quarter. Norges Bank bought a new stake in shares of Chubb during the 2nd quarter valued at about $1,195,137,000. GAMMA Investing LLC grew its position in shares of Chubb by 36,831.3% during the 1st quarter. GAMMA Investing LLC now owns 2,084,033 shares of the financial services provider’s stock valued at $629,357,000 after buying an additional 2,078,390 shares during the last quarter. Finally, Nuveen LLC bought a new stake in shares of Chubb during the 1st quarter valued at about $562,221,000. Institutional investors own 83.81% of the company’s stock.

Insider Buying and Selling

In related news, Director Michael Corbat bought 425 shares of the company’s stock in a transaction dated Friday, July 25th. The stock was bought at an average price of $269.80 per share, with a total value of $114,665.00. Following the transaction, the director owned 2,450 shares of the company’s stock, valued at approximately $661,010. This trade represents a 20.99% increase in their ownership of the stock. The acquisition was disclosed in a filing with the SEC, which can be accessed through this link. Also, insider John J. Lupica sold 5,513 shares of the business’s stock in a transaction dated Tuesday, July 1st. The stock was sold at an average price of $290.06, for a total transaction of $1,599,100.78. Following the completion of the sale, the insider directly owned 91,180 shares of the company’s stock, valued at $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 100,390 shares of company stock valued at $29,163,135 in the last quarter. Company insiders own 0.77% of the company’s stock.

Chubb announced that its Board of Directors has authorized a share repurchase plan on Thursday, May 15th that allows the company to buyback $5.00 billion in shares. This buyback authorization allows the financial services provider to buy up to 4.3% of its shares through open market purchases. Shares buyback plans are often an indication that the company’s leadership believes its shares are undervalued.

Chubb Announces Dividend

The company also recently declared a quarterly dividend, which will be paid on Friday, October 3rd. Investors of record on Friday, September 12th will be paid a dividend of $0.97 per share. The ex-dividend date of this dividend is Friday, September 12th. This represents a $3.88 annualized dividend and a yield of 1.4%. Chubb’s payout ratio is 17.12%.

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.