Zacks Research Issues Positive Outlook for Chubb Earnings

Chubb Limited (NYSE:CB) – Zacks Research raised their Q1 2026 EPS estimates for shares of Chubb in a research report issued on Monday, March 9th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings of $6.30 per share for the quarter, up from their previous estimate of $6.25. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb’s Q4 2026 earnings at $6.95 EPS, Q4 2027 earnings at $5.52 EPS and FY2027 earnings at $27.42 EPS.

A number of other research firms have also recently commented on CB. Bank of America cut their target price on Chubb from $279.00 to $259.00 and set an “underperform” rating on the stock in a research report on Friday, January 16th. Keefe, Bruyette & Woods raised their price target on Chubb from $355.00 to $373.00 and gave the stock an “outperform” rating in a research note on Friday, February 6th. Jefferies Financial Group lifted 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. Cantor Fitzgerald boosted their price objective on Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. Finally, Evercore increased their price objective on Chubb from $346.00 to $347.00 and gave the company an “outperform” rating in a report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has given a Sell rating to the company. According to data from MarketBeat.com, Chubb has an average rating of “Hold” and an average target price of $340.81.

Chubb Stock Performance

NYSE CB opened at $322.35 on Wednesday. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27. Chubb has a 1 year low of $264.10 and a 1 year high of $345.67. The company has a market capitalization of $125.77 billion, a PE ratio of 12.53, a P/E/G ratio of 2.04 and a beta of 0.46. The company has a fifty day moving average of $318.82 and a two-hundred day moving average of $298.79.

Chubb (NYSE:CB) last posted its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, beating analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The firm had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. During the same period last year, the firm posted $6.02 EPS. The company’s revenue was up 8.9% on a year-over-year basis.

Hedge Funds Weigh In On Chubb

Hedge funds and other institutional investors have recently bought and sold shares of the company. Harbor Capital Advisors Inc. lifted its position in Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 44 shares during the period. Cedar Mountain Advisors LLC lifted its holdings in shares of Chubb by 155.6% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after buying an additional 56 shares during the period. CBIZ Investment Advisory Services LLC boosted its stake in shares of Chubb by 148.5% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock valued at $26,000 after buying an additional 49 shares in the last quarter. KERR FINANCIAL PLANNING Corp purchased a new stake in shares of Chubb in the third quarter valued at approximately $31,000. Finally, Laurel Wealth Advisors LLC acquired a new position in Chubb during the fourth quarter worth $31,000. 83.81% of the stock is currently owned by hedge funds and other institutional investors.

Insider Activity at Chubb

In other Chubb news, EVP Timothy Alan Boroughs sold 27,817 shares of Chubb stock in a transaction that occurred 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 directly 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 can be accessed through this hyperlink. Also, CEO Evan G. Greenberg sold 15,060 shares of the business’s stock in a transaction that occurred on Thursday, February 5th. The shares were sold at an average price of $331.47, for a total value of $4,991,938.20. Following the completion of the transaction, the chief executive officer directly owned 511,576 shares in the company, valued at approximately $169,572,096.72. The trade was a 2.86% decrease in their position. The disclosure for this sale is available in the SEC filing. 0.77% of the stock is owned by corporate insiders.

Chubb Dividend Announcement

The business 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 $0.97 dividend. This represents a $3.88 annualized dividend and a yield of 1.2%. The ex-dividend date is Friday, March 13th. Chubb’s payout ratio is 15.08%.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Chubb will be the lead partner for the U.S. International Development Finance Corporation’s $20 billion Maritime Reinsurance Plan to restart commercial shipping in the Gulf — a high‑profile, potentially material source of premium revenue and franchise strength that ties Chubb closely to a government-backed program (reduces standalone underwriting risk). Chubb to serve as lead US insurer for Gulf shipping amid Iran war
• Positive Sentiment: CEO Evan Greenberg publicly framed commerce through the Strait of Hormuz as “vital” and signaled Chubb’s backing of the $20B program — messaging that reinforces management’s appetite to write meaningful premium in geopolitically sensitive markets and highlights potential upside to top‑line growth and underwriting leverage. Chubb CEO: Strait of Hormuz commerce ‘vital’ to global economy
• Positive Sentiment: Analysts at Zacks have lifted multiple near‑ and mid‑term EPS estimates for Chubb (Q1/Q2/Q4 and FY2026–FY2027), signaling improved earnings momentum and giving investors a more bullish earnings trajectory to support valuation. (Upgrades across quarters and FYs; consensus still tracked around prior levels.)
• Neutral Sentiment: Chubb named Seshadri (Sesh) Iyer as EVP to lead Global Operations, Technology and Digital Transformation, effective April 6; the appointment indicates continuity on digital/ops modernization but is unlikely to move near‑term results materially. Chubb Names Seshadri Iyer to Lead Global Operations, Technology and Digital Transformation

Chubb Company 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.