Elevate Capital Advisors LLC Acquires 2,264 Shares of Chubb Limited $CB

Elevate Capital Advisors LLC grew its position in shares of Chubb Limited (NYSE:CB) by 77.7% in the fourth quarter, according to its most recent filing with the SEC. The fund owned 5,177 shares of the financial services provider’s stock after acquiring an additional 2,264 shares during the quarter. Elevate Capital Advisors LLC’s holdings in Chubb were worth $1,616,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently modified their holdings of CB. Berkshire Hathaway Inc boosted its position in shares of Chubb by 15.9% during the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider’s stock valued at $8,843,710,000 after acquiring an additional 4,299,111 shares during the last quarter. AQR Capital Management LLC boosted its position in shares of Chubb by 75.1% during the 3rd quarter. AQR Capital Management LLC now owns 2,798,546 shares of the financial services provider’s stock valued at $785,468,000 after acquiring an additional 1,199,963 shares during the last quarter. Woodline Partners LP bought a new position in shares of Chubb during the 3rd quarter valued at approximately $220,217,000. Amundi boosted its position in shares of Chubb by 55.4% during the 3rd quarter. Amundi now owns 1,946,622 shares of the financial services provider’s stock valued at $557,493,000 after acquiring an additional 693,740 shares during the last quarter. Finally, Bank of America Corp DE boosted its position in shares of Chubb by 11.6% during the 2nd quarter. Bank of America Corp DE now owns 4,929,858 shares of the financial services provider’s stock valued at $1,428,278,000 after acquiring an additional 513,852 shares during the last quarter. 83.81% of the stock is currently owned by institutional investors.

Analyst Upgrades and Downgrades

A number of research firms have recently commented on CB. Morgan Stanley set a $350.00 target price on Chubb in a research report on Friday, January 16th. BMO Capital Markets increased their target price on Chubb from $283.00 to $326.00 and gave the company a “market perform” rating in a research report on Tuesday, February 10th. Evercore increased their target price on Chubb from $346.00 to $347.00 and gave the company an “outperform” rating in a research report on Wednesday, February 4th. Wolfe Research increased their target price on Chubb from $372.00 to $373.00 and gave the company an “outperform” rating in a research report on Monday, April 6th. Finally, Deutsche Bank Aktiengesellschaft increased their target price on Chubb from $304.00 to $330.00 and gave the company a “hold” rating in a research report on Monday, March 23rd. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have given a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has a consensus rating of “Hold” and a consensus price target of $345.33.

Chubb Stock Performance

CB stock opened at $328.12 on Friday. The company has a quick ratio of 0.27, a current ratio of 0.27 and a debt-to-equity ratio of 0.20. The business’s fifty day simple moving average is $328.55 and its two-hundred day simple moving average is $306.71. Chubb Limited has a twelve month low of $264.10 and a twelve month high of $345.67. The firm has a market cap of $128.04 billion, a price-to-earnings ratio of 12.75, a PEG ratio of 1.74 and a beta of 0.49.

Chubb (NYSE:CB) last released 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 business had revenue of $2.08 billion for the quarter, compared to analyst estimates of $11.11 billion. During the same quarter last year, the firm posted $6.02 earnings per share. The business’s revenue was up 8.9% compared to the same quarter last year. Analysts predict that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Announces Dividend

The firm also recently announced a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were paid a $0.97 dividend. The ex-dividend date was Friday, March 13th. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. Chubb’s dividend payout ratio (DPR) is presently 15.08%.

Insiders Place Their Bets

In other Chubb news, CEO Evan G. Greenberg sold 15,060 shares of the stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $331.47, for a total value of $4,991,938.20. Following the sale, the chief executive officer owned 511,576 shares in the company, valued at $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the 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 completion of the sale, the executive vice president owned 11,810 shares in the company, valued at approximately $3,920,683.80. The trade was a 70.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 44,877 shares of company stock worth $14,885,226 over the last quarter. Company insiders own 0.77% of the company’s stock.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks Research raised near- and medium-term EPS forecasts (multiple Q4/FY lifts, including FY2026–FY2028) — the revisions point to stronger earnings power that can support higher share prices. Zacks: Chubb ascends
• Positive Sentiment: Several brokers/analysts have lifted price targets and flagged upside (AmericanBankingNews/Barclays/Jefferies coverage), which supports longer-term upside expectations from the street. Price target raised to $373
• Positive Sentiment: Retail and financial press continue to highlight Chubb as an attractive dividend/quality insurance name, which can support defensive interest from income-focused investors. Yahoo: cheap dividend stocks
• Neutral Sentiment: Management made an operational appointment — Kevin Rampe named Global Head of Claims — a routine leadership move that reduces execution risk but is not a near-term earnings catalyst. PR Newswire: Kevin Rampe
• Neutral Sentiment: Morgan Stanley maintained a Hold rating on CB — a signal that, while not bearish, removes a portion of buy-side momentum. Globe & Mail: Morgan Stanley hold
• Neutral Sentiment: Market commentary is asking whether recent multi-year gains leave less near-term upside (valuation/timing debate), which can encourage some investors to step aside. Yahoo: Is it too late?
• Neutral Sentiment: Comparative surveys and sector pieces offer mixed assessments vs. peers (useful context but not an immediate price driver). AmericanBankingNews: critical survey
• Negative Sentiment: Wells Fargo trimmed its price target slightly to $321 and kept an equal-weight rating — a modest near-term headwind that can pressure momentum traders. MarketScreener: Wells Fargo target cut

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.