Adelphi Trust Co Invests $605,000 in Chubb Limited $CB

Adelphi Trust Co purchased a new position in Chubb Limited (NYSE:CB) during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The institutional investor purchased 1,937 shares of the financial services provider’s stock, valued at approximately $605,000.

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

Wall Street Analysts Forecast Growth

A number of equities research analysts recently weighed in on the stock. Keefe, Bruyette & Woods raised their target price on shares of Chubb from $355.00 to $373.00 and gave the company an “outperform” rating in a research note on Friday, February 6th. Morgan Stanley set a $350.00 price target on shares of Chubb in a research note on Friday, January 16th. Wells Fargo & Company decreased their price target on shares of Chubb from $322.00 to $321.00 and set an “equal weight” rating on the stock in a research note on Thursday, April 9th. JPMorgan Chase & Co. lifted their price target on shares of Chubb from $327.00 to $330.00 and gave the stock a “neutral” rating in a research note on Wednesday, February 4th. Finally, Raymond James Financial lifted their price target on shares of Chubb from $340.00 to $380.00 and gave the stock a “strong-buy” rating in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the stock. Based on data from MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $345.86.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks highlights that Chubb appears positioned to beat upcoming earnings expectations — a potential catalyst that can support the stock if results deliver. Chubb (CB) Earnings Expected to Grow: Should You Buy?
• Neutral Sentiment: Globe and Mail roundup provides analyst commentary on financial names including Chubb, offering broader sector context but no firm-moving proprietary call. Analysts Offer Insights on Financial Companies: Chubb (CB) and Goldman Sachs Group (GS)
• Neutral Sentiment: Mizuho trimmed its price target slightly to $335 and kept a Neutral rating — a marginal change that is unlikely to shift consensus materially. Mizuho Adjusts Price Target on Chubb to $335
• Neutral Sentiment: AmericanBankingNews notes Chubb is scheduled to report upcoming earnings — a reminder that results (and guidance) are the primary near-term driver. Chubb (CB) Projected to Post Earnings on Tuesday
• Negative Sentiment: Bank of America cut its price target to $271 and moved to an “underperform” rating — a meaningful bearish signal that implies notable downside versus current levels and can pressure sentiment and flows. BofA Cuts Chubb (CB) Target, Adjusts View on U.S. Insurance Sector
• Negative Sentiment: Market commentary flagged a recent intraday slide in Chubb shares as broader market moved higher — showing that short-term weakness has appeared amid mixed headlines. Chubb (CB) Stock Slides as Market Rises: Facts to Know Before You Trade

Insider Transactions at Chubb

In other news, CEO Evan G. Greenberg sold 15,060 shares of the firm’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 transaction, the chief executive officer owned 511,576 shares in the company, valued at approximately $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the firm’s stock in a transaction that occurred on Friday, February 6th. The stock was sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the completion of the transaction, the executive vice president owned 11,810 shares in the company, valued at $3,920,683.80. This represents a 70.20% decrease in their position. The disclosure for this sale is available in the SEC filing. Over the last 90 days, insiders have sold 44,877 shares of company stock worth $14,885,226. Insiders own 0.77% of the company’s stock.

Chubb Trading Up 0.6%

CB stock opened at $327.63 on Thursday. 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 Limited has a one year low of $264.10 and a one year high of $345.67. The company has a market capitalization of $127.85 billion, a PE ratio of 12.73, a price-to-earnings-growth ratio of 1.73 and a beta of 0.49. The company’s 50 day moving average price is $329.14 and its two-hundred day moving average price is $307.73.

Chubb (NYSE:CB) last issued its earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, topping the consensus estimate 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 analysts’ expectations of $11.11 billion. During the same quarter last year, the business earned $6.02 earnings per share. The business’s revenue was up 8.9% on a year-over-year basis. As a group, analysts predict that Chubb Limited will post 21.52 earnings per share for the current fiscal year.

Chubb Dividend Announcement

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

Chubb 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.