Chubb Limited $CB Shares Purchased by Evergreen Capital Management LLC

Evergreen Capital Management LLC grew its holdings in shares of Chubb Limited (NYSE:CB) by 11.0% in the fourth quarter, according to its most recent filing with the SEC. The firm owned 25,497 shares of the financial services provider’s stock after acquiring an additional 2,524 shares during the quarter. Evergreen Capital Management LLC’s holdings in Chubb were worth $7,983,000 as of its most recent SEC filing.

Other institutional investors and hedge funds also recently modified their holdings of the company. Harbor Capital Advisors Inc. raised its stake in shares of Chubb by 93.6% during 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 in the last quarter. Cedar Mountain Advisors LLC grew its position in 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 in the last quarter. KERR FINANCIAL PLANNING Corp bought a new position in Chubb in the 3rd quarter valued at about $31,000. Cornerstone Planning Group LLC increased its stake in Chubb by 81.5% during the 3rd quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after buying an additional 53 shares during the period. Finally, GoalVest Advisory LLC acquired a new position in Chubb during the 4th quarter valued at about $40,000. Institutional investors own 83.81% of the company’s stock.

Chubb Stock Performance

Chubb stock opened at $329.21 on Wednesday. Chubb Limited has a fifty-two week low of $264.10 and a fifty-two week high of $345.67. The firm’s 50 day simple moving average is $329.19 and its 200-day simple moving average is $309.25. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27. The company has a market cap of $128.47 billion, a P/E ratio of 12.79, a price-to-earnings-growth ratio of 1.75 and a beta of 0.49.

Chubb (NYSE:CB) last issued its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 EPS for the quarter, beating the consensus estimate of $6.58 by $0.24. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The business had revenue of $14.93 billion during the quarter, compared to the consensus estimate of $13.51 billion. During the same quarter in the prior year, the firm earned $3.68 EPS. As a group, equities research analysts predict that Chubb Limited will post 26.36 EPS for the current year.

Chubb Announces Dividend

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

Analyst Upgrades and Downgrades

A number of analysts have recently weighed in on the stock. Mizuho reduced their price target on shares of Chubb from $336.00 to $335.00 and set a “neutral” rating for the company in a research note on Tuesday, April 14th. Citigroup boosted their target price on Chubb from $335.00 to $385.00 and gave the stock a “buy” rating in a report on Monday, February 9th. The Goldman Sachs Group upped their target price on Chubb from $368.00 to $372.00 and gave the stock a “buy” rating in a research report on Tuesday, April 7th. Deutsche Bank Aktiengesellschaft increased their price target on Chubb from $304.00 to $330.00 and gave the company a “hold” rating in a research note on Monday, March 23rd. Finally, UBS Group reissued a “neutral” rating and issued a $340.00 price objective on shares of Chubb in a research note on Monday, February 9th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, Chubb presently has an average rating of “Hold” and a consensus price target of $346.33.

Chubb News Summary

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results materially beat expectations: Chubb reported $6.82 EPS (vs. consensus ~$6.48–6.58) and revenue of $14.93B, topping estimates — a clear earnings and top-line surprise that supports earnings momentum. Chubb (CB) Q1 Earnings and Revenues Surpass Estimates
• Positive Sentiment: Operational strength: PR disclosure showed core operating income and net income up ~80% and ~74%, consolidated net premiums written +10.7%, P&C combined ratio 84.0% — improvement in underwriting and premium growth that supports durability of profits. Chubb Reports First Quarter Per Share Net Income and Core Operating Income…
• Positive Sentiment: Upside case from independent model: 24/7 Wall St. publishes a bullish 12‑month target (~$363.54, ~10% upside) citing Chubb’s strong year, which can support investor interest and price appreciation over the next year. Chubb’s Best Year Ever Sets Up a Run to $363.54 in 12 Months
• Neutral Sentiment: Analyst note: JPMorgan raised its price target from $330 to $340 but kept a “neutral” rating — a modest constructive signal but not a definitive buy endorsement. Benzinga
• Neutral Sentiment: Market commentary and momentum coverage (Zacks/other outlets) highlight Chubb as a momentum/value hybrid stock given strong earnings and conservative valuation metrics, which may attract different investor types but not guarantee immediate upside. Here’s Why Chubb (CB) is a Strong Momentum Stock
• Negative Sentiment: Valuation debate and mixed signals: commentary questioning whether Chubb is over/undervalued and a neutral analyst stance may limit big near-term upside and encourage some profit-taking despite beats. Is Chubb (CB) Overvalued Or Undervalued After Its Recent Share Price Momentum

Insider Transactions at Chubb

In related news, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction dated 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 directly owned 11,810 shares of the company’s stock, valued at approximately $3,920,683.80. This represents a 70.20% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. Also, CEO Evan G. Greenberg sold 15,060 shares of the firm’s stock in a transaction dated 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 of the company’s stock, valued at $169,572,096.72. The trade was a 2.86% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. Insiders sold a total of 44,877 shares of company stock valued at $14,885,226 over the last quarter. Company insiders own 0.37% of the company’s stock.

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.