Caprock Group LLC Buys 1,990 Shares of Chubb Limited $CB

Caprock Group LLC grew its stake in shares of Chubb Limited (NYSE:CB) by 17.5% in the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 13,343 shares of the financial services provider’s stock after acquiring an additional 1,990 shares during the period. Caprock Group LLC’s holdings in Chubb were worth $4,177,000 at the end of the most recent quarter.

Other institutional investors and hedge funds have 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 acquiring an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC raised its stake in shares of Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 56 shares in the last quarter. KERR FINANCIAL PLANNING Corp bought a new stake in shares of Chubb during the third quarter valued at approximately $31,000. Cornerstone Planning Group LLC raised its stake in shares of Chubb by 81.5% during the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after acquiring an additional 53 shares in the last quarter. Finally, Financial Consulate Inc. bought a new stake in shares of Chubb during the third quarter valued at approximately $37,000. Institutional investors own 83.81% of the company’s stock.

Analysts Set New Price Targets

Several brokerages recently issued reports on CB. Deutsche Bank Aktiengesellschaft lifted their price objective on shares of Chubb from $304.00 to $330.00 and gave the company a “hold” rating in a report on Monday, March 23rd. Raymond James Financial lifted their price objective on shares of Chubb from $340.00 to $380.00 and gave the company a “strong-buy” rating in a report on Monday, February 9th. Morgan Stanley set a $350.00 price objective on shares of Chubb in a report on Friday, January 16th. Piper Sandler lifted their price objective on shares of Chubb from $319.00 to $328.00 and gave the company a “neutral” rating in a report on Wednesday. Finally, Evercore lifted their price objective on shares of Chubb from $347.00 to $349.00 and gave the company an “outperform” rating in a report on Wednesday. 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 given a Sell rating to the company. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $348.71.

Chubb Price Performance

NYSE CB opened at $332.82 on Friday. The firm’s fifty day simple moving average is $329.13 and its two-hundred day simple moving average is $309.53. The company has a current ratio of 0.34, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20. Chubb Limited has a 12-month low of $264.10 and a 12-month high of $345.67. The firm has a market capitalization of $129.88 billion, a P/E ratio of 11.75, a P/E/G ratio of 1.72 and a beta of 0.49.

Chubb (NYSE:CB) last released its quarterly earnings results on Tuesday, April 21st. The financial services provider reported $6.82 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.58 by $0.24. Chubb had a net margin of 18.58% and a return on equity of 14.30%. The business had revenue of $14.93 billion for the quarter, compared to analyst estimates of $13.51 billion. During the same period in the previous year, the company earned $3.68 earnings per share. Analysts forecast that Chubb Limited will post 26.52 EPS for the current fiscal year.

Chubb Dividend Announcement

The company also recently declared a quarterly dividend, which was paid on Monday, April 6th. Shareholders of record on Friday, March 13th were issued a $0.97 dividend. This represents a $3.88 annualized dividend and a yield of 1.2%. The ex-dividend date of this dividend was Friday, March 13th. Chubb’s payout ratio is currently 13.70%.

Insiders Place Their Bets

In other Chubb news, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction 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 directly owned 511,576 shares of the company’s stock, valued at approximately $169,572,096.72. The trade was a 2.86% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Olivier Steimer sold 2,000 shares of Chubb stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total transaction of $658,600.00. Following the completion of the transaction, the director directly owned 25,468 shares in the company, valued at $8,386,612.40. This represents a 7.28% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last three months, insiders have sold 44,877 shares of company stock valued at $14,885,226. 0.37% of the stock is currently owned by insiders.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q1 results beat revenue and underwriting expectations: Chubb reported stronger-than-expected top-line growth and higher P&C underwriting profit, plus improved investment and life income — a core reason investors are bullish today. CB Q1 Deep Dive
• Positive Sentiment: Multiple brokerages raised price targets or reiterated positive ratings (HSBC to $370 buy; Keefe Bruyette & Woods to $374 outperform; Evercore to $349; Barclays to $375; Citizens JMP to $365), supporting upside momentum. HSBC PT Raise KBW PT Raise
• Positive Sentiment: Berkshire Hathaway / Warren Buffett continuing ownership is a structural positive for investor confidence; coverage pieces highlight Buffett’s large stake as endorsement. Buffett Confidence
• Neutral Sentiment: Some analysts remain conflicted or neutral — Cantor Fitzgerald reaffirmed a neutral/price-target view ($315), and broader coverage shows mixed sentiment across financial peers, tempering a unanimous buy case. Analysts Conflicted
• Negative Sentiment: Market concerns about a softening property insurance market—rising competition and declining rates—are weighing on sentiment despite the beat; this is cited as the reason shares dipped after results in some coverage. CNBC Market Concerns
• Negative Sentiment: GAAP EPS was pressured by higher realized losses in the quarter (reported in some earnings coverage), a near-term headwind investors must monitor even as core underwriting improved. GAAP EPS Miss

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.