Equities Analysts Offer Predictions for Chubb Q1 Earnings

Chubb Limited (NYSE:CB) – Equities researchers at Zacks Research decreased their Q1 2026 earnings per share (EPS) estimates for shares of Chubb in a note issued to investors on Thursday, January 29th. Zacks Research analyst Team now anticipates that the financial services provider will earn $6.40 per share for the quarter, down from their previous estimate of $6.45. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb’s Q2 2026 earnings at $6.39 EPS, Q4 2026 earnings at $7.07 EPS, FY2026 earnings at $25.71 EPS, Q1 2027 earnings at $6.08 EPS, Q2 2027 earnings at $7.39 EPS and Q4 2027 earnings at $7.60 EPS.

Other analysts also recently issued reports about the company. Morgan Stanley set a $350.00 target price on Chubb in a research report on Friday, January 16th. Weiss Ratings reiterated a “buy (b+)” rating on shares of Chubb in a research note on Monday, December 29th. UBS Group boosted their target price on shares of Chubb from $292.00 to $298.00 and gave the company a “neutral” rating in a research report on Monday, October 27th. Evercore ISI reiterated an “outperform” rating and set a $346.00 price target on shares of Chubb in a research report on Wednesday, January 7th. Finally, JMP Securities restated a “market outperform” rating and set a $325.00 price objective on shares of Chubb in a research report on Wednesday, October 22nd. Two research analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the stock. Based on data from MarketBeat.com, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $324.00.

Chubb Stock Performance

CB opened at $309.38 on Friday. The business has a 50 day moving average of $304.79 and a 200-day moving average of $287.42. 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 stock has a market cap of $121.76 billion, a price-to-earnings ratio of 12.91, a PEG ratio of 1.97 and a beta of 0.51. Chubb has a 12-month low of $263.14 and a 12-month high of $316.94.

Chubb Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Friday, December 12th were issued a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a dividend yield of 1.3%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is currently 16.19%.

Insiders Place Their Bets

In other news, insider John J. Lupica sold 16,375 shares of the company’s stock in a transaction that occurred on Friday, November 14th. The shares were sold at an average price of $296.45, for a total value of $4,854,368.75. Following the transaction, the insider owned 74,225 shares in the company, valued at approximately $22,004,001.25. This represents a 18.07% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the firm’s stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $296.17, for a total transaction of $3,133,478.60. Following the sale, the executive vice president directly owned 12,660 shares of the company’s stock, valued at $3,749,512.20. This trade represents a 45.52% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders sold 33,635 shares of company stock worth $9,970,735. 0.77% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

Several institutional investors and hedge funds have recently modified their holdings of the business. Vanguard Group Inc. increased its stake in shares of Chubb by 0.6% in the second quarter. Vanguard Group Inc. now owns 36,738,895 shares of the financial services provider’s stock worth $10,643,993,000 after purchasing an additional 210,053 shares in the last quarter. Berkshire Hathaway Inc increased its stake in Chubb by 15.9% in the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider’s stock worth $8,843,710,000 after buying an additional 4,299,111 shares in the last quarter. State Street Corp raised its holdings in Chubb by 0.4% during the third quarter. State Street Corp now owns 17,045,793 shares of the financial services provider’s stock valued at $4,827,852,000 after acquiring an additional 68,553 shares during the period. Geode Capital Management LLC lifted its position in shares of Chubb by 0.3% in the second quarter. Geode Capital Management LLC now owns 8,810,780 shares of the financial services provider’s stock valued at $2,541,771,000 after acquiring an additional 30,721 shares in the last quarter. Finally, Ameriprise Financial Inc. boosted its stake in shares of Chubb by 9.2% in the third quarter. Ameriprise Financial Inc. now owns 5,053,497 shares of the financial services provider’s stock worth $1,426,475,000 after acquiring an additional 427,512 shares during the period. Hedge funds and other institutional investors own 83.81% of the company’s stock.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

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.