Analysts Offer Predictions for Chubb’s Q1 Earnings (NYSE:CB)

Chubb Limited (NYSE:CB) – Investment analysts at Zacks Research lowered their Q1 2026 earnings estimates for Chubb in a research note issued on Tuesday, February 17th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $6.25 per share for the quarter, down from their previous estimate of $6.40. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb’s Q3 2026 earnings at $6.20 EPS, FY2026 earnings at $25.89 EPS, FY2027 earnings at $27.24 EPS and FY2028 earnings at $27.26 EPS.

A number of other analysts also recently weighed in on the company. Keefe, Bruyette & Woods boosted their target price on Chubb from $355.00 to $373.00 and gave the stock an “outperform” rating in a research report on Friday, February 6th. Barclays boosted their price objective on shares of Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a report on Thursday, January 8th. Citigroup increased their target price on shares of Chubb from $335.00 to $385.00 and gave the company a “buy” rating in a report on Monday, February 9th. Piper Sandler lifted their price objective on Chubb from $283.00 to $319.00 and gave the stock a “neutral” rating in a report on Wednesday, February 4th. Finally, Cantor Fitzgerald boosted their target price on Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research note on Wednesday, January 14th. One 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 company. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and an average target price of $340.81.

Chubb Trading Down 0.0%

NYSE CB opened at $329.23 on Thursday. The company has a quick ratio of 0.27, a current ratio of 0.24 and a debt-to-equity ratio of 0.20. The stock’s 50-day simple moving average is $313.01 and its two-hundred day simple moving average is $292.77. Chubb has a twelve month low of $263.14 and a twelve month high of $335.60. The company has a market capitalization of $129.57 billion, a price-to-earnings ratio of 12.80, a PEG ratio of 2.10 and a beta of 0.49.

Chubb (NYSE:CB) last announced 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. The business had revenue of $2.08 billion for the quarter, compared to analyst estimates of $11.11 billion. Chubb had a return on equity of 13.15% and a net margin of 17.36%.The company’s quarterly revenue was up 8.9% compared to the same quarter last year. During the same period in the prior year, the company earned $6.02 EPS.

Insider Activity

In other Chubb news, 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 transaction, the executive vice president owned 11,810 shares in the company, valued at approximately $3,920,683.80. This represents a 70.20% 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 this link. Also, CEO Evan G. Greenberg sold 15,060 shares of the business’s stock in a transaction on Thursday, February 5th. The shares were sold at an average price of $331.47, for a total transaction of $4,991,938.20. Following the sale, 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 position. The disclosure for this sale is available in the SEC filing. Insiders sold 54,307 shares of company stock valued at $17,611,016 over the last 90 days. 0.77% of the stock is currently owned by company insiders.

Hedge Funds Weigh In On Chubb

Institutional investors and hedge funds have recently modified their holdings of the stock. Harbor Capital Advisors Inc. raised its holdings in Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after buying an additional 44 shares during the last quarter. Cedar Mountain Advisors LLC increased its position 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. CBIZ Investment Advisory Services LLC raised its holdings in Chubb by 148.5% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 49 shares during the last quarter. KERR FINANCIAL PLANNING Corp bought a new position in Chubb in the 3rd quarter valued at approximately $31,000. Finally, Laurel Wealth Advisors LLC purchased a new stake in Chubb during the 4th quarter valued at $31,000. 83.81% of the stock is currently owned by institutional investors.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Internal succession announced — Scott Henck named Group Chief Actuary and Cynthia Bentley promoted to North America Chief Actuary, providing continuity in actuarial leadership and signaling an orderly transition as longtime chief Paul O’Connell retires. Chubb Appoints Scott Henck Global Chief Actuary
• Positive Sentiment: Zacks raised Chubb’s FY2026 and Q3 2026 EPS outlook (FY2026 to $25.89 and Q3 to $6.20), which supports a stronger near-term earnings trajectory versus prior forecasts and can underpin valuation. (Zacks research notes)
• Positive Sentiment: Coverage highlighting Chubb hitting an all-time high in Q4 signals bullish investor sentiment and positive performance commentary from portfolio managers, which can attract further institutional flows. Chubb Limited (CB) Hit All-Time High in Q4
• Positive Sentiment: Strategic partnership/market-opportunity stories (Huatai and Nubank tie-up) have been flagged as potential growth catalysts in some coverage — these deal-related angles could expand Chubb’s distribution in high-growth markets if realized. Chubb’s Huatai Bet and Nubank Tie-Up Could Be A Game Changer For Chubb (CB)
• Positive Sentiment: Notable portfolio positioning — writeups noting a 3.29% portfolio allocation by an institutional manager point to continued demand from large investors. David Rolfe’s Strategic Moves: Chubb Ltd Takes Center Stage with 3.29% Portfolio Share
• Neutral Sentiment: Zacks published FY2027 and FY2028 estimates (FY2027 ~$27.24; FY2028 ~$27.26) — these provide a baseline for multi-year earnings expectations but were accompanied by mixed directional edits. (Zacks research notes)
• Negative Sentiment: Zacks trimmed Q1 2026 (to $6.25 from $6.40) and lowered FY2027 estimates (to $27.24 from $27.92), which could pressure near-term sentiment and lead some traders to mark down near-term multiples. (Zacks research notes)

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.