Analysts Set Expectations for Chubb’s Q2 Earnings (NYSE:CB)

Chubb Limited (NYSE:CB) – Analysts at Zacks Research increased their Q2 2026 EPS estimates for shares of Chubb in a report issued on Tuesday, February 17th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings of $6.54 per share for the quarter, up from their previous estimate of $6.39. The consensus estimate for Chubb’s current full-year earnings is $21.52 per share. Zacks Research also issued estimates for Chubb’s Q4 2026 earnings at $6.91 EPS, Q1 2027 earnings at $6.34 EPS, Q2 2027 earnings at $7.54 EPS, Q3 2027 earnings at $7.90 EPS and Q4 2027 earnings at $5.46 EPS.

Chubb (NYSE:CB) last posted its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 EPS for the quarter, topping analysts’ consensus estimates of $6.33 by $1.19. The company had revenue of $2.08 billion during the quarter, compared to the consensus estimate of $11.11 billion. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The company’s quarterly revenue was up 8.9% on a year-over-year basis. During the same period in the prior year, the business posted $6.02 EPS.

A number of other research firms also recently weighed in on CB. Deutsche Bank Aktiengesellschaft raised their price target on Chubb from $303.00 to $304.00 and gave the company a “hold” rating in a research note on Monday, November 24th. UBS Group reissued a “neutral” rating and issued a $340.00 price objective on shares of Chubb in a report on Monday, February 9th. Barclays boosted their target price 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. Morgan Stanley set a $350.00 price target on shares of Chubb in a research report on Friday, January 16th. Finally, Jefferies Financial Group increased their price target on shares of Chubb from $326.00 to $333.00 and gave the company a “hold” rating in a research note on Thursday, February 5th. One research analyst has rated the stock with a Strong Buy rating, nine have assigned a Buy rating, eleven have given a Hold rating and one has issued a Sell rating to the company’s stock. According to data from MarketBeat, the company presently has a consensus rating of “Hold” and a consensus price target of $340.81.

Chubb Price Performance

NYSE:CB opened at $331.27 on Friday. Chubb has a 52-week low of $264.10 and a 52-week high of $335.60. The company has a market cap of $130.37 billion, a P/E ratio of 12.88, a P/E/G ratio of 2.10 and a beta of 0.49. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.24. The stock’s 50-day simple moving average is $313.47 and its 200 day simple moving average is $293.21.

Institutional Investors Weigh In On Chubb

Hedge funds have recently bought and sold shares of the stock. Wick Capital Partners LLC bought a new position in shares of Chubb during the fourth quarter worth approximately $1,051,000. Hamilton Wealth LLC boosted its stake in Chubb by 19.9% in the 4th quarter. Hamilton Wealth LLC now owns 3,308 shares of the financial services provider’s stock valued at $1,033,000 after purchasing an additional 549 shares during the period. Van Diest Capital LLC acquired a new position in Chubb in the 4th quarter valued at $322,000. TMB Capital Partners LLC acquired a new position in Chubb in the 4th quarter valued at $2,131,000. Finally, Harbour Wealth Management Group Inc. bought a new position in Chubb during the 4th quarter worth $675,000. 83.81% of the stock is currently owned by institutional investors and hedge funds.

Insiders Place Their Bets

In other news, CEO Evan G. Greenberg sold 15,060 shares of the stock in a transaction dated 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 $169,572,096.72. This 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 can be accessed through this link. Also, EVP Timothy Alan Boroughs sold 27,817 shares of the firm’s stock in a transaction dated 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 sale, the executive vice president 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 SEC filing for this sale provides additional information. Over the last ninety days, insiders have sold 54,307 shares of company stock valued at $17,611,016. Company insiders own 0.77% of the company’s stock.

Key Chubb News

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised near‑term and near‑term‑cyclical outlooks — including Q3 2026 (from $5.85 to $6.20), Q1 2027 (from $6.08 to $6.34), Q2 2026 (from $6.39 to $6.54), Q2 2027 (from $7.39 to $7.54), Q3 2027 (from $6.85 to $7.90) and lifted FY2026 and FY2028 estimates — these upward tweaks support expectations for stronger earnings in the coming quarters and likely helped the stock.
• Positive Sentiment: Management succession: Chubb promoted Scott Henck to Group Chief Actuary with internal succession for North America actuarial leadership, a smooth transition that reduces execution risk on reserving and pricing. Chubb Appoints Scott Henck Global Chief Actuary
• Negative Sentiment: Zacks sharply cut its Q4 2027 EPS view (from $7.60 to $5.46) — a sizeable downward revision that may signal one‑off headwinds, reserve pressure or modeling changes; this large cut is the main negative driver and could weigh on sentiment.
• Negative Sentiment: Other downward moves: Zacks trimmed Q4 2026 (to $6.91 from $7.07), cut Q1 2026 (to $6.25 from $6.40) and lowered FY2027 (to $27.24 from $27.92) — these reductions temper the otherwise constructive near‑term revisions and add uncertainty to the medium‑term outlook.

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.