Zacks Research Issues Optimistic Estimate for Chubb Earnings

Chubb Limited (NYSE:CB) – Equities research analysts at Zacks Research lifted their Q2 2026 earnings estimates for shares of Chubb in a report released on Tuesday, February 17th. Zacks Research analyst Team now anticipates that the financial services provider will post earnings per share of $6.54 for the quarter, up from their prior 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 released its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.15%. The business had revenue of $2.08 billion during the quarter, compared to analysts’ expectations of $11.11 billion. During the same period in the prior year, the company earned $6.02 EPS. The firm’s quarterly revenue was up 8.9% compared to the same quarter last year.

Other equities research analysts also recently issued research reports about the company. HSBC raised their price objective on Chubb from $354.00 to $357.00 and gave the company a “buy” rating in a report on Thursday, February 5th. Keefe, Bruyette & Woods lifted their price target on Chubb from $355.00 to $373.00 and gave the company an “outperform” rating in a research note on Friday, February 6th. Wolfe Research upped their price objective on Chubb from $364.00 to $372.00 and gave the company an “outperform” rating in a research note on Thursday, February 5th. BMO Capital Markets raised their price objective on shares of Chubb from $283.00 to $326.00 and gave the company a “market perform” rating in a report on Tuesday, February 10th. Finally, Evercore lifted their target price on shares of Chubb from $346.00 to $347.00 and gave the stock an “outperform” rating in a research report on Wednesday, February 4th. One equities research analyst has rated the stock with a Strong Buy rating, nine have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and an average target price of $340.81.

Chubb Stock Down 0.0%

Shares of NYSE:CB opened at $329.23 on Friday. Chubb has a 52-week low of $263.14 and a 52-week high of $335.60. The company has a market capitalization of $129.57 billion, a PE ratio of 12.80, a price-to-earnings-growth 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 company has a fifty day moving average of $313.01 and a 200-day moving average of $292.77.

Institutional Trading of Chubb

A number of institutional investors have recently bought and sold shares of the company. Harbor Capital Advisors Inc. lifted its stake in shares of Chubb by 93.6% in the 3rd 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 during the period. Cedar Mountain Advisors LLC lifted its stake in Chubb by 155.6% in the third 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 during the period. CBIZ Investment Advisory Services LLC lifted its stake in Chubb by 148.5% in the fourth quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock valued at $26,000 after buying an additional 49 shares during the period. KERR FINANCIAL PLANNING Corp bought a new position in shares of Chubb during the 3rd quarter worth approximately $31,000. Finally, Laurel Wealth Advisors LLC acquired a new stake in shares of Chubb during the 4th quarter worth approximately $31,000. Institutional investors own 83.81% of the company’s stock.

Insider Buying and Selling

In other news, EVP Timothy Alan Boroughs sold 27,817 shares of the stock in a transaction on Friday, February 6th. The shares were sold at an average price of $331.98, for a total transaction of $9,234,687.66. Following the completion of the sale, the executive vice president directly owned 11,810 shares in the company, valued at $3,920,683.80. This represents a 70.20% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which is available through the SEC website. Also, CEO Evan G. Greenberg sold 15,060 shares of Chubb stock in a transaction on Thursday, February 5th. The stock was sold at an average price of $331.47, for a total transaction 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 position. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 54,307 shares of company stock valued at $17,611,016 in the last three months. Insiders own 0.77% of the company’s stock.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised Chubb’s FY2026 EPS estimate to $25.89 and lifted several quarterly forecasts (Q2/Q3 2026, Q1–Q3 2027), which supports the company’s medium‑term earnings outlook and valuation.
• Positive Sentiment: Investor write‑ups noted Chubb reached an all‑time high in Q4 (context for recent strength). Chubb Limited (CB) Hit All-Time High in Q4
• Neutral Sentiment: Management note — Scott Henck was named Global Chief Actuary and Cynthia Bentley will succeed him as North America Chief Actuary; Paul O’Connell is retiring. Management continuity is intact, so this is operationally neutral to modestly positive. Chubb Appoints Scott Henck Global Chief Actuary
• Negative Sentiment: Zacks slashed its Q4 2027 EPS estimate from $7.60 to $5.46 — a large downward revision that likely drives near‑term negative sentiment and is the main catalyst for today’s weaker share action.
• Negative Sentiment: Additional Zacks trims: Q4 2026 was cut modestly (to $6.91) and FY2027 was lowered (to $27.24 from $27.92), plus some downgrades to Q1 2026 — these reductions add to uncertainty about late‑year profitability.

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.