Chubb Limited $CB Shares Sold by Horizon Investment Services LLC

Horizon Investment Services LLC decreased its holdings in shares of Chubb Limited (NYSE:CB) by 85.5% during the 3rd quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The firm owned 2,687 shares of the financial services provider’s stock after selling 15,827 shares during the quarter. Horizon Investment Services LLC’s holdings in Chubb were worth $758,000 at the end of the most recent quarter.

Other large investors have also recently bought and sold shares of the company. Harbor Capital Advisors Inc. raised its position in shares of Chubb by 93.6% during the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 44 shares during the period. Cedar Mountain Advisors LLC grew its stake in Chubb by 155.6% during the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock worth $26,000 after buying an additional 56 shares during the last quarter. VSM Wealth Advisory LLC bought a new stake in Chubb in the second quarter valued at $32,000. Cornerstone Planning Group LLC lifted its stake in Chubb by 81.5% in the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock valued at $33,000 after buying an additional 53 shares during the last quarter. Finally, Heartwood Wealth Advisors LLC acquired a new position in shares of Chubb during the third quarter valued at $34,000. Institutional investors own 83.81% of the company’s stock.

Insider Transactions at Chubb

In other Chubb news, EVP Timothy Alan Boroughs sold 10,580 shares of Chubb stock in a transaction that occurred on Monday, November 24th. The shares were sold at an average price of $296.17, for a total value of $3,133,478.60. Following the transaction, the executive vice president owned 12,660 shares in the company, valued at approximately $3,749,512.20. The trade was a 45.52% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this hyperlink. Also, EVP Joseph F. Wayland sold 5,830 shares of the stock in a transaction on Thursday, November 13th. The shares were sold at an average price of $297.08, for a total value of $1,731,976.40. Following the sale, the executive vice president owned 60,593 shares of the company’s stock, valued at $18,000,968.44. This trade represents a 8.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 33,635 shares of company stock valued at $9,970,735 in the last quarter. Insiders own 0.77% of the company’s stock.

Wall Street Analyst Weigh In

CB has been the topic of a number of analyst reports. Citizens Jmp reaffirmed a “market outperform” rating and issued a $350.00 price objective on shares of Chubb in a report on Wednesday. Morgan Stanley set a $350.00 price target on shares of Chubb in a research note on Friday, January 16th. JPMorgan Chase & Co. boosted their price objective on Chubb from $327.00 to $330.00 and gave the stock a “neutral” rating in a research report on Wednesday. Jefferies Financial Group increased their price objective on Chubb from $302.00 to $326.00 and gave the stock a “hold” rating in a report on Tuesday, December 16th. Finally, Barclays boosted their price target on Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Two research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company. According to MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $325.90.

Chubb Stock Performance

CB opened at $329.08 on Thursday. The business has a 50 day moving average price of $306.03 and a two-hundred day moving average price of $288.39. The company has a debt-to-equity ratio of 0.20, a current ratio of 0.27 and a quick ratio of 0.27. The company has a market capitalization of $129.51 billion, a price-to-earnings ratio of 12.79, a price-to-earnings-growth ratio of 2.01 and a beta of 0.49. Chubb Limited has a 1-year low of $263.14 and a 1-year high of $333.85.

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. Chubb had a return on equity of 13.39% and a net margin of 17.36%.The company had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. During the same quarter in the previous year, the business earned $6.02 EPS. The company’s quarterly revenue was up 8.9% compared to the same quarter last year. Research analysts predict that Chubb Limited will post 21.52 EPS for the current fiscal year.

Chubb Dividend Announcement

The firm also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Stockholders of record on Friday, December 12th were given a dividend of $0.97 per share. The ex-dividend date was Friday, December 12th. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. Chubb’s dividend payout ratio (DPR) is 16.19%.

Key Stories Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q4 earnings beat — Chubb reported core EPS of $7.52 (up ~25% y/y), topping estimates as investment gains and lower catastrophe losses boosted results. Underwriting income was a major contributor. Chubb’s quarterly profit rises
• Positive Sentiment: Very strong combined-ratio performance — Reports cite a record-low combined ratio and an 81.2% combined ratio figure cited by analysts, indicating materially improved P&C underwriting profitability. Chubb beats Q4 estimates
• Positive Sentiment: Multiple positive analyst moves — Several firms raised price targets or reaffirmed outperform/buy views (examples: Citizens JMP $350 target, Evercore to $347, Roth to $360), supporting upside expectations. Analyst price-target and rating changes
• Positive Sentiment: Revenue and top-line — Q4 revenue was roughly in line with estimates and rose ~9% y/y, a supportive sign that earnings gains were not solely from one-off items. Chubb posts Q4 sales in line
• Neutral Sentiment: Coverage mix — Some desks (e.g., JPMorgan) nudged targets only slightly and kept neutral/hold views, signaling that while results were good, valuation and long‑term upside are debated. JPMorgan adjusts price target
• Neutral Sentiment: Piper Sandler rating — Some firms maintained/issued hold ratings, indicating mixed views among analysts despite the beat. Piper Sandler hold
• Negative Sentiment: ROE sustainability question — Commentary and analysis raised questions about how sustainably Chubb can maintain the recent high ROE and underwriting margins long term; this is a watch item for investors assessing forward returns and valuation. ROE sustainability question looms

About Chubb

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.