4,518 Shares in Chubb Limited $CB Acquired by Canandaigua National Bank & Trust Co.

Canandaigua National Bank & Trust Co. purchased a new stake in shares of Chubb Limited (NYSE:CB) during the second quarter, according to its most recent filing with the Securities & Exchange Commission. The firm purchased 4,518 shares of the financial services provider’s stock, valued at approximately $1,539,000.

Other large investors have also recently made changes to their positions in the company. CBIZ Investment Advisory Services LLC boosted its stake in shares of Chubb by 148.5% in the 4th quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 49 shares in the last quarter. Frazier Financial Advisors LLC raised its position in Chubb by 86.4% in the 1st quarter. Frazier Financial Advisors LLC now owns 82 shares of the financial services provider’s stock worth $27,000 after purchasing an additional 38 shares during the period. Merkkuri Wealth Advisors LLC purchased a new position in Chubb in the 1st quarter worth $29,000. Laurel Wealth Advisors LLC bought a new stake in Chubb in the fourth quarter worth $31,000. Finally, Ares Financial Consulting LLC purchased a new stake in Chubb during the fourth quarter valued at about $32,000. 83.81% of the stock is owned by hedge funds and other institutional investors.

Insider Activity at Chubb

In related news, COO John W. Keogh sold 23,000 shares of Chubb stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $321.51, for a total value of $7,394,730.00. Following the sale, the chief operating officer owned 203,322 shares in the company, valued at $65,370,056.22. The trade was a 10.16% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, EVP Joseph F. Wayland sold 8,502 shares of the business’s stock in a transaction on Tuesday, July 28th. The shares were sold at an average price of $364.54, for a total transaction of $3,099,319.08. Following the transaction, the executive vice president directly owned 33,749 shares in the company, valued at approximately $12,302,860.46. The trade was a 20.12% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. 0.37% of the stock is currently owned by insiders.

Chubb Stock Performance

Chubb stock opened at $352.44 on Thursday. The company has a current ratio of 0.29, a quick ratio of 0.29 and a debt-to-equity ratio of 0.22. The firm has a 50-day moving average of $339.82 and a 200-day moving average of $329.92. The firm has a market cap of $135.97 billion, a P/E ratio of 12.47, a P/E/G ratio of 1.72 and a beta of 0.39. Chubb Limited has a 1-year low of $265.30 and a 1-year high of $365.91.

Chubb (NYSE:CB) last announced its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $7.26 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.77 by $0.49. The company had revenue of $11.97 billion for the quarter, compared to the consensus estimate of $15.07 billion. Chubb had a return on equity of 14.47% and a net margin of 18.10%.Chubb’s revenue was up 3.6% compared to the same quarter last year. During the same quarter in the previous year, the business earned $6.14 EPS. Sell-side analysts expect that Chubb Limited will post 27.45 EPS for the current year.

Chubb Increases Dividend

The firm also recently disclosed a quarterly dividend, which was paid on Thursday, July 2nd. Stockholders of record on Friday, June 12th were given a $1.02 dividend. The ex-dividend date was Friday, June 12th. This represents a $4.08 dividend on an annualized basis and a dividend yield of 1.2%. This is an increase from Chubb’s previous quarterly dividend of $0.97. Chubb’s dividend payout ratio is 14.43%.

Key Headlines Impacting Chubb

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised Chubb’s FY2026 EPS estimate to $27.38 from $26.72 and increased its FY2028 forecast to $30.67 from $29.97. Analysts also lifted estimates for Q1 2027, Q3 2027 and Q1–Q2 2028, signaling improving expectations for the insurer’s longer-term earnings growth.
• Positive Sentiment: The FY2026 estimate of $27.38 is broadly in line with the current consensus forecast of $27.40, while the FY2028 projection implies continued earnings expansion. The positive revisions likely support sentiment toward CB and help explain its recent increase.
• Neutral Sentiment: Chubb announced leadership changes at Westchester, its North American wholesale excess and surplus-lines business. Dave Lupica was named executive chairman, while Dave Roberts was appointed division president. The appointments provide continuity but are not expected to materially alter near-term financial results. Westchester, a Chubb Company, Announces Key Leadership Appointments
• Negative Sentiment: Zacks reduced several estimates, including Q3 2026 EPS to $6.19 from $6.28, Q2 2027 EPS to $7.19 from $7.34, Q4 2027 EPS to $6.97 from $7.37, and FY2027 EPS to $28.14 from $28.39. These cuts indicate some pressure in selected reporting periods and may limit the upside reaction.

Analyst Upgrades and Downgrades

Several research analysts have recently commented on the company. Citigroup reiterated a “market outperform” rating on shares of Chubb in a report on Wednesday, July 22nd. Morgan Stanley increased their target price on Chubb from $330.00 to $340.00 and gave the company an “equal weight” rating in a report on Monday, July 6th. UBS Group lifted their price target on Chubb from $340.00 to $369.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 8th. HSBC downgraded Chubb from a “buy” rating to a “hold” rating and boosted their price objective for the company from $370.00 to $373.00 in a research report on Monday, July 6th. Finally, Weiss Ratings raised Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a research note on Monday, June 29th. Two equities research analysts have rated the stock with a Strong Buy rating, seven have assigned a Buy rating, twelve have given a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, Chubb has a consensus rating of “Hold” and an average price target of $360.09.

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.