Zacks Research Issues Optimistic Outlook for Chubb Earnings

Chubb Limited (NYSE:CB) – Investment analysts at Zacks Research upped their Q2 2026 earnings estimates for Chubb in a report released on Tuesday, February 17th. Zacks Research analyst Team now forecasts that the financial services provider will post earnings of $6.54 per share for the quarter, up from their prior forecast 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 announced its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, beating the consensus estimate 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 for the quarter, compared to the consensus estimate of $11.11 billion. During the same quarter in the prior year, the firm posted $6.02 earnings per share. The company’s quarterly revenue was up 8.9% compared to the same quarter last year.

A number of other equities research analysts also recently commented on CB. Citizens Jmp reaffirmed a “market outperform” rating and issued a $350.00 price objective on shares of Chubb in a research report on Wednesday, February 4th. HSBC raised their price target on Chubb from $354.00 to $357.00 and gave the stock a “buy” rating in a research note on Thursday, February 5th. Jefferies Financial Group upped their price objective 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. BMO Capital Markets raised their target price on shares of Chubb from $283.00 to $326.00 and gave the stock a “market perform” rating in a research report on Tuesday, February 10th. Finally, Barclays boosted their target price on shares of Chubb from $317.00 to $339.00 and gave the company an “equal weight” rating in a report on Thursday, January 8th. One investment analyst has rated the stock with a Strong Buy rating, nine have issued 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.com, the stock currently has a consensus rating of “Hold” and a consensus target price of $340.81.

Chubb Trading Up 0.6%

Shares of CB opened at $331.27 on Friday. Chubb has a fifty-two week low of $264.10 and a fifty-two week high of $335.60. The company has a market capitalization of $130.37 billion, a PE ratio of 12.88, a price-to-earnings-growth ratio of 2.12 and a beta of 0.49. The stock has a fifty day moving average of $313.47 and a two-hundred day moving average of $293.39. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.24.

Institutional Inflows and Outflows

A number of hedge funds and other institutional investors have recently modified their holdings of the stock. Berkshire Hathaway Inc lifted its position in Chubb by 15.9% during the 3rd quarter. Berkshire Hathaway Inc now owns 31,332,895 shares of the financial services provider’s stock worth $8,843,710,000 after acquiring an additional 4,299,111 shares in the last quarter. Norges Bank purchased a new stake in shares of Chubb during the second quarter valued at approximately $1,195,137,000. Price T Rowe Associates Inc. MD raised its stake in shares of Chubb by 25.6% during the fourth quarter. Price T Rowe Associates Inc. MD now owns 14,947,799 shares of the financial services provider’s stock valued at $4,665,508,000 after purchasing an additional 3,049,987 shares during the period. UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC acquired a new position in shares of Chubb during the fourth quarter worth $795,378,000. Finally, GQG Partners LLC lifted its position in shares of Chubb by 15.2% during the fourth quarter. GQG Partners LLC now owns 12,481,176 shares of the financial services provider’s stock worth $3,895,627,000 after purchasing an additional 1,647,729 shares in the last quarter. Institutional investors and hedge funds 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 firm’s stock in a transaction on Friday, February 6th. The shares were sold at an average price of $331.98, for a total value of $9,234,687.66. Following the transaction, the executive vice president owned 11,810 shares of the company’s stock, valued at approximately $3,920,683.80. This trade represents a 70.20% decrease in their position. The sale was disclosed in a legal filing with the SEC, which is available at this link. Also, CEO Evan G. Greenberg sold 15,060 shares of the company’s 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 sale, the chief executive officer directly owned 511,576 shares of the company’s stock, valued at approximately $169,572,096.72. This trade represents a 2.86% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Over the last ninety days, insiders have sold 54,307 shares of company stock worth $17,611,016. 0.77% of the stock is currently owned by corporate insiders.

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.