Chubb Limited $CB Shares Sold by Cullen Capital Management LLC

Cullen Capital Management LLC lowered its stake in shares of Chubb Limited (NYSE:CB) by 1.4% during the 3rd quarter, HoldingsChannel.com reports. The fund owned 685,887 shares of the financial services provider’s stock after selling 9,615 shares during the quarter. Chubb accounts for about 2.1% of Cullen Capital Management LLC’s holdings, making the stock its 20th biggest holding. Cullen Capital Management LLC’s holdings in Chubb were worth $193,592,000 at the end of the most recent quarter.

Several other hedge funds and other institutional investors have also recently modified their holdings of CB. Westbourne Investment Advisors Inc. lifted its stake in Chubb by 12.3% in the 3rd quarter. Westbourne Investment Advisors Inc. now owns 22,233 shares of the financial services provider’s stock valued at $6,275,000 after buying an additional 2,427 shares in the last quarter. Assetmark Inc. raised its holdings in shares of Chubb by 14.1% during the second quarter. Assetmark Inc. now owns 71,294 shares of the financial services provider’s stock valued at $20,655,000 after acquiring an additional 8,828 shares during the last quarter. Trifecta Capital Advisors LLC lifted its position in shares of Chubb by 764.7% in the second quarter. Trifecta Capital Advisors LLC now owns 147 shares of the financial services provider’s stock valued at $43,000 after acquiring an additional 130 shares in the last quarter. Sivia Capital Partners LLC boosted its stake in shares of Chubb by 166.3% in the third quarter. Sivia Capital Partners LLC now owns 3,707 shares of the financial services provider’s stock worth $1,046,000 after acquiring an additional 2,315 shares during the last quarter. Finally, Vanguard Personalized Indexing Management LLC increased its position in shares of Chubb by 28.4% during the second quarter. Vanguard Personalized Indexing Management LLC now owns 57,794 shares of the financial services provider’s stock worth $16,750,000 after purchasing an additional 12,784 shares in the last quarter. 83.81% of the stock is owned by hedge funds and other institutional investors.

Insider Activity

In other news, insider John J. Lupica sold 16,375 shares of the company’s stock in a transaction on Friday, November 14th. The stock was sold at an average price of $296.45, for a total value of $4,854,368.75. Following the transaction, the insider owned 74,225 shares of the company’s stock, valued at $22,004,001.25. This represents a 18.07% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, EVP Joseph F. Wayland sold 5,830 shares of the firm’s stock in a transaction dated Thursday, November 13th. The stock was sold at an average price of $297.08, for a total value of $1,731,976.40. Following the sale, the executive vice president directly owned 60,593 shares of the company’s stock, valued at $18,000,968.44. The trade was a 8.78% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 33,635 shares of company stock valued at $9,970,735 in the last quarter. Insiders own 0.77% of the company’s stock.

Chubb Stock Performance

NYSE:CB opened at $329.08 on Thursday. The company’s 50-day moving average is $306.03 and its two-hundred day moving average is $288.39. Chubb Limited has a 1-year low of $263.14 and a 1-year high of $333.85. 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 firm has a market capitalization of $129.51 billion, a price-to-earnings ratio of 12.79, a PEG ratio of 2.01 and a beta of 0.49.

Chubb (NYSE:CB) last announced its quarterly earnings results 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 13.39%. The business had revenue of $2.08 billion during the quarter, compared to the consensus estimate of $11.11 billion. During the same quarter last year, the firm earned $6.02 EPS. The business’s revenue was up 8.9% compared to the same quarter last year. Analysts forecast that Chubb Limited will post 21.52 EPS for the current year.

Chubb Dividend Announcement

The firm also recently announced a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were given a $0.97 dividend. The ex-dividend date was Friday, December 12th. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. Chubb’s payout ratio is currently 16.19%.

Chubb News Roundup

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

Analysts Set New Price Targets

A number of research analysts have weighed in on the company. BMO Capital Markets restated a “market perform” rating and issued a $283.00 price objective on shares of Chubb in a report on Thursday, October 23rd. Evercore ISI raised their price target on shares of Chubb from $346.00 to $347.00 and gave the stock an “outperform” rating in a research note on Wednesday. Citizens Jmp restated a “market outperform” rating and set a $350.00 price target on shares of Chubb in a research report on Wednesday. Deutsche Bank Aktiengesellschaft increased their price objective on shares of Chubb from $303.00 to $304.00 and gave the company a “hold” rating in a report on Monday, November 24th. Finally, Wolfe Research raised their target price on shares of Chubb from $336.00 to $364.00 and gave the stock an “outperform” rating in a research note on Thursday, December 11th. Two 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 issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock currently has an average rating of “Moderate Buy” and a consensus target price of $325.90.

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.