Chubb Limited $CB Shares Sold by Edgestream Partners L.P.

Edgestream Partners L.P. lowered its holdings in Chubb Limited (NYSE:CB) by 67.5% in the first quarter, according to its most recent Form 13F filing with the SEC. The fund owned 1,093 shares of the financial services provider’s stock after selling 2,269 shares during the period. Edgestream Partners L.P.’s holdings in Chubb were worth $356,000 at the end of the most recent reporting period.

Other hedge funds have also recently bought and sold shares of the company. CBIZ Investment Advisory Services LLC increased its holdings in Chubb by 148.5% during the 4th quarter. CBIZ Investment Advisory Services LLC now owns 82 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 49 shares during the last quarter. Frazier Financial Advisors LLC raised its position in shares of Chubb by 86.4% in the 1st quarter. Frazier Financial Advisors LLC now owns 82 shares of the financial services provider’s stock valued at $27,000 after purchasing an additional 38 shares in the last quarter. Merkkuri Wealth Advisors LLC purchased a new position in shares of Chubb during the 1st quarter valued at approximately $29,000. Laurel Wealth Advisors LLC purchased a new position in shares of Chubb during the 4th quarter valued at approximately $31,000. Finally, Ares Financial Consulting LLC purchased a new position in shares of Chubb during the 4th quarter valued at approximately $32,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

Analyst Ratings Changes

A number of analysts recently issued reports on the stock. The Goldman Sachs Group lifted their price target on shares of Chubb from $362.00 to $386.00 and gave the stock a “buy” rating in a research note on Wednesday, July 1st. Mizuho upped their price target on shares of Chubb from $335.00 to $352.00 and gave the company a “neutral” rating in a report on Thursday, July 9th. HSBC downgraded shares of Chubb from a “buy” rating to a “hold” rating and increased their price objective for the company from $370.00 to $373.00 in a research note on Monday, July 6th. Evercore reissued an “outperform” rating and set a $374.00 price objective on shares of Chubb in a report on Friday, July 10th. Finally, UBS Group boosted their target price on shares of Chubb from $340.00 to $369.00 and gave the stock a “neutral” rating in a research report on Wednesday, July 8th. 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 assigned a Sell rating to the company’s stock. According to MarketBeat.com, the stock presently has a consensus rating of “Hold” and a consensus target price of $360.09.

Insiders Place Their Bets

In other Chubb news, 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 completion of the sale, the executive vice president owned 33,749 shares in the company, valued at $12,302,860.46. The trade was a 20.12% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, COO John W. Keogh sold 23,000 shares of the business’s stock in a transaction on Wednesday, May 27th. The shares were sold at an average price of $321.51, for a total transaction of $7,394,730.00. Following the sale, the chief operating officer owned 203,322 shares of the company’s stock, valued at approximately $65,370,056.22. The trade was a 10.16% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders own 0.37% of the company’s stock.

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.

Chubb Trading Up 1.2%

NYSE:CB opened at $352.44 on Thursday. The company has a market cap of $135.97 billion, a PE ratio of 12.47, a P/E/G ratio of 1.72 and a beta of 0.39. The business’s 50 day moving average is $339.82 and its two-hundred day moving average is $329.92. The company has a quick ratio of 0.29, a current ratio of 0.29 and a debt-to-equity ratio of 0.22. Chubb Limited has a 52 week low of $265.30 and a 52 week high of $365.91.

Chubb (NYSE:CB) last issued its quarterly earnings results on Tuesday, July 21st. The financial services provider reported $7.26 earnings per share for the quarter, beating analysts’ consensus estimates of $6.77 by $0.49. Chubb had a return on equity of 14.47% and a net margin of 18.10%.The business had revenue of $11.97 billion during the quarter, compared to the consensus estimate of $15.07 billion. The business’s quarterly revenue was up 3.6% on a year-over-year basis. During the same period in the previous year, the business earned $6.14 EPS. On average, analysts predict 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. Shareholders of record on Friday, June 12th were issued a $1.02 dividend. This is a boost from Chubb’s previous quarterly dividend of $0.97. This represents a $4.08 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date of this dividend was Friday, June 12th. Chubb’s dividend payout ratio is presently 14.43%.

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.