Chubb Limited $CB Stake Reduced by Y Intercept Hong Kong Ltd

Y Intercept Hong Kong Ltd cut its stake in Chubb Limited (NYSE:CB) by 79.5% during the 3rd quarter, Holdings Channel.com reports. The institutional investor owned 3,219 shares of the financial services provider’s stock after selling 12,492 shares during the period. Y Intercept Hong Kong Ltd’s holdings in Chubb were worth $909,000 as of its most recent filing with the Securities and Exchange Commission (SEC).

Several other hedge funds and other institutional investors also recently modified their holdings of the company. Harbor Capital Advisors Inc. increased its position in Chubb by 93.6% in the 3rd quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock valued at $26,000 after acquiring an additional 44 shares during the period. Cedar Mountain Advisors LLC increased its holdings in shares of Chubb by 155.6% during the third quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock valued at $26,000 after purchasing an additional 56 shares during the period. VSM Wealth Advisory LLC bought a new stake in shares of Chubb during the second quarter valued at about $32,000. Heartwood Wealth Advisors LLC acquired a new stake in Chubb in the third quarter worth about $34,000. Finally, Financial Consulate Inc. acquired a new stake in Chubb in the third quarter worth about $37,000. Institutional investors and hedge funds own 83.81% of the company’s stock.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Zacks raised its FY2026 and Q4 2026/Q4 2027 EPS outlooks (FY2026 to $25.71; Q4 2026 to $7.07; Q4 2027 to $7.60), signaling better-than-expected earnings power and supporting valuation.
• Positive Sentiment: Zacks says Chubb is likely to deliver a Q4 earnings beat driven by premium growth, investment income and strong retention — a direct earnings catalyst traders watch into reporting. Is a Beat in Store for Chubb Limited This Earnings Season?
• Positive Sentiment: Zacks includes Chubb among insurers poised to outperform estimates thanks to solid retention, pricing discipline and exposure growth — a favorable sector view that can lift investor appetite. 4 Insurers Poised to Outperform Estimates This Earnings Season
• Positive Sentiment: Coverage pieces highlight Chubb as a value/defensive insurance name and note recent analyst upgrades that underscore its appeal to cautious, long-term investors — supportive for multiple investor types. How Analyst Upgrades Highlight Chubb’s (CB) Discipline and Appeal to Long-Term, Cautious Investors
• Neutral Sentiment: A Seeking Alpha comparison piece examines Allstate vs. Chubb (stability vs. turnaround) — useful context for investors weighing relative risk/return but not an immediate earnings catalyst. Allstate Vs. Chubb: Paying For Stability Or Buying The Turnaround
• Negative Sentiment: Zacks trimmed several near-term quarterly EPS forecasts (Q1 2026 to $6.40 from $6.45; Q2 2026 to $6.39 from $6.43; Q1 2027 to $6.08 from $6.14; Q2 2027 to $7.39 from $7.43). These small downgrades reflect modest near-term headwinds and could cap upside if the company misses seasonal drivers.

Insider Buying and Selling at Chubb

In other Chubb news, insider John J. Lupica sold 16,375 shares of Chubb stock in a transaction dated Friday, November 14th. The stock was sold at an average price of $296.45, for a total transaction 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. The trade was a 18.07% decrease in their position. The transaction was disclosed in a legal filing with the SEC, which is available through this hyperlink. Also, EVP Joseph F. Wayland sold 5,830 shares of the company’s stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $297.08, for a total transaction of $1,731,976.40. Following the completion of the transaction, the executive vice president owned 60,593 shares in the company, valued at approximately $18,000,968.44. This represents a 8.78% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 33,635 shares of company stock valued at $9,970,735 in the last three months. 0.77% of the stock is currently owned by company insiders.

Analysts Set New Price Targets

A number of research firms have commented on CB. Citigroup restated a “market outperform” rating on shares of Chubb in a research report on Friday, January 16th. BMO Capital Markets reissued a “market perform” rating and set a $283.00 target price on shares of Chubb in a report on Thursday, October 23rd. Barclays upped their target price on Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Cantor Fitzgerald lifted their price target on Chubb from $300.00 to $309.00 and gave the company a “neutral” rating in a research report on Wednesday, January 14th. Finally, Keefe, Bruyette & Woods boosted their price objective on Chubb from $335.00 to $355.00 and gave the stock an “outperform” rating in a research note on Tuesday, January 6th. Two research analysts have rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company. Based on data from MarketBeat, the stock has an average rating of “Moderate Buy” and a consensus price target of $324.00.

Chubb Trading Up 1.0%

Shares of CB opened at $309.38 on Monday. The business’s 50-day moving average price is $304.79 and its 200 day moving average price is $287.57. The company has a current ratio of 0.27, a quick ratio of 0.27 and a debt-to-equity ratio of 0.20. The stock has a market capitalization of $121.76 billion, a P/E ratio of 12.91, a P/E/G ratio of 1.99 and a beta of 0.51. Chubb Limited has a 1-year low of $263.14 and a 1-year high of $316.94.

Chubb Announces Dividend

The company also recently declared a quarterly dividend, which was paid on Friday, January 2nd. Investors of record on Friday, December 12th were given a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 1.3%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is 16.19%.

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.