Midwest Trust Co raised its stake in Chubb Limited (NYSE:CB – Free Report) by 0.9% during the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 196,900 shares of the financial services provider’s stock after acquiring an additional 1,852 shares during the period. Midwest Trust Co owned approximately 0.05% of Chubb worth $61,456,000 as of its most recent SEC filing.
Several other institutional investors and hedge funds have also recently modified their holdings of the stock. Spire Wealth Management lifted its holdings in shares of Chubb by 490.5% during the fourth quarter. Spire Wealth Management now owns 8,615 shares of the financial services provider’s stock valued at $2,689,000 after purchasing an additional 7,156 shares in the last quarter. Chesley Taft & Associates LLC increased its holdings in Chubb by 7.4% in the 4th quarter. Chesley Taft & Associates LLC now owns 102,427 shares of the financial services provider’s stock worth $31,970,000 after buying an additional 7,043 shares in the last quarter. Pallas Capital Advisors LLC raised its position in Chubb by 42.3% in the 4th quarter. Pallas Capital Advisors LLC now owns 14,243 shares of the financial services provider’s stock worth $4,446,000 after buying an additional 4,233 shares during the last quarter. Caprock Group LLC purchased a new position in Chubb in the 3rd quarter worth about $3,123,000. Finally, waypoint wealth counsel lifted its stake in Chubb by 76.4% during the 4th quarter. waypoint wealth counsel now owns 4,118 shares of the financial services provider’s stock valued at $1,285,000 after acquiring an additional 1,784 shares during the period. 83.81% of the stock is currently owned by institutional investors.
Insider Buying and Selling
In related news, Director Olivier Steimer sold 2,000 shares of the firm’s stock in a transaction on Thursday, March 19th. The stock was sold at an average price of $329.30, for a total value of $658,600.00. Following the transaction, the director directly owned 25,468 shares of the company’s stock, valued at approximately $8,386,612.40. This trade represents a 7.28% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this link. Corporate insiders own 0.37% of the company’s stock.
Chubb Stock Performance
Chubb (NYSE:CB – Get Free Report) last announced its earnings results on Tuesday, March 31st. The financial services provider reported $6.82 EPS for the quarter. Chubb had a net margin of 18.58% and a return on equity of 14.30%. The business had revenue of $14.93 billion during the quarter. On average, equities research analysts predict that Chubb Limited will post 26.78 EPS for the current year.
Chubb Announces Dividend
The business also recently disclosed a quarterly dividend, which was paid on Monday, April 6th. Stockholders of record on Friday, March 13th were paid a $0.97 dividend. This represents a $3.88 annualized dividend and a dividend yield of 1.2%. The ex-dividend date was Friday, March 13th. Chubb’s dividend payout ratio is 13.70%.
Analyst Ratings Changes
A number of analysts have recently commented on CB shares. Mizuho reduced their price target on shares of Chubb from $336.00 to $335.00 and set a “neutral” rating for the company in a research note on Tuesday, April 14th. Jefferies Financial Group dropped their target price on shares of Chubb from $356.00 to $352.00 and set a “hold” rating on the stock in a report on Thursday, April 23rd. Weiss Ratings raised shares of Chubb from a “buy (b+)” rating to a “buy (a-)” rating in a research report on Monday, April 27th. JPMorgan Chase & Co. boosted their target price on shares of Chubb from $330.00 to $340.00 and gave the company a “neutral” rating in a research note on Monday, April 20th. Finally, Bank of America lowered their price target on Chubb from $286.00 to $271.00 and set an “underperform” rating on the stock in a report on Tuesday, April 14th. Two research analysts have rated the stock with a Strong Buy rating, eight have issued a Buy rating, eleven have assigned a Hold rating and one has assigned a Sell rating to the company’s stock. Based on data from MarketBeat.com, Chubb presently has an average rating of “Moderate Buy” and an average target price of $349.33.
Check Out Our Latest Report on CB
Trending Headlines about Chubb
Here are the key news stories impacting Chubb this week:
- Positive Sentiment: Zacks Research raised its FY2028 EPS estimate for Chubb, signaling stronger long-term earnings potential and improved outlook for the insurer. Chubb stock reference
- Positive Sentiment: Analysts also increased estimates for Q1 2027 and Q4 2027 EPS, reinforcing optimism that Chubb can sustain solid profitability over time. Chubb stock reference
- Neutral Sentiment: Additional coverage pieces focused on why Chubb stock is in focus and on broader analyst commentary, but did not introduce a clear new company-specific catalyst. Article link
- Negative Sentiment: Zacks trimmed estimates for Q2 2026, Q2 2027 and Q3 2027, which may be weighing on sentiment by pointing to softer earnings in the near term. Chubb stock reference
- Negative Sentiment: A bearish headline suggesting investors should “sell CB” may also be pressuring the shares, even though it appears to be an opinion piece rather than a fundamental update. Article link
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.
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