With a market capitalization of $128.1 billion, Chubb Limited (CB) is a global insurance and reinsurance company that offers a broad range of commercial and personal insurance products across six business segments. The company offers coverage solutions including property and casualty insurance, life insurance, crop insurance, reinsurance, and specialty products such as cyber, aviation, and professional liability insurance.
The insurer’s shares have underperformed the broader market over the past 52 weeks. CB shares are up 12.7% over this period, while the broader S&P 500 index ($SPX) is up 23.2%. Additionally, the company’s shares are up 6.3% on a year-over-year basis, compared to SPX’s gain of 7.3%.
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Additionally, Chubb stock has outperformed the State Street Financial Select Sector ETF SPDR (XLF) marginally over the past 52 weeks.
Chubb Limited shares fell 1.2% following its first-quarter 2026 results on April 21, as the company reported EPS of $5.88, which missed analyst expectations despite improving from $3.29 in the prior-year quarter. Investor sentiment was also pressured by a sharp rise in net realized losses, which rose to $407 million from $116 million a year earlier. Although Chubb posted strong underlying performance, including a 10.7% increase in net premiums written to $14.01 billion and core operating earnings of $6.82 per share, missed earnings and higher realized losses overshadowed these positives.
For the fiscal year ending December 2026, analysts expect CB’s core operating income to grow 8% year over year to $26.78 per share. The company’s track record of earnings surprises is promising. It beat consensus estimates over the past four quarters.
Among the 26 analysts covering the stock, the consensus rating is “Moderate Buy.” This is based on 10 “Strong Buy” ratings, one “Moderate Buy”, 13 “Holds”, one “Moderate Sell” and one “Strong Sell” ratings.
On April 23, Wells Fargo’s Elyse Greenspan raised Chubb Limited’s price target to $333 and maintained an “equal weight” rating.
The average price target of $348.92 represents a 4.8% premium to DLTR’s current price levels. The Street’s high price target of $385 suggests a potential upside of 15.6%.
As of the date of publication, Sohini Mondal had no (directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article are for informational purposes only. This article was originally published on Barchart.com