Update shared on 21 Nov 2025
Fair value Increased 0.074%Analysts have slightly raised their price target for Chubb, increasing it from $307.50 to $307.73. They cite minor refinements in forecasts and stable financial assumptions as reasons for the adjustment.
What's in the News
- Chubb introduced an AI-powered optimization engine within Chubb Studio, designed to deliver personalized insurance offerings for digital distribution partners in the insurance industry. Key features include AI-driven recommendations, click-to-engage technology, flexible integration models, and real-time data-driven insights (Key Developments).
- The company completed a share repurchase, buying back 5,436,315 shares that represent 1.36% of outstanding shares, at a total cost of $1,513.86 million. The buyback was initially announced in May 2025 (Key Developments).
- Chubb launched Travel Pro, a digital-first suite of travel insurance products created to address challenges such as flight delays, baggage issues, and medical emergencies. Travel Pro provides embedded purchase options, quick payouts, and streamlined claims through partnerships with travel and financial platforms (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: increased marginally from $307.50 to $307.73, reflecting a minor positive adjustment.
- Discount Rate: remains unchanged at 6.63%, indicating continued stability in financial assumptions.
- Revenue Growth: slightly less negative, shifting from -4.69% to -4.69%. This suggests minimal improvement in expectations for top-line growth.
- Net Profit Margin: nearly unchanged, moving from 18.20% to 18.20%. This signals steady profitability projections.
- Future P/E: edged higher from 14.71x to 15.00x. This indicates a modest increase in valuation multiples for forward earnings.
Disclaimer
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