Chubb Limited

Report azionario NYSE:CB

Capitalizzazione di mercato: US$125.4b

Chubb Performance degli utili passati

Criteri Il passato verificati 4/6

Chubb ha registrato una crescita degli utili a un tasso medio annuo di 8.9%, mentre il settore Insurance ha registrato utili in crescita a un tasso medio annuo di 14.6%. I ricavi sono stati in crescita a un tasso medio annuo di 10.3%. Il ritorno sul capitale proprio di Chubb è 14.5% e ha margini netti di 18.5%.

Informazioni chiave

8.94%

Tasso di crescita degli utili

11.59%

Tasso di crescita dell'EPS

Insurance Crescita del settore8.02%
Tasso di crescita dei ricavi10.26%
Rendimento del capitale proprio14.55%
Margine netto18.53%
Ultimo aggiornamento sugli utili31 Mar 2026

Aggiornamenti sulle prestazioni recenti

Recent updates

Aggiornamento della narrazione Jun 17

CB: Dividend Raises And New Buybacks Will Support A Stable Fairly Valued Outlook

Analysts have slightly reduced their price target for Chubb to about $345 per share, reflecting modest adjustments to fair value estimates, the discount rate, and the expected P/E ratio, while keeping core assumptions broadly unchanged. What’s in the News for Chubb Chubb Limited announced a 5.2% increase in its annual dividend to US$4.08 per share, or US$1.02 per quarter, marking the company’s 33rd consecutive annual dividend raise, with shareholders of record on June 12, 2026 entitled to the first installment on July 2, 2026.
Articolo di analisi Jun 16

Chubb (CB) Stock Valuation Check As Recent Gains Leave Shares Slightly Below Fair Value Estimate

Chubb (CB) has been drawing attention after recent share price moves, with the stock last closing at US$326.95. For investors, the key question is how this valuation lines up with Chubb’s fundamentals. See our latest analysis for Chubb. While the recent 1-day share price return declined 0.36%, the stock has still recorded a 5.45% share price return year to date and a 15.60% total shareholder return over the past year, suggesting momentum has been broadly positive despite short term...
Seeking Alpha Jun 09

Chubb Limited: A Cheap Insurance Powerhouse

Summary Chubb Limited offers global insurance diversification, disciplined underwriting, and a robust balance sheet, trading at a low-teens P/E multiple. CB's underwriting expertise is evidenced by a 1Q 2026 combined ratio of 84%, consistently outperforming peers and managing risk across varied markets. With $170 billion in investments and higher global interest rates, CB benefits from increased investment income, supporting long-term profitability. Shareholder returns are enhanced by a new $7.5 billion buyback program and dividends, enabling mid- to high single-digit returns in a competitive market. Read the full article on Seeking Alpha
Aggiornamento della narrazione Jun 01

CB: Future Dividends And Buybacks Will Support A Stable Fairly Valued Outlook

Analysts have nudged their fair value estimate for Chubb slightly higher from about $344.57 to $345.78, citing updated assumptions around revenue trends, profit margins, and a modestly lower future P/E multiple. What's in the News Piper Sandler and Wells Fargo raised their price targets for Chubb to US$340 and US$333 respectively, while keeping Neutral and Equal Weight ratings.
Aggiornamento della narrazione Apr 23

CB: Dividends And Buybacks Will Support A Stable Fairly Valued Outlook

Analysts have nudged their price target for Chubb higher from about $342 to roughly $345, citing updated assumptions around discount rates, revenue growth, profit margins, and future P/E that modestly adjust their valuation view. What's in the News From January 1 to March 31, 2026, Chubb repurchased 3,507,045 shares, about 0.9% of shares, for US$1,140m, bringing total repurchases under the May 15, 2025 buyback to 11,808,110 shares, about 2.99%, for US$3,465.46m (company filing).
Aggiornamento della narrazione Apr 09

CB: Dividends And Buybacks Will Sustain A Stable Fairly Valued Profile

Analysts have nudged their price target for Chubb slightly higher to about $342 from roughly $339. This reflects small model updates around revenue trends, profit margins, the discount rate, and forward P/E assumptions.
Aggiornamento della narrazione Mar 26

CB: Dividends And Buybacks Will Support A Stable Fairly Valued Profile

Analysts now estimate Chubb’s fair value at about $338.83, a change of roughly $1.13 from the prior $337.70. This reflects updated views on its discount rate, revenue trajectory, profit margin profile, and forward P/E assumptions.
Aggiornamento della narrazione Mar 11

CB: Dividends And Buybacks Will Support A Stable Fairly Valued Outlook

Analysts have nudged their price target on Chubb slightly higher to about $338 from roughly $336, attributing the change to small adjustments in expected revenue trends, profit margins, and future P/E assumptions. What's in the News Chubb's Board of Directors plans to recommend at the 2026 Annual General Meeting an annual dividend of $4.08 per share, payable in four quarterly payments of $1.02 per share, compared with the current quarterly dividend of $0.97 per share.
Aggiornamento della narrazione Feb 25

CB: Buybacks And Margins Will Support A Stable Fairly Valued Outlook

Analysts have modestly adjusted their price target on Chubb to $336.22 per share, reflecting updated views on profitability, a slightly different forward P/E assumption, and a consistent fair value estimate. What's in the News Chubb repurchased 3,887,475 shares from October 1, 2025 to December 31, 2025, representing 0.99% of shares for US$1.1b under its existing buyback program (Key Developments).
Aggiornamento della narrazione Feb 11

CB: Buybacks And Margin Outlook Will Support A Steady Future Profile

Narrative Update on Chubb Analysts have lifted their price target on Chubb to approximately $336 from about $321, pointing to updated assumptions that include a slightly higher discount rate, a softer revenue growth outlook, modestly higher profit margins, and a marginally lower future P/E estimate. What's in the News From October 1, 2025 to December 31, 2025, Chubb repurchased 3,887,475 shares for about US$1.1b, representing 0.99% of shares outstanding under its ongoing buyback program (Key Developments).
Aggiornamento della narrazione Jan 27

CB: AI Optimization And Stable Fundamentals Will Support A Steady Outlook

Analysts nudged their fair value estimate for Chubb higher from US$317.17 to US$320.96. They cited only modest tweaks to projected revenue trends, margins and forward P/E assumptions to reflect their latest views.
Aggiornamento della narrazione Jan 11

CB: AI Optimization And Completed Buybacks Will Support A Steady Outlook

Analysts have raised their price target for Chubb by about $6 per share, citing updated assumptions around fair value, profit margin and forward P/E that modestly increase their overall valuation framework. What's in the News Chubb introduced an AI powered optimization engine within Chubb Studio, its global platform for embedded insurance distribution partnerships, during the Singapore Fintech Festival (Key Developments).
Aggiornamento della narrazione Dec 19

CB: AI Expansion And Buybacks Will Shape Steady Long Term Outlook

Analysts have modestly raised their price target on Chubb by approximately 1 percent to about $311 per share, citing slightly improved revenue expectations, a stronger projected profit margin, and a lower anticipated future price to earnings multiple. What's in the News Unveiled a new AI powered optimization engine in Chubb Studio at the Singapore Fintech Festival, enabling embedded insurance partners to deliver personalized, point of sale coverage recommendations to boost engagement and loyalty (Key Developments) The Chubb Studio optimization engine introduces click to engage tools that connect customers to advisors via phone, video or text for complex products, plus flexible integration models and real time data driven campaign refinement (Key Developments) Launched Travel Pro, a digital first, parametric travel insurance suite showcased at the World Aviation Festival in Lisbon, designed to handle flight delays, baggage issues, weather disruptions and medical emergencies with streamlined claims (Key Developments) Travel Pro can be embedded directly into airline and online travel agency booking journeys, offering customizable delay thresholds, automatic claims, quick payouts and multiple reimbursement options including miles, lounge access and virtual cards (Key Developments) Completed a buyback tranche totaling 5,436,315 shares, or about 1.36 percent of shares outstanding, for approximately $1.51 billion under the repurchase program announced May 15, 2025 (Key Developments) Valuation Changes The Fair Value Estimate has risen slightly, moving from about $308 per share to roughly $311 per share, reflecting a modest upward revision in intrinsic valuation.
Aggiornamento della narrazione Dec 05

CB: Share Buyback And Digital Expansion Will Shape Outlook Amid Steady Expectations

Analysts have inched up their price target for Chubb to approximately 308 dollars from about 307 dollars 70 cents. The change reflects a slightly higher assumed future earnings multiple while leaving discount rate, revenue growth, and profit margin expectations effectively unchanged.
Aggiornamento della narrazione Nov 21

CB: Share Buyback And Digital Expansion Will Influence Outlook Amid Stable Forecasts

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.
Aggiornamento della narrazione Nov 07

CB: Share Buyback And New Product Launch Will Shape Outlook

Analysts have modestly raised their price target for Chubb, increasing it by $0.86 to $307.50. This change reflects subtle shifts in valuation assumptions and updated financial projections.
Aggiornamento della narrazione Oct 24

Digital Expansion And Share Repurchase Activity Will Influence Insurance Industry Dynamics

Analysts have raised their price target for Chubb from $303.50 to $306.64, citing a slightly improved outlook for revenue growth even as they note a modest reduction in projected profit margin. What's in the News Chubb completed the repurchase of 4,429,719 shares, amounting to 1.11% of the company, for $1,230 million as part of its buyback program announced on May 15, 2025 (Key Developments).
Aggiornamento della narrazione Oct 09

International Markets And Digital Channels Will Shape Future Insurance Underwriting

Analysts have raised their price target for Chubb from $300.90 to $303.50, citing slight improvements in profit margin and future valuation metrics despite a modest decline in projected revenue growth. What's in the News Chubb launched Travel Pro, a digital-first suite of travel insurance products designed to simplify travel coverage and offer fast payouts for disruptions such as flight delays, baggage issues, unpredictable weather, and medical emergencies (Key Developments).

Ripartizione dei ricavi e delle spese

Come Chubb guadagna e spende denaro. In base agli ultimi utili dichiarati, su base LTM.


Storico di utili e ricavi

NYSE:CB Ricavi, spese e utili (USD Millions )
DataRicaviUtiliSpese G+ASpese di R&S
31 Mar 2660,98811,2994,5730
31 Dec 2559,62510,3104,5040
30 Sep 2558,8429,6754,4650
30 Jun 2557,4869,1984,4210
31 Mar 2556,3698,4604,3900
31 Dec 2455,9769,2724,3800
30 Sep 2454,7749,9974,3060
30 Jun 2453,6719,7164,2720
31 Mar 2451,8829,2794,1470
31 Dec 2349,7839,0284,0070
30 Sep 2348,3417,0393,8750
30 Jun 2346,4575,7883,6980
31 Mar 2344,0695,1853,5470
31 Dec 2242,7005,2463,3950
30 Sep 2241,3256,0763,3750
30 Jun 2240,1207,1173,2980
31 Mar 2240,1898,1923,2550
31 Dec 2140,5298,5253,1350
30 Sep 2140,2888,8163,2020
30 Jun 2139,0618,1773,1290
31 Mar 2138,3865,5813,0810
31 Dec 2036,5353,5333,0780
30 Sep 2034,9162,2883,1200
30 Jun 2034,4662,1853,1390
31 Mar 2033,9653,6663,1700
31 Dec 1934,2304,4543,1390
30 Sep 1933,0743,6363,0620
30 Jun 1932,7723,7763,0290
31 Mar 1932,7483,9203,0180
31 Dec 1832,6793,9623,0000
30 Sep 1833,1155,1403,0110
30 Jun 1833,0133,8393,0060
31 Mar 1832,6373,8502,9650
31 Dec 1732,3403,8612,9490
30 Sep 1732,4553,9382,9860
30 Jun 1732,3705,3683,0440
31 Mar 1732,1464,7893,1670
31 Dec 1631,4804,1353,2630
30 Sep 1628,0153,2083,0210
30 Jun 1624,2882,3762,8170
31 Mar 1621,4422,5922,5660
31 Dec 1518,9682,8342,3480
30 Sep 1519,0102,7062,3890
30 Jun 1519,3822,9632,3750

Guadagni di qualità: CB ha guadagni di alta qualità.

Margine di profitto in crescita: Gli attuali margini di profitto netti di CB (18.5%) CB sono più alti rispetto allo scorso anno (15%).


Flusso di cassa libero e analisi degli utili


Analisi della crescita degli utili nel passato

Andamento degli utili: Gli utili di CB sono cresciuti del 8.9% all'anno negli ultimi 5 anni.

Accelerare la crescita: La crescita degli utili di CB nell'ultimo anno ( 33.6% ) supera la media quinquennale ( 8.9% all'anno).

Guadagni vs Settore: La crescita degli utili CB nell'ultimo anno ( 33.6% ) non ha superato quella del settore Insurance 36.5%.


Rendimento del capitale proprio

ROE elevato: Il Return on Equity ( 14.5% ) di CB è considerato basso.


Rendimento delle attività


Rendimento del capitale investito


Scoprire le aziende con forti performance passate

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/06/20 22:15
Prezzo dell'azione a fine giornata2026/06/18 00:00
Utili2026/03/31
Utili annuali2025/12/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

Chubb Limited è coperta da 40 analisti. 16 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

AnalistaIstituzione
Jacob KilsteinArgus Research Company
Jay GelbBarclays
Taylor ScottBarclays