Chubb（CB）株式概要
チャブ・リミテッドは世界中で保険・再保険商品を提供している。 詳細
CB Community Fair Values
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Analyst Price Targets
Top Community Narratives
US$247.08
FV
41.0% 割高 内在価値ディスカウント2.55%
Revenue growth p.a.
437
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23users have followed this narrative
Chubb Limited 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$348.30 |
| 52週高値 | US$365.91 |
| 52週安値 | US$265.30 |
| ベータ | 0.39 |
| 1ヶ月の変化 | 0.14% |
| 3ヶ月変化 | 8.15% |
| 1年変化 | 28.52% |
| 3年間の変化 | 72.71% |
| 5年間の変化 | 89.06% |
| IPOからの変化 | 3,550.30% |
最新ニュース
Seeking Alpha • Jul 31
Chubb: Close To Perfection
Summary Chubb Limited represents a great opportunity at this point due to cheap valuation and relentless growth. Financial discipline might generate great results as the new insurance cycle continues to develop. The stock is a great, solid buy; the management is aligned to shareholders' objectives. Read the full article on Seeking Alpha
ナラティブ更新 • Jul 24
CB: Earnings Strength And Capital Returns Will Support War Risk Expansion
Analysts have lifted their fair value estimate for Chubb from about $355.83 to roughly $365.87, citing updated assumptions for revenue trends, profit margins, discount rate, and the stock's future P/E multiple. What’s in the News for Chubb Chubb reported Q2 2026 net income of US$2.85b and core operating income of US$2.84b, with core operating income up 18.2% year over year and consolidated net premiums written up 3.6%, driven by 3.0% growth in Property & Casualty and 7.5% growth in Life Insurance, according to recent earnings coverage.Recent updates
Seeking Alpha • Jul 31
Chubb: Close To Perfection
Summary Chubb Limited represents a great opportunity at this point due to cheap valuation and relentless growth. Financial discipline might generate great results as the new insurance cycle continues to develop. The stock is a great, solid buy; the management is aligned to shareholders' objectives. Read the full article on Seeking Alphaナラティブ更新 • Jul 24
CB: Earnings Strength And Capital Returns Will Support War Risk Expansion
Analysts have lifted their fair value estimate for Chubb from about $355.83 to roughly $365.87, citing updated assumptions for revenue trends, profit margins, discount rate, and the stock's future P/E multiple. What’s in the News for Chubb Chubb reported Q2 2026 net income of US$2.85b and core operating income of US$2.84b, with core operating income up 18.2% year over year and consolidated net premiums written up 3.6%, driven by 3.0% growth in Property & Casualty and 7.5% growth in Life Insurance, according to recent earnings coverage.ナラティブ更新 • Jul 10
CB: Dividend Growth And Buybacks Will Support War Risk Expansion And Stable Outlook
Analysts have nudged their price target on Chubb higher, with fair value moving from about $345.04 to $355.83, citing updated assumptions around revenue trends, profit margins, the discount rate and future P/E expectations. What’s in the News for Chubb Chubb, working with Lloyd's of London, launched a US$400m marine war risk insurance facility for vessels using the Strait of Hormuz.ナラティブ更新 • 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.分析記事 • 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...ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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.ナラティブ更新 • 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).ナラティブ更新 • 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).株主還元
| CB | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 0.02% | -0.3% | 2.2% |
| 1Y | 28.5% | 7.5% | 20.9% |
業界別リターン: CB過去 1 年間で7.5 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: CB過去 1 年間で20.9 % の収益を上げたUS市場を上回りました。
価格変動
| CB volatility | |
|---|---|
| CB Average Weekly Movement | 3.5% |
| Insurance Industry Average Movement | 4.7% |
| Market Average Movement | 7.3% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: CB 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CBの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1985 | 45,000 | Evan Greenberg | www.chubb.com |
チャブ・リミテッドは世界中で保険と再保険商品を提供している。6つのセグメントで事業を展開している：北米事業用損害保険、北米個人損害保険、北米農業保険、海外損害保険、グローバル再保険、生命保険。損害保険、一般損害賠償責任保険、労働者災害補償保険、包括保険、専門職業人賠償責任保険、経営者賠償責任保険、環境保険、健康保険、国際保険、クレーム・リスク管理商品およびサービス、損害管理、エンジニアリングおよび複雑なクレーム管理などを提供している。また、住宅所有者保険、自動車保険、コレクターカー保険、貴重品保険、個人賠償責任保険、超過賠償責任保険も提供している。加えて、農場、牧場、特殊農業（損保）、商業用農業商品向けの複数危険作物保険と作物救済保険、製造物責任と使用者責任、事業中断、特殊リスク、従来の商業用火災保険、エネルギー産業関連、海上、建設、その他の技術的補償を含む損害保険商品も提供している；傷害死亡、出張・休暇旅行、特定疾病、障害、医療・入院補償、所得補償などの傷害・医療補償、役員、専門家向け補償、サイバー、保証、航空、政治リスク、特殊個人向け商品。さらに、財物災害再保険、伝統的および特殊な損害保険再保険、個人および団体定期保険、歯科保険、重大疾病保険、認知症保険、病院キャッシュ保険、信用生命保険、団体従業員福利厚生保険、終身保険、ユニバーサル生命保険、ユニットリンク契約、養老プラン、年金などの保障・貯蓄商品も提供している。前身はACE Limitedで、2016年1月にChubb Limitedに社名変更した。チャブ・リミテッドは1985年に設立され、スイスのチューリッヒに本社を置いている。
Chubb Limited 基礎のまとめ
| CB 基礎統計学 | |
|---|---|
| 時価総額 | US$135.15b |
| 収益（TTM） | US$11.19b |
| 売上高(TTM) | US$61.90b |
12.0x
PER（株価収益率2.2x
P/SレシオCB は割高か？
公正価値と評価分析を参照収益と収入
| CB 損益計算書（TTM） | |
|---|---|
| 収益 | US$61.90b |
| 売上原価 | US$42.63b |
| 売上総利益 | US$19.27b |
| その他の費用 | US$8.08b |
| 収益 | US$11.19b |
直近の収益報告
Jun 30, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 28.99 |
| グロス・マージン | 31.13% |
| 純利益率 | 18.07% |
| 有利子負債／自己資本比率 | 29.4% |
CB の長期的なパフォーマンスは？
過去の実績と比較を見る配当金
1.2%
現在の配当利回り14%
配当性向企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/08/10 13:00 |
| 終値 | 2026/08/10 00:00 |
| 収益 | 2026/06/30 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
このレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Chubb Limited 16 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。40
| アナリスト | 機関 |
|---|---|
| Jacob Kilstein | Argus Research Company |
| Jay Gelb | Barclays |
| Taylor Scott | Barclays |