Chubb Limited

NYSE:CB 株式レポート

時価総額：US$124.0b

Chubb 将来の成長

Future 基準チェック /06

Chubbの収益と利益は、それぞれ年間5.4%と0.6%減少すると予測されています。EPS は年間3.1%で 増加すると予想されています。自己資本利益率は 3 年後に12.9%になると予測されています。

主要情報

-0.6%

収益成長率

3.14%

EPS成長率

Insurance 収益成長2.0%
収益成長率-5.4%
将来の株主資本利益率12.86%
アナリストカバレッジ

Good

最終更新日11 May 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Apr 27

Chubb: Still Boring, Still Profitable

Summary Chubb delivers exceptional underwriting stability, with a 10-year combined ratio of 89.6% and 84% in Q1 2026. CB’s expanding life insurance segment delivered 34% premium growth and now contributes 9% of consolidated segment income, enhancing diversification. FY2026 net income is expected between $8.6B and $10.9B, implying a valuation of 11.6x–14.7x earnings and up to 20% upside. Chubb maintains a strong capital return profile, with $1.1B in buybacks in Q1 2026 and an expected 5% dividend increase. Read the full article on Seeking Alpha
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).
新しいナラティブ • Apr 20

Chubb Limited (CB): The Underwriting Sentinel and the "Global Life" Expansion

Chubb Limited (CB) , the world’s largest publicly traded property and casualty (P&C) insurer, enters Tuesday, April 21, 2026 , following a massive first-quarter earnings beat that underscores its status as the "Gold Standard" of risk management. Trading at $329.29 USD —a marginal 0.21% decline today as the market digests an over-80% surge in core operating income—the stock is holding firm near its 52-week highs.
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).
分析記事 • May 19

Chubb's (NYSE:CB) Upcoming Dividend Will Be Larger Than Last Year's

The board of Chubb Limited ( NYSE:CB ) has announced that the dividend on 3rd of July will be increased to $0.97, which...
Seeking Alpha • Jan 16

Chubb: An Undervalued Insurance Leader With Compelling Long-Term Growth

Summary Chubb's strong financial performance, low combined ratio, and diversified risk management support continued growth and profitability, making it an attractive investment. Despite challenges like the ongoing California wildfires and other catastrophes this quarter, Chubb's extensive diversification and market position minimize potential negative impacts to its bottom line. Chubb's valuation is compelling, trading below peers with a superior long-term ROE, and offers a promising entry point for long-term investors. With Warren Buffett's Berkshire Hathaway holding a stake, Chubb's undervaluation is evident. At 11.2x forward earnings, I think investors can earn double-digit IRRs even with single-digit earnings growth. Read the full article on Seeking Alpha
Seeking Alpha • Jan 03

Chubb: Recent Price Correction Offers An Attractive Entry Point (Rating Upgrade)

Summary New catalysts since my last writing have led me to upgrade my rating on Chubb Limited stock to strong buy. These catalysts include Chubb's latest earnings and projected growth, the interest rate environment, and also the P&C insurance cycle. Finally, CB stock is trading at attractive valuations due to recent price pullbacks. Its current P/E multiples offer sizable discounts compared to the overall market, its own historical averages, and also sector medians. Read the full article on Seeking Alpha

業績と収益の成長予測

NYSE:CB - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/202854,45911,700N/A14,9892
12/31/202752,41011,088N/A15,6277
12/31/202649,96510,140N/A16,4768
3/31/202660,98811,29915,19715,197N/A
12/31/202559,62510,31012,81612,816N/A
9/30/202558,8429,67513,32113,321N/A
6/30/202557,4869,19814,00014,000N/A
3/31/202556,3698,46014,52814,528N/A
12/31/202455,9769,27216,18216,182N/A
9/30/202454,7749,99714,80314,803N/A
6/30/202453,6719,71615,16515,165N/A
3/31/202451,8829,27913,60113,601N/A
12/31/202349,7839,02812,63212,632N/A
9/30/202348,3417,03912,10412,104N/A
6/30/202346,4575,78810,85810,858N/A
3/31/202344,0695,18511,06511,065N/A
12/31/202242,7005,24611,25811,258N/A
9/30/202241,3256,07611,20011,200N/A
6/30/202240,1207,11711,08811,088N/A
3/31/202240,1898,19211,48811,488N/A
12/31/202140,5298,52511,15111,151N/A
9/30/202140,2888,81611,09311,093N/A
6/30/202139,0618,17711,31511,315N/A
3/31/202138,3865,58110,17810,178N/A
12/31/202036,5353,5339,7859,785N/A
9/30/202034,9162,2888,6708,670N/A
6/30/202034,4662,1857,3317,331N/A
3/31/202033,9653,6666,7326,732N/A
12/31/201934,2304,454N/A6,342N/A
9/30/201933,0743,636N/A6,496N/A
6/30/201932,7723,776N/A5,991N/A
3/31/201932,7483,920N/A6,251N/A
12/31/201832,6793,962N/A5,480N/A
9/30/201833,1155,140N/A4,989N/A
6/30/201833,0133,839N/A5,060N/A
3/31/201832,6373,850N/A4,041N/A
12/31/201732,3403,861N/A4,503N/A
9/30/201732,4553,938N/A4,866N/A
6/30/201732,3705,368N/A4,779N/A
3/31/201732,1464,789N/A5,285N/A
12/31/201631,4804,135N/A5,292N/A
9/30/201628,0153,208N/A5,002N/A
6/30/201624,2882,376N/A4,126N/A
3/31/201621,4422,592N/A3,809N/A
12/31/201518,9682,834N/A3,864N/A
9/30/201519,0102,706N/A3,973N/A
6/30/201519,3822,963N/A4,291N/A

アナリストによる今後の成長予測

収入対貯蓄率: CBの収益は今後 3 年間で減少すると予測されています (年間-0.6% )。

収益対市場: CBの収益は今後 3 年間で減少すると予測されています (年間-0.6% )。

高成長収益: CBの収益は今後 3 年間で減少すると予測されています。

収益対市場: CBの収益は今後 3 年間で減少すると予想されています (年間-5.4% )。

高い収益成長: CBの収益は今後 3 年間で減少すると予測されています (年間-5.4% )。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: CBの 自己資本利益率 は、3年後には低くなると予測されています ( 12.9 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/05/11 04:37
終値2026/05/11 00:00
収益2026/03/31
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

本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、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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。41

アナリスト機関
Jacob KilsteinArgus Research Company
Jay GelbBarclays
Taylor ScottBarclays