Chubb Limited

NYSE:CB Stok Raporu

Piyasa değeri: US$122.6b

Chubb Geçmiş Kazanç Performansı

Geçmiş kriter kontrolleri 4/6

Chubb yıllık ortalama 8.9% oranında kazançlarını artırırken, Insurance sektöründe kazançlar growing at 14.6% annual. Gelirler growing yılda ortalama 10.3% oranında artmaktadır. Chubb'in özkaynak karlılığı 14.5% ve net marjı 18.5%'dir.

Anahtar bilgiler

8.94%

Kazanç büyüme oranı

11.59%

EPS büyüme oranı

Insurance Sektör Büyümesi8.02%
Gelir büyüme oranı10.26%
Özkaynak getirisi14.55%
Net Marj18.53%
Son Kazanç Güncellemesi31 Mar 2026

Yakın geçmiş performans güncellemeleri

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
Anlatı Güncellemesi 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).
Yeni Anlatı 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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.
Anlatı Güncellemesi 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).
Anlatı Güncellemesi 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).
Analiz Makalesi 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

Gelir ve Gider Dağılımı

Chubb nasıl para kazanır ve harcar. LTM bazında en son bildirilen kazançlara dayanmaktadır.


Kazanç ve Gelir Geçmişi

NYSE:CB Gelir, gider ve kazançlar (USD Millions )
TarihGelirKazançlarG+A GiderleriAr-Ge Giderleri
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

Kaliteli Kazançlar: CB yüksek kaliteli kazançlar sağlıyor.

Büyüyen Kar Marjı: CB 'nin mevcut net kar marjları (18.5%) geçen yılın (15%) sinden daha yüksektir.


Serbest Nakit Akışı ve Kazanç Analizi


Geçmiş Kazanç Büyüme Analizi

Kazanç Eğilimi: CB şirketinin kazancı son 5 yılda yılda 8.9% oranında arttı.

Büyüme Hızlandırma: CB 'un son bir yıldaki kazanç büyümesi ( 33.6% ) 5 yıllık ortalamasını (yıllık 8.9% ) aşıyor.

Kazançlar vs. Sektör: CB geçen yılki kazanç büyümesi ( 33.6% ) Insurance sektörünün 36.2% performansını geride bırakmadı.


Özkaynak Getirisi

Yüksek ROE: CB 'nin Özsermaye Getirisi ( 14.5% ) düşük olarak değerlendiriliyor.


Varlık Getirisi


Kullanılan Sermaye Getirisi


Geçmişte güçlü performans gösteren şirketleri keşfedin

Şirket Analizi ve Finansal Veri Durumu

VeriSon Güncelleme (UTC saati)
Şirket Analizi2026/05/14 11:54
Gün Sonu Hisse Fiyatı2026/05/14 00:00
Kazançlar2026/03/31
Yıllık Kazançlar2025/12/31

Veri Kaynakları

Şirket analizimizde kullanılan veriler S&P Global Market Intelligence LLC'den alınmıştır. Bu raporu oluşturmak için analiz modelimizde aşağıdaki veriler kullanılmıştır. Veriler normalize edilmiştir, bu da kaynağın mevcut olmasından kaynaklanan bir gecikmeye neden olabilir.

PaketVeriZaman ÇerçevesiÖrnek ABD Kaynağı *
Şirket Finansalları10 yıl
  • Gelir tablosu
  • Nakit akış tablosu
  • Bilanço
Analist Konsensüs Tahminleri+3 yıl
  • Finansal tahminler
  • Analist fiyat hedefleri
Piyasa Fiyatları30 yıl
  • Hisse senedi fiyatları
  • Temettüler, Bölünmeler ve Eylemler
Sahiplik10 yıl
  • En büyük hissedarlar
  • İçeriden öğrenenlerin ticareti
Yönetim10 yıl
  • Liderlik ekibi
  • Yönetim Kurulu
Önemli Gelişmeler10 yıl
  • Şirket duyuruları

* ABD menkul kıymetleri için örnek, ABD dışı için eşdeğer düzenleyici formlar ve kaynaklar kullanılmıştır.

Belirtilmediği sürece tüm finansal veriler yıllık bir döneme dayanmaktadır ancak üç ayda bir güncellenmektedir. Bu, İzleyen On İki Ay (TTM) veya Son On İki Ay (LTM) Verileri olarak bilinir. Daha fazla bilgi edinin.

Analiz Modeli ve Kar Tanesi

Bu raporu oluşturmak için kullanılan analiz modelinin ayrıntılarına GitHub sayfamızdan ulaşabilirsiniz, ayrıca raporlarımızı nasıl kullanacağınızı anlatan kılavuzlarımız ve Youtube'da eğitim videolarımız da bulunmaktadır.

Simply Wall St analiz modelini tasarlayan ve oluşturan dünya standartlarındaki ekip hakkında bilgi edinin.

Endüstri ve Sektör Metrikleri

Sektör ve bölüm metriklerimiz Simply Wall St tarafından her 6 saatte bir hesaplanmaktadır, sürecimizin ayrıntıları Github'da mevcuttur.

Analist Kaynakları

Chubb Limited 41 Bu analistlerden 16, raporumuzun girdisi olarak kullanılan gelir veya kazanç tahminlerini sunmuştur. Analistlerin gönderimleri gün boyunca güncellenmektedir.

AnalistKurum
Jacob KilsteinArgus Research Company
Jay GelbBarclays
Taylor ScottBarclays