Homestead Advisers Corp Lowers Stock Position in Chubb Limited $CB

Homestead Advisers Corp trimmed its position in shares of Chubb Limited (NYSE:CB) by 1.9% in the third quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 306,911 shares of the financial services provider’s stock after selling 5,900 shares during the period. Chubb makes up about 2.1% of Homestead Advisers Corp’s holdings, making the stock its 19th biggest holding. Homestead Advisers Corp’s holdings in Chubb were worth $86,626,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors have also recently added to or reduced their stakes in the company. Brighton Jones LLC increased its stake in Chubb by 12.8% during the fourth quarter. Brighton Jones LLC now owns 1,945 shares of the financial services provider’s stock worth $537,000 after acquiring an additional 221 shares during the last quarter. Revolve Wealth Partners LLC acquired a new position in shares of Chubb in the 4th quarter valued at about $205,000. Woodline Partners LP grew its holdings in shares of Chubb by 13.0% during the 1st quarter. Woodline Partners LP now owns 12,599 shares of the financial services provider’s stock worth $3,805,000 after purchasing an additional 1,449 shares during the period. Sivia Capital Partners LLC increased its position in Chubb by 14.4% during the 2nd quarter. Sivia Capital Partners LLC now owns 1,392 shares of the financial services provider’s stock worth $403,000 after purchasing an additional 175 shares in the last quarter. Finally, Simplicity Wealth LLC increased its position in Chubb by 194.7% during the 2nd quarter. Simplicity Wealth LLC now owns 1,992 shares of the financial services provider’s stock worth $577,000 after purchasing an additional 1,316 shares in the last quarter. Institutional investors and hedge funds own 83.81% of the company’s stock.

Insiders Place Their Bets

In other news, insider John J. Lupica sold 16,375 shares of the stock in a transaction dated Friday, November 14th. The shares were sold at an average price of $296.45, for a total transaction of $4,854,368.75. Following the transaction, the insider owned 74,225 shares of the company’s stock, valued at approximately $22,004,001.25. This trade represents a 18.07% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is accessible through this hyperlink. Also, EVP Timothy Alan Boroughs sold 10,580 shares of the business’s stock in a transaction dated Monday, November 24th. The shares were sold at an average price of $296.17, for a total value of $3,133,478.60. Following the completion of the sale, the executive vice president directly owned 12,660 shares of the company’s stock, valued at approximately $3,749,512.20. This represents a 45.52% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 33,635 shares of company stock valued at $9,970,735 in the last ninety days. Corporate insiders own 0.77% of the company’s stock.

Chubb Trading Up 5.0%

Shares of CB opened at $329.08 on Thursday. Chubb Limited has a one year low of $263.14 and a one year high of $333.85. The stock has a 50-day moving average price of $306.03 and a 200 day moving average price of $288.39. The company has a debt-to-equity ratio of 0.20, a quick ratio of 0.27 and a current ratio of 0.27. The company has a market capitalization of $129.51 billion, a P/E ratio of 12.79, a P/E/G ratio of 2.01 and a beta of 0.49.

Chubb (NYSE:CB) last posted its quarterly earnings data on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, topping the consensus estimate of $6.33 by $1.19. The company had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. Chubb had a return on equity of 13.39% and a net margin of 17.36%.Chubb’s revenue for the quarter was up 8.9% compared to the same quarter last year. During the same period in the previous year, the business earned $6.02 EPS. Sell-side analysts forecast that Chubb Limited will post 21.52 EPS for the current fiscal year.

Chubb Dividend Announcement

The business also recently disclosed a quarterly dividend, which was paid on Friday, January 2nd. Shareholders of record on Friday, December 12th were paid a dividend of $0.97 per share. This represents a $3.88 dividend on an annualized basis and a yield of 1.2%. The ex-dividend date was Friday, December 12th. Chubb’s dividend payout ratio is 16.19%.

Wall Street Analyst Weigh In

Several equities research analysts have issued reports on the stock. HSBC upgraded shares of Chubb from a “hold” rating to a “buy” rating and set a $354.00 price objective for the company in a research note on Friday, January 16th. Jefferies Financial Group increased their price target on Chubb from $302.00 to $326.00 and gave the company a “hold” rating in a report on Tuesday, December 16th. Evercore ISI boosted their price objective on Chubb from $346.00 to $347.00 and gave the stock an “outperform” rating in a research note on Wednesday. Barclays upped their target price on Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a research report on Thursday, January 8th. Finally, Wells Fargo & Company boosted their price target on Chubb from $293.00 to $305.00 and gave the stock an “equal weight” rating in a research report on Tuesday, January 13th. Two equities research analysts have rated the stock with a Strong Buy rating, ten have issued a Buy rating, eleven have issued a Hold rating and one has issued a Sell rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and an average target price of $325.90.

Chubb News Roundup

Here are the key news stories impacting Chubb this week:

• Positive Sentiment: Q4 earnings beat — Chubb reported core EPS of $7.52 (up ~25% y/y), topping estimates as investment gains and lower catastrophe losses boosted results. Underwriting income was a major contributor. Chubb’s quarterly profit rises
• Positive Sentiment: Very strong combined-ratio performance — Reports cite a record-low combined ratio and an 81.2% combined ratio figure cited by analysts, indicating materially improved P&C underwriting profitability. Chubb beats Q4 estimates
• Positive Sentiment: Multiple positive analyst moves — Several firms raised price targets or reaffirmed outperform/buy views (examples: Citizens JMP $350 target, Evercore to $347, Roth to $360), supporting upside expectations. Analyst price-target and rating changes
• Positive Sentiment: Revenue and top-line — Q4 revenue was roughly in line with estimates and rose ~9% y/y, a supportive sign that earnings gains were not solely from one-off items. Chubb posts Q4 sales in line
• Neutral Sentiment: Coverage mix — Some desks (e.g., JPMorgan) nudged targets only slightly and kept neutral/hold views, signaling that while results were good, valuation and long‑term upside are debated. JPMorgan adjusts price target
• Neutral Sentiment: Piper Sandler rating — Some firms maintained/issued hold ratings, indicating mixed views among analysts despite the beat. Piper Sandler hold
• Negative Sentiment: ROE sustainability question — Commentary and analysis raised questions about how sustainably Chubb can maintain the recent high ROE and underwriting margins long term; this is a watch item for investors assessing forward returns and valuation. ROE sustainability question looms

Chubb Company Profile

Chubb is a global property and casualty insurance company that underwrites a broad range of commercial and personal insurance products and related services. Its offerings include commercial property and casualty coverage, specialty liability, professional and management liability, cyber and technology insurance, marine and energy, surety, accident and health solutions, and high-net-worth personal lines such as homeowners, auto and valuables protection. Chubb serves businesses, individuals and institutions with tailored underwriting and risk-transfer solutions across multiple industry sectors.

In addition to core underwriting, Chubb provides risk engineering, loss control, claims management and risk consulting services intended to reduce loss severity and help clients manage exposures.