Optimize Financial Inc Purchases New Position in Chubb Limited $CB

Optimize Financial Inc acquired a new position in Chubb Limited (NYSE:CB) in the 3rd quarter, Holdings Channel reports. The firm acquired 1,627 shares of the financial services provider’s stock, valued at approximately $459,000.

Other institutional investors have also recently made changes to their positions in the company. Harbor Capital Advisors Inc. raised its holdings in Chubb by 93.6% in the third quarter. Harbor Capital Advisors Inc. now owns 91 shares of the financial services provider’s stock worth $26,000 after purchasing an additional 44 shares in the last quarter. Cedar Mountain Advisors LLC increased its stake in shares of Chubb by 155.6% in the 3rd quarter. Cedar Mountain Advisors LLC now owns 92 shares of the financial services provider’s stock worth $26,000 after acquiring an additional 56 shares in the last quarter. VSM Wealth Advisory LLC purchased a new position in Chubb during the 2nd quarter valued at about $32,000. Cornerstone Planning Group LLC boosted its stake in Chubb by 81.5% during the third quarter. Cornerstone Planning Group LLC now owns 118 shares of the financial services provider’s stock worth $33,000 after acquiring an additional 53 shares in the last quarter. Finally, Heartwood Wealth Advisors LLC purchased a new stake in Chubb in the third quarter worth about $34,000. Institutional investors own 83.81% of the company’s stock.

Insider Buying and Selling at Chubb

In other news, EVP Joseph F. Wayland sold 5,830 shares of the stock in a transaction that occurred on Thursday, November 13th. The shares were sold at an average price of $297.08, for a total value of $1,731,976.40. Following the transaction, the executive vice president owned 60,593 shares in the company, valued at $18,000,968.44. This represents a 8.78% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available at this link. Also, insider John J. Lupica sold 16,375 shares of the business’s stock in a transaction that occurred on 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 sale, the insider owned 74,225 shares of the company’s stock, valued at $22,004,001.25. This trade represents a 18.07% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. In the last ninety days, insiders sold 33,635 shares of company stock worth $9,970,735. Insiders own 0.77% of the company’s stock.

Chubb Price Performance

Shares of NYSE:CB opened at $329.08 on Thursday. 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 firm has a market cap of $129.51 billion, a price-to-earnings ratio of 12.79, a price-to-earnings-growth ratio of 2.01 and a beta of 0.49. The business has a 50-day simple moving average of $306.03 and a two-hundred day simple moving average of $288.39. Chubb Limited has a fifty-two week low of $263.14 and a fifty-two week high of $333.85.

Chubb (NYSE:CB) last announced its quarterly earnings results on Tuesday, February 3rd. The financial services provider reported $7.52 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $6.33 by $1.19. Chubb had a net margin of 17.36% and a return on equity of 13.39%. The firm had revenue of $2.08 billion for the quarter, compared to the consensus estimate of $11.11 billion. During the same quarter last year, the firm posted $6.02 EPS. The business’s quarterly revenue was up 8.9% compared to the same quarter last year. On average, analysts expect that Chubb Limited will post 21.52 earnings per share for the current year.

Chubb Dividend Announcement

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

Wall Street Analyst Weigh In

Several equities analysts have recently issued reports on the stock. Hsbc Global Res upgraded shares of Chubb from a “hold” rating to a “strong-buy” rating in a report on Friday, January 16th. HSBC upgraded 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. Deutsche Bank Aktiengesellschaft raised their price target on Chubb from $303.00 to $304.00 and gave the company a “hold” rating in a report on Monday, November 24th. Barclays upped their price target on shares of Chubb from $317.00 to $339.00 and gave the stock an “equal weight” rating in a research note on Thursday, January 8th. Finally, JPMorgan Chase & Co. raised their price objective on shares of Chubb from $327.00 to $330.00 and gave the company a “neutral” rating in a research note on Wednesday. Two analysts have rated the stock with a Strong Buy rating, ten have given a Buy rating, eleven have assigned a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat.com, the stock has a consensus rating of “Moderate Buy” and an average target price of $325.90.

More Chubb News

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

About Chubb

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.