Chubb Limited (CB)
NYSEFinancialsInsurance - Property & CasualtySnapshot 2026-07-07
$359.24+0.76%
Close 2026-07-07 · 1-day change
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Track CB free→Chubb grew revenue 10.7% last quarter. Operating earnings hit $2.7 billion. EPS rose from $3.29 to $5.88 in one year. The company raised dividends and started a $7.5 billion buyback.
Analysts expect revenue to drop about 10% next year. Geopolitical risks could hurt earnings. Debt issuance may pressure capital allocation.
The price is about 1% above our fair value near $352. Analysts expect revenue to fall nearly 10%. We see better growth ahead than the market expects.
Breaks if: Capital allocation shifts away from buybacks and dividends
Utilize debt issuance to support strategic capital allocation initiatives.
Newly stated in 2026-Q2. Chubb issued $1 billion of 5.300% Senior Notes due 2036, indicating a strategic move in capital allocation. This issuance supports the company's capital allocation initiatives, but further details on allocation impact are pending.
Breaks if: EPS falls below $4.50 in any quarter
Aim for double-digit growth in EPS and tangible book value despite macroeconomic challenges.
Stated in 2 of last 2 quarters. EPS increased from $3.29 in 2025-Q1 to $5.88 in 2026-Q1, reflecting strong growth. Tangible book value per share grew 21.5% year-over-year, indicating delivery on the double-digit growth target.
Breaks if: Core operating earnings fall below $2.0 billion in any quarter
Focus on increasing operating earnings through diversified business and underwriting discipline.
Stated in 2 of last 2 quarters. Core operating earnings reached $2.7 billion in 2026-Q1, up from $1.49 billion in 2025-Q1. The trajectory shows delivering on the stated priority of strong growth in operating earnings.
Breaks if: Revenue falls below $13.0 billion in FY26
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Chubb INA Holdings agreed to sell $1 billion of 5.300% Senior Notes due 2036.”
“CEO: 'I remain confident in our ability to continue generating strong growth in operating earnings, and double-digit growth in EPS and tangible book value.'”
“CEO: 'We anticipate an excellent '26 with strong growth in operating earnings and double-digit growth in EPS and tangible book value.'”
“CEO: 'Strong growth in P&C underwriting income, investment income and life income led to core operating earnings of $2.7 billion.'”
“CEO: 'We anticipate an excellent '26 with strong growth in operating earnings.'”