Chubb LimitedNYSE: CB
Financials · Property & Casualty Insurance
$326.61
-0.12%
Vol: 922K
Research Digest
Friday, May 1, 2026
Chubb reports strong Q1 2026 earnings with 80.6% core operating income growth, but property market softness concerns persist
Chubb delivered excellent Q1 results with core operating income of $2.69 billion (up 80.6%) and net premiums written of $14 billion (up 10.7%). However, the company faces headwinds from softening property market pricing and catastrophe volatility. Management is maintaining underwriting discipline by stepping back from mispriced segments. Analyst upgrades from Wells Fargo and Keefe Bruyette raise price targets to $333-$374. Average analyst consensus is Buy with 12-month target of $331.90.
Previous Market Intelligence
13 daysApr 30Chubb reports Q1 2026 net income of $2.32B, EPS of $5.88 (+79% YoY) with 10.7% premium growth and strong marginsPositive▶
Chubb Limited delivered strong Q1 2026 results with net income of $2.32B, diluted EPS of $5.88 (+79% YoY), and core operating income of $6.82 (+85% YoY). Consolidated net premiums increased 10.7% to $14B, with 21% growth in global consumer businesses driving expansion. Core operating earnings reached $2.7B with $3.95B operating cash flow and $1.14B in share repurchases, demonstrating solid capital management. Wells Fargo raised PT to $333 from $321, and Keefe Bruyette raised to $374 from $373. Kevin Rampe appointed as Global Claims Officer, reinforcing operational structure. Stock returned -0.2% over one month versus S&P 500 +9.3%, suggesting relative underperformance despite strong earnings. Insurance market challenges and premium pressure pose ongoing risks.
Apr 29Chubb reports Q1 2026 net income $2.32B on $14.77B revenue, 84% combined ratio; completes $3.47B buybackPositive▶
Chubb delivered strong Q1 2026 with net income of $2.32B on $14.77B revenue, diluted EPS of $5.88, and operating cash flow of $3.95B. Broad-based premium growth and excellent underwriting with 84% combined ratio drove results. Company completed its $3.47B share buyback authorization, including $1.14B in Q1 repurchases. New business grew 17% despite soft industry landscape, and company formed strategic alliances with Verified Clinical Trials and Safe Harbor Marinas. Wells Fargo raised PT to $333 from $321 (April 23), and Keefe Bruyette raised to $374 from $373. Stock up 15.47% over 52 weeks.
Apr 16Chubb announced Q1 2026 earnings release for April 21 with conference call April 22; Kevin Rampe promoted to Global Head of ClaimsPositive▶
Chubb Limited will release Q1 2026 earnings on April 21, 2026 with expected EPS of $6.46 and revenue of $14.85 billion, reflecting strong year-over-year growth of 75.5%. The company also elevated Kevin Rampe to Senior Vice President, Global Claims Officer, expanding his responsibilities across Chubb worldwide claims organization. Analysts expect continued positive momentum supported by recent strategic initiatives.
Apr 14Chubb names new Global Claims Officer; Q1 earnings April 21 with 75.5% EPS growth expectedPositive▶
Named Kevin Rampe Global Claims Officer April 10. Q1 earnings April 21 with projected $6.46 EPS (+75.5% YoY). Goldman Sachs raised PT to $372.
Apr 13Chubb appoints Kevin Rampe as Global Head of Claims; recommends 33rd consecutive dividend increasePositive▶
Chubb announced Kevin Rampe as Senior VP, Global Claims Officer (effective immediately). Board recommends 33rd consecutive annual dividend increase. Q1 2026 earnings (April 21) expected $6.46 EPS (+75.5% YoY). Goldman Sachs raised PT to $372 (Buy). Stock price $332.64.
Apr 10Chubb appoints Kevin Rampe as Global Head of Claims and schedules Q1 2026 earnings for April 22.Neutral▶
Chubb announced Kevin Rampe as Senior Vice President and Global Claims Officer on April 9. Q1 2026 earnings scheduled for April 22. Barclays raised price target to $374 from $339. Analysts project 75.5% YoY increase in quarterly EPS. Average Wall Street rating is Buy with $331.90 target.
Apr 9Chubb Q1 earnings April 22; extends 33-year dividend streakNeutral▶
Chubb closed up 1.06% at $330.88 with Q1 earnings conference April 22, 8:30am ET. Analysts expect EPS of $6.46 (+75.5% YoY). Company extends 33-year dividend streak targeting $4.08/share. Among 26 analysts: 10 Strong Buy, 1 Moderate Buy, 13 Hold, 1 Moderate Sell, 1 Strong Sell.
Apr 8Chubb leadership changes; Q1 earnings April 22; Strait of Hormuz insurance initiative.Neutral▶
Chubb appointed Seshadri Iyer as EVP for operations/technology effective April 6. Scott Henck appointed SVP and Chief Actuary effective April 1. Q1 2026 earnings April 22 at 8:30am ET (release April 21 after close). Participating in US-led insurance reinsurance initiative for Strait of Hormuz energy shipments.
Apr 7Chubb names Seshadri Iyer EVP for ops/tech; proposes 33rd dividend increase.Neutral▶
Chubb appointed Seshadri Iyer as Executive Vice President for Operations, Technology and Digital Transformation effective April 6, succeeding Julie Dillman who retired April 2. Chubb partnered with U.S. International Development Finance Corporation as lead underwriter for $20 billion Maritime Reinsurance facility. Board recommended 33rd consecutive annual dividend increase: $4.08 annual per share ($1.02 quarterly) versus current $0.97. Q1 2026 earnings call scheduled for April 22. Cyber claim severity for large businesses nearly doubled to $4.4 million in 2025 vs. $2.2 million in 2024.
Apr 6Chubb names Scott Henck Chief Actuary effective April 1; 33rd consecutive dividend increase.Positive▶
Chubb appointed Scott Henck Senior VP and Chief Actuary April 1, replacing retiring Paul O'Connell (40-year career). Board to recommend 33rd consecutive annual dividend increase to $4.08/share. Partnership underway to revitalize shipping insurance in Strait of Hormuz. Q1 2026 earnings April 22.
Apr 3Berkshire Hathaway reveals $6.7 billion stake in Chubb, driving shares up 8% as insurer posts record underwriting income.Positive▶
Chubb reported record full-year 2025 P&C underwriting income of $6.53 billion, achieving record-low combined ratio of 85.7%. Q4 net income surged 24.7% to $3.21 billion. Berkshire Hathaway acquired a $6.7 billion stake in the insurer. Leadership changes include Bill Hazelton's appointment as COO for North America. Analysts rate Buy with average 12-month price target of $331.90.
Apr 1Chubb Limited announces 33rd consecutive dividend increase and schedules Q1 earnings call for April 22.Positive▶
Chubb Limited will hold its Q1 2026 earnings call on April 22, 2026 at 8:30 a.m. ET. The Board will recommend a 33rd consecutive annual dividend increase to $4.08 annual dividend ($1.02 quarterly). A $0.97 quarterly dividend is payable April 6, 2026. The company appointed Scott Henck as SVP and Chief Actuary effective April 1, 2026.
Mar 31Chubb announced 33rd consecutive dividend increase and marine insurance partnership; Buy with $331.90 target.Positive▶
Chubb 33rd consecutive dividend increase to $0.97 quarterly. Marine insurance partnership announced. Deutsche Bank boosted PT. Stock at $325.56, P/E 12.43, 1.2% yield. 20 analysts Buy with $331.90 target.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CBCHUBB | $326.61 | -0.12% | +0.0% | 11.2x | 0.50 | $126.8B |
| PGRPROGRESSIVE | $199.87 | -0.70% | +2.5% | 12.5x | 0.33 | $117.6B |
| TRVTRAVELERS | $305.05 | -0.03% | +3.2% | 10.7x | 0.52 | $64.9B |
| ALLALLSTATE | $217.11 | -0.07% | +4.3% | 8.4x | 0.22 | $56.1B |
| HIGHARTFORD | $136.06 | -0.55% | +0.3% | 9.5x | 0.53 | $37.5B |
| ACGLARCH | $93.92 | -0.57% | -2.4% | 9.4x | 0.38 | $33.4B |
Key Fundamentals
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Price between 50d and 200d. Testing 50d support.