CB

Following strong Q4 2025 results, Chubb (CB) has seen positive market reception, bolstered by active share repurchases. The stock is trading near its average analyst price target, with some valuation models suggesting further upside. Capital deployment through buybacks and dividends is driving EPS growth. However, the article cautions that increased competition and higher catastrophe costs could pressure margins. It provides a good high-level summary but not a deep investment thesis.

This post presents a compelling value investing thesis for Chubb (CB), arguing it's a high-quality insurer at an attractive valuation (12x P/E, 1.5x P/B). The thesis rests on Chubb's focus on high-net-worth clients, leading to superior underwriting margins (sub-90% combined ratio). The author highlights the company's investment float, experienced management, and aggressive buybacks as strengths. The author concludes that Chubb is positioned to deliver mid-teens annual returns through book value growth.

Chubb Limited (NYSE:CB) is a leading global insurance company. An analyst from Wolfe Research set a bullish price target of $320, suggesting a potential upside of 16.65%. The stock has shown resilience, recently outperforming major indexes. While a short-term decline in earnings is anticipated, net sales are projected to grow. The article provides a brief overview of Chubb's recent performance and analyst expectations but lacks a deep investment thesis.