Top Wall Street analysts changed their outlook on these top names. For a complete view of all analyst rating changes, including upgrades, downgrades and initiations, please see our analyst ratings page.Compass Point analyst Dominick Gabriele initiated coverage on Klarna Group plc KLAR with a Buy rating and announced a price target of $53. Klarna shares closed at $45.48 on Monday. See how other analysts view this stock.DA Davidson analyst Wyatt Swanson initiated coverage on Clear Secure, Inc. YOU with a Buy ...

Price Target: Tracy Benguigui from Wolfe Research sets a price target of $320, indicating a potential upside of 16.65%.Recent Performance: Chubb's stock recently closed at $283.19, outperforming major indexes with a 2.07% increase.Earnings Expectations: Analysts forecast a year-over-year earnings decline of 5.77%, with projected net sales growth of 5.73%.Chubb Limited (NYSE:CB) is a leading global insurance company offering a diverse range of insurance products, including property and casualty, accident and ...

Key Takeaways CB's strong renewal retention and compelling dividend history position it well for long-term growth. Chubb Limited enhances its core and specialty product offerings for long-term expansion. Solid capital position enables CB to fund growth initiatives and return capital to shareholders. Shares of Chubb Limited (CB) are trading at a discount compared with the Zacks Property and Casualty Insurance industry. Its forward price-to-earnings multiple of 1.49X is lower than the industry average of 1.54 ...

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Core Viewpoint - Chubb is considered a potentially undervalued stock despite its solid performance history, with a forward P/E ratio under 13 and consistent revenue growth expected [7]. Group 1: Company Performance - Chubb has shown high revenue growth for an established business, maintaining profitability and consistently paying and raising dividends [1]. - A $1,000 investment in Chubb stock made in 2022 would now be worth $1,428, which is lower than the $1,516 return from the S&P 500 index [3]. - Historically, Chubb has outperformed the stock market benchmark due to its reliable quarterly payouts and constant profitability [5]. Group 2: Market Trends - The stock has faced challenges this year as investors shifted from defensive stocks like Chubb to riskier assets, driven by a thriving stock market and easing trade tensions [2][6]. - The demand for higher returns from riskier investments has negatively impacted Chubb's stock performance, leading to its current status as a bargain [6]. Group 3: Future Outlook - Analysts project Chubb's revenue to rise by over 4% in full-year 2025, indicating positive growth prospects [7].

Core Viewpoint - Chubb Limited reported strong second-quarter earnings, with core operating income exceeding estimates, driven by solid underwriting and investment income growth [2][3]. Financial Performance - Core operating income for Q2 2025 was $6.14 per share, surpassing the Zacks Consensus Estimate by 4.2% and reflecting a year-over-year increase of 14.1% [2]. - Net premiums written rose 6.3% year over year to $14.2 billion, aligning with the Zacks Consensus Estimate [3]. - Net investment income increased by 6.8% year over year to $1.5 billion, although it fell short of the Zacks Consensus Estimate of $1.8 billion [3]. - Total revenues reached $14.8 million, a 6.9% year-over-year improvement, but slightly missed the Zacks Consensus Estimate [3]. Underwriting and Combined Ratio - Property and casualty (P&C) underwriting income was $1.6 billion, up 15% year over year, driven by premium growth and improved underwriting margins [4]. - The P&C combined ratio improved by 120 basis points year over year to 85.6%, although it was higher than the Zacks Consensus Estimate of 85 [5]. Segment Performance - North America Commercial P&C Insurance saw net premiums written increase by 4.1% to $5.7 billion, with a combined ratio of 83.5% [6]. - North America Personal P&C Insurance reported a 9.1% increase in net premiums written to $1.9 billion, with a combined ratio improving to 73.5% [7]. - North America Agricultural Insurance experienced a 3.3% decline in net premiums written to $733 million, with a combined ratio of 89.1% [8]. - Overseas General Insurance net premiums written increased by 8.5% to $3.6 billion, with a combined ratio of 90.3% [9]. - Global Reinsurance saw a 7.6% decrease in net premiums written to $380 million, with a combined ratio improving to 71% [10]. - Life Insurance net premiums written rose by 14.1% to $1.8 billion, with segment income increasing by 10.4% year over year [11]. Financial Health - As of June 30, 2025, cash and restricted cash totaled $2.4 billion, down 7% from the end of 2024, while total shareholders' equity grew by 8.8% to $74.4 billion [12]. - Book value per share increased by 8.9% to $174.07 [12]. - Core operating return on tangible equity declined by 10 basis points year over year to 21% [13]. Capital Deployment - In the quarter, Chubb repurchased shares worth $676 million and paid $388 million in dividends [14]. Market Outlook - Estimates for Chubb have been trending upward, indicating a potential for stable returns in the coming months, with a Zacks Rank of 3 (Hold) [17]. - The stock has a subpar Growth Score of D and a Momentum Score of F, but a Value Score of B [16].

Core Viewpoint - Berkshire Hathaway, led by Warren Buffett, is currently underperforming the S&P 500, with its year-to-date performance lagging behind major stock market indexes [1][5]. Group 1: Top Holdings and Performance - As of August 15, the top 10 holdings of Berkshire Hathaway include significant investments in Apple, American Express, Bank of America, Coca-Cola, Chevron, Moody's, Occidental Petroleum, Kraft Heinz, Mitsubishi, and Chubb [2][6]. - The year-to-date performance of the top holdings shows that Apple is down 5.3%, while Coca-Cola and Mitsubishi are outperforming the S&P 500 with gains of 12.3% and 22.3%, respectively [5][8]. - Berkshire Hathaway sold 7% of its Apple position and 4% of its Bank of America position in the second quarter, while increasing its stake in Chevron by 3% [3][4]. Group 2: Comparison with Market Indexes - Year-to-date, Berkshire Hathaway Class A shares are up 6.2%, which is lower than the SPDR S&P 500 ETF Trust (+10.1%), Invesco QQQ Trust (+13.2%), and SPDR Dow Jones Industrial Average ETF (+6.0%) [5][7]. - Among the top 10 holdings, only Coca-Cola and Mitsubishi are outperforming the S&P 500, while five of the top 10 are outperforming the Dow Jones Industrial Average [8].

Core Insights - Berkshire Hathaway, led by Warren Buffett, has resumed selling its largest holding, Apple, and has further reduced its stake in Bank of America while making significant investments in UnitedHealth and revealing new positions in Nucor and two real estate stocks [1][8][12]. Investment Actions - In Q2, Berkshire purchased approximately 5.04 million shares of UnitedHealth, with a market value of about $1.57 billion, making it the 18th largest holding [2][15]. - The "mystery" holding Nucor Steel was revealed, with Berkshire acquiring 6.61 million shares valued at over $857 million, ranking as the 25th largest holding [3][5]. - Berkshire also bought around 7.05 million shares of Lennar, valued at approximately $780 million, and over 1.48 million shares of D.R. Horton, valued at about $191 million [6][7]. Reductions in Holdings - Berkshire reduced its Apple holdings by 20 million shares, a decrease of 6.67%, bringing its total to approximately 280 million shares, with a market value reduction of $4.1 billion [8][10]. - The stake in Bank of America was cut by about 26.31 million shares, a 4.71% decrease, with a market value reduction of $1.24 billion [11][12]. - Berkshire completely exited its position in T-Mobile, selling 3.88 million shares [13]. Portfolio Composition - By the end of Q2, Apple's holding represented 22.31% of Berkshire's portfolio, while Bank of America accounted for 11.12% [10][11]. - Chevron was the only stock among the top ten holdings to see an increase, with Berkshire adding 3.45 million shares, although its percentage of the portfolio decreased from 7.69% to 6.79% due to a decline in stock price [19]. Market Reactions - Following the disclosure of Berkshire's investment in UnitedHealth, the stock price surged over 9% in after-hours trading [16].

Core Insights - Chubb Limited (CB) shares have increased by 1.1% over the past year, underperforming the industry and broader market growth rates of 7.9%, 19%, and 18.3% respectively [1] - The company has a market capitalization of $108.04 billion, with an average trading volume of 1.8 million shares over the last three months [1] Valuation - Chubb's shares are currently trading at a price-to-book value of 1.45, slightly above the industry average of 1.42 [2] Growth Projections - The Zacks Consensus Estimate projects Chubb's 2025 revenues at $59.41 billion, reflecting a year-over-year growth of 5.6% [3] - For 2026, earnings per share and revenues are expected to increase by 17.8% and 6.3% respectively compared to 2025 estimates [3] Analyst Sentiment - Nine out of eleven analysts have raised their estimates for Chubb's 2025 earnings, with five also increasing estimates for 2026 in the past 30 days [4] - The Zacks Consensus Estimate for 2025 earnings has risen by 1.4% and for 2026 by 0.2% during the same period [4] Earnings Forecast - Current earnings estimates for the current quarter, next quarter, current year, and next year are $5.40, $6.38, $21.51, and $25.34 respectively [5] Long-term Growth Factors - Chubb's strong renewal retention and solid dividend history position it well for sustained long-term growth [7] - The company is enhancing its core and specialty product offerings to support long-term expansion [7] - Chubb's robust capital position allows for funding growth initiatives and returning capital to shareholders [7] Target Price and Upside Potential - The average price target from 20 analysts is $303.25 per share, indicating a potential upside of 11.8% from the last closing price [8] Earnings Performance - Chubb has consistently surpassed earnings estimates in the last four quarters, with an average surprise of 10.85% [10] Return on Capital - Chubb's return on equity over the trailing 12 months is 12.3%, significantly higher than the industry average of 7.6% [11] - The return on invested capital (ROIC) has been increasing, currently at 8%, compared to the industry average of 5.8% [12] Strategic Initiatives - Chubb is focusing on middle-market businesses and enhancing traditional core packages and specialty products for growth [13] - The company is pursuing strategic mergers and acquisitions to diversify its portfolio and expand its geographic footprint, including recent agreements to acquire Liberty Mutual's insurance businesses in Thailand and Vietnam [14] Investment Income Outlook - Despite the Federal Reserve lowering interest rates, Chubb expects improved operating cash flow to benefit investment income, with a projected quarterly adjusted net investment income run rate between $1.72 billion and $1.74 billion for Q3 2025 [15] Dividend History - Chubb has a strong dividend history, having increased dividends for 31 consecutive years, with a planned hike of 6.5% this year, resulting in a dividend yield of 1.43%, outperforming the industry average of 0.2% [18]

Healthy Paws, a Chubb company, is a leading provider of pet health insurance in the United States, dedicated to helping pet parents give their pets the best medical care possible. Founded in 2009, Healthy Paws offers a simple, transparent plan that covers new accidents, illnesses, cancer, emergency care, genetic conditions, and more. With an easy-to-use mobile app, fast claims processing, and a customer-first approach, Healthy Paws delivers a seamless and compassionate experience. As part of Chubb, the worl ...