Chubb(CB)

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Chubb(CB) - 2025 Q2 - Quarterly Results
2025-07-22 20:33
Exhibit 99.2 Chubb Limited Financial Supplement for the Quarter Ended June 30, 2025 Investor Contact Karen Beyer: (212) 827-4445 email: investorrelations@chubb.com This report is for informational purposes only. It should be read in conjunction with documents filed by Chubb Limited with the Securities and Exchange Commission, including the most recent Annual Report on Form 10-K and Quarterly Reports on Form 10-Q. Cautionary Statement Regarding Forward-Looking Statements Any forward-looking statements made i ...
Why Chubb Might Surprise This Earnings Season
ZACKS· 2025-07-21 13:41
Investors are always looking for stocks that are poised to beat at earnings season and Chubb Limited (CB) may be one such company. The firm has earnings coming up pretty soon, and events are shaping up quite nicely for their report.That is because Chubb is seeing favorable earnings estimate revision activity as of late, which is generally a precursor to an earnings beat. After all, analysts raising estimates right before earnings — with the most up-to-date information possible — is a pretty good indicator o ...
Is a Beat in the Cards for Chubb Limited This Earnings Season?
ZACKS· 2025-07-18 14:46
Core Viewpoint - Chubb Limited (CB) is anticipated to show improvements in both revenue and earnings for the second quarter of 2025, with a revenue estimate of $14.83 billion, reflecting a 7% year-over-year growth [1] Revenue and Earnings Estimates - The consensus estimate for earnings per share (EPS) is $5.85, indicating an 8.7% year-over-year increase, with a slight upward revision of 0.1% in the past 30 days [2] - The Earnings ESP for Chubb Limited stands at +1.11%, with the Most Accurate Estimate at $5.91, suggesting a favorable outlook for an earnings beat [3] Factors Influencing Q2 Results - Premium growth is expected across most product lines, driven by strong retention, rate increases, and new business [4][9] - The International Life Insurance segment is projected to benefit from strong new business in North Asia, particularly in Hong Kong, Taiwan, and Korea, with net premiums earned estimated at $13.1 billion, a 6.7% increase from the previous year [5] - Net investment income is forecasted to be $1.9 billion, benefiting from higher average invested assets and reinvestment rates, with the Zacks Consensus Estimate at $1.8 billion [6] Underwriting Profitability and Expenses - Improved pricing, increased exposure, and prudent underwriting are expected to enhance underwriting profitability, leading to a combined ratio estimate of 85%, an improvement of 200 basis points [7] - Total expenses are anticipated to rise to $10.3 billion due to higher losses, policy benefits, and administrative costs, although share buybacks are expected to support the bottom line [8]
The 1916 Company Partners with Kevin O'Leary's WonderCare for Exclusive Watch Insurance Offering
Prnewswire· 2025-07-17 14:27
The partnership offers collectors and enthusiasts a streamlined solution to insure their luxury timepieces with coverage backed by Chubb, the number one personal lines insurer for high-net worth families in the U.S., providing peace of mind with unmatched confidence and ease. The 1916 Company's core value system is rooted in supporting the needs of clients and collectors, offering products and services designed to enhance their watch and jewelry experience. Through this partnership, clients of The 1916 Comp ...
Insights Into Chubb (CB) Q2: Wall Street Projections for Key Metrics
ZACKS· 2025-07-17 14:15
In its upcoming report, Chubb (CB) is predicted by Wall Street analysts to post quarterly earnings of $5.85 per share, reflecting an increase of 8.7% compared to the same period last year. Revenues are forecasted to be $14.83 billion, representing a year-over-year increase of 7.1%.The current level reflects a downward revision of 0.1% in the consensus EPS estimate for the quarter over the past 30 days. This demonstrates how the analysts covering the stock have collectively reappraised their initial projecti ...
Should You Invest in the iShares U.S. Insurance ETF (IAK)?
ZACKS· 2025-07-14 11:21
Core Insights - The iShares U.S. Insurance ETF (IAK) offers broad exposure to the Financials - Insurance segment, appealing to both retail and institutional investors due to its low costs, transparency, flexibility, and tax efficiency [1][2] Fund Overview - IAK is a passively managed ETF launched on May 1, 2006, with assets exceeding $779.12 million, positioning it as an average-sized ETF in its category [3] - The fund aims to replicate the performance of the Dow Jones U.S. Select Insurance Index, which includes companies providing specialized financial services [4] Cost Structure - The annual operating expenses for IAK are 0.39%, which is competitive within its peer group, and it has a 12-month trailing dividend yield of 1.85% [5] Sector Exposure and Holdings - IAK is fully allocated to the Financials sector, with Progressive Corp (PGR) making up approximately 16.98% of total assets, followed by Chubb Ltd (CB) and Travelers Companies Inc (TRV) [6] - The top 10 holdings constitute about 66.91% of total assets under management [7] Performance Metrics - As of July 14, 2025, IAK has gained approximately 2.35% year-to-date and 13.53% over the past year, with a trading range between $115.29 and $138.47 in the last 52 weeks [8] - The ETF has a beta of 0.66 and a standard deviation of 18.05% over the trailing three-year period, indicating a medium risk profile [8] Alternatives - IAK holds a Zacks ETF Rank of 3 (Hold), suggesting it is a viable option for investors seeking exposure to the Financials ETFs sector [9] - Other alternatives include Invesco KBW Property & Casualty Insurance ETF (KBWP) and SPDR S&P Insurance ETF (KIE), with respective assets of $471.58 million and $827.52 million [10]
Chubb (CB) Stock Sinks As Market Gains: Here's Why
ZACKS· 2025-07-02 22:46
Company Performance - Chubb's stock closed at $280.08, down 3.28% from the previous trading session, underperforming the S&P 500's gain of 0.48% [1] - The stock has decreased by 2.3% over the past month, lagging behind the Finance sector's gain of 3.5% and the S&P 500's gain of 5.13% [1] Upcoming Earnings Report - Chubb is set to release its earnings report on July 22, 2025, with an anticipated EPS of $5.84, reflecting an 8.55% increase year-over-year [2] - The Zacks Consensus Estimate for revenue is projected at $14.84 billion, which is a 7.12% increase from the same quarter last year [2] Full-Year Estimates - The full-year Zacks Consensus Estimates predict earnings of $21.21 per share and revenue of $59.73 billion, indicating year-over-year changes of -5.78% and +6.24%, respectively [3] - Recent changes to analyst estimates for Chubb are important as they indicate near-term business trends and analyst optimism [3] Valuation Metrics - Chubb currently has a Forward P/E ratio of 13.65, which is a premium compared to the industry average Forward P/E of 12 [5] - The company has a PEG ratio of 3.22, compared to the industry average PEG ratio of 2.73 [6] Industry Context - The Insurance - Property and Casualty industry, part of the Finance sector, holds a Zacks Industry Rank of 49, placing it in the top 20% of over 250 industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]
Chubb: A Testament To Underwriting Resilience
Seeking Alpha· 2025-07-01 02:47
Group 1 - Chubb (NYSE: CB) is highlighted as a best-in-class U.S. insurer, demonstrating steady and resilient underwriting performance over the years despite increased challenges [1] - The company is managed by Evan Greenberg, who has contributed to its consistent performance in the property and casualty (P&C) insurance sector [1] - The CrickAnt, an actuary, provides analysis on insurance and reinsurance companies, indicating a focus on cash flows and capital access within the industry [1] Group 2 - The Cash Flow Club, which includes contributions from various analysts, emphasizes features such as targeting a 6%+ yield and performance transparency [1] - The club covers sectors including energy midstream, commercial mREITs, BDCs, and shipping, indicating a broad investment focus [1]
Chubb Limited to Hold its Second Quarter Earnings Conference Call on Wednesday, July 23, 2025
Prnewswire· 2025-06-30 16:00
Company Overview - Chubb Limited is a world leader in insurance, operating in 54 countries and territories [3] - The company provides a wide range of insurance products including commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance, and life insurance [3] - Chubb is recognized for its extensive product offerings, broad distribution capabilities, exceptional financial strength, and local operations globally [3] - The parent company is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index [3] - Chubb employs approximately 43,000 people worldwide [3] Upcoming Earnings Conference Call - Chubb Limited will hold its second quarter earnings conference call on July 23, 2025, at 8:30 a.m. Eastern [1] - The company expects to issue its second quarter earnings release and financial supplement after the market closes on July 22, 2025 [1] - These documents will be available on the company's investor website [1] Accessing the Conference Call - The earnings conference call will be available via live webcast at investors.chubb.com or by dialing specific numbers for the U.S. and international participants [2] - A replay of the call will be available after the event at the same location [2]
Warren Buffett to Step Down by End of 2025. Here Are 3 Stocks He Might Buy on the Way Out
The Motley Fool· 2025-06-29 09:00
Group 1: Leadership Transition - Warren Buffett has requested the board of Berkshire Hathaway to replace him as CEO by the end of 2025, indicating a planned leadership transition [1] Group 2: Investment Opportunities - Berkshire Hathaway is expected to increase its stakes in Occidental Petroleum, a company Buffett admires for its management and performance [3][5] - Occidental's stock has outperformed oil prices over the past five years, suggesting strong value creation [4] - Berkshire Hathaway has recently acquired 760,000 additional shares of Occidental, indicating potential for further investment [5] Group 3: Amazon Investment - Berkshire Hathaway currently holds $2.1 billion in Amazon stock and is anticipated to continue purchasing more shares over time [8] - The decision to invest in Amazon was influenced by Buffett's lieutenants, highlighting a strategic shift in investment decisions [9] - Amazon's strong e-commerce presence and rapidly growing AWS division, which contributes significantly to operating profit, make it a long-term investment favorite [10][11] Group 4: Chubb Insurance - Chubb is considered a stable investment within Berkshire's portfolio, generating consistent underwriting profits with a combined ratio below 100% [13][15] - The company's impressive combined ratio of as low as 86% in recent quarters reflects its effective management in a competitive insurance market [16] - Chubb's low volatility, indicated by a beta of 0.56, allows Berkshire to deploy its cash effectively in a sector it understands well [16]