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Investing.com - Keefe, Bruyette & Woods raised its price target on Chubb Corporation (NYSE:CB) to $335.00 from $333.00 on Thursday, while maintaining an Outperform rating on the insurance company’s stock.
The price target increase follows Chubb’s third-quarter 2025 earnings report and subsequent conference call, which demonstrated solid financial performance that exceeded the research firm’s previous expectations. The company has maintained strong revenue growth of 7.11% over the last twelve months, while offering a dividend yield of 1.45%.
Keefe, Bruyette & Woods has revised its earnings per share estimates upward for the coming years, now projecting $24.00 for 2025, $26.80 for 2026, and $29.45 for 2027, compared to previous estimates of $22.30, $26.60, and $29.05, respectively.
The firm cited higher investment income and lower catastrophe loss ratios as positive factors in its revised outlook, partially offset by expectations of slower premium growth, slightly higher expense ratios, and smaller reserve releases.
Keefe, Bruyette & Woods expects Chubb’s solid organic growth, potential inorganic growth, and strong core underwriting margins to drive market outperformance over the next 12 months, with the new price target representing 12.5 times the firm’s updated 2026 earnings per share estimate.
In other recent news, Chubb Limited reported a record-breaking third quarter for 2025, showcasing impressive financial performance. The company’s core operating income reached 3 billion dollars, marking a 29% increase compared to the same period last year. Earnings per share (EPS) saw a significant rise of 31%, reaching 7.49 dollars. Additionally, Chubb experienced substantial growth across various segments, with total premiums increasing by 7.5%. These results highlight the company’s robust operational strength and financial health. Despite the strong earnings report, Chubb’s stock price remained stable. These developments reflect the company’s ongoing efforts to enhance its market position and financial outcomes.
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