• EN

    • -+ 0.00%
    -+ 0.00%
    -+ 0.00%

    How Chubb’s Dividend and Cyber Risk Findings Could Shape Chubb (CB) Investors’ Long-Term View

    Simply Wall St·12/04/2025 15:20:09
    Listen to the news
    • In November 2025, Chubb’s board declared a quarterly dividend of US$0.97 per share, payable on January 2, 2026 to shareholders of record as of December 12, 2025.
    • Chubb’s 2025 wealth survey of affluent North Americans revealed cybersecurity as the top perceived risk, yet only 41% hold standalone cyber insurance, alongside widespread gaps in estate planning.
    • We’ll explore how Chubb’s spotlight on affluent clients’ cyber and estate-planning gaps could shape its investment narrative and longer-term positioning.

    Trump's oil boom is here - pipelines are primed to profit. Discover the 22 US stocks riding the wave.

    Chubb Investment Narrative Recap

    To own Chubb, you generally need to believe in its ability to sustain disciplined underwriting while finding growth in specialized and international lines, even as pricing in large commercial property softens. The latest dividend affirmation and wealth survey do not materially change the near term picture, where a softer property and casualty cycle remains a key catalyst to watch and elevated catastrophe and litigation costs are still the biggest risks to earnings resilience.

    The reiterated quarterly dividend of US$0.97 per share is the clearest tie to Chubb’s capital deployment catalyst, reinforcing an ongoing pattern of shareholder returns through dividends and buybacks. Set alongside the wealth survey’s spotlight on underinsured cyber and estate risks among affluent clients, it frames how Chubb is balancing cash returns with investment in product areas that could matter if specialized insurance demand continues to build over time.

    But while this focus on affluent client risks is encouraging, investors should still be aware that...

    Read the full narrative on Chubb (it's free!)

    Chubb's narrative projects $49.6 billion revenue and $9.8 billion earnings by 2028. This assumes a 4.8% yearly revenue decline but an earnings increase of about $0.6 billion from $9.2 billion today.

    Uncover how Chubb's forecasts yield a $307.73 fair value, a 4% upside to its current price.

    Exploring Other Perspectives

    CB Community Fair Values as at Dec 2025
    CB Community Fair Values as at Dec 2025

    Eight members of the Simply Wall St Community currently see Chubb’s fair value anywhere between about US$247 and US$644, reflecting very different expectations. Against that spread, Chubb’s exposure to rising catastrophe losses and litigation costs may weigh heavily on how you interpret its recent dividend and buyback commitments.

    Explore 8 other fair value estimates on Chubb - why the stock might be worth over 2x more than the current price!

    Build Your Own Chubb Narrative

    Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

    • A great starting point for your Chubb research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
    • Our free Chubb research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Chubb's overall financial health at a glance.

    Ready To Venture Into Other Investment Styles?

    Our daily scans reveal stocks with breakout potential. Don't miss this chance:

    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.