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    How Record Earnings And Buybacks At Chubb (CB) Have Changed Its Investment Story

    Simply Wall St·02/15/2026 15:24:19
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    • In early February 2026, Chubb Limited reported fourth-quarter 2025 net income of US$3.21 billion and full-year net income of US$10.31 billion, alongside higher basic and diluted earnings per share versus the prior year.
    • The company also completed a US$2.33 billion share repurchase program covering about 2.1% of its shares, reinforcing management’s confidence in Chubb’s financial position and earnings power.
    • Against this backdrop of record earnings and completed buybacks, we’ll examine how the latest results reshape Chubb’s existing investment narrative.

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    Chubb Investment Narrative Recap

    To own Chubb, you need to believe it can keep converting disciplined underwriting and global scale into steady earnings while managing catastrophe and litigation risks. The record Q4 and full year 2025 numbers strengthen that earnings story in the near term, but they do not remove concerns about catastrophe exposure and pressure from social inflation, which remain key swing factors for results.

    The completion of the US$2.33 billion buyback, retiring about 2.1% of shares, is the most relevant new data point here, because it directly supports the existing catalyst of EPS growth through capital returns. Paired with record net income of US$10.31 billion in 2025, it underlines how management is currently pairing operating performance with shareholder payouts, even as investors weigh ongoing catastrophe and regulatory risks.

    However, investors should also be aware that elevated catastrophe losses and climate related event risk could still...

    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 implies 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 $336.22 fair value, a 3% upside to its current price.

    Exploring Other Perspectives

    CB 1-Year Stock Price Chart
    CB 1-Year Stock Price Chart

    Four members of the Simply Wall St Community currently see Chubb’s fair value between US$290 and US$669.08, a wide span that reflects very different expectations for future catastrophe and litigation costs and invites you to compare several viewpoints before deciding how these risks might influence long term performance.

    Explore 4 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.

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    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.