Chubb Limited (CB) earnings on July 21, 2026

CB price around the earnings

343.23

Change: -3.3%

Start of the measured window End of the measured window

336.10 343.00 349.89 356.79 354.80

July 21, 2026 July 22, 2026

Price: green if it ends above the starting price; red if it ends below
Start of the measured window
End of the measured window
Market open
No trading (market closed)
Starting price

Price series around the event

Prior thesis

Prior outlook: Optimistic Outcome: Missed

Thesis published: 2026-07-21, 19:52 UTC
Results released: 2026-07-21, 20:05 UTC

Strong recent trend strength but limited analyst upside

The company has a strong recent earnings beat record and strong recent price trend strength, but analysts see only 1.5% upside, suggesting the stock may be overvalued.

Context analyzed before publication

Summary: Strong recent trend strength but limited analyst upside
Playbook: The stock has risen 12% in the past month, but the average analyst price target is only 1.5% above the current price, indicating the rally may have gone too far.
Trend: Expert opinion improved but the scenario is capped

Analysts

Drivers

Analysts Negative
The average price target implies only 1.5% above the current price, suggesting a limited optimistic scenario.

Evidence

Analyst consensus: Buy
Consensus average (1-5): 2.48
Analysts covering the stock: 23
Average price target: 360.3
Lowest price target: 297
Highest price target: 401
Upside to price target: 1.5%
Quarterly earnings growth: 74.3%
Revenue growth: 10.2%
Forward EPS: 29.21
Trailing EPS: 28.27
Analyst moves in the last 60 days: 10

Strong buy: 2
Buy: 7
Hold: 13
Sell: 0
Strong sell: 3

Strong buy: 2
Buy: 7
Hold: 13
Sell: 0
Strong sell: 3

July 20, 2026 · JP Morgan: Maintains rating (Neutral → Neutral)
July 15, 2026 · Piper Sandler: Maintains rating (Neutral → Neutral)
July 10, 2026 · Evercore ISI Group: Maintains rating (Outperform → Outperform)
July 10, 2026 · Citizens: Maintains rating (Market Outperform → Market Outperform)
July 9, 2026 · Wells Fargo: Maintains rating (Equal-Weight → Equal-Weight)
July 9, 2026 · Cantor Fitzgerald: Maintains rating (Neutral → Neutral)
July 9, 2026 · Mizuho: Maintains rating (Neutral → Neutral)
July 8, 2026 · UBS: Maintains rating (Neutral → Neutral)
July 8, 2026 · Keefe, Bruyette & Woods: Maintains rating (Outperform → Outperform)
July 6, 2026 · Morgan Stanley: Maintains rating (Equal-Weight → Equal-Weight)

News and sentiment

Evidence

Sentiment

Sentiment: Neutral
Mention volume: Low
Normalized volume: 33%

News

Sources (8)

Live On CNBC, Josh Brown Hosts Segment Titled "Josh's Best Stocks In The Market" Sector Spotlight: Insurance: State Street SPDR S&P Insurance ETF; The Travelers Companies; Chubb; AFLAC (opens in a new tab) — Benzinga
Chubb Likely To Report Higher Q2 Earnings; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call (opens in a new tab) — Benzinga
Here's How Much $1000 Invested In Chubb 5 Years Ago Would Be Worth Today (opens in a new tab) — Benzinga
JP Morgan Maintains Neutral on Chubb, Raises Price Target to $374 (opens in a new tab) — Benzinga
Live On CNBC, Malcolm Ethridge Announces Bought Chubb (opens in a new tab) — Benzinga
Piper Sandler Maintains Neutral on Chubb, Raises Price Target to $374 (opens in a new tab) — Benzinga
Evercore ISI Group Maintains Outperform on Chubb, Raises Price Target to $374 (opens in a new tab) — Benzinga
Citizens Maintains Market Outperform on Chubb, Raises Price Target to $400 (opens in a new tab) — Benzinga

Technicals

Drivers

Technical Positive
The stock has risen 12% in the past 30 days, showing a strong recent trend.

Evidence

Average true range (ATR): 2.2%
Distance to 52-week high: -1.6%
14-day change (14d): +2.8%
30-day change (30d): +12.0%
30-day relative strength: +12.0%
Benchmark change (0d): +0.0%
Nearest support: 352.47
Nearest resistance: 354.77
Volume accumulation ratio (14d / 46d): 1.16

Trends

Evidence

Average earnings surprise: +9.7%

April 21, 2026: actual EPS 6.82 vs estimate 6.61 (surprise +3.2%)
February 3, 2026: actual EPS 7.52 vs estimate 6.78 (surprise +11.0%)
October 21, 2025: actual EPS 7.49 vs estimate 6.16 (surprise +21.7%)
July 22, 2025: actual EPS 6.14 vs estimate 5.97 (surprise +2.9%)

Expected move

Drivers

Past earnings Positive
The company beat earnings every quarter, with an average surprise of +9.7%, showing strong historical performance.

There is no implied-move data available for this event.

Reactions over its last 20 earnings

Median move: 1.9%
75th percentile move: 2.9%
90th percentile move: 5.1%
Up / down moves: 10 / 10
Average up move: +2.7%
Average down move: -2.2%

Monitoring and close

What Chubb Limited reported

Status: Finished

Actual EPS	7.26
EPS estimate	6.75
EPS surprise	+7.6%
Revenue	$12,768 million
Revenue estimate	$12,987 million
Revenue surprise	-1.7%

Chubb reported better-than-expected quarterly earnings, but revenue slightly missed estimates. Shares rose in an optimistic market.

Sources (6)

Chubb (CB) Reports Q2 Earnings: What Key Metrics Have to Say (opens in a new tab) — Zacks
Chubb (CB) Tops Q2 Earnings Estimates (opens in a new tab) — Zacks
Chubb Q2 Adj. EPS $7.26 Beats $6.75 Estimate, Sales $12.768B Miss $12.987B Estimate (opens in a new tab) — Benzinga
Chubb Reports Second Quarter Per Share Net Income of $7.30 and Per Share Core Operating Income of $7.26, Up 18.2%; Consolidated Net Premiums Written of $14.7 Billion, Up 3.6%, with P&C and Life Insurance Up 3.0% and 7.5%; P&C Combined Ratio of 83.8% (opens in a new tab) — Yahoo
Chubb Delivers A Strong Q2, Justifying Its Rally (opens in a new tab) — SeekingAlpha
Chubb posted adjusted earnings of $7.26 per share, beating the $6.75 estimate, but revenue of $12.768B missed the $12.987B forecast. — Benzinga

Pre-market second reading after the results

Verdict: Mixed results

Heading into the open, the figures don't clearly confirm the prior scenario.

How the stock reacted

Outcome: Missed
Consolidated: -3.3%
Max favorable move (MFE): 0.2%
Max adverse move (MAE): 5.3%