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CBCB

Chubb Limited

$CB·$132B·Insurance - Property & Casualty·Financial Services
$359.79+2.0%YTD+13.6%1Y+34.1%
Price updated 7h ago·X counts updated 5d ago
CBCB
$CBChubb Limited
$359.79+1.98%91 posts1×
AI analysisFundamentalsVoices on X
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On X

The complete picture of $CB on X — how loud the conversation is right now, how it has trended over the last two weeks, and which way the crowd is leaning.

91X posts · last 7 days
Sep 29Oct 11
Chatter Meter
1×
QuietNormal · 1×Loud

How loud $CB's conversation on X is versus its own normal — 1× is typical, higher means busier. Right now it's about its usual level, louder than 71% of tracked names.

Bullish sentimentAI analysisGenerated by AI from underlying data5 posts analyzed · as of 2026-09-07

Chatter is Coinbarrel ($CB), not Chubb. Community pitches it as the first multichain launchpad now focusing exclusively on Robinhood Chain with fully customizable fees and stock pairings. $98K fees, $33K revenue on $2.8M mcap looks underpriced. Pure promotional launchpad community energy.

Read what X is saying about $CB

  • Bullish vs bearish call — with the AI summary of the day's posts
  • Divergence flag when the top-engagement posts argue the other side
  • How loud the conversation is versus this ticker's own normal
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AI verdictAI analysisGenerated by AI from underlying data

TickerTalks' own read on what's driving $CB — fundamentals, momentum, or an event — and whether it agrees with the X crowd.

Proven numbersWinding up for a moveAI verdict · as of 2026-10-02

Trading in a tight range and building pressure — a move looks likely soon, but the direction isn't clear yet.

Chubb is a quality global P&C insurer at 11x PE — the X thread is Coinbarrel memecoin, not this stock.

Chubb is the global commercial-and-specialty P&C insurer — one of the highest-quality property-and-casualty balance sheets in the market, with disciplined underwriting across cycles.

  • The economics are elite: Q1 revenue +10.3% YoY at an 18.6% operating margin and ROIC of 32.5% — these are top-decile insurance metrics, with investment-income tailwind compounding on top of underwriting profitability.
  • At 11.4x PE and 2.1x sales the valuation is cheap for the quality — the P&C cycle has been generous and Chubb typically grows book value at mid-teens through those windows.
  • 52-week range position is 66% with vol at 82% of average — mid-range consolidation on quiet volume, with the Oct 20 earnings as the next trigger.

Oct 20 Q3 is the gate — any confirmation of hard-market pricing persistence plus continued combined-ratio discipline extends the move. A combined-ratio surprise or any CAT loss and the stock gives back some of the YTD gain.

What to watch: Oct 20 Q3 — combined ratio, net premium growth by line, catastrophe losses, and investment-income trajectory. A combined-ratio surprise or large CAT quarter is the clear invalidator.

On the calendar: 2026-10-20 — Q3 earnings

cashtag collision

Read the AI verdict on $CB

  • One-line verdict on what's driving the move — fundamentals, momentum, both, or an event
  • Next dated catalyst when there is one (earnings, deal closing, activist clock)
  • Whether TickerTalks' read agrees with or diverges from the X crowd
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What it does

Plain-English summary of the business — what they sell and how they make money.

Global property and casualty insurer with operations in 54+ countries offering commercial, personal, and specialty lines under Chubb and ACE brands.

Industry overviewAI analysisGenerated by AI from underlying data

Where Insurance - Property & Casualty sits in its cycle right now — and what that implies for $CB.

Insurance - Property & Casualty · Financial Services

No material change from last week — Hard P&C pricing cycle with premium rates still outpacing loss-cost inflation and elevated investment yields remain the twin earnings drivers.

What this means for $CB

Neutral — Global property and casualty insurer with operations in 54+ countries offering commercial, personal, and specialty lines under Chubb and ACE brands.

Top industry ETF

$KIESPDR S&P Insurance ETF
+1.1%YTD
+11.3%1Y

Fundamentals & catalyst

Profitability, valuation, and the next earnings event — at a glance, with rule-of-thumb signals.

Key ratios

P/E
11.4How much investors are paying per dollar of profit the company actually earned in the last 12 months. Lower means the stock looks cheaper relative to earnings.~15–25 is typical for the S&P 500; high-growth names trade 30+; hyper-growth or speculative can be 100+ or negative.
ROIC
32.5%What percentage return the business earns on every dollar of capital (equity + debt) deployed in operations. The cleanest measure of business quality.Above ~15% is high-quality; consistently above 25% suggests a real moat. Below the company's cost of capital is value-destroying.
Op margin
18.6%Operating profit (after sales, marketing, R&D, and overhead but before interest and taxes) as a percentage of revenue. The clearest view of how well the underlying business is run.Mature business above 20% is healthy; software businesses can run 30%+; commodity / retail businesses operate in single digits.
FCF yield
12.6%Free cash flow (operating cash flow minus capex) divided by the company's market cap. The cash-on-cash return you'd get owning the whole business at today's price.Above ~5% is attractive; below ~2% means you're paying up for growth. Capital-light businesses (software) run higher than capital-heavy ones (utilities).
P/S
2.1Same idea as P/E but per dollar of revenue. Useful for companies that aren't profitable yet, where P/E is meaningless.Under ~2 is cheap; software / SaaS often runs 8–15; well above 20 implies the market is pricing in very high future growth.
ROE
15.6%Net income as a percentage of shareholders' equity. Similar to ROIC but counts only the equity side.Above 20% is strong, but can be inflated by leverage — a heavily indebted company can show high ROE with weak underlying ROIC.
Gross margin
35.2%Revenue minus the direct cost of producing what was sold, as a percentage of revenue. The first read on whether the product is structurally profitable.Software / SaaS is typically 70%+; consumer goods 30–50%; commodity / hardware businesses can be under 20%.
D/E
0.2Total debt divided by shareholders' equity. Measures how much the business runs on borrowed money versus owner capital.Under 1 is conservative; 1–2 is typical for mature businesses; over 2 is leveraged and more sensitive to interest rates.

Past earnings

QuarterReportedActualEstimateSurprise
Q2 2026Jul 21, 2026$7.26$6.77+7.2%
Q1 2026Apr 21, 2026$6.82$6.60+3.3%
Q4 2025Feb 3, 2026$7.52$6.77+11.1%
Q3 2025Oct 21, 2025$7.49$6.17+21.4%
Next earningsTue, Oct 20·consensus EPS $6.79

Quarterly trend

QuarterRevenueYoYGrossOpEPSFCF
Q1 FY26$14.8B+10.3%46.4%0.0%$5.88$3.9B
Q4 FY25$15.3B+7.9%32.4%24.6%$8.10$4.8B
Q3 FY25$16.2B+7.3%32.5%24.0%$7.05$3.6B
Q2 FY25$14.9B+6.8%29.9%25.0%$7.44$3.6B

Forward consensus

3-year forecast · up to 7 analysts
FYRevenueRangeEPSRangeAnalysts
FY26$59.0B$58.4B – $59.5B$28.04$27.04 – $29.087
FY27$63.7B$62.4B – $65.3B$29.28$27.08 – $31.717
FY28$67.4B$66.0B – $68.9B$31.82$29.95 – $36.385

Setup & momentum

Volume, range, and moving-average position — the technical setup driving short-term moves.

Right now

Vol vs 30dToday's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.1.0×Today's traded share volume divided by the average over the prior 30 trading days. ≥3× signals unusual interest; below 1× is quiet.
52w rangeWhere the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.94%Where the latest close sits between the 52-week low (0%) and high (100%). Above 80% is extended; below 30% is basing or in a downtrend.
vs 50d MALatest close vs the 50-day simple moving average. Positive = short-term trend is up.+5.6%Latest close vs the 50-day simple moving average. Positive = short-term trend is up.
vs 200d MALatest close vs the 200-day simple moving average. Positive = long-term trend is up.+8.5%Latest close vs the 200-day simple moving average. Positive = long-term trend is up.

Float & profile

FloatHigh float · 349.9M shFree-float shares — the slice of issued stock actually available to trade. Lower buckets squeeze harder on a catalyst.Traded today0.4% of floatToday's volume as a percent of the free float. Above 5% on a single day is unusually high turnover for the available share count.

Insider activity

Recent open-market buys and sells by officers and directors — flagged when multiple insiders cluster.

Recent transactions

SellAug 21Michael P ConnorsDirector5.5K sh$1.9MSellJul 28Joseph F WaylandPresident8.5K sh$3.1MSellJun 8Ortega Juan LuisPresident3.9K sh$1.3MSellMay 27John W KeoghCOO23.0K sh$7.4MSellMay 21Michael G AtiehDirector578 sh$190K
+ 45 other (21 inkinds · 12 awards · 9 returns · 2 gifts · 1 exempt) in window

See when $CB insiders are putting their own money in

  • Real-time open-market buys and sells from Form 4 filings
  • Cluster-buy detection when multiple insiders pile in at once
  • 30 / 60 / 180-day windows so you can spot building conviction
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SEC filings

Material 8-K, 13D, S-3, and 424B5 events from the last 180 days — the filings that actually move the price.

Recent material filings

8-KOfficer or director changeMay 228-K — Item 5.02: Officer or director change · Item 5.03: Charter amendment · Item 5.07: Shareholder vote
AI summary

Chubb Limited (CB) filed an 8-K on May 21, 2026 reporting a personnel change (Item 5.02), a bylaw or articles amendment (Item 5.03), and annual shareholder meeting vote results (Item 5.07). Chubb is a Zurich, Switzerland-based global insurance company listed on the NYSE. The excerpt does not reveal the specific executive change or nature of the bylaw amendment; a governance document change alongside personnel and vote disclosures at an annual meeting is not unusual but the bylaw amendment may warrant review.

+ 11 other (2 IRANNOTICEs · 2 10-Qs · 2 earnings 8-Ks · 2 routine 8-Ks) in window

Recent news

Latest headlines from major outlets, sourced and timestamped — context for whatever just moved.

Gear Up for Chubb (CB) Q3 Earnings: Wall Street Estimates for Key Metricszacks.com·2d agoFirst Citizens Bank & Trust Co. Purchases 4,436 Shares of Chubb Limited $CBdefenseworld.net·2d ago2,453 Shares of Chubb Limited $CB Purchased by Copeland Capital Management LLCdefenseworld.net·2d agoNextEra Energy (NYSE:NEE) Shares Sold Off by Rep. Kevin Herndefenseworld.net·2d agoEarnings Preview: Chubb (CB) Q3 Earnings Expected to Declinezacks.com·4d ago

In themes

Explore the broader themes this ticker is being talked about under.

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Voices on X · last 7 days

No standout posts about $CB on X in the last 7 days.

TickerTalks is a research tool, not financial advice. We surface social-attention data; we do not make stock recommendations. Past attention is not predictive of future price movements.

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