Jefferies has adjusted its price target for Chubb (CB, Financial), lifting it marginally to $308 from a previous $307, while maintaining a Hold recommendation on the stock. According to analysts, despite the potential challenges posed by tariffs, they are considered a manageable risk for the company, which is well-capitalized and operates within a defensive sector—property and casualty insurance.
The firm highlights that auto insurers within this group have the flexibility to adjust prices promptly in response to market changes. Moreover, concerns about inflation in loss costs are already influencing the commercial insurance market, where any tariff effects may encourage further prudence in underwriting practices.
For the first quarter, Jefferies does not foresee any significant impact from tariffs on Chubb's performance. The focus remains particularly positive on the personal lines segment, where the firm sees the most constructive potential moving forward.
Wall Street Analysts Forecast
Based on the one-year price targets offered by 19 analysts, the average target price for Chubb Ltd (CB, Financial) is $303.38 with a high estimate of $335.00 and a low estimate of $245.22. The average target implies an upside of 7.45% from the current price of $282.34. More detailed estimate data can be found on the Chubb Ltd (CB) Forecast page.
Based on the consensus recommendation from 24 brokerage firms, Chubb Ltd's (CB, Financial) average brokerage recommendation is currently 2.5, indicating "Outperform" status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.
Based on GuruFocus estimates, the estimated GF Value for Chubb Ltd (CB, Financial) in one year is $248.12, suggesting a downside of 12.12% from the current price of $282.34. GF Value is GuruFocus' estimate of the fair value that the stock should be traded at. It is calculated based on the historical multiples the stock has traded at previously, as well as past business growth and the future estimates of the business' performance. More detailed data can be found on the Chubb Ltd (CB) Summary page.
