Chubb

At its annual meeting, Chubb approved a dividend of $3.82 for fiscal year 2025, an increase of 6.41% from the previous year. In total, Chubb will pay out $1.51 billion; total distributions rose 4.81%, and the dividend yield for 2025 is 1.22%. FactSet expects an increase to $3.99 for 2026, which would slightly push the yield down to about 1.21%. » More on finanzen.net

Goldman Sachs expects significant changes in the property and casualty insurance sector due to AI and believes providers focused on corporate clients will relatively benefit. American International Group (AIG) and Chubb are seen as particularly well positioned because they cover complex risks for large clients. Goldman upgraded AIG to "Buy," citing above‑average earnings growth and rising return on equity. Insurers with a strong retail/personal lines business, such as Allstate or Progressive, are likely to face greater pressure to adjust; the shift is expected to occur more gradually. » More on de.investing.com

Wedgewood Partners said it opened a new position in Chubb, calling the company a long-standing global leader in property and casualty insurance. In its Q4 2025 letter the firm reported underperformance for the year, warned of stronger volatility ahead and said it remains relatively cautious, favoring certain AI stocks for upside. Chubb shares closed at $300.77 on January 16, 2026, with a market capitalization around $119.9 billion and a 52-week gain of about 11.6%. » More on finance.yahoo.com