BofA Securities analyst Joshua Shanker maintains $Chubb Ltd (CB.US)$ with a sell rating, and adjusts the target price from $275 to $282.
According to TipRanks data, the analyst has a success rate of 64.4% and a total average return of 11.3% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Chubb Ltd (CB.US)$'s main analysts recently are as follows:
The expectation is that the third quarter's global catastrophe events will present manageable catastrophe losses for property and casualty insurers. This forecast includes provisional losses for Hurricane Milton in the fourth quarter projections, although there is an acknowledgement of the remaining uncertainty due to the storm's recent landfall. Changes in expectations reflect the events of the quarter and adjustments in P/E multiples.
The fundamental outlook for the property and casualty sector is positive looking forward into the third quarter reports. However, optimistic expectations, bullish sentiment, and current valuations moderate the perspective on the stocks. The continuation of firm pricing and the sector's defensive risk profile stand out as significant positives. On the other hand, the anticipated margins for underwriters and the sales growth expectations for brokers appear to be on the higher side.
Q3 results, especially for reinsurers, might be impacted by the recent Hurricane Milton. The sentiment is more optimistic towards the Personal lines due to enhancing margins and growing policies-in-force. Catastrophe losses for Q3 are anticipated to be below the five-year seasonal average but still notably higher than the same quarter in the previous year, which may pose challenges for primary insurers.
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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美銀證券分析師Joshua Shanker維持$安達保險 (CB.US)$賣出評級，並將目標價從275美元上調至282美元。
根據TipRanks數據顯示，該分析師近一年總勝率為64.4%，總平均回報率為11.3%。
此外，綜合報道，$安達保險 (CB.US)$近期主要分析師觀點如下：
預計第三季度的全球災難事件將給財產和意外傷害保險公司帶來可控的災難損失。該預測包括颶風米爾頓在第四季度預測中的臨時損失，儘管有人承認，由於該風暴最近登陸，仍存在不確定性。預期的變化反映了本季度的事件和市盈倍數的調整。
展望第三季度報告，財產和意外傷害行業的基本前景樂觀。但是，樂觀的預期、看漲情緒和當前的估值緩和了對股票的前景。穩健定價的持續和該行業的防禦性風險狀況是顯著的積極因素。另一方面，承銷商的預期利潤率和經紀商的銷售增長預期似乎偏高。
第三季度的業績，尤其是再保險公司的業績，可能會受到最近的米爾頓颶風的影響。由於利潤率的提高和現行政策的增加，人們對個人專線的情緒更加樂觀。第三季度的災難損失預計將低於五年的季節性平均水平，但仍明顯高於去年同期，這可能會給主要保險公司帶來挑戰。
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