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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美银证券分析师Joshua Shanker维持$安达保险 (CB.US)$卖出评级，并将目标价从275美元上调至282美元。
根据TipRanks数据显示，该分析师近一年总胜率为64.4%，总平均回报率为11.3%。
此外，综合报道，$安达保险 (CB.US)$近期主要分析师观点如下：
预计第三季度的全球灾难事件将给财产和意外伤害保险公司带来可控的灾难损失。该预测包括飓风米尔顿在第四季度预测中的临时损失，尽管有人承认，由于该风暴最近登陆，仍存在不确定性。预期的变化反映了本季度的事件和市盈倍数的调整。
展望第三季度报告，财产和意外伤害行业的基本前景乐观。但是，乐观的预期、看涨情绪和当前的估值缓和了对股票的前景。稳健定价的持续和该行业的防御性风险状况是显著的积极因素。另一方面，承销商的预期利润率和经纪商的销售增长预期似乎偏高。
第三季度的业绩，尤其是再保险公司的业绩，可能会受到最近的米尔顿飓风的影响。由于利润率的提高和现行政策的增加，人们对个人专线的情绪更加乐观。第三季度的灾难损失预计将低于五年的季节性平均水平，但仍明显高于去年同期，这可能会给主要保险公司带来挑战。
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