CB

A month has gone by since the last earnings report for Chubb (CB). Shares have lost about 0.7% in that time frame, underperforming the S&P 500. But investors have to be wondering, will the recent negative trend continue leading up to its next earnings release, or is Chubb due for a breakout? Well, first let's take a quick look at its most recent earnings report in order to get a better handle on the recent catalysts for Chubb Limited before we dive into how investors and analysts have reacted as of late. CB Q2 Earnings Beat on Higher Underwriting and Investment IncomeChubb Limited reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Stronger P&C underwriting, record investment income and higher life insurance income supported results. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion.Current accident year underwriting income, excluding catastrophe losses, advanced 5.8% to $2.13 billion. The corresponding combined ratio improved 10 basis points to 82.2%, indicating steady underlying profitability. Pre-tax net catastrophe losses were $475 million, down from $630 million in the year-ago quarter. Favorable prior-period reserve development increased to $283 million from $249 million. These factors helped offset softer conditions in selected property lines. Management said pricing pressure remained most pronounced in large-account and excess and surplus property, while softness was spreading to parts of casualty and financial lines. Consolidated net premiums written increased 3.6% year over year to $14.71 billion. The Zacks Consensus Estimate was $15 billion while our estimate was $15.1 billion. P&C net premiums written rose 3.0% to $12.77 billion and increased 6.3% when large-account and excess and surplus property were excluded. Global P&C net premiums written, excluding agriculture, advanced 2.8% to $11.99 billion. Life insurance net premiums written grew 7.5% to $1.94 billion, adding balance to the company's premium expansion. North America Commercial P&C net premiums written declined 2.3% to $5.59 billion. Our estimate was $5.9 billion. Major accounts and specialty fell 9.0% as underwriting actions weighed on property business, while middle-market and small commercial premiums increased 8.9% to $2.34 billion. North America Personal P&C net premiums written grew 6.0% to $2.05 billion (our estimate was $2 billion), while its combined ratio improved 620 basis points to 67.3%. Agricultural premiums rose 6.0% to $776 million (our estimate was $769 billion), though the segment's combined ratio increased 60 basis points to 89.7%. Overseas General Insurance net premiums written jumped 10.2% to $3.99 billion, or 4.8% in constant dollars. Our estimate was $4.2 billion. Commercial P&C premiums increased 8.8%, while consumer P&C premiums advanced 12.1%. The segment's combined ratio improved 810 basis points to 82.2%. Latin America, Asia and Europe posted premium growth of 15.6%, 12.0% and 5.1%, respectively, underscoring the benefit of Chubb's geographic diversification. Pre-tax net investment income increased 12.3% to a record $1.76 billion. Adjusted net investment income rose 11.4% to $1.88 billion, supported by fixed-income and alternative asset portfolios. Life Insurance segment income increased 9.0% to $332 million. Net premiums written and deposits collected climbed 14.4% to $2.65 billion, with International Life income up 13.0%. Operating cash flow totaled $3.73 billion, while adjusted operating cash flow was $3.48 billion. Chubb returned $1.37 billion to shareholders during the quarter. Share repurchases totaled $979 million at an average price of $327.18 per share. Dividend payments were $395 million, bringing the total capital returned during the first six months of 2026 to $2.90 billion. Book value per share was $195.45 as of June 30, 2026, up 12.3% year over year. Tangible book value per share increased 17.1% to $131.93. Annualized core operating return on tangible equity was 21.2%, while annualized core operating return on equity was 14.5%. Total invested assets were $175.40 billion, supporting the company's investment income base. It turns out, estimates revision have trended upward during the past month. Currently, Chubb has a subpar Growth Score of D, however its Momentum Score is doing a bit better with a C. Charting a somewhat similar path, the stock has a grade of B on the value side, putting it in the second quintile for value investors. Overall, the stock has an aggregate VGM Score of C. If you aren't focused on one strategy, this score is the one you should be interested in. Estimates have been broadly trending upward for the stock, and the magnitude of these revisions looks promising. Notably, Chubb has a Zacks Rank #3 (Hold). We expect an in-line return from the stock in the next few months. Chubb is part of the Zacks Insurance - Property and Casualty industry. Over the past month, Progressive (PGR), a stock from the same industry, has gained 6.2%. The company reported its results for the quarter ended June 2026 more than a month ago. Progressive reported revenues of $23.01 billion in the last reported quarter, representing a year-over-year change of +6.4%. EPS of $4.85 for the same period compares with $4.88 a year ago. Progressive is expected to post earnings of $3.66 per share for the current quarter, representing a year-over-year change of -9.6%. Over the last 30 days, the Zacks Consensus Estimate has changed +0.6%. The overall direction and magnitude of estimate revisions translate into a Zacks Rank #3 (Hold) for Progressive. Also, the stock has a VGM Score of C. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Chubb Limited (CB) : Free Stock Analysis Report The Progressive Corporation (PGR) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

ZURICH, Aug. 13, 2026 /PRNewswire/ -- The Board of Directors of Chubb Limited (NYSE: CB) today declared a quarterly dividend equal to $1.02 per share, payable on October 2, 2026 to shareholders of record at the close of business on September 11, 2026. The dividend will be payable out of legal reserves and will be made in United States dollars by the company's transfer agent, as described in the Chubb Limited 2026 proxy statement. This will be the second installment as approved by the company's shareholders on May 21, 2026. About ChubbChubb is a world leader in insurance. With operations in 54 countries and territories, Chubb provides commercial and personal property and casualty insurance, personal accident and supplemental health insurance, reinsurance and life insurance to a diverse group of clients. The company is defined by its extensive product and service offerings, broad distribution capabilities, exceptional financial strength and local operations globally. Parent company Chubb Limited is listed on the New York Stock Exchange (NYSE: CB) and is a component of the S&P 500 index. Chubb employs approximately 45,000 people worldwide. Additional information can be found at: www.chubb.com. Cautionary Statement Regarding Forward-Looking Statements:Forward-looking statements made in this press release, such as statements regarding dividends, and our expectations and intentions and other statements that are not historical facts, reflect the company's current views with respect to future events and are made pursuant to the safe harbor provisions of the Private Securities Litigation Reform Act of 1995. Such statements involve risks and uncertainties, which may cause actual results to differ materially from those set forth in these statements. For example, payment of scheduled or future dividends could be affected by extraordinary company events or capital constraints or similar factors that could require the company to adjust, delay or withhold dividend payments. Additional information regarding factors that could cause differences from these forward-looking statements appears in the company's filings with the Securities and Exchange Commission. Readers are cautioned not to place undue reliance on these forward-looking statements, which speak only as of the date on which they are made. View original content to download multimedia:https://www.prnewswire.com/news-releases/chubb-limited-board-declares-quarterly-dividend-302850922.html

Find your next quality investment with Simply Wall St's easy and powerful screener, trusted by over 7 million individual investors worldwide. Chubb (CB) has drawn fresh attention after reporting second quarter 2026 results, with net income of US$2.854b and earnings per share broadly in line with the same period a year earlier. See our latest analysis for Chubb. Chubb shares have eased in the past week, with a 7 day share price return of 2.52% down. However, the year to date share price return of 13.1% and 1 year total shareholder return of 32.82% point to momentum that has built over a longer stretch. If Chubb's recent move has you thinking about where else capital might work hard, this could be a good moment to broaden your search and check out 18 top founder-led companies Chubb is being pulled between bulls who see a quality insurer on an attractive multiple and bears who point to slower recent growth. Do the current earnings and buybacks support paying this price, or do they suggest caution as valuation comes into focus? Chubb's most followed narrative puts fair value at about $365.87, slightly above the last close of $350.68. This frames the stock as modestly undervalued on these assumptions. Read the complete narrative. Want to understand why this narrative sees room above today's price? It rests on changing revenue mix, firmer margins, and a richer earnings multiple. The key inputs sit inside the full story, not in the current share chart. Result: Fair Value of $365.87 (UNDERVALUED) Have a read of the narrative in full and understand what's behind the forecasts. However, this Chubb story can change quickly if competition pushes down large account pricing further or if catastrophe losses remain elevated and squeeze underwriting results. Find out about the key risks to this Chubb narrative. The first narrative frames Chubb as about 4.2% undervalued, yet the market multiples tell a different story. The stock trades on a P/E of 12.1x versus 11.7x for the US Insurance industry, and above an estimated fair ratio of 11.6x. That premium points to less margin for error if growth expectations fade. See what the numbers say about this price — find out in our valuation breakdown. Sentiment on Chubb is mixed, with both risks and rewards in focus, so it makes sense to look through the full set of data yourself and act promptly. To weigh the trade off for your own portfolio, start by reviewing the 2 key rewards and 2 important warning signs If you want your portfolio to work harder, now is the time to scan for fresh ideas before the next wave of opportunities moves without you. Spot potential mispricings early and run through 55 high quality undervalued stocks to find stocks where current prices differ from underlying fundamentals. Strengthen portfolio resilience by checking 81 resilient stocks with low risk scores for companies with profiles that may suit a more defensive approach. Hunt for underfollowed opportunities and use the screener containing 19 high quality undiscovered gems before other investors catch on. This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned. Companies discussed in this article include CB. Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email [email protected]

Markel Group Inc. MKL reported second-quarter 2026 adjusted operating income of $19.5 per share, which missed the Zacks Consensus Estimate by 10.4%. The bottom line deteriorated 25% year over year. Markel’s second-quarter results reflected improved insurance underwriting performance and higher net investment income, which were offset by lower adjusted operating income in the Industrial and Financial segments. Markel Group Inc. price-consensus-eps-surprise-chart | Markel Group Inc. Quote Total operating revenues were $4 billion, up 0.1% year over year, surpassing the Zacks Consensus Estimate by 8.6%. Earned premiums decreased 3% year over year to $2 billion in the second quarter. The figure was lower than the Zacks Consensus Estimate of $2.1 billion. Net investment income increased 11.4% year over year to $256.1 million in the second quarter, driven by higher interest income from fixed maturity securities and higher dividend income from equity securities. The figure was lower than the Zacks Consensus Estimate of $262 million. Total operating expenses of Markel Group increased 3.7% year over year to $3.6 billion due to higher product expenses, services and other expenses. Markel Insurance: Operating revenues decreased 2% year over year to $2.2 billion. Adjusted operating income rose 40% year over year to $376.5 million. The combined ratio improved 400 bps year over year to 93. Industrial: Operating revenues rose 2% year over year to $1 billion. Adjusted operating income decreased 27% year over year to $75.4 million. Financial: Operating revenues decreased 1% year over year to $171.3 million. The segment reported an adjusted operating loss of $148.9 million against the adjusted operating income of $78.4 million in the year-ago quarter. Consumer and Other: Operating revenues increased 4% year over year to $552 million. Adjusted operating income rose 20% year over year to $122.1 million. Markel Group exited the second quarter with investments, cash and cash equivalents, and restricted cash and cash equivalents of $37.6 billion as of June 30, 2026, up 0.4% from the 2025-end level. The increase in invested assets was primarily driven by higher investment balances, partially offset by lower cash and cash equivalents. Senior long-term debt and other debt balance increased 1.5% to $4.4 billion as of June 30, 2026, from the 2025-end level. Shareholders' equity was $19 billion at the second quarter of 2026-end, up 2.2% from the 2025-end level. During the first half of 2026, MKL repurchased common shares worth $370.7 million. Markel Group currently carries a Zacks Rank #2 (Buy). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group, Inc. SIGI reported second-quarter 2026 operating earnings of $1.95 per share, which beat the Zacks Consensus Estimate by 13.4%. The bottom line increased 48.9% year over year. Revenues of $1.37 billion rose 4.5% from the year-ago quarter and topped the consensus estimate by 0.7%. Net premiums written declined 5% year over year to $1.22 billion due to a 6% decrease in Standard Commercial Lines, an 8% fall in Standard Personal Lines and a 2% decline in Excess and Surplus Lines. Our estimate was $1.33 billion. Net premiums earned increased 2.3%. Direct new business plunged to $206.1 million from $248.1 million. Renewal pure price increases averaged 6.5%, down from 9.9% in the prior-year quarter. Chubb Limited CB reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion. Cincinnati Financial Corporation CINF reported second-quarter 2026 operating income of $1.43 per share, which missed the Zacks Consensus Estimate by 21.4%. The bottom line declined 27.4% from the year-ago quarter. Total operating revenues for the second quarter were $3 billion, reflecting a 6.8% year-over-year increase. The figure, however, missed the Zacks Consensus Estimate by 1.4%. Earned premiums climbed 6.3% year over year to $2.6 billion. The figure marginally missed the Zacks Consensus Estimate by 1.5%. Net investment income, net of expenses, increased 12% year over year to $319 million, primarily due to a 14% rise in interest income from fixed-maturity securities and a 3% jump in equity portfolio dividends. The figure marginally beat the Zacks Consensus Estimate by 1.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Markel Group Inc. (MKL) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report Selective Insurance Group, Inc. (SIGI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

MGIC Investment Corporation MTG reported second-quarter 2026 operating net income per share of 87 cents, which beat the Zacks Consensus Estimate by 17.6%. The bottom line also improved 6.1% year over year. Total operating revenues declined 2.6% year over year to $298 million, due to lower net premiums earned and net investment income. The top line missed the Zacks Consensus Estimate by 0.3%. The quarterly results reflected strong underwriting performance and lower losses incurred, partially offset by lower premiums and investment income. MGIC Investment Corporation price-consensus-eps-surprise-chart | MGIC Investment Corporation Quote Insurance in force increased 2.6% year over year to $304.8 billion, exceeding the Zacks Consensus Estimate of $297.5 billion and our estimate of $297.5 billion. Meanwhile, primary delinquency increased 7% to 26,152 loans year-over year during the reported quarter. Net premiums earned declined 2.6% year over year to $238.1 million, missing our estimate of $239 million. Meanwhile, net investment income decreased 2.5% year over year to $59.5 million. The figure was in line with our estimate of $59.3 million but below the Zacks Consensus Estimate of $60.7 million. Persistency, the percentage of insurance remaining in force, was 83.3% as of June 30, 2026, and declining 140 basis points from the year-ago quarter’s level. Meanwhile, new insurance written increased 8.5% year over year to $17.8 billion. Underwriting and other expenses, net, declined 12.5% year over year to $45.6 million. However, underwriting performance improved significantly, with the loss ratio declining to 4.6% from 14.1% in the prior quarter Total losses and expenses increased 12.6% year over year to $65.5 million, attributable to a sharp rise in losses incurred, net, which nearly doubled from the year-ago period. Book value per share, a measure of net worth, increased 9.8% year over year to $24.27 as of June 30, 2026. Shareholder equity was $5 billion as of June 30, 2026, down 2.6% from the 2025-end level. MGIC Investment's PMIERs Available Assets totaled $5.6 billion, or $2.7 billion above its Minimum Required Assets as of June 30, 2026. Total assets were $6.5 billion as of June 30, 2026, down 1.7% from the 2025-end level. Senior notes totaled $646.9 million as of June 30, 2026, reflecting a 1.7% decrease from the 2025-end level. The company repurchased 6.6 million shares of common stock for $176.6 million and paid a dividend of $400 million to the holding company. MGIC also paid a dividend of 15 cents per common share to shareholders. MTG  bought back shares worth $42.4 million in July 2026. The board approved a dividend of 17 cents per common share payable in Aug 20 to shareholders of record on Aug 5, 2026. Concurrently, the board of directors also approved a share repurchase program, authorizing MTG to repurchase an additional $750 million of common stock through Dec. 31, 2028. MTG currently has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group, Inc. SIGI reported second-quarter 2026 operating earnings of $1.95 per share, which beat the Zacks Consensus Estimate by 13.4%. The bottom line increased 48.9% year over year. Revenues of $1.37 billion rose 4.5% from the year-ago quarter and topped the consensus estimate by 0.7%. Net premiums written declined 5% year over year to $1.22 billion due to a 6% decrease in Standard Commercial Lines, an 8% fall in Standard Personal Lines, and a 2% decline in Excess and Surplus Lines. Our estimate was $1.33 billion. Net premiums earned increased 2.3%. Direct new business plunged to $206.1 million from $248.1 million. Renewal pure price increases averaged 6.5%, down from 9.9% in the prior-year quarter. Chubb Limited CB reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion. Cincinnati Financial Corporation CINF reported second-quarter 2026 operating income of $1.43 per share, which missed the Zacks Consensus Estimate by 21.4%. The bottom line declined 27.4% from the year-ago quarter. Total operating revenues for the second quarter were $3 billion, reflecting a 6.8% year-over-year increase. The figure, however, missed the Zacks Consensus Estimate by 1.4%. Earned premiums climbed 6.3% year over year to $2.6 billion. The figure marginally missed the Zacks Consensus Estimate by 1.5%. Net investment income, net of expenses, increased 12% year over year to $319 million, primarily due to a 14% rise in interest income from fixed-maturity securities and a 3% jump in equity portfolio dividends. The figure marginally beat the Zacks Consensus Estimate by 1.8%. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report MGIC Investment Corporation (MTG) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report Selective Insurance Group, Inc. (SIGI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Unum Group’s UNM second-quarter 2026 operating net income of $2.16 per share surpassed the Zacks Consensus Estimate by 1%. The bottom line increased 4.4% year over year. The quarterly results benefited from premium growth across core businesses, improved performance in Unum U.S. and Colonial Life, and strong sales momentum. However, lower net investment income, higher total costs and weaker Closed Block results partly offset these gains. Unum Group price-consensus-eps-surprise-chart | Unum Group Quote Total operating revenues of Unum Group were $3.4 billion, down 0.1% year over year. The top line surpassed the Zacks Consensus Estimate by 14.3%. Premium increased 2.5% from the prior-year quarter to $2.8 billion, which was higher than our estimate of $2.5 billion. The Zacks Consensus Estimate was pegged at $2.6 billion. Net investment income declined 14.7% year over year to $478.4 million, primarily due to lower returns from alternative investments. Total benefits and expenses increased 3.3% year over year to $3 billion, largely attributable to higher policy benefits, commissions and other expenses. The figurewas higher than our estimate of $2.5 billion. Unum U.S.: Premium income was $1.86 billion, up 3.3% year over year. Adjusted operating income decreased 22.8% year over year to $261 million, primarily due to less favorable disability experience and higher benefit costs. It excluded the amortization of the deferred gain on reinsurance of $4.4 million and the impact of non-contemporaneous reinsurance of $0.7 million. Our estimate was $314 million. The group disability line of business reported a 17.4% decrease in adjusted operating income while the group life and accidental death and dismemberment line of business reported a 32.8% increase. The supplemental and voluntary line of business reported an increase of 8.2%. Unum International: Premium income of $289.3 million increased 6.7% year over year. Adjusted operating income was $24.3 million, down 41.6% year over year. Our estimate was $51.7 million. The Unum U.K. line of business premium income totaled £175.5 million, up 5.2% from the year-ago quarter, primarily due to in-force block growth, sales and favorable persistency. Adjusted operating income, in local currency, was £15.3 million, down 48% year over year. The benefit ratio, excluding the reserve assumption updates, was 82.2%, which deteriorated 720 basis points (bps), primarily due to higher average claim size and increased claim incidence in the group long-term disability business. Sales decreased 14.9% to £32.6 million. Persistency decreased in the supplemental product line, the group long-term disability and the group life product line. Colonial Life: Premium income increased 3.3% from the prior-year figure to $477.4 million, driven by stable overall persistency and prior period sales. Sales increased 0.9% from the year-ago figure to $106.3 million. Adjusted operating income increased 11.9% from the prior-year period to $131.4 million. Our estimate was $113.4 million. Persistency was 78.2% for the first half of 2026, improved 30 bps year over year. The benefit ratio, excluding the reserve assumption updates, improved 300 bps year over year to 46.7%. Closed Block: Premium income decreased 10.8% to $192.9 million. The segment reported an adjusted operating loss of $61.2 million, compared with a loss of $10.8 million in the year-ago quarter. The decrease was primarily due to lower net investment income and the amortization of the cost of reinsurance. Our estimate for loss was $55 million. Corporate: The segment incurred an adjusted operating loss of $44.5 million, wider than the year-ago quarter’s loss of $31.7 million, primarily due to decreased net investment income. Our estimate for loss was $45.1 million. As of June 30, 2026, the weighted average risk-based capital ratio for Unum Group’s traditional U.S. insurance companies was approximately 480%. Unum Group exited the second quarter with holding company liquidity worth $1.5 billion. Book value per share grew 3.8% year over year to $68.28 as of June 30, 2026. UNM repurchased approximately $200 million of common shares and paid $73.5 million in common stock dividends during the second quarter. UNM expects that after-tax adjusted operating income per share will increase to 22.2% from 21.2% in the year-ago period. Management expects 2026 EPS of $8.60-$8.90, implying 8-12% growth. UNM currently has a Zacks Rank #4 (Sell). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group, Inc. SIGI reported second-quarter 2026 operating earnings of $1.95 per share, which beat the Zacks Consensus Estimate by 13.4%. The bottom line increased 48.9% year over year. Revenues of $1.37 billion rose 4.5% from the year-ago quarter and topped the consensus estimate by 0.7%. Net premiums written declined 5% year over year to $1.22 billion due to a 6% decrease in Standard Commercial Lines, an 8% fall in Standard Personal Lines, and a 2% decline in Excess and Surplus Lines. Our estimate was $1.33 billion. Net premiums earned increased 2.3%. Direct new business fell to $206.1 million from $248.1 million. Renewal pure price increases averaged 6.5%, down from 9.9% in the prior-year quarter. Chubb Limited CB reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Stronger P&C underwriting, record investment income, and higher life insurance income supported results. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion. Principal Financial Group, Inc.’s PFG second-quarter 2026 operating earnings of $2.50 per share beat the Zacks Consensus Estimate by 7.3%. The bottom line increased 16% year over year. Revenues rose 6.4% year over year to $3.99 billion, which missed the consensus mark of $4.09 billion by 2.4%. Total expenses increased 7.6% year over year to $3.41 billion. Benefits, claims and settlement expenses rose 8.3% to $1.99 billion, while operating expenses increased 8.1% to $1.40 billion. Non-GAAP operating earnings climbed 12% to $547 million. Excluding significant variances, operating earnings advanced 13% to $528.7 million, reflecting growth across the operating segments. Net income attributable to PFG declined 1% to $403.4 million. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Unum Group (UNM) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report Principal Financial Group, Inc. (PFG) : Free Stock Analysis Report Selective Insurance Group, Inc. (SIGI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

AXIS Capital Holdings Limited AXS reported second-quarter 2026 operating income of $2.84 per share, which missed the Zacks Consensus Estimate of $3.23 and fell 12.1% year over year. The quarterly results reflected higher net premiums earned and continued premium growth. However, higher catastrophe losses, lower net investment income and increased operating expenses weighed on performance. Axis Capital Holdings Limited price-consensus-eps-surprise-chart | Axis Capital Holdings Limited Quote Total operating revenues of $1.7 billion marginally missed the Zacks Consensus Estimate by 1%. The top line rose 7.4% year over year on higher premiums earned.Net premiums written decreased 1.8% to $1.6 billion, reflecting lower premiums in the Reinsurance segment, partially offset by growth in the Insurance segment. Net investment income decreased 3% year over year to $181.6 million, due to lower income from alternative investments and cash. The Zacks Consensus Estimate was pegged at $208.7 million. Total expenses in the reported quarter increased 6.2% year over year to $1.4 billion due to higher net losses and loss expenses, acquisition costs and reorganization expenses. Our estimate was pegged at $1.4 billion. Pre-tax catastrophe and weather-related losses, net of reinsurance, totaled $152 million, including $95 million from natural catastrophes. The remaining $57 million was attributable to weather-related events. AXIS Capital’s underwriting income of $142.9 million decreased 24.5% year over year. The combined ratio deteriorated to 93.1 in the second quarter from 88.9 a year ago, reflecting higher catastrophe and weather-related losses. The Zacks Consensus Estimate was pegged at 93.2. Our estimate was 93.8. Insurance: Gross premiums written improved 15.3% year over year to $2.2 billion. Our estimate was $2.1 billion. Net premiums earned increased 14.9% year over year to $1.2 billion, driven by premium growth across most business lines. Our estimate was $1.1 billion. Underwriting income of $119.4 million decreased 21.3% year over year. The combined ratio deteriorated 470 basis points to 90. The Zacks Consensus Estimate for the combined ratio was pegged at 89.7. Reinsurance: Gross premiums written decreased 24.7% year over year to $439.5 million, mainly due to lower renewals and portfolio optimization compared to our estimate of $554.9 million. Net premiums earned declined 8% year over year to $331.8 million. Our estimate was pinned at $399.5 million. Underwriting income of $23.6 million decreased 37.3% year over year. The combined ratio deteriorated 250 basis points to 94.5. The Zacks Consensus Estimate for the combined ratio was pegged at 94.1. AXIS Capital exited the second quarter with cash and cash equivalents of $780 million, down 4.9% from the 2025-end level. Debt remained essentially unchanged at $1.32 billion. Shareholders' equity increased 2.3% from the 2025-end level to $6.5 billion. Book value per diluted common share was $79.01, up from $78.19 as of Dec. 31, 2025. Annualized operating return on average common equity (operating ROACE) was 14.3%, down from 19% a year ago. AXIS Capital returned $84 million to common shareholders in the second  quarter, including $52 million in share repurchases and $32 million in dividends. The company also declared a quarterly dividend of 44 cents per common share. AXIS Capital currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group, Inc. SIGI reported second-quarter 2026 operating earnings of $1.95 per share, which beat the Zacks Consensus Estimate by 13.4%. The bottom line increased 48.9% year over year. Revenues of $1.37 billion rose 4.5% from the year-ago quarter and topped the consensus estimate by 0.7%. Net premiums written declined 5% year over year to $1.22 billion due to a 6% decrease in Standard Commercial Lines, an 8% fall in Standard Personal Lines, a 2% drop in Excess and Surplus Lines. Our estimate was $1.33 billion. Net premiums earned increased 2.3%. Direct new business fell to $206.1 million from $248.1 million. Renewal pure price increases averaged 6.5%, down from 9.9% in the prior-year quarter. Chubb Limited CB reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Stronger P&C underwriting, record investment income, and higher life insurance income supported results. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion. Principal Financial Group, Inc.’s PFG second-quarter 2026 operating earnings of $2.50 per share beat the Zacks Consensus Estimate by 7.3%. The bottom line increased 16% year over year. Revenues rose 6.4% year over year to $3.99 billion, which missed the consensus mark of $4.09 billion by 2.4%. Total expenses increased 7.6% year over year to $3.41 billion. Benefits, claims and settlement expenses rose 8.3% to $1.99 billion, while operating expenses increased 8.1% to $1.40 billion. Non-GAAP operating earnings climbed 12% to $547 million. Excluding significant variances, operating earnings advanced 13% to $528.7 million, reflecting growth across the operating segments. Net income attributable to PFG declined 1% to $403.4 million. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Axis Capital Holdings Limited (AXS) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report Principal Financial Group, Inc. (PFG) : Free Stock Analysis Report Selective Insurance Group, Inc. (SIGI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Aon plc AON reported second-quarter 2026 adjusted earnings of $3.81 per share, which surpassed the Zacks Consensus Estimate by 1.1%. The bottom line advanced 9% year over year. Total revenues of $4.2 billion grew 2% year over year.  The top line missed the consensus mark by 0.4%. Organic revenue growth was 5%. The quarterly results were supported by strong organic revenue growth, healthy client retention, operating margin expansion and disciplined execution. Solid performance across the Commercial Risk, Reinsurance and Health Solutions businesses was partly offset by weakness in Wealth Solutions. Aon plc price-consensus-eps-surprise-chart | Aon plc Quote Total operating expenses inched up 1% year over year to $3.3 billion due to higher expenses related to organic revenue growth, investments in long-term growth and unfavorable foreign currency translation. This was partly offset by lower expenses associated with the sale of NFP Wealth. The metric was in line with our estimate. Adjusted operating income amounted to $1.2 billion, up 5% year over year and in line with our estimate. The metric benefited from organic revenue growth, scale improvements in ABS and net restructuring savings, partially offset by growth investments. Adjusted operating margin improved 70 basis points year over year to 28.9%. Commercial Risk Solutions: Organic revenues rose 5% year over year in the second quarter on the back of new business and strong retention rates across North America and EMEA. Revenues in this solution line advanced 5% year over year to $2.3 billion, in line with the Zacks Consensus Estimate. Reinsurance Solutions: Organic revenues grew 5% year over year, driven by increased treaty placements, new business wins and strong client retention, along with growth in facultative placements. Revenues amounted to $711 million, which improved 3% year over year but missed the consensus mark by 1%. Health Solutions: Organic revenues inched up 5% year over year as a result of new business growth, strong retention rates and positive market impact. The solution line’s revenues increased 6% year over year to $818 million, which beat the Zacks Consensus Estimate by 0.4%. Wealth Solutions: Organic revenue growth of 5% was driven by expansion in Retirement and continued demand for advisory services in the UK and EMEA amid ongoing regulatory changes. Revenues totaled $426 million, down 18% year over year. The metric lagged the consensus mark by 3.2%. Aon exited the second quarter with cash and cash equivalents of $1.1 billion, which declined 11.1% from the 2025-end level. Total assets of $53.3 billion increased 5% from the 2025-end figure. Long-term debt amounted to $12.9 billion, down 11.7% from the figure as of Dec. 31, 2025. Short-term debt and the current portion of long-term debt totaled $2 billion. Aon generated cash flow from operations of $556 million, which decreased 30% year over year. Adjusted free cash flow decreased 34% year over year to $483 million. Aon bought back 1.9 million Class A ordinary shares for roughly $600 million in the second quarter of 2026. It also returned $175 million to shareholders through dividends. As of June 30, 2026, the company had approximately $7.7 billion remaining under its share repurchase authorization. Revenues are expected to witness mid-single-digit or higher organic growth in 2026. The company anticipates adjusted operating margin expansion of 70-80 basis points. It projects strong growth in adjusted EPS for the year. Free cash flow is likely to grow at a double-digit rate, while the tax rate is expected to be in the 19.5-20.5% range. AON currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Of the insurance industry players that have reported second-quarter 2026 results so far, the bottom-line figures of RenaissanceRe Holdings Ltd. RNR, Chubb Limited CB and First American Financial Corporation FAF beat their respective Zacks Consensus Estimate. RenaissanceRe reported second-quarter 2026 operating income of $12.92 per share, which surpassed the Zacks Consensus Estimate by 12.9%.  The bottom line also improved 5.1% year over year. Total operating revenues declined 6.7% year over year to $2.64 billion. The top line missed the consensus mark by 1%. Net premiums earned declined 8.8% year over year to $2.2 billion. Net investment income of $432.5 million advanced 4.7% year over year.  RenaissanceRe's underwriting income declined 0.4% year over year to $599.1 million. The combined ratio improved to 72.8% from 75.1% in the year-ago quarter. The Property segment’s net premiums earned of $881.6 million increased 1.6% year over year. Chubb’s second-quarter 2026 core operating earnings of $7.26 per share beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%.Consolidated net premiums written increased 3.6% year over year to $14.71 billion. Pre-tax net investment income increased 12.3% to a record $1.76 billion. Chubb’s Global P&C net premiums written, excluding agriculture, advanced 2.8% to $11.99 billion. Life insurance net premiums written grew 7.5% to $1.94 billion. First American Financial reported second-quarter 2026 operating earnings of $2.08 per share, which beat the Zacks Consensus Estimate by 15.6% and rose 35.9% year over year. Operating revenues climbed 15% to $2.1 billion. The top line surpassed the consensus estimate by 4.4%. Direct premiums and escrow fees reached $794.1 million, marking a 14.8% increase from the prior-year level. First American’s Investment income totaled $183.7 million, up 14.7% year over year. In the Title Insurance and Services unit, total revenues rose 16.9% year over year to $2 billion. Investment income increased 11% to $164 million. Adjusted pretax margin expanded 310 bps to 15.7%. Title open orders increased 0.7% to 188,200, while closed orders declined 0.7% to 137,300. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Aon plc (AON) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report RenaissanceRe Holdings Ltd. (RNR) : Free Stock Analysis Report First American Financial Corporation (FAF) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research

Arch Capital Group Ltd. ACGL reported second-quarter 2026 operating income of $2.56 per share, which beat the Zacks Consensus Estimate by 2.8%. The bottom line decreased 0.8% year over year.Revenues of $4.43 billion declined 6.9% year over year and missed the consensus mark by 3.1%. Results reflected lower earned premiums and catastrophe pressure, partly offset by higher net investment income. Brown & Brown, Inc. price-consensus-eps-surprise-chart | Brown & Brown, Inc. Quote Gross premiums written declined 1.1% year over year to $6.13 billion. Net premiums written decreased 6.9% to $4.05 billion, reflecting lower volumes in the Insurance and Reinsurance segments. Net premiums earned fell 8.1% to $3.99 billion. Underwriting income fell 19.7% to $657 million. The combined ratio, which measures claims and expenses as a percentage of premiums, deteriorated 230 basis points to 83.5%. Catastrophe losses totaled $201 million, while favorable prior-year reserve development was $165 million. Insurance gross premiums written declined 2.9% year over year to $2.60 billion. The figure was lower than our estimate of $2.7 billion. Net premiums written fell 5.1% to $1.93 billion. The figure was lower than our estimate of $1.95 billion. Underwriting income plunged 79.1% to $27 million. The figure was lower than our estimate of $70.2 million. The combined ratio worsened by 510 basis points to 98.5%. The combined ratio excluding catastrophe activity and prior-year development was 91.6%, up 100 basis points. Reinsurance gross premiums written inched up 0.2% to $3.20 billion. The figure was lower than our estimate of $3.06 billion. Net premiums written dropped 10.4% to $1.84 billion, partly due to non-renewals, reduced participations and targeted increases in retrocessions. The figure was lower than our estimate of $2 billion.Underwriting income decreased 9.1% to $410 million. The figure was higher than our estimate of $384.2 million. However, the combined ratio improved 100 basis points to 77.5%. The underlying combined ratio increased 270 basis points to 79.9%. Mortgage gross premiums written rose 0.3% year over year to $324 million, while net premiums written increased 7.5% to $272 million. Growth in international business offset lower U.S. monthly premium volume. The figure for gross premiums written was higher than our estimate of $314.9 million, while that for net premiums written was higher than our estimate of $247.6 million.Underwriting income declined 7.6% to $220 million. The figure was lower than our estimate of $226.7 million. The combined ratio deteriorated 760 basis points to 22.8%. Excluding prior year development, the combined ratio was 39.8% compared with 39.3% a year earlier. Pre-tax net investment income increased 3% year over year to $417 million, supported by growth in average invested assets and strong operating cash flows. The figure was higher than our estimate of $420.9 million. Equity in net income from investments accounted for under the equity method rose to $196 million from $162 million.Arch Capital ended the quarter with $1.11 billion in cash and $4.29 billion in senior notes. Book value per share rose 2.8% sequentially to $68.04. Net cash provided by operating activities increased 17.6% year over year to $1.32 billion. Net income available to common shareholders was $1.05 billion, or $3 per share, compared with $1.23 billion, or $3.23 per share, in the year-ago quarter. Annualized net income return on average common equity was 18%, which contracted 490 basis points year over year, while annualized operating return was 15.3%, which contracted 290 basis points year over year.The company completed a $2 billion senior notes offering in June and used part of the proceeds for debt refinancing and tender offers. Interest expense increased to $44 million from $38 million. Arch Capital also repurchased $1.2 billion of shares during the quarter, contributing to an 8.2% year-over-year decline in diluted weighted-average shares. Arch Capital currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here. Selective Insurance Group, Inc. SIGI reported second-quarter 2026 operating earnings of $1.95 per share, which beat the Zacks Consensus Estimate by 13.4%. The bottom line increased 48.9% year over year. Revenues of $1.37 billion rose 4.5% from the year-ago quarter and topped the consensus estimate by 0.7%. Net premiums written declined 5% year over year to $1.22 billion due to a 6% decrease in Standard Commercial Lines, an 8% fall in Standard Personal Lines, and a 2% decline in Excess and Surplus Lines. Our estimate was $1.33 billion. Net premiums earned increased 2.3%. Direct new business fell to $206.1 million from $248.1 million. Renewal pure price increases averaged 6.5%, down from 9.9% in the prior-year quarter.Chubb Limited CB reported second-quarter 2026 core operating earnings of $7.26 per share, which beat the Zacks Consensus Estimate of $6.63 by 9.5%. The bottom line increased 18.2% year over year. Revenues rose 2.7% year over year to $15.77 billion but missed the consensus mark of $15.90 billion by 0.8%. Net premiums earned increased 5.8% to $13.89 billion. P&C underwriting income increased 18.8% year over year to $1.94 billion. The combined ratio improved 180 basis points to 83.8%, reflecting a lower share of premiums consumed by claims and expenses. Our estimate was $1.15 billion.Cincinnati Financial Corporation CINF reported second-quarter 2026 operating income of $1.43 per share, which missed the Zacks Consensus Estimate by 21.4%. The bottom line declined 27.4% from the year-ago quarter. Total operating revenues for the second quarter were $3 billion, reflecting a 6.8% year-over-year increase. The figure, however, missed the Zacks Consensus Estimate by 1.4%. Earned premiums climbed 6.3% year over year to $2.6 billion. The figure marginally missed the Zacks Consensus Estimate by 1.5%.Net investment income, net of expenses, increased 12% year over year to $319 million, primarily due to a 14% rise in interest income from fixed-maturity securities and a 3% jump in equity portfolio dividends. The figure marginally beat the Zacks Consensus Estimate by 1.8%. Total benefits and expenses increased 12.8% year over year to $2.7 billion. Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Arch Capital Group Ltd. (ACGL) : Free Stock Analysis Report Chubb Limited (CB) : Free Stock Analysis Report Cincinnati Financial Corporation (CINF) : Free Stock Analysis Report Selective Insurance Group, Inc. (SIGI) : Free Stock Analysis Report This article originally published on Zacks Investment Research (zacks.com). Zacks Investment Research