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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Dave Motemaden | Evercore ISI | 11 | 0% |
| Brian Meredith | UBS | 10 | 10% |
| Greg Peters | Raymond James | 10 | 0% |
| Meyer Shields | KBW | 8 | 0% |
| Mike Zaremski | BMO Capital Markets | 7 | 0% |
| Alex Scott | Barclays | 6 | 0% |
| Tracy Benguigui | Wolfe Research | 6 | 0% |
| Matt Heimermann | Citigroup | 6 | 0% |
| Andy Kligerman | TD Cowen | 5 | 0% |
| Ryan Tunis | Cantor Fitzgerald | 4 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Evercore ISI | 1 | 11 | 0% |
| UBS | 1 | 10 | 10% |
| Raymond James | 1 | 10 | 0% |
| Barclays | 2 |
| 8 |
| 0% |
| KBW | 1 | 8 | 0% |
| BMO Capital Markets | 1 | 7 | 0% |
| Wolfe Research | 1 | 6 | 0% |
| Morgan Stanley | 2 | 6 | 0% |
Chubb delivered Q1 core operating earnings of $2.7 billion with EPS of $6.82, as the P&C combined ratio reached 84% with relatively light catastrophe activity. Total company net premiums grew 10.7% to over $14 billion, with international retail P&C up over 15%. Adjusted net investment income reached $1.84 billion up more than 10%. Property pricing deterioration was accelerating, though financial lines showed signs of firming.
Pricing | Margin | Competitive Dynamics | Cost Pressure | Revenue Growth | Capital Allocation | Geographic Expansion | Macroeconomic | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 3 | 2 | 2 | 3 | 2 | 1 | 1 | 1 |
| 2025Q1 | 5 | 1 | 1 | 5 | 1 | 2 | 2 | |
| 2025Q2 | 5 | 4 | 3 | 4 | 2 | 3 | 1 | |
| 2025Q3 | 2 | 6 | 6 | 2 | 3 | 4 | 2 | 1 |
| 2025Q4 | 3 | 7 | 2 | 1 | 4 | 1 | 2 | 2 |
| 2026Q1 | 7 | 1 | 7 | 1 | 4 | 4 | 2 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Pricing | 3 | 5 | 5 | 2 | 3 | 7 |
| Margin | 2 | 1 | 4 | 6 | 7 | 1 |
| Competitive Dynamics | 2 | 1 | 3 | 6 | 2 | 7 |
| Cost Pressure | 3 | 5 | 4 | 2 | 1 | 1 |
| Revenue Growth | 2 | 2 | 3 | 4 | 4 | |
| Capital Allocation | 1 | 1 | 3 | 4 | 1 | 4 |
| Geographic Expansion | 1 | 2 | 1 | 2 | 2 | |
| Macroeconomic | 1 | 2 | 1 | 2 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
CB Chubb Limited | 7 | +9.5% | |
| ALL Allstate | 7 | +4.2% | |
| CINF Cincinnati Financial | 7 | +11.6% | |
| ERIE Erie Indemnity | 6 | +2.3% | |
| KMPR Kemper Corporation | 2 | -6.8% | |
| L Loews Corporation | 5 | +2.6% | |
| LMND Lemonade, Inc. | 9 | +55.0% | |
| MCY Mercury General Corporation | 8 | +10.5% | |
| PGR Progressive Corporation | 7 | +8.7% | |
| ROOT Root, Inc. | 8 | +12.6% | |
| TRV The Travelers Companies, Inc. | 5 | +1.0% | |
| WRB W. R. Berkley Corporation | 6 | +4.0% |