Chubb Limited provides insurance and reinsurance products worldwide. The company's North America Commercial P&C Insurance segment offers commercial property, casualty, workers' compensation, package policies, risk management, financial lines, marine, construction, environmental, medical risk, cyber risk, surety, and casualty; and group accident and health insurance to large, middle market, and small commercial businesses. Its North America Personal P&C Insurance segment provides affluent and high net worth individuals and families with homeowners, automobile and collector cars, valuable articles, personal and excess liability, travel insurance, and recreational marine insurance and services. The company's North America Agricultural Insurance segment offers multiple peril crop and crop-hail insurance; and coverage for farm, ranch, and specialty property and casualty, and commercial agriculture products. Its Overseas General Insurance segment provides coverage for traditional commercial property and casualty; specialty categories, such as financial lines, marine, energy, aviation, political risk, and construction; and group accident and health, and traditional and specialty personal lines for corporations, middle markets, and small customers through retail brokers, agents, and other channels. The company's Global Reinsurance segment offers traditional and specialty reinsurance under the Chubb Tempest Re brand to property and casualty companies. Its Life Insurance segment provides protection and savings products comprising whole life, endowment plans, individual and life, group term life, health protection, personal accident, credit life, universal life, group employee benefits, and unit linked contracts. It markets its products primarily through insurance and reinsurance brokers. The company was formerly known as ACE Limited and changed its name to Chubb Limited in January 2016. Chubb Limited was incorporated in 1985 and is headquartered in Zurich, Switzerland.

Chubb Limited демонстрирует сильные финансовые показатели с высокими значениями ROE, ROA и ROI, что указывает на высокую эффективность использования капитала и активов. Показатели EPS и EPS Forecast значительно превышают медианные значения по отрасли, что говорит о высоком потенциале роста прибыли. Однако уровень P/E ниже медианы отрасли, что может указывать на недооцененность акций, в то время как P/B выше медианы, что говорит о возможной переоцененности. Долговая нагрузка компании низка, что является положительным фактором, однако низкие значения текущего и быстрого коэффициентов могут вызывать беспокойство о краткосрочной ликвидности. Дивидендная доходность отсутствует, что может быть минусом для инвесторов, ориентированных на доход от дивидендов. Общая динамика выручки и чистой прибыли растет, что говорит о стабильности бизнеса и его способности генерировать доход в будущем. Важно учесть, что низкие значения валовой маржи могут ограничивать рост прибыли. В целом, фундаментальные показатели Chubb Limited указывают на устойчивость и потенциал для роста, что делает компанию привлекательной для долгосрочных инвесторов.

Chubb Limited

Unum Group’s UNM first-quarter 2026 operating net income of $2.14 per share missed the Zacks Consensus Estimate by 3.4%. The bottom line decreased 9.7% year over year.
The quarterly results were adversely impacted by higher benefit costs and weaker international profitability. However, premium growth and strong sales momentum partly offset the decline.
Unum Group Price, Consensus and EPS Surprise
Operational Update
Total operating revenues of Unum Group were $3.4 billion, up 8.5% year over year. The top line surpassed the Zacks Consensus Estimate by 14.4%.
Premium increased 3.4% from the prior-year quarter to $2.8 billion, which is higher than our estimate of $2.5 billion. The Zacks Consensus Estimate was pegged at $2.7 billion.
Total benefits and expenses increased 7.2% year over year to $3.1 billion, largely attributable to higher policy benefits, commissions and other expenses. The figure was higher than our estimate of $2.5 billion.
Quarterly Segment Update
Unum U.S.: Premium income was $1.8 billion, up 3.3% year over year.
Adjusted operating income increased 2.7% year over year to $338 million. It excludes the amortization of the deferred gain on reinsurance of $4.4 million and the impact of non-contemporaneous reinsurance of $0.6 million. The Zacks Consensus Estimate was pegged at $328 million, while our estimate was $341 million.
The group disability line of business reported a 10.6% decrease in adjusted operating income while the group life and accidental death and dismemberment line of business reported a 66.3% increase. The supplemental and voluntary line of business reported a decrease of 17.4%.
Unum International: Premium income of $286.7 million increased 16.2% year over year.
Adjusted operating income was $30.9 million, down 20.2% year over year. The Zacks Consensus Estimate was pegged at $41 million, while our estimate was $47.5 million.
The Unum U.K. line of business premium income totaled £172.1 million, up 6.6% from the year-ago quarter, primarily due to in-force block growth, sales, and favorable persistency. Adjusted operating income, in local currency, was £20.4million was down 30.8% year over year.
The benefit ratio, excluding the reserve assumption updates, was 72.9%, which deteriorated 580 basis points (bps), primarily due to higher average claim size and increased claim incidence in the group long-term disability business.
Sales increased 15% to £24.5 million.
Persistency increased in the supplemental product line, but decreased in the group long-term disability and the group life product line.
Colonial Life: Premium income increased 3.4% from the prior-year figure to $472.2 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 10.5% from the prior-year period to $127.8 million. Our estimate was $115.9 million, while the Zacks Consensus Estimate was pegged at $120.8 million.
Persistency was 78.1% for the first three months of 2026, remained same year over year. The benefit ratio, excluding the reserve assumption updates, improved 170 bps year over year to 46.7%.
Closed Block: Premium income decreased 11.1% to $194.4 million. Adjusted operating loss was $145.3 million compared to income of $8 million a year ago, primarily due to group policy terminations, higher claim incidence in long-term care, and lower net investment income. The Zacks Consensus Estimate was pegged at $13.8 million.
Corporate: The segment incurred an adjusted operating loss of $43.6 million, wider than the year-ago quarter’s loss of $41.1 million, primarily due to decreased net investment income. Our estimate for loss was $49 million, while the Zacks Consensus Estimate was pegged at a loss of $45.2 million.
Capital Management
As of March. 31, 2026, the weighted average risk-based capital ratio for Unum Group’s traditional U.S. insurance companies was approximately 460%.
Unum Group exited the first quarter with holding company liquidity worth $1.7 billion.
Book value per share grew 6.2% year over year to $67.76 as of March 31, 2026.
UNM bought back shares worth $402.4 million
2026 Guidance
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.
Zacks Rank
UNM currently has a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Insurers
Chubb Limited CB reported first-quarter 2026 core operating income of $6.82 per share, which outpaced the Zacks Consensus Estimate by 5.2%. The bottom line increased 85.2% year over year.
Total operating revenues improved 11.8% year over year to $15.3 billion. The top line beat the Zacks Consensus Estimate by 3%. Net premiums written improved 10.7% year over year to $14 billion in the quarter. Our estimate was $13.6 billion, while the Zacks Consensus Estimate was pegged at $13.5 billion. Net investment income was $1.7 billion, up 9.5% year over year. The Zacks Consensus Estimate was pegged at $1.8 billion, while our estimate was $2 billion.
Arch Capital Group Ltd. ACGL reported first-quarter 2026 operating income of $2.50 per share, which beat the Zacks Consensus Estimate by 2.4%. The bottom line increased 15.4% year over year.
Operating revenues of $4.3 billion decreased 3.8% year over year, due to lower net premiums earned. Revenues missed the Zacks Consensus Estimate by 6.1%. Net premiums earned declined 4.8% year over year to $3.9 billion, due to lower premiums earned in its Reinsurance segment. The figure missed the Zacks Consensus Estimate by 6%.
Selective Insurance Group SIGI reported first-quarter 2026 operating income of $1.69 per share, which missed the Zacks Consensus Estimate by 2.3%. The bottom line decreased 11% year over year.
Operating revenues of $1.4 billion increased 6.4% from the year-ago quarter’s level, driven primarily by higher net premiums earned and net investment income. However, the top line missed the Zacks Consensus Estimate by 0.5%. Net premiums written decreased 1% to $1.3 billion. The figure was on par with our estimate.
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Unum Group Q1 Earnings Miss Estimates, Revenues Rise Y/Y

Shares of Berkshire Hathaway Inc. BRK.B have lost momentum. The stock has moved below its 50-day simple moving average (SMA), signaling a bearish trend.
The 50-day SMA is a key indicator for traders and analysts to identify support and resistance levels.
Based on short-term price targets offered by four analysts, the Zacks average price target is $524.45 per share. The average suggests a potential 11.7% upside from the last closing price.
BRK.B shares have lost 6.6% year to date, wider than the industry’s decrease of 5.3%. Berkshire Hathaway is a conglomerate with more than 90 subsidiaries engaged in diverse business activities. This provides it stability in various economic cycles.
Image Source: Zacks Investment Research
BRK.B’s peer, Chubb Limited CB, has gained 4.5% year to date, while another peer, The Progressive Corporation PGR, has lost 11.8% year to date.
BRK.B Shares Are Expensive
Shares of Berkshire Hathaway are overvalued compared with its industry. The stock is currently trading at a price-to-book multiple of 1.41, higher than the industry average of 1.39 but below the three-year median of 1.53. It has a Value Score of D.
Image Source: Zacks Investment Research
Berkshire Hathaway is relatively cheap compared with PGR and CB.
The Case for BRK.B Stock
Berkshire Hathaway’s insurance operations remain the cornerstone of its business, accounting for about a quarter of total revenues and serving as a primary engine of long-term value creation. The segment benefits from disciplined underwriting, extensive market presence, and a consistent record of profitability across economic cycles. A key advantage is the sizable underwriting float, which Warren Buffett has effectively leveraged as a low-cost capital source to fund investments throughout the company.
This strong insurance foundation is complemented by Berkshire’s diversified operating businesses. Berkshire Hathaway Energy (BHE), its regulated utility division, delivers steady and predictable cash flows while expanding its renewable energy portfolio. These investments align with long-term global trends such as electrification and decarbonization, supporting sustained future demand.
BNSF Railway is another critical asset, representing one of the largest freight rail networks in the United States. Although it currently faces challenges from a weaker freight mix and lower fuel surcharge revenues, it remains a high-quality, long-term business driven by essential transportation needs.
The Manufacturing, Service, and Retail segment further enhances diversification. While more cyclical in nature, it offers upside potential through stronger economic conditions, which can boost volumes and margins over time.
Financially, Berkshire maintains a highly conservative capital allocation approach. Its cash and U.S. Treasury holdings surpassed $370 billion by the end of 2025, providing significant flexibility for acquisitions while generating stable income.
The company has also been actively adjusting its equity portfolio—exiting BYD, reducing positions in Apple and Bank of America, and increasing investments in Japanese trading companies like Mitsubishi and Mitsui. A new stake in Alphabet highlights its focus on durable, cash-generating businesses.
Overall, Berkshire’s growing insurance float, which reached $176 billion by the end of 2025, continues to provide a powerful and cost-efficient capital base for long-term shareholder value creation.
Berkshire Hathaway’s Return on Capital
Return on equity (“ROE”) in the trailing 12 months was 6.5%, underperforming the industry average of 7.3%. Return on equity, a key profitability measure, reflects how effectively a company utilizes its shareholders’ funds. It is noteworthy that though BRK.B’s ROE lags the industry average, the metric has been improving consistently.
The same holds true for return on invested capital (ROIC), which has increased every year since 2020. This reflects BRK.B’s efficiency in utilizing funds to generate income. However, ROIC in the trailing 12 months was 5.3%, lower than the industry average of 5.7%.
Mixed Analyst Sentiment
The Zacks Consensus Estimate for 2026 revenues indicates a 3.7% year-over-year increase, but the same for earnings implies a 1.8% year-over-year decrease. The consensus estimate for 2027 revenues and EPS implies a year-over-year increase. BRK.B has a Growth Score of F.
Though the consensus estimate for 2026 earnings has moved 2 cents north in the last 30 days, the same for 2027 earnings has moved 4 cents south in the same time frame.
Image Source: Zacks Investment Research
The consensus estimate for CB’s 2026 and 2027 earnings has moved north in the past 30 days, while those for PGR have moved south in the same time frame.
Parting Thoughts on BRK.B Shares
Berkshire Hathaway has been a cornerstone of investor portfolios for decades, generating steady shareholder value under Warren Buffett’s nearly 60-year leadership. The spotlight now shifts to the next chapter, with Greg Abel as CEO.
Still, current factors warrant caution. It has a VGM Score of D. With the stock trading at a premium, returns on capital appearing moderate, looming near-term earnings pressure and mixed analyst sentiment, it is wise to shy away from this Zacks Rank #4 (Sell) stock presently.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Berkshire Trades Below 50-Day SMA: What Should Investors Know?

Key Points
Warren Buffett sold three-quarters of his Apple position.
Yet he continued to increase Berkshire’s exposure to Chubb.
Warren Buffett, who stepped down as the CEO of Berkshire Hathaway (NYSE: BRKA) (NYSE: BRKB) at the end of 2025, once said his favorite holding period for a stock was "forever". So when the Oracle of Omaha sells one of its top stocks, investors tend to pay attention.
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What stock did Warren Buffett sell?
From early 2024 through his retirement, Buffett sold about three-quarters of Berkshire's Apple (NASDAQ: AAPL) stake. However, Berkshire Hathaway still holds a $61.6 billion stake in Apple, making it the company's largest single investment.
Buffett likely sold Apple for three reasons: to rebalance Berkshire's portfolio (Apple had accounted for nearly half its entire portfolio at its peak), to avoid higher corporate taxes, and to raise more cash to buy safer -- and higher-yielding -- short-term U.S. Treasuries.
What stock did Warren Buffett buy instead?
After reducing Berkshire's exposure to Apple, Buffett ramped up its purchases of Chubb (NYSE: CB), the world's largest publicly traded provider of property, casualty, and supplemental insurance. Buffett started a new position in Chubb in the third quarter of 2023, and accumulated more shares through 2024 and 2025 without selling a single share.
Berkshire now owns a $11.2 billion stake in Chubb, making it the company's eighth-largest holding. Buffett is a big fan of insurance companies, which generate steady cash and are well-insulated from economic downturns, so it wasn't a surprising investment.
Buffett isn't necessarily bearish on Apple, but his rebalancing moves suggest that investors should get a bit more defensive in this volatile market. They also suggest that "boring" blue chip insurance plays like Chubb might be good evergreen investments.
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Warren Buffett Quietly Sold 75% of His Biggest Holding. This Is Where the Money Went.

AMERISAFE, Inc. AMSF reported first-quarter 2026 adjusted earnings per share of 50 cents, which missed the Zacks Consensus Estimate of 52 cents. The bottom line declined 16.7% year over year.
Operating revenues increased 7.9% year over year to $81.75 million but missed the consensus estimate by 0.9%.
The quarterly result was affected by higher expenses and weaker underwriting margins, with additional pressure from lower fee income and weaker investment income. Stronger premium growth partially offset the downside.
AMERISAFE, Inc. Price, Consensus and EPS Surprise
AMSF’s Q1 Performance
Net premiums earned of $75.1 million advanced 9% year over year. The metric missed the Zacks Consensus Estimate by 0.8%. Net investment income declined 0.8% year over year to $6.6 million due to lower average investable assets, partly offset by higher yield and lower expenses. The reported figure missed the Zacks Consensus Estimate by 1.5%. Fee and other income fell 63.3% year over year.
Total expenses escalated 13.9% year over year to $69.9 million due to higher loss and loss adjustment expenses incurred, underwriting and other operating costs and policyholder dividends.
AMERISAFE’s pre-tax underwriting profit amounted to $5.1 million, which fell 31.5% year over year. Operating net income of $9.5 million declined 17.4% year over year in the reported quarter.
The net combined ratio deteriorated 410 basis points year over year to 93.2. The Zacks Consensus Estimates was pegged at 92.7.
Financial Update (as of March 31, 2026)
AMERISAFE exited the first quarter with cash and cash equivalents of $34.2 million, down from $61.9 million at the end of 2025. Total assets declined to $1.12 billion from $1.13 billion at the end of 2025.
Shareholders’ equity decreased to $246.6 million from $251.6 million a year ago.
Book value per share was $13.18, down 3.7% year over year. Return on average equity declined 70 basis points year over year to 13.1%.
Capital Deployment Update
AMERISAFE bought back common shares worth $4 million during the first quarter. As of March 31, 2026, it had $12.9 million left under its share buyback program.
Management approved a quarterly cash dividend of 41 cents per share, which will be paid on June 19, 2026, to shareholders of record as of June 12, 2026.
AMSF’s Zacks Rank
The company currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
Performance of Other Insurers
The Progressive Corporation PGR reported first-quarter 2026 earnings per share of $4.96, which beat the Zacks Consensus Estimate by 2.5%. The bottom line increased 6.7% year over year. PGR’s net premiums written were $23.6 billion in the reported quarter, up 6.5% from $22.2 billion a year ago. Net premiums earned grew 8% to $20.9 billion, which beat the Zacks Consensus Estimate by 1.5%.
Progressive’s operating revenues grew 8.2% year over year to $22.3 billion, driven by higher net premiums earned, an increase in net investment income, a rise in fees and other revenues and higher service revenues. The top line missed the Zacks Consensus Estimate by 1.2%
The Travelers Companies, Inc. TRV reported first-quarter 2026 core income of $7.71 per share, which beat the Zacks Consensus Estimate by 10.5%. The bottom line surged fourfold year over year. The increase was primarily driven by lower catastrophe losses and higher net investment income. Travelers’ total revenues remain flat at $11.9 billion. The top-line figure, however, missed the Zacks Consensus Estimate by 3.7%.
Net written premiums increased 2% year over year to a record $10.3 billion, driven by strong growth across Business Insurance and Bond & Specialty Insurance segments. TRV’s net investment income increased 8.4% year over year to $1 billion, primarily due to the long-term fixed income investment portfolio.
Chubb Limited CB reported first-quarter 2026 core operating income of $6.82 per share, which outpaced the Zacks Consensus Estimate by 5.2%. The bottom line decreased 85.2% year over year. Total operating revenues improved 11.8% year over year to $15.3 billion. The top line beat the Zacks Consensus Estimate by 3%.
Net premiums written improved 10.7% year over year to $14 billion in the quarter. Our estimate was $13.6 billion, while the Zacks Consensus Estimate was pegged at $13.5 billion. Net investment income was $1.7 billion, up 9.5% year over year. The Zacks Consensus Estimate was pegged at $1.8 billion, and our estimate was $2 billion.
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AMERISAFE, Inc. (AMSF) : Free Stock Analysis Report
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AMSF Q1 Earnings Miss Estimates on Higher Costs, Soft Underwriting

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Chubb (CB) Q1 2026 Earnings Call Transcript

(RTTNews) - Chubb Limited (CB) will host a conference call at 8:30 AM ET on April 22, 2026, to discuss Q1 26 earnings results.
To access the live webcast, log on to https://investors.chubb.com/News--Events/news-presentations
To listen to the call, dial 877-400-4403 (US) or 332-251-2601 (international), passcode 1641662.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Chubb Q1 26 Earnings Conference Call At 8:30 AM ET

Chubb (CB) came out with quarterly earnings of $6.82 per share, beating the Zacks Consensus Estimate of $6.48 per share. This compares to earnings of $3.68 per share a year ago. These figures are adjusted for non-recurring items.
This quarterly report represents an earnings surprise of +5.31%. A quarter ago, it was expected that this insurer would post earnings of $6.6 per share when it actually produced earnings of $7.52, delivering a surprise of +13.94%.
Over the last four quarters, the company has surpassed consensus EPS estimates four times.
Chubb, which belongs to the Zacks Insurance - Property and Casualty industry, posted revenues of $15.3 billion for the quarter ended March 2026, surpassing the Zacks Consensus Estimate by 2.97%. This compares to year-ago revenues of $13.67 billion. The company has topped consensus revenue estimates three times over the last four quarters.
The sustainability of the stock's immediate price movement based on the recently-released numbers and future earnings expectations will mostly depend on management's commentary on the earnings call.
Chubb shares have added about 5.7% since the beginning of the year versus the S&P 500's gain of 3.9%.
What's Next for Chubb?
While Chubb has outperformed the market so far this year, the question that comes to investors' minds is: what's next for the stock?
There are no easy answers to this key question, but one reliable measure that can help investors address this is the company's earnings outlook. Not only does this include current consensus earnings expectations for the coming quarter(s), but also how these expectations have changed lately.
Empirical research shows a strong correlation between near-term stock movements and trends in earnings estimate revisions. Investors can track such revisions by themselves or rely on a tried-and-tested rating tool like the Zacks Rank, which has an impressive track record of harnessing the power of earnings estimate revisions.
Ahead of this earnings release, the estimate revisions trend for Chubb was mixed. While the magnitude and direction of estimate revisions could change following the company's just-released earnings report, the current status translates into a Zacks Rank #3 (Hold) for the stock. So, the shares are expected to perform in line with the market in the near future. You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here.
It will be interesting to see how estimates for the coming quarters and the current fiscal year change in the days ahead. The current consensus EPS estimate is $6.61 on $15.77 billion in revenues for the coming quarter and $26.40 on $63.47 billion in revenues for the current fiscal year.
Investors should be mindful of the fact that the outlook for the industry can have a material impact on the performance of the stock as well. In terms of the Zacks Industry Rank, Insurance - Property and Casualty is currently in the top 23% of the 250 plus Zacks industries. Our research shows that the top 50% of the Zacks-ranked industries outperform the bottom 50% by a factor of more than 2 to 1.
Another stock from the same industry, Berkshire Hathaway B (BRK.B), has yet to report results for the quarter ended March 2026.
This company is expected to post quarterly earnings of $4.82 per share in its upcoming report, which represents a year-over-year change of +7.8%. The consensus EPS estimate for the quarter has been revised 3.9% lower over the last 30 days to the current level.
Berkshire Hathaway B's revenues are expected to be $95.1 billion, up 6% from the year-ago quarter.
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Zacks Investment Research has been committed to providing investors with tools and independent research since 1978. For more than a quarter century, the Zacks Rank stock-rating system has more than doubled the S&P 500 with an average gain of +24.08% per year. (These returns cover a period from January 1, 1988 through May 6, 2024.)
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The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

Chubb (CB) Q1 Earnings and Revenues Surpass Estimates

The following companies are expected to report earnings after hours on 04/21/2026. Visit our Earnings Calendar for a full list of expected earnings releases.
Intuitive Surgical, Inc. (ISRG)is reporting for the quarter ending March 31, 2026. The medical instruments company's consensus earnings per share forecast from the 9 analysts that follow the stock is $1.63. This value represents a 15.60% increase compared to the same quarter last year. In the past year ISRG has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 14.75%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ISRG is 57.06 vs. an industry ratio of -0.80, implying that they will have a higher earnings growth than their competitors in the same industry.
Chubb Limited (CB)is reporting for the quarter ending March 31, 2026. The insurance (property & casualty) company's consensus earnings per share forecast from the 11 analysts that follow the stock is $6.48. This value represents a 76.09% increase compared to the same quarter last year. In the past year CB has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 13.94%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for CB is 12.50 vs. an industry ratio of 13.90.
Capital One Financial Corporation (COF)is reporting for the quarter ending March 31, 2026. The financial services company's consensus earnings per share forecast from the 7 analysts that follow the stock is $4.61. This value represents a 13.55% increase compared to the same quarter last year. COF missed the consensus earnings per share in the 4th calendar quarter of 2025 by -6.31%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for COF is 10.56 vs. an industry ratio of 11.90.
Interactive Brokers Group, Inc. (IBKR)is reporting for the quarter ending March 31, 2026. The investment bankers company's consensus earnings per share forecast from the 2 analysts that follow the stock is $0.62. This value represents a 31.91% increase compared to the same quarter last year. IBKR missed the consensus earnings per share in the 1st calendar quarter of 2025 by -2.08%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for IBKR is 33.16 vs. an industry ratio of 17.30, implying that they will have a higher earnings growth than their competitors in the same industry.
EQT Corporation (EQT)is reporting for the quarter ending March 31, 2026. The oil (us exp & production) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $2.22. This value represents a 88.14% increase compared to the same quarter last year. In the past year EQT has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 23.29%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EQT is 12.39 vs. an industry ratio of 57.10.
United Airlines Holdings, Inc. (UAL)is reporting for the quarter ending March 31, 2026. The airline company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.08. This value represents a 18.68% increase compared to the same quarter last year. In the past year UAL has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 4.03%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for UAL is 12.44 vs. an industry ratio of 11.90, implying that they will have a higher earnings growth than their competitors in the same industry.
W.R. Berkley Corporation (WRB)is reporting for the quarter ending March 31, 2026. The insurance (property & casualty) company's consensus earnings per share forecast from the 6 analysts that follow the stock is $1.13. This value represents a 11.88% increase compared to the same quarter last year. WRB missed the consensus earnings per share in the 4th calendar quarter of 2025 by -0.88%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for WRB is 14.55 vs. an industry ratio of 13.90, implying that they will have a higher earnings growth than their competitors in the same industry.
East West Bancorp, Inc. (EWBC)is reporting for the quarter ending March 31, 2026. The bank (west) company's consensus earnings per share forecast from the 8 analysts that follow the stock is $2.46. This value represents a 17.70% increase compared to the same quarter last year. In the past year EWBC has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 1.61%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for EWBC is 11.62 vs. an industry ratio of 11.60, implying that they will have a higher earnings growth than their competitors in the same industry.
Annaly Capital Management Inc. (NLY)is reporting for the quarter ending March 31, 2026. The reit company's consensus earnings per share forecast from the 4 analysts that follow the stock is $0.74. This value represents a 2.78% increase compared to the same quarter last year. In the past year NLY has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 2.78%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for NLY is 7.73 vs. an industry ratio of 12.80.
Equity Lifestyle Properties, Inc. (ELS)is reporting for the quarter ending March 31, 2026. The reit company's consensus earnings per share forecast from the 3 analysts that follow the stock is $0.84. This value represents a 1.20% increase compared to the same quarter last year. In the past year ELS has met analyst expectations three times and beat the expectations the other quarter. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ELS is 20.76 vs. an industry ratio of 16.50, implying that they will have a higher earnings growth than their competitors in the same industry.
Range Resources Corporation (RRC)is reporting for the quarter ending March 31, 2026. The oil (us exp & production) company's consensus earnings per share forecast from the 7 analysts that follow the stock is $1.17. This value represents a 27.17% increase compared to the same quarter last year. In the past year RRC has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 18.75%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for RRC is 11.96 vs. an industry ratio of 57.10.
Agree Realty Corporation (ADC)is reporting for the quarter ending March 31, 2026. The reit company's consensus earnings per share forecast from the 4 analysts that follow the stock is $1.09. This value represents a 2.83% increase compared to the same quarter last year. In the past year ADC has beat the expectations every quarter. The highest one was in the 4th calendar quarter where they beat the consensus by 3.74%. Zacks Investment Research reports that the 2026 Price to Earnings ratio for ADC is 18.00 vs. an industry ratio of 14.70, implying that they will have a higher earnings growth than their competitors in the same industry.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

After-Hours Earnings Report for April 21, 2026 : ISRG, CB, COF, IBKR, EQT, UAL, WRB, EWBC, NLY, ELS, RRC, ADC

Chubb (CB) Q4 2025 Earnings Call Transcript

Key Points
It's an entirely new era for Berkshire Hathaway, with longtime CEO Warren Buffett retiring on Dec. 31 and his understudy, Greg Abel, taking the reins.
The Oracle of Omaha and Abel share similar investment philosophies, right down to devoting an outsize share of capital to their best ideas.
Many of the billion-dollar wagers in Berkshire's portfolio are driven by sustainable competitive advantages.
This year marks a new era in Berkshire Hathaway's (NYSE: BRKA)(NYSE: BRKB) storied history. After leading Berkshire for well over half a century and seeing the company he built reach a $1 trillion market cap, billionaire Warren Buffett retired as CEO on Dec. 31.
The person responsible for filling some impossibly big shoes is the Oracle of Omaha's longtime understudy, Greg Abel. Abel has been with Berkshire for over a quarter-century, and he has a nose for value just like his predecessor.
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Although Buffett remains chairman of the board, Berkshire Hathaway's day-to-day operations, including the management and oversight of its $320 billion investment portfolio, fall to Abel. As of the closing bell on April 16, Berkshire's new boss has the final say over 48 positions.
Greg Abel's portfolio is highly concentrated in 10 core holdings
Warren Buffett's and Greg Abel's investment philosophies are very similar. In addition to value being of the utmost importance, both favor robust capital-return programs, strong management teams, and companies with sustainable competitive advantages.
Perhaps most importantly, Berkshire's former and current bosses believe in apportioning an outsize percentage of the company's capital into their best ideas. Just 10 positions account for nearly 79% of Berkshire Hathaway's invested assets:
Bank of America: $27,680,505,428
Chevron: $24,488,919,510
Occidental Petroleum: $15,067,219,181
Chubb: $11,248,116,681
Several of these "best idea" stocks share similarities. For instance, all 10 pay dividends to their shareholders, with some also actively repurchasing their shares. Apple has the largest share repurchase program on Wall Street, with the iPhone maker spending roughly $841 billion since 2013 to retire over 44% of its outstanding shares.
Buffett and Abel also view seven out of these 10 core positions as indefinite holdings. With the exception of Bank of America, Chevron, and Chubb, the remaining seven companies are expected to be fixtures in Berkshire's portfolio for decades to come. This includes Coca-Cola, American Express, and Moody's, the three longest-tenured holdings that are currently generating annual yields on cost of 63%, 45%, and 41%, respectively.
Investors can see Abel's influence among these 10 core holdings, as well. Abel is a huge fan of Japan's five trading houses, commonly known as the "sogo shosha," and was instrumental in building up sizable stakes in Mitsubishi and Mitsui.
Berkshire Hathaway has 20 additional billion-dollar wagers
On top of overseeing 10 positions that range from nearly $11 billion to $60 billion, Abel is responsible for 20 additional billion-dollar wagers in Berkshire Hathaway's $320 billion investment portfolio:
Itochu: $8,542,909,322
Kraft Heinz: $7,356,090,539
Alphabet: $5,996,660,635 (Class A shares, GOOGL)
Marubeni: $5,859,803,545
DaVita: $4,458,799,656
Sumitomo: $4,304,149,575
Kroger: $3,388,500,000
Constellation Brands: $2,135,250,000
Tokio Marine Holdings: $2,110,853,256
UnitedHealth Group: $1,594,518,050
Capital One Financial: $1,435,076,500
Nucor: $1,229,326,646
Ally Financial: $1,216,840,000
Aon: $1,208,228,343
Liberty Live Series C: $1,060,323,236
You'll note that the other three members of the sogo shosha are in this grouping (Itochu, Marubeni, and Sumitomo), and that they collectively make up five of Berkshire's 16 largest holdings by market value.
But what really stands out about these billion-dollar wagers is the emphasis on sustainable competitive advantages. For instance, Sirius XM and VeriSign operate as legal monopolies. Sirius XM is the only licensed satellite radio operator, while VeriSign is the registrar of ".com" and ".net" domains. Growth may not be off the charts for either company, but they possess unmatched competitive edges.
Abel is also overseeing close to $4.7 billion in combined investments in payment facilitators Visa and Mastercard. Whereas many of their peers double dip and act as lenders, Visa and Mastercard are solely focused on collecting merchant fees for facilitating payments. This means neither Visa nor Mastercard has to worry about setting aside capital for credit delinquencies or loan losses during periods of economic turbulence.
And we can't forget about Domino's Pizza, which is a stock the Oracle of Omaha added to for six consecutive quarters leading up to his retirement. Domino's ability to build consumers' trust and its track record of meeting or exceeding five-year growth initiatives made it a go-to investment for Berkshire's now-retired billionaire boss.
Abel's smaller holdings
Rounding things out are the 18 relatively smaller holdings that Greg Abel oversees, ranging from $5 million to approximately $692 million:
Pool Corp.: $692,463,211
Lennar: $626,124,360
Liberty Live Series A: $471,581,627
Louisiana-Pacific: $410,754,140
The New York Times Co.: $394,621,458
Heico Class A: $279,726,815
Liberty Formula One Series C: $271,488,837
Charter Communications: $250,336,326
Lamar Advertising: $162,505,712
Allegion: $110,404,422
NVR: $74,490,292
Liberty Latin America Series A: $20,227,853
Jefferies Financial Group: $20,186,460
Diageo: $18,229,110
Lennar Class B: $15,685,537
Liberty Latin America Series C: $11,055,412
Atlanta Braves Holdings Series C: $5,230,043
Many of these "smaller" positions fall into two categories: companies that have been reduced or are being removed from Berkshire's investment portfolio, or investments made by Ted Weschler or Todd Combs, the latter of whom left Berkshire to join JPMorgan Chase in December 2025.
For example, Berkshire's stake in e-commerce and cloud infrastructure services titan Amazon was slashed by 77% during the December-ended quarter. Historically, a 77% reduction in a mid-tier position in Berkshire Hathaway's portfolio has been a strong signal that a company would soon be getting the heave-ho. Though Amazon is historically inexpensive relative to its future cash flow, it's not a value stock in the traditional sense of the term -- and that may be a problem for Greg Abel.
While it's possible that some of these smaller positions can eventually become billion-dollar wagers, these investments are better viewed as trading opportunities for Weschler and his team.
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Bank of America is an advertising partner of Motley Fool Money. JPMorgan Chase is an advertising partner of Motley Fool Money. American Express is an advertising partner of Motley Fool Money. Ally is an advertising partner of Motley Fool Money. Sean Williams has positions in Alphabet, Amazon, Bank of America, Mastercard, Sirius XM, and Visa. The Motley Fool has positions in and recommends Alphabet, Amazon, Apple, Atlanta Braves Holdings, Berkshire Hathaway, Chevron, Domino's Pizza, Heico, JPMorgan Chase, Jefferies Financial Group, Lennar, Mastercard, Moody's, NVR, The New York Times Co., VeriSign, and Visa and is short shares of Apple. The Motley Fool recommends Capital One Financial, Constellation Brands, Diageo Plc, Kraft Heinz, Kroger, Occidental Petroleum, Pool, and UnitedHealth Group. The Motley Fool has a disclosure policy.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.

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