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Chubb upgraded to Neutral from Underperform at BofA

BofA upgraded Chubb to Neutral from Underperform with a price target of $266, up from $244. BofA is assuming a modestly higher investment yield on the company’s investments and float, exiting 2026 at a 4.7% yield compared with 4.2% in Q1, the analyst tells investors in a research note. The comparatively low operating leverage has led to weaker earnings relative to peers, but has the benefit of insulating the company against volatility, BofA adds.

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