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Buy Day today: Good (62) Broad market participation · no major macro event
CINF

Cincinnati Financial Corporation

Financial Services · Insurance - Property & Casualty · listed since 1990

169.90$ -0.5% vs. previous close Closing price · As of: Sep 17, 2026
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Price history

Chart

Interactive price chart (TradingView).

52-week range: 151.40 $ to 192.00 $ · Last price: 169.90 $ (As of: September 17, 2026)

Key figures

Key figures at a glance

Every figure we hold for this stock, grouped by topic. The question mark next to a label explains what the number means.

Basics

Market Cap ?The value of the entire company on the market: share price times total shares outstanding. 25.8$B
Shares Outstanding ?Total number of shares issued. Price times share count gives market cap. 154m
Float ?Share of stock freely tradable on the market — not locked up in the hands of founders, insiders, or major shareholders. 98.1%
Beta ?Volatility versus the overall market: 1 = moves like the market, 2 = twice as much, under 1 = calmer than the market. 0.5

Performance

Perf. 1M ?Price performance over the last month. 17.00%
Perf. 3M ?Price performance over the last 3 months. 21.80%
Perf. 6M ?Price performance over the last 6 months. 13.50%
YTD Performance (%) ?Price performance since the start of the year (Year to Date). 8.90%
52-Week-High Distance ?How far the price sits below its highest point over the last 52 weeks. 0% means the stock is at its year high. -1.8%
Perf. 1Y ?Price performance over the last 12 months. 13.91%
Perf. 3Y ?Price performance over the last 3 years. 70.36%
Perf. 5Y ?Price performance over the last 5 years. 63.09%
Perf. 10Y ?Price performance over the last 10 years. 197.76%
Perf. Since Inception ?Price performance since the first available trading day (03/17/1980) — with a complete history, that is since the IPO. 52,027.59%

Technical Indicators

MA 38 Days ?Moving average of the last 38 trading days: the smoothed price path. A price above it signals short-term strength. 173.60$
MA 50 Days ?Moving average of the last 50 trading days — the most widely watched medium-term trend line. 174.90$
MA 200 Days ?Moving average of the last 200 trading days — the dividing line between a long-term uptrend and downtrend. 167.50$
RSI (14) ?Relative Strength Index over 14 days, scale 0 to 100: above 70 counts as overbought, below 30 as oversold. A hint on timing, not a verdict on the company. 46.4
Volatility 30 Days ?Price swings over the last 30 trading days, annualized. The higher the value, the more the price fluctuates. 15.1%
Volatility 250 Days ?Price swings over the last 250 trading days (roughly one market year), annualized. 20.8%

Calculated from the price history · as of 09/17/2026

Valuation

P/E ?Price-to-earnings ratio: how many years of profit does the stock cost? The lower, the cheaper the valuation. No earnings means no P/E. 10.1
Forward P/E ?P/E based on expected earnings for the next 12 months instead of past earnings — analysts' bet on the future. 18.7
PEG ?P/E divided by expected earnings growth: puts valuation in relation to growth. Around 1 is considered fair, well above that is pricey. 2.2
P/B ?Price-to-book ratio: market value relative to book equity. 1.7
P/S ?Price-to-sales ratio: market value divided by annual sales. Important for companies that aren't (yet) profitable. 1.8
EV/EBITDA ?Enterprise value including debt (EV) relative to operating profit before depreciation and amortization (EBITDA) — more comparable than P/E because debt counts too. Extreme values arise when EBITDA is near zero. 0.0
Price/FCF ?Market value divided by free cash flow: how many years of freely available cash does the stock cost? More honest than P/E because cash flow is harder to dress up. 7.6

Profitability

Gross Margin ?Gross margin: what's left of sales after only direct production costs are deducted — the product's pricing power. 31.1%
EBIT Margin ?EBIT margin: operating profit as a percentage of sales — the earning power of the core business before interest and taxes. 11.8%
Net Margin ?Net margin: what's left of sales as profit after ALL costs, interest, and taxes. 23.8%
Return on Equity ?Return on equity: how much profit does the company generate per year on shareholders' equity? 18.7%
Return on Assets ?Return on assets: how much profit the company generates from its total assets (equity and debt combined). 6.4%

Balance Sheet & Safety

Equity Ratio ?Equity ratio: equity as a share of total assets. The higher, the more resilient the balance sheet. 38.1%
Debt/Equity ?Leverage ratio: financial debt divided by equity. Under 1 is generally seen as solid; negative values mean negative equity. 0.1
Altman Z″ ?Edward Altman's bankruptcy early-warning score. We use the Z″ variant, built from four balance-sheet ratios — it is designed for service companies and non-manufacturers and uses book value instead of market value. On that scale: below 1.1 = danger zone, 2.6 and up = safe zone, in between a grey area. Because the classic Altman Z is calculated differently, the two numbers are not directly comparable. The formula does not fit banks, insurers, or real-estate stocks. 3.71
Piotroski ?Balance-sheet health check by Joseph Piotroski: 9 yes/no criteria on profit, cash flow, leverage, and efficiency. 7+ is very solid, under 3 is a red flag. 7 out of 9

Growth

Sales Growth Last Quarter ?Sales growth in the most recently reported quarter versus the same quarter a year ago (YoY). 11.60%
EPS Growth Last Quarter ?Growth in earnings per share in the most recently reported quarter versus the same quarter a year ago (YoY). 67.30%
Sales Growth (Year) ?Sales growth in the last fiscal year versus the year before. 11.41%
Forward Sales Growth ?Sales growth analysts expect over the next 12 months — an estimate, not a guarantee. 6.74%
Forward EPS Growth ?Earnings-per-share growth analysts expect over the next 12 months — an estimate, not a guarantee. 4.70%

Dividend

Dividend Yield ?Annual dividend divided by the current price: what percentage of your investment comes back as a payout each year. 2.19%
Dividend Per Share (TTM) ?Sum of dividends paid per share over the last 12 months. 3.62$
Payout Ratio ?Share of profit paid out as dividends. Over 100% means the company is paying out more than it earns — not sustainable long-term. 37.9%
Years Without a Cut ?How many years in a row the dividend hasn't been cut — a measure of reliability. 7Years
Increase Streak ?How many years in a row the dividend has been raised — the gold standard for dividend payers. 7Years

Quality & Screener

Stage ?Weinstein phases 1 through 4: 1 = basing, 2 = uptrend (the only buy phase), 3 = topping, 4 = downtrend. Measured against the 30-week line. 2
RS Rating ?Relative strength from 1 to 99: an RS of 95 means the stock has outperformed 95% of all stocks. 54
EPS Rating ?Earnings growth rating from 1 to 99 versus all stocks — high values mean above-average earnings growth. 81
Fundamental Rating ?Our own Fundamental Rating: 0 to 100 points with an A+ to F grade. 50 points is the average across the universe, 100 the best possible score. It scores growth, earnings surprises, analyst estimates, margins, cash flow, and balance-sheet safety — every stock percentile-ranked against all others. Grades: A+ from 95, A from 75, B from 55, C from 45, D from 25, E from 5, F below. B (64 out of 100)

Comparison

Industry comparison

The stock alongside the largest companies in the same group. The median row is the middle value of the companies shown above — not of the whole industry.

Industry: Insurance - Property & Casualty

Industry comparison
Company Market cap ($B) P/E EV/EBITDA Gross Margin % EBIT Margin % Sales Growth (Year) % Perf. 1Y %
Cincinnati Financial Corporation CINF 25.8 10.1 0.0 31.1 11.8 11.4 13.9
Chubb Ltd CB 132.6 12.7 0.0 31.1 20.6 6.5 27.1
Progressive Corp PGR 126.0 11.7 21.9 18.5 16.4 16.3 -5.5
The Travelers Companies Inc TRV 79.1 11.7 0.0 34.7 18.7 5.2 40.1
The Allstate Corporation ALL 64.9 5.9 0.0 36.8 19.0 4.6 30.3
W. R. Berkley Corp WRB 26.1 15.4 0.0 43.8 17.1 7.8 -1.5
Markel Corporation MKL 21.9 13.2 0.0 51.9 -9.7 -1.0 -7.4
Loews Corp L 21.8 14.2 0.0 36.3 11.8 5.4 12.2
Assurant, Inc. AIZ 14.1 14.9 0.0 13.3 10.6 7.9 37.4
Median of companies shown 26.1 12.7 0.0 34.7 16.4 6.5 13.9

Based on the most recently reported figures. Only stocks from the same trading venue are lined up, so the market caps are counted in one currency. Compare in a chart →

Fiscal years

Annual Figures

Fiscal years from the audited annual reports, oldest first. EBIT is the operating profit before interest and taxes; total assets are everything the company owns.

Revenue, operating income and net income per fiscal year $M

Revenue Operating income Net income

2016 · Revenue: 5,449 $M 2016 · Operating income: 812 $M 2016 · Net income: 591 $M 2017 · Revenue: 5,732 $M 2017 · Operating income: 730 $M 2017 · Net income: 1,045 $M 2018 · Revenue: 5,407 $M 2018 · Operating income: 251 $M 2018 · Net income: 287 $M 2019 · Revenue: 7,924 $M 2019 · Operating income: 2,472 $M 2019 · Net income: 1,997 $M 2020 · Revenue: 7,536 $M 2020 · Operating income: 1,499 $M 2020 · Net income: 1,216 $M 2021 · Revenue: 9,626 $M 2021 · Operating income: 3,698 $M 2021 · Net income: 2,968 $M 2022 · Revenue: 6,563 $M 2022 · Operating income: -694 $M 2022 · Net income: -487 $M 2023 · Revenue: 10,013 $M 2023 · Operating income: 2,276 $M 2023 · Net income: 1,843 $M 2024 · Revenue: 11,337 $M 2024 · Operating income: 2,858 $M 2024 · Net income: 2,292 $M 2025 · Revenue: 12,631 $M 2025 · Operating income: 2,980 $M 2025 · Net income: 2,393 $M
2016201720182019202020212022202320242025
Annual Figures
Fiscal Year Revenue ($M) EBIT ($M) Net Income ($M) EPS ($) Operating Cash Flow ($M) Equity ($M) Total Assets ($M)
2016 5,449 812 591 3.55 1,103 7,060 20,386
2017 5,732 730 1,045 6.30 1,052 8,243 21,843
2018 5,407 251 287 1.74 1,181 7,833 21,935
2019 7,924 2,472 1,997 12.10 1,208 9,864 25,408
2020 7,536 1,499 1,216 7.49 1,491 10,789 27,542
2021 9,626 3,698 2,968 18.24 1,981 13,105 31,387
2022 6,563 -694 -487 -3.07 2,052 10,562 29,732
2023 10,013 2,276 1,843 11.66 2,052 12,098 32,769
2024 11,337 2,858 2,292 14.52 2,649 13,935 36,501
2025 12,631 2,980 2,393 15.17 3,112 15,911 41,002

Quarters

Quarterly Figures

Each bar is one quarter, the last one is the most recent. Use the switch to step through the individual figures.

Revenue & Profit

Cash Flow

Balance Sheet

Margins

Per Share

Click the chart or tab into it, then use ← and → to step through the periods.

None of the selected stocks reports this metric. Pick another metric or switch between annual and quarterly.

These companies report in different currencies — switch on “Indexed” or pick a margin for a fair comparison.

The figures could not be loaded right now.

Sales Per Quarter ($M)
2024: Q4 · 2,538.0 $M Q4 2025: Q1 · 2,566.0 $M Q1 2025: Q2 · 3,248.0 $M Q2 2025: Q3 · 3,726.0 $M Q3 2025: Q4 · 3,085.0 $M Q4 2026: Q1 · 2,863.0 $M Q1 2026: Q2 · 4,274.0 $M Q2

Source: fundamental data

Quarterly Figures
Quarter EPS (Earnings Per Share) EPS YoY (%) Sales ($M) Sales YoY (%) Net Margin (%) OCF ($M) FCF ($M)
2024: Q4 2.57 -65.70 2,538 -24.40 16.00 642 638
2025: Q1 -0.58 -112.00 2,566 -12.60 -3.50 310 307
2025: Q2 4.34 119.10 3,248 27.70 21.10 741 737
2025: Q3 7.11 36.70 3,726 12.20 30.10 1,114 1,121
2025: Q4 4.29 66.90 3,085 21.60 21.90 947 937
2026: Q1 1.75 2,863 11.60 9.60 656 654
2026: Q2 8.05 85.50 4,274 31.60 29.40 700 698

What Do These Terms Mean?

EPS (Earnings Per Share):
Quarterly profit divided by the total share count — how much of the profit works out to a single share.
YoY (Year over Year):
Change versus the same quarter a year ago — this is how you compare without seasonal distortion (e.g. the holiday shopping season).
Sales:
All revenue for the quarter, before any costs are deducted — the top line of the income statement.
Net Margin:
What percentage of sales is left over as profit in the end. Negative means the company is posting a loss.
OCF (Operating Cash Flow):
The cash that actually flows into the till from the core business during the quarter — harder to dress up than book profit.
FCF (Free Cash Flow):
Operating cash flow minus capital expenditures — the money that's genuinely free to use, say for paying down debt, buybacks, or dividends.

Compare with other stocks →

Screening

Appears in These Scanners

This stock currently matches 15 of our scanner strategies — each hit links to the scanner.

Growth

Quality & Balance Sheet

Aktien.Guide

Breakout & Setup

Momentum & Trend

Only genuine hits from verified scanners count; pure ranking metrics (P/E, P/S, and similar, which just sort the whole universe) don't count as a hit. View all scanners

Outlook

Analysts & Price Target

Combined picture of the price targets and recommendations of every analyst covering the stock. Price targets are expectations for the next 12 months, not promises — and they often follow the price rather than predict it.

Consensus Sell 1 = Strong buy … 5 = Strong sell
Analyst Ratings 8
Price Target (average) 191.67$
Distance to price 12.8% The price target sits 12.8% above the current price.

Distribution of Recommendations

Strong Buy 1
Buy 3
Hold 4
Sell 0
Strong Sell 0

Estimates by Fiscal Year

Estimates by Fiscal Year
Fiscal Year EPS Estimate ($) EPS Range ($) Revenue Estimate ($M) Expected Growth Analysts
12/31/2026 8.44 8.15 – 9.06 13,227 6.2% 8
12/31/2027 9.03 8.65 – 9.55 12,615 7.0% 8

Average of the analyst estimates for the coming fiscal years. The range shows how far the most optimistic and the most cautious estimate sit apart — the wider it is, the less certain the expectation.

Valuation

What is priced in?

Instead of guessing what the stock is worth, we turn the question around: what free cash flow growth has to happen for today’s market value to add up? The assumptions behind it can be moved.

Today’s market value implies roughly -5.9% growth in free cash flow per year over ten years (assumptions: discount rate 10.0%, terminal growth 2.5%).

What is priced in?
Free cash flow (last twelve months) $3.41B
Market cap $25.78B
Free cash flow in year ten $1.86B
Terminal value as a share of market value 38.0%

For comparison: over the past five years free cash flow grew by 16.0% per year.

It shows which assumption is built into today’s price, not whether that assumption will hold. Every assumption can be changed with the sliders; the figures move with them.

A simplified model calculation — not a forecast and not a recommendation.

AI classification

AI Rating

Threatened

Cincinnati Financial setzt Vorhersagemodelle produktiv in der Tarifierung ein — der Geschäftsbericht führt „enhanced pricing precision enabled by predictive models“ ausdrücklich als Grund für die Preisänderungen in der Kfz- und Wohngebäudeversicherung an. Zugleich benennen die Risikofaktoren künstliche Intelligenz zweifach als konkretes Risiko für das eigene Geschäftsmodell: Werden die zulässigen KI-Verfahren in der Tarifierung beschränkt, leidet das Zeichnungsergebnis unmittelbar, und die zunehmende aufsichtsrechtliche Prüfung von maschinellem Lernen wird laut Unternehmen wahrscheinlich zu neuen Vorschriften führen, die die Fähigkeit zum profitablen Zeichnen in einzelnen Bundesstaaten wesentlich beeinträchtigen können. Eigene KI-Erlöse gibt es nicht — KI ist hier Werkzeug und Regulierungsrisiko, keine Umsatzquelle. Nach der Vorrangregel (verkauft vor bedroht vor nutzt) ergibt das die Einstufung „bedroht“.

View the full file — quotes, sources, reviewed filings
„Limitations on our ability to use various types of artificial intelligence (AI) in the development of pricing precision could adversely affect underwriting results."

Beschränkungen unserer Möglichkeit, verschiedene Arten künstlicher Intelligenz (KI) bei der Entwicklung einer präziseren Tarifierung einzusetzen, könnten unser Zeichnungsergebnis beeinträchtigen.

10-K · 2026-02-23 · View SEC filing

„There has been increased regulatory scrutiny of the use of machine learning and AI, and it is likely that we will be subject to new regulations that could materially adversely affect our operations or ability to write business profitably in one or more jurisdictions."

Der Einsatz von maschinellem Lernen und KI wird aufsichtsrechtlich zunehmend genau geprüft, und es ist wahrscheinlich, dass wir neuen Vorschriften unterliegen werden, die unseren Geschäftsbetrieb oder unsere Fähigkeit, in einer oder mehreren Rechtsordnungen profitabel zu zeichnen, wesentlich beeinträchtigen könnten.

10-K · 2026-02-23 · View SEC filing

„Intense competition, and the impact of innovation, emerging technologies, artificial intelligence and changing customer preferences on the insurance industry and the markets in which we operate, could harm our ability to maintain or increase our business volumes and profitability"

Intensiver Wettbewerb sowie die Wirkung von Innovation, neu aufkommenden Technologien, künstlicher Intelligenz und sich wandelnden Kundenpräferenzen auf die Versicherungsbranche und die Märkte, in denen wir tätig sind, könnten unsere Fähigkeit beeinträchtigen, unsere Geschäftsvolumina und unsere Profitabilität zu halten oder zu steigern.

10-Q · 2026-07-27 · View SEC filing

Filings Reviewed: 10-Q 2026-07-27 · 8-K 2026-07-27 · 10-Q 2026-04-27 · 10-K 2026-02-23 · 8-K 2026-02-09 · 8-K 2026-01-30

Rated on July 28, 2026 · How the Rating Is Built

Earnings calls

What the Earnings Calls Reveal

Operationally, Cincinnati Financial delivers reliably across the ten transcripts reviewed from 2024-Q1 to 2026-Q2: the California wildfire loss estimate given on the 2024-Q4 call landed almost to the dollar, the long-pursued expense ratio target below 30 percent was met in 2024, the company's own value creation measure exceeded its target band in both 2024 and 2025, and reserves developed favorably in every period reported. No broken commitment appears in the ten transcripts. What remains is imprecise wording. On the structure of its own reinsurance unit the CEO said opposite things in two quarters, and the retention in the catastrophe program was once cited as 300 rather than 200 million dollars, even though the layered structure was disclosed in prepared remarks from the same period. On aggregate risk removed in California the company gives no metric, consistent with its standing policy of publishing neither guidance nor individual trend figures. The weak second quarter of 2026, at a 100.8 percent combined ratio, was catastrophe driven; before catastrophes the current accident year ran at 87.8 percent for the first half of 2026 against 87.7 percent a year earlier.

Unremarkable Delivers, wording imprecise 10 calls reviewed, 2024-Q1 through 2026-Q2 · As of August 2, 2026

Inconsistent statements on its own reinsurance

On the 2024-Q2 call, CEO Steve Spray described the reinsurance unit Cincinnati Re as follows: no separate company was set up, it has no balance sheet of its own and writes on Cincinnati Insurance paper. In 2025-Q1 the same speaker told a Bank of America analyst it is an assumed reinsurance operation with its own separate balance sheet. Both sentences appear verbatim in the transcripts. In that same 2025-Q1 answer, however, Spray points to the group balance sheet, which makes the remark read more like an offhand imprecision than a changed structure. Similarly on the catastrophe retention: in 2025-Q2 Spray cited 300 million dollars, in 2025-Q3 he cited 200 million. The 2024-Q4 prepared remarks largely resolve this, because the layering is disclosed there: the company retains all of the first 200 million, then 56 percent of the next 100 million, 25 percent of the next 100 million and roughly 14 percent of the next 1.1 billion. Between 200 and 300 million it therefore still carries the larger share. That is not a real contradiction, but it is not clean wording either.

Pricing claim and a rising loss pick

Since 2024-Q4 management has said its own pricing exceeds or matches loss costs, with workers compensation as the exception; the same formula appeared in 2025-Q2 and 2025-Q4. On the 2026-Q1 call it did not appear at all. Over the same span, average commercial renewal increases fell from the high single digits (2024-Q1 to 2025-Q1) through the mid single digits (2025-Q2 to 2025-Q4) to the top of the low single digits (2026-Q1 and 2026-Q2), and the loss pick for commercial casualty rose 4.2 points for 2025 versus 2024. Both are explained on the calls: the lower average increase follows from the book moving closer to price adequacy (2025-Q2), and the higher pick is deliberate prudence over legal system abuse and severity pressure, not an observed shortfall (2025-Q4 and 2026-Q2). Consistent with that, reserves developed favorably throughout: 2.0 points for full year 2025, 3.2 points in 2026-Q1 and 1.7 points in 2026-Q2. The size of the loss trend itself is not disclosed as a matter of policy, applied unchanged to every questioner since 2024-Q1.

California: lessons without an aggregate figure

After the California wildfires, six consecutive calls from 2024-Q4 to 2026-Q1 asked about the consequences. The answers stayed largely qualitative: lessons still being formulated (2024-Q4), model recalibration, aggregation and the view of risk (2025-Q2), plans already in motion (2025-Q3), well advanced with no date committed (2025-Q4). On none of those calls did the company give a figure for aggregate risk removed. Other things were quantified: the loss itself at 450 to 525 million dollars in advance, the burn of roughly half the program after it was raised to 1.5 billion dollars, including 71 million of reinstatement premium (2025-Q2), new business moratoriums in certain areas (2025-Q4), and the 77 percent share of California homeowner premiums written on a non-admitted basis. In 2026-Q1 came the addition that all new California homeowner business is now written outside the admitted market. The absence of an aggregate figure matches the company's stated policy of giving neither guidance nor individual forward metrics. Anyone wanting the remaining exposure quantified still will not find it in the transcripts.

From once-in-a-generation back to normal

From 2024-Q2 to 2025-Q1 Spray repeatedly called the personal lines market a once-in-a-generation or once-in-a-lifetime opportunity; in 2025-Q1, despite the wildfire losses, he spoke of zero dilution of enthusiasm. By 2025-Q3 the framing was that 2024 had probably been the peak, and in 2026-Q1 he speaks of a return to a somewhat more normal state. Behind it lies a clear slowdown: consolidated premium growth fell from 17 percent (2024-Q3 and 2024-Q4) to 9 percent (2025-Q3), 5 percent (2025-Q4), 7 percent (2026-Q1) and 3 percent (2026-Q2). Personal lines moved unevenly, from 30 percent (2024-Q2) through 14 percent (2025-Q3) and another 15 percent (2026-Q1) down to 1 percent (2026-Q2). No commitment was broken by this: the phrase always described the hard market, not a growth rate of its own. Asked in 2025-Q4 whether the company was still playing full offense, Spray said yes, but explained in the same breath that offense expressly does not mean easing risk selection or cutting rate. In 2026-Q1 he put the same point as more rate on less exposure, with personal lines units down and commercial policy counts up.

First half of 2026 at the top of the band

In 2026-Q1 a Piper Sandler analyst asked about a sentence in the company's own quarterly filing stating that 2026 results might come in below long-term targets. Spray answered that there was nothing further to read into it, that the long-term target of a 92 to 98 percent combined ratio stood unchanged, and that the company would be prudent in its picks given growing pricing pressure. He therefore did not contradict the caveat but confirmed its reason. One quarter later the combined ratio was 100.8 percent and the commercial segment stood at 104.1 percent, the only commercial underwriting loss across all ten transcripts reviewed. It was driven by catastrophes: 2.3 of the 5.9 added points at group level and 4.9 of the 11.2 points in commercial lines. Before catastrophes the current accident year combined ratio for the first half of 2026 was 87.8 percent against 87.7 percent a year earlier, essentially unchanged. The company describes the target band expressly as a long-term average; 2025 closed at 94.9 percent, near the midpoint. The first half of 2026 works out to roughly 98 percent, the top edge. Whether the full year stays in the band will only be decided in the second half.

Management promises

  • 2024-Q3 — Hurricane Milton losses would total between 75 and 125 million dollars pretax, net of reinsurance, in the fourth quarter of 2024. On the 2024-Q4 call management gave no actual Milton figure and was not asked for one. The quarterly ratio of 84.7 percent was 2.8 points better than a year earlier and the full year catastrophe effect only 0.2 points lower, so a breach is unlikely. Fulfillment is nevertheless not evidenced in the transcripts. open
  • 2024-Q4 — The California wildfires would cost roughly 450 to 525 million dollars pretax net in the first quarter of 2025 and reduce premium revenue by 50 to 60 million dollars. In 2025-Q1 the company reported a net loss of 449 million dollars, at or marginally below the low end, and reinstatement premiums of 52 million dollars, squarely inside the announced range. That is an unusually precise estimate in the middle of an ongoing major loss event. kept
  • 2024-Q2 — The property casualty expense ratio was to be pushed below 30 percent; at the half-year mark it still stood at 30.1 percent. Full year 2024 came in at 29.9 percent, and in 2025 the ratio fell further in three of four quarters, reaching 28.6 percent in the second quarter of 2025. The target was met without cutting agency commissions. kept
  • 2025-Q2 — Having reached the 30 percent mark, the expense target would be set at 29 percent or below and lowered further. The statement was explicitly conditional and carried no date. In 2026-Q2 the same CFO did not name the 29 percent mark, but said verbatim that the company wants to stay under 30 percent and that he would aim to keep taking the ratio down further. The intent therefore stands unchanged. The quarterly ratio rose 1.2 points, but only 0.3 points on a six-month basis, driven by higher commissions and timing of expense recognition. Whether 29 percent is reached remains open; the target was not withdrawn. open
  • 2026-Q1 — The caveat in its own quarterly filing that 2026 results might fall below long-term targets should not be over-interpreted; the 92 to 98 percent combined ratio target stood unchanged. What was stated was not that 2026 would land inside the band, only that the long-term target stands unchanged and that picks would be prudent. In the following quarter the ratio was 100.8 percent, mainly on higher catastrophe losses; before catastrophes the current accident year ran at 87.8 percent for the first half against 87.7 percent a year earlier. The first half works out to roughly 98 percent, the top edge. Since the band is a long-term average and 2025 closed at 94.9 percent, the question can only be settled at year end at the earliest. open

Based on public earnings call transcripts. Reviewed: 10 transcripts 2024-Q1 through 2026-Q2.

Growth

Growth Score

Ten checks against the annual reports — each one passed counts a point.

6 of 10 Solid growth
  • Revenue grows by more than 15% a year over three years 24.4%
  • More than 10% revenue growth is expected for the coming year 6.7%
  • Share count grows by less than 3% a year -0.2%
  • Revenue growth plus cash-flow margin add up to at least 40 ("Rule of 40") 35.9%
  • Gross margin at 40% or higher and without meaningful erosion 47.4%
  • Goodwill from acquisitions does not grow faster than revenue 0.1%
  • Net debt below twice EBITDA 18,816 m net cash
  • Operating cash flow covers the profits of the last three years 1,285 m
  • Return on capital at 15% or higher, or up versus two years ago 13.3%
  • Insiders hold at least 10% or are net buyers 1.7%

A criterion without figures counts neither as passed nor as failed; a score is only produced from 7 judgeable criteria upwards. Source: fundamental data. All ten criteria in detail

Quality check

AAQS

4/10

The AAQS (AlleAktien Quality Score) checks 10 quality criteria on growth, profitability, and balance-sheet strength — per the methodology developed and published by AlleAktien, calculated by us from our own fundamental data. A stock counts as a quality stock from 9 out of 10 points. Where a company has a shorter listing history, we calculate over the fiscal years available (at least five).

  • Sales growth 10Y > 5% 9.8%
  • Exp. sales growth 3Y > 5% -0.1%
  • EBIT growth 10Y > 5% 15.5%
  • Exp. EBIT growth 3Y > 5% -22.8%
  • Net debt < 4x EBIT -6.3x
  • EBIT positive, 10Y straight 9
  • Max. EBIT decline < 50% 100.0%
  • Return on equity > 15% 16.5%
  • ROCE > 15% 13.3%
  • Expected return > 10% -13.6%

View stocks with the full AAQS score · Read the methodology at AlleAktien

Source: fundamental data

Insiders

Insider Transactions

Reportable transactions by officers and major shareholders from SEC Form 4 filings. "Other" includes things like stock grants and option exercises without a buy/sell character.

Insider Transactions
Date Person Role Type Shares Price Value
Aug 25, 2026 Debbink Dirk J Director Buy 1,000 171.64 171,640
Aug 3, 2026 Schiff Charles Odell Director Sell 7,600 175.40 1,333,067

View all insider transactions →

The company

About the Company

Cincinnati Financial Corporation bietet Sach- und Haftpflichtversicherungsprodukte in den USA an. Das Unternehmen ist in fünf Segmenten tätig: Commercial Lines Insurance, Personal Lines Insurance, Excess and Surplus Lines Insurance, Life Insurance und Investments.

Employees
5,705
Headquarters
Fairfield, OH
Address
6200 South Gilmore Road, 45014-5141 Fairfield, United States
Phone
513 870 2000
Website
cinfin.com
IPO Date
03/26/1990
ISIN
US1720621010
Stock Split
105:100 on 04/04/2005
Stock Split
105:100 on 04/28/2004
Stock Split
3:1 on 05/18/1998

Management

Management
Name Title Birth Year
Steven Justus Johnston C.F.A., CERA, FCAS, MAAA Executive Chairman 1960
Stephen Michael Spray President, CEO & Director 1966
Michael James Sewell CPA CFO, Principal Accounting Officer, Executive VP & Treasurer 1964
Teresa Currin Cracas Esq. Chief Risk Officer & Executive VP of The Cincinnati Insurance Company 1966
Steven Anthony Soloria C.F.A., C.P.C.U. Executive VP & Chief Investment Officer 1967
Dennis E. McDaniel C.M.A., CPA, C.P.C.U., CFM VP & Investor Relations Officer 1960
Thomas Christopher Hogan Esq. Executive VP, Chief Legal Officer & Company Secretary 1993
Betsy E. Ertel C.P.C.U. Vice President of Corporate Communications
Donald Joseph Doyle Jr., AIM, C.P.C.U. Senior Vice President of The Cincinnati Insurance Company 1967
William Harold Van Den Heuvel Executive Vice President 1967

Executives per the latest required filings; titles kept in their original language. Source: fundamental data.

Filings

Company Filings (8-K)

An 8-K is the filing a US company must use to disclose material events immediately — takeovers, changes at the top, major contracts or payment troubles, for instance. The links open the original document at the US Securities and Exchange Commission (SEC).

  • 08/25/2026 CINCINNATI FINANCIAL CORP (CINF): Regulation FD Disclosure; Other Events; Financial Statements and Exhibits SEC ↗
  • 08/21/2026 CINCINNATI FINANCIAL CORP (CINF): Regulation FD Disclosure; Financial Statements and Exhibits SEC ↗
  • 07/27/2026 CINCINNATI FINANCIAL CORP (CINF): Results of Operations and Financial Condition; Financial Statements and Exhibits SEC ↗

Data as of: September 17, 2026 · Source: fundamental data & SEC filings (annual and quarterly reports, 10-K/10-Q)

Note: pure fact-based analysis, not investment advice and not a solicitation to buy or sell. All figures without guarantee.

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