CINF

CINCINNATI FINANCIAL CORP

Nasdaq · Fire, Marine & Casualty Insurance · Inc. OH · CIK 0000020286
$168.53 +0.41% $26.0B
High Impact Filing (7/10)
Vol
Market Cap$26.0B
Cap SizeLarge Cap
Analyst ConsensusBuy (63%)
Inst. Holders8 funds
Inst. Value$5.3B
Inst. Activity2 buys / 0 sells
SEC Reports4
Exchange Nasdaq·Sector Fire, Marine & Casualty Insurance·Inc. OH·CIK 0000020286·Prev Close $167.85

Recent Activity

May 19, 2026 SEC
Cincinnati Financial Corporation filed an 8-K on May 19, 2026, to furnish an investor presentation slide deck for use in
8-K — Impact 2/10
May 11, 2026 Insider
Schiff Charles Odell sold 27,122 shares
Director @ $0.00 ($0.00)
May 7, 2026 Insider
Hogan Thomas Christopher sold 957 shares
EVP/CLO & Corp Secretary @ $71.19 ($68.1K)
May 7, 2026 Insider
Hogan Thomas Christopher sold 145 shares
EVP/CLO & Corp Secretary @ $160.96 ($23.3K)
Apr 27, 2026 SEC
Cincinnati Financial reported Q1 2026 operating EPS of $2.10, a 8.8% beat vs consensus of $1.93, and a sharp turnaround
8-K — Impact 7/10
Apr 22, 2026 SEC
Cincinnati Financial Corporation filed a shelf registration (S-3) to offer up to 500,000 shares of common stock through
S-3 — Impact 2/10
Inst.
NORGES BANK — NEW
1,658,658 shares ($270.9M)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
42,845 shares ($7.0M)

Price Targets

$179.17 +6.3% upside Buy
Current $168.53 Low $161.00 Median $180.50 High $191.00 6 analysts
$161.00 $191.00

Analyst Ratings

Buy63% buy · 16 analysts
3Strong Buy
7Buy
6Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
Apr 29, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Apr 28, 2026 Roth Capital MAINTAIN Buy → Buy
Apr 14, 2026 B of A Securities MAINTAIN Buy → Buy
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform → Outperform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $1.73 ▲ +3.1% $1.61 — $1.92 -12% YoY 7
Next Q $1.89 $1.81 — $1.94 -34% YoY 7
Current FY $8.77 ▲ +2.6% $8.33 — $9.40 10% YoY 8
Next FY $9.18 $8.65 — $9.90 5% YoY 8

Latest Reports

NEUTRAL 8-K 2/10
Cincinnati Financial Corporation filed an 8-K on May 19, 2026, to furnish an investor presentation slide deck for use in
May 19, 2026
BULLISH 8-K 7/10
Cincinnati Financial reported Q1 2026 operating EPS of $2.10, a 8.8% beat vs consensus of $1.93, and a sharp turnaround
Apr 27, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.2B—
CHARLES SCHWAB INVESTMENT MANAGEMENT$1.1BNEW
BANK OF AMERICA CORP$313.8M—
MORGAN STANLEY$311.4M—
NORGES BANK$270.9MNEW

Recent Insider Trades

DateInsiderTypeValue
May 11, 2026Schiff CharlesJ$0.00
May 7, 2026Hogan ThomasM$68.1K
May 7, 2026Hogan ThomasF$23.3K
May 7, 2026Hogan ThomasM$0.00
May 5, 2026Brown RogerM$0.00
8 institutional holders with $5.3B total value (32,384,796 shares) as of 2025-Q4. Top holders: VANGUARD, CHARLES, BANK. Net buying activity: 2 institutions added/increased vs 0 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC19,725,564$3.2B60.9%—
2CHARLES SCHWAB INVESTMENT MANAGEMENT INC6,632,071$1.1B20.5%NEW
3BANK OF AMERICA CORP /DE/1,921,133$313.8M5.9%—
4MORGAN STANLEY1,906,678$311.4M5.9%—
5NORGES BANK1,658,658$270.9M5.1%NEW
6WELLS FARGO & COMPANY/MN261,042$42.6M0.8%ADD +37.3%
7FMR LLC236,805$38.7M0.7%TRIM -31.1%
8TWO SIGMA INVESTMENTS, LP42,845$7.0M0.1%DOUBLED +503.0%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
NORGES BANKNEW—1,658,658—$270.9M2025-Q4
TWO SIGMA INVESTMENTS, LPDOUBLED7,10542,845+503.0%$7.0M2025-Q4
FMR LLCTRIM374,803258,411-31.1%$40.9M2025-Q3
TWO SIGMA INVESTMENTS, LPADD4,7827,105+48.6%$1.1M2025-Q3
NORGES BANKEXIT1,582,8230-100.0%$0.002025-Q3
NORGES BANKNEW—1,582,823—$235.7M2025-Q2
FMR LLCDOUBLED174,104374,803+115.3%$55.8M2025-Q2
WELLS FARGO & COMPANY/MNADD167,724230,267+37.3%$34.3M2025-Q2
UBS Group AGADD795,7341,007,076+26.6%$148.8M2025-Q1
CITADEL ADVISORS LLCDOUBLED96,000776,208+708.6%$114.7M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM8,0494,782-40.6%$706.4K2025-Q1
NORGES BANKEXIT1,558,5200-100.0%$0.002025-Q1
UBS Group AGADD552,434795,734+44.0%$114.3M2024-Q4
CITADEL ADVISORS LLCTRIM180,62796,000-46.9%$13.8M2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—5,782,221—$787.1M2024-Q3
17 unique insiders with 0 transactions. Net insider value: $0.00 ($0.00 bought, $0.00 sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 11, 2026Schiff Charles OdellDirectorJ27,122$0.00$0.00
May 7, 2026Hogan Thomas ChristopherEVP/CLO & Corp SecretaryM957$71.19$68.1K
May 7, 2026Hogan Thomas ChristopherEVP/CLO & Corp SecretaryF145$160.96$23.3K
May 7, 2026Hogan Thomas ChristopherEVP/CLO & Corp SecretaryM957$0.00$0.00
May 5, 2026Brown Roger ASr VP, COO - SubsidaryM6,900$0.00$0.00
May 5, 2026Brown Roger ASr VP, COO - SubsidaryG2,500$0.00$0.00
May 5, 2026Brown Roger ASr VP, COO - SubsidaryF4,685$159.88$749.0K
May 5, 2026Brown Roger ASr VP, COO - SubsidaryM6,900$71.19$491.2K
May 1, 2026Sewell Michael JCFO, EVP & TreasurerF8,822$163.54$1.4M
May 1, 2026Sewell Michael JCFO, EVP & TreasurerM36,909$0.00$0.00
May 1, 2026Sewell Michael JCFO, EVP & TreasurerM36,909$70.70$2.6M
Apr 29, 2026Cracas Teresa CEVP, Chief Risk Off. - SubF10,321$163.92$1.7M
Apr 29, 2026KELLINGTON JOHN SEVP, Chief Info Off. -SubM28,156$71.19$2.0M
Apr 29, 2026Fu LuyangSr. VP, Chief Actuary - SubM957$71.19$68.1K
Apr 29, 2026Cracas Teresa CEVP, Chief Risk Off. - SubM15,386$70.70$1.1M
Apr 29, 2026Cracas Teresa CEVP, Chief Risk Off. - SubM15,386$0.00$0.00
Apr 29, 2026Fu LuyangSr. VP, Chief Actuary - SubF147$163.92$24.1K
Apr 29, 2026Fu LuyangSr. VP, Chief Actuary - SubM957$0.00$0.00
Apr 29, 2026KELLINGTON JOHN SEVP, Chief Info Off. -SubF18,935$163.92$3.1M
Apr 29, 2026KELLINGTON JOHN SEVP, Chief Info Off. -SubM28,156$0.00$0.00
Mar 2, 2026Schuler Scott AlanSenior Vice President - SubM250$0.00$0.00
Mar 2, 2026Chapel Dawn ShannonSenior Vice President - SubM250$0.00$0.00
Mar 2, 2026Swisher Chet HoganSenior Vice President - SubM282$0.00$0.00
Mar 2, 2026Hogan Thomas ChristopherEVP/CLO & Corp SecretaryM333$0.00$0.00
Mar 2, 2026Soloria Steven AnthonyEVP, Chief Investment OfficerM7,168$0.00$0.00
Mar 2, 2026Soloria Steven AnthonyEVP, Chief Investment OfficerM319$0.00$0.00
Mar 2, 2026Brown Roger ASr VP, COO - SubsidiaryM327$0.00$0.00
Mar 2, 2026Brown Roger ASr VP, COO - SubsidiaryM5,052$0.00$0.00
Mar 2, 2026Brown Roger ASr VP, COO - SubsidiaryM275$0.00$0.00
Mar 2, 2026SCHAMBOW MARC JONSrVP/Chief Claims Officer-SubM338$0.00$0.00
Mar 2, 2026Delaney Angela OsselloSenior Vice President- SubM422$0.00$0.00
Mar 2, 2026Van Den Heuvel Will HExec Vice President - SubM382$0.00$0.00
Mar 2, 2026Van Den Heuvel Will HExec Vice President - SubM7,006$0.00$0.00
Mar 2, 2026Van Den Heuvel Will HExec Vice President - SubM389$0.00$0.00
Mar 2, 2026Spray Stephen MPresident & CEOM13,620$0.00$0.00
Mar 2, 2026Spray Stephen MPresident & CEOM605$0.00$0.00
Mar 2, 2026Sewell Michael JCFO, EVP & TreasurerM653$0.00$0.00
Mar 2, 2026Sewell Michael JCFO, EVP & TreasurerM14,996$0.00$0.00
Mar 2, 2026Sewell Michael JCFO, EVP & TreasurerM667$0.00$0.00
Mar 2, 2026Cracas Teresa CEVP, Chief Risk Off. - SubM423$0.00$0.00
Mar 2, 2026Givler Sean MichaelExec Vice President - SubM7,436$0.00$0.00
Mar 2, 2026Givler Sean MichaelExec Vice President - SubM405$0.00$0.00
Mar 2, 2026JOHNSTON STEVEN JChairmanM28,818$0.00$0.00
Mar 2, 2026JOHNSTON STEVEN JChairmanM801$0.00$0.00
Mar 2, 2026KELLINGTON JOHN SEVP, Chief Info Off. -SubM10,458$0.00$0.00
Mar 2, 2026Givler Sean MichaelExec Vice President - SubM405$0.00$0.00
Mar 2, 2026Chapel Dawn ShannonSenior Vice President - SubM250$0.00$0.00
Mar 2, 2026Spray Stephen MPresident & CEOM778$0.00$0.00
Mar 2, 2026Cracas Teresa CEVP, Chief Risk Off. - SubM492$0.00$0.00
Mar 2, 2026Cracas Teresa CEVP, Chief Risk Off. - SubM9,522$0.00$0.00
4 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 0 mixed, 3 neutral. Avg impact: 3.3/10.
NEUTRAL 8-K 2/10
Cincinnati Financial Corporation filed an 8-K on May 19, 2026, to furnish an investor presentation s
May 19, 2026
BULLISH 8-K 7/10
Cincinnati Financial reported Q1 2026 operating EPS of $2.10, a 8.8% beat vs consensus of $1.93, and
Apr 27, 2026
NEUTRAL S-3 2/10
Cincinnati Financial Corporation filed a shelf registration (S-3) to offer up to 500,000 shares of c
Apr 22, 2026
NEUTRAL DEFA14A 2/10
Cincinnati Financial Corp filed a Definitive Additional Materials (DEFA14A) proxy statement, which i
Mar 18, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Buy (63% buy). Based on 16 analysts: 3 strong buy, 7 buy, 6 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$179.17 mean target +6.3% upside Buy (3.00)
$161.00 Low $191.00 High
MetricValue
Current Price$168.53
Target Low$161.00
Target Mean$179.17
Target Median$180.50
Target High$191.00
# Analysts6
RecommendationBuy (3.00)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $1.73 $1.61 $1.92 -12.3% +3.1% 2↑ 2↓ $3.0B -7.5% 7
Next Q
2026-09-30
 $1.89 $1.81 $1.94 -33.8% +0.2% 3↑ 2↓ $3.1B -18.0% 7
Current FY
2026-12-31
 $8.77 $8.33 $9.40 10.3% +2.6% 5↑ 0↓ $12.0B -4.8% 8
Next FY
2027-12-31
 $9.18 $8.65 $9.90 4.7% -0.2% 4↑ 1↓ $12.8B 6.7% 8

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$1.728
7d ago$1.689+0.039
30d ago$1.676+0.053
60d ago$1.676+0.053
90d ago$1.621+0.108
4 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
Apr 29, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Apr 28, 2026 Roth Capital MAINTAIN Buy Buy
Apr 14, 2026 B of A Securities MAINTAIN Buy Buy
Apr 7, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Jan 6, 2026 Keefe, Bruyette & Woods MAINTAIN Outperform Outperform
Dec 22, 2025 Piper Sandler MAINTAIN Neutral Neutral

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 20263760063%
Apr 1, 20263750067%
Mar 1, 20263750067%
Feb 1, 20263750067%
Jan 1, 20263750067%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

Apr 27, 2026
earnings_calendar
CINF Q1 2026 Earnings Scheduled — 2026-04-27
Apr 27, 2026
dark_pool
Dark Pool: CINF — 1.1M shares, 41,397 trades
Week starting 2026-04-27. Total ATS volume: 1,056,589 shares across 41,397 trades.
Apr 20, 2026
dark_pool
Dark Pool: CINF — 0.7M shares, 29,464 trades
Week starting 2026-04-20. Total ATS volume: 697,847 shares across 29,464 trades.
Apr 13, 2026
dark_pool
Dark Pool: CINF — 0.9M shares, 35,674 trades
Week starting 2026-04-13. Total ATS volume: 854,063 shares across 35,674 trades.
Apr 6, 2026
dark_pool
Dark Pool: CINF — 0.8M shares, 31,432 trades
Week starting 2026-04-06. Total ATS volume: 765,631 shares across 31,432 trades.
Mar 30, 2026
dark_pool
Dark Pool: CINF — 0.5M shares, 24,135 trades
Week starting 2026-03-30. Total ATS volume: 529,083 shares across 24,135 trades.
Mar 23, 2026
dark_pool
Dark Pool: CINF — 0.7M shares, 27,260 trades
Week starting 2026-03-23. Total ATS volume: 656,431 shares across 27,260 trades.
Mar 16, 2026
dark_pool
Dark Pool: CINF — 0.7M shares, 31,389 trades
Week starting 2026-03-16. Total ATS volume: 742,322 shares across 31,389 trades.
Mar 9, 2026
dark_pool
Dark Pool: CINF — 1.0M shares, 33,943 trades
Week starting 2026-03-09. Total ATS volume: 1,033,121 shares across 33,943 trades.
Mar 2, 2026
dark_pool
Dark Pool: CINF — 1.0M shares, 34,024 trades
Week starting 2026-03-02. Total ATS volume: 1,027,243 shares across 34,024 trades.
Feb 23, 2026
dark_pool
Dark Pool: CINF — 0.9M shares, 34,932 trades
Week starting 2026-02-23. Total ATS volume: 932,703 shares across 34,932 trades.
Feb 16, 2026
dark_pool
Dark Pool: CINF — 0.6M shares, 24,953 trades
Week starting 2026-02-16. Total ATS volume: 649,445 shares across 24,953 trades.
Feb 9, 2026
dark_pool
Dark Pool: CINF — 1.1M shares, 39,741 trades
Week starting 2026-02-09. Total ATS volume: 1,088,587 shares across 39,741 trades.
Feb 2, 2026
dark_pool
Dark Pool: CINF — 0.9M shares, 35,135 trades
Week starting 2026-02-02. Total ATS volume: 900,782 shares across 35,135 trades.