Cincinnati Financial CorporatioNasdaq: CINF
Financials · Property & Casualty Insurance
$162.13
-0.90%
Vol: 389K
Research Digest
Friday, May 1, 2026
Cincinnati Financial Q1 earnings swing to $274M profit; dividend raised 8% to $0.94
Cincinnati Financial reported strong Q1 2026 turnaround with net income of $274M vs. $90M loss in Q1 2025, representing 90.5% earnings growth. Consolidated property casualty combined ratio improved to 95.6%, with 7% growth in net written premiums from pricing and risk segmentation. Book value per share reached $101.60, shareholders equity $15.7B. Quarterly dividend increased 8% to $0.94. Consensus analyst rating is Strong Buy with 12-month PT of $177.25.
Previous Market Intelligence
13 daysApr 30Cincinnati Financial reports Q1 2026 net income of $274M versus prior loss of $90M; combined ratio improves to 95.6%; dividend raised 8%.Positive▶
Cincinnati Financial released Q1 2026 results on April 27 with net income of $274M ($1.75/share) versus a net loss of $90M a year ago, beating consensus of $1.93. Non-GAAP operating income surged to $330M, reversing $37M operating loss prior year. Property casualty combined ratio improved dramatically to 95.6% from 113.3%. Consolidated net written premiums grew 7% to $2.668B driven by strategic pricing and risk segmentation. Life insurance subsidiary grew net income 24% with term life earned premiums up 7%. Board raised quarterly dividend by 8% to $0.94/share. Keefe, Bruyette & Woods raised price target to $191 from $190 with Outperform rating on April 29.
Apr 29Cincinnati Financial reports Q1 2026 net income of $274M ($1.75 per share) beating estimates; combined ratio improves to 95.6%.Positive▶
Cincinnati Financial Corporation reported a strong first-quarter 2026 turnaround with net income of $274 million ($1.75 per share) compared to a loss in the prior year, significantly exceeding Wall Street estimates of $1.93 per share. The property casualty combined ratio improved dramatically to 95.6% from 113.3% a year earlier. Consolidated net written premiums rose 7% to $2.668 billion, with personal lines growing 15% and excess & surplus lines growing 8%. Investment income surged 14% on strong cash flow. The board declared a $0.94 cash dividend, up 8% year over year. Keefe, Bruyette & Woods increased its price target to $191 from $190.
Apr 16Cincinnati Financial reports Q4 2025 net income of $676M, up 67%, with Q1 2026 EPS expected to surge 875% to $1.86.Positive▶
Cincinnati Financial reported Q4 2025 net income of $676 million, a 67% increase from the prior year, with full-year 2025 net income reaching $2.4 billion, up 4% from 2024. The property casualty insurance company boosted its quarterly dividend 8% to 94 cents per share, extending its dividend growth streak. Q4 2025 results beat Wall Street expectations with sales up 16.5% year-over-year to $3.09 billion and non-GAAP EPS of $3.37, exceeding consensus estimates by 16.6%. Analysts expect a significant earnings rebound in Q1 2026, projecting EPS of $1.86 per share on a diluted basis, up 875% from a loss of $0.24 in the year-ago quarter. Bank of America Securities reaffirmed a Buy rating, while Keefe Bruyette maintained Outperform with a $190 price target.
Apr 15Cincinnati Financial raises dividend 8% to $0.94 quarterly, continuing 65-year streak; Q1 results scheduled April 27.Positive▶
Cincinnati Financial increased its regular quarterly cash dividend 8% to $0.94, continuing a 65-year streak of raises. Q1 2026 results on April 27. Commercial Lines showed robust growth through high-single-digit rate increases and predictive analytics integration. Keefe Bruyette slightly lowered price target to $190. Consensus Strong Buy with $177.25 price target.
Apr 14Cincinnati Financial increases dividend 8% to $0.94; Q1 earnings due April 27 with strong analyst expectations.Positive▶
Cincinnati Financial declared quarterly dividend of $0.94 per share, 8% increase. Q1 2026 earnings April 27 after market close. Analysts expect EPS of $1.86. Stock underperformed S&P 500 (up 22.5% vs. 29.4% over 52 weeks). Average analyst price target $173.50 (7.7% upside).
Apr 13Cincinnati Financial Q1 2026 earnings April 27 (expected $1.86/share, +875% YoY); raised dividend 8% to $0.94 maintaining Dividend King status.Positive▶
Cincinnati Financial will announce Q1 2026 earnings April 27. Analysts expect $1.86/share vs. -$0.24 loss in prior year. Q4 2025 earnings beat: sales +16.5% YoY to $3.09B. Dividend raised 8% to $0.94/share, maintaining Dividend King status (65+ years). Moderate Buy consensus from 10 analysts with PT $173.50.
Apr 10Cincinnati Financial Raises Dividend 8% to 94 Cents; Q1 Results Due April 27Positive▶
Raised quarterly dividend 8% to 94 cents. Q1 2026 results on April 27 after market close.
Apr 9Cincinnati Financial schedules Q1 2026 results for April 27-28.Positive▶
Cincinnati Financial will release Q1 2026 results on April 27 after market close, with conference call April 28. Strong Q4 2025 results with $3.37 EPS and 16.33% ROE. January dividend increase and leadership promotions drove stock gains. Celebrating 65 consecutive years of dividend increases. Analysts rate stock "Strong Buy" with $177.25 target, implying 10.3% upside.
Apr 8Cincinnati Financial beats Q4 with 67% YoY net income growth despite stock decline.Positive▶
CINF Q4 EPS $3.37 beat by 19.08%. Net income $676M up 67% YoY. Stock fell 4.36% to $161.34. Buy with 10.38% upside.
Apr 7Dividend Raised 8% to $0.94, Extending 65-Year StreakPositive▶
Cincinnati Financial declared 8% quarterly dividend increase to $0.94/share, extending 65 consecutive years of annual dividend increases. Q4 net income $676M ($4.29/share), book value per share rose to $102.35. Annual meeting May 2, 2026. Avg analyst PT $177.25 (Strong Buy consensus).
Apr 6Cincinnati Financial raises dividend 8% extending 65-year dividend growth streakPositive▶
Cincinnati Financial reported Q4 2025 net income of $676M ($4.29 EPS) vs. $405M ($2.56 EPS) in the prior year. The board declared a 94 cent quarterly dividend, increasing 8%, extending the company's dividend growth streak to 65 consecutive years as a Dividend King. The company continues its strong market positioning as a top 25 property casualty insurer with solid underwriting performance.
Apr 3Cincinnati Financial raises quarterly dividend 8% and reports strong Q4 earnings; marks 65 consecutive years of dividend increases.Positive▶
Cincinnati Financial announced an 8% dividend increase to 94 cents per share and reported Q4 2025 net income of $676 million ($4.29 per share). The company marked 65 consecutive years of increasing annual cash dividends. Total 2025 revenues of $12.631 billion (up 11%).
Apr 2Cincinnati Financial raised quarterly dividend 8% to 94 cents, celebrating 65 consecutive years of dividend increasesPositive▶
Cincinnati Financial Corporation declared an 8% quarterly dividend increase to 94 cents per share, marking 65 consecutive years of increasing annual cash dividends—a distinction shared by only seven other U.S. public companies. Q4 2025 net income reached $676 million ($4.29 per share), and Q2 2025 showed strong results with $685 million ($4.34 per share), up 120% YoY. The board promoted three executives to senior vice president roles. Analysts rate CINF a "Strong Buy" with average 12-month target of $177.25, implying 10% upside.
Sector Peers
| Company | Price | Day | 1M | Fwd P/E | Beta | Mkt Cap |
|---|---|---|---|---|---|---|
| CINFCINCINNATI | $162.13 | -0.90% | +2.2% | 17.9x | 0.64 | $25.3B |
| CBCHUBB | $326.61 | -0.12% | +0.0% | 11.2x | 0.50 | $126.8B |
| PGRPROGRESSIVE | $199.87 | -0.70% | +2.5% | 12.5x | 0.33 | $117.6B |
| TRVTRAVELERS | $305.05 | -0.03% | +3.2% | 10.7x | 0.52 | $64.9B |
| ALLALLSTATE | $217.11 | -0.07% | +4.3% | 8.4x | 0.22 | $56.1B |
| HIGHARTFORD | $136.06 | -0.55% | +0.3% | 9.5x | 0.53 | $37.5B |
Key Fundamentals
RSI (14-Day)
52-Week Range
Moving Averages
Price between 50d and 200d. Testing 50d support.