Market Cap
$24.5B
CINF
CINCINNATI FINANCIAL CORP
$161.24 ▼ -0.56%
Prev close $162.15Market cap$24.5B
ConsensusHold
12-mo target$191.00 (+18.4%)
▲ Neutral
Analyst conviction 5/10
High Impact Filing (7/10)39 New Institutional Positions11 Institutional Exits Traditional Finance
Snapshot
The big-picture read on CINF right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Buy (50%)
Inst. Holders
50 funds
Inst. Value
$16.9B
Inst. Activity
39 buys / 11 sells
Insider Activity
$171.6K buy / $1.3M sell
Insider Net $
-$1.2M
SEC Reports
13
Price chart 30d -6.1%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 25, 2026 SEC Dark Pool: CINF — 0.4M shares, 23,714 trades
Week starting 2026-09-07. Total ATS volume: 424,314 shares across 23,714 trades.
Cincinnati Financial filed an 8-K with two items: (1) an investor presentation posted on its website (Item 7.01) and (2)
8-K — Impact 4/10
Aug 25, 2026 Insider
Aug 21, 2026 SEC Debbink Dirk J bought 1,000 shares
Director @ $171.64 ($171.6K)
Cincinnati Financial Corporation declared a regular quarterly cash dividend of $0.94 per share, payable October 15, 2026
PRESS-RELEASE — Impact 2/10
Aug 3, 2026 Insider
Jul 27, 2026 SEC Schiff Charles Odell sold 7,600 shares
Director @ $175.40 ($1.3M)
Cincinnati Financial reported Q2 2026 non-GAAP operating income of $1.43 per share, a 27% decline from $1.97 a year ago
8-K — Impact 6/10
Jun 30, 2026 Inst.
FIRST TRUST ADVISORS LP — ADD
4,145,056 shares ($767.4M)
Jun 30, 2026 Inst.
NORGES BANK — NEW
1,660,670 shares ($307.5M)
Analyst ratings buy % -25.4%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
50% rate it Buy or better · 16 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 5, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Market Perform | 58% |
| Jul 30, 2026 | B of A Securities | DOWNGRADE | Neutral | 54% |
| Jul 28, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Jul 15, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Jul 8, 2026 | Keefe, Bruyette & Woods | DOWNGRADE | Market Perform | 58% |
| May 26, 2026 | Piper Sandler | MAINTAIN | Neutral | 54% |
| Apr 29, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
| Apr 28, 2026 | Roth Capital | MAINTAIN | Buy | 56% |
| Apr 14, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Apr 7, 2026 | Keefe, Bruyette & Woods | MAINTAIN | Outperform | 58% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 2 | 6 | 8 | 0 | 0 | 50% | |
| Aug 1, 2026 | 2 | 6 | 8 | 0 | 0 | 50% | |
| Jul 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Jun 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| May 1, 2026 | 3 | 7 | 6 | 0 | 0 | 63% | |
| Apr 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Mar 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% | |
| Feb 1, 2026 | 3 | 7 | 5 | 0 | 0 | 67% |
Price targets
Where 6 covering analysts think CINF trades over the next 12 months.
$191.00 +18.4% upside Buy
Current$161.35 Low$177.00 Median$191.00 High$200.00 6 analysts
$177.00$200.00
Analyst rating Buy· 2.5/5 as of Oct 2, 2026
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
13 SEC filing reports analyzed · 1 bullish, 1 bearish, 1 mixed, 10 neutral · avg impact 2.9/10.
NEUTRAL8-K4/10
Cincinnati Financial filed an 8-K with two items: (1) an investor presentation posted on its website
Aug 25, 2026
NEUTRALPRESS-RELEASE2/10
Cincinnati Financial Corporation declared a regular quarterly cash dividend of $0.94 per share, paya
Aug 21, 2026
BEARISH8-K6/10
Cincinnati Financial reported Q2 2026 non-GAAP operating income of $1.43 per share, a 27% decline fr
Jul 27, 2026
MIXEDPRESS-RELEASE5/10
Cincinnati Financial reported Q2 2026 GAAP net income of $1.255B ($8.05/diluted share), up 83% YoY,
Jul 27, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: CINF — 0.4M shares, 23,714 trades
Week starting 2026-09-07. Total ATS volume: 424,314 shares across 23,714 trades.
Sep 2, 2026
other
The Cincinnati Insurance Company Chief Claims Officer Announces Retirement
CINCINNATI, Sept. 2, 2026 /PRNewswire/ -- Cincinnati Financial Corporation (Nasdaq: CINF) announced that Marc J. Schambow, CPCU, AIM, ASLI, chief clai
Aug 31, 2026
dark_pool
Dark Pool: CINF — 0.5M shares, 27,119 trades
Week starting 2026-08-31. Total ATS volume: 504,523 shares across 27,119 trades.
Aug 28, 2026
ftd
FTD: CINF — 8,306 shares ($1.4M) failed to deliver
Settlement: 20260828, Price: $172.52, FTD Value: $1,432,951.12, CINCINNATI FINANCIAL CORP
Aug 27, 2026
ftd
FTD: CINF — 5,585 shares ($1.0M) failed to deliver
Settlement: 20260827, Price: $172.38, FTD Value: $962,742.3, CINCINNATI FINANCIAL CORP
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $2.00 | $1.75–$2.55 | -29.9% | +5.6% | 3↑ 2↓ | $3.0B | 8 |
| Next Q | $2.93 | $2.73–$3.12 | -13.1% | +0.0% | 3↑ 4↓ | $3.1B | 7 |
| Current FY | $8.50 | $8.15–$9.36 | 7.0% | +0.7% | 0↑ 8↓ | $13.2B | 8 |
| Next FY | $9.06 | $8.65–$9.55 | 6.5% | +0.3% | 1↑ 6↓ | $12.6B | 8 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $1.997 | — |
| 7d ago | $1.890 | +0.107 |
| 30d ago | $1.890 | +0.107 |
| 60d ago | $1.904 | +0.093 |
| 90d ago | $1.888 | +0.109 |
Institutional ownership
Which big funds own CINF (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $16.9B total value (91,267,341 shares) as of 2026-Q2. Top holders: BlackRock,, VANGUARD, STATE. Net buying activity: 39 institutions added/increased vs 11 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BlackRock, Inc. | 12,610,089 | $2.3B | 13.8% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 10,124,435 | $1.9B | 11.1% | — |
| STATE STREET CORP | 8,539,606 | $1.6B | 9.4% | — |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 8,150,052 | $1.5B | 8.9% | — |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 5,482,870 | $1.0B | 6.0% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 4,210,819 | $776.5M | 4.6% | — |
| FIRST TRUST ADVISORS LP | 4,145,056 | $767.4M | 4.5% | ADD +97.0% |
| Invesco Ltd. | 2,671,164 | $494.5M | 2.9% | — |
| MORGAN STANLEY | 1,912,381 | $354.1M | 2.1% | — |
| BANK OF AMERICA CORP /DE/ | 1,879,069 | $347.9M | 2.1% | — |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| FIRST TRUST ADVISORS LP | ADD | 2,104,457 | 4,145,056 | +97.0% | $767.4M |
| NORGES BANK | NEW | — | 1,660,670 | — | $307.5M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | ADD | 903,028 | 1,214,615 | +34.5% | $224.9M |
| UBS Group AG | ADD | 795,925 | 1,050,678 | +32.0% | $194.5M |
| HSBC HOLDINGS PLC | ADD | 424,932 | 537,417 | +26.5% | $99.7M |
| JPMORGAN CHASE & CO | ADD | 389,445 | 524,356 | +34.6% | $97.6M |
| CAISSE DE DEPOT ET PLACEMENT DU QUEBEC | ADD | 399,546 | 521,801 | +30.6% | $96.6M |
| PFA Pension, Forsikringsaktieselskab | DOUBLED | 198,458 | 464,077 | +133.8% | $85.9M |
| CITIGROUP INC | ADD | 159,663 | 258,827 | +62.1% | $47.9M |
| Quantinno Capital Management LP | ADD | 169,373 | 229,555 | +35.5% | $42.5M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
14 insiders, 50 transactions. Net -$1.2M — $171.6K bought, $1.3M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 25, 2026 | Debbink Dirk J | Director | BUY | 1,000 | $171.64 | $171.6K |
| Aug 3, 2026 | Schiff Charles Odell | Director | SELL | 7,600 | $175.40 | $1.3M |
| Jun 8, 2026 | KELLINGTON JOHN S | EVP, Chief Info Off. -Sub | EXERCISE | 24,221 | $85.67 | $2.1M |
| Jun 8, 2026 | KELLINGTON JOHN S | EVP, Chief Info Off. -Sub | TAX W/H | 17,536 | $163.73 | $2.9M |
| May 28, 2026 | Fu Luyang | Sr. VP, Chief Actuary - Sub | EXERCISE | 774 | $85.67 | $66.3K |
| May 28, 2026 | Fu Luyang | Sr. VP, Chief Actuary - Sub | TAX W/H | 99 | $161.20 | $16.0K |
| May 11, 2026 | Schiff Charles Odell | Director | J | 27,122 | — | — |
| May 7, 2026 | Hogan Thomas Christopher | EVP/CLO & Corp Secretary | TAX W/H | 74 | $160.96 | $11.9K |
| May 7, 2026 | Hogan Thomas Christopher | EVP/CLO & Corp Secretary | EXERCISE | 487 | $70.70 | $34.4K |
| May 7, 2026 | Hogan Thomas Christopher | EVP/CLO & Corp Secretary | EXERCISE | 957 | $71.19 | $68.1K |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CINF.
Shares short
3,759,762
Settlement Sep 15, 2026
Change vs prior
+4.0%
Semi-monthly cycle
Days to cover
8.1
At avg daily volume
Of shares outstanding
≈2.5%
Estimate — not % of float
All CINF filing & press-release reports (13)
- 8-K reportAug 25, 2026
- PRESS-RELEASE reportAug 21, 2026
- 8-K reportJul 27, 2026
- PRESS-RELEASE reportJul 27, 2026
- 8-K reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJul 3, 2026
- COURT-RULING reportJun 27, 2026
- 8-K reportJun 16, 2026
- 8-K reportMay 19, 2026
- 8-K reportApr 27, 2026
- S-3 reportApr 22, 2026
- DEFA14A reportMar 18, 2026