CINCINNATI FINANCIAL CORPORATION
At today's price, CINCINNATI FINANCIAL CORPORATION (CINF) is priced for 13.4% return on equity. boothcheck doesn't publish a fair value or a price target; it shows what the price assumes, so you can judge whether that bar is too high. Built from SEC EDGAR filings.
- Cincinnati Financial's moat is its independent-agency network and a 65-year streak of dividend increases, a record only a handful of US companies hold. The Q1 2026 dividend rose 8% to $0.94 per share. - The combined ratio swung from 113.3% a year ago to 95.6% as catastrophe losses normalized, lifting Q1 net income to $274 million from a loss, with the underlying accident-year combined ratio before catastrophes at a healthy 87.5%.
Is CINF overvalued? See what's priced in →
894 institutional managers reported holding CINF in 13F filings for the quarter ended 2026-03-31. Together they hold about 68% of the company; the top 10 hold 38%. 85 opened new positions that quarter. Held by Vanguard Group, BlackRock, State Street, among others. On the short side, 3.2M shares were sold short as of the 2026-06-15 count, about 2% of shares outstanding (4.6 days of typical volume to cover).
Quarterly 13F filings arrive up to 45 days after quarter end, so the picture is never current (filed through 2026-05-29). Nothing here is investment advice.
CINF has cut its share count 3.6% over the past five years, spending $1.10B on repurchases. It pays a dividend, and has paid one every year in our records (17 and counting), raised 7 years straight; the current rate is $3.48 a share annually. Cash returned over the past three years: $1.38B in dividends and $511.00M in repurchases.
Share counts are split-adjusted; repurchase totals are gross of share issuance. Nothing here is investment advice.
Open-market insider buys at CINF over the trailing three years: 2023: 3 buys totaling $411k; 2024: 3 buys totaling $494k; 2025: 3 buys totaling $313k; 2026: 1 buy totaling $163k. 32 officers and directors are on file.
Code P open-market purchases from SEC Form 4 filings, non-derivative, excluding scheduled 10b5-1 plans. Nothing here is investment advice.
CINF's recent reports: the day-one move, then what the following quarter actually did.
| report | day one | next quarter |
|---|---|---|
| 2023-07-28 | +5.8% | -6.7% |
| 2023-10-27 | -0.8% | +6.0% |
| 2024-02-27 | -4.2% | +2.1% |
| 2024-04-26 | -7.5% | +6.5% |
Day-one is the close-to-close move around the filing. Nothing here is investment advice.
CINF's latest 8-K filings: 2026-06-22 (items 5.02, 7.01, 9.01); 2026-06-16 (items 5.02, 7.01, 9.01); 2026-05-19 (items 7.01, 9.01); 2026-05-06 (items 5.07, 7.01, 9.01); 2026-04-27 (items 2.02, 9.01).
Item codes are the SEC's own classification of what each report discloses. Nothing here is investment advice.
Last analyzed: June 27, 2026
Each week boothcheck ranks the stocks whose prices are betting on the most. Read the most stretched bets archive →
boothcheck is also on Android. Get the app on Google Play →
For informational and research purposes only. Not investment advice. Not a recommendation to buy, sell, or hold any security. boothcheck is not a registered investment adviser. Past performance does not guarantee future results.