Zacks Research Equities Analysts Increase Earnings Estimates for Cincinnati Financial Co. (NASDAQ:CINF)

Cincinnati Financial Co. (NASDAQ:CINF) – Analysts at Zacks Research raised their Q1 2026 earnings estimates for Cincinnati Financial in a research report issued on Thursday, April 18th. Zacks Research analyst T. De now expects that the insurance provider will post earnings per share of $1.63 for the quarter, up from their prior forecast of $1.58. The consensus estimate for Cincinnati Financial’s current full-year earnings is $6.33 per share.

Cincinnati Financial (NASDAQ:CINF) last released its earnings results on Wednesday, February 7th. The insurance provider reported $2.28 earnings per share for the quarter, topping analysts’ consensus estimates of $1.95 by $0.33. The firm had revenue of $3.36 billion during the quarter, compared to analyst estimates of $2.02 billion. Cincinnati Financial had a net margin of 18.41% and a return on equity of 8.56%. The business’s revenue was up 7.7% on a year-over-year basis. During the same quarter in the previous year, the business earned $1.27 EPS.

A number of other research analysts have also commented on the company. Keefe, Bruyette & Woods upped their price target on Cincinnati Financial from $136.00 to $143.00 and gave the stock an “outperform” rating in a report on Wednesday, April 10th. Citigroup upped their target price on shares of Cincinnati Financial from $120.00 to $126.00 and gave the company a “neutral” rating in a research note on Tuesday, April 16th. TheStreet upgraded shares of Cincinnati Financial from a “c+” rating to a “b” rating in a research report on Tuesday, February 6th. Piper Sandler reaffirmed a “neutral” rating and set a $116.00 price objective on shares of Cincinnati Financial in a research report on Monday, April 1st. Finally, BMO Capital Markets upgraded shares of Cincinnati Financial from a “market perform” rating to an “outperform” rating and increased their target price for the company from $125.00 to $135.00 in a research note on Monday, March 25th. Five investment analysts have rated the stock with a hold rating and three have issued a buy rating to the company. According to MarketBeat.com, the stock has a consensus rating of “Hold” and an average target price of $123.57.

Cincinnati Financial Price Performance

NASDAQ CINF opened at $119.95 on Monday. The stock has a 50-day simple moving average of $116.99 and a 200 day simple moving average of $108.60. Cincinnati Financial has a twelve month low of $95.01 and a twelve month high of $124.35. The stock has a market capitalization of $18.79 billion, a PE ratio of 10.28, a P/E/G ratio of 2.46 and a beta of 0.63. The company has a debt-to-equity ratio of 0.07, a quick ratio of 0.27 and a current ratio of 0.27.

Cincinnati Financial Increases Dividend

The company also recently declared a quarterly dividend, which was paid on Monday, April 15th. Shareholders of record on Tuesday, March 19th were given a $0.81 dividend. The ex-dividend date of this dividend was Monday, March 18th. This is a positive change from Cincinnati Financial’s previous quarterly dividend of $0.75. This represents a $3.24 dividend on an annualized basis and a yield of 2.70%. Cincinnati Financial’s payout ratio is 27.76%.

Institutional Investors Weigh In On Cincinnati Financial

Hedge funds and other institutional investors have recently bought and sold shares of the business. Assetmark Inc. grew its holdings in shares of Cincinnati Financial by 252.2% during the fourth quarter. Assetmark Inc. now owns 243 shares of the insurance provider’s stock worth $25,000 after purchasing an additional 174 shares during the last quarter. Criterion Capital Advisors LLC bought a new stake in Cincinnati Financial during the 4th quarter worth about $27,000. Providence Capital Advisors LLC increased its position in Cincinnati Financial by 11,107.1% in the 1st quarter. Providence Capital Advisors LLC now owns 3,138 shares of the insurance provider’s stock valued at $28,000 after acquiring an additional 3,110 shares in the last quarter. BKM Wealth Management LLC bought a new position in shares of Cincinnati Financial in the fourth quarter worth about $31,000. Finally, Raleigh Capital Management Inc. bought a new position in Cincinnati Financial in the 4th quarter worth approximately $31,000. 65.24% of the stock is owned by institutional investors and hedge funds.

About Cincinnati Financial

Cincinnati Financial Corporation, together with its subsidiaries, provides property casualty insurance products in the United States. It operates through five segments: Commercial Lines Insurance, Personal Lines Insurance, Excess and Surplus Lines Insurance, Life Insurance, and Investments. The Commercial Lines Insurance segment offers coverage for commercial casualty, commercial property, commercial auto, and workers' compensation.