CINCINNATI FINANCIAL (CINF) SEC Filings

Cincinnati Financial Corp. Chairman Steven J. Johnston exercised 76,484 stock options on October 28, 2026, at an exercise price of $70.70 per share, acquiring 76,484 common shares. On the same date, 49,544 common shares were delivered or withheld for payment of exercise price or tax liability; the reported option balance afterward was zero. Johnston also held 190,675 phantom stock shares as of October 28, 2026, under the company's Top Hat Savings Plan. These shares are to be settled upon retirement or other termination of service.

Cincinnati Financial Corporation (CINF) reported third-quarter 2026 revenue of $3.047 billion, down from $3.726 billion a year earlier, and net income of $459 million, compared with $1.122 billion. Net investment gains and losses were $20 million, versus $853 million. The company said lower investment gains reduced revenue, partly offset by higher earned premiums and investment income. Catastrophe losses, mostly weather-related, were $146 million higher after taxes and contributed unfavorably to net income and property-casualty underwriting profit.

For the first nine months, revenue was $10.184 billion versus $9.540 billion, and net income was $1.988 billion versus $1.717 billion. Property-casualty underwriting profit was $337 million, compared with $123 million; the GAAP combined ratio was 95.8%, versus 98.4%. In January 2026, the board increased the regular quarterly dividend to $0.94 per share; dividends declared for the nine-month period increased 8% year over year.

Cincinnati Financial Corporation reported third-quarter 2026 net income of $459 million, or $2.96 per diluted share, versus $1.122 billion, or $7.11 per diluted share, a year earlier. Total revenues were $3.047 billion, down 18%. The stated $663 million net-income decrease included a $657 million after-tax decrease from net investment gains and a $41 million decrease from property casualty underwriting profit, partly offset by a $24 million increase in investment income. Non-GAAP operating income was $443 million, or $2.86 per diluted share, compared with $449 million, or $2.85 per diluted share.

For the first nine months, net income rose 16% to $1.988 billion and non-GAAP operating income rose 38% to $997 million; earned premiums increased 7% to $7.929 billion. Property casualty combined ratio was 90.9% for the quarter, up from 88.2%, while the nine-month ratio improved to 95.8% from 98.4%. Book value was $105.42 per share at September 30, 2026, up $3.07 since year-end 2025; the nine-month value creation ratio was 5.8%, compared with 13.8%.

Cincinnati Financial Corporation and subsidiary CFC Investment Company extended the expiration date of their credit agreement to October 10, 2031, a one-year extension of the prior expiration. The agreement names Fifth Third Bank, N.A. as Administrative Agent, Joint Lead Arranger and Sole Bookrunner; The Huntington National Bank as Joint Lead Arranger; and other lenders. All other terms and conditions remain unchanged and in full force and effect.

CINCINNATI FINANCIAL CORP (CINF) director Dirk J. Debbink reported an open-market or private purchase of 1,000 shares of common stock on 2026-08-25 at a price of $171.64 per share. The shares are held indirectly by a trust, bringing the trust-related beneficial holdings to 62,059.482 shares, a figure that reflects additional shares acquired through a quarterly dividend reinvestment plan.

Cincinnati Financial Corporation (CINF) expanded its share repurchase program, authorizing repurchases of up to an additional 15 million common shares, in addition to 15 million shares remaining under the existing authorization effective January 26, 2018; the authorization has no fixed expiration date. The company also shared updated investor information, including a five-year average Value Creation Ratio (VCR) of 13.8% for 2021–2025 and 2025 premiums of $9.983 billion. For second-quarter 2026, EPS was $8.05 versus $4.34 in 2Q25, with non-GAAP operating income of $224 million compared with $311 million. Investment income rose 12%, while property casualty net written premiums grew 3% and the combined ratio was 100.8%, up 5.9 points, including higher catastrophe losses. Year-to-date 2026 investment income grew 13% and net cash flow from operating activities totaled $1.356 billion, up 29%, supporting continued investment and capital management.

CINCINNATI FINANCIAL CORP (CINF) reports that its board of directors declared a regular quarterly cash dividend of $0.94 per share at its August 21, 2026 meeting. The dividend is payable on October 15, 2026 to shareholders of record as of September 23, 2026.

President and CEO Stephen M. Spray stated that financial strength supports executing plans for profitable growth in insurance operations and rewarding shareholders. This October payment completes 66 consecutive years of increasing annual cash dividends, a record the company believes is matched by only seven other publicly traded U.S. companies.

Cincinnati Financial Corp, an institutional investment manager, filed a Form 13F as a 13F Combination Report, indicating that some holdings are reported here and some by other managers. The report covers 56 portfolio positions with a total reported value of $5,232,201,412, rounded to the nearest dollar.

The report lists no other included managers, but identifies several other managers that also report for this manager, including The Cincinnati Insurance Company and related affiliates. The filing is signed by Chief Investment Officer Steven A. Soloria on August 4, 2026.

Cincinnati Financial director Charles Odell Schiff reported an indirect sale of 7,600 shares of common stock on August 3, 2026 by a charitable foundation at $175.4036 per share, leaving the foundation with 173,455 shares. He also reports 746,695 shares held directly and additional indirect holdings through family and trust accounts, some adjusted for dividend reinvestment.