Cincinnati Financial Corporation $CINF Shares Acquired by National Pension Service

Posted by Stanley Muller on Sep 11th, 2026

National Pension Service increased its stake in Cincinnati Financial Corporation (NASDAQ:CINF – Free Report) by 394.1% during the 2nd quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission. The institutional investor owned 1,280,676 shares of the insurance provider’s stock after acquiring an additional 1,021,465 shares during the period. National Pension Service’s holdings in Cincinnati Financial were worth $237,104,000 at the end of the most recent reporting period.

Other hedge funds and other institutional investors have also recently bought and sold shares of the company. California State Teachers Retirement System increased its holdings in Cincinnati Financial by 20,126.7% during the 2nd quarter. California State Teachers Retirement System now owns 41,788,505 shares of the insurance provider’s stock worth $7,736,724,000 after purchasing an additional 41,581,904 shares during the period. State Street Corp raised its position in Cincinnati Financial by 0.3% in the 3rd quarter. State Street Corp now owns 8,542,265 shares of the insurance provider’s stock valued at $1,357,825,000 after purchasing an additional 26,475 shares in the last quarter. Charles Schwab Investment Management Inc. raised its position in Cincinnati Financial by 1.5% in the 4th quarter. Charles Schwab Investment Management Inc. now owns 6,632,071 shares of the insurance provider’s stock valued at $1,083,151,000 after purchasing an additional 97,761 shares in the last quarter. Geode Capital Management LLC boosted its stake in shares of Cincinnati Financial by 0.6% in the 4th quarter. Geode Capital Management LLC now owns 4,125,979 shares of the insurance provider’s stock valued at $671,265,000 after buying an additional 25,888 shares during the period. Finally, First Trust Advisors LP boosted its stake in shares of Cincinnati Financial by 59.4% in the 1st quarter. First Trust Advisors LP now owns 2,104,457 shares of the insurance provider’s stock valued at $331,136,000 after buying an additional 784,584 shares during the period. 65.24% of the stock is currently owned by hedge funds and other institutional investors.

Cincinnati Financial Stock Performance

Shares of Cincinnati Financial stock opened at $169.59 on Friday. The company has a quick ratio of 0.31, a current ratio of 0.31 and a debt-to-equity ratio of 0.05. Cincinnati Financial Corporation has a 52 week low of $150.00 and a 52 week high of $194.81. The firm’s 50 day moving average is $176.05 and its two-hundred day moving average is $169.13. The firm has a market capitalization of $26.03 billion, a P/E ratio of 8.00, a P/E/G ratio of 3.54 and a beta of 0.53.

Cincinnati Financial (NASDAQ:CINF – Get Free Report) last issued its earnings results on Monday, July 27th. The insurance provider reported $1.43 earnings per share (EPS) for the quarter, missing the consensus estimate of $1.82 by ($0.39). The company had revenue of $4.27 billion during the quarter, compared to analyst estimates of $2.71 billion. Cincinnati Financial had a net margin of 23.84% and a return on equity of 9.63%. During the same quarter in the previous year, the company posted $1.97 EPS. Research analysts forecast that Cincinnati Financial Corporation will post 8.31 EPS for the current fiscal year.

Cincinnati Financial Announces Dividend

The company also recently disclosed a quarterly dividend, which will be paid on Thursday, October 15th. Shareholders of record on Wednesday, September 23rd will be issued a dividend of $0.94 per share. The ex-dividend date of this dividend is Wednesday, September 23rd. This represents a $3.76 annualized dividend and a dividend yield of 2.2%. Cincinnati Financial’s dividend payout ratio (DPR) is presently 17.74%.

Analysts Set New Price Targets

CINF has been the topic of a number of recent research reports. Piper Sandler upped their target price on shares of Cincinnati Financial from $175.00 to $197.00 and gave the stock a “neutral” rating in a research note on Wednesday, July 15th. Bank of America downgraded shares of Cincinnati Financial from a “buy” rating to a “neutral” rating and decreased their price target for the stock from $197.00 to $193.00 in a research note on Thursday, July 30th. Keefe, Bruyette & Woods lowered their price target on shares of Cincinnati Financial from $201.00 to $190.00 and set a “market perform” rating for the company in a report on Wednesday, August 5th. Weiss Ratings downgraded shares of Cincinnati Financial from a “buy (a)” rating to a “buy (a-)” rating in a research report on Friday, August 21st. Finally, Atlantic Securities set a $197.00 price objective on shares of Cincinnati Financial in a report on Wednesday, July 15th. One analyst has rated the stock with a Strong Buy rating, one has issued a Buy rating and three have assigned a Hold rating to the company. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $195.40.

Check Out Our Latest Stock Analysis on Cincinnati Financial

Insider Buying and Selling at Cincinnati Financial

In other news, Director Dirk Debbink bought 1,000 shares of Cincinnati Financial stock in a transaction dated Tuesday, August 25th. The stock was acquired at an average cost of $171.64 per share, with a total value of $171,640.00. Following the acquisition, the director owned 62,059 shares of the company’s stock, valued at approximately $10,651,806.76. This trade represents a 1.64% increase in their ownership of the stock. The acquisition was disclosed in a legal filing with the SEC, which is accessible through this link. Insiders own 2.94% of the company’s stock.

Cincinnati Financial Profile

(Free Report)

Cincinnati Financial Corporation is an insurance holding company headquartered in Fairfield, Ohio. Founded in 1950 by four independent insurance agents, the company markets its products primarily through a network of independent agencies.

Its principal business is property and casualty insurance, including commercial coverage for businesses, workers’ compensation, commercial auto, homeowners insurance, personal auto insurance and other personal lines. The company also offers excess and surplus lines coverage for specialized or higher-risk exposures.