Welcome to our dedicated page for Cincinnati Finl SEC filings (Ticker: CINF), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Cincinnati Financial Corporation filings document the disclosure record of an Ohio insurance holding company with property casualty, life insurance, annuity, surplus lines and investment operations. Form 8-K reports furnish earnings releases, supplemental financial data, dividend announcements, Regulation FD investor presentations and officer appointment disclosures.
The company's proxy and shareholder-vote filings cover director elections, executive compensation votes, auditor ratification, articles of incorporation matters and shareholder proposals. Its formal disclosures also address operating results, property casualty underwriting measures, investment income, capital management, governance, board structure and executive compensation.
CINCINNATI FINANCIAL CORP executive John S. Kellington, EVP and Chief Information Officer – Subsidiaries, exercised stock options and settled related taxes in shares. He exercised options for 24,221 shares of Common Stock at $85.67 per share and 17,536 shares were disposed of at $163.73 per share to cover tax obligations. After these transactions, he directly owns 127,051.658 shares of Common Stock, indicating this was primarily a compensation-related option exercise with tax-withholding rather than an open-market trade.
CINCINNATI FINANCIAL CORP senior vice president and chief actuary Luyang Fu reported routine equity compensation activity. On May 28, 2026, Fu exercised stock options to acquire 774 shares of Common Stock at $85.67 per share and delivered 99 shares at $161.20 per share to cover tax obligations.
After these transactions, Fu directly holds 11,345.127 shares of Common Stock, plus 1,020.36 shares indirectly through the company 401(k) plan and 2,468.6 phantom stock units under the Top Hat Savings Plan, which are to be settled at retirement or other termination of service.
Cincinnati Financial Corporation shares an investor presentation outlining recent performance and long-term targets. For first-quarter 2026, EPS was $1.75 per share versus a loss of $0.57 in 1Q25, and non-GAAP operating income reached $330 million compared with a $37 million loss.
Property casualty net written premiums grew 7% and the combined ratio improved to 95.6%, 17.7 percentage points better than 1Q25, largely from lower catastrophe losses and better underlying results. Investment income rose 14%, with interest income up 12% and dividend income up 13%.
The company targets an average Value Creation Ratio of 10% to 13% over the next five years; the VCR averaged 13.8% from 2021 through 2025 but was 0.2% in 1Q26. Management highlights 65 consecutive years of dividend increases, $9.983 billion of 2025 premiums, a $31.163 billion investment portfolio at March 31, 2026, and low leverage with 4.9% debt-to-total-capital.
CINCINNATI FINANCIAL CORP director Charles Odell Schiff reported trust-related changes in his indirect holdings of common stock. The Form 4 shows an "other" code J transaction for 27,122 shares involving a grandchildren's irrevocable trust, described as a distribution of shares made without consideration from a family trust where he serves as co-trustee.
The filing also updates indirect holdings held by his spouse, children and a charitable foundation, plus a direct holding of 746,695 common shares, reflecting totals after these trust and dividend reinvestment adjustments. The footnotes state he is enrolled in quarterly dividend reinvestment, and beneficially owned shares were adjusted for purchases through that plan.
Cincinnati Financial Corp executive Thomas Christopher Hogan reported routine equity compensation activity. On May 7, 2026, he exercised stock options to acquire a total of 1,444 shares of common stock at exercise prices of $70.70 and $71.19 per share. To cover tax obligations, 219 shares were disposed of as a tax-withholding disposition at $160.96 per share, rather than through an open-market sale. Following these transactions, he directly holds 18,706.4185 common shares and indirectly holds 1,137 shares through the company 401(k) plan.
Cincinnati Financial Corp filed a Form 13F-HR reporting holdings across 55 positions with a total market value of $4,963,602,014. The report is a 13F Combination Report signed by Chief Investment Officer Steven A. Soloria on 05-06-2026.
CINCINNATI FINANCIAL CORP senior vice president and subsidiary COO Roger A. Brown exercised stock options and made related share transfers. He exercised options to acquire 6,900 shares of common stock at $71.19 per share and had 4,685 shares withheld at a price of $159.88 per share to cover tax or exercise obligations. Brown also made a bona fide gift of 2,500 shares of common stock. After these transactions, he directly owned 61,813 common shares and retained 2,414 stock options, and an additional 14,838.527 shares were held indirectly by his children through dividend reinvestment.
Cincinnati Financial Corporation reported results from its May 2, 2026 annual meeting and a new dividend declaration. Shareholders elected all 14 director nominees to one-year terms and approved the Amended and Restated Articles of Incorporation, an advisory vote on executive compensation, and the selection of Deloitte & Touche LLP as independent registered public accounting firm for 2026. A shareholder proposal seeking special meeting rights did not receive majority support.
The board also declared a regular quarterly cash dividend of $0.94 per share, payable July 15, 2026 to shareholders of record on June 23, 2026. At the meeting, 136,442,111 shares were represented out of 155,686,200 total outstanding shares as of the record date.
Cincinnati Financial Corporation CFO Michael J. Sewell reported an option exercise and related tax withholding. He exercised stock options for 36,909 shares of Common Stock at $70.70 per share and, in a separate transaction coded "F," 8,822 Common shares at $163.54 per share were disposed of to cover exercise price or tax liabilities. Following these non-derivative transactions, he directly held 140,010 Common shares. Sewell also reported 14,476 underlying shares tied to Phantom Stock Shares acquired under the company's Top Hat Savings Plan, an Excess Benefits Plan to be settled at retirement or other termination of service.