Company Dossier · Financials
Cincinnati Financial
- S&P 500
- Russell 1000
What Cincinnati Financial is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $13.9 billion, up 20% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.40 billion, up 31% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.02 billion, about level with a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to December 31, 2025: $0.21 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.20 on a −1 to +1 scale (mixed), confidence 0.60 of 1.Palanor Discourse
- Latest annual report (filed February 23, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $1.2 million on the open market.SEC Form 4
- 957 institutional managers reported a position at June 30, 2026 (+32 on the quarter before).SEC Form 13F
Company Posture
How Company Posture is measured →What Cincinnati Financial is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Retrenching · Hedging
Expanding ↔ Retrenching
Retrenching
- Capital spending34th pct
- Debt raised—
- Buybacks vs capex6th pct
- Hiring filings42nd pct
- Deals and private raises48th pct
- Patent publications55th pct
Confident ↔ Hedging
Hedging
- Call sentiment21st pct
- Call confidence13th pct
- Guidance changes—
- Risk factors added75th pct
- Insider open-market trades45th pct
- − Call confidence
- − Call sentiment
- + Risk factors added
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver49th pct
- Stress filings49th pct
Credit
How these are built →No bond term sheets or tagged debt on file for Cincinnati Financial yet.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Sep 28, 20268-KMaterial agreement signedItem 1.01
- Jun 22, 20268-KDirector or officer changeItem 5.02
- Jun 16, 20268-KDirector or officer changeItem 5.02
- May 6, 20268-KShareholder vote resultsItem 5.07
- Feb 23, 202610-KAnnual report (10-K)0 risk factors added, 0 removed
- Jan 30, 20268-KDirector or officer changeItem 5.02
- Oct 10, 20258-KMaterial agreement signedItem 1.01
- Oct 10, 20258-KMaterial agreement terminatedItem 1.02
- Jun 24, 20258-KDirector or officer changeItem 5.02
- May 7, 20258-KShareholder vote resultsItem 5.07
- Feb 24, 202510-KAnnual report (10-K)1 risk factors added, 3 removed
- Jan 31, 20258-KDirector or officer changeItem 5.02
- Nov 15, 20248-KDirector or officer changeItem 5.02
- Feb 26, 202410-KAnnual report (10-K)0 risk factors added, 1 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| W. R. Berkley Corporation WRB | $14.9B | — | Jun 30, 2026 |
| Arch Capital Group ACGL | $19.2B | $6.1B | Jun 30, 2026 |
| Old Republic International ORI | $9.7B | — | Jun 30, 2026 |
| First American Financial Corporation FAF | $8.0B | $0.8B | Jun 30, 2026 |
| Hanover Insurance THG | $6.8B | $1.3B | Jun 30, 2026 |
| Travelers Companies (The) TRV | $48.9B | — | Sep 30, 2026 |
| Chubb Limited CB | $60.8B | — | Mar 31, 2026 |
| Allstate ALL | $70.1B | $12.3B | Jun 30, 2026 |