Keybank National Association OH Sells 10,646 Shares of Cincinnati Financial Corporation $CINF

Keybank National Association OH decreased its stake in Cincinnati Financial Corporation (NASDAQ:CINF) by 5.1% in the 4th quarter, Holdings Channel.com reports. The fund owned 198,820 shares of the insurance provider’s stock after selling 10,646 shares during the quarter. Keybank National Association OH’s holdings in Cincinnati Financial were worth $32,471,000 as of its most recent SEC filing.

Several other hedge funds also recently modified their holdings of CINF. Raymond James Financial Inc. increased its position in Cincinnati Financial by 48.6% during the second quarter. Raymond James Financial Inc. now owns 803,665 shares of the insurance provider’s stock worth $119,682,000 after buying an additional 262,715 shares during the last quarter. Korea Investment CORP increased its position in Cincinnati Financial by 210.0% during the third quarter. Korea Investment CORP now owns 294,423 shares of the insurance provider’s stock worth $46,548,000 after buying an additional 199,437 shares during the last quarter. Goldman Sachs Group Inc. increased its position in Cincinnati Financial by 43.9% during the first quarter. Goldman Sachs Group Inc. now owns 567,894 shares of the insurance provider’s stock worth $83,889,000 after buying an additional 173,343 shares during the last quarter. Qube Research & Technologies Ltd increased its position in Cincinnati Financial by 3,892.6% during the third quarter. Qube Research & Technologies Ltd now owns 145,890 shares of the insurance provider’s stock worth $23,065,000 after buying an additional 142,236 shares during the last quarter. Finally, Danske Bank A S acquired a new position in Cincinnati Financial during the third quarter worth approximately $22,243,000. Institutional investors own 65.24% of the company’s stock.

Analysts Set New Price Targets

A number of equities analysts have weighed in on CINF shares. Roth Mkm boosted their price target on Cincinnati Financial from $175.00 to $190.00 and gave the stock a “buy” rating in a research report on Tuesday. Keefe, Bruyette & Woods boosted their price target on Cincinnati Financial from $190.00 to $191.00 and gave the stock an “outperform” rating in a research report on Wednesday. Bank of America lowered their price target on Cincinnati Financial from $178.00 to $177.00 and set a “buy” rating on the stock in a research report on Tuesday, April 14th. Wall Street Zen downgraded Cincinnati Financial from a “buy” rating to a “hold” rating in a research report on Sunday, February 8th. Finally, Weiss Ratings raised Cincinnati Financial from a “buy (b)” rating to a “buy (a-)” rating in a research report on Tuesday, April 21st. One analyst has rated the stock with a Strong Buy rating, three have given a Buy rating and one has given a Hold rating to the company. Based on data from MarketBeat, the stock presently has a consensus rating of “Buy” and an average target price of $178.75.

Key Stories Impacting Cincinnati Financial

Here are the key news stories impacting Cincinnati Financial this week:

• Positive Sentiment: Keefe, Bruyette & Woods raised its price target to $191 and kept an “outperform” rating, implying meaningful upside from current levels — a direct positive signal from a sell?side shop that can support buying interest. Article Title
• Positive Sentiment: Q1 results beat expectations: Cincinnati reported an EPS beat and revenue improvement driven by higher premiums, improved underwriting and net investment income — the fundamental driver behind today’s initial rally/interest. Article Title
• Positive Sentiment: Earnings?call takeaways highlighted a profit rebound and management commentary that likely reassured some investors on underwriting trends and investment performance. This supports the view that near?term fundamentals improved vs. last year. Article Title
• Neutral Sentiment: Full Q1 call/transcript coverage posted (Fool, Seeking Alpha) — useful for investors wanting color on reserve development, investment allocation and underwriting cadence but not new hard data. Article Title Article Title
• Neutral Sentiment: Analyst-oriented writeups (Zacks: key metrics vs. estimates) provide detail on where beats came from and which line items lagged — useful for modeling but not unequivocally bullish or bearish. Article Title
• Negative Sentiment: Critical analysis argues underlying profitability remains weak (ROE below cost of equity) and underwriting lags peers, making CINF more dependent on volatile investment returns — a narrative that can pressure valuation and prompt profit?taking. Article Title
• Negative Sentiment: Some outlets flagged that sales/revenue presentation was mixed or below certain analyst estimates despite the EPS beat, which can trigger short?term selling as investors reassess growth quality. Article Title

Cincinnati Financial Trading Down 1.1%

Shares of NASDAQ:CINF opened at $163.22 on Thursday. Cincinnati Financial Corporation has a 12-month low of $135.86 and a 12-month high of $174.27. The stock has a market cap of $25.41 billion, a PE ratio of 9.33, a P/E/G ratio of 4.37 and a beta of 0.63. The business has a 50 day moving average of $162.67 and a 200-day moving average of $162.48. The company has a quick ratio of 0.29, a current ratio of 0.29 and a debt-to-equity ratio of 0.06.

Cincinnati Financial (NASDAQ:CINF) last issued its quarterly earnings data on Monday, April 27th. The insurance provider reported $2.10 earnings per share (EPS) for the quarter, topping analysts’ consensus estimates of $1.93 by $0.17. Cincinnati Financial had a return on equity of 10.66% and a net margin of 21.33%.The company had revenue of $2.86 billion during the quarter, compared to analysts’ expectations of $2.60 billion. During the same quarter in the previous year, the company posted ($0.24) earnings per share. The business’s revenue was up 11.6% on a year-over-year basis. As a group, equities research analysts forecast that Cincinnati Financial Corporation will post 8.39 earnings per share for the current year.

Cincinnati Financial Increases Dividend

The company also recently disclosed a quarterly dividend, which was paid on Wednesday, April 15th. Stockholders of record on Tuesday, March 24th were issued a dividend of $0.94 per share. This is a boost from Cincinnati Financial’s previous quarterly dividend of $0.87. This represents a $3.76 dividend on an annualized basis and a dividend yield of 2.3%. The ex-dividend date was Tuesday, March 24th. Cincinnati Financial’s dividend payout ratio is presently 24.79%.

Cincinnati Financial Company Profile

Cincinnati Financial Corporation (NASDAQ: CINF) is an insurance holding company headquartered in the Cincinnati area of Ohio that provides property and casualty insurance products and related services. Founded as part of the Cincinnati Insurance group, the company operates through a set of insurance subsidiaries to underwrite and service policies for both personal and commercial customers. Cincinnati Financial is publicly traded and emphasizes underwriting discipline and long-term relationships with its distribution partners and policyholders.

The company’s core business centers on property and casualty insurance, including homeowners, automobile, commercial casualty, commercial multi-peril, and specialty commercial coverages.