Cincinnati Financial（CINF）株式概要
シンシナティ・ファイナンシャル・コーポレーションは米国で損害保険商品を提供している。 詳細
CINF Community Fair Values
Create NarrativeSee what 16 others think this stock is worth. Follow their fair value or set your own to get alerts.
Analyst Price Targets
Cincinnati Financial Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$166.42 |
| 52週高値 | US$174.27 |
| 52週安値 | US$143.37 |
| ベータ | 0.60 |
| 1ヶ月の変化 | -0.24% |
| 3ヶ月変化 | 0.21% |
| 1年変化 | 10.25% |
| 3年間の変化 | 59.36% |
| 5年間の変化 | 37.62% |
| IPOからの変化 | 4,693.96% |
最新ニュース
ナラティブの更新 • May 13
CINF: Steady Buybacks And New Assumptions Will Shape Future P/E Range
Narrative Update: Cincinnati Financial Cincinnati Financial's analyst price target has moved higher by about $6, as analysts factor in updated fair value estimates near $179, a slightly higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on Cincinnati Financial has focused on incremental adjustments to price targets, with a mix of small increases and small cuts over a relatively short period.Seeking Alpha • Apr 28
Cincinnati Financial: Not Much Bullish Following Q1 2026 Earnings
Summary Cincinnati Financial Corporation reported improved Q1 2026 results, but profitability remains structurally weak with ROE below the cost of equity. CINF’s underwriting profitability lags peers, making earnings more exposed to volatile investment income, especially due to its aggressive equity allocation. The stock trades at a premium valuation (1.6x book), which appears stretched given its high single-digit ROE and sector comparisons. Despite a strong dividend growth record, CINF’s relatively low yield and uncertain growth prospects limit its appeal for long-term investors. Read the full article on Seeking AlphaRecent updates
ナラティブの更新 • May 13
CINF: Steady Buybacks And New Assumptions Will Shape Future P/E Range
Narrative Update: Cincinnati Financial Cincinnati Financial's analyst price target has moved higher by about $6, as analysts factor in updated fair value estimates near $179, a slightly higher discount rate, lower revenue growth and profit margin assumptions, and a higher future P/E multiple. Analyst Commentary Recent Street research on Cincinnati Financial has focused on incremental adjustments to price targets, with a mix of small increases and small cuts over a relatively short period.Seeking Alpha • Apr 28
Cincinnati Financial: Not Much Bullish Following Q1 2026 Earnings
Summary Cincinnati Financial Corporation reported improved Q1 2026 results, but profitability remains structurally weak with ROE below the cost of equity. CINF’s underwriting profitability lags peers, making earnings more exposed to volatile investment income, especially due to its aggressive equity allocation. The stock trades at a premium valuation (1.6x book), which appears stretched given its high single-digit ROE and sector comparisons. Despite a strong dividend growth record, CINF’s relatively low yield and uncertain growth prospects limit its appeal for long-term investors. Read the full article on Seeking Alphaナラティブの更新 • Apr 25
CINF: Steady Buybacks And Higher Dividend Will Support Future P/E Assumptions
Analysts have lowered their price targets on Cincinnati Financial by $1, reflecting slightly adjusted assumptions around fair value, revenue growth, profit margin, and future P/E, while keeping the broader investment thesis intact. Analyst Commentary Recent Street research on Cincinnati Financial points to only a modest $1 trim in price targets, which suggests analysts are fine-tuning their models rather than rethinking the core story.ナラティブの更新 • Apr 10
CINF: Dividend Policy, Buybacks And P/E Expectations Will Shape Future Returns
Analysts have trimmed their price target on Cincinnati Financial by $1 to $173.50, citing updated assumptions around revenue growth, profit margins, and future P/E expectations. Analyst Commentary Analysts trimming the price target to $173.50 reflects a more measured view on how Cincinnati Financial might balance growth, profitability, and valuation from here.ナラティブの更新 • Mar 27
CINF: Pricing Pressures, Loss Costs And Dividend Increases Will Shape Returns
Analysts' price targets for Cincinnati Financial have shifted within a relatively tight range, with one firm raising its view to $191 from $180 while another trimmed its target to $180 from $186. This reflects differing read‑throughs on P&C pricing trends and loss cost pressures, even as valuation commentary remains measured.ナラティブの更新 • Mar 10
CINF: Pricing Pressures And Dividend Increases Will Shape Future Earnings Resilience
Analysts have nudged Cincinnati Financial's average price target higher to reflect a range of recent revisions, including a move to $191 from $180 and another to $180 from $186, citing mixed but still constructive views on P&C pricing trends and underwriter valuations. Analyst Commentary Recent research shows a split view on Cincinnati Financial, with some bullish analysts lifting their fair value estimates and others trimming them while still maintaining positive ratings.ナラティブの更新 • Feb 24
CINF: Pricing Pressures And Dividend Growth Will Shape Future Earnings Quality
Analysts have nudged their average price target on Cincinnati Financial slightly higher to $191 from $186. The small fair value adjustment reflects mixed views on P&C pricing trends, rising loss costs, and continuing supportive opinions on underwriter valuations.ナラティブの更新 • Feb 10
CINF: Pricing Headwinds And Dividend Progress Will Shape Earnings Quality
Analysts have nudged our fair value estimate for Cincinnati Financial up from $173.67 to $174.80. This reflects updated views on pricing trends in key P&C lines and current valuation assessments behind the recent Street price target revisions between $180 and $191.ナラティブの更新 • Jan 24
CINF: Q3 Execution And Buybacks Will Counter Sector Pricing Pressures In 2025
Narrative update The analyst price target for Cincinnati Financial has been adjusted slightly lower to align with a fair value estimate of about $173.67, as analysts weigh mixed recent Street targets and modest tweaks to assumptions around revenue growth, profit margins, and the future P/E multiple. Analyst Commentary Recent Street research around Cincinnati Financial reflects a mix of optimism on earnings power and valuation, alongside caution around sector level pricing and loss cost trends in property and casualty insurance.ナラティブの更新 • Jan 10
CINF: Calm Q3 And Share Buybacks Will Shape Balanced 2025 Outlook
Narrative Update The analyst price target for Cincinnati Financial has shifted modestly higher to US$174.67 from US$172.67 as analysts factor in updated Street research that includes a mix of target increases and trims, along with revised views on pricing conditions and earnings forecasts. Analyst Commentary Recent research around Cincinnati Financial shows a mix of optimism on execution and earnings power, paired with caution on pricing trends across property and casualty insurance lines.ナラティブの更新 • Dec 21
CINF: Calm Catastrophe Season And Q3 Beat Will Support Future Stability
Analysts modestly raised their price target on Cincinnati Financial to $186 from $184, citing stronger earnings flowing through updated models and a more favorable near term insurance backdrop following a relatively calm catastrophe season. Analyst Commentary Bullish analysts highlight that the recent Q3 earnings beat supports a higher valuation framework, with rising EPS forecasts giving greater confidence in the durability of Cincinnati Financial's profit trajectory.ナラティブの更新 • Dec 06
CINF: Calm Catastrophe Season And Q3 Beat Will Sustain Fair Value
Analysts have nudged their price target for Cincinnati Financial slightly higher to $186 from $184, reflecting improved earnings forecasts as stronger than expected Q3 results flow through models. A relatively calm catastrophe season supports more confident revenue growth assumptions, despite modestly lower profit margin expectations.ナラティブの更新 • Nov 22
CINF: Q3 Performance And Calm Weather Are Expected To Sustain Current Fair Value
Analysts have increased their price target for Cincinnati Financial, raising it from $171 to approximately $173 per share. They cite stronger-than-expected Q3 earnings and a stable macro environment as key drivers for the upward revision.ナラティブの更新 • Nov 05
CINF: Fair Value Supported By Q3 Results Despite Weather And Macro Risks Ahead
Cincinnati Financial's fair value price target has increased by $3.17 to $171.00. Analysts cite stronger-than-expected Q3 results and a stable macro environment in their updated projections.ナラティブの更新 • Oct 22
Analysts Lift Cincinnati Financial Price Target on Resilient Earnings and Lower Catastrophe Risks
Analysts have raised their price target for Cincinnati Financial by $3 to $167.83, supported by improved revenue growth forecasts and expectations for lower catastrophe losses. Analyst Commentary Recent adjustments to Cincinnati Financial's price targets reflect a generally optimistic outlook from equity analysts, bolstered by both favorable recent business developments and updated industry assumptions.ナラティブの更新 • Oct 08
Overvaluation Will Exacerbate Catastrophe Risks And Insurtech Pressures
Analysts have modestly raised their price target for Cincinnati Financial to $178 from $167, citing updated forecasts that factor in lower catastrophe loss ratios and greater reserve releases, even though premium growth has slowed. Analyst Commentary Recent updates from Street research highlight varying analyst perspectives on Cincinnati Financial's outlook, with both bullish and cautious views informing the revised price target.分析記事 • Sep 16
Cincinnati Financial Corporation's (NASDAQ:CINF) Share Price Is Matching Sentiment Around Its Earnings
Cincinnati Financial Corporation's ( NASDAQ:CINF ) price-to-earnings (or "P/E") ratio of 13.3x might make it look like...Seeking Alpha • Jan 23
Cincinnati Financial: This Dividend King Is Still Buyable Now
Summary Cincinnati Financial has established itself as one of the most reliable dividend growth stocks in the investment universe. The property and casualty insurer continues to have a future full of growth ahead of itself. CINF enjoys investment-grade credit ratings from the major rating agencies. Shares could be priced 13% below fair value. If it matches growth expectations and returns to fair value, CINF could post nearly 30% cumulative total returns by the end of 2026. Read the full article on Seeking AlphaSeeking Alpha • Dec 26
Revisiting Cincinnati Financial: A Unique Investment Strategy For A Fairly-Valued Steady Dividend Aristocrat
Summary Cincinnati Financial's stock has surged 30.4% since April 2024, driven by strong Q3 results and a unique equity portfolio strategy. The company reported Q3 diluted EPS of $5.2, with a combined ratio of 97.4%, despite higher catastrophe losses and inflationary pressures. Investment income grew 15% in Q3 2024, with a year-to-date increase of 13%, driven by a robust equity portfolio and stable fixed-income yields. Cincinnati Financial is fairly valued at $145 per share, with a book value per share of $88.32, suggesting a solid hold for current shareholders. Read the full article on Seeking AlphaSeeking Alpha • Nov 02
Cincinnati Financial: Improved Results Are Reflected In Valuation (Rating Downgrade)
Summary CINF delivered solid Q3 results, even as catastrophe losses increased. Underwriting results are now in keeping with long-term expectations, though faster personal lines growth is a headwind. Its investment portfolio has benefitted from higher rates and the rise in the equity market, boosting fair value. After its rally, shares are now in-line with fair value, leading me to reduce my rating to a hold. Read the full article on Seeking AlphaSeeking Alpha • Oct 08
Cincinnati Financial: Don't Miss Out On This Dividend Aristocrat Now
Summary Since my previous article in June, Cincinnati Financial has nearly quadrupled the total returns of the S&P 500 index. The property and casualty insurer's net written premiums are surging higher thanks to more insurance agencies selling its products and rising market share. The Company boasts one of the lengthiest dividend growth streaks among publicly traded U.S. companies. The insurer appears to be trading at a 13% discount to fair value. CINF could be set up to generate 27% cumulative total returns through 2026. Read the full article on Seeking Alpha
新しいナラティブ • Aug 20
Calculated Moves In Insurance Market Forge Path For Growth And Stability
Emphasis on agent relationships and responsive strategies in tough markets aims to boost customer loyalty, retention, and revenue growth.Seeking Alpha • Jun 14
Cincinnati Financial: This Quality Dividend Grower Remains On Sale
Summary Cincinnati Financial's feat of 63 years and counting of dividend growth is something that I can't fully fathom. The company thrived in every key operating metric in the first quarter. The property and casualty insurer's financial position and manageable dividend payout ratio should keep dividend growth alive and well for the foreseeable future. Shares of CINF could be priced 13% below fair value. The P&C insurer looks to be primed to deliver 35% cumulative total returns by the end of 2026. Read the full article on Seeking Alpha株主還元
| CINF | US Insurance | US 市場 | |
|---|---|---|---|
| 7D | 1.9% | 0.9% | -0.3% |
| 1Y | 10.2% | -10.8% | 24.1% |
業界別リターン: CINF過去 1 年間で-10.8 % の収益を上げたUS Insurance業界を上回りました。
リターン対市場: CINFは、過去 1 年間で24.1 % のリターンを上げたUS市場を下回りました。
価格変動
| CINF volatility | |
|---|---|
| CINF Average Weekly Movement | 2.7% |
| Insurance Industry Average Movement | 4.3% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.2% |
安定した株価: CINF 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: CINFの 週次ボラティリティ ( 3% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1950 | 5,705 | Steve Spray | www.cinfin.com |
シンシナティ・ファイナンシャル・コーポレーションは米国で損害保険商品を提供している。同社は5つのセグメントで事業を展開している：すなわち、コマーシャルライン保険、パーソナルライン保険、エクセス＆サープラスライン保険、生命保険、投資である。コマーシャルライン保険部門は、商業用傷害保険、損害保険、商業用自動車保険、労災保険を提供している。この部門はまた、契約保証、商業保証、信用保証、経営者賠償責任、機械設備保険商品も提供している。個人向け損害保険部門は個人向け自動車保険、住宅所有者保険、その他個人向け火災保険、内航海運保険、個人賠償責任保険、水上バイク保険などを提供している。エクセス＆サープラス・ライン保険部門は、事業所内で発生した事故や事業活動から生じた事故（製品による負傷など）による第三者賠償責任を補償する商業用損害保険、その他、雑損事故、専門職賠償責任、超過賠償責任から成る保険、火災、風災、ひょう災、水災、盗難、破壊行為など様々な原因による損失や損害から建物、在庫、設備、事業収入を保証する商業用不動産保険を提供している。生命保険部門は、定期生命保険、ユニバーサル生命保険、事業所保険、終身保険、および年金商品を提供している。投資部門は、課税・非課税債券、償還可能優先株を含む固定満期投資、および普通株と非償還優先株から成る株式投資を行っている。同社はまた、商業リースおよび融資サービス、保険仲介サービスも提供している。同社は1950年に設立され、オハイオ州フェアフィールドに本社を置く。
Cincinnati Financial Corporation 基礎のまとめ
| CINF 基礎統計学 | |
|---|---|
| 時価総額 | US$25.74b |
| 収益（TTM） | US$2.76b |
| 売上高(TTM) | US$12.93b |
9.3x
PER（株価収益率2.0x
P/SレシオCINF は割高か？
公正価値と評価分析を参照収益と収入
| CINF 損益計算書（TTM） | |
|---|---|
| 収益 | US$12.93b |
| 売上原価 | US$9.32b |
| 売上総利益 | US$3.61b |
| その他の費用 | US$855.00m |
| 収益 | US$2.76b |
直近の収益報告
Mar 31, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 17.82 |
| グロス・マージン | 27.94% |
| 純利益率 | 21.33% |
| 有利子負債／自己資本比率 | 5.2% |
CINF の長期的なパフォーマンスは？
過去の実績と比較を見る| Cincinnati Financial 配当日 | |
|---|---|
| 配当落ち日 | Jun 23 2026 |
| 配当支払日 | Jul 15 2026 |
| 配当落ちまでの日数 | 35 days |
| 配当支払日までの日数 | 57 days |
CINF 配当は確実ですか？
CINF 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/18 12:32 |
| 終値 | 2026/05/15 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Cincinnati Financial Corporation 6 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。17
| アナリスト | 機関 |
|---|---|
| Michael Zaremski | BMO Capital Markets Equity Research |
| Joshua Shanker | BofA Global Research |
| Robert Farnam | Brean Capital Historical (Janney Montgomery) |