Travelers Loses Ohio Asbestos Occurrence Ruling
An Ohio appellate court ruled against Travelers in a $6 million coverage dispute with Copeland Corporation regarding asbestos claims. The court determined that Ohio law governs the policies and that each individual asbestos exposure constitutes a separate occurrence, rather than a single event as argued by Travelers. This decision significantly increases Copeland's potential coverage from $3 million to up to $9 million across three policies.
Progressive (PGR) Reports Increase in January Net Premiums Writt
Progressive (PGR) reported a significant increase in net premiums written to $6.74 billion and net premiums earned to $6.92 billion for January. The company projects a rise in GAAP EPS to $1.98, while pretax net realized gains on securities are expected to decline by 6%. Despite some insider selling, Progressive's financial health is strong with robust revenue growth, a healthy balance sheet, and attractive valuation metrics, suggesting a stable outlook for the leading auto insurer.
Safety Insurance Group declares $0.92 quarterly dividend
Safety Insurance Group (NASDAQ:SAFT) announced a quarterly cash dividend of $0.92 per share payable on March 13, 2026, to shareholders of record by March 2, 2026. The Massachusetts-based property and casualty insurer also plans to release its Q4 and year-end 2025 financial results on February 25, 2026, and will hold its 2026 Annual Meeting of Shareholders on May 13, 2026.
Why Markel is elevating a London risk expert to steer its international bets
Markel Insurance has appointed Colin Wildey as Chief Risk Officer for Markel International, effective February 17, 2026, pending regulatory approval. Wildey, who previously served as Head of Risk since 2022, will focus on strengthening risk-informed decision-making and integrating risk thinking across various departments. This internal promotion highlights Markel's ongoing strategy to enhance its risk leadership and organizational capabilities, following solid 2025 financial results.
ABN Amro Investment Solutions Has $4.60 Million Stock Holdings in Cincinnati Financial Corporation $CINF
ABN Amro Investment Solutions trimmed its stake in Cincinnati Financial (NASDAQ:CINF) by 31.6%, reducing its holdings to $4.60 million, while other major institutions increased their positions. Cincinnati Financial surpassed earnings and revenue expectations in its latest quarterly report and raised its quarterly dividend to $0.94, with analysts assigning a "Moderate Buy" rating and an average price target of $174.33. The company's stock currently has a market capitalization of $25.40 billion and a P/E ratio of 10.73.
Dirk Debbink buys Cincinnati Financial (CINF) shares worth $162,580 By Investing.com
Dirk J. Debbink, a director at Cincinnati Financial Corp (NASDAQ:CINF), purchased 1,000 shares of common stock for $162.58 each, totaling $162,580. This transaction increases his direct ownership to 60,559.624 shares. The purchase follows strong Q4 2025 earnings for Cincinnati Financial, which surpassed EPS expectations, although the stock experienced a post-market decline potentially due to broader market dynamics.
Dirk Debbink buys Cincinnati Financial (CINF) shares worth $162,580
Dirk J. Debbink, a director at Cincinnati Financial Corp (CINF), purchased 1,000 shares of the company's common stock for $162,580 on February 11, 2026. This transaction increased his direct ownership to 60,559.624 shares. The purchase follows strong Q4 2025 earnings for Cincinnati Financial, which surpassed analyst expectations, although the stock experienced a post-market decline due to broader market dynamics.
Cincinnati Financial (CINF) Is Down 5.7% After Resilient Q4 Earnings And Record Cat Losses - What's Changed
Cincinnati Financial (CINF) reported resilient Q4 2025 earnings despite record catastrophe losses, with revenue rising to US$3,091 million and net income to US$676 million. The company renewed key reinsurance treaties on improved terms, which is expected to limit the impact of future large events. Analysts forecast continued revenue growth and a fair value of $174.80 for CINF, representing a 7% upside.
Cincinnati Financial: How a Quiet Insurer Is Turning Data, Discipline, and Distribution Into a Competitive Edge
Cincinnati Financial is presented as a quiet but powerful insurance platform that leverages data, agency reach, and disciplined underwriting. The article details its integrated product ecosystem, agent-centric design, and strategic investments in technology to navigate rising catastrophe losses and evolving client demands. It also compares Cincinnati Financial's offerings to competitors like Travelers, The Hartford, and Chubb, highlighting its competitive advantages in distribution, underwriting culture, and long-term orientation, which collectively influence its stock valuation.
Cincinnati Financial (CINF) Is Down 5.7% After Resilient Q4 Earnings And Record Cat Losses - What's Changed
Cincinnati Financial (CINF) recently reported resilient Q4 2025 earnings, with revenue rising to US$3,091 million and net income to US$676 million, despite facing its largest catastrophe loss in history. The insurer renewed key reinsurance treaties on improved terms, underscoring its business model's resilience. However, the article notes that rising catastrophe severity remains a key risk that could pressure future margins, and explores different fair value estimates for the stock.
Fund Update: 81,304 ARES MANAGEMENT (ARES) shares added to CINCINNATI FINANCIAL CORP portfolio
CINCINNATI FINANCIAL CORP has increased its stake in ARES MANAGEMENT (ARES) by 81,304 shares, as per a recent SEC filing for the 12-31-2025 report period. The article also details significant hedge fund activity, insider trading, congressional stock trading, and analyst ratings for ARES MANAGEMENT, including multiple "Buy" and "Outperform" ratings and various price targets.
Fund Update: New $47.5M $LRCX stock position opened by CINCINNATI FINANCIAL CORP
CINCINNATI FINANCIAL CORP has opened a new $47.5 million position in Lam Research Corporation ($LRCX) stock, as revealed in a recent SEC 13F filing for the 12-31-2025 report period. This move comes amidst significant institutional investor activity in $LRCX, with 1,073 institutions adding shares and 945 decreasing positions in the last quarter. Notably, insiders have primarily been selling $LRCX stock, while Congressional members have also engaged in both purchases and sales.
Fund Update: 81,304 ARES MANAGEMENT (ARES) shares added to CINCINNATI FINANCIAL CORP portfolio
CINCINNATI FINANCIAL CORP has increased its holdings in Ares Management (ARES) by 81,304 shares as of the 12-31-2025 report period. The article also details significant hedge fund activity, insider trading, congressional trades, and recent analyst ratings and price targets for ARES.
Fund Update: 109,483 MICROCHIP TECHNOLOGY (MCHP) shares added to CINCINNATI INSURANCE CO portfolio
CINCINNATI INSURANCE CO has added 109,483 shares of MICROCHIP TECHNOLOGY (MCHP) to its portfolio, as reported in a recent SEC 13F filing for the 12-31-2025 report period. This article also details significant institutional investor activity, insider trading, government contracts awarded to Microchip Technology, and recent analyst ratings and price targets for the company's stock.
Cincinnati Financial Corporation (NASDAQ:CINF) Q4 2025 Earnings Call Transcript
Cincinnati Financial Corporation (NASDAQ:CINF) reported strong Q4 and full-year 2025 earnings, with net income up 4% for the full year and 67% in Q4. The company achieved an outstanding 85.2% combined ratio in Q4, lowering the full-year ratio to 94.9%, despite a significant catastrophe loss early in 2025. Leadership discussed their continued focus on pricing discipline, risk selection, and leveraging intelligent automation, including AI, to enhance operational efficiency and profitability.
These Cincinnati companies rank as America’s Best Employers by Forbes
Forbes has released its "America’s Best Large Employers" list for 2026, and several Greater Cincinnati companies made the cut. Cincinnati Children's Hospital and Procter & Gamble are highlighted among these top employers. The article, while brief, points to an upcoming deep dive into which specific companies from the region were recognized.
Cincinnati Financial Corp Increases Stock Position in Ares Management Corporation $ARES
Cincinnati Financial Corp significantly increased its stake in Ares Management Corporation by 55.6% during the third quarter, acquiring an additional 60,000 shares to bring its total to 168,000 shares valued at approximately $26.86 million. This comes amid mixed insider activity, with CEO Michael J. Arougheti selling a large block of shares while Director Ashish Bhutani made a notable purchase. Ares Management also recently raised its quarterly dividend to $1.35 per share, resulting in an annualized dividend of $5.40 and a yield of approximately 3.9%.
Cincinnati Financial Corp Sells 318,552 Shares of Chubb Limited $CB
Cincinnati Financial Corp significantly reduced its stake in Chubb Limited by selling 318,552 shares in the third quarter of 2025. Despite this, Chubb has shown strong financial performance, beating Q4 EPS expectations and experiencing analyst price target increases, though the overall consensus remains a "Hold." Insider selling by CEO Evan Greenberg and other executives has also been noted, contributing to a total of 76,512 insider shares sold over the last three months.
138,259 Shares in Arthur J. Gallagher & Co. $AJG Bought by Cincinnati Financial Corp
Cincinnati Financial Corp recently purchased 138,259 shares of Arthur J. Gallagher & Co. (AJG) for approximately $42.8 million, making AJG its 27th-largest holding. Arthur J. Gallagher & Co. also increased its quarterly dividend to $0.70 and reported strong revenue growth, although it slightly missed revenue expectations. Analysts generally have a "Hold" rating on AJG, with several recent price target adjustments.
Cincinnati Financial Corp (CINF) Q4 2025 Earnings Call Highlights: Robust Growth and Record ... By GuruFocus
Cincinnati Financial Corp (CINF) reported robust Q4 and full-year 2025 results, with net income up 67% in Q4 and 4% for the full year, reaching $2.4 billion. The company achieved strong growth in net written premiums across all segments and recorded a record-high book value per share of $102.35. Despite a slight increase in the full-year combined ratio due to higher catastrophe losses, CINF demonstrated confidence in its pricing strategies and technological investments to maintain performance in a competitive market.
Cincinnati Financial Corp (CINF) Q4 2025 Earnings Call Highlights: Robust Growth and Record Book Value
Cincinnati Financial Corp (CINF) reported significant financial growth in Q4 2025, with net income surging 67% and investment income increasing 9%. The company achieved a record book value per share of $102.35 and expanded net written premiums across various segments. Despite a higher full-year combined ratio due to catastrophe losses, CINF expressed confidence in its pricing strategies and de-risking efforts in personal lines.
Cincinnati Financial (CINF) Reports Robust Q4 2025 Earnings
Cincinnati Financial (CINF) reported significant earnings growth in Q4 2025, with net income up 67% to $676 million, and full-year net income reaching $2.4 billion. The company demonstrated improved operational efficiency with a better property casualty combined ratio and substantial growth in investment income. While CINF shows strong financial health and profitability, investors should consider its current valuation metrics and sector-specific risks.
Why Kemper (KMPR) Is Down 10.5% After Q4 Loss Paired With Aggressive Buybacks And Dividend
Kemper Corporation reported a Q4 2025 net loss of US$8 million despite full-year net income of US$143.3 million. The company concurrently completed a US$134.66 million share repurchase and affirmed its quarterly dividend of US$0.32 per share. This combination of weaker quarterly results and continued capital returns, alongside high debt, raises questions about the company's financial resilience and has led to a 10.5% stock price decline.
Cincinnati Financial Corp. Adjusts Valuation Score, Reflecting Competitive Positioning in Insurance Sector
Cincinnati Financial Corp. has adjusted its valuation score, moving from an "expensive" to a "fair" classification. While the company experienced flat quarterly performance, it demonstrates strong long-term fundamentals with a P/E ratio of 20, a dividend yield of 1.77%, and a healthy return on equity of 10.55%. This re-evaluation highlights the company's competitive standing within the insurance sector.
Cincinnati Financial Corp (NASDAQ:CINF) Earned Premium Up 10%
Cincinnati Financial Corp (NASDAQ:CINF) reported strong fourth-quarter 2025 results, with adjusted earnings surpassing analyst expectations. The company saw a 10% increase in earned premiums and a 9% rise in investment income, despite a slight increase in its combined ratio. Property casualty net written premiums grew significantly, and the life insurance subsidiary also contributed positively to net income.
Cincinnati Financial earnings rise amid investment gains
Cincinnati Financial reported higher earnings for 2025, driven by strong investment income and premium growth, despite earlier catastrophe losses. The company's investment performance, particularly its allocation to equities, differentiated its results compared to peers. Its underwriting profitability remained resilient, marking 14 consecutive years of underwriting profit, and its balance sheet strength also improved.
Cincinnati Financial Q4 Earnings Beat Estimates on Underwriting Income
Cincinnati Financial (CINF) reported strong fourth-quarter 2025 operating income of $3.37 per share, exceeding analyst estimates by 17.8% and increasing 7% year over year. The company's total operating revenues rose 9.8% to $2.9 billion, driven by premium growth initiatives, price increases, and higher interest income. Despite higher expenses, underwriting income saw a 7% increase, and the combined ratio improved, indicating strong operational performance.
Arch Capital Tops Q4 Earnings Estimates on Solid Underwriting
Arch Capital Group Ltd. (ACGL) reported strong fourth-quarter 2025 operating income of $2.98 per share, surpassing Zacks Consensus Estimates by 19.7%. This success was driven by increased premiums in its Insurance segment, improved net investment income, strong underwriting performance, and investment gains. The company's combined ratio improved significantly, indicating solid underwriting, though some segmental results showed mixed performance in gross and net premiums written.
Johnson Investment Counsel Inc. Has $222.24 Million Stock Holdings in Cincinnati Financial Corporation $CINF
Johnson Investment Counsel Inc. significantly increased its stake in Cincinnati Financial Corporation ($CINF) by 2.8% in Q3, now holding 1,405,680 shares valued at approximately $222.24 million, making it their 8th largest holding. Cincinnati Financial exceeded Q4 earnings expectations with EPS of $3.37 and revenue of $3.09 billion, leading to a recent dividend increase to $0.94 per share. The company maintains an average analyst rating of "Moderate Buy" with a target price around $174.33.
US insurer Cincinnati posts rise in Q4 and FY’25 net income
US primary insurer Cincinnati Financial Corporation reported a significant increase in net income for Q4 2025, reaching $676 million, and for the full year 2025, totaling $2.4 billion. The company saw growth in earned premiums and investment income, despite increases in loss and loss expenses and a slightly higher P&C combined ratio. CEO Stephen M. Spray highlighted strong Q4 performance and consistent underwriting profit over 14 years.
Arch Capital insurance arm sees underwriting income almost quadruple
Arch Capital Group Ltd.'s insurance segment saw a significant increase in underwriting income, reaching $119 million in Q4 2025, up from $30 million in Q4 2024. The company returned $798 million to shareholders through share repurchases and reported strong overall underwriting income, improved combined ratio, and a substantial increase in net income available to common shareholders. Arch's performance, characterized by a diversified earnings base and strong capital generation, positions it favorably against its peers in the global specialty property and casualty insurance group.
Loews reports quarterly weakness on CNA’s underwriting woes
Loews Corp reported a quarterly weakness across most of its business units, particularly its flagship insurance business, CNA Financial. This was primarily due to softer underwriting, although it was partially offset by positive returns on investments. Despite a decrease in the insurance unit's core income, the company's net income attributable to Loews increased year-over-year, largely due to a low comparison base from the previous year.
Western Wealth Management LLC Buys New Stake in Cincinnati Financial Corporation $CINF
Western Wealth Management LLC has acquired a new stake in Cincinnati Financial Corporation (NASDAQ:CINF), purchasing 10,258 shares valued at approximately $1.62 million during the third quarter. This move is part of broader institutional interest, with other major investors like Norges Bank, Vanguard Group Inc., and Goldman Sachs Group Inc. also adjusting their holdings in the insurance provider. Cincinnati Financial recently posted strong earnings, beating analyst estimates, and announced an increased quarterly dividend.
From US build-out to global role: Phil Amlot to lead Markel trade credit
Markel Insurance (NYSE: MKL) has appointed Phil Amlot as Head of Trade Credit, International, effective February 10, 2026. Amlot, with 16 years at Markel, will lead the global strategy, growth, and team development across London, the US, and Asia, reporting to Carl Titterton. His promotion is seen as a move to reinforce the company's trade credit capabilities through an internal leader who previously established the US Trade Credit operation in 2014.
First American Financial (FAF) To Report Earnings Tomorrow: Here Is What To Expect
First American Financial (FAF) is set to announce its earnings results, with analysts expecting revenue to grow 5.6% year over year to $1.78 billion and adjusted earnings of $1.43 per share. The company beat revenue expectations last quarter and has seen its share price increase by 7.9% over the last month, outperforming its peers in the property & casualty insurance segment. The article provides context by reviewing past performance and the results of competitors like Stewart Information Services and Allstate.
Cincinnati Financial (NASDAQ:CINF) Delivers Strong Q4 CY2025 Numbers
Cincinnati Financial (CINF) reported strong Q4 CY2025 results, with revenue up 16.5% year-on-year to $3.09 billion, beating Wall Street expectations. The company's non-GAAP profit of $3.37 per share also exceeded analyst consensus estimates by 16.6%. Its Book Value per Share (BVPS) grew by 14.9% year-on-year, reaching $102.35.
Cincinnati Financial Corp (NASDAQ:CINF) Beats Q4 Earnings Estimates Despite Revenue Miss and Negative After-Hours Reaction
Cincinnati Financial Corp (NASDAQ:CINF) reported strong fourth-quarter 2025 earnings of $3.37 per share, significantly beating analyst estimates, despite a slight revenue miss at $2.91 billion. The stock experienced a negative after-hours reaction, declining by about 1.0%, suggesting investors may have expected an even stronger report or are focusing on the revenue shortfall. The company's profitability was driven by factors such as disciplined underwriting and investment income, with robust full-year 2025 results and positive projections for 2026.
3 Reasons AXS is Risky and 1 Stock to Buy Instead
This article evaluates AXIS Capital (AXS), deeming it a risky investment due to "mediocre" long-term revenue growth, slow net premiums earned growth, and unimpressive EPS growth. Despite a reasonable valuation, the company's fundamentals present too much downside risk. The author suggests looking for better investment opportunities, such as a top digital advertising platform leveraging the creator economy, and highlights a curated list of market-beating stocks.
Cincinnati Financial 2025 Q4 Earnings Report: Revenue & Profit Above Forecast - News and Statistics
Cincinnati Financial (NASDAQ:CINF) reported strong results for Q4 2025, with revenue of $3.09 billion, a 16.5% increase year-over-year, and adjusted EPS of $3.37, both exceeding analyst expectations. The company's net premiums earned rose by 9.6% to $2.59 billion, and its book value per share increased by 14.9% to $102.35. Over the last five years, Cincinnati Financial has demonstrated a compounded annual revenue growth rate of 11.3%, outpacing the industry average.
Cincinnati Financial (NASDAQ:CINF) Delivers Strong Q4 CY2025 Numbers
Cincinnati Financial (NASDAQ:CINF) reported strong Q4 CY2025 results, exceeding both revenue and non-GAAP profit expectations. The company's revenue rose 16.5% year-on-year to $3.09 billion, while adjusted EPS was $3.37, significantly beating analyst estimates. Cincinnati Financial also showed impressive growth in net premiums earned and book value per share, indicating healthy financial performance and consistent demand for its offerings.
Earnings Flash (CINF) Cincinnati Financial Corporation Posts Q4 Adjusted EPS $3.37 per Share, vs. FactSet Est of $2.90
Cincinnati Financial Corporation (CINF) reported Q4 adjusted EPS of $3.37 per share, significantly exceeding FactSet's estimate of $2.90. This positive earnings surprise indicates a strong financial performance for the company in the fourth quarter. The article also mentions growing quarterly profit driven by higher premiums and investment income.
CNA Financial signals continued investment in AI and raises quarterly dividend amid record core income
CNA Financial Corporation has reported a record core income of $1.5 billion in 2023, largely driven by strong underwriting results and favorable net investment income. The company plans to increase its regular quarterly dividend by 5% and will continue to invest in AI-driven technology, which it expects to further enhance efficiency and claims handling. With a strong financial position, CNA is well-positioned for growth and innovation in the insurance sector.
Cincinnati Financial's combined ratio worsens slightly to 85.2% in Q4
Cincinnati Financial Corporation reported an earnings beat for Q4 2025. The company saw its combined ratio worsen slightly by 0.5 percentage points to 85.2%, despite achieving a 5% growth in net premiums written.
Cincinnati Financial: Q4 Earnings Snapshot
Cincinnati Financial Corp. announced fourth-quarter profits of $676 million, or $4.29 per share, surpassing Wall Street's expectations with adjusted earnings of $3.37 per share against an average estimate of $2.86. The insurer also reported revenue of $3.09 billion for the quarter, with adjusted revenue matching Street forecasts at $2.91 billion. For the entire year, the company achieved a profit of $2.39 billion, or $15.17 per share, on revenue of $11.19 billion.
Cincinnati Financial's quarterly profit rises on higher premiums, investment income
Cincinnati Financial (CINF.O) reported a significant rise in its fourth-quarter profit, reaching $676 million compared to $405 million the previous year. This growth was driven by a 10% increase in earned premiums to $2.59 billion and a 9% jump in investment income to $305 million. The insurer also benefited from a $145 million after-tax investment gain, highlighting the stability of insurance firms amid economic uncertainty.
Cincinnati Financial Corp. Q4 Profit Climbs
Cincinnati Financial Corp. (CINF) reported a significant increase in its fourth-quarter profit, rising to $676 million, or $4.29 per share, compared to $405 million, or $2.56 per share, in the same period last year. The company's revenue also saw a substantial increase of 21.8%, reaching $3.091 billion from $2.538 billion previously. These results indicate a strong performance for the insurance company in the last quarter of the year.
Cincinnati Financial Reports Fourth-Quarter and Full-Year 2025 Results
Cincinnati Financial Corporation reported strong financial results for the fourth quarter and full-year 2025. The company achieved significant increases in net income, non-GAAP operating income, and book value per share, despite facing record catastrophe losses early in the year. The success was driven by resilient insurance operations, strong investment performance, and strategic growth initiatives, including an increase in net written premiums for its property casualty business and growth in its life insurance subsidiary.
Newly renovated Cincinnati convention center to be known as First Financial Center
The newly renovated Cincinnati convention center, which reopened in January after an 18-month, quarter-billion-dollar renovation, has been officially named the First Financial Center. This 15-year naming rights deal with First Financial Bank aims to boost downtown Cincinnati's economic growth and attract more tourism and events to the city. A major portion of the naming rights money will fund the construction of a new hotel across from the convention center.
Keefe Bruyette Raises its Price Target on The Hartford Insurance Group (HIG) to $163 and Maintains an Outperform Rating
Keefe Bruyette raised its price target for The Hartford Insurance Group (HIG) to $163 and maintained an Outperform rating, citing expected support from sustained premium growth, stable core underwriting margins, and ongoing share repurchases. Other firms like Citi and Morgan Stanley also increased their price targets after HIG reported strong fourth-quarter revenue of $7.3 billion and core earnings of $3.8 billion for the year. This performance was driven by strong results in Business Insurance, improved profitability in Personal Insurance, and solid margins in Employee Benefits.
Earnings Flash (CINF) Cincinnati Financial Corporation Reports Q4 Revenue $3.09B, vs. FactSet Est of $2.55B
Cincinnati Financial Corporation (CINF) reported Q4 revenue of $3.09 billion, significantly exceeding FactSet's estimate of $2.55 billion. This announcement indicates a strong financial performance for the company in the fourth quarter. The market reacted positively with various related news items also highlighting increased quarterly profits and higher premiums.
