Recent 8-K filings for CINF

• August 25, 2026, 9:17 AM ET other material materiality 0.60 positive item 7.01item 8.01item 9.01

  Cincinnati Financial authorizes additional 15M share buyback; posts investor slides

  Board authorized repurchase of up to 15M additional common shares on Aug 21, 2026.

• July 27, 2026, 4:07 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Cincinnati Financial Q2 net income $1.255B ($8.05/sh) up 83% YoY; operating income $224M ($1.43/sh) down 28%

  Net income $1.255B ($8.05 diluted EPS) vs $685M ($4.34) in Q2 2025, including $882M after-tax fair value increase on equity securities.

• April 27, 2026, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  CINF swings to Q1 net income of $274M from year-ago loss; op income $330M

  Net income $274M ($1.75 diluted EPS) vs net loss $90M ($0.57 loss) in Q1 2025.

• February 9, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  Cincinnati Financial Q4 net income $676M ($4.29/share), up 67% YoY

  Q4 2025 non-GAAP operating income $531M ($3.37/share), up 7% from $497M ($3.14/share) in Q4 2024.

• January 30, 2026, 6:59 PM ET dividend materiality 0.60 positive item 5.02item 7.01item 9.01

  Cincinnati Financial increases dividend 8% to $0.94; promotes Fu, Sandercox, Schnell to executive roles

  Regular quarterly dividend raised 8% to $0.94 per share from $0.87; payable April 15, 2026 to holders of record March 24, 2026.

• October 27, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cincinnati Financial Q3 net income $1.12B, operating income $449M, dividend raised to $0.87

  Net income $1.122B ($7.11/diluted) vs $820M ($5.20) in Q3 2024; includes $675M after-tax fair value gain on equity securities.

• July 28, 2025, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cincinnati Financial Q2 net income $685M ($4.34 EPS); operating income $311M ($1.97 EPS) up 53%

  Net income $685M ($4.34 diluted EPS) vs $312M ($1.98) in Q2 2024; includes $380M after-tax equity fair value gain.

• April 28, 2025, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Cincinnati Financial Q1 net loss $90M vs net income $755M; operating loss $37M

  First-quarter 2025 net loss of $90M ($0.57 per share) vs net income of $755M ($4.78) in Q1 2024.

• February 10, 2025, 6:59 PM ET earnings materiality 0.65 positive item 2.02item 7.01item 9.01

  Cincinnati Financial Q4 non-GAAP operating income up 38% to $497M; full-year net income $2.292B

  Q4 net income $405M ($2.56/share) vs $1.183B in Q4 2023; after-tax investment gains decreased $916M.

• January 31, 2025, 6:59 PM ET dividend materiality 0.70 negative item 5.02item 7.01item 9.01

  Cincinnati Financial increases dividend 7% to $0.87; warns California wildfires will materially affect Q1 earnings

  Regular quarterly dividend increased 7% to $0.87 per share from $0.81, payable April 15, 2025, to holders of record March 24, 2025.

• October 24, 2024, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01

  Cincinnati Financial Q3 net income $820M vs loss year ago; operating income down 14%

  Q3 net income $820M ($5.20 diluted EPS) vs net loss of $99M (($0.63) per share) in Q3 2023, driven by $645M after-tax fair value increase in equity securities.

• July 25, 2024, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01

  Cincinnati Financial Q2 net income down 42% to $1.98/share; operating income up 7%

  Net income $312M ($1.98/diluted) vs $534M ($3.38) in Q2 2023, down 42% due to $235M decrease in net investment gains.

• May 9, 2024, 7:59 PM ET other material materiality 0.60 neutral item 5.07item 7.01item 9.01

  Cincinnati Financial elects new chairman & CEO, promotes new chief legal officer, declares $0.81 dividend

  Shareholders elected all 14 director nominees and approved executive compensation, the 2024 stock plan, and auditor ratification at May 4 meeting.

• April 25, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Cincinnati Financial Q1 net income $755M ($4.78/share) up 236% YoY; operating income up 93%

  Net income $755M ($4.78 diluted EPS) vs $225M ($1.42) in Q1 2023; non-GAAP operating income $272M ($1.72) vs $141M ($0.89).

• February 6, 2024, 6:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01 ◈ Earnings Releases

  Cincinnati Financial Q4 net income $1.183B ($7.50/share); non-GAAP operating income up 78%

  Q4 2023 net income $1.183B ($7.50 diluted EPS) vs $1.013B ($6.41) in Q4 2022.

• January 29, 2024, 6:59 PM ET leadership materiality 0.80 positive item 5.02item 7.01item 9.01

  Cincinnati Financial CEO transition: Spray to become CEO May 4; dividend raised 8% to $0.81

  Stephen M. Spray will become CEO effective May 4, 2024; Steven J. Johnston becomes executive chairman.

• October 26, 2023, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Cincinnati Financial Q3 net loss narrows to $99M; non-GAAP operating income up 125% to $261M

  Net loss of $99M ($0.63 per share) vs $416M loss ($2.63) in Q3 2022, improvement of 76%.

• July 27, 2023, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  Cincinnati Financial Q2 net income $534M vs loss $818M a year ago; operating income up 103%

  Net income $534M ($3.38 per share) vs net loss $818M ($5.12 per share) in Q2 2022.

• April 27, 2023, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Cincinnati Financial Q1 net income of $225M vs loss; operating income falls 46%

  Net income $225M ($1.42 diluted) vs net loss of $266M (-$1.66) in Q1 2022, aided by $84M after-tax equity securities gain.

• April 17, 2023, 7:59 PM ET other material materiality 0.75 negative item 2.02item 7.01item 9.01 ◈ Earnings Releases

  Cincinnati Financial estimates $235M Q1 catastrophe losses; combined ratio guided 99%-103%

  Pretax catastrophe losses ~$235M, including $171M from three March tornado outbreaks in several states.

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.50 · Most common event earnings

15 positive 3 negative 32 neutral

source · CINF on sec.gov