Cincinnati Financial

CINF

Market cap $25.5B

Zacks Property and Casualty Insurance players like CB, TRV, CINF, SKWD and HGTY are likely to benefit from digitalization and catastrophes that drive policy renewal rate and pricing.

Cincinnati Financial Corporation remains a dividend king with 65 years of annual increases, but current valuation limits upside. CINF's high equity portfolio exposure boosts returns in bull markets but increases volatility and quarterly result noise. Q3 operating income more than doubled due to lower catastrophe losses, with the best combined ratio since 2015 at 88.2%.

CINCINNATI, Jan. 8, 2026 /PRNewswire/ -- Cincinnati Financial Corporation (Nasdaq: CINF) plans to release its fourth-quarter and full-year 2025 results on Monday, February 9, 2026, after the close of regular trading on the Nasdaq Stock Market. The company will hold a conference call to discuss fourth-quarter and full-year 2025 results on Tuesday, February 10, at 11 a.m.

The ProShares S&P 500 Dividend Aristocrat ETF (NOBL) underperformed SPY in 2025, gaining 7.2% versus SPY's 18.42%. Despite average underperformance, select Aristocrats like CAH (+74.18%), ALB (+66.90%), and CHRW (+61.22%) delivered strong double-digit returns. Dividend growth for the Aristocrats slowed to 5.52% in 2025, down from 5.78% in 2024, with 68 of 69 raising payouts.

Cincinnati Financial (CINF) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

Insurers like Radian Group, Cincinnati Financial, American Financial, and Sun Life Financial, which have an impressive dividend history, offer a breather amid volatility.

Dividend Kings underperformed SPY in 2025, up 4.47% vs. SPY's 17.7%, but select Kings outperformed the index. Twenty-two Dividend Kings are identified as both potentially undervalued and offering long-term expected annualized returns of at least 10%. Dividend growth for the Kings remains subdued at 5.81% for 2025, trailing the 2024 rate of 6.32%.

Cincinnati Financial stock gains from new business-written premiums, an agent-focused business model, improved interest income, and effective capital deployment.

The article provides a methodology for selecting high-growth dividend-paying stocks, focusing on dividend growth and sustainability rather than high current yield. We use our proprietary models to rate both quantitatively and qualitatively and select the top 10 names from an initial list of nearly 400 dividend stocks. The final list of ten stocks is chosen based on sector diversity, high-growth quality scores, and positive momentum, and is suitable for investors in the accumulation phase.

Investors interested in Insurance - Property and Casualty stocks are likely familiar with RenaissanceRe (RNR) and Cincinnati Financial (CINF). But which of these two stocks is more attractive to value investors?