| CINF |
Report |
Combined Ratio - P&C (%) |
BEAT |
pred ~95.5% vs cons 97.3% |
MEDIUM |
| CINF |
Report |
Operating EPS ($) |
BEAT |
pred ~$2.05 vs cons $1.82 |
MEDIUM |
| CINF |
Report |
Net Written Premium - P&C ($B) |
MISS |
pred ~$2.85B vs cons $2.90B |
MEDIUM |
| CINF |
Guide |
Pricing tone - commercial lines (FY 2026 qualitative) |
LOWER |
guide 'softening on larger accounts' vs cons implicit low-single-digit |
MEDIUM |
| CINF |
Guide |
Investment income trajectory (FY 2026) |
UNCHANGED |
guide ~$1.28-1.30B vs cons $1.287B |
HIGH |
| CINF |
Guide |
Reserve posture / social inflation (FY 2026 qualitative) |
UNCHANGED |
guide cautious 'not out of the woods' vs cons neutral |
HIGH |
| CINF |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
MEDIUM |
| CINF |
Return |
5-day cumulative residual |
-3.5% (FADE) |
FADE - NWP miss and pricing softening commentary pulls forward estimates lower; pre-print run unwinds on beat-but-no-raise archetype |
MEDIUM |