Property casualty insurer Cincinnati Financial (NASDAQ: CINF) will be announcing earnings results this Monday after the bell. Here’s what investors should know.

Cincinnati Financial missed analysts’ revenue expectations by 5.8% last quarter, reporting revenues of $2.57 billion, up 10.5% year on year. It was a slower quarter for the company, with a miss of analysts’ net premiums earned estimates and a miss of analysts’ book value per share estimates.

Is Cincinnati Financial a buy or sell going into earnings? Read our full analysis here, it’s free.

This quarter, analysts are expecting Cincinnati Financial’s revenue to grow 13.2% year on year to $2.88 billion, a reversal from the 2.3% decrease it recorded in the same quarter last year. Adjusted earnings are expected to come in at $1.39 per share.

The majority of analysts covering the company have reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Cincinnati Financial has missed Wall Street’s revenue estimates six times over the last two years.

Looking at Cincinnati Financial’s peers in the property & casualty insurance segment, some have already reported their Q2 results, giving us a hint as to what we can expect. Stewart Information Services delivered year-on-year revenue growth of 20.1%, beating analysts’ expectations by 9.2%, and First American Financial reported revenues up 14.2%, topping estimates by 4.9%. Stewart Information Services traded up 10.3% following the results while First American Financial was also up 3.5%.

Read our full analysis of Stewart Information Services’s results here and First American Financial’s results here.

Debates over possible tariffs and corporate tax adjustments have raised questions about economic stability in 2025. While some of the property & casualty insurance stocks have shown solid performance in this choppy environment, the group has generally underperformed, with share prices down 2.9% on average over the last month. Cincinnati Financial is up 1.7% during the same time and is heading into earnings with an average analyst price target of $158.33 (compared to the current share price of $148.75).

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