Tiptree Inc

TIPT.US
Financial Services · Insurance - Specialty
18.05
+0.00 (+0.00%)
USD · NASDAQ

Company Information

Company Name
Tiptree Inc
Sector
Financial Services
Industry
Insurance - Specialty
Exchange
NASDAQ
ISIN: US88822Q1031
CIK: 0001393726
CUSIP: 141657106
Currency: USD
Full Time Employees: 27
Phone: 212 446 1400
Fiscal Year End: December
IPO Date: Jun 22, 2007
Description:

Tiptree Inc. does not have significant operations. Previously, it was engaged in the provision of specialty insurance products. The company was formerly known as Tiptree Financial Inc. and changed its name to Tiptree Inc. in December 2016. Tiptree Inc. was incorporated in 2007 and is based in Greenwich, Connecticut.

Address:

660 Steamboat Road, Greenwich, CT, United States, 06830

People

Directors & Officers

Name Title Year Born
Mr. Michael Gene Barnes Executive Chairman of the Board & CEO 1967
Mr. Randy S. Maultsby President & Director 1974
Mr. Scott T. McKinney Chief Financial Officer 1985
Ms. Julia Helene Wyatt Chief Operating Officer 1958
Mr. Siew Kai Kwok General Counsel, Chief Compliance Officer & Secretary NA
Mr. Sagar R. Shah Director of Strategy & Corporate Development NA

Insider Trading

Date Insider Name Title Transaction Type Shares Price Value
Mar 12, 2026 Scott T Mckinney N/A Purchase 1.23K $15.98 $19.69K
Mar 11, 2026 Scott T Mckinney N/A Purchase 2.60K $16.15 $41.99K
Nov 07, 2025 Dominique Mielle N/A Purchase 5.50K $18.29 $100.60K

Shareholders

Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Dimensional Fund Advisors, Inc. 2.15M Mar 31, 2026 5.72% $0.01 1.70%
BlackRock Inc 2.04M Mar 31, 2026 5.42% $0.00 -2.37%
Veradace Capital Management LLC 1.84M Mar 31, 2026 4.91% $27.74 29.55%
Vanguard Group Inc 1.40M Dec 31, 2025 3.74% $0.00 3.89%
Vanguard Capital Management, LLC 989.33K Mar 31, 2026 2.63% $0.00 0.00%
Steamboat Capital Partners, LLC 690.00K Mar 31, 2026 1.84% $2.90 39.72%
Geode Capital Management, LLC 624.14K Mar 31, 2026 1.66% $0.00 3.76%
State Street Corp 524.55K Mar 31, 2026 1.40% $0.00 -1.15%
Kennedy Capital Management Inc 494.49K Mar 31, 2026 1.32% $0.18 2.40%
Heartland Advisors Inc 400.00K Mar 31, 2026 1.06% $0.35 0.00%
Nuveen, LLC 381.12K Mar 31, 2026 1.01% $0.00 82.44%
Millennium Management LLC 323.38K Mar 31, 2026 0.86% $0.00 -39.17%
Gabelli Funds LLC 314.67K Mar 31, 2026 0.84% $0.04 329.41%
TCW Group Inc 294.18K Mar 31, 2026 0.78% $0.04 20.48%
Morgan Stanley - Brokerage Accounts 275.74K Mar 31, 2026 0.73% $0.00 -5.27%
Arrowstreet Capital Limited Partnership 273.06K Mar 31, 2026 0.73% $0.00 175.02%
Vanguard Portfolio Management, LLC 224.57K Mar 31, 2026 0.60% $0.00 0.00%
The Goldman Sachs Group Inc 222.01K Mar 31, 2026 0.59% $0.00 -44.97%
Bridgeway Capital Management, LLC 209.02K Mar 31, 2026 0.56% $0.07 0.00%
Northern Trust Corp 197.63K Mar 31, 2026 0.53% $0.00 3.10%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 Vanguard Total Stock Mkt Idx Inv 706.44K 1.88% ▲ 0.00% Jun 30, 2026
2 iShares Russell 2000 ETF 688.92K 1.83% ▲ 0.60% Jun 30, 2026
3 CREF Total Global Stock Account R3 478.63K 1.27% ▲ 14.19% May 31, 2026
4 Heartland Value Investor 400.00K 1.06% ▲ 0.00% Jun 30, 2026
5 Heartland Value Strategy 400.00K 1.06% ▲ 0.00% Jun 30, 2026
6 DFA US Targeted Value I 382.66K 1.02% ▲ 0.00% May 31, 2026
7 Kennedy Micro Cap 278.28K 0.74% ▼ 12.25% Jun 30, 2026
8 DFA US Small Cap I 266.56K 0.71% ▲ 0.00% May 31, 2026
9 Vanguard Institutional Extnd Mkt Idx Tr 265.81K 0.71% ▲ 0.41% Jun 30, 2026
10 Dimensional US Targeted Value ETF 265.69K 0.71% ▲ 0.00% Jun 30, 2026

Financial Highlights

Market Cap: $678.14M
EBITDA: $-44.21M
PEG Ratio: $3.14
Book Value: $13.42
Dividend/Share: $0.24
Dividend Yield: 1.33%
Earnings/Share: $-0.99
Profit Margin: 0.00%
Operating Margin: 3,547.13%
ROA (TTM): -0.45%
ROE (TTM): -5.07%
Revenue (TTM): $-2.42M
Revenue/Share (TTM): $-0.06
Earnings Growth (YOY): 149.90%
Revenue Growth (YOY): -99.90%

Valuation Metrics

Enterprise Value: $725.73M
Trailing P/E: 0.00
Forward P/E: 12.11

Shares Statistics

Shares Outstanding: 37.57M
Shares Float: 23.04M
% Insiders: 3,883.50%
% Institutions: 4,512.60%
Short % Float: 3.23%

Stock Price History

1 Year Price History

2 Years Price History

5 Years Price History

10 Years Price History

Financial Charts

Revenue & Net Income (Yearly)

Revenue & Net Income (Quarterly)

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

Open full waterfall
Line Item
Step Type
Value
Revenue
adjust
$488.00K
Cost of Goods Sold
adjust
$-33.84M
Gross Profit
subtotal
$488.00K
SG&A
adjust
$-33.84M
Other Operating Expense
adjust
$-13.37M
Operating Income
subtotal
$-46.72M
Other / Non-Operating Items
adjust
$81.65M
Net Income
subtotal
$34.93M

Earnings Per Share (EPS) History

Financial Ratios

📦 Raw API Data (JSON Explorer)

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