TIPT

Tiptree Inc

TIPT.US tiptreeinc.com + Research + Basket
CIK 0001393726
Employees 27
Phone 212 446 1400
Fiscal year end December
IPO Jun 22, 2007
Address 660 Steamboat Road, Greenwich, CT, United States, 06830
17.04
-0.18 (-1.05%)
USD · NASDAQ
52-week range
15.38
19.07
Trading at 45% of the 52-week range
Market Cap
641.27M
P/E Ratio
0.00
Forward P/E
12.11
Book Value
13.45
Div. Yield
0.00%
% Institutions
45.77%
% Insiders
39.19%

1 Year

-1.7%

3 Year

+18.5%

10 Year

+253.2%
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.

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People

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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

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

Shareholders

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Institutional Holders

Holder Name Shares Date Reported % Out Value % Change
Dimensional Fund Advisors, Inc. 2.21M Jun 30, 2026 5.94% $0.01 2.92%
BlackRock Inc 2.17M Jun 30, 2026 5.83% $0.00 6.54%
Veradace Capital Management LLC 1.30M Jun 30, 2026 3.50% $17.63 -29.33%
Vanguard Capital Management, LLC 996.62K Jun 30, 2026 2.68% $0.00 0.74%
Geode Capital Management, LLC 654.00K Jun 30, 2026 1.76% $0.00 4.78%
State Street Corp 557.27K Jun 30, 2026 1.50% $0.00 6.24%
Gabelli Funds LLC 537.47K Jun 30, 2026 1.44% $0.06 70.81%
Arrowstreet Capital Limited Partnership 511.88K Jun 30, 2026 1.37% $0.00 87.46%
Nuveen, LLC 509.12K Jun 30, 2026 1.37% $0.00 33.59%
Kennedy Capital Management Inc 485.37K Jun 30, 2026 1.30% $0.15 -1.84%
Morgan Stanley - Brokerage Accounts 422.39K Jun 30, 2026 1.13% $0.00 53.18%
Heartland Advisors Inc 400.00K Jun 30, 2026 1.07% $0.32 0.00%
AQR Capital Management LLC 364.20K Jun 30, 2026 0.98% $0.00 163.60%
TCW Group Inc 294.18K Jun 30, 2026 0.79% $0.04 0.00%
Qube Research & Technologies 286.04K Jun 30, 2026 0.77% $0.00 45.24%
JPMorgan Chase & Co 256.11K Jun 30, 2026 0.69% $0.00 37.08%
American Century Companies Inc 234.33K Jun 30, 2026 0.63% $0.00 42.42%
Northern Trust Corp 234.08K Jun 30, 2026 0.63% $0.00 18.44%
Bridgeway Capital Management, LLC 218.16K Jun 30, 2026 0.59% $0.07 4.37%
The Goldman Sachs Group Inc 206.11K Jun 30, 2026 0.55% $0.00 -7.16%

Fund Holdings

Rank Holder Name Shares Held % of Shares Change Date Reported
1 iShares Russell 2000 ETF 729.54K 1.96% ▲ 1.55% Sep 30, 2026
2 Vanguard MStar Total Stk Mkt Idx Invest 706.44K 1.90% ▲ 0.00% Sep 30, 2026
3 Heartland Value Investor 500.00K 1.34% ▲ 0.00% Sep 30, 2026
4 CREF Total Global Stock Account R3 427.85K 1.15% ▼ 7.38% Aug 31, 2026
5 DFA US Targeted Value I 382.66K 1.03% ▲ 0.00% Aug 31, 2026
6 DFA US Small Cap I 266.56K 0.72% ▲ 0.00% Aug 31, 2026
7 Dimensional US Targeted Value ETF 265.69K 0.71% ▲ 0.00% Sep 30, 2026
8 DFA US Small Cap Value I 261.85K 0.70% ▲ 0.00% Aug 31, 2026
9 Fidelity Small Cap Index 255.78K 0.69% ▲ 0.56% Jul 31, 2026
10 iShares Russell 2000 Value ETF 250.09K 0.67% ▲ 0.15% Sep 30, 2026

Financial Highlights

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Market Cap: $641.27M
EBITDA: $-39.94M
PEG Ratio: $3.14
Book Value: $13.45
Dividend/Share: $0.00
Dividend Yield: 0.00%
Earnings/Share: $-0.48
Profit Margin: 0.00%
Operating Margin: 3,907.93%
ROA (TTM): -0.71%
ROE (TTM): -3.97%
Revenue (TTM): $-1.06M
Revenue/Share (TTM): $-0.03
Earnings Growth (YOY): 1,958.60%
Revenue Growth (YOY): -99.90%

Valuation Metrics

Enterprise Value: $-153.51M
Trailing P/E: 0.00
Forward P/E: 12.11

Shares Statistics

Shares Outstanding: 37.24M
Shares Float: 22.71M
% Insiders: 39.19%
% Institutions: 45.77%
Shares Short: 1.11M
Shares Short (Prior Month): 888.05K
Short Ratio: 4.17
Short % Float: 4.25%

Stock Price History

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1 Year Price History

3 Years Price History

10 Years Price History

Max Price History

Financial Charts

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Open balance sheet Open capital intensity Download Financials (Excel)

Revenue, Net Income & Operating Cash Flow (Yearly)

Change % vs Prior Year

Revenue, Net Income & Operating Cash Flow (Quarterly)

Change % vs Prior Quarter

Operating Expenses (Yearly)

Operating Expenses (Quarterly)

Balance Sheet (Yearly)

Balance Sheet (Quarterly)

Assets Breakdown (Yearly)

Assets Breakdown (Quarterly)

Liabilities Breakdown (Yearly)

Liabilities Breakdown (Quarterly)

Income Statement Waterfall

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Open full waterfall Open balance sheet
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

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Financial Ratios

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📦 Raw API Data (JSON Explorer)

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