Tiptree IncTIPT
TIPT
About: Tiptree Inc is a United States-based company that provides specialty insurance products and related services. It has two reportable segments: Insurance and Mortgage. The company generates the majority of its revenue from the Insurance Segment, which is engaged in designing, marketing, and underwriting specialty property and casualty insurance products incorporating value-added coverages and services for select target markets or niches. The Mortgage segment originates loans for sale to institutional investors, including GSEs and FHA/VA, and services loans on behalf of Fannie Mae, Freddie Mac, and Ginnie Mae.
Employees: 1,496
0
Funds holding %
of 7,428 funds
–
Analysts bullish %
Fund manager confidence
Based on 2025 Q2 regulatory disclosures by fund managers ($100M+ AUM)
31% more first-time investments, than exits
New positions opened: 21 | Existing positions closed: 16
16% more repeat investments, than reductions
Existing positions increased: 52 | Existing positions reduced: 45
2% more funds holding
Funds holding: 137 [Q1] → 140 (+3) [Q2]
0.22% less ownership
Funds ownership: 37.95% [Q1] → 37.73% (-0.22%) [Q2]
3% less capital invested
Capital invested by funds: $343M [Q1] → $334M (-$9.14M) [Q2]
50% less funds holding in top 10
Funds holding in top 10: 2 [Q1] → 1 (-1) [Q2]
60% less call options, than puts
Call options by funds: $245K | Put options by funds: $612K
Research analyst outlook
We haven’t received any recent analyst ratings for TIPT.
Financial journalist opinion
Neutral
Business Wire
3 weeks ago
Tiptree Announces Second Quarter 2025 Results
GREENWICH, Conn.--(BUSINESS WIRE)--Tiptree Inc. (NASDAQ:TIPT) (“Tiptree” or the “Company”), today announced its financial results for the three and six months ended June 30, 2025. The Company commented, “Our team delivered strong second-quarter results, highlighted by a 22% annualized adjusted return on average equity. Fortegra's momentum remained solid, with premiums up 17.0% and the combined ratio improving to 88.5%. We continue to identify high-quality underwriting opportunities across both.
Positive
Seeking Alpha
3 months ago
Tiptree: Ignore The Noise And Focus On The Profits
Fortegra delivered strong Q1 results with 13% premium growth, 18% adjusted net income growth, and a highly profitable 89.9% combined ratio. Deliberate reduction in low-ROAE services supports focus on core insurance, with premium growth outpacing comps despite industry headwinds from wildfires. Tiptree's $1.5B+ float yields 4.1%, generating significant carry and supporting robust earnings power for the next several years.
Neutral
Business Wire
3 months ago
Tiptree Announces First Quarter 2025 Results
GREENWICH, Conn.--(BUSINESS WIRE)--Tiptree Inc. (NASDAQ:TIPT) (“Tiptree” or the “Company”), today announced its financial results for the first quarter 2025. The Company commented, “We are extremely pleased with the strong first quarter results, headlined by a 20% adjusted return on average equity. Fortegra achieved 13.5% growth in premium and premium equivalents, while delivering a combined ratio of 89.9%, despite substantial industry-wide catastrophic losses during the quarter. Our pipeline o.
Positive
Seeking Alpha
5 months ago
Tiptree: Amazing Quarter. Market Starting To Notice
Tiptree's Q4 earnings far exceeded expectations with net income of $0.47/share, driven by Fortegra's impressive performance and profitability growth of over 35% year-over-year. Fortegra's robust metrics and a favorable interest rate environment suggest potential net income of $200 million for 2025, valuing TIPT shares significantly higher. Despite past concerns about geographic risks, Tiptree's diverse portfolio and strong management mitigate these, ensuring stable premium environments and profitability.
Neutral
Business Wire
5 months ago
Tiptree Announces Fourth Quarter 2024 Results
GREENWICH, Conn.--(BUSINESS WIRE)--Tiptree Inc. (NASDAQ:TIPT) (“Tiptree” or the “Company”), today announced its financial results for the three months and year ended December 31, 2024. Three Months Ended December 31, Year Ended December 31, ($ in thousands, except per share information) 2024 2023 2024 2023 Total revenues $ 503,599 $ 446,374 $ 2,042,854 $ 1,649,031 Net income (loss) attributable to common stockholders $ 19,553 $ 6,871 $ 53,367 .
Neutral
Business Wire
7 months ago
Tiptree Inc. Announces Tax Treatment of 2024 Common Stock Distributions
GREENWICH, Conn.--(BUSINESS WIRE)--Tiptree Inc. (NASDAQ: TIPT) announced the income tax treatment of its 2024 common stock distribution payments. Total 2024 distributions to common stockholders were $0.49 per share and are considered return of capital, as set forth below. CUSIP 88822Q103 FORM 1099-DIV Box 1a Box 1b Box 2a Box 2b Box 3 Box 5 Record Date Payment Date Distribution Per Share Ordinary Dividends Qualified Dividends Capital Gain Distributions Unrecaptured Section 1250 Gain Nondividend.
Neutral
PRNewsWire
8 months ago
Fortegra Secures Licence, Launches New UK Subsidiary
LONDON , Dec. 4, 2024 /PRNewswire/ -- The Fortegra Group, Inc. ("Fortegra" or "the Company"), a global specialty insurer and subsidiary of Tiptree Inc. (NASDAQ: TIPT), today announced that it has received approval to establish Fortegra Insurance Company UK. The Prudential Regulation Authority (PRA) has granted Fortegra approval to establish its subsidiary in the United Kingdom, effective November 29, 2024.
Neutral
Business Wire
8 months ago
Tiptree Announces Declaration of a Special Dividend
GREENWICH, Conn.--(BUSINESS WIRE)--Tiptree Inc. (NASDAQ:TIPT) (the “Company”), today announced that its board of directors (the “Board”) has approved the declaration and distribution of a special cash dividend (the “Special Dividend”) of $0.25 per share of Tiptree Inc. Common Stock. The Special Dividend is payable on December 19, 2024, to holders of record on December 11, 2024. This Special Dividend is in addition to the Company's regular quarterly cash dividend of $0.06 per share most recently.
Neutral
PRNewsWire
9 months ago
Fortegra Secures $150 Million in Capital to Support Growth
Junior subordinated notes issuance comes in anticipation of growing Fortegra's operations JACKSONVILLE, Fla. , Nov. 8, 2024 /PRNewswire/ -- The Fortegra Group, Inc. ("Fortegra"), a multinational specialty insurer and subsidiary of Tiptree Inc. (NASDAQ:TIPT), today announced the successful completion of $150 million of 9.25% Fixed Rate Resetting Junior Subordinated Notes due 2064 (the "Notes").
Neutral
Seeking Alpha
9 months ago
Tiptree Inc. (TIPT) Q3 2024 Earnings Call Transcript
Tiptree Inc. (NASDAQ:TIPT ) Q3 2024 Earnings Conference Call October 31, 2024 10:30 AM ET Company Participants Scott McKinney – Chief Financial Officer Michael Barnes – Executive Chairman Conference Call Participants Operator Ladies and gentlemen, greetings, and welcome to the Tiptree Inc. Third Quarter 2024 Earnings Conference Call. At this time all participants are in a listen-only mode.
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