TIPTREE INC (TIPT)
Financials · Specialty insurance and insurance holding company · NASDAQ
Tiptree is a specialty insurance holding company in transition, divesting its flagship Fortegra subsidiary for $1.65 billion while pivoting to a smaller retained insurance business.
What TIPTREE INC does
Tiptree Inc is a holding company that operates primarily through its insurance subsidiaries, generating revenue from underwriting, claims administration, and investment returns on insurance float. The company is in the process of selling its flagship Fortegra subsidiary to a private buyer for $1.65 billion in cash, after which it will focus on a "Retained Business" of smaller or legacy insurance and financial operations. Tiptree's insurance businesses cover specialty lines including excess and surplus (E&S) insurance, mortgage insurance, and warranty and specialty coverage.
Themes: ["specialty insurance","insurance holding company","mortgage insurance","warranty products","corporate divestiture / restructuring","Failure or delay in completing the $1.65 billion Fortegra sale could materially impact business strategy, capital allocation, and shareholder value; proceeds are key to post-transaction viability","After the sale closes, Tiptree becomes a much smaller operation dependent solely on the Retained Business, with public company costs becoming a larger percentage of revenues and increased vulnerability to adverse events","Insurance claims losses may exceed reserves, requiring additional reserve establishment; reinsurers may fail to honor obligations; adverse economic conditions could increase claim frequency and policy surrenders"]
Fundamentals
- Price$18.30 as of 2026-07-09 close
- Market cap$683M as of 2026-07-10
- 1-year return-15.2% as of 2026-07-09 close
- P/E15.00 as of 2026-07-10
- Net margin+2.4% as of 2026-07-10
- Gross margin+69.0% as of 2026-07-10
- ROE+9.0% as of 2026-07-10
- Debt / equity0.14 as of 2026-07-10
- Revenue growth (YoY)-47.9% as of 2026-07-10
- Revenue CAGR (3y)-93.0% SEC XBRL
- Beta0.95 as of 2026-07-10
Dividend: yield +1.3%; 1-year non-decreasing per-share dividend streak (SEC XBRL).
Key risks (from latest filing)
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Competitors & peers
Fundamentals: Finnhub, as of 2026-07-10. Filings: SEC EDGAR. Prices are delayed daily-close data.
Last updated 2026-07-09.
Informational only — NOT financial advice. All figures are delayed daily-close data from SEC EDGAR & Finnhub, shown with their as-of date.