Tiptree Inc. (TIPT)

From the record

Tiptree Inc.'s filings since 2017 show 4 warning events of 3 kinds: a notice about its exchange listing (8-K item 3.01, the latest 2017-05-16); an auditor change (8-K item 4.01, 2 times, the latest 2017-05-10); a late-report notice (Form NT 10-K or NT 10-Q, the latest 2017-05-10) (its current reports).

From the record

Tiptree Inc.'s 10 filed years say what it did: revenue went from $506 million in fiscal 2016 to $488 thousand in fiscal 2025, down 53.8% a year; it rose in 6 of 9 years; the deepest fall was 100% from fiscal 2022 to fiscal 2025; net income was positive in 8 of 10 of those years (its annual reports).

From the record

Over the 3 fiscal years to 2025-12-31, Tiptree Inc.'s diluted share count grew about 1.9% a year, and dividends and buybacks returned about 7% of its operating cash flow over 3 years (its filed statements). Its officers and directors filed 0 sales and 5 purchases of their own stock on the open market in the year to 2026-10-27, buying about $682 thousand (their Form 4 filings).

From the record

Return on equity: in the fiscal year ended 2025-12-31, Tiptree Inc. earned about 7 cents of profit for every dollar of shareholders' money. Leverage: it owed about 93 cents per dollar of assets, and net share issuance: its share count grew 1.9% over the year (the filed statements).

From the record

Tiptree Inc.'s standing among 60 graded names in its industry family: revenue of $488 thousand in fiscal 2025 ranks in the bottom 1% by size; a net margin of 7157.2% ranks in the top 1%; revenue growth of -93% a year over the last 3 filed years ranks in the bottom 1% (its annual reports).

From the record

Tiptree Inc.'s leadership, from its insiders' filings and its current reports: the chief executive on the record is Barnes, Michael Gene (Chairman and CEO, as filed), filing under that title since 2026-10-27, under a month (bottom 1% of its family); the 7 officers and directors filing in the last fifteen months have been on the record a median of 11.8 years (top 12%); 2 officer or director changes were reported on Form 8-K since 2023-11-13, against the 7 people in charge now (top 35%; fewer changes for each person reads higher) (the Form 4 record, its Form 8-K reports). Years count from a person's first filing in the SEC's data sets, which begin in 2006, so each is a floor.

From the record

Tiptree Inc.'s room to grow, from the newest filed statements (fiscal 2025): cash of $31 million against debt of $64 million leaves -0.5% of its assets as net cash, bottom 31% of its family; cash from operations less capital spending is 34470.9% of revenue (top 1%) (its annual report).

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Tiptree Inc.'s growth drivers, from the filed years to fiscal 2025: revenue grew -93% a year over the last three filed years against -53.8% over all 10, slowing (bottom 1% of its family); the newest year grew -67.9% (bottom 1%) (its annual reports). Tiptree Inc. reported 2 lines of business in fiscal 2024: Tiptree Insurance at $2.0 billion, Tiptree Capital Mortgage at $66 million. 2 of 2 grew in the latest filed year, and the largest line is 97% of revenue (its annual report).

From the record

Tiptree Inc.'s newest year against its own record: revenue of $488 thousand in fiscal 2025 came in 871.3% above the $50 thousand its prior three years' pace pointed to (top 1% of its family); net income of $35 million against a prior three-year average of $20 million (top 49%); a net margin of more than its whole revenue against more than its whole revenue before (top 1%) (its annual reports).